Exxaro Resources 향후 성장
Future 기준 점검 1/6
Exxaro Resources (는) 각각 연간 4.1% 및 7.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13% 로 예상됩니다.
핵심 정보
4.1%
이익 성장률
4.78%
EPS 성장률
| Oil and Gas 이익 성장 | 20.0% |
| 매출 성장률 | 7.6% |
| 향후 자기자본이익률 | 12.97% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 19
EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver
Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).내러티브 업데이트 • May 03
EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst
Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).내러티브 업데이트 • Apr 19
EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).
내러티브 업데이트 • Apr 05
EXX: Higher Future P E And Dividend Outlook Will Support Upside
Analysts have raised their price target for Exxaro Resources from ZAR240.00 to ZAR260.00, citing updated assumptions that include adjusted revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 17, 2026, to consider the approval of a gross final dividend of ZAR 10.00 per share (Key Developments).내러티브 업데이트 • Mar 21
EXX: Fair Value Will Reflect Higher Revenue Outlook And Pending Dividend Decision
Analysts have nudged their ZAR fair value estimate for Exxaro Resources slightly higher from ZAR215.67 to ZAR218.20, reflecting updated assumptions around revenue growth, profit margins and a lower forward P/E multiple. What's in the News A board meeting is scheduled for Mar 17, 2026, to consider approval of a gross final dividend of ZAR10.00 per share.
내러티브 업데이트 • Mar 07
EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple
Analysts have lifted their ZAR fair value estimate for Exxaro Resources from ZAR149.44 to ZAR195.00, citing updated assumptions for revenue growth, profit margins and a lower forward P/E as key drivers of the higher price target. Valuation Changes Fair Value: ZAR149.44 updated to ZAR195.00, reflecting a higher assessed valuation for Exxaro Resources.내러티브 업데이트 • Feb 21
EXX: Higher P/E Assumptions Will Support Value Despite Lower Production Guidance
Analysts have inched up their ZAR 215.66 price target on Exxaro Resources to about ZAR 215.67, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News Exxaro Resources issued revised production guidance for fiscal year 2025, now expecting total production of 39,577,000 tonnes compared with previous guidance of 41,204,000 tonnes (Key Developments).내러티브 업데이트 • Feb 07
EXX: Steady Fair Value And Lower Discount Rate Will Support Upside
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, citing only modest tweaks to inputs such as a slightly lower discount rate, broadly similar revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple as the basis for this unchanged price target. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, with total production now expected at 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).내러티브 업데이트 • Jan 23
EXX: Higher Margin Outlook Will Support A More Attractive Future P/E
Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, with the shift in assumptions, including slightly lower revenue growth and a higher profit margin alongside a reduced future P/E, used to fine tune rather than change their overall price target view. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).분석 기사 • Jan 12
There's No Escaping Exxaro Resources Limited's (JSE:EXX) Muted Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 5.5x might make it look like a buy right...내러티브 업데이트 • Jan 09
EXX: Higher Margin Outlook Will Offset Revised Production Guidance
Analysts have lifted their price target on Exxaro Resources from R201.01 to R215.66, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate and a modestly lower future P/E multiple. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).내러티브 업데이트 • Dec 26
EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple
Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.내러티브 업데이트 • Dec 12
EXX: Future Profit Margin Pressure Will Likely Weigh On Share Price
Analysts have slightly lowered their price target for Exxaro Resources from R150.02 to R149.44. This reflects expectations of stronger revenue growth, somewhat lower profit margins, and a modestly higher future price to earnings multiple.분석 기사 • Nov 11
Exxaro Resources (JSE:EXX) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Sep 18
Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...내러티브 업데이트 • Aug 27
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.분석 기사 • Aug 24
Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43
Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...분석 기사 • Aug 22
Benign Growth For Exxaro Resources Limited (JSE:EXX) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 5.6x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...분석 기사 • Jul 15
Exxaro Resources' (JSE:EXX) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • May 07
Improved Earnings Required Before Exxaro Resources Limited (JSE:EXX) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 4.7x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...분석 기사 • Apr 08
Returns On Capital Are Showing Encouraging Signs At Exxaro Resources (JSE:EXX)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
새로운 내러티브 • Mar 16
Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance
Exxaro's advancements in coal exports, efficiency, and cost management are expected to boost revenue and net margins by accessing more markets and optimizing production.분석 기사 • Jan 08
Returns At Exxaro Resources (JSE:EXX) Appear To Be Weighed Down
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...분석 기사 • Dec 12
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Nov 21
Exxaro Resources Limited (JSE:EXX) Looks Inexpensive But Perhaps Not Attractive Enough
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.5x might make it look like a strong buy...분석 기사 • Sep 18
Exxaro Resources (JSE:EXX) Has More To Do To Multiply In Value Going Forward
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...분석 기사 • Aug 23
Exxaro Resources' (JSE:EXX) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Investors were disappointed by Exxaro Resources Limited's ( JSE:EXX ) latest earnings release. We did some further...분석 기사 • Aug 04
Lacklustre Performance Is Driving Exxaro Resources Limited's (JSE:EXX) Low P/E
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...분석 기사 • Apr 10
Investors Aren't Buying Exxaro Resources Limited's (JSE:EXX) Earnings
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 3.8x might make it look like a strong buy...분석 기사 • Mar 15
We Think Exxaro Resources (JSE:EXX) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jan 17
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Dec 24
Exxaro Resources Limited's (JSE:EXX) Earnings Are Not Doing Enough For Some Investors
Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy...분석 기사 • Oct 10
Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Sep 14
Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 17
Exxaro Resources (JSE:EXX) Is Very Good At Capital Allocation
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...분석 기사 • May 30
Exxaro Resources (JSE:EXX) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Apr 03
The Market Doesn't Like What It Sees From Exxaro Resources Limited's (JSE:EXX) Earnings Yet
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...분석 기사 • Mar 19
Exxaro Resources Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Exxaro Resources Limited ( JSE:EXX ) missed earnings with its latest yearly results, disappointing overly-optimistic...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 53,559 | 8,875 | N/A | 9,295 | 6 |
| 12/31/2027 | 52,348 | 8,510 | N/A | 10,403 | 6 |
| 12/31/2026 | 50,145 | 8,945 | N/A | 10,884 | 6 |
| 12/31/2025 | 41,771 | 7,564 | 3,248 | 8,380 | N/A |
| 9/30/2025 | 42,047 | 7,871 | 4,452 | 8,716 | N/A |
| 6/30/2025 | 42,323 | 8,177 | 5,655 | 9,051 | N/A |
| 3/31/2025 | 41,524 | 7,951 | 5,803 | 8,738 | N/A |
| 12/31/2024 | 40,725 | 7,724 | 5,950 | 8,425 | N/A |
| 9/30/2024 | 39,731 | 8,399 | 6,290 | 9,012 | N/A |
| 6/30/2024 | 38,736 | 9,073 | 6,629 | 9,598 | N/A |
| 3/31/2024 | 38,717 | 10,183 | 7,530 | 10,364 | N/A |
| 12/31/2023 | 38,698 | 11,292 | 8,430 | 11,129 | N/A |
| 9/30/2023 | 40,840 | 11,387 | 9,557 | 11,761 | N/A |
| 6/30/2023 | 42,982 | 11,481 | 10,684 | 12,393 | N/A |
| 3/31/2023 | 44,676 | 12,654 | 11,721 | 13,402 | N/A |
| 12/31/2022 | 46,369 | 13,826 | 12,758 | 14,410 | N/A |
| 9/30/2022 | 43,163 | 13,260 | 11,717 | 13,564 | N/A |
| 6/30/2022 | 39,957 | 12,693 | 10,676 | 12,717 | N/A |
| 3/31/2022 | 36,364 | 11,948 | 8,319 | 10,575 | N/A |
| 12/31/2021 | 32,771 | 11,202 | 5,961 | 8,432 | N/A |
| 9/30/2021 | 31,381 | 10,399 | N/A | N/A | N/A |
| 6/30/2021 | 29,990 | 9,595 | 1,721 | 4,808 | N/A |
| 3/31/2021 | 29,457 | 8,332 | 2,019 | 5,151 | N/A |
| 12/31/2020 | 28,924 | 7,069 | 2,316 | 5,493 | N/A |
| 9/30/2020 | 28,384 | 7,380 | N/A | N/A | N/A |
| 6/30/2020 | 27,843 | 7,581 | 286 | 4,931 | N/A |
| 3/31/2020 | 26,785 | 7,640 | -1,156 | 4,207 | N/A |
| 12/31/2019 | 25,726 | 7,699 | -2,598 | 3,483 | N/A |
| 9/30/2019 | 25,459 | 7,856 | N/A | 4,039 | N/A |
| 6/30/2019 | 25,192 | 8,123 | N/A | 4,595 | N/A |
| 3/31/2019 | 25,342 | 7,523 | N/A | 5,012 | N/A |
| 12/31/2018 | 25,491 | 6,923 | N/A | 5,429 | N/A |
| 6/30/2018 | 24,337 | 2,747 | N/A | 5,669 | N/A |
| 3/31/2018 | 23,575 | 2,737 | N/A | 5,611 | N/A |
| 12/31/2017 | 22,813 | 2,726 | N/A | 5,553 | N/A |
| 6/30/2017 | 21,871 | 7,292 | N/A | 5,671 | N/A |
| 3/31/2017 | 21,384 | 6,430 | N/A | 5,107 | N/A |
| 12/31/2016 | 20,897 | 5,568 | N/A | 4,543 | N/A |
| 9/30/2016 | 20,333 | 2,963 | N/A | N/A | N/A |
| 6/30/2016 | 19,768 | 784 | N/A | 3,630 | N/A |
| 3/31/2016 | 19,049 | 686 | N/A | 3,813 | N/A |
| 12/31/2015 | 18,330 | 588 | N/A | 3,995 | N/A |
| 9/30/2015 | 17,822 | 1,678 | N/A | N/A | N/A |
| 6/30/2015 | 17,313 | 2,768 | N/A | 4,376 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: EXX 의 연간 예상 수익 증가율(4.1%)이 saving rate(9.8%) 미만입니다.
수익 vs 시장: EXX 의 연간 수익(4.1%)이 ZA 시장(15.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: EXX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: EXX 의 수익(연간 7.6%)이 ZA 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: EXX 의 수익(연간 7.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: EXX의 자본 수익률은 3년 후 13%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 07:08 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2025/12/31 |
| 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Exxaro Resources Limited는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mpumelelo Mthembu | Absa Bank Limited |
| Wade Napier | Avior Capital Markets |
| Caroline Learmonth | Barclays |