Added to YB: 2026-01-27
Pitch date: 2026-01-23
BHP [bullish]
BHP Group Limited
+6.99%
current return
Author Info
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Company Info
BHP Group Limited operates as a resources company in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, South America, and internationally.
Market Cap
AUD 180.9B
Pitch Price
AUD 49.75
Price Target
N/A
Dividend
2.95%
EV/EBITDA
7.23
P/E
17.69
EV/Sales
3.71
Sector
Metals and Mining
Category
growth
Show full summary:
Theodosian Capital | Stocks Update 23/1/2026 – BHP – Operational update; Jansen overrun
BHP (update): Strong H1 ops, copper production guidance raised to 1.9-2.0kt, but Jansen potash costs up to $8.4bn (vs $5.7bn original). IRR now 7.9-9.1%. China demand resilient, India emerging. Trades 14.4x FY27 earnings, 3.6% yield. Future capex concerns but exposure to key commodities.
Read full article (2 min)