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AnalystConsensusTarget updated the narrative for IMP

Update shared on 05 Oct 2025

Fair value Increased 15%
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AnalystConsensusTarget's Fair Value
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1Y
118.1%
7D
3.7%

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.

What's in the News

  • Impala Platinum Holdings issued new earnings guidance for the year ended 30 June 2025. The company indicated an expected improvement in basic earnings per share and a return to profitability, but also a decline in headline earnings per share due to lower sales volumes and inflation. (Key Developments)
  • Headline earnings and headline earnings per share for the current period are projected to decrease by between 63% and 79% compared to the previous year. (Key Developments)
  • For the previous period, the Group reported headline earnings of ZAR 2.4 billion and a basic loss of ZAR 17.3 billion, which was significantly impacted by impairments. (Key Developments)
  • Gross Group 6E production for the year ended 30 June 2025 decreased by 3% to 3.55 million ounces compared to the prior year's 3.65 million ounces. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has increased from ZAR 170.83 to ZAR 196.67, reflecting greater optimism in the company's outlook.
  • Discount Rate has risen slightly from 17.96% to 18.08%, indicating a modest adjustment in perceived risk.
  • Revenue Growth expectation has improved from 13.72% to 14.11%.
  • Net Profit Margin is now projected at 13.23%, up from 12.63% in the previous assessment.
  • Future P/E ratio forecast has climbed from 15.84x to 17.29x, suggesting increased valuation multiples.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.