Grindrod (GND) Resumen de Acciones
Grindrod Limited, junto con sus filiales, se dedica al negocio de los servicios logísticos en Norteamérica, Oriente Medio, Reino Unido, Isla de Man, resto de Europa, Singapur, Asia, Extremo Oriente, Australia, Sudáfrica y resto de África. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 6/6 |
| Salud financiera | 6/6 |
| Dividendos | 3/6 |
GND Community Fair Values
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Analyst Price Targets
Competidores de Grindrod Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | R26.00 |
| Máximo en las últimas 52 semanas | R26.97 |
| Mínimo de 52 semanas | R10.94 |
| Beta | 0.49 |
| Cambio en 1 mes | 15.56% |
| Variación en 3 meses | 61.99% |
| Cambio de 1 año | 95.34% |
| Variación en 3 años | 167.77% |
| Variación en 5 años | 429.53% |
| Variación desde la OPV | 2,499.96% |
Noticias y actualizaciones recientes
GND: Strong EPS Guidance And New Shareholder Support Will Shape Balanced Returns
Grindrod’s analyst price target has been revised to ZAR22.30 per share, with analysts attributing this updated view to a slightly lower discount rate and marginally reduced forward P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.GND: Strong 2025 EPS Guidance Will Support Balanced Medium Term Return Potential
Analysts have kept their ZAR price target for Grindrod broadly in line with prior views. The updated fair value holds at about ZAR22.30, as small model refinements to the discount rate, revenue growth outlook, profit margin assumptions and future P/E result in a largely unchanged valuation picture.GND: Strong 2025 EPS Guidance Will Support Further Upside Potential
Grindrod's analyst price target has been adjusted slightly lower to ZAR22.30 from ZAR22.70, reflecting analysts' fine tuning of fair value and P/E assumptions rather than a change in the core outlook. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving a clearer view of expected profitability for the period (company guidance).Recent updates
GND: Strong EPS Guidance And New Shareholder Support Will Shape Balanced Returns
Grindrod’s analyst price target has been revised to ZAR22.30 per share, with analysts attributing this updated view to a slightly lower discount rate and marginally reduced forward P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.GND: Strong 2025 EPS Guidance Will Support Balanced Medium Term Return Potential
Analysts have kept their ZAR price target for Grindrod broadly in line with prior views. The updated fair value holds at about ZAR22.30, as small model refinements to the discount rate, revenue growth outlook, profit margin assumptions and future P/E result in a largely unchanged valuation picture.GND: Strong 2025 EPS Guidance Will Support Further Upside Potential
Grindrod's analyst price target has been adjusted slightly lower to ZAR22.30 from ZAR22.70, reflecting analysts' fine tuning of fair value and P/E assumptions rather than a change in the core outlook. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving a clearer view of expected profitability for the period (company guidance).GND: Strong 2025 EPS Guidance Will Support Further Upside Potential
Analysts have updated their view on Grindrod with a refreshed price target of ZAR22.70 per share, reflecting revised assumptions for profit margins, revenue growth and future P/E expectations. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, setting an expected EPS range of 306.3 to 313.8 cents.GND: Strong 2025 Earnings Guidance Will Support Further Upside Potential
Analysts have kept their ZAR price target for Grindrod broadly steady at around ZAR22.00, as a slightly higher discount rate and future P/E assumptions offset softer revenue growth and profit margin expectations in their updated models. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market more clarity on expected performance for the period.GND: Earnings Guidance Surge Will Support Future Upside Potential
Analysts have kept their ZAR fair value estimate for Grindrod unchanged at around ZAR22.00 per share, citing only small tweaks to assumptions such as discount rate, revenue growth, profit margin and expected future P/E as the basis for maintaining their price view. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market a clearer view of management expectations for the next reporting period (Key Developments).GND: Steady Assumptions And Discount Rate Shift Will Support Future Upside Potential
Analysts have kept their price target for Grindrod steady at R22.00, citing largely unchanged assumptions on revenue growth, profit margins and future P/E, along with a slightly adjusted discount rate in their valuation work. Valuation Changes Fair Value: Fair value per share is kept unchanged at R22.00.GND: Stable Assumptions And Steady Fair Value Will Support Future Upside Potential
Analysts have kept their fair value estimate for Grindrod steady at R22.00 per share, attributing this to only very small tweaks in their discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change the overall valuation story. Valuation Changes Fair Value: Kept unchanged at R22.00 per share, with the updated figure aligned to R22.0. Discount Rate: Adjusted slightly from 17.259717% to 17.26525614083472%, reflecting a very small change in the required return assumption.GND: Upcoming CEO Transition And Stable Assumptions Will Support Upside Potential
Analysts have kept their fair value estimate for Grindrod steady at R22.00. A slightly lower discount rate and a marginally reduced future P/E assumption support the updated price target narrative.GND: New Leadership And Lower Risk Profile Will Support Upside Potential
Analysts have raised their price target on Grindrod from R18.50 to R22.00, citing a lower perceived risk profile reflected in a reduced discount rate, slightly more resilient margin expectations, and support from a richer projected earnings multiple despite marginally softer long term revenue growth assumptions. What's in the News Grindrod Limited appointed Kwazi Mabaso as CEO, effective 1 December 2025, succeeding Xolani Mbambo after a comprehensive external search process (Key Developments).Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Grindrod’s consensus price target has been raised to ZAR18.50, reflecting modest improvements in both net profit margin and future P/E ratio. What's in the News Xolani Mbambo is stepping down as Group Chief Executive Officer of Grindrod Limited effective 31 December 2025.
Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Redeploying locomotives and infrastructure investments in South Africa could enhance asset utilization, revenue, and future earnings.Rentabilidad de los accionistas
| GND | ZA Infrastructure | Mercado ZA | |
|---|---|---|---|
| 7D | -0.2% | -0.2% | -1.9% |
| 1Y | 95.3% | 9.6% | 13.6% |
Rentabilidad vs. Industria: GND superó a la industria ZA Infrastructure, que obtuvo un rendimiento del 9.6% el año pasado.
Rentabilidad vs. Mercado: GND superó al mercado ZA, que obtuvo un rendimiento del 13.6% el año pasado.
Volatilidad de los precios
| GND volatility | |
|---|---|
| GND Average Weekly Movement | 4.2% |
| Infrastructure Industry Average Movement | 6.1% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.6% |
| 10% least volatile stocks in ZA Market | 3.2% |
Precio estable de las acciones: GND no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado ZA.
Volatilidad a lo largo del tiempo: La volatilidad semanal de GND (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1910 | 4,000 | Kwazi Mabaso | www.grindrod.com |
Grindrod Limited, junto con sus filiales, se dedica al negocio de servicios logísticos en Norteamérica, Oriente Medio, Reino Unido, Isla de Man, resto de Europa, Singapur, Asia, Extremo Oriente, Australia, Sudáfrica y resto de África. La empresa opera a través de los segmentos de Puertos y Terminales; Logística; Grupo; Capital Privado y Propiedad; y Combustibles Marinos. Sus actividades en las terminales de graneles incluyen la recepción, almacenamiento y carga de mercancías en buques para su posterior transporte; manipulación, transporte, almacenamiento, carga y descarga de contenedores; venta y alquiler de contenedores; y soluciones logísticas para el transporte de mercancías por carretera, ferrocarril y mar.
Resumen de fundamentos de Grindrod Limited
| Estadísticas fundamentales de GND | |
|---|---|
| Capitalización bursátil | R17.35b |
| Beneficios(TTM) | R2.07b |
| Ingresos (TTM) | R5.56b |
¿Está GND sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de GND | |
|---|---|
| Ingresos | R5.56b |
| Coste de los ingresos | R3.70b |
| Beneficio bruto | R1.86b |
| Otros gastos | -R210.38m |
| Beneficios | R2.07b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
Aug 25, 2026
| Beneficios por acción (BPA) | 3.10 |
| Margen bruto | 33.44% |
| Margen de beneficio neto | 37.23% |
| Ratio deuda/patrimonio | 18.3% |
¿Cómo se ha desempeñado GND a largo plazo?
Ver rendimiento histórico y comparativaDividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/05 16:06 |
| Precio de las acciones al final del día | 2026/06/04 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Grindrod Limited está cubierta por 4 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mpho Mokotso | Avior Capital Markets |
| Kenneth Hearn | Barclays |
| Rowan Goeller | Chronux Research |