Exxaro Resources (EXX) Panoramica del titolo
Exxaro Resources Limited opera nel settore del carbone, degli investimenti in minerali di ferro, della produzione di pigmenti e delle energie rinnovabili in Sudafrica, Europa, Australia e Asia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
EXX Community Fair Values
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Analyst Price Targets
Concorrenti di Exxaro Resources Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R199.50 |
| Massimo di 52 settimane | R230.53 |
| Minimo di 52 settimane | R162.00 |
| Beta | 0.11 |
| Variazione di 1 mese | 2.84% |
| Variazione a 3 mesi | -7.57% |
| Variazione di 1 anno | 22.81% |
| Variazione a 3 anni | 28.44% |
| Variazione a 5 anni | 12.81% |
| Variazione dall'IPO | 592.71% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 03
EXX: Higher Future P/E Confidence From Investor Day Will Support Upside
Analysts have trimmed their price target for Exxaro Resources from ZAR275 to ZAR260, pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Exxaro Resources held an Analyst and Investor Day on 20 May 2026, providing management with a platform to update the market on the company.Aggiornamento narrativa • Jul 20
EXX: Higher Margins And Investor Day Insights Will Support Upside
Analysts have reduced their fair value estimate for Exxaro Resources from ZAR300.00 to ZAR275.00, citing updated assumptions regarding revenue growth, profit margins and future P/E levels. What’s in the News for Exxaro Resources Exxaro Resources held an Analyst/Investor Day, providing an opportunity for management to update the market on the business and its outlook for capital allocation, operations and portfolio priorities.Aggiornamento narrativa • Jul 02
EXX: Higher Margins And Stronger Cash Conversion Will Support Upside
Analysts have lifted their price target for Exxaro Resources from ZAR260.00 to ZAR300.00, citing updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the revised valuation framework. What's in the News Exxaro Resources held an Analyst/Investor Day, giving the market an opportunity to hear directly from management about the updated assumptions behind its valuation framework.
Aggiornamento narrativa • Jun 18
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have raised their price target on Exxaro Resources stock from ZAR256.40 to ZAR262.40, reflecting updated assumptions regarding revenue growth, profit margins and the future P/E multiple. What’s in the News for Exxaro Resources No recent Exxaro Resources news articles were provided in the primary or secondary sources listed above.Recent updates
Aggiornamento narrativa • Aug 03
EXX: Higher Future P/E Confidence From Investor Day Will Support Upside
Analysts have trimmed their price target for Exxaro Resources from ZAR275 to ZAR260, pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Exxaro Resources held an Analyst and Investor Day on 20 May 2026, providing management with a platform to update the market on the company.Aggiornamento narrativa • Jul 20
EXX: Higher Margins And Investor Day Insights Will Support Upside
Analysts have reduced their fair value estimate for Exxaro Resources from ZAR300.00 to ZAR275.00, citing updated assumptions regarding revenue growth, profit margins and future P/E levels. What’s in the News for Exxaro Resources Exxaro Resources held an Analyst/Investor Day, providing an opportunity for management to update the market on the business and its outlook for capital allocation, operations and portfolio priorities.Aggiornamento narrativa • Jul 02
EXX: Higher Margins And Stronger Cash Conversion Will Support Upside
Analysts have lifted their price target for Exxaro Resources from ZAR260.00 to ZAR300.00, citing updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the revised valuation framework. What's in the News Exxaro Resources held an Analyst/Investor Day, giving the market an opportunity to hear directly from management about the updated assumptions behind its valuation framework.Aggiornamento narrativa • Jun 18
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have raised their price target on Exxaro Resources stock from ZAR256.40 to ZAR262.40, reflecting updated assumptions regarding revenue growth, profit margins and the future P/E multiple. What’s in the News for Exxaro Resources No recent Exxaro Resources news articles were provided in the primary or secondary sources listed above.
Aggiornamento narrativa • Jun 03
EXX: Future Dividend Decision And P/E Assumptions Will Shape Balanced Outlook
Analysts have raised their ZAR price target on Exxaro Resources from ZAR 195.00 to ZAR 217.00, citing updates to fair value assumptions, discount rate, revenue growth, profit margin and future P/E inputs in their models. What's in the News Exxaro Resources has scheduled a board meeting for March 17, 2026, to consider key corporate matters.Aggiornamento narrativa • May 19
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).Aggiornamento narrativa • May 03
EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst
Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).Aggiornamento narrativa • Apr 19
EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).Aggiornamento narrativa • Apr 05
EXX: Higher Future P E And Dividend Outlook Will Support Upside
Analysts have raised their price target for Exxaro Resources from ZAR240.00 to ZAR260.00, citing updated assumptions that include adjusted revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 17, 2026, to consider the approval of a gross final dividend of ZAR 10.00 per share (Key Developments).Aggiornamento narrativa • Mar 21
EXX: Fair Value Will Reflect Higher Revenue Outlook And Pending Dividend Decision
Analysts have nudged their ZAR fair value estimate for Exxaro Resources slightly higher from ZAR215.67 to ZAR218.20, reflecting updated assumptions around revenue growth, profit margins and a lower forward P/E multiple. What's in the News A board meeting is scheduled for Mar 17, 2026, to consider approval of a gross final dividend of ZAR10.00 per share.Aggiornamento narrativa • Mar 07
EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple
Analysts have lifted their ZAR fair value estimate for Exxaro Resources from ZAR149.44 to ZAR195.00, citing updated assumptions for revenue growth, profit margins and a lower forward P/E as key drivers of the higher price target. Valuation Changes Fair Value: ZAR149.44 updated to ZAR195.00, reflecting a higher assessed valuation for Exxaro Resources.Aggiornamento narrativa • Feb 21
EXX: Higher P/E Assumptions Will Support Value Despite Lower Production Guidance
Analysts have inched up their ZAR 215.66 price target on Exxaro Resources to about ZAR 215.67, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News Exxaro Resources issued revised production guidance for fiscal year 2025, now expecting total production of 39,577,000 tonnes compared with previous guidance of 41,204,000 tonnes (Key Developments).Aggiornamento narrativa • Feb 07
EXX: Steady Fair Value And Lower Discount Rate Will Support Upside
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, citing only modest tweaks to inputs such as a slightly lower discount rate, broadly similar revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple as the basis for this unchanged price target. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, with total production now expected at 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).Aggiornamento narrativa • Jan 23
EXX: Higher Margin Outlook Will Support A More Attractive Future P/E
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, with the shift in assumptions, including slightly lower revenue growth and a higher profit margin alongside a reduced future P/E, used to fine tune rather than change their overall price target view. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).Articolo di analisi • Jan 12
There's No Escaping Exxaro Resources Limited's (JSE:EXX) Muted Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 5.5x might make it look like a buy right...Aggiornamento narrativa • Jan 09
EXX: Higher Margin Outlook Will Offset Revised Production Guidance
Analysts have lifted their price target on Exxaro Resources from R201.01 to R215.66, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate and a modestly lower future P/E multiple. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).Aggiornamento narrativa • Dec 26
EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple
Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.Aggiornamento narrativa • Dec 12
EXX: Future Profit Margin Pressure Will Likely Weigh On Share Price
Analysts have slightly lowered their price target for Exxaro Resources from R150.02 to R149.44. This reflects expectations of stronger revenue growth, somewhat lower profit margins, and a modestly higher future price to earnings multiple.Articolo di analisi • Nov 11
Exxaro Resources (JSE:EXX) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Sep 18
Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...Aggiornamento narrativa • Aug 27
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.Articolo di analisi • Aug 24
Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...Articolo di analisi • Aug 22
Benign Growth For Exxaro Resources Limited (JSE:EXX) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 5.6x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...Articolo di analisi • Jul 15
Exxaro Resources' (JSE:EXX) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • May 07
Improved Earnings Required Before Exxaro Resources Limited (JSE:EXX) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 4.7x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...Articolo di analisi • Apr 08
Returns On Capital Are Showing Encouraging Signs At Exxaro Resources (JSE:EXX)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Nuova narrativa • Mar 16
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Exxaro's advancements in coal exports, efficiency, and cost management are expected to boost revenue and net margins by accessing more markets and optimizing production.Articolo di analisi • Jan 08
Returns At Exxaro Resources (JSE:EXX) Appear To Be Weighed Down
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Articolo di analisi • Dec 12
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Nov 21
Exxaro Resources Limited (JSE:EXX) Looks Inexpensive But Perhaps Not Attractive Enough
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.5x might make it look like a strong buy...Articolo di analisi • Sep 18
Exxaro Resources (JSE:EXX) Has More To Do To Multiply In Value Going Forward
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Articolo di analisi • Aug 23
Exxaro Resources' (JSE:EXX) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Investors were disappointed by Exxaro Resources Limited's ( JSE:EXX ) latest earnings release. We did some further...Articolo di analisi • Aug 04
Lacklustre Performance Is Driving Exxaro Resources Limited's (JSE:EXX) Low P/E
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...Articolo di analisi • Apr 10
Investors Aren't Buying Exxaro Resources Limited's (JSE:EXX) Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 3.8x might make it look like a strong buy...Articolo di analisi • Mar 15
We Think Exxaro Resources (JSE:EXX) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jan 17
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Dec 24
Exxaro Resources Limited's (JSE:EXX) Earnings Are Not Doing Enough For Some Investors
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy...Articolo di analisi • Oct 10
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Sep 14
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jun 17
Exxaro Resources (JSE:EXX) Is Very Good At Capital Allocation
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Rendimenti per gli azionisti
| EXX | ZA Oil and Gas | ZA Mercato | |
|---|---|---|---|
| 7D | -0.8% | -0.2% | 4.4% |
| 1Y | 22.8% | 48.9% | 14.5% |
Ritorno vs Industria: EXX ha avuto una performance inferiore rispetto al ZA Oil and Gas che ha registrato un rendimento 48.9 % nell'ultimo anno.
Rendimento vs Mercato: EXX ha superato il mercato ZA che ha restituito 14.5 % nell'ultimo anno.
Volatilità dei prezzi
| EXX volatility | |
|---|---|
| EXX Average Weekly Movement | 3.4% |
| Oil and Gas Industry Average Movement | 4.5% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 10.1% |
| 10% least volatile stocks in ZA Market | 2.7% |
Prezzo delle azioni stabile: EXX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato ZA.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di EXX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2000 | n/a | Ben Magara | www.exxaro.com |
Exxaro Resources Limited opera nel settore del carbone, degli investimenti in minerali di ferro, della produzione di pigmenti e delle energie rinnovabili in Sudafrica, Europa, Australia e Asia. L'azienda produce carbone termico, carbone metallurgico e prodotti di carbone da coke semi-morbido principalmente nelle regioni di Waterberg e Mpumalanga; offre ferrosilicio atomizzato a gas da utilizzare negli impianti di separazione e minerale di ferro; gestisce due parchi eolici. La società, precedentemente nota come Kumba Resources Limited, ha cambiato nome in Exxaro Resources Limited nel novembre 2006.
Exxaro Resources Limited Riepilogo dei fondamenti
| EXX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R46.71b |
| Utili (TTM) | R7.56b |
| Ricavi(TTM) | R41.77b |
6.2x
Rapporto P/E1.1x
Rapporto P/SEXX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| EXX Conto economico (TTM) | |
|---|---|
| Ricavi | R41.77b |
| Costo del fatturato | R17.89b |
| Profitto lordo | R23.89b |
| Altre spese | R16.32b |
| Utili | R7.56b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Aug 20, 2026
| Utile per azione (EPS) | 32.30 |
| Margine lordo | 57.18% |
| Margine di profitto netto | 18.11% |
| Rapporto debito/patrimonio netto | 17.6% |
Come si è comportato EXX nel lungo periodo?
Vedi performance storica e confrontoDividendi
9.2%
Rendimento attuale del dividendo58%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/10 21:57 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei 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
Exxaro Resources Limited è coperta da 15 analisti. 6 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.
| Analista | Istituzione |
|---|---|
| Mpumelelo Mthembu | Absa Bank Limited |
| Wade Napier | Avior Capital Markets |
| Caroline Learmonth | Barclays |