DRDGOLD Limited is a South African gold mining firm specializing in the retrieval of gold from surface tailings. Its comprehensive activities span ...
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$17.00 per share
$17.00 per share
Est. EPS $55.17 · Revenue $11.98B · 1 analysts
Est. EPS $65.93 · Revenue $14.50B · 1 analysts
EPS ZAR 469.90 · Revenue ZAR 10.73B
EPS ZAR 211.90 · Revenue ZAR 4.81B
EPS ZAR 25.90 · Revenue ZAR 7.88B
EPS ZAR 112.10 · Revenue ZAR 3.80B
EPS ZAR 15.40 · Revenue ZAR 6.24B
EPS ZAR 34.10 · Revenue ZAR 2.97B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $10.7B | +36.2% | +25.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $4.1B | +82.5% | +25.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +53.0% | +33.4% | +18.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +50.9% | +337.5% | +20.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +38.1% | +34.0% | -0.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.1B | +64.1% | +140.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +19.2% | +20.5% | +91.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.1% | -54.3% | -55.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.62x | +58.6% | +20.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $17.3B | +41.3% | +18.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 469.90 vs 44.72 | +950.7% | — | — |
| Revenue Surprise | $10.7B vs $10.5B | +2.4% | $6.0B vs $6.0B | 0.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Oct 22, 2027 | Laas Lihan | officer: Financial Manager FWGR Ops. | Conditional Share Awards | — | 27,740 | — |
| Oct 22, 2027 | Lindecke Dean | officer: General Manager Ergo Ops. | Conditional Share Awards | — | 104,957 | — |
| Oct 22, 2027 | Bornman Ryno | officer: Financial Manager Ergo Ops. | Conditional Share Awards | — | 58,522 | — |
| Oct 22, 2027 | Moloto Kgabo | officer: General Manager FWGR Ops. | Conditional Share Awards | — | 33,927 | — |
| Oct 22, 2027 | Mashatola Mpho | officer: Group Fin. & Business Dev. Mgr | Conditional Share Awards | — | 55,977 | — |
Daniël Pretorius: Okay. It's 10:00. I suggest we start. Good morning, everyone. Thank you very much for join us today for this presentation. Before we start, I just want to pause for a moment to remember a very good friend and adviser of ours, John Weber, who was as long as I've been with the company, he was one of our professional advisers, attorney with the Cliffe Dekker Hofmeyr, who passed away the week before last. After he was very, very sick. So we will remember him, and he was a valuable -- he was a dear friend and a valuable service provider. All right. So it's a privilege again to be presenting to you today. This is the 19th time that I've been doing this, the year-end results or that I was part of the team that presented the year-end results. Some of you were there the very first time, many new faces. I'm joined today by my colleagues, Henriette, who's our CFO; and Jaco, who's our Chief Operating Officer. And then there are also several members of senior management who are here. So please afterwards, we have to eat the food. It's expensive food, so we can't leave before it's been -- all of it's been eaten. So please ask some questions if you want any clarification on anything. We will be around for a few minutes after the presentation. Please also just take note there's the customary disclaimer. So there will be forward-looking statements in this presentation and some of those forward-looking statements are based or those forward-looking statements rather are based on assumptions and some of those assumptions we don't have control over. So just be mindful in the interpretation of those that there are contingent upon a number of factors that we don't necessarily control. It's been a very good year for DRDGOLD. It is the 19th consecutive financial year where we'll be paying a dividend. And the final cash dividend for the year is ZAR 1.20 per share, which is just over ZAR 1 billion, which was roughly the market cap of the company when I first did the presentation 19 years ago. And that was as a consequence of a number of factors working together. And obviously, in order to have the revenues and the cash flows from which you could pay this cash dividend, you need the production. So production was pretty pleasing. We managed to come in just below the 5 tonnes of production and 5 tonnes is prominent because you would have seen it in our communications when we talk about Vision '28. And what was pleasing in particular was the fact that it was roughly 5,000 ounces higher than the higher end of guidance for the year. And that was because of what I thought was very smart management of the throughput mix of the material going into the mix. You'll see that we achieved an average yield of just under 0.2 gram per tonne, which was a 2% increase. So the plants were working very efficiently. Obviously, the big role player this year was the increase in the gold price and being a deliberately unhedged producer of gold, we've never hedged with the …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Daniel Johannes Pretorius | Chief Executive Officer & Executive Director | ZAR 1,158,647 | Male | 1967 | Active |
Henriette Hooijer | Chief Financial Officer & Executive Director | ZAR 698,615 | Female | 1981 | Active |
Wilhelm Jacobus Schoeman BTech Ana | Chief Operating Officer | ZAR 679,233 | Male | 1974 | Active |
Kgomotso Mbanyele | Company Secretary | ZAR 153,159 | Female | 1981 | Active |
Refiloe Vengeni | Legal Counsel | — | Female | 1989 | Active |
Kevin Peter Kruger | Head of Technical Services | — | Male | 1968 | Active |
Shalin Naidoo | Chief Information & Technology Officer | — | Male | 1977 | Active |
Henry Gouws | Head of Operations | — | Male | 1969 | Active |
On August 26, 2026, DRDGold Ltd (DRD) shares fell 4.0% to a current price of $29.99. This price movement occurs within a 52-week range of $17.60 to $39.37, show
DRDGOLD targets higher fiscal 2027 gold output as Vision 2028 projects advance, while Withok delays and cost pressures keep execution in focus.
DRDGOLD Limited (DRD) Q4 2026 Earnings Call Transcript
DRDGOLD NYSE: DRD reported higher revenue, profit and free cash flow for financial year 2026, supported by a 40% increase in the gold price, production above guidance and cost discipline. The company also declared a final cash dividend of ZAR1.20 per share, its 19th consecutive year of dividend payments.
DRD, IDR and NAK could benefit as State Street sees gold reaching $5,000 by early 2027 and long-term drivers remain supportive after the recent pullback.
