Harmony Gold Mining Company Limited

NYSE•HMY

CEO: Mr. Beyers B. Nel BEng, BSc, MBA

セクター: Basic Materials

業種: Gold

上場日: 1994-05-17

Harmony Gold Mining Company Limited engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australasia. The company explores for gold, uranium, silver, and copper deposits. It has eight underground operations in the Witwatersrand Basin; the Kraaipan Greenstone Belt; and various surface source operations in South Africa. In addition, the company owns interests in the Hidden Valley, an open-pit gold and silver mine; and the Wafi-Golpu project located in Morobe Province in Papua New Guinea. Further, it holds interest in Rosby and Eva Copper Project located in Queensland, Australia. The company was incorporated in 1950 and is based in Randfontein, South Africa.

連絡先情報

Randfontein Office park, Corner of Main Reef Road and Ward Avenue, Randfontein, 1759, South Africa

27-11-411-2000

www.harmony.co.za

時価総額

$10.54B

PER (TTM)

10.7

27.1

配当利回り

1.4%

52週高値

$26.06

52週安値

$11.67

52週レンジ

36%

順位42Top 47.5%

3.9

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.9 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.00B+23.28%

直近4四半期の推移

EPS

$0.57+148.34%

直近4四半期の推移

フリーCF

$294.89M+31.22%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Strong Gold Price Realization Average realized gold price US$2,620/oz in fiscal 2025, up significantly from US$1,999/oz in fiscal 2024, boosting revenue.

Revenue Increased Significantly Total revenue reached R73.9B, up from R61.4B in fiscal 2024, driven by higher average US$ gold prices realized across operations.

MAC Acquisition Completed Completed acquisition of MAC for US$1.01B cash consideration on 24 October 2025, funded via US$875M bridge facility drawdown.

リスク要因

ICFR Material Weaknesses Management identified material weaknesses in internal control over financial reporting, leading to an adverse attestation opinion from EY.

South Africa Power Supply Risks Operations remain exposed to Eskom instability and escalating power costs, eroding free cash flow margins despite energy efficiency efforts.

Regulatory Uncertainty in South Africa Ongoing legislative changes regarding MPRDA, royalties, and potential state intervention create uncertainty for mining rights and profitability.

見通し

FY2026 Operational CapEx Budget Operational capital expenditure budgeted at R12.9B for fiscal 2026, excluding renewables and international projects like Eva Copper.

Renewable Energy Expansion Plans Proposing to increase procurement of wheeled wind energy to 260 MW by Q4 2027 to support decarbonization targets.

Post-Acquisition Financing Strategy Plan to refinance US$1.25 Billion Bridge Facility used for MAC acquisition through mix of existing cash, debt, and debt-like instruments.

同業比較

売上高 (TTM)

$16.18B

-0.1%

SBSW

$13.20B

+9.9%

$12.74B

+3.6%

粗利益率 (最新四半期)

RGLD

64.5%

-12.3pp

AGI

60.1%

+12.9pp

IAG

53.9%

+1.5pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
SQM	$22.23B	36.8	10.9%	33.2%
AGI	$20.75B	23.4	22.5%	3.7%
RGLD	$18.09B	47.5	10.9%	10.1%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

5.4%

安定成長

4四半期純利益CAGR

3.5%

収益性の緩やかな改善

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年9月1日

EPS:$1.14

売上高:$3.11B

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし