Antofagasta 향후 성장
Future 기준 점검 3/6
Antofagasta (는) 각각 연간 12.1% 및 7.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.9% 로 예상됩니다.
핵심 정보
12.1%
이익 성장률
12.32%
EPS 성장률
| Metals and Mining 이익 성장 | 11.5% |
| 매출 성장률 | 7.8% |
| 향후 자기자본이익률 | 16.94% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 Sep 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Aug 19
ANTO: Copper Output Resilience And 2028 Free Cash Flow Timing Will Shape Returns
Antofagasta's analyst fair value has been trimmed from £38.80 to £37.87 as analysts factor in slightly lower revenue growth expectations, a modestly higher discount rate, and updated Street price targets that have recently shifted both up and down between roughly £33.40 and £44.00 per share. Analyst Commentary Recent Street research on Antofagasta shows a wide spread of views on both valuation and execution.내러티브 업데이트 • Aug 04
ANTO: Copper Supply Resilience And Free Cash Flow Timing Will Shape Future Returns
Antofagasta's updated fair value estimate edges up to about £38.80 from £38.00, as analysts balance slightly lower revenue growth assumptions with firmer profit margins and a higher future P/E. This is reflected in recent price target moves between about £33.40 and £45.00 across the Street.
내러티브 업데이트 • Jul 21
ANTO: Execution Risks Around 2026 Copper Output Will Restrain Upside Potential
The latest Narrative Update on Antofagasta reflects a modest reduction in the analyst price target fair value estimate to £25.74 from £26.50, as analysts factor in slightly slower revenue growth assumptions, a higher discount rate and a lower future P/E multiple, partly offset by firmer profit margin expectations. Analyst Commentary Recent Street research on Antofagasta shows a wide range of opinions on the stock, with some firms highlighting potential upside and others flagging valuation and execution risks.내러티브 업데이트 • Jul 07
ANTO: Copper Delivery Risks And Cash Generation Outlook Will Shape Future Returns
The analyst price target for Antofagasta has been revised higher to an implied fair value of £37.96 from £35.96. This reflects analysts' focus on peer-leading production growth, expected free cash flow inflection and generally supportive revisions to Street targets, despite some differing views on the stock.내러티브 업데이트 • Jun 23
ANTO: Rising Execution Risks Will Likely Cap Copper Upside Potential
Antofagasta's updated fair value estimate has risen from £23.50 to £26.50 per share. This reflects analysts' higher price targets and assumptions for stronger top line growth, offset by slightly lower profit margins and a higher future P/E multiple.내러티브 업데이트 • Jun 05
ANTO: Copper And Geopolitical Risks Will Restrain Future Share Performance
Narrative Update The analyst price target for Antofagasta is now set slightly higher at about £35.96 per share, up from £35.00, as analysts factor in updated assumptions on revenue, profit margins and future P/E, alongside a series of recent price target revisions across the Street. Analyst Commentary Recent research on Antofagasta shows a wide range of views, with some firms lifting targets and ratings while others trim targets or move to more cautious stances.내러티브 업데이트 • May 15
ANTO: Geopolitical And Sector Risks Will Likely Pressure Copper Upside Potential
Analysts have nudged the fair value estimate for Antofagasta slightly lower to £23.50 from about £23.72, reflecting a modestly higher discount rate and mixed price target revisions, with several recent moves in the £100 to £600 range across the broker community. Analyst Commentary Recent Street research on Antofagasta shows a wide spread of views, with some firms lifting price targets while others turn more cautious.내러티브 업데이트 • Apr 29
ANTO: Mixed Broker Views Will Shape Outlook As Copper Conditions Steer Expectations
Antofagasta's analyst fair value has shifted from £26.26 to £35.00, as analysts factor in revised assumptions on revenue growth, profit margins and discount rates, alongside a mix of recent target changes, including multiple raises from Citi, Morgan Stanley, JPMorgan and others, set against several downgrades and target cuts. Analyst Commentary Recent research on Antofagasta presents a mixed picture, with both bullish and bearish analysts adjusting ratings and price targets in quick succession.
내러티브 업데이트 • Apr 14
ANTO: Copper Price Strength Will Support Medium Term Earnings Power
Antofagasta's analyst price target has been revised slightly lower to reflect a modest trim in fair value to £46.99 from £47.82, as analysts balance recent target increases and upgrades with more cautious moves around discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Antofagasta shows a mix of raised and trimmed price targets, alongside both upgrades and downgrades.내러티브 업데이트 • Mar 31
ANTO: Copper Upswing And Centinela Expansion Will Support Medium Term Earnings Power
Antofagasta's analyst fair value estimate has shifted from £40.28 to £47.82, as analysts balance higher assumed revenue growth with lower profit margins and a mixed series of recent target changes and rating moves across the Street. Analyst Commentary Recent research on Antofagasta shows a mix of upgrades, downgrades and price target resets, with views split on valuation, risk and execution.분석 기사 • Mar 29
Antofagasta plc (LON:ANTO) Full-Year Results: Here's What Analysts Are Forecasting For This Year
It's been a good week for Antofagasta plc ( LON:ANTO ) shareholders, because the company has just released its latest...내러티브 업데이트 • Mar 17
ANTO: Copper Optimism Will Likely Underestimate Geopolitical And Project Execution Risks
Antofagasta's analyst fair value estimate has edged up from £23.49 to £23.72, as analysts weigh higher revenue growth assumptions, a slightly lower profit margin outlook, and a higher discount rate against a mixed set of recent price target changes that reflect both upgraded and downgraded views on the shares. Analyst Commentary Recent Street research on Antofagasta shows a split in opinion, with upbeat price target moves and upgrades offset by a cluster of downgrades and more conservative assumptions on copper and iron ore.내러티브 업데이트 • Mar 02
ANTO: High Copper Optimism Will Likely Outrun Centinela Execution And Delivery Risks
Narrative update The analyst price target for Antofagasta has been lifted by £0.49 to £23.49. Analysts point to recalibrated fair value assumptions, a higher future P/E multiple, and updated expectations for revenue growth and profit margins as key drivers of the change.내러티브 업데이트 • Feb 16
ANTO: Elevated Copper Hopes Will Likely Struggle Against Centinela Execution Risks
The analyst fair value estimate for Antofagasta has been raised from £21.04 to £23.00. Analysts cite updated assumptions around revenue growth, profitability, and a slightly higher discount rate, along with recent upward and downward revisions to Street price targets.내러티브 업데이트 • Feb 02
ANTO: Project Execution Risks Likely To Challenge Rich Copper Earnings Expectations
The analyst price target for Antofagasta has been lifted to a new fair value estimate of £21.04 from £18.96 as analysts factor in higher assumed revenue growth, stronger profit margins, and a lower future P/E multiple supported by recent target hikes and rating changes across major banks. Analyst Commentary Recent Street research on Antofagasta points to a mix of optimism on growth projects and caution on how much of that potential is already reflected in the share price.내러티브 업데이트 • Jan 19
ANTO: Copper Upswing And Project Delivery Will Support Medium Term Earnings Power
The analyst fair value estimate for Antofagasta has been raised from £35.03 to £40.28, reflecting updated assumptions on margins, growth and future P/E as analysts respond to recent price target changes across the Street. Analyst Commentary Street research on Antofagasta shows a wide range of opinions, but the most optimistic voices are highlighting potential upside tied to project execution and revised valuation assumptions.분석 기사 • Jan 19
Antofagasta plc's (LON:ANTO) Business Is Yet to Catch Up With Its Share Price
With a price-to-earnings (or "P/E") ratio of 43x Antofagasta plc ( LON:ANTO ) may be sending very bearish signals at...내러티브 업데이트 • Jan 05
ANTO: Future Copper Output Guidance Will Test Rich Earnings Expectations
The analyst fair value estimate for Antofagasta has been raised from £13.72 to £18.96 as analysts factor in updated Street price targets in the £2,400 to £3,500 range, paired with assumptions for higher revenue, stronger profit margins and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Antofagasta shows a wide range of price targets, from £24.00 to £35.00 per share, with different views on how much upside is left after the stock's recent re-rating.분석 기사 • Dec 24
Antofagasta plc's (LON:ANTO) Intrinsic Value Is Potentially 95% Above Its Share Price
Key Insights Antofagasta's estimated fair value is UK£63.22 based on 2 Stage Free Cash Flow to Equity Antofagasta's...내러티브 업데이트 • Dec 16
ANTO: Copper Cycle Upswing Will Support Medium Term Earnings Power
The analyst price target for Antofagasta has been lifted from about $25.09 to roughly $35.03 as analysts factor in higher forecast revenue growth, improved profit margins, and a richer future earnings multiple, supported by a series of upward target revisions from major brokers, despite some valuation driven downgrades. Analyst Commentary Recent Street research on Antofagasta reflects a broadly constructive stance, with several bullish analysts lifting price targets meaningfully as they reassess the company’s earnings power and leverage to the copper cycle.분석 기사 • Dec 04
Antofagasta (LON:ANTO) Is Experiencing Growth In Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...내러티브 업데이트 • Dec 02
ANTO: Fluctuating Broker Views Will Shape Outlook As Production Guidance Is Watched
Antofagasta’s analyst price target has risen slightly from £25.84 to £26.26. This change reflects analysts’ improved confidence following recent upward revisions in Street research and ongoing strength in profit margins.내러티브 업데이트 • Nov 18
ANTO: Future Copper Output And Earnings Momentum Will Be Closely Watched
Antofagasta's analyst price target has been revised downward from £24.79 to £25.84 per share. This change reflects a more cautious outlook from analysts amid recent reductions in growth and profitability expectations.내러티브 업데이트 • Nov 03
ANTO: Share Price Strength Will Face Pressure From Overextended Valuation This Year
Antofagasta's analyst price target has recently been lowered by a moderate margin, with new targets ranging from £24.00 to £34.00. Analysts cite updated valuation assumptions and evolving expectations for profit margins and growth rates.내러티브 업데이트 • Oct 20
Copper Expansion And Water Efficiency Will Secure Future Production
Antofagasta's analyst fair value target has increased from £21.55 to £24.71. This change reflects analysts' improved outlook on revenue growth and profitability, as supported by recent upward price target revisions despite some valuation concerns.내러티브 업데이트 • Oct 05
Copper Expansion And Water Efficiency Will Secure Future Production
Antofagasta’s analyst price target has increased by approximately £0.98. Analysts point to strengthened profit margins and higher expected revenue growth, despite concerns over valuation.분석 기사 • Sep 30
Subdued Growth No Barrier To Antofagasta plc (LON:ANTO) With Shares Advancing 31%
Antofagasta plc ( LON:ANTO ) shares have continued their recent momentum with a 31% gain in the last month alone. The...분석 기사 • Sep 26
Is Antofagasta (LON:ANTO) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...내러티브 업데이트 • Sep 20
Copper Expansion And Water Efficiency Will Secure Future Production
Analysts have modestly raised Antofagasta’s price target to £20.57, citing stronger copper price forecasts, resilient operational performance, and easing input cost pressures, though some caution remains following recent share price gains. Analyst Commentary Bullish analysts are responding to stronger copper price forecasts and anticipated demand growth driven by ongoing electrification and green energy trends.내러티브 업데이트 • Aug 27
Centinela Second Concentrator Will Increase Future Copper Output Amid Rising Global Demand
Analysts have raised Antofagasta’s price target to £20.36, citing higher copper price forecasts, confidence in production growth and cost control, and sector tailwinds, though some caution remains due to commodity volatility. Analyst Commentary Bullish analysts cite improving copper price forecasts driven by robust global demand and supply constraints as a key reason for upward price target revisions.
새로운 내러티브 • Mar 15
Centinela Second Concentrator Will Increase Future Copper Output Amid Rising Global Demand
Antofagasta is well-positioned for growth due to increased copper demand tied to electrification and AI, aiding revenue from potentially higher copper prices.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 12,468 | 2,442 | 3,499 | 5,206 | 15 |
| 12/31/2027 | 11,000 | 2,052 | 2,257 | 4,647 | 17 |
| 12/31/2026 | 10,120 | 1,887 | 887 | 3,898 | 18 |
| 6/30/2026 | 9,300 | 1,655 | -225 | 3,511 | N/A |
| 3/31/2026 | 8,960 | 1,492 | -419 | 3,291 | N/A |
| 12/31/2025 | 8,620 | 1,329 | -613 | 3,072 | N/A |
| 9/30/2025 | 8,039 | 1,210 | -593 | 2,737 | N/A |
| 6/30/2025 | 7,458 | 1,091 | -574 | 2,402 | N/A |
| 3/31/2025 | 7,036 | 960 | -352 | 2,344 | N/A |
| 12/31/2024 | 6,613 | 829 | -130 | 2,285 | N/A |
| 9/30/2024 | 6,502 | 797 | 86 | 2,376 | N/A |
| 6/30/2024 | 6,390 | 764 | 301 | 2,468 | N/A |
| 3/31/2024 | 6,357 | 800 | 252 | 2,400 | N/A |
| 12/31/2023 | 6,325 | 835 | 204 | 2,333 | N/A |
| 9/30/2023 | 6,274 | 1,219 | -58 | 2,041 | N/A |
| 6/30/2023 | 6,224 | 1,603 | -321 | 1,749 | N/A |
| 3/31/2023 | 6,043 | 1,568 | -162 | 1,813 | N/A |
| 12/31/2022 | 5,862 | 1,533 | -2 | 1,877 | N/A |
| 9/30/2022 | 6,135 | 1,209 | 394 | 2,247 | N/A |
| 6/30/2022 | 6,407 | 885 | 791 | 2,618 | N/A |
| 3/31/2022 | 6,939 | 1,088 | 1,342 | 3,144 | N/A |
| 12/31/2021 | 7,470 | 1,290 | 1,893 | 3,670 | N/A |
| 6/30/2021 | 6,582 | 1,029 | 1,932 | 3,471 | N/A |
| 3/31/2021 | 5,855 | 764 | 1,342 | 2,765 | N/A |
| 12/31/2020 | 5,129 | 499 | 751 | 2,059 | N/A |
| 6/30/2020 | 4,578 | 334 | 331 | 1,494 | N/A |
| 3/31/2020 | 4,771 | 418 | N/A | 1,792 | N/A |
| 12/31/2019 | 4,965 | 501 | N/A | 2,091 | N/A |
| 9/30/2019 | 5,051 | 552 | N/A | 2,070 | N/A |
| 6/30/2019 | 5,138 | 602 | N/A | 2,049 | N/A |
| 3/31/2019 | 4,936 | 547 | N/A | 1,680 | N/A |
| 12/31/2018 | 4,733 | 492 | N/A | 1,311 | N/A |
| 9/30/2018 | 4,778 | 573 | N/A | 1,493 | N/A |
| 6/30/2018 | 4,822 | 653 | N/A | 1,674 | N/A |
| 3/31/2018 | 4,786 | 702 | N/A | 1,886 | N/A |
| 12/31/2017 | 4,749 | 750 | N/A | 2,098 | N/A |
| 9/30/2017 | 4,487 | 536 | N/A | 1,846 | N/A |
| 6/30/2017 | 4,225 | 321 | N/A | 1,595 | N/A |
| 3/31/2017 | 3,923 | 220 | N/A | 1,367 | N/A |
| 12/31/2016 | 3,622 | 120 | N/A | 1,138 | N/A |
| 9/30/2016 | 3,258 | 56 | N/A | 715 | N/A |
| 6/30/2016 | 2,894 | -7 | N/A | 292 | N/A |
| 3/31/2016 | 3,060 | -6 | N/A | 343 | N/A |
| 12/31/2015 | 3,226 | -5 | N/A | 393 | N/A |
| 9/30/2015 | 3,773 | 100 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ANTO 의 연간 예상 수익 증가율(12.1%)이 saving rate(3.6%)보다 높습니다.
수익 vs 시장: ANTO 의 연간 수익(12.1%)이 UK 시장(11.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ANTO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: ANTO 의 수익(연간 7.8%)이 UK 시장(연간 3.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ANTO 의 수익(연간 7.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ANTO의 자본 수익률은 3년 후 16.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 17:49 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Antofagasta plc는 37명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Peter Ward | Barclays |
| Izak Rossouw | Barclays |
| William Dalby | Berenberg |