S32 Share Price Performance
AU$3.85
0.45 (13.24%)
34.7% overvalued intrinsic discount
AU$2.86
Fair Value
Price AU$3.85
AnalystLowTarget AU$2.86
AnalystHighTarget AU$4.17
AnalystConsensusTarget AU$3.50
Fair ValueAU$2.86
Share Pricen/a
South32 Limited Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 121 Fair Values set on narratives written by author
S32 Community Narratives
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Fair Value AU$2.86 34.7% overvalued intrinsic discount
Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows
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Fair Value AU$4.17 7.7% undervalued intrinsic discount
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
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Fair Value AU$3.5 10.1% overvalued intrinsic discount
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
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S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
Key Takeaways Portfolio shift toward higher-return metals and efficiency gains position South32 for stronger margins and lower operational risk in a decarbonizing world. Strategic exploration, mine life extensions, and sustainability focus support future growth, earnings optionality, and premium market valuations.Read more
641
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AN
AU$3.5
10.1% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.39% p.a.
Profit Margin
14.29%
Future PE
13.53x
Price in 2029
AU$4.41
Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows
Catalysts About South32 South32 is a diversified mining and metals company focused on producing base metals and bulk commodities used in the global energy transition and industrial supply chains. What are the underlying business or industry changes driving this perspective?Read more
134
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AN
AU$2.86
34.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-3.04% p.a.
Profit Margin
16.79%
Future PE
11.69x
Price in 2028
AU$3.6
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
Catalysts About South32 South32 is a diversified mining and metals company producing base metals and bulk commodities that are critical to the global energy transition and industrial supply chains. What are the underlying business or industry changes driving this perspective?Read more
99
users have viewed this narrative1users have liked this narrative
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AN
AU$4.17
7.7% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
14.46% p.a.
Profit Margin
15.5%
Future PE
11.15x
Price in 2028
AU$5.26
Trending Discussion
Recently Updated Narratives
AN
S32: Mozal Suspension And Cannington Sale Prospects Will Shape Steady Outlook
Fair Value: AU$3.5 10.1% overvalued intrinsic discount
70 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows
Fair Value: AU$2.86 34.7% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
Fair Value: AU$4.17 7.7% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
South32 Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Jan 21, 2026
- 0.071
- 53.63%
- 5.32%
- 10.4%
About S32
- Founded
- 2000
- Employees
- 8892
- CEO
- WebsiteView website
South32 Limited operates as a diversified metals and mining company. The company operates through Worsley Alumina, Brazil Alumina, Brazil Aluminium, Hillside Aluminium, Mozal Aluminium, Sierra Gorda, Cannington, Hermosa, Australia Manganese, and South Africa Manganese segments. It has a portfolio of assets producing bauxite, alumina, aluminum, copper, silver, lead, zinc, and manganese products. The company has operations in Australia, Bahrain, China, Japan, Italy, Mozambique, South Africa, the Netherlands, Brazil, South Korea, the United States, rest of Middle East, rest of Asia, rest of Europe, rest of North America, and rest of Oceania. South32 Limited was incorporated in 2000 and is headquartered in Perth, Australia.
