South32 Croissance future
Future contrôle des critères 3/6
South32 devrait augmenter ses bénéfices et son chiffre d'affaires de 25.9% et de 1.9% par an respectivement. Le BPA devrait croître de de 30% par an. Le rendement des capitaux propres devrait être 12.2% dans 3 ans.
Informations clés
25.9%
Taux de croissance des bénéfices
29.99%
Taux de croissance du BPA
| Metals and Mining croissance des bénéfices | 14.5% |
| Taux de croissance des recettes | 1.9% |
| Rendement futur des capitaux propres | 12.16% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 21 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 09
S32: Citi Upgrade And Hermosa Progress Will Support Future Upside
Analysts now see South32's fair value at about A$4.63 per share, down from roughly A$4.91. This reflects updated assumptions for revenue growth, profit margins and a higher future P/E, despite recent Street research that has included an upgrade and a higher price target from Citi.Mise à jour du récit • Apr 25
S32: Citi Upgrade And West Musgrave Option Will Drive Future Upside
Analysts have lifted their A$ price target for South32 slightly, reflecting updated assumptions for fair value, revenue growth, discount rate and future P/E after recent supportive research. Analyst Commentary Recent research has focused on how revised assumptions for fair value, revenue trajectories, discount rate and future P/E feed into South32's updated price targets.Mise à jour du récit • Apr 09
S32: Recent Upgrades And West Musgrave Option Will Shape Balanced Outlook
Narrative Update Analysts have lifted their price target for South32 to A$4.84 from A$4.78, citing slightly higher assumed profit margins and a modestly higher future P/E multiple. Together, these factors offset a more cautious revenue growth outlook and an updated discount rate.Mise à jour du récit • Mar 26
S32: UBS Upgrade And West Musgrave Option Will Shape Bullish Outlook
South32's updated analyst price target has moved from A$4.69 to A$4.78, with analysts pointing to refreshed fair value estimates and slightly adjusted discount rate and P/E assumptions following recent target hikes and upgrades from the Street. Analyst Commentary Recent research points to a more refined view of South32, with target changes and an upgrade reflecting how analysts are reassessing valuation, execution risks and growth options rather than reacting to a single catalyst.Mise à jour du récit • Mar 08
S32: UBS Upgrade And Mozal Power Shift Will Guide Balanced Outlook
Analysts have nudged their fair value estimate for South32 slightly higher to A$4.69 from A$4.67, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E following recent price target and rating changes at major brokers. Analyst Commentary Recent Street research highlights a mix of optimism and caution around South32, with valuation adjustments and rating changes reflecting differing views on how the company may execute on its plans and how that might flow through to earnings and cash flow.Mise à jour du récit • Feb 21
S32: UBS Upgrade And Mozal Power Move Will Shape Balanced Outlook
Analysts have lifted their A$ fair value estimate for South32 from about A$4.37 to roughly A$4.67, reflecting updated views on revenue growth, margins and future P/E after recent price target revisions and upgrades from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade and higher price target as support for the revised A$ fair value estimate, suggesting that current pricing assumptions for South32 may be too conservative relative to their outlook.Mise à jour du récit • Feb 05
S32: UBS Upgrade And Mozal Power Transition Will Shape Balanced Outlook
Analysts have lifted their price target on South32 by about A$0.22, citing updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E assumptions following recent research, including the latest UBS upgrade. Analyst Commentary Recent research, including the latest UBS upgrade, highlights a mix of supportive and cautious views on South32's outlook and valuation.Mise à jour du récit • Jan 22
S32: Mozal Power Uncertainty And Improved Margins Will Shape Steady Outlook
Analysts have lifted their price target on South32 to around A$4.15 from about A$3.50, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News South32 plans to place the Mozal Aluminium operation on care and maintenance on or around 15 March 2026 after not securing a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).Mise à jour du récit • Jan 07
S32: Mozal Suspension And Cannington Sale Prospects Will Shape Steady Outlook
Analysts have nudged their price target for South32 slightly higher to A$3.50 from about A$3.48, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News South32 plans to place the Mozal Aluminium operation in Mozambique on care and maintenance on or around 15 March 2026, as it has not secured a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).Mise à jour du récit • Dec 15
S32: Cannington Sale Prospects Will Shape Outlook Amid Steady Earnings Expectations
Narrative Update on South32 The analyst price target for South32 has been raised from $3.38 to $3.48 as analysts factor in slightly stronger long term revenue growth and higher future valuation multiples. This is partially offset by modestly lower profit margin expectations and a marginally higher discount rate.Mise à jour du récit • Nov 29
S32: Outlook Will Balance Cannington Sale Process And Consistent Earnings Performance
Analysts have slightly increased their price target for South32, raising the estimated fair value from $3.32 to $3.38 per share. This adjustment reflects updated discount rate assumptions.Mise à jour du récit • Nov 15
S32: Outlook Will Reflect Mine Sale Talks And Stable Operations Into 2026
South32’s analyst price target has been modestly raised from $3.30 to $3.32, as analysts cite improved revenue growth forecasts. This increase is partially offset by a slightly higher discount rate and a marginally lower profit margin outlook.Mise à jour du récit • Nov 01
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
Analysts have modestly increased their price target for South32, raising the fair value estimate from $3.26 to $3.30. They cite updated views on discount rates as well as the outlook for growth and profitability.Mise à jour du récit • Oct 17
Base Metals Expansion Will Unlock Opportunities In Decarbonization
Analysts have raised their price target for South32 from $3.11 to $3.26. This change reflects improved expectations based on higher forecast revenue growth and profit margins.Mise à jour du récit • Oct 03
Base Metals Expansion Will Unlock Opportunities In Decarbonization
Analysts have modestly raised their price target for South32, increasing it from $3.05 to $3.11 per share. They cited slightly improved revenue growth expectations, along with minor adjustments to forecast discount rates and profit margins.Article d’analyse • Sep 04
Statutory Profit Doesn't Reflect How Good South32's (ASX:S32) Earnings Are
Even though South32 Limited ( ASX:S32 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...Mise à jour du récit • Aug 27
Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations
A significant reduction in expected revenue growth and a sharp rise in the future P/E multiple have driven a slight downward revision in South32’s consensus analyst price target, now at A$3.27. What's in the News South32 has signaled significant uncertainty over securing sufficient and affordable electricity for the Mozal Aluminium smelter beyond March 2026, triggering halted investment, pot relining stoppage, and contractor stand-downs; Mozal is likely to be placed on care and maintenance once the current agreement expires.
Nouveau récit • Apr 25
Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations
The Worsley Mine Project and GEMCO restart promise future revenue growth and improved operating margins, backed by recent approvals and phased mining activities.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 6/30/2028 | 6,628 | 1,266 | 1,291 | 2,008 | 14 |
| 6/30/2027 | 6,627 | 1,227 | 1,083 | 2,014 | 15 |
| 6/30/2026 | 6,731 | 912 | 211 | 1,472 | 15 |
| 12/31/2025 | 5,906 | 394 | 378 | 1,426 | N/A |
| 9/30/2025 | 5,944 | 356 | 355 | 1,381 | N/A |
| 6/30/2025 | 5,982 | 318 | 332 | 1,335 | N/A |
| 3/31/2025 | 5,572 | 119 | 336 | 1,351 | N/A |
| 12/31/2024 | 5,403 | -63 | 339 | 1,366 | N/A |
| 9/30/2024 | 5,212 | -254 | 169 | 1,243 | N/A |
| 6/30/2024 | 5,020 | -446 | -2 | 1,119 | N/A |
| 12/31/2023 | 4,564 | -1,329 | -283 | 802 | N/A |
| 9/30/2023 | 5,158 | -973 | 14 | 997 | N/A |
| 6/30/2023 | 5,752 | -618 | 311 | 1,191 | N/A |
| 3/31/2023 | 8,310 | 1,075 | 1,045 | 1,840 | N/A |
| 12/31/2022 | 9,082 | 2,322 | 1,779 | 2,489 | N/A |
| 9/30/2022 | 9,229 | 2,496 | 2,127 | 2,780 | N/A |
| 6/30/2022 | 9,375 | 2,669 | 2,474 | 3,070 | N/A |
| 3/31/2022 | 8,228 | 1,842 | 1,985 | 2,565 | N/A |
| 12/31/2021 | 7,081 | 1,014 | 1,496 | 2,059 | N/A |
| 9/30/2021 | 6,330 | 578 | 1,155 | 1,732 | N/A |
| 6/30/2021 | 5,578 | 142 | 814 | 1,405 | N/A |
| 12/31/2020 | 4,326 | 219 | 506 | 1,142 | N/A |
| 9/30/2020 | 4,730 | 189 | 549 | 1,254 | N/A |
| 6/30/2020 | 5,133 | 158 | 592 | 1,365 | N/A |
| 3/31/2020 | 6,587 | -106 | 619 | 1,441 | N/A |
| 12/31/2019 | 6,928 | -147 | 645 | 1,517 | N/A |
| 9/30/2019 | 7,224 | 121 | N/A | 1,667 | N/A |
| 6/30/2019 | 7,519 | 389 | N/A | 1,817 | N/A |
| 3/31/2019 | 7,788 | 907 | N/A | 2,122 | N/A |
| 12/31/2018 | 8,057 | 1,424 | N/A | 2,426 | N/A |
| 9/30/2018 | 7,901 | 1,378 | N/A | 2,072 | N/A |
| 6/30/2018 | 7,744 | 1,332 | N/A | 1,717 | N/A |
| 3/31/2018 | 7,600 | 1,243 | N/A | 1,750 | N/A |
| 12/31/2017 | 7,456 | 1,154 | N/A | 1,783 | N/A |
| 9/30/2017 | 7,326 | 1,193 | N/A | 1,958 | N/A |
| 6/30/2017 | 7,195 | 1,231 | N/A | 2,132 | N/A |
| 3/31/2017 | 6,765 | 993 | N/A | 1,690 | N/A |
| 12/31/2016 | 6,334 | 754 | N/A | 1,247 | N/A |
| 9/30/2016 | 6,227 | -430 | N/A | 1,139 | N/A |
| 6/30/2016 | 6,119 | -1,615 | N/A | 1,030 | N/A |
| 3/31/2016 | 6,288 | -2,100 | N/A | 955 | N/A |
| 12/31/2015 | 6,457 | -2,585 | N/A | 879 | N/A |
| 9/30/2015 | 5,265 | -1,755 | N/A | 775 | N/A |
| 6/30/2015 | 4,072 | -926 | N/A | 670 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de S32 ( 25.9% par an) est supérieure au taux d'épargne ( 3.6% ).
Bénéfices vs marché: Les bénéfices de S32 ( 25.9% par an) devraient croître plus rapidement que le marché Australian ( 11.9% par an).
Croissance élevée des bénéfices: Les bénéfices de S32 devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de S32 ( 1.9% par an) devrait croître plus lentement que le marché de Australian ( 6.1% par an).
Croissance élevée des revenus: Le chiffre d'affaires de S32 ( 1.9% 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 S32 devrait être faible dans 3 ans ( 12.2 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 22:26 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
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.
| 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
South32 Limited est couverte par 39 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.
| Analyste | Institution |
|---|---|
| Ayan Ghosh | Avior Capital Markets |
| Izak Rossouw | Barclays |
| Izak Rossouw | Barclays |