Analysts have raised their price target for Northam Platinum Holdings from R236.71 to R261.44, citing modest improvements in estimated fair value and revenue growth projections.
What's in the News
- The board has declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share the previous year. This amounts to approximately ZAR 800.2 million (Key Developments).
- Shareholders subject to a 20% dividend withholding tax will receive a final net cash dividend of 160.0 cents per share (Key Developments).
- Final dividend dates have been set as follows: the ex-dividend date is September 17, 2025, the record date is September 19, 2025, and payment will be made on September 22, 2025 (Key Developments).
- Production results for the year ended June 30, 2025, showed total refined metal produced from own operations reached 899,244 oz 4E, a slight increase from 892,876 oz 4E a year ago (Key Developments).
- Refined metal produced at Zondereinde and Booysendal mines exceeded guidance. Eland remained below guidance but showed improvement over the previous year (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen moderately from ZAR 236.71 to ZAR 261.44.
- Discount Rate has edged up marginally from 18.45% to 18.47%.
- Revenue Growth projections have increased slightly from 19.79% to 19.90%.
- Net Profit Margin has declined marginally from 18.77% to 18.71%.
- Future P/E has increased from 12.60x to 13.92x. This indicates a higher valuation multiple for expected earnings.
Disclaimer
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