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Ninety One Group Community
LSE:N91 Community
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AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sanlam Transaction Will Dilute Margins Amid Rising Costs
Key Takeaways Overoptimism about the Sanlam partnership and cost-saving initiatives may not offset near-term earnings dilution and persistent structural margin pressure. Shifting investor preferences, regulatory tightening, and emerging market volatility present continued risks to asset flows, fees, and overall revenue stability.
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UK£1.82
FV
4.8% overvalued
intrinsic discount
8.52%
Revenue growth p.a.
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9 days ago
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Your Valuation for
N91
N91
Ninety One Group
Your Fair Value
UK£
Current Price
UK£1.91
12.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Increase
Past
Future
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887m
2015
2018
2021
2024
2025
2027
2030
Revenue UK£887.1m
Earnings UK£223.9m
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