PPC 향후 성장
Future 기준 점검 0/6
PPC 의 수익은 연간 29.6% 감소할 것으로 예상되는 반면, 연간 수익은 4.7% 로 증가할 것으로 예상됩니다. EPS는 연간 26.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.1% 로 예상됩니다.
핵심 정보
-29.6%
이익 성장률
26.73%
EPS 성장률
| Basic Materials 이익 성장 | 9.8% |
| 매출 성장률 | 4.7% |
| 향후 자기자본이익률 | 14.05% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 23 Mar 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • May 08
Should You Think About Buying PPC Ltd (JSE:PPC) Now?
PPC Ltd ( JSE:PPC ), might not be a large cap stock, but it saw a decent share price growth of 19% on the JSE over the...
내러티브 업데이트 • Apr 25
PPC: Modest Price Trims Will Highlight Resilient Earnings Power
Analysts have trimmed their ZAR price targets on PPC by ZAR 2 to ZAR 5, citing updated views on risk, profitability and sector conditions. This feeds into a slightly higher discount rate and essentially unchanged fair value in this model.내러티브 업데이트 • Apr 10
PPC: Sector Risk Repricing Will Shape Fairly Valued Outlook
Analysts have trimmed their ZAR price targets for PPC by ZAR2, reflecting updated views on sector risks and returns while maintaining largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent price target changes for PPC highlight how closely analysts are watching the balance between sector risks, expected returns and what they see as fair value.내러티브 업데이트 • Mar 26
PPC: Higher Future P/E And Regulatory Shakeup Will Drive Upside Potential
Analysts have adjusted their ZAR price targets on PPC, with the latest move reflecting new views on slower revenue and margin assumptions, alongside a much higher future P/E multiple. Analyst Commentary Recent Street research on comparable building materials and industrial names highlights how quickly price targets can move when assumptions on pricing, revenue growth and P/E multiples are revisited.내러티브 업데이트 • Mar 12
PPC: Stable Assumptions And Regulatory Overhang Will Shape Future Upside Potential
Analysts have lifted their PPC price target by ZAR2, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. Analyst Commentary Recent price target revisions for PPC reflect updated inputs on discount rates, revenue assumptions, profit margins and the future P/E that still align with earlier broad expectations.내러티브 업데이트 • Feb 24
PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook
Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.내러티브 업데이트 • Feb 10
PPC: Tariff Relief And Stable Assumptions Will Shape Balanced Outlook
Analysts have trimmed their price expectations for PPC, reflecting a slightly lower assumed discount rate and a modestly reduced future P/E multiple as they reassess the risk profile around similar fair value assumptions. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas, targeting lower grocery costs for consumers (Bloomberg).내러티브 업데이트 • Jan 25
PPC: Tariff Relief And Higher EPS Guidance Will Support Bullish Case
Analysts have modestly adjusted their price target on PPC, bringing the new figure closer to their fair value view as small refinements in the discount rate and forward P/E assumptions feed through their models. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas in an effort to ease grocery costs, with Pilgrim's Pride listed among the publicly traded companies that could be affected (Bloomberg).내러티브 업데이트 • Jan 11
PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook
Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).내러티브 업데이트 • Dec 27
PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside
Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.내러티브 업데이트 • Dec 13
PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside
Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.내러티브 업데이트 • Nov 28
PPC: Shares Will Benefit From Imminent Food Tariff Reductions
Analysts have raised their price target for PPC from $5.60 to $6.80, citing expectations of stronger revenue growth and improved profit margins, as reflected in updated forecasts. What's in the News President Trump is preparing to sign an order that will reduce tariffs on beef, tomatoes, coffee, and bananas.분석 기사 • Jun 16
PPC (JSE:PPC) Is Posting Promising Earnings But The Good News Doesn’t Stop There
PPC Ltd ( JSE:PPC ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift in...분석 기사 • Jun 11
PPC (JSE:PPC) Could Easily Take On More Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Apr 30
PPC Ltd (JSE:PPC) Investors Are Less Pessimistic Than Expected
There wouldn't be many who think PPC Ltd's ( JSE:PPC ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention when...분석 기사 • Mar 04
Is PPC (JSE:PPC) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
새 내러티브 • Feb 24
Restructuring And Partnerships Will Improve Efficiency In Cement Operations
Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability.분석 기사 • Jul 26
What Does PPC Ltd's (JSE:PPC) Share Price Indicate?
PPC Ltd ( JSE:PPC ), is not the largest company out there, but it received a lot of attention from a substantial price...분석 기사 • Sep 21
Here's What To Make Of PPC's (JSE:PPC) Decelerating Rates Of Return
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...분석 기사 • Jun 26
Auditors Are Concerned About PPC (JSE:PPC)
The harsh reality for PPC Ltd ( JSE:PPC ) shareholders is that its auditors, Deloitte & Touche LLP, expressed doubts...분석 기사 • Mar 26
Is PPC (JSE:PPC) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Feb 19
How Much Did PPC's(JSE:PPC) Shareholders Earn From Share Price Movements Over The Last Five Years?
PPC Ltd ( JSE:PPC ) shareholders will doubtless be very grateful to see the share price up 149% in the last quarter...분석 기사 • Jan 15
How Much Of PPC Ltd (JSE:PPC) Do Institutions Own?
If you want to know who really controls PPC Ltd ( JSE:PPC ), then you'll have to look at the makeup of its share...분석 기사 • Dec 11
PPC (JSE:PPC) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2028 | 11,413 | 330 | 1,547 | 1,817 | 1 |
| 3/31/2027 | 10,689 | 231 | 1,692 | 1,443 | 1 |
| 3/31/2026 | 10,249 | 719 | 1,523 | 1,716 | 1 |
| 9/30/2025 | 10,186 | 516 | 892 | 1,306 | N/A |
| 6/30/2025 | 10,029 | 491 | 963 | 1,358 | N/A |
| 3/31/2025 | 9,871 | 466 | 1,033 | 1,410 | N/A |
| 12/31/2024 | 9,854 | 287 | 664 | 1,063 | N/A |
| 9/30/2024 | 9,836 | 107 | 295 | 716 | N/A |
| 6/30/2024 | 9,947 | 46 | 347 | 761 | N/A |
| 3/31/2024 | 10,058 | -16 | 398 | 806 | N/A |
| 12/31/2023 | 9,292 | -101 | 561 | 955 | N/A |
| 9/30/2023 | 8,525 | -187 | 724 | 1,104 | N/A |
| 6/30/2023 | 8,432 | -304 | 593 | 973 | N/A |
| 3/31/2023 | 8,339 | -421 | 461 | 841 | N/A |
| 12/31/2022 | 9,097 | -615 | N/A | N/A | N/A |
| 9/30/2022 | 9,854 | -809 | 379 | 839 | N/A |
| 6/30/2022 | 9,868 | -406 | 427 | 942 | N/A |
| 3/31/2022 | 9,882 | -4 | 474 | 1,045 | N/A |
| 12/31/2021 | 9,840 | 714 | 643 | 1,179 | N/A |
| 9/30/2021 | 9,797 | 1,687 | 811 | 1,313 | N/A |
| 6/30/2021 | 9,368 | 1,509 | 896 | 1,339 | N/A |
| 3/31/2021 | 8,938 | 1,330 | 981 | 1,364 | N/A |
| 9/30/2020 | 7,995 | -212 | 477 | 988 | N/A |
| 6/30/2020 | 8,333 | -187 | 185 | 726 | N/A |
| 3/31/2020 | 8,671 | -162 | -107 | 463 | N/A |
| 12/31/2019 | 10,043 | -512 | 46 | 702 | N/A |
| 9/30/2019 | 9,845 | 382 | 277 | 920 | N/A |
| 6/30/2019 | 10,170 | 309 | N/A | 1,089 | N/A |
| 3/31/2019 | 10,494 | 235 | N/A | 1,257 | N/A |
| 12/31/2018 | 10,587 | 201 | N/A | 1,199 | N/A |
| 9/30/2018 | 10,680 | 167 | N/A | 1,141 | N/A |
| 6/30/2018 | 10,476 | 158 | N/A | 1,286 | N/A |
| 3/31/2018 | 10,271 | 149 | N/A | 1,430 | N/A |
| 12/31/2017 | 9,972 | 217 | N/A | 1,285 | N/A |
| 9/30/2017 | 9,673 | 285 | N/A | 1,140 | N/A |
| 6/30/2017 | 9,810 | 153 | N/A | 1,145 | N/A |
| 3/31/2017 | 9,641 | 93 | N/A | 853 | N/A |
| 6/30/2016 | 9,149 | 627 | N/A | 272 | N/A |
| 3/31/2016 | 9,002 | 738 | N/A | 668 | N/A |
| 9/30/2015 | 9,227 | 698 | N/A | 1,847 | N/A |
| 6/30/2015 | 9,325 | 659 | N/A | 1,972 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: PPC 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -29.6%).
수익 vs 시장: PPC 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -29.6%).
고성장 수익: PPC 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: PPC 의 수익(연간 4.7%)이 ZA 시장(연간 7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: PPC 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: PPC의 자본 수익률은 3년 후 14.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/08 18:34 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2025/03/31 |
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 |
|
* 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
PPC 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.
| 분석가 | 기관 |
|---|---|
| Gari Chigwedere | Avior Capital Markets |
| Rasia Naidoo | BofA Global Research |
| Rowan Goeller | Chronux Research |