PPC Ltd

JSE:PPC Rapport sur les actions

Capitalisation boursière : R10.3b

PPC Croissance future

Future contrôle des critères 0/6

Les bénéfices de PPC devraient diminuer de 29.6% par an tandis que son chiffre d'affaires annuel devrait croître de 4.7% par an. Le BPA devrait croître de de 26.7% par an. Le rendement des capitaux propres devrait être 14.1% dans 3 ans.

Informations clés

-29.6%

Taux de croissance des bénéfices

26.73%

Taux de croissance du BPA

Basic Materials croissance des bénéfices9.8%
Taux de croissance des recettes4.7%
Rendement futur des capitaux propres14.05%
Couverture par les analystes

Low

Dernière mise à jour23 Mar 2026

Mises à jour récentes de la croissance future

Recent updates

Article d'analyse May 08

Should You Think About Buying PPC Ltd (JSE:PPC) Now?

PPC Ltd ( JSE:PPC ), might not be a large cap stock, but it saw a decent share price growth of 19% on the JSE over the...
Mise à jour de l'analyse Apr 25

PPC: Modest Price Trims Will Highlight Resilient Earnings Power

Analysts have trimmed their ZAR price targets on PPC by ZAR 2 to ZAR 5, citing updated views on risk, profitability and sector conditions. This feeds into a slightly higher discount rate and essentially unchanged fair value in this model.
Mise à jour de l'analyse Apr 10

PPC: Sector Risk Repricing Will Shape Fairly Valued Outlook

Analysts have trimmed their ZAR price targets for PPC by ZAR2, reflecting updated views on sector risks and returns while maintaining largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent price target changes for PPC highlight how closely analysts are watching the balance between sector risks, expected returns and what they see as fair value.
Mise à jour de l'analyse Mar 26

PPC: Higher Future P/E And Regulatory Shakeup Will Drive Upside Potential

Analysts have adjusted their ZAR price targets on PPC, with the latest move reflecting new views on slower revenue and margin assumptions, alongside a much higher future P/E multiple. Analyst Commentary Recent Street research on comparable building materials and industrial names highlights how quickly price targets can move when assumptions on pricing, revenue growth and P/E multiples are revisited.
Mise à jour de l'analyse Mar 12

PPC: Stable Assumptions And Regulatory Overhang Will Shape Future Upside Potential

Analysts have lifted their PPC price target by ZAR2, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. Analyst Commentary Recent price target revisions for PPC reflect updated inputs on discount rates, revenue assumptions, profit margins and the future P/E that still align with earlier broad expectations.
Mise à jour de l'analyse Feb 24

PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook

Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.
Mise à jour de l'analyse Feb 10

PPC: Tariff Relief And Stable Assumptions Will Shape Balanced Outlook

Analysts have trimmed their price expectations for PPC, reflecting a slightly lower assumed discount rate and a modestly reduced future P/E multiple as they reassess the risk profile around similar fair value assumptions. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas, targeting lower grocery costs for consumers (Bloomberg).
Mise à jour de l'analyse Jan 25

PPC: Tariff Relief And Higher EPS Guidance Will Support Bullish Case

Analysts have modestly adjusted their price target on PPC, bringing the new figure closer to their fair value view as small refinements in the discount rate and forward P/E assumptions feed through their models. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas in an effort to ease grocery costs, with Pilgrim's Pride listed among the publicly traded companies that could be affected (Bloomberg).
Mise à jour de l'analyse Jan 11

PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook

Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).
Mise à jour de l'analyse Dec 27

PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside

Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.
Mise à jour de l'analyse Dec 13

PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside

Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.
Mise à jour de l'analyse Nov 28

PPC: Shares Will Benefit From Imminent Food Tariff Reductions

Analysts have raised their price target for PPC from $5.60 to $6.80, citing expectations of stronger revenue growth and improved profit margins, as reflected in updated forecasts. What's in the News President Trump is preparing to sign an order that will reduce tariffs on beef, tomatoes, coffee, and bananas.
Article d'analyse Jun 16

PPC (JSE:PPC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

PPC Ltd ( JSE:PPC ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift in...
Article d'analyse Jun 11

PPC (JSE:PPC) Could Easily Take On More Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d'analyse Apr 30

PPC Ltd (JSE:PPC) Investors Are Less Pessimistic Than Expected

There wouldn't be many who think PPC Ltd's ( JSE:PPC ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention when...
Article d'analyse Mar 04

Is PPC (JSE:PPC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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Nouvelle analyse Feb 24

Restructuring And Partnerships Will Improve Efficiency In Cement Operations

Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability.
Article d'analyse Jul 26

What Does PPC Ltd's (JSE:PPC) Share Price Indicate?

PPC Ltd ( JSE:PPC ), is not the largest company out there, but it received a lot of attention from a substantial price...
Article d'analyse Sep 21

Here's What To Make Of PPC's (JSE:PPC) Decelerating Rates Of Return

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Article d'analyse Jun 26

Auditors Are Concerned About PPC (JSE:PPC)

The harsh reality for PPC Ltd ( JSE:PPC ) shareholders is that its auditors, Deloitte & Touche LLP, expressed doubts...
Article d'analyse Mar 26

Is PPC (JSE:PPC) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d'analyse Feb 19

How Much Did PPC's(JSE:PPC) Shareholders Earn From Share Price Movements Over The Last Five Years?

PPC Ltd ( JSE:PPC ) shareholders will doubtless be very grateful to see the share price up 149% in the last quarter...
Article d'analyse Jan 15

How Much Of PPC Ltd (JSE:PPC) Do Institutions Own?

If you want to know who really controls PPC Ltd ( JSE:PPC ), then you'll have to look at the makeup of its share...
Article d'analyse Dec 11

PPC (JSE:PPC) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Prévisions de croissance des bénéfices et des revenus

JSE:PPC - Estimations futures des analystes et données financières antérieures (ZAR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202811,4133301,5471,8171
3/31/202710,6892311,6921,4431
3/31/202610,2497191,5231,7161
9/30/202510,1865168921,306N/A
6/30/202510,0294919631,358N/A
3/31/20259,8714661,0331,410N/A
12/31/20249,8542876641,063N/A
9/30/20249,836107295716N/A
6/30/20249,94746347761N/A
3/31/202410,058-16398806N/A
12/31/20239,292-101561955N/A
9/30/20238,525-1877241,104N/A
6/30/20238,432-304593973N/A
3/31/20238,339-421461841N/A
12/31/20229,097-615N/AN/AN/A
9/30/20229,854-809379839N/A
6/30/20229,868-406427942N/A
3/31/20229,882-44741,045N/A
12/31/20219,8407146431,179N/A
9/30/20219,7971,6878111,313N/A
6/30/20219,3681,5098961,339N/A
3/31/20218,9381,3309811,364N/A
9/30/20207,995-212477988N/A
6/30/20208,333-187185726N/A
3/31/20208,671-162-107463N/A
12/31/201910,043-51246702N/A
9/30/20199,845382277920N/A
6/30/201910,170309N/A1,089N/A
3/31/201910,494235N/A1,257N/A
12/31/201810,587201N/A1,199N/A
9/30/201810,680167N/A1,141N/A
6/30/201810,476158N/A1,286N/A
3/31/201810,271149N/A1,430N/A
12/31/20179,972217N/A1,285N/A
9/30/20179,673285N/A1,140N/A
6/30/20179,810153N/A1,145N/A
3/31/20179,64193N/A853N/A
6/30/20169,149627N/A272N/A
3/31/20169,002738N/A668N/A
9/30/20159,227698N/A1,847N/A
6/30/20159,325659N/A1,972N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de PPC devraient diminuer au cours des 3 prochaines années ( -29.6% par an).

Bénéfices vs marché: Les bénéfices de PPC devraient diminuer au cours des 3 prochaines années ( -29.6% par an).

Croissance élevée des bénéfices: Les bénéfices de PPC devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de PPC ( 4.7% par an) devrait croître plus lentement que le marché de ZA ( 7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de PPC ( 4.7% 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 PPC devrait être faible dans 3 ans ( 14.1 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/08 23:03
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2025/09/30
Revenus annuels2025/03/31

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

PPC Ltd est couverte par 10 analystes. 1 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
Gari ChigwedereAvior Capital Markets
Rasia NaidooBofA Global Research
Rowan GoellerChronux Research