by Gerhard Engelbrecht | Apr 21, 2026 | Construction and Basic Materials
Key message: A loss in 2H was driven mostly by the temporary ferrochrome smelter closures. Afrimat released a Trading Statement for FY26. HEPS is expected to increase by 27-37% to 91.8 – 99.1c. Key takeaways from the Results: The update infers a loss in 2H of 2-10c....
by Gerhard Engelbrecht | Mar 23, 2026 | Construction and Basic Materials
Key message: Impressive EBITDA expansion continues with the new RK3 plant due to boost margins even further. PPC hosted an Investor Day and released a Trading Statement for the 10 months to January 2026. The operating performance was better than expected with revenue...
by Rowan Goeller | Nov 27, 2025 | Construction and Basic Materials
Key message: Impressive EBITDA expansion continues with the new RK3 plant due to boost margins even further. PPC released 1H FY26 results. HEPS increased by 15% to 25c on a 6.2% and 23.5% increase in revenue and EBITDA respectively. Adjusted for unrealised foreign...