Update shared on 04 Dec 2025
Fair value Decreased 0.27%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).
- Gross 6E refined and saleable output rose to 830,000 oz from 807,000 oz a year earlier, indicating improved processing and throughput efficiency (company announcement).
- 6E sales volumes increased to 847,000 oz compared to 792,000 oz in the prior year quarter, reflecting stronger market offtake and sales execution (company announcement).
Valuation Changes
- The consensus analyst price target decreased slightly to ZAR 227.02 from ZAR 227.65, implying a marginal reduction in assessed fair value.
- The discount rate has risen slightly to 18.84% from 18.70%, reflecting a modestly higher perceived risk profile or required return.
- The revenue growth expectation has edged down to 14.62% from 14.93%, indicating a slightly more cautious top line outlook.
- The net profit margin forecast has improved modestly to 15.22% from 15.03%, suggesting better anticipated operating efficiency or cost control.
- The future P/E multiple has eased marginally to 17.46x from 17.51x, pointing to a slightly lower valuation multiple applied to forward earnings.
Disclaimer
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