Sanlam Transaction Will Dilute Margins Amid Rising Costs

Published
01 May 25
Updated
29 Jul 25
AnalystConsensusTarget's Fair Value
UK£1.82
6.2% overvalued intrinsic discount
29 Jul
UK£1.94
Loading
1Y
16.8%
7D
1.4%

Author's Valuation

UK£1.8

6.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 20%

Upward revisions in both consensus revenue growth forecasts (from 5.6% to 8.5%) and net profit margin (from 23.85% to 24.95%) have driven a significant increase in Ninety One Group’s analyst price target from £1.52 to £1.82. What's in the News Ninety One Group proposed a final dividend of 6.8 pence per share, bringing the full year dividend to 12.2 pence per share, with payment scheduled for 7 August to shareholders on record as of 18 July.