SANDFIRE RESOURCES LIMITED (SFR)
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SFR

SFR - SANDFIRE RESOURCES LIMITED

FNArena Sector : Copper
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 0.47
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Sandfire Resources is an international copper producer with operations including the MATSA mining complex in Spain and the Motheo copper operation in Botswana. It listed on the ASX in 2004.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$20.86

06 Aug
2026

0.210

OPEN

$21.08

1.02%

HIGH

$21.38

2,688,018

LOW

$20.82

TARGET
$18.583 -10.9% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
29M . A1M . AR1 . CBE . CNB . CSC . CVV . CY5 . CYM . FFM . HGO . LEG . MLX . MM1 . MM8 . NEM . SLS . STM . TTM .
FNARENA'S MARKET CONSENSUS FORECASTS
SFR: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 120.1 xxx
DPS (cps) 21.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 17.6 xxx
Dividend Yield 1.0% xxx
Div Pay Ratio(%) 18.0% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 15/03 - ex-div 3c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx31.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx1,830.3 M
Book Value Per Share xxxxxxxxxxxxxxx594.0
Net Operating Cash Flow xxxxxxxxxxxxxxx746.3 M
Net Profit Margin xxxxxxxxxxxxxxx7.87 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx5.51 %
Return on Invested Capital xxxxxxxxxxxxxxx4.52 %
Return on Assets xxxxxxxxxxxxxxx3.16 %
Return on Equity xxxxxxxxxxxxxxx5.51 %
Return on Total Capital xxxxxxxxxxxxxxx10.39 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx434.8 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx23 M
Long Term Debt xxxxxxxxxxxxxxx363 M
Total Debt xxxxxxxxxxxxxxx386 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx169 M
Price To Book Value xxxxxxxxxxxxxxx1.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx311.5 M
Capex % of Sales xxxxxxxxxxxxxxx17.02 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,469 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx24 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx3 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.2

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

24/07/2026

3

Neutral

$20.55

-1.49%

Sandfire Resources produced 34,200t of copper in the June quarter, 13% ahead of UBS estimates amid record mill throughput and strong grades at both Motheo and Matsa.

The broker had been concerned about whether the business would make guidance given the challenges encountered earlier in the year. FY27 guidance for copper production is in line with expectations, around 100,000t.

UBS retains a Neutral rating and reduces the target to $20.55 from $20.70.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of 106.76 cents.
UBS forecasts a full year FY27 dividend of 54.11 cents and EPS of 150.63 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

(xx/xx/xxxx)

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

27/07/2026

4

Underweight

$15.50

-25.70%

Jarden maintains an Underweight rating for Sandfire Resources with a $15.50 target price following the release of the June quarter disclosure and initial FY27 operational guidance.

FY27 copper-equivalent production guidance is established between 150kt and 166kt, accompanied by directionally higher cost assumptions that prompt modest opex increases.

FY26 financial results delivered a solid beat, with unaudited EBITDA reaching US$867m and net cash improving to US$353m on robust cash conversion and working capital releases.

The final FY26 dividend is forecast to lift by 50% to 15.0c per share.

The analyst notes the stock is trading at a premium to valuation, prompting the retention of an Underweight stance whilst remaining alert to more attractive entry points.

FORECAST
Jarden forecasts a full year FY26 dividend of 21.94 cents and EPS of 162.33 cents.
Jarden forecasts a full year FY27 dividend of 58.50 cents and EPS of 226.67 cents.
Access Extra Coverage Research History >

SFR STOCK CHART

FNArena News on SFR

1
Plenty Of Catalysts Ahead For Capstone Copper

Aug 06 2026 - Commodities
2
Weekly Ratings, Targets, Forecast Changes – 31-07-26

Aug 03 2026 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Jul 30, 2026

Jul 30 2026 - Daily Market Reports
4
Rudi’s View: The August Earnings Test Is Approaching

Jul 29 2026 - Rudi's View
5
Australian Broker Call *Extra* Edition – Jul 27, 2026

Jul 27 2026 - Daily Market Reports

Latest Copper News

1
Plenty Of Catalysts Ahead For Capstone Copper

Aug 06 2026 - Commodities
2
Uptrend Resumes For Sandfire Resources Shares

May 12 2026 - Technicals
3
Beyond Capstone Copper’s Guidance Shock

Feb 20 2026 - Commodities
4
Break-Out For Capstone Copper Shares

Dec 09 2025 - Technicals
5
How Much Sandfire ‘Premium’ Is Justified?

Oct 29 2025 - Commodities
6
The Global Impact Of Trump’s Copper Tariff

Jul 14 2025 - Commodities
7
Capstone’s Copper Evolution Continues

Jul 02 2025 - Commodities
8
Capstone Copper At Inflection Point

Nov 26 2024 - Commodities
9
Sandfire’s Inverse-Head-And-Shoulders

Sep 24 2024 - Technicals
10
Listen To What Dr. Copper Has To Say

Jun 06 2024 - Technicals