Shared on 04 Dec 25

Fair value Decreased 0.27%

IMP: Future Returns Will Reflect Mixed Production Trends And Improving Margins

Analysts have slightly lowered their price target for Impala Platinum Holdings to R227.02 from R227.65, citing a marginally higher discount rate and slightly softer revenue growth expectations, partly offset by an improved profit margin outlook and a near unchanged future P/E assumption. What's in the News Reported first quarter 2025 6E group production of 882,000 oz, down from 928,000 oz in the prior year period, highlighting modest operational pressure (company announcement).

Shared on 20 Nov 25

Fair value Increased 3.70%

IMP: Rising Profit Margins Will Drive Improved Returns in Coming Year

Analysts have increased their price target for Impala Platinum Holdings from R219.52 to R227.65, citing improved profit margin expectations and stronger projected revenue growth. What's in the News Impala Platinum Holdings announced operating results for Q1 2025, reporting 6E Group production of 882,000 oz, down from 928,000 oz a year ago (Key Developments).

Shared on 03 Nov 25

Fair value Increased 4.10%

Analysts have raised their price target for Impala Platinum Holdings from $210.88 to $219.52, citing moderate improvements in fair value estimates as well as future earnings multiples. What's in the News Impala Platinum Holdings issued new earnings guidance for the year ending 30 June 2025 (Key Developments).

Shared on 20 Oct 25

Fair value Increased 7.23%

Impala Platinum Holdings has seen its analyst price target rise from R196.67 to R210.88. This reflects analysts' optimism driven by modest improvements in forecast revenue growth and market valuation multiples.

Shared on 05 Oct 25

Fair value Increased 15%

Analysts have raised their price target for Impala Platinum Holdings from R170.83 to R196.67. They cite improved revenue growth expectations and higher anticipated profit margins as key drivers for the upward revision.

Shared on 20 Sep 25

Fair value Increased 1.99%

The upward revision in the analyst price target for Impala Platinum Holdings reflects an increase in consensus revenue growth forecasts, partially offset by a slight decline in net profit margin, resulting in a modest increase in fair value from ZAR167.50 to ZAR170.83. What's in the News Impala Platinum expects basic earnings per share (EPS) for FY2025 to improve compared to the prior year’s loss, but headline earnings per share (HEPS) are projected to decrease by 63% to 79%, mainly due to lower sales volumes and inflationary pressures.

Shared on 29 Aug 25

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.

Shared on 04 Aug 25

Fair value Increased 6.40%

Driven by a marked improvement in net profit margin and a lower future P/E ratio, analysts have raised their fair value estimate for Impala Platinum Holdings, reflected in a higher price target of ZAR152.50. Valuation Changes Summary of Valuation Changes for Impala Platinum Holdings The Consensus Analyst Price Target has risen from ZAR143.33 to ZAR152.50.

Shared on 21 Jul 25

Fair value Increased 23%

The substantial increase in Impala Platinum Holdings' price target is underpinned by a notable improvement in net profit margin and a more attractive forward P/E, resulting in a revised fair value of ZAR143.33. Valuation Changes Summary of Valuation Changes for Impala Platinum Holdings The Consensus Analyst Price Target has significantly risen from ZAR116.65 to ZAR143.33.

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

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 Increased 2.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 2.87%

AnalystConsensusTarget has increased revenue growth from 7.7% to 10.5%, increased profit margin from 5.6% to 10.6% and decreased future PE multiple from 26.8x to 13.8x.

IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline

IMP: Future Returns Will Reflect Mixed Production Trends And Improving Margins

IMP: Rising Profit Margins Will Drive Improved Returns in Coming Year

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