South32 Limited

ASX:S32 Aktierapport

Börsvärde: AU$19.6b

South32 Framtida tillväxt

Future kriterier kontrolleras 3/6

South32 förväntas öka intäkter och intäkter med 26.2% respektive 2.1% per år. EPS förväntas tillväxt med 30.7% per år. Avkastningen på eget kapital förväntas bli 12.6% om 3 år.

Viktig information

26.2%

Tillväxttakt i vinsten

30.69%

Tillväxttakt för EPS

Metals and Mining vinsttillväxt14.8%
Intäkternas tillväxttakt2.1%
Framtida avkastning på eget kapital12.56%
Bevakning av analytiker

Good

Senast uppdaterad09 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse • Jun 02

S32: Citi Upgrade And Hermosa Progress Will Shape Balanced Future Prospects

Analysts have lifted their South32 price target to A$3.00 from A$2.80, reflecting updated assumptions for slightly higher fair value, discount rate, revenue growth, profit margin and a modestly lower future P/E multiple. Analyst Commentary Recent research has focused on how updated assumptions feed into South32's valuation, with the higher price targets pointing to a reassessment of fair value rather than a change in rating stance in some cases.
Uppdatering av berättelse • May 09

S32: Citi Upgrade And Hermosa Progress Will Support Future Upside

Analysts now see South32's fair value at about A$4.63 per share, down from roughly A$4.91. This reflects updated assumptions for revenue growth, profit margins and a higher future P/E, despite recent Street research that has included an upgrade and a higher price target from Citi.
Uppdatering av berättelse • Apr 25

S32: Citi Upgrade And West Musgrave Option Will Drive Future Upside

Analysts have lifted their A$ price target for South32 slightly, reflecting updated assumptions for fair value, revenue growth, discount rate and future P/E after recent supportive research. Analyst Commentary Recent research has focused on how revised assumptions for fair value, revenue trajectories, discount rate and future P/E feed into South32's updated price targets.
Uppdatering av berättelse • Apr 09

S32: Recent Upgrades And West Musgrave Option Will Shape Balanced Outlook

Narrative Update Analysts have lifted their price target for South32 to A$4.84 from A$4.78, citing slightly higher assumed profit margins and a modestly higher future P/E multiple. Together, these factors offset a more cautious revenue growth outlook and an updated discount rate.
Uppdatering av berättelse • Mar 26

S32: UBS Upgrade And West Musgrave Option Will Shape Bullish Outlook

South32's updated analyst price target has moved from A$4.69 to A$4.78, with analysts pointing to refreshed fair value estimates and slightly adjusted discount rate and P/E assumptions following recent target hikes and upgrades from the Street. Analyst Commentary Recent research points to a more refined view of South32, with target changes and an upgrade reflecting how analysts are reassessing valuation, execution risks and growth options rather than reacting to a single catalyst.
Uppdatering av berättelse • Mar 08

S32: UBS Upgrade And Mozal Power Shift Will Guide Balanced Outlook

Analysts have nudged their fair value estimate for South32 slightly higher to A$4.69 from A$4.67, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E following recent price target and rating changes at major brokers. Analyst Commentary Recent Street research highlights a mix of optimism and caution around South32, with valuation adjustments and rating changes reflecting differing views on how the company may execute on its plans and how that might flow through to earnings and cash flow.
Uppdatering av berättelse • Feb 21

S32: UBS Upgrade And Mozal Power Move Will Shape Balanced Outlook

Analysts have lifted their A$ fair value estimate for South32 from about A$4.37 to roughly A$4.67, reflecting updated views on revenue growth, margins and future P/E after recent price target revisions and upgrades from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade and higher price target as support for the revised A$ fair value estimate, suggesting that current pricing assumptions for South32 may be too conservative relative to their outlook.
Uppdatering av berättelse • Feb 05

S32: UBS Upgrade And Mozal Power Transition Will Shape Balanced Outlook

Analysts have lifted their price target on South32 by about A$0.22, citing updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E assumptions following recent research, including the latest UBS upgrade. Analyst Commentary Recent research, including the latest UBS upgrade, highlights a mix of supportive and cautious views on South32's outlook and valuation.
Uppdatering av berättelse • Jan 22

S32: Mozal Power Uncertainty And Improved Margins Will Shape Steady Outlook

Analysts have lifted their price target on South32 to around A$4.15 from about A$3.50, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News South32 plans to place the Mozal Aluminium operation on care and maintenance on or around 15 March 2026 after not securing a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).
Uppdatering av berättelse • Jan 07

S32: Mozal Suspension And Cannington Sale Prospects Will Shape Steady Outlook

Analysts have nudged their price target for South32 slightly higher to A$3.50 from about A$3.48, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News South32 plans to place the Mozal Aluminium operation in Mozambique on care and maintenance on or around 15 March 2026, as it has not secured a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).
Uppdatering av berättelse • Dec 15

S32: Cannington Sale Prospects Will Shape Outlook Amid Steady Earnings Expectations

Narrative Update on South32 The analyst price target for South32 has been raised from $3.38 to $3.48 as analysts factor in slightly stronger long term revenue growth and higher future valuation multiples. This is partially offset by modestly lower profit margin expectations and a marginally higher discount rate.
Uppdatering av berättelse • Nov 29

S32: Outlook Will Balance Cannington Sale Process And Consistent Earnings Performance

Analysts have slightly increased their price target for South32, raising the estimated fair value from $3.32 to $3.38 per share. This adjustment reflects updated discount rate assumptions.
Uppdatering av berättelse • Nov 15

S32: Outlook Will Reflect Mine Sale Talks And Stable Operations Into 2026

South32’s analyst price target has been modestly raised from $3.30 to $3.32, as analysts cite improved revenue growth forecasts. This increase is partially offset by a slightly higher discount rate and a marginally lower profit margin outlook.
Uppdatering av berättelse • Nov 01

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

Analysts have modestly increased their price target for South32, raising the fair value estimate from $3.26 to $3.30. They cite updated views on discount rates as well as the outlook for growth and profitability.
Uppdatering av berättelse • Oct 17

Base Metals Expansion Will Unlock Opportunities In Decarbonization

Analysts have raised their price target for South32 from $3.11 to $3.26. This change reflects improved expectations based on higher forecast revenue growth and profit margins.
Uppdatering av berättelse • Oct 03

Base Metals Expansion Will Unlock Opportunities In Decarbonization

Analysts have modestly raised their price target for South32, increasing it from $3.05 to $3.11 per share. They cited slightly improved revenue growth expectations, along with minor adjustments to forecast discount rates and profit margins.
Analysartikel • Sep 04

Statutory Profit Doesn't Reflect How Good South32's (ASX:S32) Earnings Are

Even though South32 Limited ( ASX:S32 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Uppdatering av berättelse • Aug 27

Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations

A significant reduction in expected revenue growth and a sharp rise in the future P/E multiple have driven a slight downward revision in South32’s consensus analyst price target, now at A$3.27. What's in the News South32 has signaled significant uncertainty over securing sufficient and affordable electricity for the Mozal Aluminium smelter beyond March 2026, triggering halted investment, pot relining stoppage, and contractor stand-downs; Mozal is likely to be placed on care and maintenance once the current agreement expires.
User avatar
Ny berättelse • Apr 25

Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations

The Worsley Mine Project and GEMCO restart promise future revenue growth and improved operating margins, backed by recent approvals and phased mining activities.

Prognoser för vinst- och omsättningstillväxt

ASX:S32 - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
6/30/20286,6921,3101,1312,06114
6/30/20276,6931,3301,0212,10015
6/30/20266,7519342111,51515
12/31/20255,9063943781,426N/A
9/30/20255,9443563551,381N/A
6/30/20255,9823183321,335N/A
3/31/20255,5721193361,351N/A
12/31/20245,403-633391,366N/A
9/30/20245,212-2541691,243N/A
6/30/20245,020-446-21,119N/A
12/31/20234,564-1,329-283802N/A
9/30/20235,158-97314997N/A
6/30/20235,752-6183111,191N/A
3/31/20238,3101,0751,0451,840N/A
12/31/20229,0822,3221,7792,489N/A
9/30/20229,2292,4962,1272,780N/A
6/30/20229,3752,6692,4743,070N/A
3/31/20228,2281,8421,9852,565N/A
12/31/20217,0811,0141,4962,059N/A
9/30/20216,3305781,1551,732N/A
6/30/20215,5781428141,405N/A
12/31/20204,3262195061,142N/A
9/30/20204,7301895491,254N/A
6/30/20205,1331585921,365N/A
3/31/20206,587-1066191,441N/A
12/31/20196,928-1476451,517N/A
9/30/20197,224121N/A1,667N/A
6/30/20197,519389N/A1,817N/A
3/31/20197,788907N/A2,122N/A
12/31/20188,0571,424N/A2,426N/A
9/30/20187,9011,378N/A2,072N/A
6/30/20187,7441,332N/A1,717N/A
3/31/20187,6001,243N/A1,750N/A
12/31/20177,4561,154N/A1,783N/A
9/30/20177,3261,193N/A1,958N/A
6/30/20177,1951,231N/A2,132N/A
3/31/20176,765993N/A1,690N/A
12/31/20166,334754N/A1,247N/A
9/30/20166,227-430N/A1,139N/A
6/30/20166,119-1,615N/A1,030N/A
3/31/20166,288-2,100N/A955N/A
12/31/20156,457-2,585N/A879N/A
9/30/20155,265-1,755N/A775N/A
6/30/20154,072-926N/A670N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: S32 s prognostiserade vinsttillväxt ( 26.2% per år) är över sparkvoten ( 3.6% ).

Resultat vs marknad: S32 s intäkter ( 26.2% per år) förväntas växa snabbare än marknaden för Australian ( 12% per år).

Höga tillväxtresultat: S32 s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: S32 s intäkter ( 2.1% per år) förväntas växa långsammare än marknaden för Australian ( 6% per år).

Hög tillväxtintäkter: S32 s intäkter ( 2.1% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: S32 s avkastning på eget kapital förväntas bli låg om 3 år ( 12.6 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/11 01:29
Aktiekurs vid dagens slut2026/06/11 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

South32 Limited bevakas av 37 analytiker. 15 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
Ayan GhoshAvior Capital Markets
Izak RossouwBarclays
Amos FletcherBarclays