South32 Limited

Report azionario ASX:S32

Capitalizzazione di mercato: AU$18.1b

South32 Crescita futura

Criteri Future verificati 3/6

South32 prevede che gli utili e i ricavi cresceranno rispettivamente di 25.9% e 1.8% all'anno. Si prevede che l'EPS crescerà di 29.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.1% in 3 anni.

Informazioni chiave

25.9%

Tasso di crescita degli utili

29.54%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili14.5%
Tasso di crescita dei ricavi1.8%
Rendimento futuro del capitale proprio12.06%
Copertura analitica

Good

Ultimo aggiornamento17 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

ASX:S32 - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20286,6131,2661,2912,00814
6/30/20276,6271,2271,0832,01415
6/30/20266,7319122111,47215
12/31/20255,9063943781,426N/A
9/30/20255,9443563551,381N/A
6/30/20255,9823183321,335N/A
3/31/20255,5721193361,351N/A
12/31/20245,403-633391,366N/A
9/30/20245,212-2541691,243N/A
6/30/20245,020-446-21,119N/A
12/31/20234,564-1,329-283802N/A
9/30/20235,158-97314997N/A
6/30/20235,752-6183111,191N/A
3/31/20238,3101,0751,0451,840N/A
12/31/20229,0822,3221,7792,489N/A
9/30/20229,2292,4962,1272,780N/A
6/30/20229,3752,6692,4743,070N/A
3/31/20228,2281,8421,9852,565N/A
12/31/20217,0811,0141,4962,059N/A
9/30/20216,3305781,1551,732N/A
6/30/20215,5781428141,405N/A
12/31/20204,3262195061,142N/A
9/30/20204,7301895491,254N/A
6/30/20205,1331585921,365N/A
3/31/20206,587-1066191,441N/A
12/31/20196,928-1476451,517N/A
9/30/20197,224121N/A1,667N/A
6/30/20197,519389N/A1,817N/A
3/31/20197,788907N/A2,122N/A
12/31/20188,0571,424N/A2,426N/A
9/30/20187,9011,378N/A2,072N/A
6/30/20187,7441,332N/A1,717N/A
3/31/20187,6001,243N/A1,750N/A
12/31/20177,4561,154N/A1,783N/A
9/30/20177,3261,193N/A1,958N/A
6/30/20177,1951,231N/A2,132N/A
3/31/20176,765993N/A1,690N/A
12/31/20166,334754N/A1,247N/A
9/30/20166,227-430N/A1,139N/A
6/30/20166,119-1,615N/A1,030N/A
3/31/20166,288-2,100N/A955N/A
12/31/20156,457-2,585N/A879N/A
9/30/20155,265-1,755N/A775N/A
6/30/20154,072-926N/A670N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di S32 ( 25.9% all'anno) è superiore al tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che gli utili di S32 ( 25.9% all'anno) cresceranno più rapidamente del mercato Australian ( 11.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di S32 cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di S32 ( 1.8% all'anno) crescerà più lentamente rispetto al mercato Australian ( 6.1% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di S32 ( 1.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di S32 sarà basso tra 3 anni ( 12.1 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 06:54
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

South32 Limited è coperta da 39 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ayan GhoshAvior Capital Markets
Izak RossouwBarclays
Izak RossouwBarclays