Update shared on29 Aug 2025
Fair value Increased 9.84%Impala Platinum Holdings’ consensus price target has been revised upward to ZAR167.50, as a higher future P/E multiple offsets a decline in net profit margin.
What's in the News
- The company expects to report improved basic EPS for FY2025 compared to a basic loss per share in FY2024, mainly due to the prior period’s significant impairments.
- Headline earnings per share (HEPS) for FY2025 are expected to decline by 63–79% year-over-year, due to lower sales volumes and inflation, despite flat revenue per 6E ounce sold.
- Headline and basic earnings for FY2025 are anticipated to range between ZAR 0.5 billion and ZAR 0.9 billion, with EPS and HEPS expected at 56–100 cents per share, compared to HEPS of 269 cents and basic loss per share of 1,929 cents in FY2024.
- Gross Group 6E production for FY2025 fell 3% to 3.55 million ounces, down from 3.65 million ounces in FY2024.
Valuation Changes
Summary of Valuation Changes for Impala Platinum Holdings
- The Consensus Analyst Price Target has risen from ZAR152.50 to ZAR167.50.
- The Future P/E for Impala Platinum Holdings has significantly risen from 8.38x to 9.86x.
- The Net Profit Margin for Impala Platinum Holdings has significantly fallen from 21.72% to 19.30%.
Disclaimer
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