Sandfire Resources Gestion
Gestion contrôle des critères 4/4
Le PDG Sandfire Resources est Brendan Harris, nommé en Apr2023, a un mandat de 3.42 ans. La rémunération annuelle totale est $ 3.15M, composée du salaire de 30.1% et des bonus 69.9%, y compris les actions et options de la société. détient directement 0.18% des actions de la société, d'une valeur de A$ 17.99M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3 ans et 4.2 ans.
Informations clés
Brendan Harris
Directeur général
US$3.1m
Rémunération totale
| Pourcentage du salaire du PDG | 30.14% |
| Durée du mandat du directeur général | 3.4yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.2yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 09
SFR: Future Returns Will Balance Copper Support With Re Rating Risks
Analysts have lifted their fair value estimate for Sandfire Resources to A$22.19 from A$20.06, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, even as recent research points to more limited upside from current share levels. Analyst Commentary Recent research on Sandfire Resources points to a more balanced view, with analysts acknowledging solid execution and a supportive copper backdrop while questioning how much upside remains from current levels.
Mise à jour du récit • Aug 26
SFR: Recent Downgrades Will Likely Cap Further Upside Near Term
Analysts have reset their fair value estimate for Sandfire Resources from A$16.05 to A$19.20. This reflects recent price target moves and comments that consistent operational delivery and a copper supportive macro backdrop are now largely captured in the stock, with limited further upside identified at current levels.Mise à jour du récit • Aug 08
SFR: Recent Downgrade May Signal Limited Upside Despite Rich Earnings Multiple
Analysts lifted their fair value estimate for Sandfire Resources from about A$15.09 to roughly A$16.05, even as an unchanged A$20 Street price target and a recent downgrade to Sector Perform signal a view that upside from current levels may be limited. What's in the News for Sandfire Resources No recent company specific news items or key developments for Sandfire Resources were provided in the available sources as of 6 Aug 2026.Mise à jour du récit • Jul 25
SFR: Future Returns Will Rely On Copper Momentum And Margins
Analysts have increased their fair value estimate for Sandfire Resources from A$19.40 to A$20.06, with the updated A$20 price target reflecting revised assumptions on growth and margins, while recent research indicates limited upside from current levels. What’s in the News for Sandfire Resources Sandfire Resources has attracted increased investor interest, with the share price recently rising over 4%, according to recent coverage.
Mise à jour du récit • Jul 11
SFR: Copper Demand And Higher Margins Will Support Future Upside Potential
Analysts have lifted their price target on Sandfire Resources from A$17.30 to A$24.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the change. What's in the News Sandfire Resources shares recently traded at $19.41, with a 4.3% gain reported in the session highlighted by the primary news source.Mise à jour du récit • Jun 27
SFR: Rising Copper Prices May Not Justify Rich Earnings Multiple
Analysts have lifted their price target on Sandfire Resources from A$11.45 to about A$15.09, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple as key drivers of the new valuation view. What’s in the News for Sandfire Resources Sandfire Resources is focusing on its dual hub production model at the MATSA complex in Spain and the Motheo project in Botswana, aiming to align output with elevated copper prices and demand linked to clean energy and data center projects, according to recent reports.Mise à jour du récit • Jun 13
SFR: Fair Outlook Will Depend On Margins And Index Inclusion
Analysts have raised their price target for Sandfire Resources to A$19.40 from about A$19.05, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples that are currently informing broader Street research views. What's in the News Sandfire Resources Limited (ASX:SFR) has been added to the FTSE All-World Index (USD), reflecting inclusion in a widely tracked global equity index.Mise à jour du récit • May 30
SFR: Fair Outlook Will Rely On Margins And Refined P/E Framework
Analysts have lifted their fair value estimate for Sandfire Resources from A$18.79 to A$19.05, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Analysts reviewing Sandfire Resources are focusing on how the updated assumptions for discount rates, revenue growth, profit margins and future P/E feed into the revised fair value estimate of A$19.05.Mise à jour du récit • May 10
SFR: Free Cash Flow Strength And Commodity Decks Will Shape Fair Outlook
Analysts have made a small upward revision to Sandfire Resources' price target, reflecting updated cash flow expectations and refreshed commodity price assumptions. Recent Street research includes moves from A$17.50 to A$18 and from A$19.50 to A$21.Mise à jour du récit • Apr 24
SFR: Free Cash Flow And Commodity Assumptions Will Guide Fair Outcome
Analysts have trimmed their fair value estimate for Sandfire Resources by A$0.17 to A$18.81, reflecting updated assumptions on discount rates, revenue growth, margins and future P/E, following recent research that includes higher Street price targets in the A$18 to A$21 range and continued focus on free cash flow and revised commodity price decks. Analyst Commentary Bullish Takeaways Bullish analysts point to strong free cash flow as a key support for the current valuation, arguing that consistent cash generation offers flexibility for funding projects or strengthening the balance sheet.Mise à jour du récit • Apr 09
SFR: Free Cash Flow Strength And 2026 Guidance Will Shape Fair Outcome
Analysts have trimmed the blended fair value estimate for Sandfire Resources by about A$0.10 to A$18.98. Recent Street research price target moves to A$18 and A$21 highlight a mix of updated commodity assumptions and views on cash flow strength.Mise à jour du récit • Mar 25
SFR: Free Cash Flow And 2026 Guidance Will Support Future Repricing
Analysts have lifted the fair value estimate for Sandfire Resources slightly to A$19.08 from A$18.99, citing updated commodity price assumptions and recent price target moves around A$18 to A$21, which are supported by free cash flow and valuation views. Analyst Commentary Recent research updates offer a mixed but constructive view on Sandfire Resources, with most commentary focused on refreshed commodity price assumptions, free cash flow support and where the shares sit relative to updated price targets.Mise à jour du récit • Mar 10
SFR: Free Cash Flow And 2026 Guidance Will Support Upside Repricing
Analysts have nudged their fair value estimate for Sandfire Resources slightly higher to about A$19.00 per share, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E, as well as recent price target increases to A$18 and A$21 that highlight ongoing focus on free cash flow and revised commodity price forecasts. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to strong free cash flow as a key support for their higher fair value assumptions, suggesting the current P/E they are using in models is underpinned by cash generation rather than just sentiment.Mise à jour du récit • Feb 24
SFR: Free Cash Flow And 2026 Output Guidance Will Support Balanced Risk Profile
Analysts have nudged their fair value estimate for Sandfire Resources higher to A$18.99 from A$18.53. This reflects updated views on free cash flow strength and revised commodity price assumptions feeding into revenue growth, margin, discount rate and future P/E inputs.Mise à jour du récit • Feb 09
SFR: Updated Production Outlook And Margins Will Likely Support Balanced Risk Profile
Analysts have nudged their price target for Sandfire Resources higher to A$18.53 from A$18.26, reflecting updated assumptions for revenue, profit margins and a slightly lower expected future P/E multiple. What's in the News Sandfire issued new production guidance for fiscal 2026, with Group copper equivalent (CuEq) output expected in a range of 149 kt to 165 kt.Mise à jour du récit • Jan 26
SFR: Updated Margin And Production Assumptions Will Likely Sustain Balanced Risk Profile
Narrative Update Analysts have lifted their price target for Sandfire Resources from A$15.65 to A$18.26, citing updated assumptions for revenue growth, profit margins, and a slightly revised discount rate and P/E expectations. What's in the News Sandfire Resources issued new production guidance for fiscal 2026, outlining expected Group CuEq production in a range of 149 kt to 165 kt.Mise à jour du récit • Jan 11
SFR: Higher Margin Assumptions Will Likely Sustain Material Downside Risk
Analysts have slightly raised their price target for Sandfire Resources to A$15.65 from A$15.30, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. Valuation Changes The fair value estimate has risen slightly from A$15.30 to A$15.65.Mise à jour du récit • Dec 15
SFR: Future Profitability Assumptions Will Likely Expose Downside Risk
Analysts have raised their price target for Sandfire Resources by approximately A$0.64 to A$15.30, citing slightly higher long term revenue growth and profit margin assumptions. Valuation Changes The fair value estimate has risen slightly from A$14.66 to A$15.30 per share, reflecting a modest uplift in intrinsic valuation.Mise à jour du récit • Dec 01
SFR: Fair Value Will Remain Balanced Despite Marginal Profit Pressure
Analysts have raised their price target for Sandfire Resources slightly, from $14.59 to $14.66, citing modest improvements in projected revenue growth and fair value estimates. Valuation Changes Fair Value has risen slightly from A$14.59 to A$14.66.Mise à jour du récit • Nov 16
SFR: Profit Margin Outlook Will Not Offset Overvaluation Risk
Narrative Update on Sandfire Resources: Analyst Price Target Change Analysts have increased their price target for Sandfire Resources slightly, raising it from $14.53 to $14.59. The change is attributed to improved profit margin forecasts and a modest uptick in fair value, even though revenue growth expectations have been tempered.Article d’analyse • Nov 01
An Intrinsic Calculation For Sandfire Resources Limited (ASX:SFR) Suggests It's 38% Undervalued
Key Insights Sandfire Resources' estimated fair value is AU$26.11 based on 2 Stage Free Cash Flow to Equity Current...Mise à jour du récit • Nov 01
SFR: Rising Discount Rate May Pressure Price Performance
Analysts have raised Sandfire Resources’ fair value estimate from $13.51 to $14.53 per share, citing improvements in revenue growth and profit margin forecasts as key drivers for the upward revision. Valuation Changes The fair value estimate has increased from A$13.51 to A$14.53 per share.Mise à jour du récit • Oct 18
Motheo Copper Mine And MATSA Will Secure Future Supply
Analysts have raised their price target for Sandfire Resources from $12.26 to $13.51. They highlighted improved profit margins and a more favorable long-term outlook as key drivers for the update.Mise à jour du récit • Oct 03
Motheo Copper Mine And MATSA Will Secure Future Supply
Analysts have raised their price target for Sandfire Resources from $11.87 to $12.26 per share. They cite improved revenue growth projections and a higher forecasted fair value for the company.Mise à jour du récit • Sep 04
Motheo Copper Mine And MATSA Will Secure Future Supply
Sandfire Resources’ future P/E has risen sharply while revenue growth forecasts have weakened, suggesting a less favorable earnings outlook, though the consensus price target has only edged up slightly to A$11.87. Valuation Changes Summary of Valuation Changes for Sandfire Resources The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$11.69 to A$11.87.Nouveau récit • May 11
MATSA And Motheo Production Will Advance Operational Efficiency
Projected production increases and successful cost management at MATSA and Motheo could boost revenue and enhance financial stability.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | US$3m | US$948k | US$356m |
| Mar 31 2026 | n/a | n/a | US$247m |
| Dec 31 2025 | n/a | n/a | US$139m |
| Sep 30 2025 | n/a | n/a | US$116m |
| Jun 30 2025 | US$3m | US$770k | US$93m |
| Mar 31 2025 | n/a | n/a | US$90m |
| Dec 31 2024 | n/a | n/a | US$87m |
| Sep 30 2024 | n/a | n/a | US$35m |
| Jun 30 2024 | US$4m | US$782k | -US$17m |
| Mar 31 2024 | n/a | n/a | -US$47m |
| Dec 31 2023 | n/a | n/a | -US$78m |
| Sep 30 2023 | n/a | n/a | -US$65m |
| Jun 30 2023 | US$926k | US$196k | -US$52m |
Rémunération vs marché: La rémunération totale de Brendan ($USD 3.15M ) est dans la moyenne des entreprises de taille similaire sur le marché Australian ($USD 3.07M ).
Rémunération et revenus: La rémunération de Brendan a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Brendan Harris (54 yo)
3.4yrs
Titularisation
US$3,145,411
Compensation
Mr. Brendan Harris, Bsc, CPA, served as Chief Human Resources and Commercial Officer at South32 Limited since October 2020 until December 2022. He serves as Chief Executive Officer, Managing Director and D...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, MD & Director | 3.4yrs | US$3.15m | 0.18% A$ 18.0m | |
| Chief Financial Officer | 2.9yrs | US$1.33m | 0.0046% A$ 451.7k | |
| Chief Operating Officer | 7yrs | US$1.18m | 0.10% A$ 10.3m | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Chief Legal & Compliance Officer and Company Secretary | 1.9yrs | pas de données | pas de données | |
| Chief People Officer | 4.3yrs | pas de données | pas de données | |
| Head of Commercial | no data | pas de données | pas de données | |
| Chief Sustainability Officer | 3yrs | pas de données | pas de données | |
| Head of Corporate Affairs | no data | pas de données | pas de données | |
| Joint Company Secretary | 2yrs | pas de données | pas de données |
3.0yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SFR est considérée comme expérimentée (ancienneté moyenne 3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, MD & Director | 3.4yrs | US$3.15m | 0.18% A$ 18.0m | |
| Independent Non-Executive Director | 4.2yrs | US$191.96k | pas de données | |
| Independent Non-Executive Director | 5.7yrs | US$162.62k | 0.0060% A$ 596.7k | |
| Independent Non-Executive Chairman | 5.7yrs | US$276.80k | 0.014% A$ 1.4m | |
| Independent Non-Executive Director | 3yrs | US$162.62k | pas de données | |
| Independent Non-Executive Director | 4.2yrs | US$163.31k | 0.00086% A$ 85.4k | |
| Independent Non-Executive Director | 6.2yrs | US$169.54k | 0.0062% A$ 617.5k |
4.2yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SFR sont considérés comme expérimentés (ancienneté moyenne 4.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/12 09:40 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2026/06/30 |
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 sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' 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
Sandfire Resources Limited est couverte par 24 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 |
|---|---|
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Kate McCutcheon | BofA Global Research |
| Timothy Hoff | Canaccord Genuity |