Napier Port Holdings

Asia-Pacific Demand And Infrastructure Investments Will Unlock Future Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Mar 25

Updated

04 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

44.8%

7D

1.1%

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1Y

44.8%

7D

1.1%

You can edit this narrative until Dec 5 12:05 PM. Then, changes will post as Updates.

Author's Valuation

NZ$3.722.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 2.34%

NPH: Higher Dividends And Mixed Cargo Trends Will Support Steady Outlook

Analysts have lifted their price target on Napier Port Holdings modestly from $3.64 to $3.72, reflecting slightly higher fair value assessments even as they temper assumptions for long term revenue growth, profit margins, and future earnings multiples. What's in the News Napier Port Holdings declared a fully imputed final 2025 dividend of $16 million, or $0.08 per share, payable on 16 December to shareholders on the register as at 3 December (company announcement).

Shared on 20 Nov 25

Fair value Increased 10%

NPH: Improved Profit Margins and Lower Risk Will Support Stable Outlook

Analysts have raised their price target for Napier Port Holdings from $3.30 to $3.64. They cite improvements in revenue growth projections, profit margins, and a lower discount rate as key reasons for the upward revision.

Shared on 01 May 25

Fair value Increased 3.62%

Shared on 24 Apr 25

Fair value Decreased 4.50%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 9.72%

AnalystConsensusTarget has increased future PE multiple from 23.6x to 29.0x and increased shares outstanding growth rate from -0.0% to 0.1%.

AnalystConsensusTarget Fair Value

NZ$3.72

2.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.87%

Infrastructure revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.28%

Calculation

NZ$43.47m

Earnings '28

x

20.31x

PE Ratio '28

=

NZ$882.74m

Market Cap '28

NZ$882.74m

Market Cap '28

/

192.66m

No. shares '28

=

NZ$4.58

Share Price '28

NZ$4.58 Share Price '28

Discounted to 2025 @ 7.32% p.a.

=

NZ$3.71

Fair Value '25