PLS Group Limited

ASX:PLS Rapport sur les actions

Capitalisation boursière : AU$19.8b

PLS Group Gestion

Gestion contrôle des critères 3/4

Le PDG PLS Group est Dale Henderson, nommé en Jul2022, a un mandat de 3.83 ans. La rémunération annuelle totale est A$ 5.09M, composée du salaire de 28.9% et des bonus 71.1%, y compris les actions et options de la société. détient directement 0.095% des actions de la société, d'une valeur de A$ 18.79M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.9 ans et 4.6 ans.

Informations clés

Dale Henderson

Directeur général

AU$5.1m

Rémunération totale

Pourcentage du salaire du PDG28.88%
Durée du mandat du directeur général3.8yrs
Propriété du PDG0.09%
Durée moyenne d'occupation des postes de direction2.9yrs
Durée moyenne du mandat des membres du conseil d'administration4.6yrs

Mises à jour récentes de la gestion

Article d’analyse Nov 18

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Pilbara Minerals to hold its Annual General Meeting on 25th of November CEO Dale Henderson's total...

Recent updates

Mise à jour du récit May 19

PLS: Index Additions Will Sustain Rich Multiple Despite Higher Discount Rate

Analysts have modestly raised the price target for PLS Group to A$2.82 from A$2.63, reflecting updated views on discount rates, revenue growth and profit margins that feed into their refreshed fair value estimates. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing the stock into a wider set of domestic institutional benchmarks (Key Developments).
Mise à jour du récit Apr 30

PLS: Index Inclusions And Steady Output Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group from A$5.80 to A$6.70, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing it into a wider group of large Australian listed companies that index funds and benchmarked investors track (Key Developments).
Mise à jour du récit Apr 15

PLS: Index Additions Will Not Prevent Future P/E Constraining Upside

Analysts have revised their price target on PLS Group to A$4.78 from A$4.57, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, putting the company alongside some of the larger and more traded names on the Australian market (Key Developments).
Mise à jour du récit Apr 01

PLS: Lower Assumed Future P/E Will Constrain Share Price Upside

Analysts have lifted their price target for PLS Group to A$4.57 from A$3.00, reflecting updated assumptions for higher revenue growth, a stronger profit margin profile and a lower future P/E multiple. What's in the News PLS Group Limited added to the S&P/ASX 50 Index, increasing its visibility among large Australian equities (Key Developments).
Mise à jour du récit Mar 18

PLS: Higher Margins And Steady Output Will Support Stronger Share Pricing

Analysts have modestly revised their price target on PLS Group to A$5.80. This reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged.
Mise à jour du récit Mar 04

PLS: Higher Margins And Solid Output Will Support Stronger Share Pricing

Analysts have nudged their price target for PLS Group higher to A$5.80 from A$5.60, pointing to updated assumptions that combine a slightly higher discount rate with revised expectations for revenue growth, profit margins and future P/E. What's in the News PLS Group reported production results for the first half of fiscal 2026, with output of 432.8 Kt compared with 408.3 Kt in the same period a year earlier (Key Developments).
Mise à jour du récit Feb 17

PLS: Rich Multiple Will Likely Persist Despite Higher Margins And Rebranding

Analysts have raised their price target for PLS Group to A$2.63 from A$2.40, citing updated assumptions for higher revenue, improved profit margins and a lower future P/E multiple. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited.
Mise à jour du récit Feb 03

PLS: Rebranding And Higher Margin Outlook Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group after updating their assumptions for fair value, revenue growth, profit margins and a lower future P/E multiple, resulting in a higher implied valuation for the shares. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, marking a formal rebranding of the listed entity (Key Developments).
Mise à jour du récit Jan 20

PLS: Rich Multiple Will Likely Outweigh Stronger Margins Going Forward

Analysts have raised their price target on PLS Group from A$2.10 to A$2.40, citing updated assumptions based on higher expected revenue, an improved profit margin profile and a lower future P/E estimate in their models. What's in the News PLS Group is the new corporate name for Pilbara Minerals Limited, following an official change on November 25, 2025.
Mise à jour du récit Jan 06

PLS: Elevated Future P/E Will Constrain Returns Despite Firmer Margins

The analyst price target for PLS Group remains at US$2.10, with analysts citing slightly adjusted assumptions for revenue growth, profit margins and future P/E as the basis for maintaining this level. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, reflecting the new corporate identity of the company (Key Developments).
Mise à jour du récit Dec 14

PLS: Future Profits Will Lag Stronger Revenue As Margins Compress

Analysts have raised their price target on PLS Group significantly to reflect stronger projected revenue growth and higher perceived fair value, despite moderating profit margin expectations and a higher discount rate. What's in the News Pilbara Minerals Limited has rebranded as PLS Group Limited, signaling a broader corporate identity and strategic repositioning (company announcement).
Mise à jour du récit Nov 30

PLS: Higher Discount Rate And Margin Pressure Will Limit Share Price Upside

Analysts have raised their price target for PLS Group from $2.89 to $3.00, citing revised expectations for slightly higher revenue growth and valuation multiples, even though there is a modest reduction in projected profit margins. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited (Key Developments).
Article d’analyse Nov 18

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Pilbara Minerals to hold its Annual General Meeting on 25th of November CEO Dale Henderson's total...
Mise à jour du récit Nov 16

PLS: Rising Lithium Uncertainty Will Likely Limit Further Share Price Upside

The analyst price target for Pilbara Minerals has risen to A$2.89 from A$2.69. Analysts cite improving lithium prices and moderately stronger company fundamentals as key drivers of the upward revision.
Mise à jour du récit Nov 01

PLS: Recent Price Rally Will Limit Further Upside Amid Market Uncertainty

The average analyst price target for Pilbara Minerals has increased by A$0.46 to A$2.69, as analysts cite improving profit margins, stronger forecasted revenue growth, and expectations of firmer lithium prices as key drivers behind the upward revision. Analyst Commentary Recent updates from equity research firms reflect a diversity of opinion on the outlook for Pilbara Minerals, with revisions both upwards and downwards in response to developments in the lithium market and company-specific performance.
Mise à jour du récit Oct 17

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has been raised from A$2.16 to A$2.23, as analysts cite a shift towards higher lithium price expectations. This comes despite continued caution around sustainability and valuation in the sector.
Mise à jour du récit Oct 03

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has increased modestly, rising by A$0.03 to A$2.16. Analysts cite sustained high lithium prices but express caution regarding valuation following recent share price gains.
Mise à jour du récit Aug 27

Major Plant Expansions And Advanced Technology Will Unlock Lithium Potential

Analysts have raised Pilbara Minerals' price target to A$2.13, reflecting improved expectations for lithium prices and commodity fundamentals, though sentiment remains more neutral given recent share price appreciation and valuation concerns. Analyst Commentary Upward revisions to price targets based on expectations of higher lithium prices.
Article d’analyse Aug 27

AU$2.13 - That's What Analysts Think Pilbara Minerals Limited (ASX:PLS) Is Worth After These Results

Shareholders might have noticed that Pilbara Minerals Limited ( ASX:PLS ) filed its full-year result this time last...
Article d’analyse Aug 17

Improved Revenues Required Before Pilbara Minerals Limited (ASX:PLS) Stock's 29% Jump Looks Justified

Despite an already strong run, Pilbara Minerals Limited ( ASX:PLS ) shares have been powering on, with a gain of 29% in...
Article d’analyse Aug 01

A Look At The Intrinsic Value Of Pilbara Minerals Limited (ASX:PLS)

Key Insights The projected fair value for Pilbara Minerals is AU$2.08 based on 2 Stage Free Cash Flow to Equity Pilbara...
Article d’analyse Jul 03

Pilbara Minerals Limited (ASX:PLS) Shares Fly 34% But Investors Aren't Buying For Growth

Pilbara Minerals Limited ( ASX:PLS ) shareholders would be excited to see that the share price has had a great month...
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Nouveau récit Dec 09

Strategic P1000 Expansion And POSCO Partnership Propel Lithium Growth And Boost Margins

Strategic projects and acquisitions aim to enhance production capacity, diversify revenue, and reduce costs, improving operational efficiency and future growth prospects.

Analyse de la rémunération des PDG

Comment la rémunération de Dale Henderson a-t-elle évolué par rapport aux bénéfices de PLS Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025n/an/a

-AU$94m

Sep 30 2025n/an/a

-AU$145m

Jun 30 2025AU$5mAU$1m

-AU$196m

Mar 31 2025n/an/a

-AU$114m

Dec 31 2024n/an/a

-AU$33m

Sep 30 2024n/an/a

AU$112m

Jun 30 2024AU$4mAU$1m

AU$257m

Mar 31 2024n/an/a

AU$813m

Dec 31 2023n/an/a

AU$1b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$4mAU$1m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$1b

Jun 30 2022AU$1mAU$491k

AU$562m

Mar 31 2022n/an/a

AU$323m

Dec 31 2021n/an/a

AU$84m

Sep 30 2021n/an/a

AU$16m

Jun 30 2021AU$1mAU$375k

-AU$51m

Mar 31 2021n/an/a

-AU$54m

Dec 31 2020n/an/a

-AU$57m

Sep 30 2020n/an/a

-AU$78m

Jun 30 2020AU$754kAU$411k

-AU$99m

Mar 31 2020n/an/a

-AU$90m

Dec 31 2019n/an/a

-AU$80m

Sep 30 2019n/an/a

-AU$55m

Jun 30 2019AU$688kAU$429k

-AU$29m

Rémunération vs marché: La rémunération totale de Dale ($USD 3.63M ) est dans la moyenne des entreprises de taille similaire sur le marché Australian ($USD 3.96M ).

Rémunération et revenus: La rémunération de Dale a augmenté alors que l'entreprise n'est pas rentable.


PDG

Dale Henderson

3.8yrs
Titularisation
AU$5,089,542
Compensation

Mr. Dale Robert Henderson, B Eng (Civil), GAICD, is Non-Executive Director of Posco Lithium Solution from December 8, 2022. He had been Chief Operating Officer at Pilbara Minerals Limited since March 05, 2...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Dale Henderson
MD, CEO & Executive Director3.8yrsAU$5.09m0.095%
A$ 18.8m
Alex Willcocks
Chief Financial Officerless than a yearpas de donnéespas de données
Brett McFadgen
Chief Operating Officer1.8yrspas de donnéespas de données
James Fuller
Manager of IRno datapas de donnéespas de données
Sandra McInnes
Chief People & Sustainability Officer3.3yrspas de donnéespas de données
John Stanning
Chief Development Officer3.3yrspas de donnéespas de données
Danielle Webber
Company Secretary2.5yrspas de donnéespas de données
2.9yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de PLS est considérée comme expérimentée (ancienneté moyenne 2.9 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Dale Henderson
MD, CEO & Executive Directorno dataAU$5.09m0.095%
A$ 18.8m
Kathleen Conlon
Independent Non-Executive Chairman2.3yrsAU$425.00k0.0025%
A$ 504.1k
Nicholas Cernotta
Independent Non-Executive Director9.3yrsAU$218.49k0.011%
A$ 2.2m
Sally-Anne Layman
Independent Non-Executive Director8.1yrsAU$223.00k0.0053%
A$ 1.1m
Miriam Stanborough
Independent Non-Executive Director4.6yrsAU$203.92k0.0036%
A$ 708.6k
Robert Nicholson
Non-Executive Directorless than a yearpas de données0.00093%
A$ 184.6k
4.6yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de PLS sont considérés comme expérimentés (ancienneté moyenne 4.6 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 06:48
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2025/12/31
Revenus annuels2025/06/30

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

PLS Group Limited est couverte par 33 analystes. 15 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.

AnalysteInstitution
Aryan NoroziBarrenjoey Markets Pty Limited
Glyn LawcockBarrenjoey Markets Pty Limited
Josh KannourakisBarrenjoey Markets Pty Limited