View ValuationDyno Nobel 将来の成長Future 基準チェック /16Dyno Nobelの収益は年間3.5%で減少すると予測されていますが、年間利益は年間15.2%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に8.1% 16.6%なると予測されています。主要情報15.2%収益成長率16.65%EPS成長率Chemicals 収益成長18.0%収益成長率-3.5%将来の株主資本利益率8.13%アナリストカバレッジGood最終更新日04 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 09+ 1 more updateDyno Nobel Limited to Report First Half, 2026 Results on May 11, 2026Dyno Nobel Limited announced that they will report first half, 2026 results on May 11, 2026お知らせ • Jan 26Dyno Nobel Limited, Annual General Meeting, Dec 17, 2026Dyno Nobel Limited, Annual General Meeting, Dec 17, 2026.お知らせ • Dec 18Dyno Nobel Limited (ASX:DNL) announces an Equity Buyback for 250,000,000 shares, representing 13.99% for AUD 740 million.Dyno Nobel Limited (ASX:DNL) announces a share repurchase program. Under the plan, the company will repurchase up to 250,000,000 shares, representing 13.99% for AUD 740 million. The repurchase program is valid till December 16, 2026. As of December 17, 2025, the company had 1,787,087,654 shares issued.お知らせ • May 12Dyno Nobel Limited Declares Interim Dividend for the Six Months Ended March 31, 2025, Payable on July 3, 2025Dyno Nobel Limited announced that Since the end of the half-year, the directors have determined to pay an interim dividend of 2.4 cents per share for a period of six months ended March 31, 2025, unfranked, to be paid on 3 July 2025. The total dividend payment will be $44.7 million. Ex Date is June 13, 2025. Record Date is June 16, 2025.お知らせ • Apr 02Dyno Nobel Limited Appoints Chief Financial Officer Changes, Effective 1 July 2025Dyno Nobel Limited announced that Mr. Nitesh Naidoo has been appointed as Chief Financial Officer (CFO), commencing with Dyno Nobel on 1 July 2025. Nitesh joins Dyno Nobel from Vocus Group, where he is Chief Executive - Consumer Division and the former Group Chief Financial Officer. Nitesh has extensive experience in finance, strategy, investor relations and corporate development. Damian Buttler will remain Interim CFO until 1 July 2025 and then revert to his previous role of Group Financial Controller.お知らせ • Feb 11Incitec Pivot Limited, Annual General Meeting, Dec 17, 2025Incitec Pivot Limited, Annual General Meeting, Dec 17, 2025.お知らせ • Jan 21+ 1 more updateIncitec Pivot Limited to Report Fiscal Year 2025 Results on Nov 10, 2025Incitec Pivot Limited announced that they will report fiscal year 2025 results on Nov 10, 2025お知らせ • Nov 15Incitec Pivot Limited (ASX:IPL) announces an Equity Buyback for AUD 400 million worth of its shares.Incitec Pivot Limited (ASX:IPL) announces a share repurchase program. Under the plan, the company will repurchase up to AUD 400 million worth of shares. The repurchase program is valid till November 28, 2025. As of November 15, 2024, the company had 1,892,101,721 shares issued.お知らせ • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.お知らせ • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.お知らせ • Oct 18PEP Reportedly May Look at Incitec Pivot ArmPacific Equity Partners is believed to be positioning itself to weigh a purchase of the fertiliser arm of Australian listed industrials group Incitec Pivot Limited (ASX:IPL) when it returns to the market. The understanding is that Incitec Pivot is believed to be formally re-launching the sale process for its chemicals unit next year, given the volume of deals currently unfolding in the market attracting buyout funds. DataRoom reported that BGH Capital has been reconsidering the business and recently had some informal talks after it put in an opportunistic offer of about $400 million the first time it was up for sale, so it appears that this time around, private equity could be dominating the field. Some market observers suspect that with the latest developments, the group is becoming increasingly keen to distance itself from the business and carry on life as a pure play explosives and industrial chemicals manufacturer. It comes after a couple of previous formal attempts to sell the unit through sales campaigns, and it's likely existing advisers Macquarie Capital and UBS would be running the auction. Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price speculated to be over $1bn, but they did not result in a deal. Sydney-based PEP has been active in the Australian market of late, considering plenty of acquisition opportunities including the Healius diagnostic imaging unit, aged care business Opal, Guardian Childcare and Education, I-MED and Waste Services Group. It comes as it weighs options, including a possible sale or equity injection for its $2bn Zenith Energy.お知らせ • Oct 14BGH Capital Reportedly Eyes to Acquire Fertiliser Unit of Incitec PivotAs BGH Capital continues to eye up acquisition opportunities, one of the more interesting targets it has turned its attention back to is understood to be the fertiliser unit of Incitec Pivot Limited (ASX:IPL). The Melbourne-based private equity firm looked at the unit when it was placed up for sale by Macquarie Capital and UBS before the global pandemic hit in 2020. However, it was only ever interested in offering up to $400 million, far below the company's price expectations that were closer to $1 billion, say sources. But it is understood that those around the company have been paying a visit to private equity shops in the past few months after calling off a sale to Indonesian buyer Pupuk Kaltim. However, the market chatter is that while BGH is understood to have revisited the opportunity, it's not thought to have been fully convinced it is an opportunity worth pouncing on. DataRoom reported last month that there was activity once again around the $6 billion Incitec Pivot with some expecting the fertilisers business to be broken up and sold off in parts. Nutrien would be the obvious buyer, while Elders may look along with Ridley, but they would likely only want its distribution operations rather than the manufacturing arm, which is now only a small part of the business and is mainly involved in the blending process of fertiliser rather than manufacturing it from scratch. When it was previously on the market, parties put in offers for parts of the fertiliser business, hoping to cherry pick assets such as its up-country blending facilities. Morningstar says the fertiliser unit accounts for about a third of its fair value estimate on the stock or about $1.20 per share, which puts a value on the unit at about $1.2 billion.お知らせ • Oct 08Paul Victor to Leave the Incitec Pivot Limited as Chief Financial Officer, Effective 15 February 2025Incitec Pivot Limited announced that Paul Victor, Chief Financial Officer (CFO) has informed the Company of his intention to leave IPL. Paul will continue as CFO until 15 February 2025 to deliver the FY24 results and to support an orderly transition while an executive search for a new CFO is undertaken.お知らせ • Jul 18Incitec Pivot Limited Announces the Appointment of Fiona Hick as an Independent Non-Executive Director, Effective 1 September 2024Incitec Pivot Limited announced the appointment of Ms. Fiona Hick as an independent non-executive director to the IPL Board, with effect from 1 September 2024. Fiona Hick will stand for election at IPL’s 2024 Annual General Meeting, scheduled to be held on 19 December 2024. Fiona Hick Fiona Hick has held executive and leadership roles in the energy and mining industries over a 29-year career with Fortescue Metals Group Limited, Woodside Energy Group Limited and Rio Tinto Limited. Most recently Fiona was the Chief Executive Officer of Fortescue Metals Group. Prior to this, Fiona held several executive and operational leadership roles with Woodside Energy, where she spent over 20 years. She was promoted to Executive Vice President of Operations from late 2019 – 2022, following her roles as Vice President Strategy, Planning and Analysis in 2019 and Vice President Health, Safety, Environment and Quality from 2016 – 2018. She held strategy, governance and engineering related roles from 2001 – 2016. Prior to Woodside Energy, Fiona spent 5 years in corporate and operational roles at Rio Tinto. Fiona is a non-executive director of Evolution Mining Limited, appointed in July 2024. Fiona has been the President and Chair of the Advisory Board for the Chamber of Minerals and Energy, Western Australia. She was a non-executive director of CO2CRC Limited and a Strategic Resources Committee member of the University of Western Australia. Fiona holds a Bachelor of Metallurgical and Materials Engineering (Hons) from the University of Western Australia and a Bachelor of Applied Science in Energy and Carbon Studies from Murdoch University. She is a graduate of the Australian Institute of Company Directors, a fellow of the Institute of Engineers Australia, and a member of Chief Executive Women. She has won several industry awards, including the Chamber of Minerals and Energy, Western Australia’s Outstanding Woman in Resources award in 2019, and the Institute of Chemical Engineers Global Process Safety Award to the Woodside Energy team under Fiona’s leadership in 2018.お知らせ • Jul 11Incitec Pivot Ltd Ceases Negotiations for Sale of Fertilisers BusinessIncitec Pivot Limited (ASX:IPL) ceased negotiations for sale of fertilisers business. The company ceased negotiations with PT Pupuk Kalimantan Timur for sale of its fertilisers business.お知らせ • Feb 08Incitec Pivot Limited Announces Resignation of Xiaoling Liu as Non-Executive Director, Effective 31 May 2024Incitec Pivot Limited (IPL) announced that Dr Xiaoling Liu has signalled her intention to resign as a non-executive director of IPL, effective 31 May 2024. Xiaoling has been a director of IPL since 25 November 2019 and has served on the Audit and Risk Management Committee and the Health, Safety, Environment and Community Committee since her appointment.お知らせ • Jan 25Incitec Pivot Limited Announces Special Dividend, Payable on February 8, 2024Incitec Pivot Limited announced special dividend of AUD 0.10170000 per share. Record date is February 1, 2024. Ex-date is January 31, 2024.Payable on February 8, 2024.お知らせ • Jan 24+ 1 more updateIncitec Pivot Limited, Annual General Meeting, Dec 19, 2024Incitec Pivot Limited, Annual General Meeting, Dec 19, 2024.お知らせ • Dec 12+ 1 more updateIncitec Pivot Limited Appoints Mauro Neves de Moraes as Managing Director, Effective 22 January, 2024Incitec Pivot Limited announced that Mr. Mauro Neves de Moraes has been appointed as Managing Director of IPL, following a comprehensive search process. Mauro will assume the Managing Director role effective 22 January 2024. Mauro Neves is a global executive with 30 years' industry experience across the resources and logistics sectors. A mechanical engineer with dual Brazilian Australian citizenship, Mauro has an impressive track record driving operational and strategic business performance for some of the world's biggest mining companies. Mauro joined BHP in 2017 as Asset President for the company's Escondida operations in Chile, accountable for this joint venture between BHP, Rio Tinto and JECO (Japanese consortium led by Mitsubishi). In 2021 Mauro was appointed Asset President for BHP Mitsubishi Alliance (BMA) in Queensland, Australia's producer and supplier of seaborne metallurgical coal (which is a joint venture between BHP and Mitsubishi Development). From 2014 to 2017, Mauro served as Executive Vice President - Commercial and Marketing at Aurizon Holdings Limited. As a member of their executive committee, he was accountable for managing a portfolio of A$4bn annual sales. Aurizon is one of the rail freight operators in Australia. Prior to this, Mauro held various roles at Vale S.A. (between 2004 - 2014), a Brazilian multinational miner and logistics operator. During his ten years with Vale, Mauro held the role of Global Coal Director where he led the Vale coal business with operations in Australia, Colombia, Mozambique and China. Mauro holds a Bachelor of Mechanical Engineering from Universidade Federal do Rio de Janeiro (1994) and a Master of Science, Business Logistics and Administration from Pontificia Universidade (1997).お知らせ • Dec 02CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL).CF Industries Holdings, Inc. (NYSE:CF) entered into an agreement to acquire Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) for $1.7 billion on March 20, 2023. Under the terms of the agreement, CF Industries will purchase IPL’s ammonia production complex located in Waggaman, Louisiana and the ammonia manufacturing business for a purchase price of $1.675 billion, subject to adjustment. The parties will allocate approximately $425 million of the purchase price to a long-term ammonia offtake agreement providing for an affiliate of CF Industries to supply up to 200,000 tons of ammonia per year to an affiliate of IPL. CF Industries expects to fund the remaining $1.25 billion of the purchase price with cash on hand. CF Industries has agreed to pay IPL a termination fee of $75 million if the Agreement is terminated in certain circumstances and certain regulatory approvals are not obtained. As of November 15, 2023, CF Industries announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The consummation of the transaction is subject to the satisfaction or waiver of customary conditions, including, among others, the expiration or early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and receipt of certain regulatory approvals. The transaction has been unanimously approved by the boards of directors of both companies. As of November 1, 2023, the transaction is expected to close on December 1, 2023. Goldman Sachs & Co. LLC is serving as the financial advisor to CF Industries on the transaction. Richard C. Witzel,Jr. of Skadden, Arps, Slate, Meagher & Flom LLP is acting as its legal advisor. Ryan Maierson and Lauren Anderson of Latham?& Watkins LLP are acting as legal advisor to IPL. IPL engaged J.P. Morgan Securities LLC as financial advisor. Ernst & Young Australia acted as financial advisor and due diligence provider to Incitec Pivot Limited (ASX:IPL). CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) on December 1, 2023.お知らせ • Nov 14Incitec Pivot Limited Announces Board ChangesIncitec Pivot Limited announced that Mr. Brian Kruger has stepped down as IPL Chairman and as a non-executive director immediately, due to personal reasons. The Board has appointed current non-executive director Mr. Greg Robinson to succeed Brian, with the change taking effect on 11 November 2023. Brian has been a director of IPL since June 2017 and was appointed Chairman of the Board in July 2019. During his tenure as Chairman, the Company has delivered sustained earnings for shareholders through the challenges of the COVID-19 pandemic and a changing geopolitical landscape. Brian has steered the Company's strategy to separate IPL's two industry leading businesses, and significant achievements for the Company during Brian's tenure include the sale of the Waggaman ammonia manufacturing facility in the US (and securing long term ammonia supply for the Dyno Nobel Americas business), the successful partnership with Perdaman for a 20-year urea offtake arrangement, development of industry leading product technologies, as well as IPL's clear roadmap for decarbonisation. Greg joined the IPL Board in November 2019 and has been the Chairman of the Remuneration Committee, member of the Audit and Risk Management Committee and member of the Nominations Committee. Greg has extensive experience in the resources and finance industries, having held senior executive roles at Newcrest Mining, BHP, Lattice Energy and Merrill Lynch, spanning over 30 years. Greg remains a non-executive director of Royal Automobile Club of Victoria (RACV) Limited and Rex Minerals Limited. IPL also announced that Mr. George Biltz has advised that he will not seek re-election as a non-executive director at the next Annual General meeting and will retire from the IPL Board at the conclusion of IPL's 2023 Annual General Meeting to be held on 20 December 2023.お知らせ • Nov 13Incitec Pivot Limited to Report Fiscal Year 2023 Final Results on Nov 20, 2023Incitec Pivot Limited announced that they will report fiscal year 2023 final results on Nov 20, 2023お知らせ • Jul 14Incitec Pivot Updates on Structural Separation of Fertilisers BusinessIncitec Pivot Limited (ASX:IPL) provided an update on the proposed structural separation of Incitec Pivot Fertilisers Pty Ltd. and Dyno Nobel Pty Limited with the intention to create two industry leading businesses. IPL notes there has been speculation that it may be considering a potential sale of its fertilisers business. IPL confirms that it has received a number of approaches for the potential acquisition of its fertilisers business. The Board's assessment of a potential sale is being considered alongside the proposed demerger, which remains a strategic priority for the Board. The Board will continually assess all options to ensure shareholder value is maximised. Discussions are incomplete, and there is no certainty that any agreement will be reached or that any sale transaction will occur.お知らせ • Jun 06+ 1 more updateIncitec Pivot Limited Announces Chief Executive Officer ChangesIncitec Pivot Limited announced that Jeanne Johns will be stepping down from her role as Managing Director and CEO. Paul Victor, IPL's Chief Financial Officer, has been appointed as interim CEO while the Board undertakes a comprehensive search process for a permanent CEO. Jeanne will continue to work with the Board and Paul Victor until 30 June 2023 to facilitate a smooth transition of her responsibilities.お知らせ • May 19Incitec Pivot Limited Announces Dividend for the Six Months Ended March 31, 2023, Payment Date of July 4, 2023Incitec Pivot Limited announced dividend of AUD 0.10000000 for the six months ended March 31, 2023. Record date is June 15, 2023; ex-date is June 15, 2023; and payment date is July 4, 2023.お知らせ • Nov 15Incitec Pivot Limited, Annual General Meeting, Feb 16, 2023Incitec Pivot Limited, Annual General Meeting, Feb 16, 2023.業績と収益の成長予測OTCPK:DNLZ.Y - アナリストの将来予測と過去の財務データ ( )AUD 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9/30/20283,349349312631129/30/20273,269306318593129/30/20263,531352335703129/30/20253,768147101575N/A6/30/20253,673-12170630N/A3/31/20255,322-364240685N/A12/31/20245,332-42176488N/A9/30/20243,598-285-88290N/A6/30/20244,020-107-3411N/A3/31/20244,4417082531N/A12/31/20234,942173144616N/A9/30/20235,444277206701N/A3/31/20235,9534888201,320N/A12/31/20225,7555697401,207N/A9/30/20225,5566496591,093N/A6/30/20225,504660488884N/A3/31/20224,875402316674N/A12/31/20214,627276306662N/A9/30/20214,380149295650N/A6/30/20214,115122151470N/A3/31/20213,849958290N/A12/31/20203,915109137418N/A9/30/20203,980123267545N/A6/30/20204,026149269573N/A3/31/20204,072175271602N/A12/31/20194,016164169508N/A9/30/20193,96015267415N/A6/30/20193,955197N/A591N/A3/31/20193,951242N/A766N/A12/31/20183,922225N/A715N/A9/30/20183,892208N/A663N/A6/30/20183,772191N/A637N/A3/31/20183,651174N/A610N/A12/31/20173,574246N/A629N/A9/30/20173,497319N/A648N/A6/30/20173,442284N/A594N/A3/31/20173,388249N/A540N/A12/31/20163,383188N/A558N/A9/30/20163,378128N/A575N/A6/30/20163,493206N/A625N/A3/31/20163,609284N/A674N/A12/31/20153,645341N/A715N/A9/30/20153,682399N/A756N/A6/30/20153,573338N/A674N/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: DNLZ.Yの予測収益成長率 (年間15.2% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: DNLZ.Yの収益 ( 15.2% ) US市場 ( 16.4% ) よりも低い成長が予測されています。高成長収益: DNLZ.Y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: DNLZ.Yの収益は今後 3 年間で減少すると予想されています (年間-3.5% )。高い収益成長: DNLZ.Yの収益は今後 3 年間で減少すると予測されています (年間-3.5% )。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: DNLZ.Y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 ( 8.1 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/05/07 12:04終値2026/05/05 00:00収益2025/09/30年間収益2025/09/30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Dyno Nobel Limited 12 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。34 アナリスト機関David Matthew KratochvilAlliance Global PartnersNicholas McGarrigleBarrenjoey Markets Pty LimitedBrook Campbell-CrawfordBarrenjoey Markets Pty Limited31 その他のアナリストを表示
お知らせ • Feb 09+ 1 more updateDyno Nobel Limited to Report First Half, 2026 Results on May 11, 2026Dyno Nobel Limited announced that they will report first half, 2026 results on May 11, 2026
お知らせ • Jan 26Dyno Nobel Limited, Annual General Meeting, Dec 17, 2026Dyno Nobel Limited, Annual General Meeting, Dec 17, 2026.
お知らせ • Dec 18Dyno Nobel Limited (ASX:DNL) announces an Equity Buyback for 250,000,000 shares, representing 13.99% for AUD 740 million.Dyno Nobel Limited (ASX:DNL) announces a share repurchase program. Under the plan, the company will repurchase up to 250,000,000 shares, representing 13.99% for AUD 740 million. The repurchase program is valid till December 16, 2026. As of December 17, 2025, the company had 1,787,087,654 shares issued.
お知らせ • May 12Dyno Nobel Limited Declares Interim Dividend for the Six Months Ended March 31, 2025, Payable on July 3, 2025Dyno Nobel Limited announced that Since the end of the half-year, the directors have determined to pay an interim dividend of 2.4 cents per share for a period of six months ended March 31, 2025, unfranked, to be paid on 3 July 2025. The total dividend payment will be $44.7 million. Ex Date is June 13, 2025. Record Date is June 16, 2025.
お知らせ • Apr 02Dyno Nobel Limited Appoints Chief Financial Officer Changes, Effective 1 July 2025Dyno Nobel Limited announced that Mr. Nitesh Naidoo has been appointed as Chief Financial Officer (CFO), commencing with Dyno Nobel on 1 July 2025. Nitesh joins Dyno Nobel from Vocus Group, where he is Chief Executive - Consumer Division and the former Group Chief Financial Officer. Nitesh has extensive experience in finance, strategy, investor relations and corporate development. Damian Buttler will remain Interim CFO until 1 July 2025 and then revert to his previous role of Group Financial Controller.
お知らせ • Feb 11Incitec Pivot Limited, Annual General Meeting, Dec 17, 2025Incitec Pivot Limited, Annual General Meeting, Dec 17, 2025.
お知らせ • Jan 21+ 1 more updateIncitec Pivot Limited to Report Fiscal Year 2025 Results on Nov 10, 2025Incitec Pivot Limited announced that they will report fiscal year 2025 results on Nov 10, 2025
お知らせ • Nov 15Incitec Pivot Limited (ASX:IPL) announces an Equity Buyback for AUD 400 million worth of its shares.Incitec Pivot Limited (ASX:IPL) announces a share repurchase program. Under the plan, the company will repurchase up to AUD 400 million worth of shares. The repurchase program is valid till November 28, 2025. As of November 15, 2024, the company had 1,892,101,721 shares issued.
お知らせ • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.
お知らせ • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.
お知らせ • Oct 18PEP Reportedly May Look at Incitec Pivot ArmPacific Equity Partners is believed to be positioning itself to weigh a purchase of the fertiliser arm of Australian listed industrials group Incitec Pivot Limited (ASX:IPL) when it returns to the market. The understanding is that Incitec Pivot is believed to be formally re-launching the sale process for its chemicals unit next year, given the volume of deals currently unfolding in the market attracting buyout funds. DataRoom reported that BGH Capital has been reconsidering the business and recently had some informal talks after it put in an opportunistic offer of about $400 million the first time it was up for sale, so it appears that this time around, private equity could be dominating the field. Some market observers suspect that with the latest developments, the group is becoming increasingly keen to distance itself from the business and carry on life as a pure play explosives and industrial chemicals manufacturer. It comes after a couple of previous formal attempts to sell the unit through sales campaigns, and it's likely existing advisers Macquarie Capital and UBS would be running the auction. Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price speculated to be over $1bn, but they did not result in a deal. Sydney-based PEP has been active in the Australian market of late, considering plenty of acquisition opportunities including the Healius diagnostic imaging unit, aged care business Opal, Guardian Childcare and Education, I-MED and Waste Services Group. It comes as it weighs options, including a possible sale or equity injection for its $2bn Zenith Energy.
お知らせ • Oct 14BGH Capital Reportedly Eyes to Acquire Fertiliser Unit of Incitec PivotAs BGH Capital continues to eye up acquisition opportunities, one of the more interesting targets it has turned its attention back to is understood to be the fertiliser unit of Incitec Pivot Limited (ASX:IPL). The Melbourne-based private equity firm looked at the unit when it was placed up for sale by Macquarie Capital and UBS before the global pandemic hit in 2020. However, it was only ever interested in offering up to $400 million, far below the company's price expectations that were closer to $1 billion, say sources. But it is understood that those around the company have been paying a visit to private equity shops in the past few months after calling off a sale to Indonesian buyer Pupuk Kaltim. However, the market chatter is that while BGH is understood to have revisited the opportunity, it's not thought to have been fully convinced it is an opportunity worth pouncing on. DataRoom reported last month that there was activity once again around the $6 billion Incitec Pivot with some expecting the fertilisers business to be broken up and sold off in parts. Nutrien would be the obvious buyer, while Elders may look along with Ridley, but they would likely only want its distribution operations rather than the manufacturing arm, which is now only a small part of the business and is mainly involved in the blending process of fertiliser rather than manufacturing it from scratch. When it was previously on the market, parties put in offers for parts of the fertiliser business, hoping to cherry pick assets such as its up-country blending facilities. Morningstar says the fertiliser unit accounts for about a third of its fair value estimate on the stock or about $1.20 per share, which puts a value on the unit at about $1.2 billion.
お知らせ • Oct 08Paul Victor to Leave the Incitec Pivot Limited as Chief Financial Officer, Effective 15 February 2025Incitec Pivot Limited announced that Paul Victor, Chief Financial Officer (CFO) has informed the Company of his intention to leave IPL. Paul will continue as CFO until 15 February 2025 to deliver the FY24 results and to support an orderly transition while an executive search for a new CFO is undertaken.
お知らせ • Jul 18Incitec Pivot Limited Announces the Appointment of Fiona Hick as an Independent Non-Executive Director, Effective 1 September 2024Incitec Pivot Limited announced the appointment of Ms. Fiona Hick as an independent non-executive director to the IPL Board, with effect from 1 September 2024. Fiona Hick will stand for election at IPL’s 2024 Annual General Meeting, scheduled to be held on 19 December 2024. Fiona Hick Fiona Hick has held executive and leadership roles in the energy and mining industries over a 29-year career with Fortescue Metals Group Limited, Woodside Energy Group Limited and Rio Tinto Limited. Most recently Fiona was the Chief Executive Officer of Fortescue Metals Group. Prior to this, Fiona held several executive and operational leadership roles with Woodside Energy, where she spent over 20 years. She was promoted to Executive Vice President of Operations from late 2019 – 2022, following her roles as Vice President Strategy, Planning and Analysis in 2019 and Vice President Health, Safety, Environment and Quality from 2016 – 2018. She held strategy, governance and engineering related roles from 2001 – 2016. Prior to Woodside Energy, Fiona spent 5 years in corporate and operational roles at Rio Tinto. Fiona is a non-executive director of Evolution Mining Limited, appointed in July 2024. Fiona has been the President and Chair of the Advisory Board for the Chamber of Minerals and Energy, Western Australia. She was a non-executive director of CO2CRC Limited and a Strategic Resources Committee member of the University of Western Australia. Fiona holds a Bachelor of Metallurgical and Materials Engineering (Hons) from the University of Western Australia and a Bachelor of Applied Science in Energy and Carbon Studies from Murdoch University. She is a graduate of the Australian Institute of Company Directors, a fellow of the Institute of Engineers Australia, and a member of Chief Executive Women. She has won several industry awards, including the Chamber of Minerals and Energy, Western Australia’s Outstanding Woman in Resources award in 2019, and the Institute of Chemical Engineers Global Process Safety Award to the Woodside Energy team under Fiona’s leadership in 2018.
お知らせ • Jul 11Incitec Pivot Ltd Ceases Negotiations for Sale of Fertilisers BusinessIncitec Pivot Limited (ASX:IPL) ceased negotiations for sale of fertilisers business. The company ceased negotiations with PT Pupuk Kalimantan Timur for sale of its fertilisers business.
お知らせ • Feb 08Incitec Pivot Limited Announces Resignation of Xiaoling Liu as Non-Executive Director, Effective 31 May 2024Incitec Pivot Limited (IPL) announced that Dr Xiaoling Liu has signalled her intention to resign as a non-executive director of IPL, effective 31 May 2024. Xiaoling has been a director of IPL since 25 November 2019 and has served on the Audit and Risk Management Committee and the Health, Safety, Environment and Community Committee since her appointment.
お知らせ • Jan 25Incitec Pivot Limited Announces Special Dividend, Payable on February 8, 2024Incitec Pivot Limited announced special dividend of AUD 0.10170000 per share. Record date is February 1, 2024. Ex-date is January 31, 2024.Payable on February 8, 2024.
お知らせ • Jan 24+ 1 more updateIncitec Pivot Limited, Annual General Meeting, Dec 19, 2024Incitec Pivot Limited, Annual General Meeting, Dec 19, 2024.
お知らせ • Dec 12+ 1 more updateIncitec Pivot Limited Appoints Mauro Neves de Moraes as Managing Director, Effective 22 January, 2024Incitec Pivot Limited announced that Mr. Mauro Neves de Moraes has been appointed as Managing Director of IPL, following a comprehensive search process. Mauro will assume the Managing Director role effective 22 January 2024. Mauro Neves is a global executive with 30 years' industry experience across the resources and logistics sectors. A mechanical engineer with dual Brazilian Australian citizenship, Mauro has an impressive track record driving operational and strategic business performance for some of the world's biggest mining companies. Mauro joined BHP in 2017 as Asset President for the company's Escondida operations in Chile, accountable for this joint venture between BHP, Rio Tinto and JECO (Japanese consortium led by Mitsubishi). In 2021 Mauro was appointed Asset President for BHP Mitsubishi Alliance (BMA) in Queensland, Australia's producer and supplier of seaborne metallurgical coal (which is a joint venture between BHP and Mitsubishi Development). From 2014 to 2017, Mauro served as Executive Vice President - Commercial and Marketing at Aurizon Holdings Limited. As a member of their executive committee, he was accountable for managing a portfolio of A$4bn annual sales. Aurizon is one of the rail freight operators in Australia. Prior to this, Mauro held various roles at Vale S.A. (between 2004 - 2014), a Brazilian multinational miner and logistics operator. During his ten years with Vale, Mauro held the role of Global Coal Director where he led the Vale coal business with operations in Australia, Colombia, Mozambique and China. Mauro holds a Bachelor of Mechanical Engineering from Universidade Federal do Rio de Janeiro (1994) and a Master of Science, Business Logistics and Administration from Pontificia Universidade (1997).
お知らせ • Dec 02CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL).CF Industries Holdings, Inc. (NYSE:CF) entered into an agreement to acquire Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) for $1.7 billion on March 20, 2023. Under the terms of the agreement, CF Industries will purchase IPL’s ammonia production complex located in Waggaman, Louisiana and the ammonia manufacturing business for a purchase price of $1.675 billion, subject to adjustment. The parties will allocate approximately $425 million of the purchase price to a long-term ammonia offtake agreement providing for an affiliate of CF Industries to supply up to 200,000 tons of ammonia per year to an affiliate of IPL. CF Industries expects to fund the remaining $1.25 billion of the purchase price with cash on hand. CF Industries has agreed to pay IPL a termination fee of $75 million if the Agreement is terminated in certain circumstances and certain regulatory approvals are not obtained. As of November 15, 2023, CF Industries announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The consummation of the transaction is subject to the satisfaction or waiver of customary conditions, including, among others, the expiration or early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and receipt of certain regulatory approvals. The transaction has been unanimously approved by the boards of directors of both companies. As of November 1, 2023, the transaction is expected to close on December 1, 2023. Goldman Sachs & Co. LLC is serving as the financial advisor to CF Industries on the transaction. Richard C. Witzel,Jr. of Skadden, Arps, Slate, Meagher & Flom LLP is acting as its legal advisor. Ryan Maierson and Lauren Anderson of Latham?& Watkins LLP are acting as legal advisor to IPL. IPL engaged J.P. Morgan Securities LLC as financial advisor. Ernst & Young Australia acted as financial advisor and due diligence provider to Incitec Pivot Limited (ASX:IPL). CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) on December 1, 2023.
お知らせ • Nov 14Incitec Pivot Limited Announces Board ChangesIncitec Pivot Limited announced that Mr. Brian Kruger has stepped down as IPL Chairman and as a non-executive director immediately, due to personal reasons. The Board has appointed current non-executive director Mr. Greg Robinson to succeed Brian, with the change taking effect on 11 November 2023. Brian has been a director of IPL since June 2017 and was appointed Chairman of the Board in July 2019. During his tenure as Chairman, the Company has delivered sustained earnings for shareholders through the challenges of the COVID-19 pandemic and a changing geopolitical landscape. Brian has steered the Company's strategy to separate IPL's two industry leading businesses, and significant achievements for the Company during Brian's tenure include the sale of the Waggaman ammonia manufacturing facility in the US (and securing long term ammonia supply for the Dyno Nobel Americas business), the successful partnership with Perdaman for a 20-year urea offtake arrangement, development of industry leading product technologies, as well as IPL's clear roadmap for decarbonisation. Greg joined the IPL Board in November 2019 and has been the Chairman of the Remuneration Committee, member of the Audit and Risk Management Committee and member of the Nominations Committee. Greg has extensive experience in the resources and finance industries, having held senior executive roles at Newcrest Mining, BHP, Lattice Energy and Merrill Lynch, spanning over 30 years. Greg remains a non-executive director of Royal Automobile Club of Victoria (RACV) Limited and Rex Minerals Limited. IPL also announced that Mr. George Biltz has advised that he will not seek re-election as a non-executive director at the next Annual General meeting and will retire from the IPL Board at the conclusion of IPL's 2023 Annual General Meeting to be held on 20 December 2023.
お知らせ • Nov 13Incitec Pivot Limited to Report Fiscal Year 2023 Final Results on Nov 20, 2023Incitec Pivot Limited announced that they will report fiscal year 2023 final results on Nov 20, 2023
お知らせ • Jul 14Incitec Pivot Updates on Structural Separation of Fertilisers BusinessIncitec Pivot Limited (ASX:IPL) provided an update on the proposed structural separation of Incitec Pivot Fertilisers Pty Ltd. and Dyno Nobel Pty Limited with the intention to create two industry leading businesses. IPL notes there has been speculation that it may be considering a potential sale of its fertilisers business. IPL confirms that it has received a number of approaches for the potential acquisition of its fertilisers business. The Board's assessment of a potential sale is being considered alongside the proposed demerger, which remains a strategic priority for the Board. The Board will continually assess all options to ensure shareholder value is maximised. Discussions are incomplete, and there is no certainty that any agreement will be reached or that any sale transaction will occur.
お知らせ • Jun 06+ 1 more updateIncitec Pivot Limited Announces Chief Executive Officer ChangesIncitec Pivot Limited announced that Jeanne Johns will be stepping down from her role as Managing Director and CEO. Paul Victor, IPL's Chief Financial Officer, has been appointed as interim CEO while the Board undertakes a comprehensive search process for a permanent CEO. Jeanne will continue to work with the Board and Paul Victor until 30 June 2023 to facilitate a smooth transition of her responsibilities.
お知らせ • May 19Incitec Pivot Limited Announces Dividend for the Six Months Ended March 31, 2023, Payment Date of July 4, 2023Incitec Pivot Limited announced dividend of AUD 0.10000000 for the six months ended March 31, 2023. Record date is June 15, 2023; ex-date is June 15, 2023; and payment date is July 4, 2023.
お知らせ • Nov 15Incitec Pivot Limited, Annual General Meeting, Feb 16, 2023Incitec Pivot Limited, Annual General Meeting, Feb 16, 2023.