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S32 logo

South32 Limited Stock Price

ASX:S32 Community·AU$23.8b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 163 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

S32 Share Price Performance

AU$0
-2.55 (-100.00%)
​
AU$6.04
Fair Value
AU$0
-2.55 (-100.00%)
​
Price AU$0
Thu, 3 Sep 26
Fair ValueAU$6.04
Share Pricen/a

S32 Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value AU$6.04 13.3% undervalued intrinsic discount

Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power

1users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value AU$4.72 11.1% overvalued intrinsic discount

S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns

2users have liked this narrative
1users have commented on this narrative
85users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value AU$4.07 28.8% overvalued intrinsic discount

Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
S32 logo
South32
25.7% overvalued intrinsic discount

S32 on Solid Ground

View narrative
JA
Jamesiskindacool
Jamesiskindacool
Published 25 Jul
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S32 logo
South32
13.3% undervalued intrinsic discount

Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
Read Narrative
S32 logo
South32
11.1% overvalued intrinsic discount

S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 19 Jun
Read Narrative
S32 logo
South32
28.8% overvalued intrinsic discount

Electrification Expansion And Hermosa Build-Out Will Likely Pressure Margins And Cash Flows

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 31 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

JA
Jamesiskindacool
S32 logo

S32 on Solid Ground

Fair Value: AU$4.17 25.7% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
S32 logo

S32: Aluminium Exit And Copper Expansion Will Support Long-Term Portfolio Reweighting

Fair Value: AU$6.04 13.3% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
S32 logo

S32: Aluminum Asset Sale Will Expose Portfolio To Execution Risk

Fair Value: AU$4.07 28.8% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
3 Rewards
View Full Analysis

South32 Limited Key Details

US$5.9b

Revenue

US$2.8b

Cost of Revenue

US$3.1b

Gross Profit

US$2.0b

Other Expenses

US$1.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 19, 2026
0.24
52.22%
17.86%
11.4%
View Full Analysis

About S32

Founded
2000
Employees
6867
CEO
Matthew Daley
WebsiteView website
www.south32.net

South32 Limited operates as a diversified metals and mining company. The company operates through Sierra Gorda, Cannington, Hermosa, Australia Manganese, South Africa Manganese, and Mozal Aluminium segments. It explores for copper, silver, lead, zinc, manganese, and base metal deposits. The company has operations in Australia, Bahrain, Brazil, China, Italy, Japan, Mozambique, the Netherlands, South Africa, the United States, rest of Africa, rest of Asia, rest of Europe, rest of the Middle East, rest of North America, and rest of Oceania. South32 Limited was incorporated in 2000 and is headquartered in Perth, Australia.

Recent S32 News & Updates

User avatar
Narrative Update • Sep 03

S32: Aluminium Exit And Copper Expansion Will Support Long-Term Portfolio Reweighting

Analysts have adjusted the South32 price target to A$5.79 from A$6.04, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions following recent sector research and deal activity. Analyst Commentary Recent Street research on South32 highlights a mix of target price changes and deal related views, with bullish analysts still pointing to upside potential based on execution and asset quality.

Recent updates

No updates

South32 Limited Competitors

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