Sandfire Resources Limited

ASX:SFR Aktierapport

Börsvärde: AU$7.9b

Sandfire Resources Förvaltning

Förvaltning kriterier kontrolleras 4/4

Sandfire Resources VD är Brendan Harris, utsedd i Apr 2023, har en mandatperiod på 3.08 år. totala årliga ersättningen är $ 3.21M, bestående av 24% lön 76% bonusar, inklusive företagsaktier och optioner. äger direkt 0.11% av företagets aktier, värda A$ 8.74M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.7 år respektive 3.8 år.

Viktig information

Brendan Harris

Verkställande direktör

US$3.2m

Total ersättning

VD-lön i procent23.96%
Anställning som VD3.1yrs
Ägande av VD0.1%
Ledningens genomsnittliga anställningstid2.7yrs
Styrelsens genomsnittliga mandatperiod3.8yrs

Senaste uppdateringar av ledningen

Recent updates

SFR: Free Cash Flow And Commodity Assumptions Will Guide Fair Outcome

Analysts have trimmed their fair value estimate for Sandfire Resources by A$0.17 to A$18.81, reflecting updated assumptions on discount rates, revenue growth, margins and future P/E, following recent research that includes higher Street price targets in the A$18 to A$21 range and continued focus on free cash flow and revised commodity price decks. Analyst Commentary Bullish Takeaways Bullish analysts point to strong free cash flow as a key support for the current valuation, arguing that consistent cash generation offers flexibility for funding projects or strengthening the balance sheet.

SFR: Free Cash Flow Strength And 2026 Guidance Will Shape Fair Outcome

Analysts have trimmed the blended fair value estimate for Sandfire Resources by about A$0.10 to A$18.98. Recent Street research price target moves to A$18 and A$21 highlight a mix of updated commodity assumptions and views on cash flow strength.

SFR: Free Cash Flow And 2026 Guidance Will Support Future Repricing

Analysts have lifted the fair value estimate for Sandfire Resources slightly to A$19.08 from A$18.99, citing updated commodity price assumptions and recent price target moves around A$18 to A$21, which are supported by free cash flow and valuation views. Analyst Commentary Recent research updates offer a mixed but constructive view on Sandfire Resources, with most commentary focused on refreshed commodity price assumptions, free cash flow support and where the shares sit relative to updated price targets.

SFR: Free Cash Flow And 2026 Guidance Will Support Upside Repricing

Analysts have nudged their fair value estimate for Sandfire Resources slightly higher to about A$19.00 per share, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E, as well as recent price target increases to A$18 and A$21 that highlight ongoing focus on free cash flow and revised commodity price forecasts. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to strong free cash flow as a key support for their higher fair value assumptions, suggesting the current P/E they are using in models is underpinned by cash generation rather than just sentiment.

SFR: Free Cash Flow And 2026 Output Guidance Will Support Balanced Risk Profile

Analysts have nudged their fair value estimate for Sandfire Resources higher to A$18.99 from A$18.53. This reflects updated views on free cash flow strength and revised commodity price assumptions feeding into revenue growth, margin, discount rate and future P/E inputs.

SFR: Updated Production Outlook And Margins Will Likely Support Balanced Risk Profile

Analysts have nudged their price target for Sandfire Resources higher to A$18.53 from A$18.26, reflecting updated assumptions for revenue, profit margins and a slightly lower expected future P/E multiple. What's in the News Sandfire issued new production guidance for fiscal 2026, with Group copper equivalent (CuEq) output expected in a range of 149 kt to 165 kt.

SFR: Updated Margin And Production Assumptions Will Likely Sustain Balanced Risk Profile

Narrative Update Analysts have lifted their price target for Sandfire Resources from A$15.65 to A$18.26, citing updated assumptions for revenue growth, profit margins, and a slightly revised discount rate and P/E expectations. What's in the News Sandfire Resources issued new production guidance for fiscal 2026, outlining expected Group CuEq production in a range of 149 kt to 165 kt.

SFR: Higher Margin Assumptions Will Likely Sustain Material Downside Risk

Analysts have slightly raised their price target for Sandfire Resources to A$15.65 from A$15.30, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. Valuation Changes The fair value estimate has risen slightly from A$15.30 to A$15.65.

SFR: Future Profitability Assumptions Will Likely Expose Downside Risk

Analysts have raised their price target for Sandfire Resources by approximately A$0.64 to A$15.30, citing slightly higher long term revenue growth and profit margin assumptions. Valuation Changes The fair value estimate has risen slightly from A$14.66 to A$15.30 per share, reflecting a modest uplift in intrinsic valuation.

SFR: Fair Value Will Remain Balanced Despite Marginal Profit Pressure

Analysts have raised their price target for Sandfire Resources slightly, from $14.59 to $14.66, citing modest improvements in projected revenue growth and fair value estimates. Valuation Changes Fair Value has risen slightly from A$14.59 to A$14.66.

SFR: Profit Margin Outlook Will Not Offset Overvaluation Risk

Narrative Update on Sandfire Resources: Analyst Price Target Change Analysts have increased their price target for Sandfire Resources slightly, raising it from $14.53 to $14.59. The change is attributed to improved profit margin forecasts and a modest uptick in fair value, even though revenue growth expectations have been tempered.

An Intrinsic Calculation For Sandfire Resources Limited (ASX:SFR) Suggests It's 38% Undervalued

Nov 01
An Intrinsic Calculation For Sandfire Resources Limited (ASX:SFR) Suggests It's 38% Undervalued

SFR: Rising Discount Rate May Pressure Price Performance

Analysts have raised Sandfire Resources’ fair value estimate from $13.51 to $14.53 per share, citing improvements in revenue growth and profit margin forecasts as key drivers for the upward revision. Valuation Changes The fair value estimate has increased from A$13.51 to A$14.53 per share.

Motheo Copper Mine And MATSA Will Secure Future Supply

Analysts have raised their price target for Sandfire Resources from $12.26 to $13.51. They highlighted improved profit margins and a more favorable long-term outlook as key drivers for the update.

Motheo Copper Mine And MATSA Will Secure Future Supply

Analysts have raised their price target for Sandfire Resources from $11.87 to $12.26 per share. They cite improved revenue growth projections and a higher forecasted fair value for the company.

Motheo Copper Mine And MATSA Will Secure Future Supply

Sandfire Resources’ future P/E has risen sharply while revenue growth forecasts have weakened, suggesting a less favorable earnings outlook, though the consensus price target has only edged up slightly to A$11.87. Valuation Changes Summary of Valuation Changes for Sandfire Resources The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$11.69 to A$11.87.

The Market Doesn't Like What It Sees From Sandfire Resources Limited's (ASX:SFR) Revenues Yet

Aug 28
The Market Doesn't Like What It Sees From Sandfire Resources Limited's (ASX:SFR) Revenues Yet

Is Sandfire Resources (ASX:SFR) Using Too Much Debt?

May 18
Is Sandfire Resources (ASX:SFR) Using Too Much Debt?
User avatar

MATSA And Motheo Production Will Advance Operational Efficiency

Projected production increases and successful cost management at MATSA and Motheo could boost revenue and enhance financial stability.

Analys av ersättningar till VD

Hur har Brendan Harris:s ersättning förändrats jämfört med Sandfire Resources:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

US$139m

Sep 30 2025n/an/a

US$116m

Jun 30 2025US$3mUS$770k

US$93m

Mar 31 2025n/an/a

US$90m

Dec 31 2024n/an/a

US$87m

Sep 30 2024n/an/a

US$35m

Jun 30 2024US$4mUS$782k

-US$17m

Mar 31 2024n/an/a

-US$47m

Dec 31 2023n/an/a

-US$78m

Sep 30 2023n/an/a

-US$65m

Jun 30 2023US$926kUS$196k

-US$52m

Ersättning vs marknad: Brendan s total kompensation ($USD 3.21M ) är ungefär genomsnittet för företag av liknande storlek på Australian marknaden ($USD 2.62M ).

Ersättning vs inkomst: Ersättningen från Brendan har varit i linje med företagets resultat under det senaste året.

VD OCH KONCERNCHEF

Brendan Harris (53 yo)

3.1yrs
Anställning
US$3,213,996
Kompensation

Mr. Brendan Harris, Bsc, CPA, served as Chief Human Resources and Commercial Officer at South32 Limited since October 2020 until December 2022. He serves as Chief Executive Officer, Managing Director and D...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Brendan Harris
CEO, MD & Director3.1yrsUS$3.21m0.11%
A$ 8.7m
Megan Jansen
Chief Financial Officer2.6yrsUS$927.89k0.0016%
A$ 130.5k
Jason Grace
Chief Operating Officer6.7yrsUS$1.39m0.060%
A$ 4.7m
Ben Crowley
Head of Investor Relationsno datainga uppgifteringa uppgifter
Gemma Tually
Chief Legal & Compliance Officer and Company Secretary1.5yrsinga uppgifteringa uppgifter
Scott Browne
Chief People Officer4yrsinga uppgifteringa uppgifter
David Wilson
Head of Commercialno datainga uppgifteringa uppgifter
Cath Bozanich
Chief Sustainability Officer2.7yrsinga uppgifteringa uppgifter
Pippa Prior
Joint Company Secretary1.7yrsinga uppgifteringa uppgifter
2.7yrs
Genomsnittlig anställningstid
53yo
Genomsnittlig ålder

Erfaren ledning: SFR s ledningsgrupp anses vara erfaren ( 2.7 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Brendan Harris
CEO, MD & Director3.1yrsUS$3.21m0.11%
A$ 8.7m
Robert John Edwards
Independent Non-Executive Director3.8yrsUS$166.44kinga uppgifter
Jennifer Morris
Independent Non-Executive Director5.3yrsUS$134.92k0.0060%
A$ 471.3k
John Richards
Independent Non-Executive Chairman5.3yrsUS$197.45k0.014%
A$ 1.1m
Paul Harvey
Independent Non-Executive Director2.7yrsUS$129.99kinga uppgifter
Sarah Martin
Independent Non-Executive Director3.8yrsUS$131.96k0.00085%
A$ 67.2k
Sally Langer
Independent Non-Executive Director5.8yrsUS$138.21k0.0062%
A$ 487.1k
3.8yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren styrelse: SFR s styrelse anses vara erfaren ( 3.8 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 05:35
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

Sandfire Resources Limited bevakas av 29 analytiker. 13 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
April LowisBarrenjoey Markets Pty Limited
Glyn LawcockBarrenjoey Markets Pty Limited