Exxaro Resources（EXX）株式概要
エクサロ・リソーシズは南アフリカ、ヨーロッパ、オーストラリア、アジアで石炭、鉄鉱石投資、顔料製造、再生可能エネルギー事業に従事している。 詳細
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Analyst Price Targets
Exxaro Resources Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R207.00 |
| 52週高値 | R227.95 |
| 52週安値 | R139.85 |
| ベータ | 0.091 |
| 1ヶ月の変化 | -2.08% |
| 3ヶ月変化 | 8.09% |
| 1年変化 | 44.90% |
| 3年間の変化 | 26.53% |
| 5年間の変化 | 36.18% |
| IPOからの変化 | 618.75% |
最新ニュース
ナラティブの更新 • May 19
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).ナラティブの更新 • May 03
EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst
Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).ナラティブの更新 • Apr 19
EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).Recent updates
ナラティブの更新 • May 19
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).ナラティブの更新 • May 03
EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst
Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).ナラティブの更新 • Apr 19
EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).
ナラティブの更新 • Apr 05
EXX: Higher Future P E And Dividend Outlook Will Support Upside
Analysts have raised their price target for Exxaro Resources from ZAR240.00 to ZAR260.00, citing updated assumptions that include adjusted revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 17, 2026, to consider the approval of a gross final dividend of ZAR 10.00 per share (Key Developments).ナラティブの更新 • Mar 21
EXX: Fair Value Will Reflect Higher Revenue Outlook And Pending Dividend Decision
Analysts have nudged their ZAR fair value estimate for Exxaro Resources slightly higher from ZAR215.67 to ZAR218.20, reflecting updated assumptions around revenue growth, profit margins and a lower forward P/E multiple. What's in the News A board meeting is scheduled for Mar 17, 2026, to consider approval of a gross final dividend of ZAR10.00 per share.
ナラティブの更新 • Mar 07
EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple
Analysts have lifted their ZAR fair value estimate for Exxaro Resources from ZAR149.44 to ZAR195.00, citing updated assumptions for revenue growth, profit margins and a lower forward P/E as key drivers of the higher price target. Valuation Changes Fair Value: ZAR149.44 updated to ZAR195.00, reflecting a higher assessed valuation for Exxaro Resources.ナラティブの更新 • Feb 21
EXX: Higher P/E Assumptions Will Support Value Despite Lower Production Guidance
Analysts have inched up their ZAR 215.66 price target on Exxaro Resources to about ZAR 215.67, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News Exxaro Resources issued revised production guidance for fiscal year 2025, now expecting total production of 39,577,000 tonnes compared with previous guidance of 41,204,000 tonnes (Key Developments).ナラティブの更新 • Feb 07
EXX: Steady Fair Value And Lower Discount Rate Will Support Upside
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, citing only modest tweaks to inputs such as a slightly lower discount rate, broadly similar revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple as the basis for this unchanged price target. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, with total production now expected at 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).ナラティブの更新 • Jan 23
EXX: Higher Margin Outlook Will Support A More Attractive Future P/E
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, with the shift in assumptions, including slightly lower revenue growth and a higher profit margin alongside a reduced future P/E, used to fine tune rather than change their overall price target view. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).分析記事 • Jan 12
There's No Escaping Exxaro Resources Limited's (JSE:EXX) Muted Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 5.5x might make it look like a buy right...ナラティブの更新 • Jan 09
EXX: Higher Margin Outlook Will Offset Revised Production Guidance
Analysts have lifted their price target on Exxaro Resources from R201.01 to R215.66, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate and a modestly lower future P/E multiple. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).ナラティブの更新 • Dec 26
EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple
Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.ナラティブの更新 • Dec 12
EXX: Future Profit Margin Pressure Will Likely Weigh On Share Price
Analysts have slightly lowered their price target for Exxaro Resources from R150.02 to R149.44. This reflects expectations of stronger revenue growth, somewhat lower profit margins, and a modestly higher future price to earnings multiple.分析記事 • Nov 11
Exxaro Resources (JSE:EXX) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 18
Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...ナラティブの更新 • Aug 27
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.分析記事 • Aug 24
Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...分析記事 • Aug 22
Benign Growth For Exxaro Resources Limited (JSE:EXX) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 5.6x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...分析記事 • Jul 15
Exxaro Resources' (JSE:EXX) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 07
Improved Earnings Required Before Exxaro Resources Limited (JSE:EXX) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 4.7x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...分析記事 • Apr 08
Returns On Capital Are Showing Encouraging Signs At Exxaro Resources (JSE:EXX)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
新しいナラティブ • Mar 16
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Exxaro's advancements in coal exports, efficiency, and cost management are expected to boost revenue and net margins by accessing more markets and optimizing production.分析記事 • Jan 08
Returns At Exxaro Resources (JSE:EXX) Appear To Be Weighed Down
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Dec 12
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 21
Exxaro Resources Limited (JSE:EXX) Looks Inexpensive But Perhaps Not Attractive Enough
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.5x might make it look like a strong buy...分析記事 • Sep 18
Exxaro Resources (JSE:EXX) Has More To Do To Multiply In Value Going Forward
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Aug 23
Exxaro Resources' (JSE:EXX) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Investors were disappointed by Exxaro Resources Limited's ( JSE:EXX ) latest earnings release. We did some further...分析記事 • Aug 04
Lacklustre Performance Is Driving Exxaro Resources Limited's (JSE:EXX) Low P/E
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...分析記事 • Apr 10
Investors Aren't Buying Exxaro Resources Limited's (JSE:EXX) Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 3.8x might make it look like a strong buy...分析記事 • Mar 15
We Think Exxaro Resources (JSE:EXX) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 17
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Dec 24
Exxaro Resources Limited's (JSE:EXX) Earnings Are Not Doing Enough For Some Investors
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy...分析記事 • Oct 10
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Sep 14
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 17
Exxaro Resources (JSE:EXX) Is Very Good At Capital Allocation
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...分析記事 • May 30
Exxaro Resources (JSE:EXX) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 03
The Market Doesn't Like What It Sees From Exxaro Resources Limited's (JSE:EXX) Earnings Yet
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...分析記事 • Mar 19
Exxaro Resources Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Exxaro Resources Limited ( JSE:EXX ) missed earnings with its latest yearly results, disappointing overly-optimistic...株主還元
| EXX | ZA Oil and Gas | ZA 市場 | |
|---|---|---|---|
| 7D | -1.5% | -3.2% | -0.2% |
| 1Y | 44.9% | 78.8% | 18.5% |
業界別リターン: EXX過去 1 年間で78.8 % の収益を上げたZA Oil and Gas業界を下回りました。
リターン対市場: EXX過去 1 年間で18.5 % の収益を上げたZA市場を上回りました。
価格変動
| EXX volatility | |
|---|---|
| EXX Average Weekly Movement | 3.8% |
| Oil and Gas Industry Average Movement | 5.3% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.6% |
| 10% least volatile stocks in ZA Market | 3.4% |
安定した株価: EXX 、 ZA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EXXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2000 | n/a | Ben Magara | www.exxaro.com |
エクサロ・リソーシズ社は南アフリカ、ヨーロッパ、オーストラリア、アジアで石炭、鉄鉱石投資、顔料製造、再生可能エネルギー事業に従事している。主にウォーターバーグとムプマランガ地域で一般炭、冶金炭、半微粘結炭を生産し、鉄鉱石と同様に分離プラントで使用されるガスアトマイズフェロシリコンを提供し、2つの風力発電所を運営している。以前はクンバ・リソーシズ・リミテッド（Kumba Resources Limited）として知られていたが、2006年11月にエクサロ・リソーシズ・リミテッド（Exxaro Resources Limited）に社名を変更した。エクサロ・リソーシズは2000年に設立され、南アフリカのセンチュリオンに本社を置いている。
Exxaro Resources Limited 基礎のまとめ
| EXX 基礎統計学 | |
|---|---|
| 時価総額 | R48.47b |
| 収益（TTM） | R7.56b |
| 売上高(TTM) | R41.77b |
6.4x
PER（株価収益率1.2x
P/SレシオEXX は割高か？
公正価値と評価分析を参照収益と収入
| EXX 損益計算書（TTM） | |
|---|---|
| 収益 | R41.77b |
| 売上原価 | R17.89b |
| 売上総利益 | R23.89b |
| その他の費用 | R16.32b |
| 収益 | R7.56b |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 32.30 |
| グロス・マージン | 57.18% |
| 純利益率 | 18.11% |
| 有利子負債／自己資本比率 | 17.6% |
EXX の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
8.9%
現在の配当利回り58%
配当性向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 06:55 |
| 終値 | 2026/05/21 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
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 Mthembu | Absa Bank Limited |
| Wade Napier | Avior Capital Markets |
| Caroline Learmonth | Barclays |