Assessing Deterra Royalties (ASX:DRR) Valuation After Updated MAC Production Figures

Simply Wall St.02-05 01:17

AdvertisementProduction update and why it matters for Deterra Royalties Deterra Royalties (ASX:DRR) has released fresh operating data, with BHP reporting MAC production of 38.0 Mwmt for December 2025 ...

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This is a key input for its royalty income.\nSee our latest analysis for Deterra Royalties.\nThe production update comes as Deterra Royalties’ A$4.26 share price sits on a 90 day share price return of 8.67% and a 1 year total shareholder return of 9.12%. This suggests some...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","DRR.AU":"DETERRA ROYALTIES LTD","BK4231":"零售房地产信托","BK4080":"零售业房地产投资信托","DRR":"Market Vectors Double Short Euro","BK7129":"钢铁","MAC":"马塞里奇房产"},"translate_title":"更新MAC产量数据后评估Deterra Royalties(ASX：DRR)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DRR.AU":1.5,"MAC":1.5,"DRR":1.5},"content_text":"AdvertisementProduction update and why it matters for Deterra Royalties Deterra Royalties (ASX:DRR) has released fresh operating data, with BHP reporting MAC production of 38.0 Mwmt for December 2025 and 72.6 Mwmt for the year to date. This is a key input for its royalty income. See our latest analysis for Deterra Royalties. The production update comes as Deterra Royalties’ A$4.26 share price sits on a 90 day share price return of 8.67% and a 1 year total shareholder return of 9.12%. This suggests some recent momentum following a softer 7 day share price return of 5.54%. If this kind of income linked story interests you, it could be a good moment to broaden your search with fast growing stocks with high insider ownership and see what else is catching the market’s attention. With the latest MAC production figures now available, Deterra’s A$4.26 share price, which is 14.6% below one estimate of intrinsic value and only slightly under an A$4.49 price target, raises an important question: is there still a buying opportunity here, or is the market already pricing in future growth? Most Popular Narrative: 5% Undervalued The most followed narrative for Deterra Royalties sees fair value at A$4.49, a little above the latest A$4.26 close, and anchors that view to detailed forecasts for revenue, earnings and capital allocation.  The analysts have a consensus price target of A$4.277 for Deterra Royalties based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of A$5.0, and the most bearish reporting a price target of just A$3.7.  Read the complete narrative. Want to see what is sitting behind that fair value gap? The narrative leans on revenue trends, margin resilience and a richer future earnings multiple. Curious how those ingredients fit together and what they imply for long term cash generation? The full narrative lays out the numbers in black and white. Result: Fair Value of A$4.49 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still risks that could upend that story, including weaker iron ore prices or new royalty projects falling short of expectations and delaying diversification. Find out about the key risks to this Deterra Royalties narrative.  Build Your Own Deterra Royalties Narrative If you are not fully sold on this storyline or prefer to weigh the numbers yourself, you can build a custom view in minutes with Do it your way. A great starting point for your Deterra Royalties research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If you like the structure and visibility of Deterra Royalties’ income stream, it is worth lining it up against other opportunities to see what else stands out.  Boost your hunt for potential bargains by scanning these 868 undervalued stocks based on cash flows, where pricing and cash flow expectations sit side by side. Zero in on income potential by lining up these 13 dividend stocks with yields > 3% that may complement a royalty focused holding. Get ahead of emerging themes by checking out these 19 cryptocurrency and blockchain stocks shaping parts of the listed digital assets space.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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