Grindrod Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Kwazi Mabaso
Amministratore delegato
R8.0m
Compenso totale
| Percentuale dello stipendio del CEO | 6.48% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | n/a |
| Durata media del management | 5.8yrs |
| Durata media del Consiglio di amministrazione | 1.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 14
GND: New Major Holder And Higher P/E Will Cap Future Upside
Analysts have revised their price target for Grindrod to ZAR27.00 from ZAR22.30, reflecting updated assumptions around profit margins and future P/E multiples, while keeping the discount rate and revenue growth expectations broadly similar. What's in the News for Grindrod Coronation Asset Management Proprietary Ltd.Aggiornamento narrativa • Jun 22
GND: New Major Holder Will Sustain Rich Pricing And Limit Upside
Analysts have kept their ZAR based price target for Grindrod broadly unchanged at around ZAR22.30, reflecting consistent views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.Aggiornamento narrativa • Jun 06
GND: New Shareholder Entry Will Sustain Rich Pricing And Cap Near-Term Upside
Analysts have kept their ZAR fair value estimate for Grindrod steady at about ZAR22.30 per share, with only marginal technical adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.Aggiornamento narrativa • May 10
GND: Strong EPS Guidance And New Shareholder Support Will Shape Balanced Returns
Grindrod’s analyst price target has been revised to ZAR22.30 per share, with analysts attributing this updated view to a slightly lower discount rate and marginally reduced forward P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.Aggiornamento narrativa • Apr 21
GND: Strong 2025 EPS Guidance Will Support Balanced Medium Term Return Potential
Analysts have kept their ZAR price target for Grindrod broadly in line with prior views. The updated fair value holds at about ZAR22.30, as small model refinements to the discount rate, revenue growth outlook, profit margin assumptions and future P/E result in a largely unchanged valuation picture.Aggiornamento narrativa • Apr 05
GND: Strong 2025 EPS Guidance Will Support Further Upside Potential
Grindrod's analyst price target has been adjusted slightly lower to ZAR22.30 from ZAR22.70, reflecting analysts' fine tuning of fair value and P/E assumptions rather than a change in the core outlook. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving a clearer view of expected profitability for the period (company guidance).Aggiornamento narrativa • Mar 22
GND: Strong 2025 EPS Guidance Will Support Further Upside Potential
Analysts have updated their view on Grindrod with a refreshed price target of ZAR22.70 per share, reflecting revised assumptions for profit margins, revenue growth and future P/E expectations. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, setting an expected EPS range of 306.3 to 313.8 cents.Aggiornamento narrativa • Mar 08
GND: Strong 2025 Earnings Guidance Will Support Further Upside Potential
Analysts have kept their ZAR price target for Grindrod broadly steady at around ZAR22.00, as a slightly higher discount rate and future P/E assumptions offset softer revenue growth and profit margin expectations in their updated models. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market more clarity on expected performance for the period.Aggiornamento narrativa • Feb 21
GND: Earnings Guidance Surge Will Support Future Upside Potential
Analysts have kept their ZAR fair value estimate for Grindrod unchanged at around ZAR22.00 per share, citing only small tweaks to assumptions such as discount rate, revenue growth, profit margin and expected future P/E as the basis for maintaining their price view. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market a clearer view of management expectations for the next reporting period (Key Developments).Aggiornamento narrativa • Feb 07
GND: Steady Assumptions And Discount Rate Shift Will Support Future Upside Potential
Analysts have kept their price target for Grindrod steady at R22.00, citing largely unchanged assumptions on revenue growth, profit margins and future P/E, along with a slightly adjusted discount rate in their valuation work. Valuation Changes Fair Value: Fair value per share is kept unchanged at R22.00.Aggiornamento narrativa • Jan 24
GND: Stable Assumptions And Steady Fair Value Will Support Future Upside Potential
Analysts have kept their fair value estimate for Grindrod steady at R22.00 per share, attributing this to only very small tweaks in their discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change the overall valuation story. Valuation Changes Fair Value: Kept unchanged at R22.00 per share, with the updated figure aligned to R22.0. Discount Rate: Adjusted slightly from 17.259717% to 17.26525614083472%, reflecting a very small change in the required return assumption.Aggiornamento narrativa • Jan 08
GND: Upcoming CEO Transition And Stable Assumptions Will Support Upside Potential
Analysts have kept their fair value estimate for Grindrod steady at R22.00. A slightly lower discount rate and a marginally reduced future P/E assumption support the updated price target narrative.Aggiornamento narrativa • Dec 24
GND: New Leadership And Lower Risk Profile Will Support Upside Potential
Analysts have raised their price target on Grindrod from R18.50 to R22.00, citing a lower perceived risk profile reflected in a reduced discount rate, slightly more resilient margin expectations, and support from a richer projected earnings multiple despite marginally softer long term revenue growth assumptions. What's in the News Grindrod Limited appointed Kwazi Mabaso as CEO, effective 1 December 2025, succeeding Xolani Mbambo after a comprehensive external search process (Key Developments).Aggiornamento narrativa • Aug 30
Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Grindrod’s consensus price target has been raised to ZAR18.50, reflecting modest improvements in both net profit margin and future P/E ratio. What's in the News Xolani Mbambo is stepping down as Group Chief Executive Officer of Grindrod Limited effective 31 December 2025.
Nuova narrativa • Feb 09
Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Redeploying locomotives and infrastructure investments in South Africa could enhance asset utilization, revenue, and future earnings.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | R8m | R518k | R2b |
Compensazione vs Mercato: La retribuzione totale di Kwazi ($USD 484.03K ) è inferiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 1.39M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Kwazi con le performance aziendali.
AMMINISTRATORE DELEGATO
Kwazi Mabaso (44 yo)
less than a year
Mandato
R7,995,000
Compensazione
Mr. Kwazi Mabaso serves as Chief Executive Officer & Executive Director of Grindrod Limited from December 1, 2025. He serves as CEO of Grindrod Terminals, a strategically material segment of Grindrod's bus...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chief Executive Officer & Executive Director | less than a year | R8.00m | Nessun dato | |
| CFO & Executive Director | 5.8yrs | R23.16m | 0.0075% ZAR 1.3m | |
| Public Relations & Marketing Manager | no data | Nessun dato | Nessun dato | |
| Group Company Secretary | 6.1yrs | Nessun dato | Nessun dato | |
| Investor Relations | no data | Nessun dato | Nessun dato |
5.8yrs
Durata media
Gestione esperta: Il team dirigenziale di GND è esperto e expertise (durata media dell'incarico 5.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chief Executive Officer & Executive Director | less than a year | R8.00m | Nessun dato | |
| CFO & Executive Director | 5.8yrs | R23.16m | 0.0075% ZAR 1.3m | |
| Lead Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 1.7yrs | R767.00k | Nessun dato | |
| Independent Non-Executive Chairperson | 1.7yrs | R859.00k | Nessun dato | |
| Non-executive Director | less than a year | Nessun dato | Nessun dato | |
| Non Executive Director | less than a year | Nessun dato | Nessun dato | |
| Non Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 6.5yrs | R1.07m | Nessun dato | |
| Non-Executive Director | 6.9yrs | R965.00k | 0.0032% ZAR 579.0k | |
| Independent Non-Executive Director | 4.6yrs | R1.01m | Nessun dato |
1.7yrs
Durata media
56yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di GND non è considerato esperto (durata media del mandato 1.7 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/21 08:10 |
| Prezzo dell'azione a fine giornata | 2026/07/20 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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
Grindrod Limited è coperta da 4 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 |
|---|---|
| Mpho Mokotso | Avior Capital Markets |
| Kenneth Hearn | Barclays |
| Rowan Goeller | Chronux Research |