KGH Share Price Performance
zł0
-134.90 (-100.00%)
Price zł0
Fair Valuezł480.00
Share Pricen/a
Narrative Update • Jun 18
KGHM Polska Miedz S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 40 Fair Values set on narratives written by author
KGH Community Narratives
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Fair Value
·Fair Value zł480 30.2% undervalued intrinsic discount
Global Energy Transition And Emerging Markets Will Increase Copper Demand
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Fair Value
·Fair Value zł322.91 3.7% overvalued intrinsic discount
KGH: Revenue Prospects And Commodity Risks Will Shape Fair Outlook
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16users have followed this narrative
AN
Fair Value
·Fair Value zł155 116.1% overvalued intrinsic discount
Increasing Regulatory Costs And Falling Ore Grades Will Erode Margins
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Global Energy Transition And Emerging Markets Will Increase Copper Demand
KGHM could benefit as the world uses more copper for electrification and new infrastructure, while its overseas mines and in-house energy push may help it keep more profit from each tonne it produces. But aging Polish mines, tough regulation and taxes, and swings in metal prices and currencies could still squeeze results and derail expansion plans.Read more
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zł480
30.2% undervalued intrinsic discount
Fair Value
Revenue
8.41% p.a.
Profit Margin
20.07%
Future PE
13.24x
Price in 2029
zł665
KGH: Revenue Prospects And Commodity Risks Will Shape Fair Outlook
Copper demand keeps rising as the world electrifies, and KGHM looks set to benefit as it expands and upgrades mines while spreading operations beyond Poland. But heavy spending needs, shifting rules and taxes, currency swings, and the unpredictability of metal prices could still squeeze profits and cash flow.Read more
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zł322.91
3.7% overvalued intrinsic discount
Fair Value
Revenue
6.45% p.a.
Profit Margin
15.22%
Future PE
12.4x
Price in 2029
zł447.13
Increasing Regulatory Costs And Falling Ore Grades Will Erode Margins
Key Takeaways Declining ore quality and heightened regulatory costs are set to erode profitability and strain future earnings. Rising global competition and increased copper recycling threaten revenue growth and long-term market share.Read more
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zł155
116.1% overvalued intrinsic discount
Fair Value
Revenue
12.1% p.a.
Profit Margin
14.6%
Future PE
5.87x
Price in 2029
zł211.62
Trending Discussion
Recently Updated Narratives
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KGH: Nevada Option And Sierra Gorda Expansion Will Support Future Repricing
Fair Value: zł480 30.2% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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AN
KGH: Future Returns Will Depend On Mixed Broker Revisions Under Execution Risk
Fair Value: zł322.91 3.7% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
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KGH: Lower Future P/E Will Expose Overvaluation If Earnings Quality Weakens
Fair Value: zł155 116.1% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
KGHM Polska Miedz S.A. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 19, 2026
- 34.43
- 24.06%
- 17.53%
- 15.0%
About KGH
- Founded
- 1961
- Employees
- 34413
- CEO
- WebsiteView website
KGHM Polska Miedz S.A. engages in the exploration and mining of copper, nickel, precious metals, and non-ferrous metals in Poland and internationally. The company offers copper cathodes, wire rod, Cu - Ofe wire, Cu - Ag wire, and granules; silver and gold; molybdenum; rhenium; nickel; and lead, sulphuric acid, copper and nickel sulphate, and selenium products, as well as platinum, palladium, and rock salt products. It holds a portfolio of mines located in Europe, Asia, Australia, Africa, and the United States. The company was founded in 1961 and is headquartered in Lubin, Poland.
