PPC Ltd

JSE:PPC 株式レポート

時価総額：R10.3b

PPC 将来の成長

Future 基準チェック /06

PPCの収益は年間29.6%で減少すると予測されていますが、年間収益は年間4.7%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14.1% 26.7%なると予測されています。

主要情報

-29.6%

収益成長率

26.73%

EPS成長率

Basic Materials 収益成長9.8%
収益成長率4.7%
将来の株主資本利益率14.05%
アナリストカバレッジ

Low

最終更新日23 Mar 2026

今後の成長に関する最新情報

Recent updates

分析記事 • May 08

Should You Think About Buying PPC Ltd (JSE:PPC) Now?

PPC Ltd ( JSE:PPC ), might not be a large cap stock, but it saw a decent share price growth of 19% on the JSE over the...
ナラティブ更新 • Apr 25

PPC: Modest Price Trims Will Highlight Resilient Earnings Power

Analysts have trimmed their ZAR price targets on PPC by ZAR 2 to ZAR 5, citing updated views on risk, profitability and sector conditions. This feeds into a slightly higher discount rate and essentially unchanged fair value in this model.
ナラティブ更新 • Apr 10

PPC: Sector Risk Repricing Will Shape Fairly Valued Outlook

Analysts have trimmed their ZAR price targets for PPC by ZAR2, reflecting updated views on sector risks and returns while maintaining largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent price target changes for PPC highlight how closely analysts are watching the balance between sector risks, expected returns and what they see as fair value.
ナラティブ更新 • Mar 26

PPC: Higher Future P/E And Regulatory Shakeup Will Drive Upside Potential

Analysts have adjusted their ZAR price targets on PPC, with the latest move reflecting new views on slower revenue and margin assumptions, alongside a much higher future P/E multiple. Analyst Commentary Recent Street research on comparable building materials and industrial names highlights how quickly price targets can move when assumptions on pricing, revenue growth and P/E multiples are revisited.
ナラティブ更新 • Mar 12

PPC: Stable Assumptions And Regulatory Overhang Will Shape Future Upside Potential

Analysts have lifted their PPC price target by ZAR2, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. Analyst Commentary Recent price target revisions for PPC reflect updated inputs on discount rates, revenue assumptions, profit margins and the future P/E that still align with earlier broad expectations.
ナラティブ更新 • Feb 24

PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook

Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.
ナラティブ更新 • Feb 10

PPC: Tariff Relief And Stable Assumptions Will Shape Balanced Outlook

Analysts have trimmed their price expectations for PPC, reflecting a slightly lower assumed discount rate and a modestly reduced future P/E multiple as they reassess the risk profile around similar fair value assumptions. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas, targeting lower grocery costs for consumers (Bloomberg).
ナラティブ更新 • Jan 25

PPC: Tariff Relief And Higher EPS Guidance Will Support Bullish Case

Analysts have modestly adjusted their price target on PPC, bringing the new figure closer to their fair value view as small refinements in the discount rate and forward P/E assumptions feed through their models. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas in an effort to ease grocery costs, with Pilgrim's Pride listed among the publicly traded companies that could be affected (Bloomberg).
ナラティブ更新 • Jan 11

PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook

Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).
ナラティブ更新 • Dec 27

PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside

Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.
ナラティブ更新 • Dec 13

PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside

Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.
ナラティブ更新 • Nov 28

PPC: Shares Will Benefit From Imminent Food Tariff Reductions

Analysts have raised their price target for PPC from $5.60 to $6.80, citing expectations of stronger revenue growth and improved profit margins, as reflected in updated forecasts. What's in the News President Trump is preparing to sign an order that will reduce tariffs on beef, tomatoes, coffee, and bananas.
分析記事 • Jun 16

PPC (JSE:PPC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

PPC Ltd ( JSE:PPC ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift in...
分析記事 • Jun 11

PPC (JSE:PPC) Could Easily Take On More Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Apr 30

PPC Ltd (JSE:PPC) Investors Are Less Pessimistic Than Expected

There wouldn't be many who think PPC Ltd's ( JSE:PPC ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention when...
分析記事 • Mar 04

Is PPC (JSE:PPC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
新しいナラティブ • Feb 24

Restructuring And Partnerships Will Improve Efficiency In Cement Operations

Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability.
分析記事 • Jul 26

What Does PPC Ltd's (JSE:PPC) Share Price Indicate?

PPC Ltd ( JSE:PPC ), is not the largest company out there, but it received a lot of attention from a substantial price...
分析記事 • Sep 21

Here's What To Make Of PPC's (JSE:PPC) Decelerating Rates Of Return

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Jun 26

Auditors Are Concerned About PPC (JSE:PPC)

The harsh reality for PPC Ltd ( JSE:PPC ) shareholders is that its auditors, Deloitte & Touche LLP, expressed doubts...
分析記事 • Mar 26

Is PPC (JSE:PPC) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 19

How Much Did PPC's(JSE:PPC) Shareholders Earn From Share Price Movements Over The Last Five Years?

PPC Ltd ( JSE:PPC ) shareholders will doubtless be very grateful to see the share price up 149% in the last quarter...
分析記事 • Jan 15

How Much Of PPC Ltd (JSE:PPC) Do Institutions Own?

If you want to know who really controls PPC Ltd ( JSE:PPC ), then you'll have to look at the makeup of its share...
分析記事 • Dec 11

PPC (JSE:PPC) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

業績と収益の成長予測

JSE:PPC - 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
3/31/202811,4133301,5471,8171
3/31/202710,6892311,6921,4431
3/31/202610,2497191,5231,7161
9/30/202510,1865168921,306N/A
6/30/202510,0294919631,358N/A
3/31/20259,8714661,0331,410N/A
12/31/20249,8542876641,063N/A
9/30/20249,836107295716N/A
6/30/20249,94746347761N/A
3/31/202410,058-16398806N/A
12/31/20239,292-101561955N/A
9/30/20238,525-1877241,104N/A
6/30/20238,432-304593973N/A
3/31/20238,339-421461841N/A
12/31/20229,097-615N/AN/AN/A
9/30/20229,854-809379839N/A
6/30/20229,868-406427942N/A
3/31/20229,882-44741,045N/A
12/31/20219,8407146431,179N/A
9/30/20219,7971,6878111,313N/A
6/30/20219,3681,5098961,339N/A
3/31/20218,9381,3309811,364N/A
9/30/20207,995-212477988N/A
6/30/20208,333-187185726N/A
3/31/20208,671-162-107463N/A
12/31/201910,043-51246702N/A
9/30/20199,845382277920N/A
6/30/201910,170309N/A1,089N/A
3/31/201910,494235N/A1,257N/A
12/31/201810,587201N/A1,199N/A
9/30/201810,680167N/A1,141N/A
6/30/201810,476158N/A1,286N/A
3/31/201810,271149N/A1,430N/A
12/31/20179,972217N/A1,285N/A
9/30/20179,673285N/A1,140N/A
6/30/20179,810153N/A1,145N/A
3/31/20179,64193N/A853N/A
6/30/20169,149627N/A272N/A
3/31/20169,002738N/A668N/A
9/30/20159,227698N/A1,847N/A
6/30/20159,325659N/A1,972N/A

アナリストによる今後の成長予測

収入対貯蓄率: PPC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-29.6% )。

収益対市場: PPC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-29.6% )。

高成長収益: PPCの収益は今後 3 年間で減少すると予測されています。

収益対市場: PPCの収益 ( 4.7% ) ZA市場 ( 7% ) よりも低い成長が予測されています。

高い収益成長: PPCの収益 ( 4.7% ) 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: PPC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 ( 14.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/08 20:44
終値2026/05/08 00:00
収益2025/09/30
年間収益2025/03/31

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

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

PPC Ltd 1 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。10

アナリスト機関
Gari ChigwedereAvior Capital Markets
Rasia NaidooBofA Global Research
Rowan GoellerChronux Research