EXX Share Price Performance
R208.83
56.46 (37.05%)
7.1% overvalued intrinsic discount
R195.00
Fair Value
Price R208.83
AnalystLowTarget R195.00
AnalystConsensusTarget R256.40
AnalystHighTarget R260.00
Fair ValueR195.00
Share Pricen/a
Exxaro Resources Limited Stock Price
- 3 Narratives written by author
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- 55 Fair Values set on narratives written by author
EXX Community Narratives
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Fair Value R195 7.1% overvalued intrinsic discount
Accelerating Decarbonization Will Erode Coal Revenues And Exports
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Fair Value R256.4 18.6% undervalued intrinsic discount
Global Decarbonisation In Asia And India Will Undermine Coal Exports
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AN
Fair Value R260 19.7% undervalued intrinsic discount
Urbanization And Rail Reforms Will Unlock 75% Coal Market
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Global Decarbonisation In Asia And India Will Undermine Coal Exports
Key Takeaways The market is overly optimistic about Exxaro's coal-dependent future, underestimating structural threats from decarbonisation and renewable energy growth. Diversification into renewables and transition metals is lagging, leaving future earnings and shareholder returns exposed to long-term decline risks.Read more
164
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24users have followed this narrative
AN
R256.4
18.6% undervalued intrinsic discount
Fair Value
Revenue
8.64% p.a.
Profit Margin
16.57%
Future PE
10x
Price in 2029
R402.67
Urbanization And Rail Reforms Will Unlock 75% Coal Market
Key Takeaways Exxaro is poised to capture major market share and outperform earnings expectations through operational efficiency, resilient assets, and increased export capacity. Strategic entry into critical minerals and logistics reforms will drive revenue diversity, margin resilience, and sustained cash generation amid tightening global supply.Read more
90
users have viewed this narrative0users have liked this narrative
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AN
R260
19.7% undervalued intrinsic discount
Fair Value
Revenue
13.07% p.a.
Profit Margin
12.11%
Future PE
12.31x
Price in 2029
R408.33
Accelerating Decarbonization Will Erode Coal Revenues And Exports
Key Takeaways Shrinking coal demand and slow diversification increase earnings volatility, regulatory risks, and pressure on Exxaro's long-term growth and cash generation. Rising environmental costs, investor divestment, and operational challenges threaten margins, while expansion outside coal faces high execution and performance risks.Read more
50
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AN
R195
7.1% overvalued intrinsic discount
Fair Value
Revenue
5.04% p.a.
Profit Margin
18.16%
Future PE
8.2x
Price in 2029
R305.49
Trending Discussion
Recently Updated Narratives
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EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision
Fair Value: R256.4 18.6% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
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AN
EXX: Higher Future P E And Dividend Outlook Will Support Upside
Fair Value: R260 19.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple
Fair Value: R195 7.1% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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Snowflake Analysis
Exxaro Resources Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 32.30
- 57.18%
- 18.11%
- 17.6%
About EXX
- Founded
- 2000
- Employees
- n/a
- CEO
- WebsiteView website
Exxaro Resources Limited engages in coal, pigment manufacturing, and renewable energy businesses in South Africa, Europe, Asia, and internationally. The company mines and supplies thermal coal, metallurgical coal, and semi-soft coking coal products primarily in the Waterberg and Mpumalanga regions; manufactures ferrosilicon powder; and provides iron ore. Its energy solutions business consists of 229 megawatts of wind power generation assets. The company was formerly known as Kumba Resources Limited and changed its name to Exxaro Resources Limited in November 2006. Exxaro Resources Limited was incorporated in 2000 and is based in Centurion, South Africa.