PPC 過去の業績
過去 基準チェック /56
PPCの収益は年間平均-18.3%の割合で減少していますが、 Basic Materials業界の収益は年間 増加しています。収益は年間27.1% 2.1%割合で 増加しています。 PPCの自己資本利益率は9.2%であり、純利益率は5.1%です。
主要情報
-18.26%
収益成長率
-17.93%
EPS成長率
| Basic Materials 業界の成長 | 8.23% |
| 収益成長率 | 2.13% |
| 株主資本利益率 | 9.22% |
| ネット・マージン | 5.07% |
| 前回の決算情報 | 30 Sep 2025 |
最近の業績更新
Recent updates
ナラティブ更新 • 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...
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...収支内訳
収支内訳
PPC の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Sep 25 | 10,186 | 516 | 925 | 0 |
| 30 Jun 25 | 10,029 | 491 | 938 | 0 |
| 31 Mar 25 | 9,871 | 466 | 950 | 0 |
| 31 Dec 24 | 9,854 | 287 | 976 | 0 |
| 30 Sep 24 | 9,836 | 107 | 1,001 | 0 |
| 30 Jun 24 | 9,947 | 46 | 1,018 | 0 |
| 31 Mar 24 | 10,058 | -16 | 1,035 | 0 |
| 31 Dec 23 | 9,292 | -101 | 971 | 0 |
| 30 Sep 23 | 8,525 | -187 | 906 | 0 |
| 30 Jun 23 | 8,432 | -304 | 945 | 0 |
| 31 Mar 23 | 8,339 | -421 | 983 | 0 |
| 31 Dec 22 | 9,097 | -615 | 1,058 | 0 |
| 30 Sep 22 | 9,854 | -809 | 1,132 | 0 |
| 30 Jun 22 | 9,868 | -406 | 1,095 | 0 |
| 31 Mar 22 | 9,882 | -4 | 1,057 | 0 |
| 31 Dec 21 | 9,840 | 714 | 1,051 | 0 |
| 30 Sep 21 | 9,797 | 1,687 | 1,045 | 0 |
| 30 Jun 21 | 9,368 | 1,509 | 1,026 | 0 |
| 31 Mar 21 | 8,938 | 1,330 | 1,007 | 0 |
| 30 Sep 20 | 7,995 | -212 | 1,173 | 0 |
| 30 Jun 20 | 8,333 | -187 | 1,234 | 0 |
| 31 Mar 20 | 8,671 | -162 | 1,295 | 0 |
| 31 Dec 19 | 10,043 | -512 | 1,306 | 0 |
| 30 Sep 19 | 9,845 | 382 | 1,101 | 0 |
| 30 Jun 19 | 10,170 | 309 | 1,110 | 0 |
| 31 Mar 19 | 10,494 | 235 | 1,119 | 0 |
| 31 Dec 18 | 10,587 | 201 | 1,270 | 0 |
| 30 Sep 18 | 10,680 | 167 | 1,421 | 0 |
| 30 Jun 18 | 10,476 | 158 | 1,406 | 0 |
| 31 Mar 18 | 10,271 | 149 | 1,391 | 0 |
| 31 Dec 17 | 9,972 | 217 | 1,309 | 0 |
| 30 Sep 17 | 9,673 | 285 | 1,227 | 0 |
| 30 Jun 17 | 9,810 | 153 | 1,279 | 0 |
| 31 Mar 17 | 9,641 | 93 | 1,255 | 0 |
| 30 Jun 16 | 9,149 | 627 | 963 | 0 |
| 31 Mar 16 | 9,002 | 738 | 1,014 | 0 |
| 30 Sep 15 | 9,227 | 698 | 1,173 | 0 |
| 30 Jun 15 | 9,325 | 659 | 1,161 | 0 |
質の高い収益: PPCは 高品質の収益 を持っています。
利益率の向上: PPCの現在の純利益率 (5.1%)は、昨年(1.1%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: PPC過去 5 年間で収益を上げており、収益は年間-18.3%増加しています。
成長の加速: PPCの過去 1 年間の収益成長率 ( 382.2% ) は、5 年間の平均 ( 年間-18.3%を上回っています。
収益対業界: PPCの過去 1 年間の収益成長率 ( 382.2% ) はBasic Materials業界42.4%を上回りました。
株主資本利益率
高いROE: PPCの 自己資本利益率 ( 9.2% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/12 06:04 |
| 終値 | 2026/05/11 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 |
|
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| 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 |
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* 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 |