DRDGF 6-K SEC Filing Analysis

Latest settled — T+20d

DRDGF ▼ -11.93% at T+20d

LONG call ✗ call lost -11.93% · α vs SPY -14.71% · entry $2.85 → $2.51

Next anchor: T+60d in 7w

Currently $2.51 · -11.93% from $2.85 entry

Entry anchored
May 6, 2026
via day open

T+1d

0.00%

call 0.00% · α +0.33%

$2.85

settled 5w ago

T+5d

0.00%

call 0.00% · α -1.13%

$2.85

settled 4w ago

T+20d

-11.93%

call -11.93% · α -14.71%

$2.51

settled 9d ago

T+60d

—

call — · α —

—

in 7w

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Executive Summary

DRDGOLD reported strong Q3 FY2026 operating results with gold production up 6% QoQ to 39,192 oz, revenue up 11% in USD terms to $181.5M, and operating profit up 24% to $113.5M. The company reaffirmed its FY2026 production guidance of 140k-150k oz at the upper end, with no debt and a cash balance of R2.3bn.

Actionable Insight

The strong operational performance and cost control reinforce positive momentum. With growth capex declining as projects near completion, free cash flow should improve. Watch for the final dividend decision in August 2026 and continued capital discipline.

Key Facts

Gold production: 1,219 kg (39,192 oz), +6% QoQ
Revenue: R2,963.1M ($181.5M), +6% (+11% USD) QoQ
Operating profit: R1,854.0M ($113.5M), +19% (+24% USD) QoQ
Adjusted EBITDA: R1,812.8M ($111.0M), +21% (+26% USD) QoQ
Cash operating cost per kg: R960,270 ($1,829/oz), -4% (-1% USD) QoQ
All-in sustaining cost: R1,067,744/kg ($2,034/oz), -5% (-1% USD) QoQ
Cash and equivalents: R2,316.3M, up from R1,734.4M at previous quarter
No bank debt; R1B revolving credit facility available
FY2026 production guidance reaffirmed: 140,000-150,000 oz at ~R995,000/kg cash cost

Financial Impact

Revenue +11% USD QoQ; operating profit +24% USD QoQ

revenueoperating profitEBITDAcash costsgold production

Risk Factors

Gold price volatility could impact revenue
Cost inflation or operational disruptions may affect margins
Execution risk on capital projects; any delays could pressure returns

Market Snapshot

Exchange

OTC

Sector

Gold and Silver Ores

Analyst Consensus

13% bullish (8 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

Document	Accession Number
6-K Filing (Primary)	0001628280-26-031016
Document: 0001628280-26-031016-index-headers.html	0001628280-26-031016
Document: 0001628280-26-031016-index.html	0001628280-26-031016
Document: 0001628280-26-031016.txt	0001628280-26-031016

US Market Status

Market Closed — Opens Mon (48h 58m)

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