Exxaro Resources Limited

JSE:EXX Stok Raporu

Piyasa değeri: R48.5b

Exxaro Resources Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Exxaro Resources kazanç ve gelirin sırasıyla yıllık 4.1% ve 7.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 4.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.1%

Kazanç büyüme oranı

4.78%

EPS büyüme oranı

Oil and Gas kazanç büyümesi20.0%
Gelir büyüme oranı7.6%
Gelecekteki özkaynak getirisi12.97%
Analist kapsamı

Good

Son güncelleme17 Apr 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi 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

Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

Kazanç ve Gelir Büyüme Tahminleri

JSE:EXX - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (ZAR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: EXX 'nin tahmini kazanç büyümesi (yıllık 4.1% ) tasarruf oranının ( 9.8% ) altındadır.

Kazançlar ve Piyasa: EXX şirketinin kazançlarının (yıllık 4.1% ) ZA pazarından (yıllık 15.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: EXX şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: EXX şirketinin gelirinin (yıllık 7.6% ) ZA pazarından (yıllık 6.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: EXX şirketinin gelirinin (yıllık 7.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: EXX 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 06:34
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Exxaro Resources Limited 14 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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