Exxaro Resources Limited

JSE:EXX Aktierapport

Börsvärde: R48.2b

Exxaro Resources Framtida tillväxt

Future kriterier kontrolleras 1/6

Exxaro Resources förväntas öka intäkter och intäkter med 4.1% respektive 7.6% per år. EPS förväntas tillväxt med 4.8% per år. Avkastningen på eget kapital förväntas bli 13% om 3 år.

Viktig information

4.1%

Tillväxttakt i vinsten

4.78%

Tillväxttakt för EPS

Oil and Gas vinsttillväxt19.8%
Intäkternas tillväxttakt7.6%
Framtida avkastning på eget kapital12.97%
Bevakning av analytiker

Good

Senast uppdaterad17 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Analysartikel Mar 19

Exxaro Resources Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Exxaro Resources Limited ( JSE:EXX ) missed earnings with its latest yearly results, disappointing overly-optimistic...

Recent updates

Uppdatering av berättelse May 19

EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver

Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).
Uppdatering av berättelse May 03

EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst

Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).
Uppdatering av berättelse Apr 19

EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision

Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).
Uppdatering av berättelse Apr 05

EXX: Higher Future P E And Dividend Outlook Will Support Upside

Analysts have raised their price target for Exxaro Resources from ZAR240.00 to ZAR260.00, citing updated assumptions that include adjusted revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 17, 2026, to consider the approval of a gross final dividend of ZAR 10.00 per share (Key Developments).
Uppdatering av berättelse Mar 21

EXX: Fair Value Will Reflect Higher Revenue Outlook And Pending Dividend Decision

Analysts have nudged their ZAR fair value estimate for Exxaro Resources slightly higher from ZAR215.67 to ZAR218.20, reflecting updated assumptions around revenue growth, profit margins and a lower forward P/E multiple. What's in the News A board meeting is scheduled for Mar 17, 2026, to consider approval of a gross final dividend of ZAR10.00 per share.
Uppdatering av berättelse Mar 07

EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple

Analysts have lifted their ZAR fair value estimate for Exxaro Resources from ZAR149.44 to ZAR195.00, citing updated assumptions for revenue growth, profit margins and a lower forward P/E as key drivers of the higher price target. Valuation Changes Fair Value: ZAR149.44 updated to ZAR195.00, reflecting a higher assessed valuation for Exxaro Resources.
Uppdatering av berättelse Feb 21

EXX: Higher P/E Assumptions Will Support Value Despite Lower Production Guidance

Analysts have inched up their ZAR 215.66 price target on Exxaro Resources to about ZAR 215.67, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News Exxaro Resources issued revised production guidance for fiscal year 2025, now expecting total production of 39,577,000 tonnes compared with previous guidance of 41,204,000 tonnes (Key Developments).
Uppdatering av berättelse Feb 07

EXX: Steady Fair Value And Lower Discount Rate Will Support Upside

Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, citing only modest tweaks to inputs such as a slightly lower discount rate, broadly similar revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple as the basis for this unchanged price target. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, with total production now expected at 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).
Uppdatering av berättelse Jan 23

EXX: Higher Margin Outlook Will Support A More Attractive Future P/E

Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, with the shift in assumptions, including slightly lower revenue growth and a higher profit margin alongside a reduced future P/E, used to fine tune rather than change their overall price target view. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).
Analysartikel Jan 12

There's No Escaping Exxaro Resources Limited's (JSE:EXX) Muted Earnings

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 5.5x might make it look like a buy right...
Uppdatering av berättelse Jan 09

EXX: Higher Margin Outlook Will Offset Revised Production Guidance

Analysts have lifted their price target on Exxaro Resources from R201.01 to R215.66, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate and a modestly lower future P/E multiple. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).
Uppdatering av berättelse Dec 26

EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple

Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.
Uppdatering av berättelse Dec 12

EXX: Future Profit Margin Pressure Will Likely Weigh On Share Price

Analysts have slightly lowered their price target for Exxaro Resources from R150.02 to R149.44. This reflects expectations of stronger revenue growth, somewhat lower profit margins, and a modestly higher future price to earnings multiple.
Analysartikel Nov 11

Exxaro Resources (JSE:EXX) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Sep 18

Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43

Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...
Uppdatering av berättelse Aug 27

Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance

Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.
Analysartikel Aug 24

Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43

Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...
Analysartikel Aug 22

Benign Growth For Exxaro Resources Limited (JSE:EXX) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 5.6x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...
Analysartikel Jul 15

Exxaro Resources' (JSE:EXX) Returns On Capital Are Heading Higher

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysartikel May 07

Improved Earnings Required Before Exxaro Resources Limited (JSE:EXX) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 4.7x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...
Analysartikel Apr 08

Returns On Capital Are Showing Encouraging Signs At Exxaro Resources (JSE:EXX)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
Ny berättelse Mar 16

Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance

Exxaro's advancements in coal exports, efficiency, and cost management are expected to boost revenue and net margins by accessing more markets and optimizing production.
Analysartikel Jan 08

Returns At Exxaro Resources (JSE:EXX) Appear To Be Weighed Down

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Analysartikel Dec 12

Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Nov 21

Exxaro Resources Limited (JSE:EXX) Looks Inexpensive But Perhaps Not Attractive Enough

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.5x might make it look like a strong buy...
Analysartikel Sep 18

Exxaro Resources (JSE:EXX) Has More To Do To Multiply In Value Going Forward

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Analysartikel Aug 23

Exxaro Resources' (JSE:EXX) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Investors were disappointed by Exxaro Resources Limited's ( JSE:EXX ) latest earnings release. We did some further...
Analysartikel Aug 04

Lacklustre Performance Is Driving Exxaro Resources Limited's (JSE:EXX) Low P/E

When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...
Analysartikel Apr 10

Investors Aren't Buying Exxaro Resources Limited's (JSE:EXX) Earnings

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 3.8x might make it look like a strong buy...
Analysartikel Mar 15

We Think Exxaro Resources (JSE:EXX) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Jan 17

Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysartikel Dec 24

Exxaro Resources Limited's (JSE:EXX) Earnings Are Not Doing Enough For Some Investors

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy...
Analysartikel Oct 10

Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysartikel Sep 14

Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Jun 17

Exxaro Resources (JSE:EXX) Is Very Good At Capital Allocation

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Analysartikel May 30

Exxaro Resources (JSE:EXX) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Apr 03

The Market Doesn't Like What It Sees From Exxaro Resources Limited's (JSE:EXX) Earnings Yet

When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...
Analysartikel Mar 19

Exxaro Resources Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Exxaro Resources Limited ( JSE:EXX ) missed earnings with its latest yearly results, disappointing overly-optimistic...

Prognoser för vinst- och omsättningstillväxt

JSE:EXX - Analytikernas framtida uppskattningar och tidigare finansiella data (ZAR Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202853,5598,875N/A9,2956
12/31/202752,3488,510N/A10,4036
12/31/202650,1458,945N/A10,8846
12/31/202541,7717,5643,2488,380N/A
9/30/202542,0477,8714,4528,716N/A
6/30/202542,3238,1775,6559,051N/A
3/31/202541,5247,9515,8038,738N/A
12/31/202440,7257,7245,9508,425N/A
9/30/202439,7318,3996,2909,012N/A
6/30/202438,7369,0736,6299,598N/A
3/31/202438,71710,1837,53010,364N/A
12/31/202338,69811,2928,43011,129N/A
9/30/202340,84011,3879,55711,761N/A
6/30/202342,98211,48110,68412,393N/A
3/31/202344,67612,65411,72113,402N/A
12/31/202246,36913,82612,75814,410N/A
9/30/202243,16313,26011,71713,564N/A
6/30/202239,95712,69310,67612,717N/A
3/31/202236,36411,9488,31910,575N/A
12/31/202132,77111,2025,9618,432N/A
9/30/202131,38110,399N/AN/AN/A
6/30/202129,9909,5951,7214,808N/A
3/31/202129,4578,3322,0195,151N/A
12/31/202028,9247,0692,3165,493N/A
9/30/202028,3847,380N/AN/AN/A
6/30/202027,8437,5812864,931N/A
3/31/202026,7857,640-1,1564,207N/A
12/31/201925,7267,699-2,5983,483N/A
9/30/201925,4597,856N/A4,039N/A
6/30/201925,1928,123N/A4,595N/A
3/31/201925,3427,523N/A5,012N/A
12/31/201825,4916,923N/A5,429N/A
6/30/201824,3372,747N/A5,669N/A
3/31/201823,5752,737N/A5,611N/A
12/31/201722,8132,726N/A5,553N/A
6/30/201721,8717,292N/A5,671N/A
3/31/201721,3846,430N/A5,107N/A
12/31/201620,8975,568N/A4,543N/A
9/30/201620,3332,963N/AN/AN/A
6/30/201619,768784N/A3,630N/A
3/31/201619,049686N/A3,813N/A
12/31/201518,330588N/A3,995N/A
9/30/201517,8221,678N/AN/AN/A
6/30/201517,3132,768N/A4,376N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: EXX s prognostiserade vinsttillväxt ( 4.1% per år) ligger under sparkvoten ( 9.8% ).

Resultat vs marknad: EXX s intäkter ( 4.1% per år) förväntas växa långsammare än marknaden för ZA ( 15.8% per år).

Höga tillväxtresultat: EXX s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: EXX s intäkter ( 7.6% per år) förväntas växa snabbare än ZA marknaden ( 6.9% per år).

Hög tillväxtintäkter: EXX s intäkter ( 7.6% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: EXX s avkastning på eget kapital förväntas bli låg om 3 år ( 13 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/23 01:12
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

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

Exxaro Resources Limited bevakas av 14 analytiker. 6 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
Mpumelelo MthembuAbsa Bank Limited
Wade NapierAvior Capital Markets
Caroline LearmonthBarclays