Exxaro Resources Limited

JSE:EXX 株式レポート

時価総額:R48.1b

Exxaro Resources マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Ben Magara

最高経営責任者

R19.6m

報酬総額

CEO給与比率42.78%
CEO在任期間1.2yrs
CEOの所有権n/a
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 18

EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver

Analysts have raised their price target on Exxaro Resources stock from ZAR256.40 to ZAR262.40, reflecting updated assumptions regarding revenue growth, profit margins and the future P/E multiple. What’s in the News for Exxaro Resources No recent Exxaro Resources news articles were provided in the primary or secondary sources listed above.
ナラティブの更新 Jun 03

EXX: Future Dividend Decision And P/E Assumptions Will Shape Balanced Outlook

Analysts have raised their ZAR price target on Exxaro Resources from ZAR 195.00 to ZAR 217.00, citing updates to fair value assumptions, discount rate, revenue growth, profit margin and future P/E inputs in their models. What's in the News Exxaro Resources has scheduled a board meeting for March 17, 2026, to consider key corporate matters.
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...
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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...

CEO報酬分析

Exxaro Resources の収益と比較して、Ben Magara の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025R20mR8m

R8b

Sep 30 2025n/an/a

R8b

Jun 30 2025n/an/a

R8b

Mar 31 2025n/an/a

R8b

Dec 31 2024R1mn/a

R8b

Sep 30 2024n/an/a

R8b

Jun 30 2024n/an/a

R9b

Mar 31 2024n/an/a

R10b

Dec 31 2023R898kn/a

R11b

Sep 30 2023n/an/a

R11b

Jun 30 2023n/an/a

R11b

Mar 31 2023n/an/a

R13b

Dec 31 2022R551kn/a

R14b

報酬と市場: Benの 総報酬 ($USD 1.18M ) は、 ZA市場 ($USD 1.86M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Benの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Ben Magara (59 yo)

1.2yrs
在職期間
R19,577,096
報酬

Mr. Bennetor Magara, also known as Ben, BSc (Mining Engineering) (Honours), ADP, is Chief Executive Officer of at Exxaro Resources Limited since April 1, 2025 and had been its Executive Director since Febr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Bennetor Magara
CEO & Executive Director1.2yrsR19.58mデータなし
Pieter Koppeschaar
Finance Director & Executive Director9.9yrsR18.54m0.035%
ZAR 16.9m
Joseph Rock
Executive Head of People & Performance2.7yrsR10.87mデータなし
Mongezi Veti
Executive Head of Sustainability16.4yrsR10.51mデータなし
Johan Meyer
Executive Head of Metalsno dataR10.61mデータなし
Leon Groenewald
Executive Head of Head Energy3.8yrsR26.79mデータなし
Richard Lilleike
Executive Head of Strategy & Business Development2.7yrsR11.72mデータなし
Caroline Shirindza
Executive Head of Coalless than a yearR2.23mデータなし
Fortune Ntlhoro
Executive Head of commercialless than a yearR701.58kデータなし
Michelle Nana
Group Company Secretary2.1yrsR5.61mデータなし
Anda Mwanda
Manager of Investor Relationsno dataデータなしデータなし
Mervin Govender
Executive Head of Technical Services & Acting Chief Coal Operations Officer1.2yrsデータなしデータなし
2.4yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: EXXの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Bennetor Magara
CEO & Executive Director4.3yrsR19.58mデータなし
Pieter Koppeschaar
Finance Director & Executive Director9.9yrsR18.54m0.035%
ZAR 16.9m
Phumla Mnganga
Independent Non-Executive Director4.3yrsR1.22mデータなし
Nondumiso Ketwa
Independent Non-Executive Director3.4yrsR1.24mデータなし
Carol Winifred Molope
Independent Non-Executive Director2.4yrsR969.15kデータなし
Mvuleni Qhena
Independent Chairman of Board5.2yrsR2.54mデータなし
Petrus Casparus Hendrik Snyders
Independent Non-Executive Director9.9yrsR1.39mデータなし
Billy Mawasha
Independent Non-Executive Director4.3yrsR1.27mデータなし
Geraldine Fraser-Moleketi
Lead Independent Non-Executive Director8.1yrsR1.94mデータなし
Isaac Malevu
Non Executive Director5yrsR987.41kデータなし
Chanda Nxumalo
Independent Non-Executive Director5.3yrsR1.18mデータなし
5.0yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: EXXの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/24 08:05
終値2026/06/23 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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

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

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

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

アナリスト筋

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

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