Exxaro Resources stock | 2026 rating, price & analyst opinions

Exxaro Resources

JSE:EXX

R 212,66

R-1,85 (-0,86%)

212,66 R

R-1,85 (-0,86%)

End-of-day quote: 03/26/2026

Exxaro Resources Stock Value

The current analyst recommendation for JSE:EXX is: Buy.

Buy

Exxaro Resources Company Info

EPS Growth 5Y

1,90%

Market Cap

R49,79 B

Long-Term Debt

R11,26 B

Quarterly earnings

05/15/2026 (E)

Dividend

R18,27

Dividend Yield

8,59%

Founded

2000

Industry

Materials

Country

South Africa

Website

Exxaro Resources

ISIN Number

ZAE000084992

Website

http://www.exxaro.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

R220,00

3.45%

Last Update: 03/26/2026

Analysts: 5

Highest Price Target R250,00

Average Price Target R220,00

Lowest Price Target R195,00

In the last five quarters, Exxaro Resources’s Price Target has fallen from R220,98 to R215,17 - a -2,63% decrease. Five analysts predict that Exxaro Resources’s share price will increase in the coming year, reaching R220,00. This would represent an increase of 3,45%.

Top growth stocks in the materials sector (5Y.)

What does Exxaro Resources do?

Exxaro Resources Limited engages in coal, iron ore investment, pigment manufacturing, and renewable energy businesses in South Africa, Europe, Australia, and Asia. Business Segments The company organizes its operations into distinct business segments, providing the foundation for its diverse activities in the resources sector. Coal Mining This segment focuses on coal mining, where it has established itself as one of South Africa's largest coal producers. The company operates multiple coal mi...

Exxaro Resources Limited engages in coal, iron ore investment, pigment manufacturing, and renewable energy businesses in South Africa, Europe, Australia, and Asia.

Business Segments

The company organizes its operations into distinct business segments, providing the foundation for its diverse activities in the resources sector.

Coal Mining

This segment focuses on coal mining, where it has established itself as one of South Africa's largest coal producers. The company operates multiple coal mines, which significantly contribute to its revenue streams. The coal segment is further divided into various operations focusing on different production processes, from extraction to distribution. The company’s coal assets are complemented by initiatives in renewable energy, which showcases its strategy to adapt to a more sustainable future.

Iron Ore and Titanium

This segment engages in exploring and investing in minerals such as iron ore and titanium. This expansion of business segments allows the company to mitigate risks associated with reliance on a single commodity and enables it to tap into new market opportunities.

Business Strategy

The company’s business strategy is centered on growth and efficiency. The company aims to maintain its leadership position in the mining sector by focusing on coal and other mineral resources. The company’s commitment to creating long-term value for its stakeholders highly influences its strategic decision-making processes.

The company explores opportunities to optimize its existing coal mines and diversify into other mineral resources. This diversification acts as a buffer against market volatility and aligns with global trends toward a low-carbon economy. The company's innovative strategies incorporate technological advancements to improve mining productivity, reduce operational costs, and minimize environmental footprints. The company actively pursues initiatives aimed at ensuring responsible water and waste management, essential components of a comprehensive sustainable operational strategy.

Moreover, the company’s investment in research and development is pivotal to its strategic framework. The company's long-term plans entail enhancing the efficiency of its mining processes.

To align with its growth and sustainability plans, the company also engages in partnerships and joint ventures with other entities, fostering collaboration to innovate solutions in the mining and resources sector. These strategies collectively highlight the company’s commitment to building a resilient business model capable of adapting to global challenges and opportunities.

Products and Services

The company offers a comprehensive range of products and services centered primarily around coal and other mineral resources.

Thermal and Metallurgical Coal

The company offers thermal and metallurgical coal, which serves multiple sectors, including energy production and industrial processes. The company’s coal is mined from its various operations and is critical to the South African economy for electricity generation.

Iron Ore and Titanium

The company is involved in the exploration and production of other minerals, including iron ore and titanium. These additional products support the company’s diversification strategy and expand its market presence beyond traditional coal markets. The company ensures an integrated approach to mining operations, focusing on sustainable practices and optimizing resource use.

Services Related to Mining Operations

The company provides the services related to mining operations, which include logistical support, process management, and environmental management. By offering a suite of services, the company enhances the value proposition to its clients while maintaining a commitment to sustainability and corporate responsibility.

Geographical Markets Served

The company primarily operates in South Africa but has also expanded its geographical presence internationally. The company engages in coal production and sales in various markets, including Europe and Asia, where it effectively caters to the growing demand for energy resources.

Seasonality

The company’s operations may experience seasonality due to various factors, including climatic conditions and market demand cycles. Coal production, for instance, could fluctuate based on seasonal weather patterns that affect mining operations and logistical challenges related to transportation during inclement weather. Similarly, demand for coal is often influenced by seasonal trends in energy consumption, which can result in periodic sales variations.

Customers

The company serves a diverse clientele across various sectors. The company’s primary customers include energy producers, industrial manufacturers, and trading companies engaged in coal trading.

Sales and Marketing

The company employs a multi-faceted approach to sales and marketing, incorporating traditional and digital strategies to reach its diverse client base. The company's marketing efforts focus on creating awareness of its products and services, emphasizing quality and reliability. The company actively participates in industry conferences, trade fairs, and exhibitions to showcase its offerings and innovation to potential customers.

In addition, the company utilizes digital marketing channels to engage with clients and spread information about its product innovations and sustainability initiatives. Tackling the competitive landscape through an integrated marketing approach enables the company to effectively communicate value propositions to existing and potential customers, fostering trust and long-term relationships.

History

The company was incorporated in 2000. The company was formerly known as Kumba Resources Limited and changed its name to Exxaro Resources Limited in 2006.

Exxaro Resources Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Coal: approx. 80% - Renewable energies: approx. 10% - Other (e.g. iron, minerals): approx. 10% **TOP 3 markets and their percentage shares:** - South Africa: approx. 60% - Asia (especially China and India): approx. 25% - Europe: approx. 10% Exxaro Resources L...

At which locations are the company’s products manufactured?

**Main production sites:** South Africa Exxaro Resources Limited is a leading mining company in South Africa. The company mainly focuses on coal production, with the main mines and production facilities located in the provinces of Limpopo and Mpumalanga. These regions are known for their abundant c...

What strategy does Exxaro Resources pursue for future growth?

**Revenue Growth:** Estimated 8-10% annually (2026) **Investments in Renewable Energies:** 20% of the investment budget (2026) Exxaro Resources Limited pursues a strategy focused on diversification and sustainability. The company is committed to reducing its carbon footprint and is therefore increa...

Which raw materials are imported and from which countries?

**Imported Raw Materials/Supplies:** Machinery and equipment, chemicals, fuels **Main Import Countries:** China, Germany, USA Exxaro Resources Limited, a significant mining company in South Africa, mainly imports machinery and equipment necessary for mining and processing raw materials. These mach...

How strong is the company’s competitive advantage?

**Market share in coal mining in South Africa:** approximately 20% (2025) **EBITDA margin:** 32% (2025) **Resource base:** Over 7 billion tons of coal reserves (2025) Exxaro Resources Limited is one of the leading coal producers in South Africa and has a significant market share of about 20% in coa...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** Approximately 60% (estimate based on historical data) **Insider Purchases/Sales:** No significant transactions reported (2026) The institutional investor share in Exxaro Resources Limited typically stands around 60%, based on the latest available data and typical...

What percentage market share does Exxaro Resources have?

**Market share of Exxaro Resources Limited:** Estimated 5% (2026) **Main competitors and their market shares:** 1. Anglo American plc: 15% 2. Glencore plc: 12% 3. BHP Group: 10% 4. South32 Limited: 8% 5. African Rainbow Minerals: 6% 6. Exxaro Resources Limited: 5% 7. Sasol Limited: 4% 8. Vale S.A.:...

Is Exxaro Resources stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 6.2% (2025) **Dividend Yield:** 9.0% (2025) Exxaro Resources Limited recorded solid revenue growth of 8.5% in 2025, attributed to strong demand for its products and effective cost control. The 6.2% profit growth indicates the company's ability...

Does Exxaro Resources pay a dividend – and how reliable is the payout?

**Dividend Yield:** 8.5% (2026, estimated) **Dividend History:** Regular payouts over the last 5 years Exxaro Resources Limited has pursued a strong dividend policy in recent years. The estimated dividend yield of 8.5% in 2026 suggests that the company continues to offer attractive payouts. The...

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Exxaro Resources Stock Value

Exxaro Resources Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Exxaro Resources do?

Exxaro Resources Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Exxaro Resources Stock Value

Exxaro Resources Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Exxaro Resources do?

Exxaro Resources Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.