Sappi Limited

Report azionario JSE:SAP

Capitalizzazione di mercato: R8.2b

Sappi Gestione

Criteri Gestione verificati 4/4

Sappi Il CEO è Steve Binnie, nominato in Jul2014, e ha un mandato di 11.83 anni. la retribuzione annua totale è $ 1.21M, composta da 51.6% di stipendio e 48.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.1% delle azioni della società, per un valore di ZAR 8.34M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 11.8 anni e 7.6 anni.

Informazioni chiave

Steve Binnie

Amministratore delegato

US$1.2m

Compenso totale

Percentuale dello stipendio del CEO51.62%
Mandato del CEO11.8yrs
Proprietà del CEO0.1%
Durata media del management11.8yrs
Durata media del Consiglio di amministrazione7.6yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi Jan 29

Sappi Limited's (JSE:SAP) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Sappi to hold its Annual General Meeting on 4th of February CEO Steve Binnie's total compensation includes...

Recent updates

Articolo di analisi Jan 29

Sappi Limited's (JSE:SAP) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Sappi to hold its Annual General Meeting on 4th of February CEO Steve Binnie's total compensation includes...
Articolo di analisi Jan 17

Many Still Looking Away From Sappi Limited (JSE:SAP)

Sappi Limited's ( JSE:SAP ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing investment...
Aggiornamento della narrazione Dec 09

SAP: Joint Venture And Dividend Pause Will Improve Long-Term Profitability

Analysts have slightly reduced their price target for Sappi, trimming it by approximately $0.13 as they factor in somewhat slower expected revenue growth that is largely offset by modestly improved profit margin and valuation assumptions. What's in the News UPM and Sappi announced an intended graphic paper joint venture that would combine UPM Communication Papers with Sappi Europe’s graphic paper business, aiming to improve growth, margins, and capital efficiency while reducing direct exposure to declining European and North American graphic paper markets (Key Developments).
Articolo di analisi Nov 21

Is Sappi (JSE:SAP) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Aggiornamento della narrazione Nov 03

SAP: Future Profit Margins Will Drive Positive Momentum In The Market

Analysts have adjusted their price target for Sappi downward from $39.80 to $38.77. They cite marginally lower fair value estimates based on slight changes in projected growth and profitability metrics.
Aggiornamento della narrazione Oct 20

Sustainable Packaging Trends Will Transform Future Markets

Analysts have lowered their price target for Sappi from $41.17 to $39.80. This reflects modest adjustments in the company's projected fair value and future profitability.
Articolo di analisi Oct 07

Investors Give Sappi Limited (JSE:SAP) Shares A 29% Hiding

Sappi Limited ( JSE:SAP ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Aggiornamento della narrazione Oct 05

Sustainable Packaging Trends Will Transform Future Markets

Analysts have lowered their price target for Sappi from $42.69 to $41.17. They cite slightly softer revenue growth projections, although profit margins and discount rates are expected to remain stable.
Articolo di analisi Aug 15

Shareholders Can Be Confident That Sappi's (JSE:SAP) Earnings Are High Quality

The subdued stock price reaction suggests that Sappi Limited's ( JSE:SAP ) strong earnings didn't offer any surprises...
Articolo di analisi Aug 01

Cautious Investors Not Rewarding Sappi Limited's (JSE:SAP) Performance Completely

With a price-to-sales (or "P/S") ratio of 0.2x Sappi Limited ( JSE:SAP ) may be sending bullish signals at the moment...
Articolo di analisi Jun 13

Is Sappi (JSE:SAP) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Articolo di analisi May 07

Sappi (JSE:SAP) Is Doing The Right Things To Multiply Its Share Price

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...
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Nuova narrazione Mar 14

Gratkorn And Somerset Projects Will Boost Production Capacity

Completion of significant projects and strong pulp demand are expected to enhance production capabilities and drive revenue growth.
Articolo di analisi Mar 05

Sappi Limited (JSE:SAP) Investors Are Less Pessimistic Than Expected

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Forestry industry in South Africa, you could be...
Articolo di analisi Feb 06

Sappi (JSE:SAP) Seems To Be Using A Lot Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jan 09

Be Wary Of Sappi (JSE:SAP) And Its Returns On Capital

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
Articolo di analisi Nov 14

We Think That There Are More Issues For Sappi (JSE:SAP) Than Just Sluggish Earnings

Sappi Limited's ( JSE:SAP ) stock showed strength, with investors undeterred by its weak earnings report. We think that...
Articolo di analisi Oct 15

Subdued Growth No Barrier To Sappi Limited's (JSE:SAP) Price

There wouldn't be many who think Sappi Limited's ( JSE:SAP ) price-to-sales (or "P/S") ratio of 0.3x is worth a mention...
Articolo di analisi Sep 17

Sappi (JSE:SAP) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jun 27

Unpleasant Surprises Could Be In Store For Sappi Limited's (JSE:SAP) Shares

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Forestry industry in South Africa, you could be...
Articolo di analisi May 23

Does Sappi (JSE:SAP) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Mar 12

Why We're Not Concerned About Sappi Limited's (JSE:SAP) Share Price

There wouldn't be many who think Sappi Limited's ( JSE:SAP ) price-to-sales (or "P/S") ratio of 0.3x is worth a mention...
Articolo di analisi Feb 01

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Sappi Limited's (JSE:SAP) CEO For Now

Key Insights Sappi to hold its Annual General Meeting on 7th of February Salary of US$532.6k is part of CEO Steve...
Articolo di analisi Dec 21

Sappi's (JSE:SAP) Shareholders Have More To Worry About Than Only Soft Earnings

The subdued market reaction suggests that Sappi Limited's ( JSE:SAP ) recent earnings didn't contain any surprises...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Steve Binnie rispetto agli utili di Sappi?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$677m

Dec 31 2025n/an/a

-US$284m

Sep 30 2025US$1mUS$627k

-US$177m

Jun 30 2025n/an/a

US$96m

Mar 31 2025n/an/a

US$180m

Dec 31 2024n/an/a

US$229m

Sep 29 2024n/an/a

US$33m

Jun 30 2024n/an/a

-US$86m

Mar 31 2024n/an/a

-US$97m

Dec 31 2023n/an/a

-US$57m

Oct 01 2023n/an/a

US$259m

Jun 30 2023n/an/a

US$325m

Mar 31 2023n/an/a

US$484m

Dec 31 2022n/an/a

US$603m

Oct 02 2022n/an/a

US$536m

Jun 30 2022n/an/a

US$545m

Mar 31 2022n/an/a

US$364m

Dec 31 2021n/an/a

US$153m

Sep 26 2021n/an/a

US$13m

Jun 30 2021n/an/a

-US$110m

Mar 31 2021n/an/a

-US$201m

Dec 31 2020n/an/a

-US$176m

Sep 27 2020n/an/a

-US$135m

Jun 30 2020n/an/a

US$3m

Mar 31 2020n/an/a

US$84m

Dec 31 2019n/an/a

US$154m

Compensazione vs Mercato: La retribuzione totale di Steve ($USD 1.21M ) è circa la media per le aziende di dimensioni simili nel mercato ZA ($USD 1.17M ).

Compensazione vs guadagni: La retribuzione di Steve è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Steve Binnie (58 yo)

11.8yrs
Mandato
US$1,214,348
Compensazione

Mr. Stephen Robert Binnie, also known as Steve, B.Com, B Acc, CA(SA), MBA has been the Chief Executive Officer of Sappi Limited since July 1, 2014. Mr. Binnie served as the Chief Financial Officer at Sappi...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Stephen Binnie
CEO & Executive Director11.8yrsUS$1.21m0.10%
ZAR 8.3m
Glen Pearce
CFO & Executive Director11.8yrsUS$684.52k0.047%
ZAR 3.8m
Maarten van Hoven
Group Head of Strategy & Legal14.4yrsUS$353.89k0.046%
ZAR 3.7m
Fergus Conan Marupen
Group Head of Human Resources11.2yrsUS$357.37k0.027%
ZAR 2.2m
Alexander van Coller Thiel
Group Head of Strategic Projects1.4yrsUS$551.75kNessun dato
Louis Kruyshaar
Group Head of Manufacturing & Innovationno dataUS$367.26k0.015%
ZAR 1.3m
Mohamed Mansoor
Executive Vice President of Sappi Pulp34.8yrsUS$691.46k0.030%
ZAR 2.4m
Graeme Wild
CEO of Sappi Southern Africa1.4yrsUS$415.78k0.012%
ZAR 982.1k
Michael Haws
Chief Executive Officer of Sappi North America14.3yrsUS$721.13k0.038%
ZAR 3.1m
Marco Eikelenboom
Chief Executive Officer of Sappi Europe33.7yrsUS$1.10m0.018%
ZAR 1.5m
Marjorie Boles
Chief Information Officer7.9yrsNessun datoNessun dato
Tracy Wessels
Group Head of Investor Relations & Sustainability5.3yrsNessun datoNessun dato
11.8yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di SAP è esperto e expertise (durata media dell'incarico 11.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Stephen Binnie
CEO & Executive Director13.7yrsUS$1.21m0.10%
ZAR 8.3m
Glen Pearce
CFO & Executive Director28.9yrsUS$684.52k0.047%
ZAR 3.8m
James Lopez
Independent Non-Executive Director7.2yrsUS$159.13kNessun dato
Robertus Johannes Antonius Renders
Independent Non Executive Director10.6yrsUS$172.95kNessun dato
Nkululeko Sowazi
Independent Chairman3.6yrsUS$148.53kNessun dato
Brian Beamish
Independent Non Executive Director7.2yrsUS$153.90kNessun dato
Eleni Istavridis
Independent Non-Executive Director3.6yrsUS$159.62kNessun dato
Michael Fallon
Lead Independent Director14.7yrsUS$174.38kNessun dato
Bonakele Mehlomakulu
Independent Non-Executive Director9.2yrsUS$67.93kNessun dato
Zola Malinga
Independent Non-Executive Director7.6yrsUS$79.32kNessun dato
Louis Leon Zeuner
Independent Non-Executive Director3.7yrsUS$75.57kNessun dato
7.6yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SAP sono considerati esperti (durata media dell'incarico 7.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 07:04
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/09/30

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

Sappi Limited è coperta da 15 analisti. 5 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
Sean UngererArqaam Capital Research Offshore S.A.L.
Caroline LearmonthBarclays
Stephen AtkinsonBMO Capital Markets Equity Research