PLS Group Limited

ASX:PLS 株式レポート

時価総額:AU$19.8b

PLS Group マネジメント

マネジメント 基準チェック /34

PLS Groupの CEO はDale Hendersonで、 Jul2022年に任命され、 の在任期間は 3.83年です。 の年間総報酬はA$ 5.09Mで、 28.9%給与と71.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.095%を直接所有しており、その価値はA$ 18.79M 。経営陣と取締役会の平均在任期間はそれぞれ2.9年と4.6年です。

主要情報

Dale Henderson

最高経営責任者

AU$5.1m

報酬総額

CEO給与比率28.88%
CEO在任期間3.8yrs
CEOの所有権0.09%
経営陣の平均在職期間2.9yrs
取締役会の平均在任期間4.6yrs

経営陣の近況

分析記事 Nov 18

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Pilbara Minerals to hold its Annual General Meeting on 25th of November CEO Dale Henderson's total...

Recent updates

ナラティブの更新 May 19

PLS: Index Additions Will Sustain Rich Multiple Despite Higher Discount Rate

Analysts have modestly raised the price target for PLS Group to A$2.82 from A$2.63, reflecting updated views on discount rates, revenue growth and profit margins that feed into their refreshed fair value estimates. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing the stock into a wider set of domestic institutional benchmarks (Key Developments).
ナラティブの更新 Apr 30

PLS: Index Inclusions And Steady Output Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group from A$5.80 to A$6.70, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing it into a wider group of large Australian listed companies that index funds and benchmarked investors track (Key Developments).
ナラティブの更新 Apr 15

PLS: Index Additions Will Not Prevent Future P/E Constraining Upside

Analysts have revised their price target on PLS Group to A$4.78 from A$4.57, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, putting the company alongside some of the larger and more traded names on the Australian market (Key Developments).
ナラティブの更新 Apr 01

PLS: Lower Assumed Future P/E Will Constrain Share Price Upside

Analysts have lifted their price target for PLS Group to A$4.57 from A$3.00, reflecting updated assumptions for higher revenue growth, a stronger profit margin profile and a lower future P/E multiple. What's in the News PLS Group Limited added to the S&P/ASX 50 Index, increasing its visibility among large Australian equities (Key Developments).
ナラティブの更新 Mar 18

PLS: Higher Margins And Steady Output Will Support Stronger Share Pricing

Analysts have modestly revised their price target on PLS Group to A$5.80. This reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged.
ナラティブの更新 Mar 04

PLS: Higher Margins And Solid Output Will Support Stronger Share Pricing

Analysts have nudged their price target for PLS Group higher to A$5.80 from A$5.60, pointing to updated assumptions that combine a slightly higher discount rate with revised expectations for revenue growth, profit margins and future P/E. What's in the News PLS Group reported production results for the first half of fiscal 2026, with output of 432.8 Kt compared with 408.3 Kt in the same period a year earlier (Key Developments).
ナラティブの更新 Feb 17

PLS: Rich Multiple Will Likely Persist Despite Higher Margins And Rebranding

Analysts have raised their price target for PLS Group to A$2.63 from A$2.40, citing updated assumptions for higher revenue, improved profit margins and a lower future P/E multiple. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited.
ナラティブの更新 Feb 03

PLS: Rebranding And Higher Margin Outlook Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group after updating their assumptions for fair value, revenue growth, profit margins and a lower future P/E multiple, resulting in a higher implied valuation for the shares. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, marking a formal rebranding of the listed entity (Key Developments).
ナラティブの更新 Jan 20

PLS: Rich Multiple Will Likely Outweigh Stronger Margins Going Forward

Analysts have raised their price target on PLS Group from A$2.10 to A$2.40, citing updated assumptions based on higher expected revenue, an improved profit margin profile and a lower future P/E estimate in their models. What's in the News PLS Group is the new corporate name for Pilbara Minerals Limited, following an official change on November 25, 2025.
ナラティブの更新 Jan 06

PLS: Elevated Future P/E Will Constrain Returns Despite Firmer Margins

The analyst price target for PLS Group remains at US$2.10, with analysts citing slightly adjusted assumptions for revenue growth, profit margins and future P/E as the basis for maintaining this level. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, reflecting the new corporate identity of the company (Key Developments).
ナラティブの更新 Dec 14

PLS: Future Profits Will Lag Stronger Revenue As Margins Compress

Analysts have raised their price target on PLS Group significantly to reflect stronger projected revenue growth and higher perceived fair value, despite moderating profit margin expectations and a higher discount rate. What's in the News Pilbara Minerals Limited has rebranded as PLS Group Limited, signaling a broader corporate identity and strategic repositioning (company announcement).
ナラティブの更新 Nov 30

PLS: Higher Discount Rate And Margin Pressure Will Limit Share Price Upside

Analysts have raised their price target for PLS Group from $2.89 to $3.00, citing revised expectations for slightly higher revenue growth and valuation multiples, even though there is a modest reduction in projected profit margins. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited (Key Developments).
分析記事 Nov 18

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Pilbara Minerals to hold its Annual General Meeting on 25th of November CEO Dale Henderson's total...
ナラティブの更新 Nov 16

PLS: Rising Lithium Uncertainty Will Likely Limit Further Share Price Upside

The analyst price target for Pilbara Minerals has risen to A$2.89 from A$2.69. Analysts cite improving lithium prices and moderately stronger company fundamentals as key drivers of the upward revision.
ナラティブの更新 Nov 01

PLS: Recent Price Rally Will Limit Further Upside Amid Market Uncertainty

The average analyst price target for Pilbara Minerals has increased by A$0.46 to A$2.69, as analysts cite improving profit margins, stronger forecasted revenue growth, and expectations of firmer lithium prices as key drivers behind the upward revision. Analyst Commentary Recent updates from equity research firms reflect a diversity of opinion on the outlook for Pilbara Minerals, with revisions both upwards and downwards in response to developments in the lithium market and company-specific performance.
ナラティブの更新 Oct 17

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has been raised from A$2.16 to A$2.23, as analysts cite a shift towards higher lithium price expectations. This comes despite continued caution around sustainability and valuation in the sector.
ナラティブの更新 Oct 03

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has increased modestly, rising by A$0.03 to A$2.16. Analysts cite sustained high lithium prices but express caution regarding valuation following recent share price gains.
ナラティブの更新 Aug 27

Major Plant Expansions And Advanced Technology Will Unlock Lithium Potential

Analysts have raised Pilbara Minerals' price target to A$2.13, reflecting improved expectations for lithium prices and commodity fundamentals, though sentiment remains more neutral given recent share price appreciation and valuation concerns. Analyst Commentary Upward revisions to price targets based on expectations of higher lithium prices.
分析記事 Aug 27

AU$2.13 - That's What Analysts Think Pilbara Minerals Limited (ASX:PLS) Is Worth After These Results

Shareholders might have noticed that Pilbara Minerals Limited ( ASX:PLS ) filed its full-year result this time last...
分析記事 Aug 17

Improved Revenues Required Before Pilbara Minerals Limited (ASX:PLS) Stock's 29% Jump Looks Justified

Despite an already strong run, Pilbara Minerals Limited ( ASX:PLS ) shares have been powering on, with a gain of 29% in...
分析記事 Aug 01

A Look At The Intrinsic Value Of Pilbara Minerals Limited (ASX:PLS)

Key Insights The projected fair value for Pilbara Minerals is AU$2.08 based on 2 Stage Free Cash Flow to Equity Pilbara...
分析記事 Jul 03

Pilbara Minerals Limited (ASX:PLS) Shares Fly 34% But Investors Aren't Buying For Growth

Pilbara Minerals Limited ( ASX:PLS ) shareholders would be excited to see that the share price has had a great month...
User avatar
新しいナラティブ Dec 09

Strategic P1000 Expansion And POSCO Partnership Propel Lithium Growth And Boost Margins

Strategic projects and acquisitions aim to enhance production capacity, diversify revenue, and reduce costs, improving operational efficiency and future growth prospects.

CEO報酬分析

PLS Group の収益と比較して、Dale Henderson の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025n/an/a

-AU$94m

Sep 30 2025n/an/a

-AU$145m

Jun 30 2025AU$5mAU$1m

-AU$196m

Mar 31 2025n/an/a

-AU$114m

Dec 31 2024n/an/a

-AU$33m

Sep 30 2024n/an/a

AU$112m

Jun 30 2024AU$4mAU$1m

AU$257m

Mar 31 2024n/an/a

AU$813m

Dec 31 2023n/an/a

AU$1b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$4mAU$1m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$1b

Jun 30 2022AU$1mAU$491k

AU$562m

Mar 31 2022n/an/a

AU$323m

Dec 31 2021n/an/a

AU$84m

Sep 30 2021n/an/a

AU$16m

Jun 30 2021AU$1mAU$375k

-AU$51m

Mar 31 2021n/an/a

-AU$54m

Dec 31 2020n/an/a

-AU$57m

Sep 30 2020n/an/a

-AU$78m

Jun 30 2020AU$754kAU$411k

-AU$99m

Mar 31 2020n/an/a

-AU$90m

Dec 31 2019n/an/a

-AU$80m

Sep 30 2019n/an/a

-AU$55m

Jun 30 2019AU$688kAU$429k

-AU$29m

報酬と市場: Daleの 総報酬 ($USD 3.64M ) は、 Australian市場 ($USD 3.96M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Daleの報酬は増加しましたが、会社は利益を上げていません。


CEO

Dale Henderson

3.8yrs
在職期間
AU$5,089,542
報酬

Mr. Dale Robert Henderson, B Eng (Civil), GAICD, is Non-Executive Director of Posco Lithium Solution from December 8, 2022. He had been Chief Operating Officer at Pilbara Minerals Limited since March 05, 2...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Dale Henderson
MD, CEO & Executive Director3.8yrsAU$5.09m0.095%
A$ 18.8m
Alex Willcocks
Chief Financial Officerless than a yearデータなしデータなし
Brett McFadgen
Chief Operating Officer1.8yrsデータなしデータなし
James Fuller
Manager of IRno dataデータなしデータなし
Sandra McInnes
Chief People & Sustainability Officer3.3yrsデータなしデータなし
John Stanning
Chief Development Officer3.3yrsデータなしデータなし
Danielle Webber
Company Secretary2.5yrsデータなしデータなし
2.9yrs
平均在職期間

経験豊富な経営陣: PLSの経営陣は 経験豊富 であると考えられます ( 2.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Dale Henderson
MD, CEO & Executive Directorno dataAU$5.09m0.095%
A$ 18.8m
Kathleen Conlon
Independent Non-Executive Chairman2.3yrsAU$425.00k0.0025%
A$ 504.1k
Nicholas Cernotta
Independent Non-Executive Director9.3yrsAU$218.49k0.011%
A$ 2.2m
Sally-Anne Layman
Independent Non-Executive Director8.1yrsAU$223.00k0.0053%
A$ 1.1m
Miriam Stanborough
Independent Non-Executive Director4.6yrsAU$203.92k0.0036%
A$ 708.6k
Robert Nicholson
Non-Executive Directorless than a yearデータなし0.00093%
A$ 184.6k
4.6yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: PLSの 取締役会経験豊富 であると考えられます ( 4.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 08:42
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PLS Group Limited 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

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