PPC バランスシートの健全性
財務の健全性 基準チェック /66
PPCの総株主資本はZAR5.6B 、総負債はZAR502.0Mで、負債比率は9%となります。総資産と総負債はそれぞれZAR9.0BとZAR3.4Bです。 PPCの EBIT はZAR1.2Bで、利息カバレッジ比率34.4です。現金および短期投資はZAR812.0Mです。
主要情報
8.97%
負債資本比率
R502.00m
負債
| インタレスト・カバレッジ・レシオ | 34.4x |
| 現金 | R812.00m |
| エクイティ | R5.60b |
| 負債合計 | R3.45b |
| 総資産 | R9.04b |
財務の健全性に関する最新情報
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 • 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...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 • 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...Recent updates
ナラティブの更新 • May 09
PPC: Regulatory Scrutiny And Mixed Revisions Will Shape Perceived Earnings Resilience
Analysts have adjusted their ZAR price targets for PPC, with recent revisions ranging from reductions of ZAR2 to ZAR5, alongside at least one upward move and a fresh Neutral initiation. These changes reflect updated views on discount rates, earnings quality and fair value assumptions.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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...
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...財務状況分析
短期負債: PPCの 短期資産 ( ZAR3.2B ) が 短期負債 ( ZAR1.8B ) を超えています。
長期負債: PPCの短期資産 ( ZAR3.2B ) が 長期負債 ( ZAR1.6B ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: PPC総負債よりも多くの現金を保有しています。
負債の削減: PPCの負債対資本比率は、過去 5 年間で74.9%から9%に減少しました。
債務返済能力: PPCの負債は 営業キャッシュフロー によって 十分にカバー されています ( 260.2% )。
インタレストカバレッジ: PPCの負債に対する 利息支払い は EBIT ( 34.4 x coverage) によって 十分にカバーされています。
貸借対照表
健全な企業の発掘
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 | 2026/05/24 16:04 |
| 終値 | 2026/05/22 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 |
| |
| 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
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 Chigwedere | Avior Capital Markets |
| Rasia Naidoo | BofA Global Research |
| Rowan Goeller | Chronux Research |