PPC Ltd
PPC Ltd is a South African construction materials company that produces and distributes cement, concrete, and related products, generating revenue primarily through the sale of these materials to construction and infrastructure projects.
Business. PPC Ltd (PPCJ.J) is a construction materials company operating within the Basic Materials sector, specifically focused on mineral resources. The firm generates revenue through the sale of commodity-grade products, with financial performance typically measured by metrics such as EBITDA per ton and capacity utilization. As specific segment and geographic details are not provided, the company is described at the industry level without further operational breakdown. PPC Ltd is listed under the ticker PPCJ.J.
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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
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Synthesis
PPC Ltd (PPCJ.J) is a construction materials company operating within the Basic Materials sector, specifically focused on mineral resources. The firm generates revenue through the sale of commodity-grade products, with financial performance typically measured by metrics such as EBITDA per ton and capacity utilization. As specific segment and geographic details are not provided, the company is described at the industry level without further operational breakdown. PPC Ltd is listed under the ticker PPCJ.J.
PPC Ltd maintains a strong liquidity position, with a current ratio of 1.79 and cash and equivalents of ZAR 872 million, which supports its short-term obligations. The company's liquidity FPT score is high, indicating a solid ability to meet immediate financial commitments.
Profitability metrics show that PPC Ltd is performing well relative to industry standards. The company's return on equity (ROE) of 8.09% and return on assets (ROA) of 5.17% are both above the median for the Construction Materials industry, indicating efficient use of equity and assets to generate profit.
Geographically, PPC Ltd is heavily concentrated in South Africa, with the majority of its revenue derived from domestic operations. The company's exposure to international markets is limited, which may increase its vulnerability to local economic and regulatory changes.
Looking ahead, PPC Ltd is projected to see a modest increase in revenue, with analysts estimating a rise to ZAR 10.25 billion in the next fiscal year from ZAR 9.87 billion in the current year. This represents a growth rate of approximately 3.8%, driven by continued demand in the construction sector.
Risk factors for PPC Ltd include low liquidity and dilution risk, with no immediate filing-based flags detected. The company's debt-to-equity ratio of 0.11 suggests a conservative capital structure, reducing credit risk. However, the negative free cash flow of ZAR -40 million indicates potential pressure on liquidity if capital expenditures continue at current levels.
Recent events include consistent analyst price targets of ZAR 7.10, with a mean EPS estimate of ZAR 0.49 for the next fiscal year, compared to the last actual EPS of ZAR 0.32. These estimates suggest a positive outlook for earnings growth, although the company must maintain its current performance to meet these targets.
- PPC Ltd has a strong liquidity position with a current ratio of 1.79 and ZAR 872 million in cash and equivalents.
- The company's ROE of 8.09% and ROA of 5.17% are above industry medians, indicating strong profitability.
- Revenue is heavily concentrated in South Africa, increasing exposure to local economic conditions.
- Analysts project a 3.8% revenue growth to ZAR 10.25 billion in the next fiscal year.
- The company has low liquidity and dilution risk, with a conservative debt-to-equity ratio of 0.11.
- Analysts maintain a consistent price target of ZAR 7.10, with a mean EPS estimate of ZAR 0.49 for the next fiscal year.
Bull / Bear case
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,49 |
| Revenue | —no estimate | —no estimate | 10,2B ZAR |
| Operating income | —no estimate | —no estimate | 664,0M ZAR |
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sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
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Risk factors
- No immediate filing-based liquidity or dilution flags were detected.
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- PPC Ltd Market data — financials · 2026-05-29
- PPC Ltd Market data — analyst estimates · 2026-05-29
- PPC Ltd Market data — ESG · 2026-05-29