View ValuationExxaro Resources 将来の成長Future 基準チェック /26Exxaro Resources利益と収益がそれぞれ年間4.1%と7.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13% 4.8%なると予測されています。主要情報4.1%収益成長率4.78%EPS成長率Oil and Gas 収益成長44.8%収益成長率7.6%将来の株主資本利益率12.97%アナリストカバレッジGood最終更新日17 Apr 2026今後の成長に関する最新情報お知らせ • Aug 12Exxaro Resources Limited Provides Earnings Guidance for the Six Months Ended June 30, 2023Exxaro Resources Limited provided earnings guidance for the six months ended June 30, 2023. Headline earnings per share (HEPS) for the six-month period ended 30 June 2023 is expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. Attributable earnings per share (AEPS) for the six-month period ended 30 June 2022 is also expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. The decrease in earnings at own managed operations is largely attributable to lower coal sales prices and volumes, compounded by the impact of ongoing logistical challenges. Income from equity-accounted investments at Sishen Iron Ore Company Proprietary Limited and Mafube Coal Proprietary Limited were also negatively impacted by lower prices. For the period, the company expects AEPS to be ZAR 2,148 million to ZAR 2,625 million and 784 cents to 1,261 cents decrease, HEPS to be ZAR 2,158 million to ZAR 2,638 million and 788 cents to 1,268 cents decrease.すべての更新を表示Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Carol Winifred Molope was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29Exxaro Resources Limited, Annual General Meeting, May 27, 2026Exxaro Resources Limited, Annual General Meeting, May 27, 2026. Location: the connexxion, 263b west avenue, die hoewes, centurion South Africaお知らせ • Feb 27Exxaro Resources Limited (JSE:EXX) completed the acquisition of 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp for ZAR 1.95 billion .Exxaro Resources Limited (JSE:EXX) entered into agreement to acquire 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp. for ZAR 1.9 billion on May 13, 2025. On the Closing Date, Exxaro will make the payment of 95% of the Transaction consideration to OM Mauritius. The balance of 5% will be held in escrow as security in line with an agreed escrow agreement for a period of 12 months after the Closing Date. Exxaro, through its newly incorporated wholly-owned subsidiary, has entered into two separate agreements with Ntsimbintle Holdings Proprietary Limited and OMH (Mauritius) Corp. The Unadjusted Price payable to the Sellers in respect of the Sale Equity is ZAR 11.7 billion. The purchase consideration will be discharged in cash and Exxaro will fund the transaction through its existing cash resources and undrawn bank facilities, 95% into the Sellers’ bank accounts in cash; and 5% to an escrow agent to be held in escrow in line with agreed escrow agreements. The Target Assets to be acquired from OMH Mauritius comprise 26% of Ntsimbintle Mining, resulting in the Purchaser acquiring 100% of Ntsimbintle Mining through the transactions. For the period ending December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported net income of ZAR 122 million. As of December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported total common equity of ZAR 1.48 billion. Post the Transaction, certain companies will be classified as subsidiaries of Exxaro, held through the Purchaser The transaction is subject to exchange control approval by the South African Reserve Bank, approval by the relevant competition authorities of South Africa, requisite regulatory approvals and fulfillment or waiver of the suspensive conditions, and target shareholder approval. As of December 2, 2025, OM Holdings fulfilled the conditions of Ministerial approval, approval by the relevant competition authorities of South Africa, approval by shareholders of Ntsimbintle Mining. The transaction remains subject to fulfillment of outstanding suspensive conditions. The transaction is expected to close in early 2026. As on January 29, 2026, all conditions relating to the Transaction have now been fulfilled and the merger is expected to completed on or before February 27, 2026. Investec Bank Limited and Itai Capital acted as financial advisor, Edward Nathan Sonnenbergs Inc. acted as legal advisor, Deloitte Africa acted as financial and tax due diligence advisor to Exxaro Resources Limited (JSE:EXX). Barclays Bank PLC acted as financial advisor, Webber Wentzel and Werkmans Attorneys acted as legal advisors to Ntsimbintle Mining (Proprietary) Ltd. Exxaro Resources Limited (JSE:EXX) completed the acquisition of 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp. on February 27, 2026. The final consideration of ZAR 1.95 billion was paid by Exxaro Resources Limited.お知らせ • Dec 02Exxaro Resources Limited to Report Fiscal Year 2025 Results on Mar 19, 2026Exxaro Resources Limited announced that they will report fiscal year 2025 results on Mar 19, 2026お知らせ • Nov 28Exxaro Resources Limited (JSE:EXX) has entered into binding agreement to acquire 80% stake in Acciona Energy South Africa O&M, Pty. Ltd. from Corporación Acciona Energías Renovables, S.A. (BME:ANE).Exxaro Resources Limited (JSE:EXX) has entered into binding agreement to acquire 80% stake in Acciona Energy South Africa O&M, Pty. Ltd. from Corporación Acciona Energías Renovables, S.A. (BME:ANE) on November 27, 2025. In a related transaction, Exxaro Resources Limited will acquire 138 MW Gouda Wind Farm, 75MW Sishen Solar Photovoltaic Farm, 75MW Sishen Solar Photovoltaic Farm and Acciona Energy South Africa O&M (Pty) Ltd for ZAR 1.8 billion. The transaction will be funded from Exxaro’s existing cash reserves and undrawn bank facilities The transaction is expected to close in first half of 2026. The transaction is subject to approvals from the Competition Commission, the South African Reserve Bank, and the Department of Energy and Electricity. The Standard Bank of South Africa Limited acted as financial advisor to Exxaro Resources Limited. Covington & Burling LLP acted as legal advisor to Exxaro Resources Limited.お知らせ • Aug 22Exxaro Resources Limited Announces Changes to its Group Management StructureExxaro Resources Limited announced changes to its Group Management Structure, in order to reposition an organisation that is fit for the future and a structure that incorporates its growing diversified portfolio, to stabilise the business, enhance agility and collaboration, and enable more responsive decision making as it accelerates the execution of Exxaro's Sustainable Growth and Impact Strategy. These changes ensure that Exxaro's leadership team is aligned to exploit opportunities across coal, energy, and transitional metals, while driving capital discipline and operational efficiency. The Group Executive Committee reporting directly to the CEO is as follows: Mr. Joseph Rock - executive head people and performance; Ms Caroline Shirindza - executive head coal (effective 1 November 2025); Mr. Johan Meyer - executive head metals; Mr. Leon Groenewald - executive head energy; Mr. Mervin Govender - executive head technical services; Mr. Richard Lilleike - executive head strategy and business development; Mr. Mongezi Veti - executive head sustainability (Retiring 31 July 2026) and Ms Neo Monareng - executive head sustainability (designate, effective 1 November 2025).お知らせ • Aug 21Exxaro Resources Limited Approves Gross Interim Ordinary Dividend, Payable on 6 October 2025Exxaro Resources Limited at its board of directors meeting held on 19 August 2025, the directors approved a gross interim dividend of 843 cents per share ("Interim Ordinary Dividend"). The Interim Ordinary Dividend is payable on 6 October 2025 to shareholders who will be on the register on 3 October 2025. The Interim Ordinary Dividend was declared from profits generated during the six-month period ended 30 June 2025 and has been declared from income reserves. The Interim Ordinary.お知らせ • Jun 30Exxaro Resources Limited to Report First Half, 2025 Results on Aug 21, 2025Exxaro Resources Limited announced that they will report first half, 2025 results on Aug 21, 2025お知らせ • May 13Exxaro Resources Limited (JSE:EXX) entered into agreement to acquire 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp for ZAR 1.9 billion.Exxaro Resources Limited (JSE:EXX) entered into agreement to acquire 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp. for ZAR 1.9 billion on May 13, 2025. On the Closing Date, Exxaro will make the payment of 95% of the Transaction consideration to OM Mauritius. The balance of 5% will be held in escrow as security in line with an agreed escrow agreement for a period of 12 months after the Closing Date. Exxaro, through its newly incorporated wholly-owned subsidiary, has entered into two separate agreements with Ntsimbintle Holdings Proprietary Limited and OMH (Mauritius) Corp. The Unadjusted Price payable to the Sellers in respect of the Sale Equity is ZAR 11.7 billion. The purchase consideration will be discharged in cash and Exxaro will fund the transaction through its existing cash resources and undrawn bank facilities, 95% into the Sellers’ bank accounts in cash; and 5% to an escrow agent to be held in escrow in line with agreed escrow agreements. The Target Assets to be acquired from OMH Mauritius comprise 26% of Ntsimbintle Mining, resulting in the Purchaser acquiring 100% of Ntsimbintle Mining through the transactions. For the period ending December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported net income of ZAR 122 million. As of December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported total common equity of ZAR 1.48 billion. Post the Transaction, certain companies will be classified as subsidiaries of Exxaro, held through the Purchaser The transaction is subject to exchange control approval by the South African Reserve Bank, approval by the relevant competition authorities of South Africa, requisite regulatory approvals and fulfillment or waiver of the suspensive conditions. The closing date of the Transaction will be the date of transfer of the ownership of the sale equity to the purchaser, which is expected to occur in early 2026. Investec Bank Limited and Itai Capital acted as financial advisor, Edward Nathan Sonnenbergs Inc. acted as legal advisor, Deloitte Africa acted as financial and tax due diligence advisor to Exxaro Resources Limited (JSE:EXX). Barclays Bank PLC acted as financial advisor, Webber Wentzel and Werkmans Attorneys acted as legal advisors to Ntsimbintle Mining (Proprietary) Ltd.お知らせ • Apr 15Exxaro Resources Limited, Annual General Meeting, May 15, 2025Exxaro Resources Limited, Annual General Meeting, May 15, 2025. Location: the connexxion, 263b west avenue, die hoewes, centurion South Africaお知らせ • Mar 13Exxaro Resources Limited Announces CEO ChangesThe board of directors of Exxaro Resources Limited announced the appointment of Mr. Bennetor ("Ben") Magara as the incoming CEO, effective 1 April 2025. Ben will succeed Acting CEO, Mr. Riaan Koppeschaar, who will continue in his role as Finance Director. Ben is a qualified Mining Engineer and highly regarded mining veteran with over 35 years' industry experience in both soft and hard rock mining at underground and open pit operations. He is renowned for driving operational excellence and providing strategic leadership at multiple large mining operations from his early days at Anglo American Coal and most recently, and notably, the stabilisation, restructuring, and turnaround of Lonmin Plc and its subsequent disposal to Sibanye Stillwater, creating the world's PGM producer. In 2020, Ben founded Africa Mining & Metals Group. He has also spent several years in the Democratic Republic of Congo's mining industry advising in the Copperbelt. He is, and will remain, an independent non- executive director at Weir Plc, a FTSE100 company, and will step down from the Board of Grindrod Limited as of 1 April 2025.お知らせ • Feb 09Exxaro Resources Announces CEO ChangesExxaro Resources has announced that Dr. Nombasa Tsengwa has resigned from the company in her capacity as the CEO with immediate effect. This comes after the board placed Tsengwa on precautionary suspension in December 2024 pending the outcome of an independent investigation into allegations related to workplace conduct and governance practice. An independent investigation against Tsengwa was set to be conducted by a reputable law firm, ENS, with the board saying it took any such allegations and resultant investigations very seriously though it made no presumption as to its conclusion. It said the company will be guided by the outcome of the investigation before taking the appropriate action, if any. Exxaro’s finance director, Pieter Adriaan Koppeschaar, was appointed as Acting CEO at the time of Tsengwa’s suspension and will remain in this position until a permanent CEO has been appointed.お知らせ • Feb 07Exxaro Resources Limited Announces Resignation of Nombasa Tsengwa as Board MemberExxaro Resources has announced that Dr. Nombasa Tsengwa has resigned from the company in her capacity as board member with immediate effect. This comes after the board placed Tsengwa on precautionary suspension in December 2024 pending the outcome of an independent investigation into allegations related to workplace conduct and governance practice. An independent investigation against Tsengwa was set to be conducted by a reputable law firm, ENS, with the board saying it took any such allegations and resultant investigations very seriously though it made no presumption as to its conclusion. It said the company will be guided by the outcome of the investigation before taking the appropriate action, if any.お知らせ • Dec 03Exxaro Resources Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Exxaro Resources Limited announced that they will report fiscal year 2024 results on Mar 13, 2025Upcoming Dividend • Sep 25Upcoming dividend of R7.96 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is a comfortable 48% and the cash payout ratio is 99%. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).Declared Dividend • Aug 18First half dividend of R7.96 announcedShareholders will receive a dividend of R7.96. Ex-date: 2nd October 2024 Payment date: 7th October 2024 Dividend yield will be 100%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.3% over the next 3 years. However, it would need to fall by 46% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Aug 16First half 2024 earnings released: EPS: R15.23 (vs R24.40 in 1H 2023)First half 2024 results: EPS: R15.23 (down from R24.40 in 1H 2023). Revenue: R19.0b (flat on 1H 2023). Net income: R3.69b (down 38% from 1H 2023). Profit margin: 19% (down from 31% in 1H 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Oil and Gas industry in Germany.お知らせ • Aug 15Exxaro Resources Limited Approves Interim Dividend, Payable on October 7, 2024At the Board of directors meeting on August 13, 2024, the directors of Exxaro Resources Limited approved a gross interim dividend of 796 cents per share (interim ordinary dividend). The interim ordinary dividend is payable on October 7, 2024 to shareholders who will be on the register on October 4, 2024. The interim ordinary dividend was declared from profits generated during the six-month period ended June 30, 2024 and has been declared from income reserves. The interim ordinary dividend is subject to dividend withholding tax at a rate of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of dividend withholding tax (net local ordinary dividend amounts to 636.80000 cents per share). Salient dates for the payment of the interim ordinary dividend are: First trading day ex dividend on the JSE October 2, 2024. Record date is October 4, 2024. Payment date is October 7, 2024.お知らせ • Jun 25+ 1 more updateExxaro Resources Limited to Report First Half, 2024 Results on Aug 15, 2024Exxaro Resources Limited announced that they will report first half, 2024 results on Aug 15, 2024Reported Earnings • Apr 24Full year 2023 earnings released: EPS: R46.66 (vs R57.13 in FY 2022)Full year 2023 results: EPS: R46.66 (down from R57.13 in FY 2022). Revenue: R38.7b (down 17% from FY 2022). Net income: R11.3b (down 18% from FY 2022). Profit margin: 29% (in line with FY 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Oil and Gas industry in Germany.お知らせ • Apr 24Exxaro Resources Limited, Annual General Meeting, May 23, 2024Exxaro Resources Limited, Annual General Meeting, May 23, 2024, at 10:00 South Africa Standard Time. Location: The conneXXion, 263B West Avenue, Die Hoewes, Centurion, South Africa Centurion South AfricaDeclared Dividend • Mar 17Final dividend of R15.82 announcedShareholders will receive a dividend of R15.82. Ex-date: 8th May 2024 Payment date: 13th May 2024 Dividend yield will be 202%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 21% over the next 2 years. However, it would need to fall by 49% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 14+ 1 more updateExxaro Resources Limited Resolves to Pay Special Dividend for the Year Ended 31 December 2023, Payable on 13 May 2024Exxaro Resources Limited announced that at the Board of directors meeting on 12 March 2024, the directors has resolved to pay a special dividend of 572 cents per share (special dividend) from income reserves for the year ended December 31, 2023. The special dividend is payable on 13 May 2024 to shareholders who will be on the register on 10 May 2024. The special dividend is subject to dividend withholding tax at a rate of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of dividend withholding tax (net local special dividend amounts to 457.60000 cents per share). The special dividend is subject To Approve the South African Reserve Bank (SARB).Buy Or Sell Opportunity • Jan 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to €8.80. The fair value is estimated to be €11.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 8.0% in 2 years. Earnings are forecast to decline by 27% in the next 2 years.お知らせ • Jan 24Exxaro Resources Limited Announces Executive Changes, Effective 1 May 2024Exxaro Resources Limited announced that Ms. Andiswa Ndoni has resigned as Exxaro's group company secretary with effect from 1 May 2024. She remains in the Group and has taken up the role of chief strategic resilience and governance officer. The company further announced that Michelle Nana has been appointed to the position of group company secretary, effective 1 May 2024. Michelle has over 30 years of company secretary experience over multiple geographies on the continent and offshore. She is a fellow member of the Chartered Secretary, a Certified Director of the IODSA and a law graduate.お知らせ • Dec 05Exxaro Resources Limited Announces Appointment of Nosipho Molope as an Independent Non- Executive Director to the Company and as Member of Group's Audit Committee, Effective 3 January 2024Exxaro Resources Limited has appointed Nosipho Molope as an independent non- executive director to the Company and as a member of Exxaro group's audit committee with effect from 3 January 2024. Ms Molope holds a BSc (Medical Sciences) from Wits University and is a Chartered Accountant who holds a PGDip (Accounting), BCompt, and BCompt (Hons), from the University of South Africa. Ms Molope is an experienced board member with audit committee membership and leadership experience of listed and unlisted companies in the financial, energy, telecommunications, and mining sectors. She has served on various listed and unlisted company boards in their Audit and Risk, Remuneration, Social & Ethics, Finance, and Investments committees.お知らせ • Nov 29Exxaro Resources Limited to Report Fiscal Year 2023 Results on Mar 14, 2024Exxaro Resources Limited announced that they will report fiscal year 2023 results on Mar 14, 2024Upcoming Dividend • Sep 20Upcoming dividend of R11.43 per share at 13% yieldEligible shareholders must have bought the stock before 27 September 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 13%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.4%).Buying Opportunity • Aug 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €8.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 7.5% in 2 years. Earnings is forecast to decline by 31% in the next 2 years.Reported Earnings • Aug 20First half 2023 earnings released: EPS: R24.40 (vs R34.09 in 1H 2022)First half 2023 results: EPS: R24.40 (down from R34.09 in 1H 2022). Revenue: R18.9b (down 15% from 1H 2022). Net income: R5.91b (down 28% from 1H 2022). Profit margin: 31% (down from 37% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%.お知らせ • Aug 17Exxaro Resources Limited Announces Interim Dividend, Payable on 2 October 2023Exxaro Resources Limited announced gross interim dividend of 1.143 cents per share. The interim dividend is payable on 2 October 2023 to shareholders who will be on the register on 29 September 2023. The interim dividend was declared from profits generated during the period ended 30 June 2023 and has been declared from income reserves. The interim dividend is subjectto dividend withholding tax at a rate of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of dividend withholding tax (net local dividend amounts to 914.40000 cents per share).お知らせ • Aug 12Exxaro Resources Limited Provides Earnings Guidance for the Six Months Ended June 30, 2023Exxaro Resources Limited provided earnings guidance for the six months ended June 30, 2023. Headline earnings per share (HEPS) for the six-month period ended 30 June 2023 is expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. Attributable earnings per share (AEPS) for the six-month period ended 30 June 2022 is also expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. The decrease in earnings at own managed operations is largely attributable to lower coal sales prices and volumes, compounded by the impact of ongoing logistical challenges. Income from equity-accounted investments at Sishen Iron Ore Company Proprietary Limited and Mafube Coal Proprietary Limited were also negatively impacted by lower prices. For the period, the company expects AEPS to be ZAR 2,148 million to ZAR 2,625 million and 784 cents to 1,261 cents decrease, HEPS to be ZAR 2,158 million to ZAR 2,638 million and 788 cents to 1,268 cents decrease.お知らせ • Jun 27Exxaro Resources Limited to Report First Half, 2023 Results on Aug 17, 2023Exxaro Resources Limited announced that they will report first half, 2023 results on Aug 17, 2023お知らせ • Jun 02Exxaro Resources Limited Announces Resignations of Mzila Mthenjane as Executive Head for Stakeholder AffairsMinerals Council South Africa appoints Mzila Mthenjane as its new Chief Executive Officer. Mr. Mthenjane will leave his role as Executive Head for Stakeholder Affairs at Exxaro Resources Limited to join the Minerals Council. He has more than 30 years of experience in the South African mining industry and financial services. During his nine years in a leadership role, Mr. Baxter oversaw a fundamental repositioning and rebranding of the then-Chamber of Mines to become the Minerals Council South Africa.お知らせ • May 20Exxaro Resources Limited Announces Executive AppointmentsExxaro Resources Limited at the annual general meeting held on 18 May 2023, approved election of Ms Nondumiso Medupe as a member of the group Audit Committee; Election of Dr Geraldine Fraser-Moleketi as a member of the group Social, ethics and responsibility committee; Election of Ms Karin Ireton as a member of the group Social, ethics and responsibility committee; Election of Ms Likhapha Mbatha as a member of the group Social, ethics and responsibility committee; Election of Mr. Peet Snyders as a member of the group Social, ethics and responsibility committee; Election of Dr Nombasa Tsengwa as a member of the group Social, ethics and responsibility committee; Election of Mr. Riaan Koppeschaar as a member of the group Social, ethics and responsibility committee.Upcoming Dividend • Apr 26Upcoming dividend of R11.36 per share at 14% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.7%).Reported Earnings • Mar 17Full year 2022 earnings released: EPS: R57.13 (vs R45.35 in FY 2021)Full year 2022 results: EPS: R57.13 (up from R45.35 in FY 2021). Revenue: R46.4b (up 42% from FY 2021). Net income: R13.8b (up 23% from FY 2021). Profit margin: 30% (down from 34% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 4.5%.Buying Opportunity • Mar 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €11.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Earnings per share has grown by 36%.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €11.30, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Oil and Gas industry in Europe.Upcoming Dividend • Sep 21Upcoming dividend of R15.93 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 53% and the cash payout ratio is 87%. Trailing yield: 12%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.2%).業績と収益の成長予測DB:LCQ - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202853,5598,875N/A9,295612/31/202752,3488,510N/A10,403612/31/202650,1458,945N/A10,884612/31/202541,7717,5643,2488,380N/A9/30/202542,0477,8714,4528,716N/A6/30/202542,3238,1775,6559,051N/A3/31/202541,5247,9515,8038,738N/A12/31/202440,7257,7245,9508,425N/A9/30/202439,7318,3996,2909,012N/A6/30/202438,7369,0736,6299,598N/A3/31/202438,71710,1837,53010,364N/A12/31/202338,69811,2928,43011,129N/A9/30/202340,84011,3879,55711,761N/A6/30/202342,98211,48110,68412,393N/A3/31/202344,67612,65411,72113,402N/A12/31/202246,36913,82612,75814,410N/A9/30/202243,16313,26011,71713,564N/A6/30/202239,95712,69310,67612,717N/A3/31/202236,36411,9488,31910,575N/A12/31/202132,77111,2025,9618,432N/A9/30/202131,38110,399N/AN/AN/A6/30/202129,9909,5951,7214,808N/A3/31/202129,4578,3322,0195,151N/A12/31/202028,9247,0692,3165,493N/A9/30/202028,3847,380N/AN/AN/A6/30/202027,8437,5812864,931N/A3/31/202026,7857,640-1,1564,207N/A12/31/201925,7267,699-2,5983,483N/A9/30/201925,4597,856N/A4,039N/A6/30/201925,1928,123N/A4,595N/A3/31/201925,3427,523N/A5,012N/A12/31/201825,4916,923N/A5,429N/A6/30/201824,3372,747N/A5,669N/A3/31/201823,5752,737N/A5,611N/A12/31/201722,8132,726N/A5,553N/A6/30/201721,8717,292N/A5,671N/A3/31/201721,3846,430N/A5,107N/A12/31/201620,8975,568N/A4,543N/A9/30/201620,3332,963N/AN/AN/A6/30/201619,768784N/A3,630N/A3/31/201619,049686N/A3,813N/A12/31/201518,330588N/A3,995N/A9/30/201517,8221,678N/AN/AN/A6/30/201517,3132,768N/A4,376N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LCQの予測収益成長率 (年間4.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: LCQの収益 ( 4.1% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: LCQの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: LCQの収益 ( 7.6% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: LCQの収益 ( 7.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LCQの 自己資本利益率 は、3年後には低くなると予測されています ( 13 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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 20:23終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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やYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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Exxaro Resources Limited 6 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。14 アナリスト機関Mpumelelo MthembuAbsa Bank LimitedWade NapierAvior Capital MarketsCaroline LearmonthBarclays11 その他のアナリストを表示
お知らせ • Aug 12Exxaro Resources Limited Provides Earnings Guidance for the Six Months Ended June 30, 2023Exxaro Resources Limited provided earnings guidance for the six months ended June 30, 2023. Headline earnings per share (HEPS) for the six-month period ended 30 June 2023 is expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. Attributable earnings per share (AEPS) for the six-month period ended 30 June 2022 is also expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. The decrease in earnings at own managed operations is largely attributable to lower coal sales prices and volumes, compounded by the impact of ongoing logistical challenges. Income from equity-accounted investments at Sishen Iron Ore Company Proprietary Limited and Mafube Coal Proprietary Limited were also negatively impacted by lower prices. For the period, the company expects AEPS to be ZAR 2,148 million to ZAR 2,625 million and 784 cents to 1,261 cents decrease, HEPS to be ZAR 2,158 million to ZAR 2,638 million and 788 cents to 1,268 cents decrease.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Carol Winifred Molope was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29Exxaro Resources Limited, Annual General Meeting, May 27, 2026Exxaro Resources Limited, Annual General Meeting, May 27, 2026. Location: the connexxion, 263b west avenue, die hoewes, centurion South Africa
お知らせ • Feb 27Exxaro Resources Limited (JSE:EXX) completed the acquisition of 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp for ZAR 1.95 billion .Exxaro Resources Limited (JSE:EXX) entered into agreement to acquire 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp. for ZAR 1.9 billion on May 13, 2025. On the Closing Date, Exxaro will make the payment of 95% of the Transaction consideration to OM Mauritius. The balance of 5% will be held in escrow as security in line with an agreed escrow agreement for a period of 12 months after the Closing Date. Exxaro, through its newly incorporated wholly-owned subsidiary, has entered into two separate agreements with Ntsimbintle Holdings Proprietary Limited and OMH (Mauritius) Corp. The Unadjusted Price payable to the Sellers in respect of the Sale Equity is ZAR 11.7 billion. The purchase consideration will be discharged in cash and Exxaro will fund the transaction through its existing cash resources and undrawn bank facilities, 95% into the Sellers’ bank accounts in cash; and 5% to an escrow agent to be held in escrow in line with agreed escrow agreements. The Target Assets to be acquired from OMH Mauritius comprise 26% of Ntsimbintle Mining, resulting in the Purchaser acquiring 100% of Ntsimbintle Mining through the transactions. For the period ending December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported net income of ZAR 122 million. As of December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported total common equity of ZAR 1.48 billion. Post the Transaction, certain companies will be classified as subsidiaries of Exxaro, held through the Purchaser The transaction is subject to exchange control approval by the South African Reserve Bank, approval by the relevant competition authorities of South Africa, requisite regulatory approvals and fulfillment or waiver of the suspensive conditions, and target shareholder approval. As of December 2, 2025, OM Holdings fulfilled the conditions of Ministerial approval, approval by the relevant competition authorities of South Africa, approval by shareholders of Ntsimbintle Mining. The transaction remains subject to fulfillment of outstanding suspensive conditions. The transaction is expected to close in early 2026. As on January 29, 2026, all conditions relating to the Transaction have now been fulfilled and the merger is expected to completed on or before February 27, 2026. Investec Bank Limited and Itai Capital acted as financial advisor, Edward Nathan Sonnenbergs Inc. acted as legal advisor, Deloitte Africa acted as financial and tax due diligence advisor to Exxaro Resources Limited (JSE:EXX). Barclays Bank PLC acted as financial advisor, Webber Wentzel and Werkmans Attorneys acted as legal advisors to Ntsimbintle Mining (Proprietary) Ltd. Exxaro Resources Limited (JSE:EXX) completed the acquisition of 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp. on February 27, 2026. The final consideration of ZAR 1.95 billion was paid by Exxaro Resources Limited.
お知らせ • Dec 02Exxaro Resources Limited to Report Fiscal Year 2025 Results on Mar 19, 2026Exxaro Resources Limited announced that they will report fiscal year 2025 results on Mar 19, 2026
お知らせ • Nov 28Exxaro Resources Limited (JSE:EXX) has entered into binding agreement to acquire 80% stake in Acciona Energy South Africa O&M, Pty. Ltd. from Corporación Acciona Energías Renovables, S.A. (BME:ANE).Exxaro Resources Limited (JSE:EXX) has entered into binding agreement to acquire 80% stake in Acciona Energy South Africa O&M, Pty. Ltd. from Corporación Acciona Energías Renovables, S.A. (BME:ANE) on November 27, 2025. In a related transaction, Exxaro Resources Limited will acquire 138 MW Gouda Wind Farm, 75MW Sishen Solar Photovoltaic Farm, 75MW Sishen Solar Photovoltaic Farm and Acciona Energy South Africa O&M (Pty) Ltd for ZAR 1.8 billion. The transaction will be funded from Exxaro’s existing cash reserves and undrawn bank facilities The transaction is expected to close in first half of 2026. The transaction is subject to approvals from the Competition Commission, the South African Reserve Bank, and the Department of Energy and Electricity. The Standard Bank of South Africa Limited acted as financial advisor to Exxaro Resources Limited. Covington & Burling LLP acted as legal advisor to Exxaro Resources Limited.
お知らせ • Aug 22Exxaro Resources Limited Announces Changes to its Group Management StructureExxaro Resources Limited announced changes to its Group Management Structure, in order to reposition an organisation that is fit for the future and a structure that incorporates its growing diversified portfolio, to stabilise the business, enhance agility and collaboration, and enable more responsive decision making as it accelerates the execution of Exxaro's Sustainable Growth and Impact Strategy. These changes ensure that Exxaro's leadership team is aligned to exploit opportunities across coal, energy, and transitional metals, while driving capital discipline and operational efficiency. The Group Executive Committee reporting directly to the CEO is as follows: Mr. Joseph Rock - executive head people and performance; Ms Caroline Shirindza - executive head coal (effective 1 November 2025); Mr. Johan Meyer - executive head metals; Mr. Leon Groenewald - executive head energy; Mr. Mervin Govender - executive head technical services; Mr. Richard Lilleike - executive head strategy and business development; Mr. Mongezi Veti - executive head sustainability (Retiring 31 July 2026) and Ms Neo Monareng - executive head sustainability (designate, effective 1 November 2025).
お知らせ • Aug 21Exxaro Resources Limited Approves Gross Interim Ordinary Dividend, Payable on 6 October 2025Exxaro Resources Limited at its board of directors meeting held on 19 August 2025, the directors approved a gross interim dividend of 843 cents per share ("Interim Ordinary Dividend"). The Interim Ordinary Dividend is payable on 6 October 2025 to shareholders who will be on the register on 3 October 2025. The Interim Ordinary Dividend was declared from profits generated during the six-month period ended 30 June 2025 and has been declared from income reserves. The Interim Ordinary.
お知らせ • Jun 30Exxaro Resources Limited to Report First Half, 2025 Results on Aug 21, 2025Exxaro Resources Limited announced that they will report first half, 2025 results on Aug 21, 2025
お知らせ • May 13Exxaro Resources Limited (JSE:EXX) entered into agreement to acquire 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp for ZAR 1.9 billion.Exxaro Resources Limited (JSE:EXX) entered into agreement to acquire 26% stake in Ntsimbintle Mining (Proprietary) Ltd from Omh (Mauritius) Corp. for ZAR 1.9 billion on May 13, 2025. On the Closing Date, Exxaro will make the payment of 95% of the Transaction consideration to OM Mauritius. The balance of 5% will be held in escrow as security in line with an agreed escrow agreement for a period of 12 months after the Closing Date. Exxaro, through its newly incorporated wholly-owned subsidiary, has entered into two separate agreements with Ntsimbintle Holdings Proprietary Limited and OMH (Mauritius) Corp. The Unadjusted Price payable to the Sellers in respect of the Sale Equity is ZAR 11.7 billion. The purchase consideration will be discharged in cash and Exxaro will fund the transaction through its existing cash resources and undrawn bank facilities, 95% into the Sellers’ bank accounts in cash; and 5% to an escrow agent to be held in escrow in line with agreed escrow agreements. The Target Assets to be acquired from OMH Mauritius comprise 26% of Ntsimbintle Mining, resulting in the Purchaser acquiring 100% of Ntsimbintle Mining through the transactions. For the period ending December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported net income of ZAR 122 million. As of December 31, 2024, Ntsimbintle Mining (Proprietary) Ltd reported total common equity of ZAR 1.48 billion. Post the Transaction, certain companies will be classified as subsidiaries of Exxaro, held through the Purchaser The transaction is subject to exchange control approval by the South African Reserve Bank, approval by the relevant competition authorities of South Africa, requisite regulatory approvals and fulfillment or waiver of the suspensive conditions. The closing date of the Transaction will be the date of transfer of the ownership of the sale equity to the purchaser, which is expected to occur in early 2026. Investec Bank Limited and Itai Capital acted as financial advisor, Edward Nathan Sonnenbergs Inc. acted as legal advisor, Deloitte Africa acted as financial and tax due diligence advisor to Exxaro Resources Limited (JSE:EXX). Barclays Bank PLC acted as financial advisor, Webber Wentzel and Werkmans Attorneys acted as legal advisors to Ntsimbintle Mining (Proprietary) Ltd.
お知らせ • Apr 15Exxaro Resources Limited, Annual General Meeting, May 15, 2025Exxaro Resources Limited, Annual General Meeting, May 15, 2025. Location: the connexxion, 263b west avenue, die hoewes, centurion South Africa
お知らせ • Mar 13Exxaro Resources Limited Announces CEO ChangesThe board of directors of Exxaro Resources Limited announced the appointment of Mr. Bennetor ("Ben") Magara as the incoming CEO, effective 1 April 2025. Ben will succeed Acting CEO, Mr. Riaan Koppeschaar, who will continue in his role as Finance Director. Ben is a qualified Mining Engineer and highly regarded mining veteran with over 35 years' industry experience in both soft and hard rock mining at underground and open pit operations. He is renowned for driving operational excellence and providing strategic leadership at multiple large mining operations from his early days at Anglo American Coal and most recently, and notably, the stabilisation, restructuring, and turnaround of Lonmin Plc and its subsequent disposal to Sibanye Stillwater, creating the world's PGM producer. In 2020, Ben founded Africa Mining & Metals Group. He has also spent several years in the Democratic Republic of Congo's mining industry advising in the Copperbelt. He is, and will remain, an independent non- executive director at Weir Plc, a FTSE100 company, and will step down from the Board of Grindrod Limited as of 1 April 2025.
お知らせ • Feb 09Exxaro Resources Announces CEO ChangesExxaro Resources has announced that Dr. Nombasa Tsengwa has resigned from the company in her capacity as the CEO with immediate effect. This comes after the board placed Tsengwa on precautionary suspension in December 2024 pending the outcome of an independent investigation into allegations related to workplace conduct and governance practice. An independent investigation against Tsengwa was set to be conducted by a reputable law firm, ENS, with the board saying it took any such allegations and resultant investigations very seriously though it made no presumption as to its conclusion. It said the company will be guided by the outcome of the investigation before taking the appropriate action, if any. Exxaro’s finance director, Pieter Adriaan Koppeschaar, was appointed as Acting CEO at the time of Tsengwa’s suspension and will remain in this position until a permanent CEO has been appointed.
お知らせ • Feb 07Exxaro Resources Limited Announces Resignation of Nombasa Tsengwa as Board MemberExxaro Resources has announced that Dr. Nombasa Tsengwa has resigned from the company in her capacity as board member with immediate effect. This comes after the board placed Tsengwa on precautionary suspension in December 2024 pending the outcome of an independent investigation into allegations related to workplace conduct and governance practice. An independent investigation against Tsengwa was set to be conducted by a reputable law firm, ENS, with the board saying it took any such allegations and resultant investigations very seriously though it made no presumption as to its conclusion. It said the company will be guided by the outcome of the investigation before taking the appropriate action, if any.
お知らせ • Dec 03Exxaro Resources Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Exxaro Resources Limited announced that they will report fiscal year 2024 results on Mar 13, 2025
Upcoming Dividend • Sep 25Upcoming dividend of R7.96 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is a comfortable 48% and the cash payout ratio is 99%. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).
Declared Dividend • Aug 18First half dividend of R7.96 announcedShareholders will receive a dividend of R7.96. Ex-date: 2nd October 2024 Payment date: 7th October 2024 Dividend yield will be 100%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 4.3% over the next 3 years. However, it would need to fall by 46% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Aug 16First half 2024 earnings released: EPS: R15.23 (vs R24.40 in 1H 2023)First half 2024 results: EPS: R15.23 (down from R24.40 in 1H 2023). Revenue: R19.0b (flat on 1H 2023). Net income: R3.69b (down 38% from 1H 2023). Profit margin: 19% (down from 31% in 1H 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Oil and Gas industry in Germany.
お知らせ • Aug 15Exxaro Resources Limited Approves Interim Dividend, Payable on October 7, 2024At the Board of directors meeting on August 13, 2024, the directors of Exxaro Resources Limited approved a gross interim dividend of 796 cents per share (interim ordinary dividend). The interim ordinary dividend is payable on October 7, 2024 to shareholders who will be on the register on October 4, 2024. The interim ordinary dividend was declared from profits generated during the six-month period ended June 30, 2024 and has been declared from income reserves. The interim ordinary dividend is subject to dividend withholding tax at a rate of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of dividend withholding tax (net local ordinary dividend amounts to 636.80000 cents per share). Salient dates for the payment of the interim ordinary dividend are: First trading day ex dividend on the JSE October 2, 2024. Record date is October 4, 2024. Payment date is October 7, 2024.
お知らせ • Jun 25+ 1 more updateExxaro Resources Limited to Report First Half, 2024 Results on Aug 15, 2024Exxaro Resources Limited announced that they will report first half, 2024 results on Aug 15, 2024
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: R46.66 (vs R57.13 in FY 2022)Full year 2023 results: EPS: R46.66 (down from R57.13 in FY 2022). Revenue: R38.7b (down 17% from FY 2022). Net income: R11.3b (down 18% from FY 2022). Profit margin: 29% (in line with FY 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Oil and Gas industry in Germany.
お知らせ • Apr 24Exxaro Resources Limited, Annual General Meeting, May 23, 2024Exxaro Resources Limited, Annual General Meeting, May 23, 2024, at 10:00 South Africa Standard Time. Location: The conneXXion, 263B West Avenue, Die Hoewes, Centurion, South Africa Centurion South Africa
Declared Dividend • Mar 17Final dividend of R15.82 announcedShareholders will receive a dividend of R15.82. Ex-date: 8th May 2024 Payment date: 13th May 2024 Dividend yield will be 202%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 21% over the next 2 years. However, it would need to fall by 49% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 14+ 1 more updateExxaro Resources Limited Resolves to Pay Special Dividend for the Year Ended 31 December 2023, Payable on 13 May 2024Exxaro Resources Limited announced that at the Board of directors meeting on 12 March 2024, the directors has resolved to pay a special dividend of 572 cents per share (special dividend) from income reserves for the year ended December 31, 2023. The special dividend is payable on 13 May 2024 to shareholders who will be on the register on 10 May 2024. The special dividend is subject to dividend withholding tax at a rate of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of dividend withholding tax (net local special dividend amounts to 457.60000 cents per share). The special dividend is subject To Approve the South African Reserve Bank (SARB).
Buy Or Sell Opportunity • Jan 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to €8.80. The fair value is estimated to be €11.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 8.0% in 2 years. Earnings are forecast to decline by 27% in the next 2 years.
お知らせ • Jan 24Exxaro Resources Limited Announces Executive Changes, Effective 1 May 2024Exxaro Resources Limited announced that Ms. Andiswa Ndoni has resigned as Exxaro's group company secretary with effect from 1 May 2024. She remains in the Group and has taken up the role of chief strategic resilience and governance officer. The company further announced that Michelle Nana has been appointed to the position of group company secretary, effective 1 May 2024. Michelle has over 30 years of company secretary experience over multiple geographies on the continent and offshore. She is a fellow member of the Chartered Secretary, a Certified Director of the IODSA and a law graduate.
お知らせ • Dec 05Exxaro Resources Limited Announces Appointment of Nosipho Molope as an Independent Non- Executive Director to the Company and as Member of Group's Audit Committee, Effective 3 January 2024Exxaro Resources Limited has appointed Nosipho Molope as an independent non- executive director to the Company and as a member of Exxaro group's audit committee with effect from 3 January 2024. Ms Molope holds a BSc (Medical Sciences) from Wits University and is a Chartered Accountant who holds a PGDip (Accounting), BCompt, and BCompt (Hons), from the University of South Africa. Ms Molope is an experienced board member with audit committee membership and leadership experience of listed and unlisted companies in the financial, energy, telecommunications, and mining sectors. She has served on various listed and unlisted company boards in their Audit and Risk, Remuneration, Social & Ethics, Finance, and Investments committees.
お知らせ • Nov 29Exxaro Resources Limited to Report Fiscal Year 2023 Results on Mar 14, 2024Exxaro Resources Limited announced that they will report fiscal year 2023 results on Mar 14, 2024
Upcoming Dividend • Sep 20Upcoming dividend of R11.43 per share at 13% yieldEligible shareholders must have bought the stock before 27 September 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 13%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.4%).
Buying Opportunity • Aug 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €8.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 7.5% in 2 years. Earnings is forecast to decline by 31% in the next 2 years.
Reported Earnings • Aug 20First half 2023 earnings released: EPS: R24.40 (vs R34.09 in 1H 2022)First half 2023 results: EPS: R24.40 (down from R34.09 in 1H 2022). Revenue: R18.9b (down 15% from 1H 2022). Net income: R5.91b (down 28% from 1H 2022). Profit margin: 31% (down from 37% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%.
お知らせ • Aug 17Exxaro Resources Limited Announces Interim Dividend, Payable on 2 October 2023Exxaro Resources Limited announced gross interim dividend of 1.143 cents per share. The interim dividend is payable on 2 October 2023 to shareholders who will be on the register on 29 September 2023. The interim dividend was declared from profits generated during the period ended 30 June 2023 and has been declared from income reserves. The interim dividend is subjectto dividend withholding tax at a rate of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of dividend withholding tax (net local dividend amounts to 914.40000 cents per share).
お知らせ • Aug 12Exxaro Resources Limited Provides Earnings Guidance for the Six Months Ended June 30, 2023Exxaro Resources Limited provided earnings guidance for the six months ended June 30, 2023. Headline earnings per share (HEPS) for the six-month period ended 30 June 2023 is expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. Attributable earnings per share (AEPS) for the six-month period ended 30 June 2022 is also expected to decrease between 23% and 37% compared to the six-month period ended 30 June 2022. The decrease in earnings at own managed operations is largely attributable to lower coal sales prices and volumes, compounded by the impact of ongoing logistical challenges. Income from equity-accounted investments at Sishen Iron Ore Company Proprietary Limited and Mafube Coal Proprietary Limited were also negatively impacted by lower prices. For the period, the company expects AEPS to be ZAR 2,148 million to ZAR 2,625 million and 784 cents to 1,261 cents decrease, HEPS to be ZAR 2,158 million to ZAR 2,638 million and 788 cents to 1,268 cents decrease.
お知らせ • Jun 27Exxaro Resources Limited to Report First Half, 2023 Results on Aug 17, 2023Exxaro Resources Limited announced that they will report first half, 2023 results on Aug 17, 2023
お知らせ • Jun 02Exxaro Resources Limited Announces Resignations of Mzila Mthenjane as Executive Head for Stakeholder AffairsMinerals Council South Africa appoints Mzila Mthenjane as its new Chief Executive Officer. Mr. Mthenjane will leave his role as Executive Head for Stakeholder Affairs at Exxaro Resources Limited to join the Minerals Council. He has more than 30 years of experience in the South African mining industry and financial services. During his nine years in a leadership role, Mr. Baxter oversaw a fundamental repositioning and rebranding of the then-Chamber of Mines to become the Minerals Council South Africa.
お知らせ • May 20Exxaro Resources Limited Announces Executive AppointmentsExxaro Resources Limited at the annual general meeting held on 18 May 2023, approved election of Ms Nondumiso Medupe as a member of the group Audit Committee; Election of Dr Geraldine Fraser-Moleketi as a member of the group Social, ethics and responsibility committee; Election of Ms Karin Ireton as a member of the group Social, ethics and responsibility committee; Election of Ms Likhapha Mbatha as a member of the group Social, ethics and responsibility committee; Election of Mr. Peet Snyders as a member of the group Social, ethics and responsibility committee; Election of Dr Nombasa Tsengwa as a member of the group Social, ethics and responsibility committee; Election of Mr. Riaan Koppeschaar as a member of the group Social, ethics and responsibility committee.
Upcoming Dividend • Apr 26Upcoming dividend of R11.36 per share at 14% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: R57.13 (vs R45.35 in FY 2021)Full year 2022 results: EPS: R57.13 (up from R45.35 in FY 2021). Revenue: R46.4b (up 42% from FY 2021). Net income: R13.8b (up 23% from FY 2021). Profit margin: 30% (down from 34% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 4.5%.
Buying Opportunity • Mar 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €11.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last year. Earnings per share has grown by 36%.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €11.30, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Oil and Gas industry in Europe.
Upcoming Dividend • Sep 21Upcoming dividend of R15.93 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 53% and the cash payout ratio is 87%. Trailing yield: 12%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.2%).