PPC Ltd

Report azionario JSE:PPC

Capitalizzazione di mercato: R11.6b

PPC Salute del bilancio

Criteri Salute finanziaria verificati 6/6

PPC ha un patrimonio netto totale di ZAR6.1B e un debito totale di ZAR550.0M, che porta il suo rapporto debito/patrimonio netto a 9%. Le sue attività totali e le sue passività totali sono rispettivamente ZAR10.1B e ZAR4.0B. L'EBIT di PPC è ZAR1.5B rendendo il suo rapporto di copertura degli interessi 70.1. Ha liquidità e investimenti a breve termine pari a ZAR1.1B.

Informazioni chiave

9.05%

Rapporto debito/patrimonio netto

R550.00m

Debito

Indice di copertura degli interessi70.1x
ContantiR1.09b
Patrimonio nettoR6.08b
Totale passivitàR4.03b
Totale attivitàR10.11b

Aggiornamenti recenti sulla salute finanziaria

Recent updates

Aggiornamento narrativa Jun 18

PPC: Fair P/E Reset And Dividend Outlook Will Shape Future Earnings Resilience

The analyst price target for Pilgrim's Pride stock is updated to ZAR8.20 from ZAR7.10, with analysts pointing to adjusted assumptions for fair value, revenue growth, profit margins and future P/E despite mixed recent commentary on earnings momentum and industry margins. Analyst Commentary Recent Street research on Pilgrim's Pride stock reflects a mixed but focused view, with analysts reassessing valuation in light of earnings momentum, cost pressures and expectations for industry margins.
Aggiornamento narrativa Jun 03

PPC: Regulatory Risks And Reset P/E Assumptions Will Shape Earnings Resilience

Analysts have nudged their PPC price target higher to ZAR7.10 from ZAR6.80, reflecting updated views on fair value, margin assumptions and a recalibration of future P/E expectations in light of recent sector research. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised ZAR7.10 target as evidence that updated margin and P/E assumptions still support upside to their estimate of fair value for PPC.
Aggiornamento narrativa May 09

PPC: Regulatory Scrutiny And Mixed Revisions Will Shape Perceived Earnings Resilience

Analysts have adjusted their ZAR price targets for PPC, with recent revisions ranging from reductions of ZAR2 to ZAR5, alongside at least one upward move and a fresh Neutral initiation. These changes reflect updated views on discount rates, earnings quality and fair value assumptions.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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).
Aggiornamento narrativa 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).
Aggiornamento narrativa 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).
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrativa 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( ZAR3.6B ) di PPC superano le sue passività a breve termine ( ZAR2.5B ).

Passività a lungo termine: Le attività a breve termine di PPC ( ZAR3.6B ) superano le sue passività a lungo termine ( ZAR1.5B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: PPC ha più liquidità del suo debito totale.

Riduzione del debito: Il rapporto debito/patrimonio netto di PPC si è ridotto da 39% a 9% negli ultimi 5 anni.

Copertura del debito: Il debito di PPC è ben coperto dal flusso di cassa operativo ( 255.5% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di PPC sono ben coperti dall'EBIT ( 70.1 x copertura).


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/16 18:58
Prezzo dell'azione a fine giornata2026/07/16 00:00
Utili2026/03/31
Utili annuali2026/03/31

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.

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 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

PPC Ltd è coperta da 10 analisti. 1 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
Gari ChigwedereAvior Capital Markets
Rasia NaidooBofA Global Research
Rowan GoellerChronux Research