S32 Share Price Performance
AU$0
-3.02 (-100.00%)
Price AU$0
Fair ValueAU$4.72
Share Pricen/a
New Narrative • Jul 25
South32 Limited Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 149 Fair Values set on narratives written by author
S32 Community Narratives
AN
Fair Value
·Fair Value AU$4.72 3.9% undervalued intrinsic discount
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
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AN
Fair Value
·Fair Value AU$5.96 24.0% undervalued intrinsic discount
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
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3users have followed this narrative
JA
Fair Value
·Fair Value AU$4.17 8.7% overvalued intrinsic discount
S32 on Solid Ground
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S32 on Solid Ground
South32 looks steady on today’s business, but the bigger story is what happens if it reshapes the company by selling its aluminium assets and ramping up new copper and zinc projects. The upside is clear, yet approvals, build costs, and swings in metal prices could quickly change the outcome.Read more
JA
AU$4.17
8.7% overvalued intrinsic discount
Fair Value
Revenue
6.98% p.a.
Profit Margin
6.67%
Future PE
35.62x
Price in 2031
AU$6.29
Energy Transition Metals Demand Will Drive Strong Long Term Earnings Power
South32 sits in the middle of the push to electrify and modernize industry, and rising demand for key metals could lift sales and profits as new and expanded operations come online. But the upside depends on reliable power and water, smooth project delivery, and aging mines not becoming a drag on costs and output.Read more
AN
AU$5.96
24.0% undervalued intrinsic discount
Fair Value
Revenue
5.7% p.a.
Profit Margin
23.72%
Future PE
14.52x
Price in 2029
AU$7.65
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
South32 is shifting away from coal and leaning harder into metals used in cleaner energy, while trying to lift output and efficiency across key sites. The big question is whether new projects and longer mine lives can outweigh power, cost, and permitting risks that could disrupt production.Read more
AN
AU$4.72
3.9% undervalued intrinsic discount
Fair Value
Revenue
5.36% p.a.
Profit Margin
18.57%
Future PE
14.8x
Price in 2029
AU$6.01
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
AN
AU$2.86
58.5% overvalued intrinsic discount
Fair Value
Revenue
-3.04% p.a.
Profit Margin
16.79%
Future PE
11.69x
Price in 2028
AU$3.6
Trending Discussion
No trending discussion available.
Recently Updated Narratives
JA
S32 on Solid Ground
Fair Value: AU$4.17 8.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
S32: Aluminium Exit To Alcoa Will Fund Future Electrification Metals Pivot
Fair Value: AU$5.96 24.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
S32: Citi Upgrade And Hermosa Progress Will Shape Future Copper And Aluminium Upside
Fair Value: AU$4.72 3.9% undervalued intrinsic discount
82 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
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Snowflake Analysis
South32 Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 26, 2026
- 0.088
- 54.47%
- 6.67%
- 10.3%
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.
Recent S32 News & Updates
Narrative Update • Jul 17
