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Thungela Resources Limited (DE:6UP)
FRANKFURT:6UP
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 25, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.33Last Year’s EPS
0.49Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Mar 17, 2025
|% Change Since: -13.87%
|Next Earnings Date:Aug 25, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted Thungela's strong operational performance and strategic execution, with significant production achievements and safety milestones. However, the financial performance was moderated by a softer price environment and challenges in Asian markets, impacting revenues and costs. The company remains confident in its long-term strategy and market fundamentals.Company Guidance
During the call, Thungela's CEO, July Ndlovu, provided guidance for 2025, highlighting a production range of 12.8 to 13.6 million tonnes of export saleable production in South Africa, contingent on Transnet rail performance between 54 and 58 million tonnes. The cost per tonne is anticipated to be between ZAR 1,220 and ZAR 1,300, including royalties. Sustaining capital expenditure is projected at ZAR 1.4 to 1.7 billion, with expansionary CapEx set at ZAR 1.1 to 1.2 billion. For the Ensham operations in Australia, production guidance ranges from 3.7 to 4.1 million tonnes, with costs expected between ZAR 1,650 and ZAR 1,780 per tonne. The sustaining CapEx at Ensham is forecasted to be ZAR 700 to ZAR 950 million, including a one-off ZAR 250 million for licenses. Additionally, ZAR 400 million is allocated for the gas project demonstration plant in Limpopo.Fatality-Free Operations
Thungela has been operating a fatality-free business for more than 2 years, with a total recordable case frequency rate improving to 1.93 for the group.
Exceeded Production Guidance
The group recorded 17.7 million tonnes of export saleable production, exceeding market guidance in both South Africa and at Ensham.
Net Profit and Shareholder Returns
Thungela recorded a net profit of ZAR 3.5 billion, with a declared final ordinary cash dividend of ZAR 11 per share and a share buyback of up to ZAR 300 million.
Improvement in Rail Performance
Transnet Freight Rail performance improved with an 8.4% increase from 2023, railed 51.9 million tonnes for the industry in 2024.
Significant Production Improvement at Ensham
Ensham achieved 4.1 million tonnes of export saleable production in 2024, a significant improvement from a run rate of 2.7 million tonnes.
DE:6UP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:6UP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 17, 2025 | €4.87 | €5.12 | +5.32% |
Aug 19, 2024 | €5.46 | €5.32 | -2.49% |
Mar 18, 2024 | €4.18 | €4.30 | +2.73% |
Aug 21, 2023 | €4.98 | €4.98 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Thungela Resources Limited (DE:6UP) report earnings?
Thungela Resources Limited (DE:6UP) is schdueled to report earning on Aug 25, 2025, TBA Not Confirmed.
What is Thungela Resources Limited (DE:6UP) earnings time?
Thungela Resources Limited (DE:6UP) earnings time is at Aug 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Thungela Resources Limited stock?
The P/E ratio of Thungela Resources Limited is N/A.
What is DE:6UP EPS forecast?
DE:6UP EPS forecast for the fiscal quarter 2025 (Q2) is 0.33.