Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PPC.JO
Strong BuyFull HouseAPPROVEPPC Ltd · Basic Materials · South Africa · $660M · Avg Vol: $1M/d
PPC shows evidence of genuine thematic velocity with forward-EPS revisions trending higher. In a market where construction and infrastructure input costs are soaring, their market positioning in cement/aggregates provides a structural inflation hedge. Management's recent 8-K activity and the positive consensus revisions signal that the market is beginning to wake up to the pricing power inherent in their dominant regional infrastructure role.
COMPANY DESCRIPTION
PPC Ltd, together with its subsidiaries, engages in the production and sale of cement, aggregates, ready mix concrete, and fly ash in South Africa, Botswana, and Zimbabwe. It also provides premixes, stone, sand, road layer materials, and special aggregate-related products.
FINANCIAL SUMMARY (ZAR)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 8.3B | 10.1B | 9.9B | 10.3B | 7.1% | 10.4B | 10.3B | 11.1B | 3.9% |
| EPS (ZAc) | — | -43.00 | 27.00 | 32.00 | 56.00 | 44.0% | 56.99 | 69.44 | 85.12 | 23.3% |
| Shares | 1.6B | 1.5B | 1.5B | 1.5B | 1.5B | -5.6% | 1.5B | — | — | — |
| Debt | — | 1.3B | 933.0M | 643.0M | 721.0M | -17.0% | 733.8M | — | — | — |
| Equity | — | 5.7B | 6.0B | 5.8B | 6.2B | 2.4% | — | — | — | — |
| Op CF | — | 841.0M | 806.0M | 1.4B | 1.4B | 18.7% | 1.4B | — | — | — |
| Inv CF | — | -534.0M | 243.0M | -361.0M | -770.0M | — | — | — | — | — |
| Fin CF | — | -718.0M | -604.0M | -1.0B | -407.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of PPC.JO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PPC.JO | PPC Ltd(you) | $660M | 99 | Strong Buy |
| AFT.JO | Afrimat Limited | $254M | 49 | Hold |
| AFE.JO | AECI Ltd | $665M | 93 | Strong Buy |
| MRF.JO | Merafe Resources Limited | $227M | 100 | Strong Buy |
| ART.JO | Argent Industrial Limited | $134M | 100 | Strong Buy |
| SOLBE1.JO | Sasol Limited | $5.0B | 98 | Strong Buy |
| DRD | DRDGOLD Limited | $1.8B | 75 | Buy |
| KIO.JO | Kumba Iron Ore Limited | $4.8B | 94 | Strong Buy |
| PAN.JO | Pan African Resources PLC | $3.8B | 83 | Strong Buy |
| HAR.JO | Harmony Gold Mining Company Limited | $12.9B | 97 | Strong Buy |
Peer medians: ROE 25.5% · P/E 9.7x · Gross margin 35.4%