Company Analysis

Drdgold Ltd. (DRD)

NYSE: DRD · Gold and Silver Ores · filing with the SEC since 2002
Grade6.2
◀ Past 6.8● Present 6.5▶ Future 4.6
1 est.

The grade of Drdgold Ltd.

Nine metrics read from its own filings, by tense
Headline grade
6.2/10
◀ Past6.840% of the headline
● Present6.535% of the headline
▶ Future4.625% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.8/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
6.0/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 60th percentile among 73 sector filers · read for itself

From the record

Drdgold Ltd.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.0/10

What has it actually done, year after year?

+13.9% a year over 10 filed years; profitable in 10 of 10.

weight 33% of this tense · 70th percentile among 44 sector filers · read for its customers

From the record

Drdgold Ltd.'s 10 filed years say what it did: revenue went from ZAR 2.4 billion in fiscal 2016 to ZAR 7.9 billion in fiscal 2025, up 13.9% a year; it rose in 7 of 9 years; the deepest fall was 4% from fiscal 2016 to fiscal 2017; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span13.9%bottom 39% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 5% of its family
  • the deepest fall from a revenue peak3.8%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.3/10

How has it treated the people who own it?

Share count grew 0.2% a year. 24% of cash flow returned. Insiders: 20 sales, 0 purchases.

weight 22% of this tense · 83rd percentile among 38 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-06-30, Drdgold Ltd.'s diluted share count grew about 0.2% a year, and dividends and buybacks returned about 24% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 20 sales and 0 purchases of their own stock on the open market in the year to 2026-10-28 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 12% of its family
  • cash returned against operating cash flowtop 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.5/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
8.0/10

Is it financially healthy right now?

ROE 25%: 25¢ of profit per shareholder dollar. Leverage 27%: owes 27¢ per asset dollar.

weight 45% of this tense · 80th percentile among 62 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-06-30, Drdgold Ltd. earned about 25 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 26 cents per dollar of everything the company owns. Leverage: it owed about 27 cents per dollar of assets, and net share issuance: its share count grew 0.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 40% of its family
  • return on equitytop 6% of its family
  • gross profit against assetstop 19% of its family
  • the share count against the year beforetop 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.4/10

How strong is its position in its industry?

top 46% of 44 in its family; net margin 28.5%.

weight 33% of this tense · 54th percentile among 44 sector filers · read for its customers

From the record

Drdgold Ltd.'s standing among 44 graded names in its industry family: revenue of ZAR 7.9 billion in fiscal 2025 is not ranked by size, since the family reports in another currency; a net margin of 28.5% ranks in the top 28%; revenue growth of 15.5% a year over the last 3 filed years ranks in the bottom 35% (its annual reports).

What it rests on

  • net margin28.5%top 28% of its family
  • three-year revenue growth15.5%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
5.3/10

What are the people in charge doing?

SI estimate 5.3/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 16 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 16 members with one.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
family median, 16 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Drdgold Ltd.'s leadership is put at 5.3 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 16 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.6/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.6/10

How much room does it have to grow?

bottom 46% of 42 in its family for room to expand.

weight 22% of this tense · 46th percentile among 42 sector filers · read for itself

From the record

Drdgold Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of ZAR 1.3 billion against no long-term debt tagged leaves 10.7% of its assets as net cash, top 48% of its family; cash from operations less capital spending is 15.9% of revenue (bottom 49%); a gross margin of 39.7% (bottom 36%) (its annual report).

What it rests on

  • cash less debt against assets10.7%top 48% of its family
  • cash from operations less capital spending against revenue15.9%bottom 49% of its family
  • gross margin39.7%bottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.6/10

What could actually drive growth from here?

top 44% of 41 in its family for growth drivers.

weight 33% of this tense · 56th percentile among 41 sector filers · read for its customers

From the record

Drdgold Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew 15.5% a year over the last three filed years against 13.9% over all 10, speeding up (bottom 49% of its family); the newest year grew 26.3% (bottom 36%); capital spending grew 56.9% a year (top 17%) (its annual reports). Drdgold Ltd. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+1.5 points a yearbottom 49% of its family
  • the newest year's revenue growth26.3%bottom 36% of its family
  • three-year growth of capital spending56.9%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.8/10

Did its newest year beat what its own record pointed to?

bottom 38% of 38 in its family for expectations against reality.

weight 45% of this tense · 38th percentile among 38 sector filers · read for its shareholders

From the record

Drdgold Ltd.'s newest year against its own record: revenue of ZAR 7.9 billion in fiscal 2025 came in 14.4% above the ZAR 6.9 billion its prior three years' pace pointed to (bottom 46% of its family); net income of ZAR 2.2 billion against a prior three-year average of ZAR 1.2 billion (bottom 40%); a net margin of 28.5% against 22.2% before (bottom 28%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace14.4%bottom 46% of its family
  • net income against the prior three years' average+80%bottom 40% of its family
  • net margin against its prior average+6.3 pointsbottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton DRD · research, not advice