PPC Tidigare resultatutveckling
Tidigare kriterier kontrolleras 5/6
PPC s intäkter har minskat med en genomsnittlig årlig takt på -18.3%, medan Basic Materials -branschen såg intäkter på växande på 17.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 2.1% per år. PPC s avkastning på eget kapital är 9.2% och den har en nettomarginal på 5.1%.
Viktig information
-18.26%
Tillväxttakt i vinsten
-17.93%
Tillväxttakt för EPS
| Basic Materials Tillväxt i branschen | 8.23% |
| Intäkternas tillväxttakt | 2.13% |
| Avkastning på eget kapital | 9.22% |
| Nettomarginal | 5.07% |
| Senaste uppdateringen av resultatet | 30 Sep 2025 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • May 09
PPC: Regulatory Scrutiny And Mixed Revisions Will Shape Perceived Earnings Resilience
Analysts have adjusted their ZAR price targets for PPC, with recent revisions ranging from reductions of ZAR2 to ZAR5, alongside at least one upward move and a fresh Neutral initiation. These changes reflect updated views on discount rates, earnings quality and fair value assumptions.Analysartikel • May 08
Should You Think About Buying PPC Ltd (JSE:PPC) Now?
PPC Ltd ( JSE:PPC ), might not be a large cap stock, but it saw a decent share price growth of 19% on the JSE over the...Uppdatering av berättelse • Apr 25
PPC: Modest Price Trims Will Highlight Resilient Earnings Power
Analysts have trimmed their ZAR price targets on PPC by ZAR 2 to ZAR 5, citing updated views on risk, profitability and sector conditions. This feeds into a slightly higher discount rate and essentially unchanged fair value in this model.Uppdatering av berättelse • Apr 10
PPC: Sector Risk Repricing Will Shape Fairly Valued Outlook
Analysts have trimmed their ZAR price targets for PPC by ZAR2, reflecting updated views on sector risks and returns while maintaining largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent price target changes for PPC highlight how closely analysts are watching the balance between sector risks, expected returns and what they see as fair value.Uppdatering av berättelse • Mar 26
PPC: Higher Future P/E And Regulatory Shakeup Will Drive Upside Potential
Analysts have adjusted their ZAR price targets on PPC, with the latest move reflecting new views on slower revenue and margin assumptions, alongside a much higher future P/E multiple. Analyst Commentary Recent Street research on comparable building materials and industrial names highlights how quickly price targets can move when assumptions on pricing, revenue growth and P/E multiples are revisited.Uppdatering av berättelse • Mar 12
PPC: Stable Assumptions And Regulatory Overhang Will Shape Future Upside Potential
Analysts have lifted their PPC price target by ZAR2, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. Analyst Commentary Recent price target revisions for PPC reflect updated inputs on discount rates, revenue assumptions, profit margins and the future P/E that still align with earlier broad expectations.Uppdatering av berättelse • Feb 24
PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook
Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.Uppdatering av berättelse • Feb 10
PPC: Tariff Relief And Stable Assumptions Will Shape Balanced Outlook
Analysts have trimmed their price expectations for PPC, reflecting a slightly lower assumed discount rate and a modestly reduced future P/E multiple as they reassess the risk profile around similar fair value assumptions. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas, targeting lower grocery costs for consumers (Bloomberg).Uppdatering av berättelse • Jan 25
PPC: Tariff Relief And Higher EPS Guidance Will Support Bullish Case
Analysts have modestly adjusted their price target on PPC, bringing the new figure closer to their fair value view as small refinements in the discount rate and forward P/E assumptions feed through their models. What's in the News President Donald Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas in an effort to ease grocery costs, with Pilgrim's Pride listed among the publicly traded companies that could be affected (Bloomberg).Uppdatering av berättelse • Jan 11
PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook
Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).Uppdatering av berättelse • Dec 27
PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside
Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.Uppdatering av berättelse • Dec 13
PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside
Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.Uppdatering av berättelse • Nov 28
PPC: Shares Will Benefit From Imminent Food Tariff Reductions
Analysts have raised their price target for PPC from $5.60 to $6.80, citing expectations of stronger revenue growth and improved profit margins, as reflected in updated forecasts. What's in the News President Trump is preparing to sign an order that will reduce tariffs on beef, tomatoes, coffee, and bananas.Analysartikel • Jun 16
PPC (JSE:PPC) Is Posting Promising Earnings But The Good News Doesn’t Stop There
PPC Ltd ( JSE:PPC ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift in...Analysartikel • Jun 11
PPC (JSE:PPC) Could Easily Take On More Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analysartikel • Apr 30
PPC Ltd (JSE:PPC) Investors Are Less Pessimistic Than Expected
There wouldn't be many who think PPC Ltd's ( JSE:PPC ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention when...Analysartikel • Mar 04
Is PPC (JSE:PPC) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Ny berättelse • Feb 24
Restructuring And Partnerships Will Improve Efficiency In Cement Operations
Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability.Analysartikel • Jul 26
What Does PPC Ltd's (JSE:PPC) Share Price Indicate?
PPC Ltd ( JSE:PPC ), is not the largest company out there, but it received a lot of attention from a substantial price...Analysartikel • Sep 21
Here's What To Make Of PPC's (JSE:PPC) Decelerating Rates Of Return
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Analysartikel • Jun 26
Auditors Are Concerned About PPC (JSE:PPC)
The harsh reality for PPC Ltd ( JSE:PPC ) shareholders is that its auditors, Deloitte & Touche LLP, expressed doubts...Analysartikel • Mar 26
Is PPC (JSE:PPC) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysartikel • Feb 19
How Much Did PPC's(JSE:PPC) Shareholders Earn From Share Price Movements Over The Last Five Years?
PPC Ltd ( JSE:PPC ) shareholders will doubtless be very grateful to see the share price up 149% in the last quarter...Analysartikel • Jan 15
How Much Of PPC Ltd (JSE:PPC) Do Institutions Own?
If you want to know who really controls PPC Ltd ( JSE:PPC ), then you'll have to look at the makeup of its share...Analysartikel • Dec 11
PPC (JSE:PPC) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur PPC tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Sep 25 | 10,186 | 516 | 925 | 0 |
| 30 Jun 25 | 10,029 | 491 | 938 | 0 |
| 31 Mar 25 | 9,871 | 466 | 950 | 0 |
| 31 Dec 24 | 9,854 | 287 | 976 | 0 |
| 30 Sep 24 | 9,836 | 107 | 1,001 | 0 |
| 30 Jun 24 | 9,947 | 46 | 1,018 | 0 |
| 31 Mar 24 | 10,058 | -16 | 1,035 | 0 |
| 31 Dec 23 | 9,292 | -101 | 971 | 0 |
| 30 Sep 23 | 8,525 | -187 | 906 | 0 |
| 30 Jun 23 | 8,432 | -304 | 945 | 0 |
| 31 Mar 23 | 8,339 | -421 | 983 | 0 |
| 31 Dec 22 | 9,097 | -615 | 1,058 | 0 |
| 30 Sep 22 | 9,854 | -809 | 1,132 | 0 |
| 30 Jun 22 | 9,868 | -406 | 1,095 | 0 |
| 31 Mar 22 | 9,882 | -4 | 1,057 | 0 |
| 31 Dec 21 | 9,840 | 714 | 1,051 | 0 |
| 30 Sep 21 | 9,797 | 1,687 | 1,045 | 0 |
| 30 Jun 21 | 9,368 | 1,509 | 1,026 | 0 |
| 31 Mar 21 | 8,938 | 1,330 | 1,007 | 0 |
| 30 Sep 20 | 7,995 | -212 | 1,173 | 0 |
| 30 Jun 20 | 8,333 | -187 | 1,234 | 0 |
| 31 Mar 20 | 8,671 | -162 | 1,295 | 0 |
| 31 Dec 19 | 10,043 | -512 | 1,306 | 0 |
| 30 Sep 19 | 9,845 | 382 | 1,101 | 0 |
| 30 Jun 19 | 10,170 | 309 | 1,110 | 0 |
| 31 Mar 19 | 10,494 | 235 | 1,119 | 0 |
| 31 Dec 18 | 10,587 | 201 | 1,270 | 0 |
| 30 Sep 18 | 10,680 | 167 | 1,421 | 0 |
| 30 Jun 18 | 10,476 | 158 | 1,406 | 0 |
| 31 Mar 18 | 10,271 | 149 | 1,391 | 0 |
| 31 Dec 17 | 9,972 | 217 | 1,309 | 0 |
| 30 Sep 17 | 9,673 | 285 | 1,227 | 0 |
| 30 Jun 17 | 9,810 | 153 | 1,279 | 0 |
| 31 Mar 17 | 9,641 | 93 | 1,255 | 0 |
| 30 Jun 16 | 9,149 | 627 | 963 | 0 |
| 31 Mar 16 | 9,002 | 738 | 1,014 | 0 |
| 30 Sep 15 | 9,227 | 698 | 1,173 | 0 |
| 30 Jun 15 | 9,325 | 659 | 1,161 | 0 |
Kvalitetsintäkter: PPC har inkomster av hög kvalitet.
Växande vinstmarginal: PPC s nuvarande netto vinstmarginaler (5.1%) är högre än förra året (1.1%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: PPC har blivit lönsamt under de senaste 5 åren och ökat intäkterna med -18.3% per år.
Accelererande tillväxt: PPC s intäktstillväxt under det senaste året ( 382.2% ) överstiger sitt 5-åriga genomsnitt ( -18.3% per år).
Resultat vs industri: PPC vinsttillväxt under det senaste året ( 382.2% ) översteg Basic Materials branschen 42.4%.
Avkastning på eget kapital
Hög ROE: PPC s avkastning på eget kapital ( 9.2% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/01 09:50 |
| Aktiekurs vid dagens slut | 2026/05/29 00:00 |
| Intäkter | 2025/09/30 |
| Årlig intjäning | 2025/03/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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
PPC Ltd bevakas av 10 analytiker. 1 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Gari Chigwedere | Avior Capital Markets |
| Rasia Naidoo | BofA Global Research |
| Rowan Goeller | Chronux Research |