DRDGOLD's revenue more than doubled from $2.5B in 2022Q2 to $6.0B in 2026Q4, with growth accelerating to 48.4% and gross margin expanding from 24.2% to 57.0%, suggesting substantial positive operating leverage as SG&A rose only 51% over the period.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 19, 2026 | $16.41 vs — | $372M-8.9% vs $409M |
Q1 2026 Feb 18, 2026 | $0.14 vs — | $315M-4.6% vs $330M |
Q3 2025 Aug 20, 2025 | $0.84 vs — | $231M+0.7% vs $229M |
Q1 2025 Feb 18, 2025 | $0.06 vs — | $207M-40.8% vs $349M |
The company generates high returns on tangible assets through efficient tailings retreatment. Record gold prices and disciplined capital investment have significantly boosted 2026 cash flow.
DRDGOLD NYSE: DRD said it maintained gold production of 155,000 ounces in its latest financial year while advancing a multiyear infrastructure program intended to increase throughput, extend mine lives and support higher output by fiscal 2028.
DRDGOLD is rated a buy, currently undervalued by 25.53% YoY, with significant upside tied to gold price strength and operational expansion. DRD targets FY 2027 gold production of 160,000–170,000 ounces, with Vision 2028 aiming for 6 tons annually, supported by ongoing CapEx and plant expansions. Unhedged gold exposure positions DRD to benefit from forecasted gold price increases, with FY 2027 revenue projected at $891 million, up 29.85% YoY.
DRDGOLD (DRD) leverages high gold prices to fund infrastructure expansion, aiming for long-term competitiveness beyond current gold cycles. DRD's investment thesis centers on expanding tailings disposal capacity and integrated infrastructure, not simply projecting recent earnings growth from elevated gold prices. Valuation is attractive, with DRD trading at significant discounts to sector P/E and EV/EBITDA multiples, while reinvesting heavily in growth and maintaining a debt-free balance sheet.
Benchmark DRD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for DRDGOLD Limited (DRD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $25.48 | $221.76M | 0.90 | 36.23% | 38.14% | 38.02% | 20.47% | |
| $92.99 | $47.03B | 12.11 | 70.78% | 32.63% | 37.21% | 3.96% | |
| $17.17 | $10.73B | 6.37 | 41.72% | — | — | 2.39% | |
| $39.17 | $35.06B | 9.94 | 68.77% | — | — | 2.02% | |
| $9.50 | $7.63B | -21.44 | 15.65% | — | — | 0.25% | |
| $35.58 | $7.58B | 14.09 | 39.93% | 31.73% | 11.88% | — |
DRDGOLD Limited (DRD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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DRDGOLD Limited (DRD) stock FAQ — growth, dividends, profitability & financials explained
DRDGOLD Limited (DRD) reported $10.73B in revenue in fiscal year 2026. That is 3748% more than the $278.9M of fiscal year 1997.
DRDGOLD Limited (DRD) grew revenue by 36.2% in fiscal year 2026, compared with the prior fiscal year.
Yes. DRDGOLD Limited (DRD) earned $4.09B in net income in fiscal year 2026 (a 38.1% net margin).
Yes. DRDGOLD Limited (DRD) pays a dividend that yields 20.47% at the current price, a high yield.
DRDGOLD Limited (DRD) had a return on equity (ROE) of 38.0% in fiscal year 2026. That is well above the market's typical 10-15%.
DRDGOLD Limited (DRD) generated $2.06B in free cash flow in fiscal year 2026.
