Hulamin Ltd
Hulamin Ltd is a South African mining company that produces and sells ferroalloys, primarily silicon-based products used in the steelmaking and foundry industries.
Business. Hulamin Ltd (HLMJ.J) is an aluminum mining company operating within the Basic Materials sector. The firm generates revenue through the sale of products derived from its mining activities. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.
At a glance
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Hulamin Ltd (HLMJ.J) is an aluminum mining company operating within the Basic Materials sector. The firm generates revenue through the sale of products derived from its mining activities. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.
Hulamin's capital structure and liquidity position remain opaque due to the absence of balance-sheet inputs and no going-concern language in source documents, preventing a liquidity risk assessment. The company's valuation snapshot is not available, and no custom valuations have been computed for further analysis.
Profitability metrics are mixed, with the company reporting a negative earnings per share (EPS) of -0.48 ZAR in the latest period, compared to a mean EPS estimate of 0.61 ZAR for the current year. Revenue performance also shows a gap, with actual revenue of 13.05 billion ZAR trailing the mean revenue estimate of 16.41 billion ZAR. These figures suggest a potential earnings recovery but highlight the need for stronger revenue growth to meet analyst expectations.
Hulamin's business is concentrated in the production of ferroalloys, with no disclosed geographic diversification or segment breakdown in the available data. This lack of segmentation makes it difficult to assess the company's exposure to regional or product-specific risks.
Looking ahead, the company is expected to see a significant revenue increase, with a mean revenue estimate of 16.41 billion ZAR for the current year, representing a 25.8% year-over-year growth from the 13.05 billion ZAR reported in the prior period. However, the absence of detailed guidance or capital allocation plans limits visibility into the sustainability of this growth.
Risk factors include the inability to assess liquidity risk due to missing balance-sheet data and the lack of going-concern language in source documents. Dilution risk is currently low, with no near-term pressure identified, and no adjustments have been applied to the valuation due to missing or inconsistent data.
Recent events include the publication of analyst estimates, with all price targets set at 3.20 ZAR and a mean EPS estimate of 0.61 ZAR for the current year. No recent filings or transcripts have been disclosed in the available data, limiting insight into management commentary or strategic direction.
- Hulamin is a South African ferroalloy producer with a focus on silicon-based products for the steel and foundry industries.
- Analysts expect a significant revenue increase for the current year, but actual performance has lagged estimates.
- The company's profitability remains under pressure, with a negative EPS in the latest period.
- Liquidity risk cannot be assessed due to missing balance-sheet data and no going-concern language.
- No near-term dilution risk is identified, but the lack of financial transparency limits confidence in the valuation.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue ZAR 13.05B, +1,8% YoY; Operating income −79,3% YoY.
- ▍Revenue ZAR 13.05B, +1,8% YoY
- ▍Operating income −79,3% YoY
- ▍Net income −159,9% YoY
- ▍Free cash flow −136,5% YoY
- ▍Net margin -1.1%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,61 |
| Revenue | —no estimate | —no estimate | 16,4B ZAR |
| Operating income | —no estimate | —no estimate | 487,0M ZAR |
Options
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Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Hulamin Ltd Market data — financials · 2026-05-28
- Hulamin Ltd Market data — analyst estimates · 2026-05-28
Ownership & reference
Leadership
- Mark GounderChief Executive Officer, Executive Director