Caledonia Mining Corporation Plc

NYSEAM:CMCL 주식 리포트

시가총액: US$411.6m

Caledonia Mining 향후 성장

Future 기준 점검 6/6

Caledonia Mining (는) 각각 연간 29.6% 및 24.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 30.7% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.2% 로 예상됩니다.

핵심 정보

29.6%

이익 성장률

-30.70%

EPS 성장률

Metals and Mining 이익 성장14.5%
매출 성장률24.5%
향후 자기자본이익률26.20%
애널리스트 커버리지

Low

마지막 업데이트20 Apr 2026

최근 향후 성장 업데이트

Recent updates

CMCL: High Margin Outlook And Deep Drilling Results Will Support Future Upside

Analysts have reduced their price target for Caledonia Mining from $45.00 to $35.69, reflecting updated assumptions that combine a lower revenue growth outlook of 12.80% with a higher projected profit margin of 47.56% and a lower future P/E of 4.89. What's in the News Reported Blanket Mine gold production of 14,767 ounces for the quarter ended March 31, 2026, compared with 18,671 ounces in the first quarter of 2025 (company announcement of operating results).

CMCL: Stronger Margins And 2026 Production Guidance Will Drive Bullish Repricing

Analysts have trimmed their price target on Caledonia Mining from $46.25 to $42.73 as they factor in a higher discount rate, a more moderate revenue growth outlook of 16.20%, a stronger projected profit margin of 40.63%, and a slightly lower future P/E of about 6.25x. What's in the News Caledonia Mining issued production guidance for 2026, with Blanket Mine gold output expected in a range of 72,000 to 76,500 ounces (Key Developments).

CMCL: Stable Blanket Output And Higher Margins Will Support Bullish Repricing

Analysts have kept their $46.25 price target on Caledonia Mining unchanged, citing revised assumptions for the discount rate, revenue growth, profit margin and future P/E that they believe better align the valuation with current company forecasts. What's in the News Fourth quarter 2025 gold production at Blanket Mine was reported at 17,367 ounces, with management highlighting lower tonnages from higher grade areas and electricity supply interruptions as key operational factors affecting the second half of the year (Key Developments).

CMCL: Blanket Production Stability And Margin Outlook Will Drive Future Upside

Analysts have raised their price target on Caledonia Mining from $36.00 to $45.00, citing updated assumptions that include revenue growth of 26.63%, a profit margin of 35.37% and a future P/E of 7.16, despite a slightly higher discount rate of 9.25%. What's in the News Reported fourth quarter 2025 production of 17,367 ounces at the Blanket mine, with management highlighting the impact of lower tonnages from higher grade areas and electricity supply interruptions late in the quarter (Key Developments).

CMCL: Bilboes Development Will Drive Future Upside Despite Blanket Production Headwinds

The analyst price target for Caledonia Mining has been adjusted from $45.00 to $47.50 as analysts update their models for revenue growth assumptions, profit margins, and the future P/E multiple. What's in the News Fourth quarter 2025 gold production was 17,367 ounces, with management highlighting lower tonnages from higher grade areas and electricity supply interruptions as key operational headwinds that are being addressed (Key Developments).

CMCL: Bilboes Development Decision Will Drive Future Bullish Repricing

Analysts have maintained their fair value estimate for Caledonia Mining at $46.25. They made only small tweaks to inputs such as the discount rate and assumed future P/E, reflecting fine-tuning rather than a major shift in their overall view.

CMCL: Future Production And Bilboes Project Will Drive Bullish Repricing

Narrative Update: Caledonia Mining Analyst Price Target Shift Analysts have lifted their fair value estimate for Caledonia Mining from US$37.50 to US$46.25, citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E that together support a higher price target despite mixed shifts in the underlying inputs. What's in the News Fourth quarter 2025 gold production was 17,367 ounces, with the company highlighting lower tonnages from higher grade areas and electricity supply interruptions in the second half of the year as operational headwinds.

CMCL: Bilboes Development Decision Will Reshape Future Cash Flow Potential

Analysts now see Caledonia Mining's fair value at $36.00, up from $20.75, with the higher discount rate, softer revenue and margin assumptions, and a higher future P/E view helping to explain the shift in their price target framework. What's in the News Caledonia Mining decided to proceed with the Bilboes Gold Project after completing and publishing the feasibility study, and identified a single phase development approach as the most economic option (Key Developments).

CMCL: Bilboes Development Will Drive Strong Future Upside Potential

Analysts have nudged their price target on Caledonia Mining higher to reflect an unchanged fair value of $45.00, along with modestly stronger projected revenue growth, a meaningfully improved profit margin outlook, and a lower expected future P/E multiple that together enhance the stock's risk reward profile. What's in the News Decision to proceed with the fully permitted Bilboes Gold Project in Zimbabwe after a feasibility study confirmed single phase development as the most economic approach, with front end engineering design starting immediately and first production targeted for late 2028 (company announcement) Project economics at the Bilboes Gold Project significantly enhanced at the September 2025 LBMA gold price of USD 3,648/oz, implying a post tax NPV (8% real) of USD 1.23 billion and a post tax IRR above 50% (company announcement) Funding plan for Bilboes includes a peak project funding requirement of USD 484 million plus roughly USD 150 million for interest, working capital and cost overrun facilities, with a strategy focused on minimising equity issuance to protect per share NPV (company announcement) Caledonia maintained its 2025 gold production guidance at 75,500 to 79,500 ounces, underlining management confidence in the current operating outlook (company guidance) Quarterly gold production for Q3 2025 rose slightly to 19,106 ounces, taking nine month 2025 output to 58,846 ounces versus 56,815 ounces a year earlier (operating results) Valuation Changes Fair Value: unchanged at $45.00 per share, indicating no revision to the central valuation estimate.

CMCL: Bilboes Development Will Drive Strong Future Upside Potential

Analysts have sharply raised their price target on Caledonia Mining from 28.00 dollars to 45.00 dollars, citing a reassessment of revenue growth prospects and valuation multiples, despite expectations for higher discount rates and lower profit margins. What's in the News Caledonia approved single phase development of the fully permitted Bilboes Gold Project in Zimbabwe, targeting first production in late 2028 and steady state output in 2029, with a post tax NPV 8% Real of USD 1.23 billion and IRR above 50% at the September 2025 LBMA spot price (company announcement) The Bilboes project funding plan calls for peak project funding of USD 484 million plus about USD 150 million for interest, working capital and cost overrun facilities, with a strategy focused on minimising equity issuance to protect per share NPV (company announcement) Caledonia maintained its 2025 gold production guidance at 75,500 to 79,500 ounces, reiterating confidence in its operational outlook (company guidance) Quarterly gold production for Q3 2025 rose slightly to 19,106 ounces, bringing nine month 2025 output to 58,846 ounces, up from 56,815 ounces a year earlier (operating results) Caledonia was added to the S&P/TSX Global Mining Index, increasing its visibility among institutional and index tracked investors (index announcement) Valuation Changes The fair value estimate has risen significantly from $28.00 to $45.00 per share, a 60.7 percent increase.

Robust Gold Demand Will Unlock Bilboes Project Potential

The analyst price target for Caledonia Mining was raised on the back of higher-than-expected Q2 gold production, improved 2025 production guidance, and stronger projected free cash flow supporting debt reduction and dividends, driving the consensus fair value up from $27.50 to $37.50. Analyst Commentary Higher-than-expected gold production reported in Q2 from the primary Zimbabwean mine.

Robust Gold Demand Will Unlock Bilboes Project Potential

Analysts maintained their $27.50 price target for Caledonia Mining, citing stronger-than-expected gold production, upwardly revised 2025 output guidance, and improved projected free cash flow supporting dividends and debt reduction. Analyst Commentary Bullish analysts highlight stronger-than-expected Q2 gold production from Caledonia Mining’s primary Zimbabwean mine.
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Motapa Discoveries And Cost Savings Will Strengthen Future Gold Production

Promising exploration results and feasibility studies at Motapa and Bilboes could boost production, enhancing future revenue.

이익 및 매출 성장 예측

NYSEAM:CMCL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028399162N/A2532
12/31/202733545-2651204
12/31/202634152-1301194
12/31/2025254554076N/A
9/30/2025228502768N/A
6/30/2025205371959N/A
3/31/2025191251550N/A
12/31/2024174181142N/A
9/30/20241655432N/A
6/30/202416071142N/A
3/31/2024147-2-921N/A
12/31/2023139-8-1615N/A
9/30/2023134-9-1218N/A
6/30/2023130-5-1913N/A
3/31/20231307-732N/A
1/1/202313511-143N/A
9/30/202213329-445N/A
6/30/202213128-343N/A
3/31/202212419-239N/A
12/31/202111518-731N/A
9/30/202111117-233N/A
6/30/202110414-332N/A
3/31/20219717-723N/A
12/31/20209520331N/A
9/30/20209120324N/A
6/30/20208522524N/A
3/31/20207940222N/A
12/31/20197241-218N/A
9/30/20196641N/A18N/A
6/30/20196337N/A20N/A
3/31/20196317N/A17N/A
1/1/20196510N/A18N/A
9/30/20186711N/A21N/A
6/30/20186812N/A24N/A
3/31/20186810N/A30N/A
12/31/2017669N/A25N/A
9/30/2017629N/A24N/A
6/30/2017627N/A21N/A
3/31/20176210N/A23N/A
12/31/2016598N/A23N/A
9/30/2016567N/A18N/A
6/30/2016507N/A13N/A
3/31/2016474N/A7N/A
12/31/2015475N/A7N/A
9/30/2015533N/A7N/A
6/30/2015502N/A8N/A

애널리스트 향후 성장 전망

수입 대 저축률: CMCL 의 연간 예상 수익 증가율(29.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: CMCL 의 연간 수익(29.6%)이 US 시장(16.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CMCL 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: CMCL 의 수익(연간 24.5%)이 US 시장(연간 11.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: CMCL 의 수익(연간 24.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CMCL의 자본 수익률은 3년 후 26.2%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 19:07
종가2026/05/05 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Caledonia Mining Corporation Plc는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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