PGM Supply Challenges And Operational Resilience Will Define Future Prospects

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.

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.

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.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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.