Grindrod Limited

JSE:GND 株式レポート

時価総額:R16.7b

Grindrod 配当と自社株買い

配当金 基準チェック /36

Grindrod配当を支払う会社であり、現在の利回りは2.17%で、収益によって十分にカバーされています。

主要情報

2.2%

配当利回り

0.08%

バイバック利回り

総株主利回り2.2%
将来の配当利回り4.1%
配当成長14.1%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向16%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Jul 14

GND: New Major Holder And Higher P/E Will Cap Future Upside

Analysts have revised their price target for Grindrod to ZAR27.00 from ZAR22.30, reflecting updated assumptions around profit margins and future P/E multiples, while keeping the discount rate and revenue growth expectations broadly similar. What's in the News for Grindrod Coronation Asset Management Proprietary Ltd.
ナラティブ更新 Jun 22

GND: New Major Holder Will Sustain Rich Pricing And Limit Upside

Analysts have kept their ZAR based price target for Grindrod broadly unchanged at around ZAR22.30, reflecting consistent views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.
ナラティブ更新 Jun 06

GND: New Shareholder Entry Will Sustain Rich Pricing And Cap Near-Term Upside

Analysts have kept their ZAR fair value estimate for Grindrod steady at about ZAR22.30 per share, with only marginal technical adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.
ナラティブ更新 May 10

GND: Strong EPS Guidance And New Shareholder Support Will Shape Balanced Returns

Grindrod’s analyst price target has been revised to ZAR22.30 per share, with analysts attributing this updated view to a slightly lower discount rate and marginally reduced forward P/E assumptions. What's in the News Coronation Asset Management Proprietary Ltd.
ナラティブ更新 Apr 21

GND: Strong 2025 EPS Guidance Will Support Balanced Medium Term Return Potential

Analysts have kept their ZAR price target for Grindrod broadly in line with prior views. The updated fair value holds at about ZAR22.30, as small model refinements to the discount rate, revenue growth outlook, profit margin assumptions and future P/E result in a largely unchanged valuation picture.
ナラティブ更新 Apr 05

GND: Strong 2025 EPS Guidance Will Support Further Upside Potential

Grindrod's analyst price target has been adjusted slightly lower to ZAR22.30 from ZAR22.70, reflecting analysts' fine tuning of fair value and P/E assumptions rather than a change in the core outlook. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving a clearer view of expected profitability for the period (company guidance).
ナラティブ更新 Mar 22

GND: Strong 2025 EPS Guidance Will Support Further Upside Potential

Analysts have updated their view on Grindrod with a refreshed price target of ZAR22.70 per share, reflecting revised assumptions for profit margins, revenue growth and future P/E expectations. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, setting an expected EPS range of 306.3 to 313.8 cents.
ナラティブ更新 Mar 08

GND: Strong 2025 Earnings Guidance Will Support Further Upside Potential

Analysts have kept their ZAR price target for Grindrod broadly steady at around ZAR22.00, as a slightly higher discount rate and future P/E assumptions offset softer revenue growth and profit margin expectations in their updated models. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market more clarity on expected performance for the period.
ナラティブ更新 Feb 21

GND: Earnings Guidance Surge Will Support Future Upside Potential

Analysts have kept their ZAR fair value estimate for Grindrod unchanged at around ZAR22.00 per share, citing only small tweaks to assumptions such as discount rate, revenue growth, profit margin and expected future P/E as the basis for maintaining their price view. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market a clearer view of management expectations for the next reporting period (Key Developments).
ナラティブ更新 Feb 07

GND: Steady Assumptions And Discount Rate Shift Will Support Future Upside Potential

Analysts have kept their price target for Grindrod steady at R22.00, citing largely unchanged assumptions on revenue growth, profit margins and future P/E, along with a slightly adjusted discount rate in their valuation work. Valuation Changes Fair Value: Fair value per share is kept unchanged at R22.00.
ナラティブ更新 Jan 24

GND: Stable Assumptions And Steady Fair Value Will Support Future Upside Potential

Analysts have kept their fair value estimate for Grindrod steady at R22.00 per share, attributing this to only very small tweaks in their discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change the overall valuation story. Valuation Changes Fair Value: Kept unchanged at R22.00 per share, with the updated figure aligned to R22.0. Discount Rate: Adjusted slightly from 17.259717% to 17.26525614083472%, reflecting a very small change in the required return assumption.
ナラティブ更新 Jan 08

GND: Upcoming CEO Transition And Stable Assumptions Will Support Upside Potential

Analysts have kept their fair value estimate for Grindrod steady at R22.00. A slightly lower discount rate and a marginally reduced future P/E assumption support the updated price target narrative.
ナラティブ更新 Dec 24

GND: New Leadership And Lower Risk Profile Will Support Upside Potential

Analysts have raised their price target on Grindrod from R18.50 to R22.00, citing a lower perceived risk profile reflected in a reduced discount rate, slightly more resilient margin expectations, and support from a richer projected earnings multiple despite marginally softer long term revenue growth assumptions. What's in the News Grindrod Limited appointed Kwazi Mabaso as CEO, effective 1 December 2025, succeeding Xolani Mbambo after a comprehensive external search process (Key Developments).
ナラティブ更新 Aug 30

Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity

Grindrod’s consensus price target has been raised to ZAR18.50, reflecting modest improvements in both net profit margin and future P/E ratio. What's in the News Xolani Mbambo is stepping down as Group Chief Executive Officer of Grindrod Limited effective 31 December 2025.
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新しいナラティブ Feb 09

Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity

Redeploying locomotives and infrastructure investments in South Africa could enhance asset utilization, revenue, and future earnings.

決済の安定と成長

配当データの取得

安定した配当: GNDの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: GNDの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Grindrod 配当利回り対市場
GND 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (GND)2.2%
市場下位25% (ZA)3.4%
市場トップ25% (ZA)7.3%
業界平均 (Infrastructure)2.3%
アナリスト予想 (GND) (最長3年)4.1%

注目すべき配当: GNDの配当金 ( 2.17% ) はZA市場の配当金支払者の下位 25% ( 3.35% ) と比べると目立ったものではありません。

高配当: GNDの配当金 ( 2.17% ) はZA市場の配当金支払者の上位 25% ( 7.33% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: GNDは低い 配当性向 ( 15.5% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: GNDは低い 現金配当性向 ( 23.1% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/08/12 21:24
終値2026/08/12 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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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

Grindrod Limited 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。4

アナリスト機関
Mpho MokotsoAvior Capital Markets
Kenneth HearnBarclays
Rowan GoellerChronux Research