PLS Group Limited

ASX:PLS Aktierapport

Börsvärde: AU$19.8b

PLS Group Förvaltning

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PLS Group VD är Dale Henderson, utsedd i Jul 2022, har en mandatperiod på 3.83 år. totala årliga ersättningen är A$ 5.09M, bestående av 28.9% lön 71.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.095% av företagets aktier, värda A$ 18.73M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.9 år respektive 4.6 år.

Viktig information

Dale Henderson

Verkställande direktör

AU$5.1m

Total ersättning

VD-lön i procent28.88%
Anställning som VD3.8yrs
Ägande av VD0.09%
Ledningens genomsnittliga anställningstid2.9yrs
Styrelsens genomsnittliga mandatperiod4.6yrs

Senaste uppdateringar av ledningen

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Nov 18
We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Recent updates

PLS: Index Inclusions And Steady Output Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group from A$5.80 to A$6.70, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, bringing it into a wider group of large Australian listed companies that index funds and benchmarked investors track (Key Developments).

PLS: Index Additions Will Not Prevent Future P/E Constraining Upside

Analysts have revised their price target on PLS Group to A$4.78 from A$4.57, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News PLS Group Limited (ASX:PLS) has been added to the S&P/ASX 50 Index, putting the company alongside some of the larger and more traded names on the Australian market (Key Developments).

PLS: Lower Assumed Future P/E Will Constrain Share Price Upside

Analysts have lifted their price target for PLS Group to A$4.57 from A$3.00, reflecting updated assumptions for higher revenue growth, a stronger profit margin profile and a lower future P/E multiple. What's in the News PLS Group Limited added to the S&P/ASX 50 Index, increasing its visibility among large Australian equities (Key Developments).

PLS: Higher Margins And Steady Output Will Support Stronger Share Pricing

Analysts have modestly revised their price target on PLS Group to A$5.80. This reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged.

PLS: Higher Margins And Solid Output Will Support Stronger Share Pricing

Analysts have nudged their price target for PLS Group higher to A$5.80 from A$5.60, pointing to updated assumptions that combine a slightly higher discount rate with revised expectations for revenue growth, profit margins and future P/E. What's in the News PLS Group reported production results for the first half of fiscal 2026, with output of 432.8 Kt compared with 408.3 Kt in the same period a year earlier (Key Developments).

PLS: Rich Multiple Will Likely Persist Despite Higher Margins And Rebranding

Analysts have raised their price target for PLS Group to A$2.63 from A$2.40, citing updated assumptions for higher revenue, improved profit margins and a lower future P/E multiple. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited.

PLS: Rebranding And Higher Margin Outlook Will Support Stronger Share Pricing

Analysts have raised their price target for PLS Group after updating their assumptions for fair value, revenue growth, profit margins and a lower future P/E multiple, resulting in a higher implied valuation for the shares. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, marking a formal rebranding of the listed entity (Key Developments).

PLS: Rich Multiple Will Likely Outweigh Stronger Margins Going Forward

Analysts have raised their price target on PLS Group from A$2.10 to A$2.40, citing updated assumptions based on higher expected revenue, an improved profit margin profile and a lower future P/E estimate in their models. What's in the News PLS Group is the new corporate name for Pilbara Minerals Limited, following an official change on November 25, 2025.

PLS: Elevated Future P/E Will Constrain Returns Despite Firmer Margins

The analyst price target for PLS Group remains at US$2.10, with analysts citing slightly adjusted assumptions for revenue growth, profit margins and future P/E as the basis for maintaining this level. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited, reflecting the new corporate identity of the company (Key Developments).

PLS: Future Profits Will Lag Stronger Revenue As Margins Compress

Analysts have raised their price target on PLS Group significantly to reflect stronger projected revenue growth and higher perceived fair value, despite moderating profit margin expectations and a higher discount rate. What's in the News Pilbara Minerals Limited has rebranded as PLS Group Limited, signaling a broader corporate identity and strategic repositioning (company announcement).

PLS: Higher Discount Rate And Margin Pressure Will Limit Share Price Upside

Analysts have raised their price target for PLS Group from $2.89 to $3.00, citing revised expectations for slightly higher revenue growth and valuation multiples, even though there is a modest reduction in projected profit margins. What's in the News On November 25, 2025, Pilbara Minerals Limited changed its name to PLS Group Limited (Key Developments).

We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

Nov 18
We Think Pilbara Minerals Limited's (ASX:PLS) CEO Compensation Package Needs To Be Put Under A Microscope

PLS: Rising Lithium Uncertainty Will Likely Limit Further Share Price Upside

The analyst price target for Pilbara Minerals has risen to A$2.89 from A$2.69. Analysts cite improving lithium prices and moderately stronger company fundamentals as key drivers of the upward revision.

PLS: Recent Price Rally Will Limit Further Upside Amid Market Uncertainty

The average analyst price target for Pilbara Minerals has increased by A$0.46 to A$2.69, as analysts cite improving profit margins, stronger forecasted revenue growth, and expectations of firmer lithium prices as key drivers behind the upward revision. Analyst Commentary Recent updates from equity research firms reflect a diversity of opinion on the outlook for Pilbara Minerals, with revisions both upwards and downwards in response to developments in the lithium market and company-specific performance.

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has been raised from A$2.16 to A$2.23, as analysts cite a shift towards higher lithium price expectations. This comes despite continued caution around sustainability and valuation in the sector.

Pilgangoora Expansion And Global Transition Will Empower Lithium Opportunities

Pilbara Minerals' analyst price target has increased modestly, rising by A$0.03 to A$2.16. Analysts cite sustained high lithium prices but express caution regarding valuation following recent share price gains.

Major Plant Expansions And Advanced Technology Will Unlock Lithium Potential

Analysts have raised Pilbara Minerals' price target to A$2.13, reflecting improved expectations for lithium prices and commodity fundamentals, though sentiment remains more neutral given recent share price appreciation and valuation concerns. Analyst Commentary Upward revisions to price targets based on expectations of higher lithium prices.

AU$2.13 - That's What Analysts Think Pilbara Minerals Limited (ASX:PLS) Is Worth After These Results

Aug 27
AU$2.13 - That's What Analysts Think Pilbara Minerals Limited (ASX:PLS) Is Worth After These Results

Improved Revenues Required Before Pilbara Minerals Limited (ASX:PLS) Stock's 29% Jump Looks Justified

Aug 17
Improved Revenues Required Before Pilbara Minerals Limited (ASX:PLS) Stock's 29% Jump Looks Justified

A Look At The Intrinsic Value Of Pilbara Minerals Limited (ASX:PLS)

Aug 01
A Look At The Intrinsic Value Of Pilbara Minerals Limited (ASX:PLS)

Pilbara Minerals Limited (ASX:PLS) Shares Fly 34% But Investors Aren't Buying For Growth

Jul 03
Pilbara Minerals Limited (ASX:PLS) Shares Fly 34% But Investors Aren't Buying For Growth
User avatar

Strategic P1000 Expansion And POSCO Partnership Propel Lithium Growth And Boost Margins

Strategic projects and acquisitions aim to enhance production capacity, diversify revenue, and reduce costs, improving operational efficiency and future growth prospects.

Analys av ersättningar till VD

Hur har Dale Henderson:s ersättning förändrats jämfört med PLS Group:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

-AU$94m

Sep 30 2025n/an/a

-AU$145m

Jun 30 2025AU$5mAU$1m

-AU$196m

Mar 31 2025n/an/a

-AU$114m

Dec 31 2024n/an/a

-AU$33m

Sep 30 2024n/an/a

AU$112m

Jun 30 2024AU$4mAU$1m

AU$257m

Mar 31 2024n/an/a

AU$813m

Dec 31 2023n/an/a

AU$1b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$4mAU$1m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$1b

Jun 30 2022AU$1mAU$491k

AU$562m

Mar 31 2022n/an/a

AU$323m

Dec 31 2021n/an/a

AU$84m

Sep 30 2021n/an/a

AU$16m

Jun 30 2021AU$1mAU$375k

-AU$51m

Mar 31 2021n/an/a

-AU$54m

Dec 31 2020n/an/a

-AU$57m

Sep 30 2020n/an/a

-AU$78m

Jun 30 2020AU$754kAU$411k

-AU$99m

Mar 31 2020n/an/a

-AU$90m

Dec 31 2019n/an/a

-AU$80m

Sep 30 2019n/an/a

-AU$55m

Jun 30 2019AU$688kAU$429k

-AU$29m

Ersättning vs marknad: Dale s total kompensation ($USD 3.68M ) är ungefär genomsnittet för företag av liknande storlek på Australian marknaden ($USD 3.89M ).

Ersättning vs inkomst: Ersättningen för Dale har ökat samtidigt som företaget är olönsamt.

VD OCH KONCERNCHEF

Dale Henderson

3.8yrs
Anställning
AU$5,089,542
Kompensation

Mr. Dale Robert Henderson, B Eng (Civil), GAICD, is Non-Executive Director of Posco Lithium Solution from December 8, 2022. He had been Chief Operating Officer at Pilbara Minerals Limited since March 05, 2...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Dale Henderson
MD, CEO & Executive Director3.8yrsAU$5.09m0.095%
A$ 18.7m
Flavio Garofalo
Interim Chief Financial Officerless than a yearAU$770.09kinga uppgifter
Brett McFadgen
Chief Operating Officer1.8yrsinga uppgifteringa uppgifter
James Fuller
Manager of IRno datainga uppgifteringa uppgifter
Sandra McInnes
Chief People & Sustainability Officer3.3yrsinga uppgifteringa uppgifter
John Stanning
Chief Development Officer3.3yrsinga uppgifteringa uppgifter
Danielle Webber
Company Secretary2.5yrsinga uppgifteringa uppgifter
2.9yrs
Genomsnittlig anställningstid

Erfaren ledning: PLS s ledningsgrupp anses vara erfaren ( 2.9 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Dale Henderson
MD, CEO & Executive Directorno dataAU$5.09m0.095%
A$ 18.7m
Kathleen Conlon
Independent Non-Executive Chairman2.3yrsAU$425.00k0.0025%
A$ 502.5k
Nicholas Cernotta
Independent Non-Executive Director9.3yrsAU$218.49k0.011%
A$ 2.2m
Sally-Anne Layman
Independent Non-Executive Director8.1yrsAU$223.00k0.0053%
A$ 1.1m
Miriam Stanborough
Independent Non-Executive Director4.6yrsAU$203.92k0.0036%
A$ 706.3k
Robert Nicholson
Non-Executive Directorless than a yearinga uppgifter0.00093%
A$ 184.0k
4.6yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren styrelse: PLS s styrelse anses vara erfaren ( 4.6 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 05:59
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

PLS Group Limited bevakas av 33 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Aryan NoroziBarrenjoey Markets Pty Limited
Glyn LawcockBarrenjoey Markets Pty Limited
Josh KannourakisBarrenjoey Markets Pty Limited