Orica Croissance future
Future contrôle des critères 3/6
Orica devrait augmenter ses bénéfices et son chiffre d'affaires de 27.6% et de 2.4% par an respectivement. Le BPA devrait croître de de 24.2% par an. Le rendement des capitaux propres devrait être 17.5% dans 3 ans.
Informations clés
27.6%
Taux de croissance des bénéfices
24.24%
Taux de croissance du BPA
| Chemicals croissance des bénéfices | 27.8% |
| Taux de croissance des recettes | 2.4% |
| Rendement futur des capitaux propres | 17.48% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 20 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 02
ORI: Refined Forecast Assumptions Will Support A Sustained Bullish Outlook
Analysts have made a marginal adjustment to Orica's price target, with fair value moving slightly from A$25.44 to A$25.42, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E. Valuation Changes Fair Value: revised from A$25.44 to A$25.42, a very small downward adjustment in the modelled fair value.Mise à jour du récit • Apr 17
ORI: Refined Assumptions Will Support A Sustained Bullish Fair Value Outlook
Analysts have nudged their price target for Orica slightly lower to A$25.44 from A$25.64. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.Mise à jour du récit • Apr 03
ORI: Refined Assumptions Will Support A Sustained Bullish Fair Value Outlook
Analysts have trimmed their price target for Orica slightly to A$25.64 from A$25.75. This reflects small adjustments to assumptions around revenue growth, profit margins and the future P/E multiple.Mise à jour du récit • Mar 19
ORI: Slightly Higher Assumptions Will Support A Steady Bullish Fair Value Outlook
Analysts have trimmed their price target on Orica from A$26.50 to A$25.75 as small adjustments to key inputs, including discount rate, revenue growth, profit margin and future P/E assumptions, filter through their valuation models. Valuation Changes Fair Value: A$26.50 to A$25.75, a small downward adjustment to the modelled valuation.Mise à jour du récit • Mar 04
ORI: Slightly Lower Assumptions Will Support A Steady Bullish Fair Value Outlook
Analysts have nudged their fair value estimate for Orica slightly lower to A$26.50 from A$26.58, reflecting modest adjustments to the discount rate, revenue growth and profit margin assumptions while keeping the future P/E view broadly stable. Valuation Changes Fair Value: Trimmed slightly to A$26.50 from A$26.58.Mise à jour du récit • Feb 18
ORI: Slightly Higher Return Assumptions Will Support A Steady Fair Value Outlook
Analysts now set their price target for Orica at about A$26.58, up slightly from around A$26.44, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: A$26.44 to A$26.58, a slight upward adjustment in the modelled estimate.Article d’analyse • Feb 16
Is Orica (ASX:ORI) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Mise à jour du récit • Feb 04
ORI: Expanded Buyback And Stable Assumptions Will Support Fairly Valued Outlook
Analysts have nudged their price target for Orica slightly higher to A$26.44 from A$26.10, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Orica increased its equity buyback authorization by A$100 million to a total of A$500 million on November 13, 2025, expanding the size of its existing program (Key Developments).Article d’analyse • Jan 26
Why We're Not Concerned About Orica Limited's (ASX:ORI) Share Price
With a price-to-earnings (or "P/E") ratio of 74.3x Orica Limited ( ASX:ORI ) may be sending very bearish signals at the...Mise à jour du récit • Jan 20
ORI: Expanded Buyback And Steady Assumptions Will Support Fairly Balanced Outlook
Analysts now keep their fair value estimate for Orica steady at A$26.10, with only marginal adjustments to model inputs such as the discount rate, long-term revenue growth, profit margin and future P/E assumptions resulting in an unchanged price target. What's in the News On November 13, 2025, Orica increased its equity buyback authority by A$100 million to a total of A$500 million, signaling continued use of capital for share repurchases (Key Developments).Mise à jour du récit • Jan 06
ORI: Expanded Buyback And Steady Assumptions Will Support Fairly Balanced Outlook
Analysts have reaffirmed their price target on Orica at A$26.10, with only minor tweaks to inputs such as the discount rate, long run revenue growth, profit margin and assumed future P/E. This keeps their valuation view broadly unchanged.Mise à jour du récit • Dec 22
ORI: Expanded Buyback And Higher Dividend Will Support Moderately Balanced Outlook
Narrative Update Analysts have raised their price target on Orica to approximately A$26.10 from A$23.68, reflecting slightly lower perceived risk, stronger expected revenue growth, and a higher future earnings multiple that more than offset a modest downward revision to profit margins. What's in the News Expanded equity buyback authorization by AUD 100 million, lifting the total program to AUD 500 million as of November 13, 2025 (company announcement) Declared an increased ordinary dividend of AUD 0.32 per share for the six months ended September 30, 2025, with ex date November 21, record date November 24, and payment date December 22, 2025 (company announcement) Valuation Changes Fair Value Estimate has risen moderately to approximately A$26.10 from about A$23.68.Mise à jour du récit • Dec 08
ORI: Expanded Buyback And Dividend Will Support Moderately Balanced Future Outlook
Analysts have nudged their price target for Orica slightly higher to reflect a modest improvement in the company’s risk profile and earnings sustainability, with the updated valuation now implying a fair value of approximately $23.68 per share. What's in the News Orica increased its equity buyback plan by AUD 100 million on November 13, 2025, lifting the total authorization to AUD 500 million (company announcement).Mise à jour du récit • Nov 24
ORI: Buyback Expansion And Dividend Actions Will Shape Balanced Market Sentiment
Analysts have adjusted their price target for Orica upward from $23.38 to $23.68. This change reflects updated forecasts and supportive changes in core financial metrics.Article d’analyse • Nov 17
Orica (ASX:ORI) Is Paying Out A Larger Dividend Than Last Year
Orica Limited ( ASX:ORI ) has announced that it will be increasing its dividend from last year's comparable payment on...Mise à jour du récit • Nov 07
ORI: Revenue Forecasts Will Drive Modest Shifts In Future Market Expectations
Analysts have raised their price target for Orica, increasing the estimated fair value from $22.95 to $23.38. This change reflects slightly improved revenue growth forecasts and updated discount rates.Article d’analyse • Nov 03
Estimating The Intrinsic Value Of Orica Limited (ASX:ORI)
Key Insights The projected fair value for Orica is AU$24.40 based on 2 Stage Free Cash Flow to Equity Orica's AU$22.14...Mise à jour du récit • Oct 24
Sustained Earnings Expected From Recent Acquisitions And Technology Improvements
Analysts have raised their price target for Orica from $22.56 to $22.95. They cite a slight improvement in projected revenue growth, while discount rates remain stable and profit margin expectations have been adjusted only slightly.Mise à jour du récit • Sep 23
Terra Insights And Cyanco Acquisitions, Advanced Blasting Tech, And Sustainability Efforts Will Boost Earnings Growth
Orica's fair value has been revised marginally higher as analysts factor in slightly improved revenue growth expectations, with the consensus price target moving from A$22.17 to A$22.56. Valuation Changes Summary of Valuation Changes for Orica The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$22.17 to A$22.56.Mise à jour du récit • Sep 08
Terra Insights And Cyanco Acquisitions, Advanced Blasting Tech, And Sustainability Efforts Will Boost Earnings Growth
Despite lower consensus revenue growth forecasts, a higher future P/E multiple has supported a moderate increase in Orica’s analyst price target to A$22.17. Valuation Changes Summary of Valuation Changes for Orica The Consensus Analyst Price Target has risen slightly from A$21.56 to A$22.17.Article d’analyse • Aug 08
Does Orica (ASX:ORI) Have A Healthy Balance Sheet?
ASX:ORI 1 Year Share Price vs Fair Value Explore Orica's Fair Values from the Community and select yours Some say...Article d’analyse • Jul 08
An Intrinsic Calculation For Orica Limited (ASX:ORI) Suggests It's 41% Undervalued
Key Insights The projected fair value for Orica is AU$33.84 based on 2 Stage Free Cash Flow to Equity Orica's AU$19.82...Article d’analyse • Jun 20
The Price Is Right For Orica Limited (ASX:ORI)
It's not a stretch to say that Orica Limited's ( ASX:ORI ) price-to-sales (or "P/S") ratio of 1.2x right now seems...
Nouveau récit • Dec 06
Terra Insights And Cyanco Acquisitions, Advanced Blasting Tech, And Sustainability Efforts Will Boost Earnings Growth
Strategic acquisitions and focus on advanced technology are expected to drive revenue growth and enhance earnings through integration and cross-selling opportunities.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 9/30/2028 | 8,651 | 706 | 902 | 1,234 | 14 |
| 9/30/2027 | 8,414 | 646 | 751 | 1,109 | 14 |
| 9/30/2026 | 8,124 | 269 | 303 | 642 | 14 |
| 3/31/2026 | 8,116 | 251 | 465 | 935 | N/A |
| 12/31/2025 | 8,149 | 207 | 500 | 942 | N/A |
| 9/30/2025 | 8,183 | 162 | 535 | 949 | N/A |
| 6/30/2025 | 8,104 | 130 | 495 | 906 | N/A |
| 3/31/2025 | 7,999 | 98 | 456 | 862 | N/A |
| 12/31/2024 | 7,845 | 311 | 403 | 835 | N/A |
| 9/30/2024 | 7,691 | 525 | 351 | 808 | N/A |
| 6/30/2024 | 7,647 | 518 | 468 | 948 | N/A |
| 3/31/2024 | 7,604 | 511 | 585 | 1,088 | N/A |
| 12/31/2023 | 7,775 | 403 | 522 | 993 | N/A |
| 9/30/2023 | 7,945 | 296 | 460 | 899 | N/A |
| 6/30/2023 | 7,997 | 282 | 314 | 710 | N/A |
| 3/31/2023 | 8,049 | 267 | 169 | 521 | N/A |
| 12/31/2022 | 7,573 | 206 | 91 | 441 | N/A |
| 9/30/2022 | 7,096 | 145 | 13 | 362 | N/A |
| 3/31/2022 | 5,870 | -262 | -19 | 323 | N/A |
| 12/31/2021 | 5,556 | -225 | 138 | 471 | N/A |
| 9/30/2021 | 5,242 | -188 | 296 | 619 | N/A |
| 3/31/2021 | 4,690 | -21 | -70 | 176 | N/A |
| 12/31/2020 | 4,926 | 25 | -158 | 161 | N/A |
| 9/30/2020 | 5,161 | 71 | -247 | 145 | N/A |
| 6/30/2020 | 5,789 | 273 | -44 | 474 | N/A |
| 3/31/2020 | 5,948 | 377 | 158 | 671 | N/A |
| 12/31/2019 | 5,922 | 311 | N/A | 708 | N/A |
| 9/30/2019 | 5,896 | 245 | N/A | 746 | N/A |
| 6/30/2019 | 5,794 | 230 | N/A | 758 | N/A |
| 3/31/2019 | 5,691 | 214 | N/A | 770 | N/A |
| 12/31/2018 | 5,547 | 83 | N/A | 692 | N/A |
| 9/30/2018 | 5,402 | -48 | N/A | 615 | N/A |
| 6/30/2018 | 5,282 | -43 | N/A | 478 | N/A |
| 3/31/2018 | 5,162 | -38 | N/A | 340 | N/A |
| 12/31/2017 | 5,116 | 174 | N/A | 403 | N/A |
| 9/30/2017 | 5,070 | 386 | N/A | 466 | N/A |
| 6/30/2017 | 5,035 | 388 | N/A | 633 | N/A |
| 3/31/2017 | 4,999 | 389 | N/A | 800 | N/A |
| 12/31/2016 | 5,055 | 366 | N/A | 789 | N/A |
| 9/30/2016 | 5,111 | 343 | N/A | 778 | N/A |
| 3/31/2016 | 5,431 | -1,336 | N/A | 593 | N/A |
| 12/31/2015 | 5,552 | -1,306 | N/A | 666 | N/A |
| 9/30/2015 | 5,673 | -1,275 | N/A | 739 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ORI ( 27.6% par an) est supérieure au taux d'épargne ( 3.6% ).
Bénéfices vs marché: Les bénéfices de ORI ( 27.6% par an) devraient croître plus rapidement que le marché Australian ( 11.9% par an).
Croissance élevée des bénéfices: Les bénéfices de ORI devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ORI ( 2.4% par an) devrait croître plus lentement que le marché de Australian ( 6.1% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ORI ( 2.4% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ORI devrait être faible dans 3 ans ( 17.5 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 03:40 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Orica Limited est couverte par 33 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Joseph House | Bell Potter |