View ValuationDRDGOLD 향후 성장Future 기준 점검 2/6DRDGOLD의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Metals and Mining 이익 성장17.2%매출 성장률31.7%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트06 May 2026최근 향후 성장 업데이트공시 • Feb 08DRDGOLD Limited Provides Earnings Guidance for the Six Months Ended 30 December 2024DRDGOLD Limited provided earnings guidance for the six months ended 30 December 2024. DRDGOLD is in the process of finalising its results for the six months ended 31 December 2024 ("Current Reporting Period") and shareholders are accordingly advised that the Company has reasonable certainty that for the Current Reporting Period it will report earnings per share and headline earnings per share ("HEPS") of between 109.2 cents and 116.0 cents compared to EPS and HEPS of 68.4 cents for the six months ended 31 December 2023 ("Previous Corresponding Period"), being an increase of between 60% and 70%.모든 업데이트 보기Recent updatesNew Risk • May 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$25.96, the stock trades at a trailing P/E ratio of 12.2x. Average forward P/E is 5x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 90% over the past year.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$32.69, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 156% over the past year.Declared Dividend • Mar 01First half dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 13th March 2026 Payment date: 23rd March 2026 Dividend yield will be 1.1%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 19First half 2026 earnings released: EPS: R22.27 (vs R11.26 in 1H 2025)First half 2026 results: EPS: R22.27 (up from R11.26 in 1H 2025). Revenue: R5.05b (up 33% from 1H 2025). Net income: R1.93b (up 99% from 1H 2025). Profit margin: 38% (up from 26% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Metals and Mining industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$31.87, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 219% over the past year.Board Change • Jan 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. GM of Finance & Executive Director Henriette Hooijer was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Dec 18+ 1 more updateDRDGOLD Limited to Report Fiscal Year 2026 Results on Aug 19, 2026DRDGOLD Limited announced that they will report fiscal year 2026 results on Aug 19, 2026Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$28.95, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 208% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$51.41 per share.Reported Earnings • Nov 02Full year 2025 earnings released: EPS: R26.01 (vs R15.43 in FY 2024)Full year 2025 results: EPS: R26.01 (up from R15.43 in FY 2024). Revenue: R7.88b (up 26% from FY 2024). Net income: R2.24b (up 69% from FY 2024). Profit margin: 28% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Production and reserves: Gold Production: 155.28 troy koz (160.81 troy koz in FY 2024) Number of mines: 2 (2 in FY 2024) Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Metals and Mining industry in the United Kingdom.공시 • Oct 28DRDGOLD Limited, Annual General Meeting, Nov 26, 2025DRDGOLD Limited, Annual General Meeting, Nov 26, 2025.공시 • Sep 26An undisclosed buyer acquired an unknown minority stake in DRDGOLD Limited (NYSE:DRD) from Van Eck Associates Corporation.An undisclosed buyer acquired an unknown minority stake in DRDGOLD Limited (NYSE:DRD) from Van Eck Associates Corporation on September 26, 2025. Following the acquisition Van Eck Associates Corporation now holds 1.46% of the total issued ordinary share capital of DRDGOLD Limited. An undisclosed buyer completed the acquisition of an unknown minority stake in DRDGOLD Limited (NYSE:DRD) from Van Eck Associates Corporation on September 26, 2025.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$26.02, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 163% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$16.36 per share.Buy Or Sell Opportunity • Sep 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to US$19.75. The fair value is estimated to be US$16.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 21%.Declared Dividend • Aug 31Final dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th September 2025 Payment date: 22nd September 2025 Dividend yield will be 1.7%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 45% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$18.50, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 128% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$18.51 per share.Board Change • Aug 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Executive Director Henriette Hooijer was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 21Full year 2025 earnings released: EPS: R26.01 (vs R15.43 in FY 2024)Full year 2025 results: EPS: R26.01 (up from R15.43 in FY 2024). Revenue: R7.88b (up 26% from FY 2024). Net income: R2.24b (up 69% from FY 2024). Profit margin: 28% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Metals and Mining industry in the United Kingdom.공시 • Aug 21+ 1 more updateDRDGOLD Limited Announces Andrew Brady to Step Down as A Member of the Audit CommitteeDRDGOLD Limited announced that in compliance with paragraph 3.59(c) of the JSE Limited Listings Requirements (Listings Requirements"), the board of directors of the Company (Board") hereby advises DRDGOLD shareholders that, pursuant to Sibanye Stillwater Limited's decision to retain Mr. Andrew Brady as a consultant for a six-month period effective 1 July 2025 (External Appointment"), the Board has resolved with immediate effect that for the duration of Mr. Brady's External Appointment, he will not be classified as an independent member of the Board. Accordingly, he has stepped down as a member of the Audit Committee. Notwithstanding the above change to the Audit Committee, the Company confirms that the composition of the Audit Committee remains compliant with the requirements of both the Companies Act, No. 71 of 2008 and the Listings Requirements, as well as the recommendations of the King IV Report on Corporate Governance for South Africa, 2016. Mr. Brady will continue to serve on the Company's Risk Committee and Investment Committee.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$15.84, the stock trades at a trailing P/E ratio of 14.2x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 78% over the past year.New Risk • Jun 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).공시 • Jun 25+ 1 more updateDRDGOLD Limited Announces Chief Financial Officer ChangesDRDGOLD Limited announced the appointment of Ms Henriette Hooijer as Chief Financial Officer ("CFO") Designate with effect from 1 July 2025, as successor to Mr. Riaan Davel, who has signalled his intention to step down from his executive role after the completion of the FY2025 financial reporting season. Mr. Davel joined DRDGOLD as CFO on 1 January 2015, after 17 years in the professional services industry. DRDGOLD is pleased to have secured Mr. Davel's services as an independent consultant to the office of the CFO for a period of one year until 31 January 2027, in order to support the new CFO and provide professional assistance and guidance in the execution of Vision 2028. Ms Hooijer, a qualified Chartered Accountant (SA), joined Mr. Davel's team at DRDGOLD on 1 May 2016 as Group Financial SOX and Compliance Manager, after 11 years at KPMG. On 1 July 2018, she was promoted to Financial Director of Far West Gold Recoveries Proprietary Limited and played an important part in the construction and commissioning of this project. On 1 March 2024, she was promoted to General Manager: Group Finance, forming part of the team responsible for the implementation of Vision 2028, in addition to her senior executive role in the financial and operational management of the Group. It is anticipated that Ms Hooijer will assume the office of CFO from 1 February 2026.공시 • Jun 17DRDGOLD Limited to Report Fiscal Year 2025 Results on Aug 20, 2025DRDGOLD Limited announced that they will report fiscal year 2025 results on Aug 20, 2025Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$15.98, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$12.95, the stock trades at a trailing P/E ratio of 11.9x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom.Declared Dividend • Mar 03First half dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 14th March 2025 Payment date: 27th March 2025 Dividend yield will be 1.9%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 19First half 2025 earnings released: EPS: R11.26 (vs R6.84 in 1H 2024)First half 2025 results: EPS: R11.26 (up from R6.84 in 1H 2024). Revenue: R3.80b (up 28% from 1H 2024). Net income: R970.1m (up 65% from 1H 2024). Profit margin: 26% (up from 20% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Metals and Mining industry in the United Kingdom.공시 • Feb 18DRDGOLD Limited Declares an Interim Cash Dividend for the Six Months Ended 31 December 2024, Payable on 17 March 2025The board of DRDGOLD Limited has declared an interim cash dividend of 30 South African (SA) cents per ordinary share for the six months ended 31 December 2024. Ordinary shares trade ex-dividend date is 12 March 2025. Record date is 14 March 2025. Payment date is 17 March 2025.공시 • Feb 12DRDGOLD Limited Announces Changes to Board Committees, with Effect from 1 March 2025The board of directors of DRDGOLD Limited announced that DRDGOLD shareholders of the following changes to Board committees with effect from 1 March 2025: Ms. Thoko Mnyango, an independent non-executive director of the Company, will be appointed as a member of the Risk Committee, and will resign as a member of the Remuneration Committee; and Ms. Prudence Lebina, an independent non-executive director of the Company, will be appointed as a member of the Remuneration Committee.공시 • Feb 08DRDGOLD Limited Provides Earnings Guidance for the Six Months Ended 30 December 2024DRDGOLD Limited provided earnings guidance for the six months ended 30 December 2024. DRDGOLD is in the process of finalising its results for the six months ended 31 December 2024 ("Current Reporting Period") and shareholders are accordingly advised that the Company has reasonable certainty that for the Current Reporting Period it will report earnings per share and headline earnings per share ("HEPS") of between 109.2 cents and 116.0 cents compared to EPS and HEPS of 68.4 cents for the six months ended 31 December 2023 ("Previous Corresponding Period"), being an increase of between 60% and 70%.공시 • Jan 15DRDGOLD Limited to Report First Half, 2025 Results on Feb 18, 2025DRDGOLD Limited announced that they will report first half, 2025 results on Feb 18, 2025Buy Or Sell Opportunity • Jan 02Now 21% overvaluedOver the last 90 days, the stock has fallen 7.8% to US$9.01. The fair value is estimated to be US$7.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 4.2%.공시 • Nov 30DRDGOLD Limited Approved Election of Johan Holtzhausen (Chairman) and Prudence Lebina as Members of the Audit CommitteeDRDGOLD Limited at its AGM held on 27 November 2024 approved election of Mr. Johan Holtzhausen (Chairman) as a member of the Audit Committee and election of Ms. Prudence Lebina as a member of the Audit Committee.공시 • Nov 29DRDGOLD Limited Announces Change to the Board of Directors and Board CommitteesDRDGOLD Limited announced that Mr. Andrew Robert Brady has been appointed as an independent non-executive director of the board of directors of the Company with effect from 1 December 2024, to replace Mr. Jean Nel, a former independent non-executive director of the Board who resigned from the Board with effect from 27 November 2024. Mr. Brady was considered following a recommendation by Sibanye Stillwater Limited and after reviewing his suitability for the position, as well as obtaining an independent legal opinion as to whether Mr. Brady would be deemed independent. Mr. Brady will also be appointed as a member of the Company's audit committee, risk committee and investment committee. Mr. Brady is currently a director of Clean World Capital Proprietary Limited and has over 25 years of experience both in the resources sector and corporate finance. He holds a Bachelor of Commerce degree from the University of the Witwatersrand, a Post Graduate Diploma in Business Administration from Wits Business School and has attended a Corporate Restructuring Executive Programme at Harvard Business School.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$9.71, the stock trades at a trailing P/E ratio of 11.4x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom.Reported Earnings • Nov 05Full year 2024 earnings released: EPS: R15.43 (vs R14.91 in FY 2023)Full year 2024 results: EPS: R15.43 (up from R14.91 in FY 2023). Revenue: R6.24b (up 14% from FY 2023). Net income: R1.33b (up 3.7% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses. Production and reserves: Gold Production: 160.82 troy koz (169.82 troy koz in FY 2023)공시 • Oct 29DRDGOLD Limited, Annual General Meeting, Nov 27, 2024DRDGOLD Limited, Annual General Meeting, Nov 27, 2024.공시 • Oct 23DRDGOLD Limited Announces Board Changes, Effective 27 November 2024DRDGOLD Limited announced that Mr. Jean Nel, an independent non-executive director of the board of directors of the Company, has decided to step down as a director of the Company with effect from 27 November 2024, after 6 years on the Board. He will consequently vacate his position as chairperson of the remuneration committee and the investment committee, and as a member of the risk committee and the audit committee. Shareholders are further advised that Mr. Edmund Jeneker has been appointed as chairperson of the remuneration committee and Ms Prudence Lebina has been appointed as chairperson of the investment committee with effect from 27 November 2024.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.99, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$9.10, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom.Reported Earnings • Aug 22Full year 2024 earnings released: EPS: R15.43 (vs R14.91 in FY 2023)Full year 2024 results: EPS: R15.43 (up from R14.91 in FY 2023). Revenue: R6.24b (up 14% from FY 2023). Net income: R1.33b (up 3.7% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses.공시 • Aug 22Drdgold Limited Declares Final Dividend for the Year Ended June 30, 2024, Payable on September 16, 2024DRDGOLD Limited declared final gross cash dividend for the year ended June 30, 2023 of 20 South African cents per share, payable on September 16, 2024. Ex-dividend is on September 11, 2024 and record date on September 13, 2024.Board Change • Jun 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Non-Executive Chairman Tim Cumming was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측LSE:0ICU - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202819,139N/A9,36910,47516/30/202716,417N/A7,8329,59226/30/202610,650N/A1,4525,255312/31/20259,1293,2001,5794,537N/A9/30/20258,5042,7221,4174,024N/A6/30/20257,8782,2431,2563,511N/A3/31/20257,4731,9763952,951N/A12/31/20247,0681,710-4672,392N/A9/30/20246,6541,519-8042,118N/A6/30/20246,2401,329-1,1401,845N/A3/31/20246,0281,332-6091,800N/A12/31/20235,8161,336-771,755N/A9/30/20235,6561,3092171,705N/A6/30/20235,4961,2815101,656N/A3/31/20235,3851,2226251,592N/A12/31/20225,2741,1637401,529N/A9/30/20225,1961,1438271,514N/A6/30/20225,1191,1249141,498N/A3/31/20224,9541,0558671,347N/A12/31/20214,7909868201,197N/A9/30/20215,0301,2139991,385N/A6/30/20215,2691,4401,1781,573N/A3/31/20215,1601,3461,2451,616N/A12/31/20205,0511,2521,3121,658N/A9/30/20204,6189431,1301,394N/A6/30/20204,1856359481,129N/A3/31/20203,903546778938N/A12/31/20193,621458609746N/A9/30/20193,192268N/A517N/A6/30/20192,76279N/A288N/A3/31/20192,625-11N/A181N/A12/31/20182,488-100N/A73N/A9/30/20182,489-47N/A153N/A6/30/20182,4907N/A234N/A3/31/20182,44839N/A201N/A12/31/20172,40672N/A168N/A9/30/20172,37343N/A110N/A6/30/20172,34014N/A52N/A3/31/20172,41630N/A219N/A12/31/20162,49147N/A386N/A9/30/20162,46254N/A401N/A6/30/20162,43362N/A416N/A3/31/20162,342100N/A316N/A12/31/20152,22088N/A215N/A9/30/20152,14280N/A231N/A6/30/20152,10568N/A284N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0ICU 의 예상 수익 증가율이 절약률(3.4%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 0ICU 의 수익이 UK 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 0ICU 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 0ICU 의 수익(연간 31.7%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0ICU 의 수익(연간 31.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0ICU의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 17:30종가2026/05/21 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DRDGOLD Limited는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Herbert KharivheAbsa Bank LimitedAvishkar NagaserBofA Global ResearchArnold van GraanCIBC Capital Markets10명의 분석가 더 보기
공시 • Feb 08DRDGOLD Limited Provides Earnings Guidance for the Six Months Ended 30 December 2024DRDGOLD Limited provided earnings guidance for the six months ended 30 December 2024. DRDGOLD is in the process of finalising its results for the six months ended 31 December 2024 ("Current Reporting Period") and shareholders are accordingly advised that the Company has reasonable certainty that for the Current Reporting Period it will report earnings per share and headline earnings per share ("HEPS") of between 109.2 cents and 116.0 cents compared to EPS and HEPS of 68.4 cents for the six months ended 31 December 2023 ("Previous Corresponding Period"), being an increase of between 60% and 70%.
New Risk • May 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$25.96, the stock trades at a trailing P/E ratio of 12.2x. Average forward P/E is 5x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 90% over the past year.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$32.69, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 156% over the past year.
Declared Dividend • Mar 01First half dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 13th March 2026 Payment date: 23rd March 2026 Dividend yield will be 1.1%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 19First half 2026 earnings released: EPS: R22.27 (vs R11.26 in 1H 2025)First half 2026 results: EPS: R22.27 (up from R11.26 in 1H 2025). Revenue: R5.05b (up 33% from 1H 2025). Net income: R1.93b (up 99% from 1H 2025). Profit margin: 38% (up from 26% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Metals and Mining industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$31.87, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 219% over the past year.
Board Change • Jan 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. GM of Finance & Executive Director Henriette Hooijer was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Dec 18+ 1 more updateDRDGOLD Limited to Report Fiscal Year 2026 Results on Aug 19, 2026DRDGOLD Limited announced that they will report fiscal year 2026 results on Aug 19, 2026
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$28.95, the stock trades at a trailing P/E ratio of 18.3x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 208% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$51.41 per share.
Reported Earnings • Nov 02Full year 2025 earnings released: EPS: R26.01 (vs R15.43 in FY 2024)Full year 2025 results: EPS: R26.01 (up from R15.43 in FY 2024). Revenue: R7.88b (up 26% from FY 2024). Net income: R2.24b (up 69% from FY 2024). Profit margin: 28% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Production and reserves: Gold Production: 155.28 troy koz (160.81 troy koz in FY 2024) Number of mines: 2 (2 in FY 2024) Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Metals and Mining industry in the United Kingdom.
공시 • Oct 28DRDGOLD Limited, Annual General Meeting, Nov 26, 2025DRDGOLD Limited, Annual General Meeting, Nov 26, 2025.
공시 • Sep 26An undisclosed buyer acquired an unknown minority stake in DRDGOLD Limited (NYSE:DRD) from Van Eck Associates Corporation.An undisclosed buyer acquired an unknown minority stake in DRDGOLD Limited (NYSE:DRD) from Van Eck Associates Corporation on September 26, 2025. Following the acquisition Van Eck Associates Corporation now holds 1.46% of the total issued ordinary share capital of DRDGOLD Limited. An undisclosed buyer completed the acquisition of an unknown minority stake in DRDGOLD Limited (NYSE:DRD) from Van Eck Associates Corporation on September 26, 2025.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$26.02, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 163% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$16.36 per share.
Buy Or Sell Opportunity • Sep 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to US$19.75. The fair value is estimated to be US$16.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 21%.
Declared Dividend • Aug 31Final dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th September 2025 Payment date: 22nd September 2025 Dividend yield will be 1.7%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 45% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$18.50, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 128% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$18.51 per share.
Board Change • Aug 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Executive Director Henriette Hooijer was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 21Full year 2025 earnings released: EPS: R26.01 (vs R15.43 in FY 2024)Full year 2025 results: EPS: R26.01 (up from R15.43 in FY 2024). Revenue: R7.88b (up 26% from FY 2024). Net income: R2.24b (up 69% from FY 2024). Profit margin: 28% (up from 21% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Metals and Mining industry in the United Kingdom.
공시 • Aug 21+ 1 more updateDRDGOLD Limited Announces Andrew Brady to Step Down as A Member of the Audit CommitteeDRDGOLD Limited announced that in compliance with paragraph 3.59(c) of the JSE Limited Listings Requirements (Listings Requirements"), the board of directors of the Company (Board") hereby advises DRDGOLD shareholders that, pursuant to Sibanye Stillwater Limited's decision to retain Mr. Andrew Brady as a consultant for a six-month period effective 1 July 2025 (External Appointment"), the Board has resolved with immediate effect that for the duration of Mr. Brady's External Appointment, he will not be classified as an independent member of the Board. Accordingly, he has stepped down as a member of the Audit Committee. Notwithstanding the above change to the Audit Committee, the Company confirms that the composition of the Audit Committee remains compliant with the requirements of both the Companies Act, No. 71 of 2008 and the Listings Requirements, as well as the recommendations of the King IV Report on Corporate Governance for South Africa, 2016. Mr. Brady will continue to serve on the Company's Risk Committee and Investment Committee.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$15.84, the stock trades at a trailing P/E ratio of 14.2x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 78% over the past year.
New Risk • Jun 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change).
공시 • Jun 25+ 1 more updateDRDGOLD Limited Announces Chief Financial Officer ChangesDRDGOLD Limited announced the appointment of Ms Henriette Hooijer as Chief Financial Officer ("CFO") Designate with effect from 1 July 2025, as successor to Mr. Riaan Davel, who has signalled his intention to step down from his executive role after the completion of the FY2025 financial reporting season. Mr. Davel joined DRDGOLD as CFO on 1 January 2015, after 17 years in the professional services industry. DRDGOLD is pleased to have secured Mr. Davel's services as an independent consultant to the office of the CFO for a period of one year until 31 January 2027, in order to support the new CFO and provide professional assistance and guidance in the execution of Vision 2028. Ms Hooijer, a qualified Chartered Accountant (SA), joined Mr. Davel's team at DRDGOLD on 1 May 2016 as Group Financial SOX and Compliance Manager, after 11 years at KPMG. On 1 July 2018, she was promoted to Financial Director of Far West Gold Recoveries Proprietary Limited and played an important part in the construction and commissioning of this project. On 1 March 2024, she was promoted to General Manager: Group Finance, forming part of the team responsible for the implementation of Vision 2028, in addition to her senior executive role in the financial and operational management of the Group. It is anticipated that Ms Hooijer will assume the office of CFO from 1 February 2026.
공시 • Jun 17DRDGOLD Limited to Report Fiscal Year 2025 Results on Aug 20, 2025DRDGOLD Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$15.98, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$12.95, the stock trades at a trailing P/E ratio of 11.9x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom.
Declared Dividend • Mar 03First half dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 14th March 2025 Payment date: 27th March 2025 Dividend yield will be 1.9%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 19First half 2025 earnings released: EPS: R11.26 (vs R6.84 in 1H 2024)First half 2025 results: EPS: R11.26 (up from R6.84 in 1H 2024). Revenue: R3.80b (up 28% from 1H 2024). Net income: R970.1m (up 65% from 1H 2024). Profit margin: 26% (up from 20% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Metals and Mining industry in the United Kingdom.
공시 • Feb 18DRDGOLD Limited Declares an Interim Cash Dividend for the Six Months Ended 31 December 2024, Payable on 17 March 2025The board of DRDGOLD Limited has declared an interim cash dividend of 30 South African (SA) cents per ordinary share for the six months ended 31 December 2024. Ordinary shares trade ex-dividend date is 12 March 2025. Record date is 14 March 2025. Payment date is 17 March 2025.
공시 • Feb 12DRDGOLD Limited Announces Changes to Board Committees, with Effect from 1 March 2025The board of directors of DRDGOLD Limited announced that DRDGOLD shareholders of the following changes to Board committees with effect from 1 March 2025: Ms. Thoko Mnyango, an independent non-executive director of the Company, will be appointed as a member of the Risk Committee, and will resign as a member of the Remuneration Committee; and Ms. Prudence Lebina, an independent non-executive director of the Company, will be appointed as a member of the Remuneration Committee.
공시 • Feb 08DRDGOLD Limited Provides Earnings Guidance for the Six Months Ended 30 December 2024DRDGOLD Limited provided earnings guidance for the six months ended 30 December 2024. DRDGOLD is in the process of finalising its results for the six months ended 31 December 2024 ("Current Reporting Period") and shareholders are accordingly advised that the Company has reasonable certainty that for the Current Reporting Period it will report earnings per share and headline earnings per share ("HEPS") of between 109.2 cents and 116.0 cents compared to EPS and HEPS of 68.4 cents for the six months ended 31 December 2023 ("Previous Corresponding Period"), being an increase of between 60% and 70%.
공시 • Jan 15DRDGOLD Limited to Report First Half, 2025 Results on Feb 18, 2025DRDGOLD Limited announced that they will report first half, 2025 results on Feb 18, 2025
Buy Or Sell Opportunity • Jan 02Now 21% overvaluedOver the last 90 days, the stock has fallen 7.8% to US$9.01. The fair value is estimated to be US$7.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 4.2%.
공시 • Nov 30DRDGOLD Limited Approved Election of Johan Holtzhausen (Chairman) and Prudence Lebina as Members of the Audit CommitteeDRDGOLD Limited at its AGM held on 27 November 2024 approved election of Mr. Johan Holtzhausen (Chairman) as a member of the Audit Committee and election of Ms. Prudence Lebina as a member of the Audit Committee.
공시 • Nov 29DRDGOLD Limited Announces Change to the Board of Directors and Board CommitteesDRDGOLD Limited announced that Mr. Andrew Robert Brady has been appointed as an independent non-executive director of the board of directors of the Company with effect from 1 December 2024, to replace Mr. Jean Nel, a former independent non-executive director of the Board who resigned from the Board with effect from 27 November 2024. Mr. Brady was considered following a recommendation by Sibanye Stillwater Limited and after reviewing his suitability for the position, as well as obtaining an independent legal opinion as to whether Mr. Brady would be deemed independent. Mr. Brady will also be appointed as a member of the Company's audit committee, risk committee and investment committee. Mr. Brady is currently a director of Clean World Capital Proprietary Limited and has over 25 years of experience both in the resources sector and corporate finance. He holds a Bachelor of Commerce degree from the University of the Witwatersrand, a Post Graduate Diploma in Business Administration from Wits Business School and has attended a Corporate Restructuring Executive Programme at Harvard Business School.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$9.71, the stock trades at a trailing P/E ratio of 11.4x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom.
Reported Earnings • Nov 05Full year 2024 earnings released: EPS: R15.43 (vs R14.91 in FY 2023)Full year 2024 results: EPS: R15.43 (up from R14.91 in FY 2023). Revenue: R6.24b (up 14% from FY 2023). Net income: R1.33b (up 3.7% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses. Production and reserves: Gold Production: 160.82 troy koz (169.82 troy koz in FY 2023)
공시 • Oct 29DRDGOLD Limited, Annual General Meeting, Nov 27, 2024DRDGOLD Limited, Annual General Meeting, Nov 27, 2024.
공시 • Oct 23DRDGOLD Limited Announces Board Changes, Effective 27 November 2024DRDGOLD Limited announced that Mr. Jean Nel, an independent non-executive director of the board of directors of the Company, has decided to step down as a director of the Company with effect from 27 November 2024, after 6 years on the Board. He will consequently vacate his position as chairperson of the remuneration committee and the investment committee, and as a member of the risk committee and the audit committee. Shareholders are further advised that Mr. Edmund Jeneker has been appointed as chairperson of the remuneration committee and Ms Prudence Lebina has been appointed as chairperson of the investment committee with effect from 27 November 2024.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.99, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 8x in the Metals and Mining industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$9.10, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom.
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: R15.43 (vs R14.91 in FY 2023)Full year 2024 results: EPS: R15.43 (up from R14.91 in FY 2023). Revenue: R6.24b (up 14% from FY 2023). Net income: R1.33b (up 3.7% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses.
공시 • Aug 22Drdgold Limited Declares Final Dividend for the Year Ended June 30, 2024, Payable on September 16, 2024DRDGOLD Limited declared final gross cash dividend for the year ended June 30, 2023 of 20 South African cents per share, payable on September 16, 2024. Ex-dividend is on September 11, 2024 and record date on September 13, 2024.
Board Change • Jun 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Non-Executive Chairman Tim Cumming was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.