Sibanye Stillwater Limited, along with its various subsidiaries, functions as a prominent precious metals mining entity with operations spanning South Africa, the ...
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$3.32 por acción
BPA est. $38.29 · Ingresos $165.37B · 1 analistas
BPA est. $34.97 · Ingresos $172.27B · 2 analistas
BPA est. $34.42 · Ingresos $159.51B · 1 analistas
BPA ZAR 22.92 · Ingresos ZAR 93.03B
$3.32 por acción
BPA ZAR -7.32 · Ingresos ZAR 129.68B
BPA ZAR -5.08 · Ingresos ZAR 54.77B
BPA ZAR -10.32 · Ingresos ZAR 112.13B
BPA ZAR -10.56 · Ingresos ZAR 55.20B
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $129.7B | +15.6% | +30.4% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-5.2B | +29.1% | +1319.0% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +31.8% | +465.5% | +26.5% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +30.2% | +818.2% | +57.1% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -4.0% | +38.7% | +1035.0% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $1.7B | +114.9% | +955.3% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +1.3% | +112.9% | +756.1% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 111.2% | +16.2% | -37.5% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.78x | -23.4% | +52.9% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $149.6B | +8.4% | +5.7% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -7.32 vs 19.84 | -136.9% | 22.92 vs 9.44 | +142.9% |
| Revenue Surprise | $129.7B vs $127.1B | +2.0% | $93.0B vs $64.3B | +44.7% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | Menell Richard Peter | director | Ordinary Shares | A | 15,000 | $2.19 |
| Jun 26, 2026 | Keyter Charl | director, officer: Chief Financial Officer | Ordinary Shares | A | 200,000 | $2.24 |
| Mar 31, 2026 | Nkosi Themba George | officer: Chief People & Culture Officer | Ordinary Shares | A | 11,865 | $2.91 |
| Mar 30, 2026 | Carter Charles Edward | officer: Chief Regional Officer: Amer. | American Depositary Shares | A | 10,000 | $11.40 |
| Mar 24, 2026 | Menell Richard Peter | director | American Depositary Shares | A | 2,500 | $11.43 |
Richard Stewart: Good morning, ladies and gentlemen. Welcome. I think it's a real pleasure to have you with us today as we present our operating and financial results for 2025. So thank you very much for joining us today. I think just in terms of the agenda that we've got, I will start off with a few high-level of salient points. Then we'll move into the Performance Excellence, which will be presented by a number of the team. We'll then move into growth and just touch briefly on the resources, the mineral resources and reserves that we've recently published. Charl will take us through the financial performance and Ken to touch on how we're interpreting these very volatile markets we're seeing and a little bit of the outlook in that regard before I wrap up with the way forward. I think there are several forward-looking statements in the document. So would urge you please to just take note of the safe harbor statement. Thank you. I think when we reflect on December 1, 2025, I think certainly during the latter half of the year, it was at a time of significant change at Sibanye, we, of course, have the leadership transition. And with that, we also undertook a refresh of our strategy. This was something that we presented to the market at the end of January. But for anybody who was not able to make that, if I could try and summarize our strategic refresh in one word, it would be simplification. Specifically, what we're really focusing on in the short term is around maximizing and driving our operating margins. We're doing that through a keen focus on operational excellence and simplifying the operating model that we have and then further simplification through our portfolio such that we're focusing on the highest return assets, of course, cash generative assets and ensuring an appropriate management focus in that regard. This is all coupled with a very disciplined capital allocation framework which we shared as being roughly 1/3 towards shareholder returns, 1/3 towards reducing our gross debt and 1/3 towards growth. And again, Charl will unpack that in a little bit more detail. And in terms of growth, we certainly see the best value at the moment for us in terms of returns as being internal in terms of the resource value that we have. We have a significant resource base, particularly in South Africa, our PGM operations and organic growth will be our immediate focus. But we did also share a value creation framework that we have put together that will help us assess any external growth opportunities moving forward. In addition to the strategic refresh, I think there were some quite key decisions that we needed to make towards the end of last year, especially amongst several of our operations. One of the big ones was the start-up of the Keliber lithium project in Finland. That is a greenfield project that we have built and given the volatility in the lithium market, we had to make a decision how best to proceed with that project. And I think very …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Charles Carter | Chief Operating Officer of International & Recycling Operations | ZAR 1,691,421 | Male | 1963 | Active |
Mika Seitovirta | Chief European Advisor | ZAR 1,525,596 | Male | 1962 | Active |
Robert Van Niekerk | Chief Transformation Officer | ZAR 1,474,437 | Male | 1965 | Active |
Richard Andrew Stewart | Chief Executive Officer & Executive Director | ZAR 1,334,066 | — | 1976 | Active |
Charl A. Keyter CGMA | Chief Financial Officer, Interim Chief Commercial & Development Officer and Executive Director | ZAR 1,095,264 | Male | 1974 | Active |
Melanie Naidoo-Vermaak | Chief Sustainability Officer | ZAR 769,067 | Female | 1975 | Active |
Themba George Nkosi | Chief People Officer | ZAR 736,090 | Male | 1973 | Active |
Richard Allen Cox | Chief Operations Officer of Southern African Operations | ZAR 631,140 | Male | 1973 | Active |
James R. Wellsted | Executive Vice President of Investor Relations & Corporate Affairs | ZAR 294,470 | Male | 1970 | Active |
Mduduzi Bhulose | Executive Vice President for Business Development | ZAR 260,619 | Male | 1981 | Active |
Kleantha Pillay | Executive Vice President of Sales & Marketing | — | Female | 1978 | Active |
Sibanye Stillwater is significantly undervalued after a mass selloff, presenting a compelling buy opportunity. SBSW's EBITDA has surged 5x YoY, driven by strong PGM and gold prices, and its balance sheet is notably de-risked. Management targets a 50% gross debt reduction over three years, with net debt/EBITDA already down from 1.75 to 0.63.
On June 15, 2026, Sibanye Stillwater Ltd (SBSW) shares rose 8.7% to a current price of $10.72. Despite today's positive movement, the stock has faced significan
On May 26, 2026, Sibanye Stillwater Ltd (SBSW) shares rose 6.3% to a current price of $12.16. The stock has experienced a 52-week range of $5.98 to $21.29, indi
On May 11, 2026, Sibanye Stillwater Ltd (SBSW) shares rose 3.8% today, currently priced at $13.83. The stock has experienced a 52-week range of $4.52 to $21.29,
