Update shared on 03 Nov 2025
Fair value Increased 5.74%Analysts have raised their price target for Northam Platinum Holdings from R261.44 to R276.44. This reflects increased conviction in the company's fair value, despite a slight uptick in the assumed discount rate and future price-to-earnings ratio.
What's in the News
- Northam Platinum Holdings' board has approved a final gross cash dividend of 200.0 cents per share for the year 2025. This marks a substantial increase from the previous year's 70.0 cents per share. (Key Developments)
- The aggregate final dividend amounts to approximately ZAR 800.2 million and will be paid from income reserves. (Key Developments)
- Shareholders subject to a 20% dividend withholding tax will receive a net dividend of 160.0 cents per share, up from 56.0 cents per share last year. (Key Developments)
- Important dividend dates include the ex-dividend date of September 17, 2025, the record date of September 19, 2025, and the payable date of September 22, 2025. (Key Developments)
Valuation Changes
- Fair Value: Increased from ZAR 261.44 to ZAR 276.44. This reflects a modest rise in the company's estimated worth.
- Discount Rate: Edged up slightly from 18.47% to 18.56%. This suggests a marginal adjustment in risk assumptions.
- Revenue Growth: Remained steady at approximately 19.90%. This indicates stable growth expectations.
- Net Profit Margin: Held virtually unchanged at around 18.71%. This signals a consistent profitability outlook.
- Future P/E: Rose from 13.92x to 14.76x. This points to a slightly more optimistic valuation for future earnings.
Disclaimer
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