PPC Gestione
Criteri Gestione verificati 3/4
PPC Il CEO è Matias Cardarelli, nominato in Dec2023, e ha un mandato di 2.42 anni. la retribuzione annua totale è ZAR 19.51M, composta da 62.8% di stipendio e 37.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.49% delle azioni della società, per un valore di ZAR 49.58M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.8 anni e 6.1 anni.
Informazioni chiave
Matias Cardarelli
Amministratore delegato
R19.5m
Compenso totale
| Percentuale dello stipendio del CEO | 62.82% |
| Mandato del CEO | 2.4yrs |
| Proprietà del CEO | 0.5% |
| Durata media del management | 2.8yrs |
| Durata media del Consiglio di amministrazione | 6.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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...
Nuova analisi • 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 delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | R516m |
| Jun 30 2025 | n/a | n/a | R491m |
| Mar 31 2025 | R20m | R12m | R466m |
| Dec 31 2024 | n/a | n/a | R287m |
| Sep 30 2024 | n/a | n/a | R107m |
| Jun 30 2024 | n/a | n/a | R46m |
| Mar 31 2024 | R13m | R6m | -R16m |
Compensazione vs Mercato: La retribuzione totale di Matias ($USD 1.19M ) è circa la media per le aziende di dimensioni simili nel mercato ZA ($USD 1.26M ).
Compensazione vs guadagni: La retribuzione di Matias è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Matias Cardarelli
2.4yrs
Mandato
R19,505,000
Compensazione
Mr. Matias Cardarelli is Chief Executive Officer of PPC Ltd from December 01, 2023 and has served as its Director since October 2, 2023 and serves as its Executive Director. Mr. Cardarelli has a remarkable...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 2.4yrs | R19.51m | 0.49% ZAR 49.6m | |
| Group CFO & Executive Director | 5.1yrs | R8.46m | Nessun dato | |
| Chief Operations Officer | 2.3yrs | R7.19m | Nessun dato | |
| Chief Legal & Compliance Officer and Company Secretary | 2.3yrs | R4.16m | Nessun dato | |
| Chief Human Resources Officer | 3.1yrs | R4.96m | Nessun dato | |
| Chief Strategy Officer | 2.3yrs | R6.35m | Nessun dato | |
| Chief Revenue Officer | 1.5yrs | R1.79m | Nessun dato | |
| Technical Executive | 10.2yrs | R208.00k | Nessun dato | |
| Chief Information Officer | no data | R1.11m | Nessun dato | |
| Head of Investor Relations | 8.9yrs | Nessun dato | Nessun dato | |
| Sales & Marketing Executive | no data | R1.57m | Nessun dato | |
| Managing Director of Zimbabwe | 10.3yrs | Nessun dato | Nessun dato |
2.8yrs
Durata media
55.5yo
Età media
Gestione esperta: Il team dirigenziale di PPC è considerato esperto (durata media dell'incarico 2.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 2.6yrs | R19.51m | 0.49% ZAR 49.6m | |
| Group CFO & Executive Director | 5.3yrs | R8.46m | Nessun dato | |
| Independent Non-Executive Director | 7yrs | R808.00k | Nessun dato | |
| Independent Non-Executive Director | 4.5yrs | R608.00k | Nessun dato | |
| Non-Executive Independent Chairman of the Board | 8.2yrs | R1.79m | Nessun dato | |
| Independent Non-Executive Director | 9.3yrs | R770.00k | Nessun dato | |
| Independent Non-Executive Director | 8.2yrs | R952.00k | Nessun dato | |
| Independent Non-Executive Director | 5.3yrs | R608.00k | Nessun dato |
6.1yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PPC sono considerati esperti (durata media dell'incarico 6.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/10 14:54 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2025/03/31 |
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.
| 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 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
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.
| Analista | Istituzione |
|---|---|
| Gari Chigwedere | Avior Capital Markets |
| Rasia Naidoo | BofA Global Research |
| Rowan Goeller | Chronux Research |