Company Valuation: PPC Ltd

Data adjusted to current consolidation scope
Fiscal Period: March 2024 2025 2026 2027 2028 2029
Market Cap 1 5,025 7,016 9,101 10,960 - -
Change - 39.62% 29.72% 20.42% - -
Enterprise Value (EV) 1 5,025 6,646 8,562 11,325 11,064 10,164
Change - 32.26% 28.83% 32.26% -2.3% -8.13%
P/E - 14.4x 10.6x 11.5x 9.41x 8.31x
PBR - 1.17x 1.42x 1.55x 1.42x 1.31x
PEG - - 0.1x 1.1x 0.4x 0.6x
Capitalization / Revenue 0.5x 0.71x 0.89x 1.07x 0.99x 0.93x
EV / Revenue 0.5x 0.67x 0.83x 1.1x 1x 0.87x
EV / EBITDA - 4.17x 4.12x 5.45x 4.26x 3.6x
EV / EBIT - 8.13x 5.81x 13.4x 10.4x 7.98x
EV / FCF - 6.41x 14.8x 7.7x 7x 4.84x
FCF Yield - 15.6% 6.75% 13% 14.3% 20.7%
Dividend per Share 2 - 0.176 0.302 0.0034 0.0042 0.0048
Rate of return - 3.83% 5.08% 0.05% 0.06% 0.07%
EPS 2 - 0.32 0.56 0.62 0.76 0.86
Distribution rate - 55% 53.9% 0.55% 0.55% 0.56%
Net sales 1 10,058 9,871 10,255 10,281 11,079 11,737
EBITDA 1 - 1,593 2,079 2,077 2,595 2,823
EBIT 1 - 817 1,473 848 1,065 1,273
Net income 1 - 466 830 906 1,116 1,267
Net Debt 1 - -370 -539 365 104 -796
Reference price 2 3.300 4.600 5.940 7.150 7.150 7.150
Nbr of stocks (in thousands) 1,522,707 1,525,210 1,532,194 1,532,821 - -
Announcement Date 5/30/24 6/9/25 6/6/26 - - -
1ZAR in Million2ZAR
Estimates

P/E, Detailed evolution

P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
19.73x2.67x10.57x2.61% 48.82B
29.1x3.8x13.5x-.--% 18.04B
10.93x0.38x1.74x4.7% 13.06B
12.35x3.36x6.87x6.03% 12.74B
47.52x3.67x17.67x0.63% 9.36B
8.95x1.31x5.08x1.84% 8.42B
23.41x7.68x14.26x4.11% 7.87B
16.42x3.43x11.03x0.48% 6.4B
13.65x1.3x4.88x2.84% 5.84B
Average 20.23x 3.07x 9.51x 2.58% 14.51B
Weighted average by Cap. 20.51x 2.93x 9.87x 2.6%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield