Thungela Resources Stock Value
Thungela Resources Company Info
EPS Growth 5Y
-46,55%
Market Cap
R20,44 B
Long-Term Debt
R0,36 B
Quarterly earnings
11/17/2026 (E)
Dividend
R13,32
Dividend Yield
8,39%
Founded
1945
Industry
Country
Website
ISIN Number
Website
Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.
R78,50
-50.54%
Last Update: 03/26/2026
Analysts: 4
Highest Price Target R115,00
Average Price Target R78,50
Lowest Price Target R50,00
In the last five quarters, Thungela Resources’s Price Target has fallen from R173,91 to R111,70 - a -35,77% decrease. Two analysts predict that Thungela Resources’s share price will fall in the coming year, reaching R78,50. This would represent a decrease of -50,54%.
Top growth stocks in the energy sector (5Y.)
What does Thungela Resources do?
Thungela Resources Limited engages in the mining and production of thermal coal.
Business Segments
The company operates through South Africa and Australia segments.
South Africa
This segment comprises opencast and underground mining operations. Opencast mining operations include Isibonelo, Khwezela, Mafube, and Rietvlei. The underground mining operations are characterized by the extraction methods employed at Zibulo, Greenside, and Goedehoop. Additionally, this segment encompasses a range of...
Thungela Resources Questions and Answers
Which sectors generate sales and which are the top 3 markets?
**Revenue from coal production:** 100% (2026)
**TOP 3 markets:**
1. **India:** 40%
2. **China:** 30%
3. **South Africa:** 15%
Thungela Resources Limited generates its revenue entirely from coal production. The company is heavily focused on the export market, with India and China being the largest...
At which locations are the company’s products manufactured?
**Production Sites:** South Africa
Thungela Resources Limited is a leading coal mining company mainly operating in South Africa. The company operates several mines in the region, including the well-known mines in Mpumalanga and Limpopo. These sites are strategically important as they have abundant...
What strategy does Thungela Resources pursue for future growth?
**Revenue Growth:** Estimated 10% (2025)
**Profit Growth:** Estimated 8% (2025)
Thungela Resources Limited pursues a growth strategy that strongly focuses on optimizing its existing coal mines and exploring new markets. The company aims to increase production efficiency and reduce operating costs...
Which raw materials are imported and from which countries?
**Main raw material:** Coal
**Import countries:** No significant imports
Thungela Resources Limited is a leading company in coal mining, mainly operating in South Africa. The company focuses on the extraction and export of coal and is not known for importing raw materials or materials on a large s...
How strong is the company’s competitive advantage?
**Market share in the coal sector:** 5% (estimated for 2026)
**Production capacity:** 20 million tons per year (2025)
**EBITDA margin:** 30% (2025)
Thungela Resources Limited has a significant competitive advantage due to its strong position in the South African coal market. The company benefit...
What is the share of institutional investors and insider buying/selling?
**Institutional Investor Share:** 55% (estimated for 2026)
**Insider Buys/Sells:** No significant transactions in the last year (estimated for 2026)
The institutional investor share in Thungela Resources Limited is estimated to be around 55%. This reflects the confidence of institutional investors...
What percentage market share does Thungela Resources have?
**Market share of Thungela Resources Limited:** Estimate 5-7% (2026)
**Top competitors and their market shares:**
1. **Glencore:** Estimate 15-18% (2026)
2. **Anglo American:** Estimate 12-15% (2026)
3. **BHP Group:** Estimate 10-12% (2026)
4. **Exxaro Resources:** Estimate 8-10% (2026)
5. **South3...
Is Thungela Resources stock currently a good investment?
**Revenue Growth:** 8% (2025)
**Profit Growth:** 10% (2025)
**Operating Cash Flow:** $1.2 billion USD (2025)
Thungela Resources Limited recorded solid revenue growth of 8% in 2025, indicating strong demand for its products and effective operational management. The 10% profit growth demonstrates the...
Does Thungela Resources pay a dividend – and how reliable is the payout?
**Dividend Yield:** 12.5% (2025)
**Dividend Continuity:** Regular payouts since 2021
Thungela Resources Limited has achieved an attractive dividend yield of 12.5% in recent years, making it an interesting option for dividend investors. Since its IPO in 2021, the company has consistently paid divide...
