Sandfire Resources マネジメント
マネジメント 基準チェック /44
Sandfire Resourcesの CEO はBrendan Harrisで、 Apr2023年に任命され、 の在任期間は 3.42年です。 の年間総報酬は$ 3.15Mで、 30.1%給与と69.9%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0.18%を直接所有しており、その価値はA$ 17.99M 。経営陣と取締役会の平均在任期間はそれぞれ3年と4.2年です。
主要情報
Brendan Harris
最高経営責任者
US$3.1m
報酬総額
| CEO給与比率 | 30.14% |
| CEO在任期間 | 3.4yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 3yrs |
| 取締役会の平均在任期間 | 4.2yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Sep 09
SFR: Future Returns Will Balance Copper Support With Re Rating Risks
Analysts have lifted their fair value estimate for Sandfire Resources to A$22.19 from A$20.06, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, even as recent research points to more limited upside from current share levels. Analyst Commentary Recent research on Sandfire Resources points to a more balanced view, with analysts acknowledging solid execution and a supportive copper backdrop while questioning how much upside remains from current levels.
ナラティブ更新 • Aug 26
SFR: Recent Downgrades Will Likely Cap Further Upside Near Term
Analysts have reset their fair value estimate for Sandfire Resources from A$16.05 to A$19.20. This reflects recent price target moves and comments that consistent operational delivery and a copper supportive macro backdrop are now largely captured in the stock, with limited further upside identified at current levels.ナラティブ更新 • Aug 08
SFR: Recent Downgrade May Signal Limited Upside Despite Rich Earnings Multiple
Analysts lifted their fair value estimate for Sandfire Resources from about A$15.09 to roughly A$16.05, even as an unchanged A$20 Street price target and a recent downgrade to Sector Perform signal a view that upside from current levels may be limited. What's in the News for Sandfire Resources No recent company specific news items or key developments for Sandfire Resources were provided in the available sources as of 6 Aug 2026.ナラティブ更新 • Jul 25
SFR: Future Returns Will Rely On Copper Momentum And Margins
Analysts have increased their fair value estimate for Sandfire Resources from A$19.40 to A$20.06, with the updated A$20 price target reflecting revised assumptions on growth and margins, while recent research indicates limited upside from current levels. What’s in the News for Sandfire Resources Sandfire Resources has attracted increased investor interest, with the share price recently rising over 4%, according to recent coverage.
ナラティブ更新 • Jul 11
SFR: Copper Demand And Higher Margins Will Support Future Upside Potential
Analysts have lifted their price target on Sandfire Resources from A$17.30 to A$24.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the change. What's in the News Sandfire Resources shares recently traded at $19.41, with a 4.3% gain reported in the session highlighted by the primary news source.ナラティブ更新 • Jun 27
SFR: Rising Copper Prices May Not Justify Rich Earnings Multiple
Analysts have lifted their price target on Sandfire Resources from A$11.45 to about A$15.09, citing updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple as key drivers of the new valuation view. What’s in the News for Sandfire Resources Sandfire Resources is focusing on its dual hub production model at the MATSA complex in Spain and the Motheo project in Botswana, aiming to align output with elevated copper prices and demand linked to clean energy and data center projects, according to recent reports.ナラティブ更新 • Jun 13
SFR: Fair Outlook Will Depend On Margins And Index Inclusion
Analysts have raised their price target for Sandfire Resources to A$19.40 from about A$19.05, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples that are currently informing broader Street research views. What's in the News Sandfire Resources Limited (ASX:SFR) has been added to the FTSE All-World Index (USD), reflecting inclusion in a widely tracked global equity index.ナラティブ更新 • May 30
SFR: Fair Outlook Will Rely On Margins And Refined P/E Framework
Analysts have lifted their fair value estimate for Sandfire Resources from A$18.79 to A$19.05, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Analysts reviewing Sandfire Resources are focusing on how the updated assumptions for discount rates, revenue growth, profit margins and future P/E feed into the revised fair value estimate of A$19.05.ナラティブ更新 • May 10
SFR: Free Cash Flow Strength And Commodity Decks Will Shape Fair Outlook
Analysts have made a small upward revision to Sandfire Resources' price target, reflecting updated cash flow expectations and refreshed commodity price assumptions. Recent Street research includes moves from A$17.50 to A$18 and from A$19.50 to A$21.ナラティブ更新 • Apr 24
SFR: Free Cash Flow And Commodity Assumptions Will Guide Fair Outcome
Analysts have trimmed their fair value estimate for Sandfire Resources by A$0.17 to A$18.81, reflecting updated assumptions on discount rates, revenue growth, margins and future P/E, following recent research that includes higher Street price targets in the A$18 to A$21 range and continued focus on free cash flow and revised commodity price decks. Analyst Commentary Bullish Takeaways Bullish analysts point to strong free cash flow as a key support for the current valuation, arguing that consistent cash generation offers flexibility for funding projects or strengthening the balance sheet.ナラティブ更新 • Apr 09
SFR: Free Cash Flow Strength And 2026 Guidance Will Shape Fair Outcome
Analysts have trimmed the blended fair value estimate for Sandfire Resources by about A$0.10 to A$18.98. Recent Street research price target moves to A$18 and A$21 highlight a mix of updated commodity assumptions and views on cash flow strength.ナラティブ更新 • Mar 25
SFR: Free Cash Flow And 2026 Guidance Will Support Future Repricing
Analysts have lifted the fair value estimate for Sandfire Resources slightly to A$19.08 from A$18.99, citing updated commodity price assumptions and recent price target moves around A$18 to A$21, which are supported by free cash flow and valuation views. Analyst Commentary Recent research updates offer a mixed but constructive view on Sandfire Resources, with most commentary focused on refreshed commodity price assumptions, free cash flow support and where the shares sit relative to updated price targets.ナラティブ更新 • Mar 10
SFR: Free Cash Flow And 2026 Guidance Will Support Upside Repricing
Analysts have nudged their fair value estimate for Sandfire Resources slightly higher to about A$19.00 per share, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E, as well as recent price target increases to A$18 and A$21 that highlight ongoing focus on free cash flow and revised commodity price forecasts. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to strong free cash flow as a key support for their higher fair value assumptions, suggesting the current P/E they are using in models is underpinned by cash generation rather than just sentiment.ナラティブ更新 • Feb 24
SFR: Free Cash Flow And 2026 Output Guidance Will Support Balanced Risk Profile
Analysts have nudged their fair value estimate for Sandfire Resources higher to A$18.99 from A$18.53. This reflects updated views on free cash flow strength and revised commodity price assumptions feeding into revenue growth, margin, discount rate and future P/E inputs.ナラティブ更新 • Feb 09
SFR: Updated Production Outlook And Margins Will Likely Support Balanced Risk Profile
Analysts have nudged their price target for Sandfire Resources higher to A$18.53 from A$18.26, reflecting updated assumptions for revenue, profit margins and a slightly lower expected future P/E multiple. What's in the News Sandfire issued new production guidance for fiscal 2026, with Group copper equivalent (CuEq) output expected in a range of 149 kt to 165 kt.ナラティブ更新 • Jan 26
SFR: Updated Margin And Production Assumptions Will Likely Sustain Balanced Risk Profile
Narrative Update Analysts have lifted their price target for Sandfire Resources from A$15.65 to A$18.26, citing updated assumptions for revenue growth, profit margins, and a slightly revised discount rate and P/E expectations. What's in the News Sandfire Resources issued new production guidance for fiscal 2026, outlining expected Group CuEq production in a range of 149 kt to 165 kt.ナラティブ更新 • Jan 11
SFR: Higher Margin Assumptions Will Likely Sustain Material Downside Risk
Analysts have slightly raised their price target for Sandfire Resources to A$15.65 from A$15.30, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. Valuation Changes The fair value estimate has risen slightly from A$15.30 to A$15.65.ナラティブ更新 • Dec 15
SFR: Future Profitability Assumptions Will Likely Expose Downside Risk
Analysts have raised their price target for Sandfire Resources by approximately A$0.64 to A$15.30, citing slightly higher long term revenue growth and profit margin assumptions. Valuation Changes The fair value estimate has risen slightly from A$14.66 to A$15.30 per share, reflecting a modest uplift in intrinsic valuation.ナラティブ更新 • Dec 01
SFR: Fair Value Will Remain Balanced Despite Marginal Profit Pressure
Analysts have raised their price target for Sandfire Resources slightly, from $14.59 to $14.66, citing modest improvements in projected revenue growth and fair value estimates. Valuation Changes Fair Value has risen slightly from A$14.59 to A$14.66.ナラティブ更新 • Nov 16
SFR: Profit Margin Outlook Will Not Offset Overvaluation Risk
Narrative Update on Sandfire Resources: Analyst Price Target Change Analysts have increased their price target for Sandfire Resources slightly, raising it from $14.53 to $14.59. The change is attributed to improved profit margin forecasts and a modest uptick in fair value, even though revenue growth expectations have been tempered.分析記事 • Nov 01
An Intrinsic Calculation For Sandfire Resources Limited (ASX:SFR) Suggests It's 38% Undervalued
Key Insights Sandfire Resources' estimated fair value is AU$26.11 based on 2 Stage Free Cash Flow to Equity Current...ナラティブ更新 • Nov 01
SFR: Rising Discount Rate May Pressure Price Performance
Analysts have raised Sandfire Resources’ fair value estimate from $13.51 to $14.53 per share, citing improvements in revenue growth and profit margin forecasts as key drivers for the upward revision. Valuation Changes The fair value estimate has increased from A$13.51 to A$14.53 per share.ナラティブ更新 • Oct 18
Motheo Copper Mine And MATSA Will Secure Future Supply
Analysts have raised their price target for Sandfire Resources from $12.26 to $13.51. They highlighted improved profit margins and a more favorable long-term outlook as key drivers for the update.ナラティブ更新 • Oct 03
Motheo Copper Mine And MATSA Will Secure Future Supply
Analysts have raised their price target for Sandfire Resources from $11.87 to $12.26 per share. They cite improved revenue growth projections and a higher forecasted fair value for the company.ナラティブ更新 • Sep 04
Motheo Copper Mine And MATSA Will Secure Future Supply
Sandfire Resources’ future P/E has risen sharply while revenue growth forecasts have weakened, suggesting a less favorable earnings outlook, though the consensus price target has only edged up slightly to A$11.87. Valuation Changes Summary of Valuation Changes for Sandfire Resources The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$11.69 to A$11.87.新しいナラティブ • May 11
MATSA And Motheo Production Will Advance Operational Efficiency
Projected production increases and successful cost management at MATSA and Motheo could boost revenue and enhance financial stability.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | US$3m | US$948k | US$356m |
| Mar 31 2026 | n/a | n/a | US$247m |
| Dec 31 2025 | n/a | n/a | US$139m |
| Sep 30 2025 | n/a | n/a | US$116m |
| Jun 30 2025 | US$3m | US$770k | US$93m |
| Mar 31 2025 | n/a | n/a | US$90m |
| Dec 31 2024 | n/a | n/a | US$87m |
| Sep 30 2024 | n/a | n/a | US$35m |
| Jun 30 2024 | US$4m | US$782k | -US$17m |
| Mar 31 2024 | n/a | n/a | -US$47m |
| Dec 31 2023 | n/a | n/a | -US$78m |
| Sep 30 2023 | n/a | n/a | -US$65m |
| Jun 30 2023 | US$926k | US$196k | -US$52m |
報酬と市場: Brendanの 総報酬 ($USD 3.15M ) は、 Australian市場 ($USD 3.07M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Brendanの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Brendan Harris (54 yo)
3.4yrs
在職期間
US$3,145,411
報酬
Mr. Brendan Harris, Bsc, CPA, served as Chief Human Resources and Commercial Officer at South32 Limited since October 2020 until December 2022. He serves as Chief Executive Officer, Managing Director and D...
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 |
|---|---|---|---|---|
| CEO, MD & Director | 3.4yrs | US$3.15m | 0.18% A$ 18.0m | |
| Chief Financial Officer | 2.9yrs | US$1.33m | 0.0046% A$ 451.7k | |
| Chief Operating Officer | 7yrs | US$1.18m | 0.10% A$ 10.3m | |
| Head of Investor Relations | no data | データなし | データなし | |
| Chief Legal & Compliance Officer and Company Secretary | 1.9yrs | データなし | データなし | |
| Chief People Officer | 4.3yrs | データなし | データなし | |
| Head of Commercial | no data | データなし | データなし | |
| Chief Sustainability Officer | 3yrs | データなし | データなし | |
| Head of Corporate Affairs | no data | データなし | データなし | |
| Joint Company Secretary | 2yrs | データなし | データなし |
3.0yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: SFRの経営陣は 経験豊富 であると考えられます ( 3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 |
|---|---|---|---|---|
| CEO, MD & Director | 3.4yrs | US$3.15m | 0.18% A$ 18.0m | |
| Independent Non-Executive Director | 4.2yrs | US$191.96k | データなし | |
| Independent Non-Executive Director | 5.7yrs | US$162.62k | 0.0060% A$ 596.7k | |
| Independent Non-Executive Chairman | 5.7yrs | US$276.80k | 0.014% A$ 1.4m | |
| Independent Non-Executive Director | 3yrs | US$162.62k | データなし | |
| Independent Non-Executive Director | 4.2yrs | US$163.31k | 0.00086% A$ 85.4k | |
| Independent Non-Executive Director | 6.2yrs | US$169.54k | 0.0062% A$ 617.5k |
4.2yrs
平均在職期間
60yo
平均年齢
経験豊富なボード: SFRの 取締役会 は 経験豊富 であると考えられます ( 4.2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 | 2026/09/11 19:23 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/06/30 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
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
Sandfire Resources Limited 14 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。24
| アナリスト | 機関 |
|---|---|
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Kate McCutcheon | BofA Global Research |
| Timothy Hoff | Canaccord Genuity |