PPC Gelecekteki Büyüme
Future kriter kontrolleri 3/6
PPC kazanç ve gelirin sırasıyla yıllık 27% ve 4.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 26.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.1% olacağı tahmin edilmektedir.
Anahtar bilgiler
27.0%
Kazanç büyüme oranı
26.73%
EPS büyüme oranı
| Basic Materials kazanç büyümesi | 9.7% |
| Gelir büyüme oranı | 4.7% |
| Gelecekteki özkaynak getirisi | 14.05% |
| Analist kapsamı | Low |
| Son güncelleme | 05 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Analiz • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 3/31/2028 | 11,413 | 1,093 | 1,547 | 1,817 | 1 |
| 3/31/2027 | 10,689 | 845 | 1,692 | 1,443 | 1 |
| 3/31/2026 | 10,249 | 719 | 1,523 | 1,716 | 1 |
| 9/30/2025 | 10,186 | 516 | 892 | 1,306 | N/A |
| 6/30/2025 | 10,029 | 491 | 963 | 1,358 | N/A |
| 3/31/2025 | 9,871 | 466 | 1,033 | 1,410 | N/A |
| 12/31/2024 | 9,854 | 287 | 664 | 1,063 | N/A |
| 9/30/2024 | 9,836 | 107 | 295 | 716 | N/A |
| 6/30/2024 | 9,947 | 46 | 347 | 761 | N/A |
| 3/31/2024 | 10,058 | -16 | 398 | 806 | N/A |
| 12/31/2023 | 9,292 | -101 | 561 | 955 | N/A |
| 9/30/2023 | 8,525 | -187 | 724 | 1,104 | N/A |
| 6/30/2023 | 8,432 | -304 | 593 | 973 | N/A |
| 3/31/2023 | 8,339 | -421 | 461 | 841 | N/A |
| 12/31/2022 | 9,097 | -615 | N/A | N/A | N/A |
| 9/30/2022 | 9,854 | -809 | 379 | 839 | N/A |
| 6/30/2022 | 9,868 | -406 | 427 | 942 | N/A |
| 3/31/2022 | 9,882 | -4 | 474 | 1,045 | N/A |
| 12/31/2021 | 9,840 | 714 | 643 | 1,179 | N/A |
| 9/30/2021 | 9,797 | 1,687 | 811 | 1,313 | N/A |
| 6/30/2021 | 9,368 | 1,509 | 896 | 1,339 | N/A |
| 3/31/2021 | 8,938 | 1,330 | 981 | 1,364 | N/A |
| 9/30/2020 | 7,995 | -212 | 477 | 988 | N/A |
| 6/30/2020 | 8,333 | -187 | 185 | 726 | N/A |
| 3/31/2020 | 8,671 | -162 | -107 | 463 | N/A |
| 12/31/2019 | 10,043 | -512 | 46 | 702 | N/A |
| 9/30/2019 | 9,845 | 382 | 277 | 920 | N/A |
| 6/30/2019 | 10,170 | 309 | N/A | 1,089 | N/A |
| 3/31/2019 | 10,494 | 235 | N/A | 1,257 | N/A |
| 12/31/2018 | 10,587 | 201 | N/A | 1,199 | N/A |
| 9/30/2018 | 10,680 | 167 | N/A | 1,141 | N/A |
| 6/30/2018 | 10,476 | 158 | N/A | 1,286 | N/A |
| 3/31/2018 | 10,271 | 149 | N/A | 1,430 | N/A |
| 12/31/2017 | 9,972 | 217 | N/A | 1,285 | N/A |
| 9/30/2017 | 9,673 | 285 | N/A | 1,140 | N/A |
| 6/30/2017 | 9,810 | 153 | N/A | 1,145 | N/A |
| 3/31/2017 | 9,641 | 93 | N/A | 853 | N/A |
| 6/30/2016 | 9,149 | 627 | N/A | 272 | N/A |
| 3/31/2016 | 9,002 | 738 | N/A | 668 | N/A |
| 9/30/2015 | 9,227 | 698 | N/A | 1,847 | N/A |
| 6/30/2015 | 9,325 | 659 | N/A | 1,972 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: PPC 'nin tahmini kazanç büyümesi (yıllık 27% ) tasarruf oranının ( 9.8% ) üzerindedir.
Kazançlar ve Piyasa: PPC şirketinin kazançlarının (yıllık 27% ) ZA pazarından (yıllık 15.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: PPC şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: PPC şirketinin gelirinin (yıllık 4.7% ) ZA pazarından (yıllık 7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: PPC şirketinin gelirinin (yıllık 4.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: PPC 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.1 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 11:03 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2025/09/30 |
| Yıllık Kazançlar | 2025/03/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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
PPC Ltd 10 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gari Chigwedere | Avior Capital Markets |
| Rasia Naidoo | BofA Global Research |
| Rowan Goeller | Chronux Research |