View ValuationPPC 향후 성장Future 기준 점검 1/6PPC (는) 각각 연간 14.8% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.5% 로 예상됩니다.핵심 정보14.8%이익 성장률14.65%EPS 성장률Basic Materials 이익 성장12.2%매출 성장률4.8%향후 자기자본이익률16.50%애널리스트 커버리지Low마지막 업데이트10 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 09PPC Ltd announces Annual dividend, payable on June 29, 2026PPC Ltd announced Annual dividend of ZAR 0.3020 per share payable on June 29, 2026, ex-date on June 24, 2026 and record date on June 26, 2026.공시 • Sep 22PPC Ltd to Report First Half, 2026 Results on Nov 24, 2025PPC Ltd announced that they will report first half, 2026 results on Nov 24, 2025공시 • Sep 04PPC Ltd Announces CH Naude Not to Stand for Re-Election as Non-Executive Director, Chairman of Investment Committee and Member of Reward and Talent CommitteeThe Board of PPC Ltd. announced that Mr. CH Naude, has elected not to stand for re-election as a non-executive director at the AGM and consequently retires by rotation, with effect from 3 September 2025, from the Board and as the chairman of the investment committee and as a member of the reward and talent committee.공시 • Jul 25PPC Ltd, Annual General Meeting, Sep 03, 2025PPC Ltd, Annual General Meeting, Sep 03, 2025. Location: at the company`s offices, first floor, 5 parks boulevard, oxford parks, dunkeld, johannesburg, 2196 South Africa공시 • Jun 09PPC Ltd announces Annual dividend, payable on June 30, 2025PPC Ltd announced Annual dividend of ZAR 0.1760 per share payable on June 30, 2025, ex-date on June 25, 2025 and record date on June 27, 2025.공시 • May 15PPC Ltd to Report Q4, 2025 Results on Jun 09, 2025PPC Ltd announced that they will report Q4, 2025 results on Jun 09, 2025공시 • Sep 30PPC Ltd to Report First Half, 2025 Results on Nov 18, 2024PPC Ltd announced that they will report first half, 2025 results on Nov 18, 2024공시 • Aug 28PPC Ltd Declares Special Cash Dividend, Payable on September 23, 2024PPC Ltd.'s board of directors has resolved to declare a special cash dividend, payable in this second quarter of FY2025, from income reserves of 33.5 cents per PPC ordinary share. The Special Dividend has been approved by the Financial Surveillance Department of the South African Reserve Bank as required in terms of the Listings Requirements of the JSE Limited. The gross Special Dividend of 33.5 cents per share from income reserves will be subject to dividend withholding tax at a rate of 20%. Consequently, a net Special Dividend of 26.8 cents per PPC share will be distributed to those shareholders who are not exempt from paying dividend tax. First trading day "ex Special Dividend is September 20, 2024 and payment date is September 23, 2024.공시 • Jul 27PPC Ltd, Annual General Meeting, Sep 04, 2024PPC Ltd, Annual General Meeting, Sep 04, 2024. Location: the company`s offices, first floor, 5 parks boulevard, oxford parks, dunkeld, johannesburg 2196 South Africa공시 • Jun 24PPC Ltd Declare Cash Dividend, Payable on 15 July, 2024PPC Ltd. declared cash dividend from retained earnings. The dividend withholding tax is 20% and a net cash dividend of 10,96 cents per share will be paid to those shareholders who are not exempt from dividend withholding tax. In accordance with the provisions of Strate, the electronic settlement and custody system used by the JSE Limited, the relevant dates for the cash dividend are as follows: Last day to trade "cum cash dividend" is 9 July, 2024. Shares commence trading "ex cash dividend" is 10 July, 2024. Record date is 12 July, 2024. Payment date is 15 July, 2024.공시 • Jun 13PPC Ltd to Report Fiscal Year 2024 Results on Jun 24, 2024PPC Ltd announced that they will report fiscal year 2024 results on Jun 24, 2024공시 • Jan 18PPC Ltd Announces Executive ChangesPPC Ltd. announced following the appointment of its new CEO, Matias Cardarelli, with effect from 1 December 2023, the board of directors of PPC (Board) has approved a substantially reorganized and strengthened Executive Committee (EXCO) in order to drive improved profitability and a sustainable return on capital for its South African business. The new EXCO includes several new roles aimed at enhancing operational excellence and strategic planning. This includes the appointment of a: Chief Operations Officer (COO) to focus on increasing efficiencies, productivity and cost reduction initiatives; a Chief Strategy Officer (CSO) who will work closely with the Chief Financial Officer (CFO), Brenda Berlin, to implement various profit improvement initiatives, and a Chief Revenue Officer (CRO). The CRO role will be assumed by Mokate Ramafoko, who will be responsible for creating a single revenue engine and boosting the company's top line. Ndima Rawana will continue in his role as Chief Human Resources Officer (CHRO) to oversee the building of a high performing team, and Kevin Ross will join the EXCO as Chief Legal and Compliance Officer and Company Secretary. Consequently, the company announced the recruitment of two new executives, Ernesto Acosta and Paulo Marques, who bring extensive global and South African cement industry experience. Ernesto Acosta, who will be taking on the role of COO, has spent 25 years with global cement company, Intercement, running different cement plants and operations in many regions and countries, most recently as its COO in South Africa. Paulo Marques will serve as CSO, having spent almost 20 years in various planning, control, strategy and finance positions in two international cement companies, Cimpor and Intercement, most recently as CFO in South Africa.공시 • Nov 29PPC Ltd Announces CEO ChangesShareholders are referred to the announcement released on SENS on 4 September 2023, announcing the appointment of Mr. Matias Cardarelli as Chief Executive Officer of PPC subject to Matias receiving his work permit. The Board is announce that Matias' work permit has been issued and that he will formally take over from Roland van Wijnen with effect from 01 December 2023. The board would like to thank outgoing CEO Roland van Wijnen for his commitment, hard work, and loyalty to PPC, its shareholders, employees, and customers.공시 • Nov 10+ 1 more updatePPC Ltd to Report First Half, 2024 Results on Nov 20, 2023PPC Ltd announced that they will report first half, 2024 results on Nov 20, 2023공시 • Sep 05PPC Ltd Announces Appointment of Matias Cardarelli as Chief Executive OfficerFollowing the leadership update provided in June 2023, the board of directors of PPC Ltd. announced the appointment of Mr. Matias Cardarelli as Chief Executive Officer of PPC. His appointment follows an extensive search for a suitable successor for Mr. Roland van Wijnen, whose contract expired on 31 August 2023 and was extended to 31 December 2023 to facilitate an appropriate handover and transition. Mr. Cardarelli has a remarkable track record in the cement industry, across multiple emerging markets having importantly spent the last five years in South Africa as CEO and Chairman of Natal Portland Cement (NPC) part of Intercement group. During his tenure at NPC he successfully transformed the organisation by improving efficiencies, boosting margins and EBITDA, and increasing cash generation. With this deep understanding of the local industry and his proven leadership skillset, Mr. Cardarelli will play a pivotal role in continuing to drive PPC's growth, improve profitability and enhance returns. Prior to moving to South Africa in 2019 to join NPC, Mr. Cardarelli led the operational and financial turnaround of Amreyah Cement in Egypt and scaling-up of Yguazu Cementos in Paraguay. Following the onset of Covid 19 and the emergence of a new entrant in the Mozambican cement market, Mr. Cardarelli's portfolio was expanded to include Cimentos de Mozambique, where he successfully implemented an operational and commercial plan to return the company to profitability.이익 및 매출 성장 예측OTCPK:PPCL.Y - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202911,7371,2672,1002,06513/31/202811,0791,1161,5811,88313/31/202710,2819061,4701,60113/31/202610,2558305741,405N/A12/31/202510,2216737331,356N/A9/30/202510,1865168921,306N/A6/30/202510,0294919631,358N/A3/31/20259,8714661,0331,410N/A12/31/20249,8542876641,063N/A9/30/20249,836107295716N/A6/30/20249,94746347761N/A3/31/202410,058-16398806N/A12/31/20239,292-101561955N/A9/30/20238,525-1877241,104N/A6/30/20238,432-304593973N/A3/31/20238,339-421461841N/A12/31/20229,097-615N/AN/AN/A9/30/20229,854-809379839N/A6/30/20229,868-406427942N/A3/31/20229,882-44741,045N/A12/31/20219,8407146431,179N/A9/30/20219,7971,6878111,313N/A6/30/20219,3681,5098961,339N/A3/31/20218,9381,3309811,364N/A9/30/20207,995-212477988N/A6/30/20208,333-187185726N/A3/31/20208,671-162-107463N/A12/31/201910,043-512N/A702N/A9/30/20199,845382N/A920N/A6/30/201910,170309N/A1,089N/A3/31/201910,494235N/A1,257N/A12/31/201810,587201N/A1,199N/A9/30/201810,680167N/A1,141N/A6/30/201810,476158N/A1,286N/A3/31/201810,271149N/A1,430N/A12/31/20179,972217N/A1,285N/A9/30/20179,673285N/A1,140N/A6/30/20179,810153N/A1,145N/A3/31/20179,64193N/A853N/A6/30/20169,149627N/A272N/A3/31/20169,002738N/A668N/A9/30/20159,227698N/A1,847N/A6/30/20159,325659N/A1,972N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: PPCL.Y 의 연간 예상 수익 증가율(14.8%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: PPCL.Y 의 연간 수익(14.8%)이 US 시장(18.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: PPCL.Y 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: PPCL.Y 의 수익(연간 4.8%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: PPCL.Y 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: PPCL.Y의 자본 수익률은 3년 후 16.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/18 07:29종가2026/05/07 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스PPC Ltd는 10명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gari ChigwedereAvior Capital MarketsRasia NaidooBofA Global ResearchRowan GoellerChronux Research7명의 분석가 더 보기
공시 • Jun 09PPC Ltd announces Annual dividend, payable on June 29, 2026PPC Ltd announced Annual dividend of ZAR 0.3020 per share payable on June 29, 2026, ex-date on June 24, 2026 and record date on June 26, 2026.
공시 • Sep 22PPC Ltd to Report First Half, 2026 Results on Nov 24, 2025PPC Ltd announced that they will report first half, 2026 results on Nov 24, 2025
공시 • Sep 04PPC Ltd Announces CH Naude Not to Stand for Re-Election as Non-Executive Director, Chairman of Investment Committee and Member of Reward and Talent CommitteeThe Board of PPC Ltd. announced that Mr. CH Naude, has elected not to stand for re-election as a non-executive director at the AGM and consequently retires by rotation, with effect from 3 September 2025, from the Board and as the chairman of the investment committee and as a member of the reward and talent committee.
공시 • Jul 25PPC Ltd, Annual General Meeting, Sep 03, 2025PPC Ltd, Annual General Meeting, Sep 03, 2025. Location: at the company`s offices, first floor, 5 parks boulevard, oxford parks, dunkeld, johannesburg, 2196 South Africa
공시 • Jun 09PPC Ltd announces Annual dividend, payable on June 30, 2025PPC Ltd announced Annual dividend of ZAR 0.1760 per share payable on June 30, 2025, ex-date on June 25, 2025 and record date on June 27, 2025.
공시 • May 15PPC Ltd to Report Q4, 2025 Results on Jun 09, 2025PPC Ltd announced that they will report Q4, 2025 results on Jun 09, 2025
공시 • Sep 30PPC Ltd to Report First Half, 2025 Results on Nov 18, 2024PPC Ltd announced that they will report first half, 2025 results on Nov 18, 2024
공시 • Aug 28PPC Ltd Declares Special Cash Dividend, Payable on September 23, 2024PPC Ltd.'s board of directors has resolved to declare a special cash dividend, payable in this second quarter of FY2025, from income reserves of 33.5 cents per PPC ordinary share. The Special Dividend has been approved by the Financial Surveillance Department of the South African Reserve Bank as required in terms of the Listings Requirements of the JSE Limited. The gross Special Dividend of 33.5 cents per share from income reserves will be subject to dividend withholding tax at a rate of 20%. Consequently, a net Special Dividend of 26.8 cents per PPC share will be distributed to those shareholders who are not exempt from paying dividend tax. First trading day "ex Special Dividend is September 20, 2024 and payment date is September 23, 2024.
공시 • Jul 27PPC Ltd, Annual General Meeting, Sep 04, 2024PPC Ltd, Annual General Meeting, Sep 04, 2024. Location: the company`s offices, first floor, 5 parks boulevard, oxford parks, dunkeld, johannesburg 2196 South Africa
공시 • Jun 24PPC Ltd Declare Cash Dividend, Payable on 15 July, 2024PPC Ltd. declared cash dividend from retained earnings. The dividend withholding tax is 20% and a net cash dividend of 10,96 cents per share will be paid to those shareholders who are not exempt from dividend withholding tax. In accordance with the provisions of Strate, the electronic settlement and custody system used by the JSE Limited, the relevant dates for the cash dividend are as follows: Last day to trade "cum cash dividend" is 9 July, 2024. Shares commence trading "ex cash dividend" is 10 July, 2024. Record date is 12 July, 2024. Payment date is 15 July, 2024.
공시 • Jun 13PPC Ltd to Report Fiscal Year 2024 Results on Jun 24, 2024PPC Ltd announced that they will report fiscal year 2024 results on Jun 24, 2024
공시 • Jan 18PPC Ltd Announces Executive ChangesPPC Ltd. announced following the appointment of its new CEO, Matias Cardarelli, with effect from 1 December 2023, the board of directors of PPC (Board) has approved a substantially reorganized and strengthened Executive Committee (EXCO) in order to drive improved profitability and a sustainable return on capital for its South African business. The new EXCO includes several new roles aimed at enhancing operational excellence and strategic planning. This includes the appointment of a: Chief Operations Officer (COO) to focus on increasing efficiencies, productivity and cost reduction initiatives; a Chief Strategy Officer (CSO) who will work closely with the Chief Financial Officer (CFO), Brenda Berlin, to implement various profit improvement initiatives, and a Chief Revenue Officer (CRO). The CRO role will be assumed by Mokate Ramafoko, who will be responsible for creating a single revenue engine and boosting the company's top line. Ndima Rawana will continue in his role as Chief Human Resources Officer (CHRO) to oversee the building of a high performing team, and Kevin Ross will join the EXCO as Chief Legal and Compliance Officer and Company Secretary. Consequently, the company announced the recruitment of two new executives, Ernesto Acosta and Paulo Marques, who bring extensive global and South African cement industry experience. Ernesto Acosta, who will be taking on the role of COO, has spent 25 years with global cement company, Intercement, running different cement plants and operations in many regions and countries, most recently as its COO in South Africa. Paulo Marques will serve as CSO, having spent almost 20 years in various planning, control, strategy and finance positions in two international cement companies, Cimpor and Intercement, most recently as CFO in South Africa.
공시 • Nov 29PPC Ltd Announces CEO ChangesShareholders are referred to the announcement released on SENS on 4 September 2023, announcing the appointment of Mr. Matias Cardarelli as Chief Executive Officer of PPC subject to Matias receiving his work permit. The Board is announce that Matias' work permit has been issued and that he will formally take over from Roland van Wijnen with effect from 01 December 2023. The board would like to thank outgoing CEO Roland van Wijnen for his commitment, hard work, and loyalty to PPC, its shareholders, employees, and customers.
공시 • Nov 10+ 1 more updatePPC Ltd to Report First Half, 2024 Results on Nov 20, 2023PPC Ltd announced that they will report first half, 2024 results on Nov 20, 2023
공시 • Sep 05PPC Ltd Announces Appointment of Matias Cardarelli as Chief Executive OfficerFollowing the leadership update provided in June 2023, the board of directors of PPC Ltd. announced the appointment of Mr. Matias Cardarelli as Chief Executive Officer of PPC. His appointment follows an extensive search for a suitable successor for Mr. Roland van Wijnen, whose contract expired on 31 August 2023 and was extended to 31 December 2023 to facilitate an appropriate handover and transition. Mr. Cardarelli has a remarkable track record in the cement industry, across multiple emerging markets having importantly spent the last five years in South Africa as CEO and Chairman of Natal Portland Cement (NPC) part of Intercement group. During his tenure at NPC he successfully transformed the organisation by improving efficiencies, boosting margins and EBITDA, and increasing cash generation. With this deep understanding of the local industry and his proven leadership skillset, Mr. Cardarelli will play a pivotal role in continuing to drive PPC's growth, improve profitability and enhance returns. Prior to moving to South Africa in 2019 to join NPC, Mr. Cardarelli led the operational and financial turnaround of Amreyah Cement in Egypt and scaling-up of Yguazu Cementos in Paraguay. Following the onset of Covid 19 and the emergence of a new entrant in the Mozambican cement market, Mr. Cardarelli's portfolio was expanded to include Cimentos de Mozambique, where he successfully implemented an operational and commercial plan to return the company to profitability.