Update shared on 16 Dec 2025
Fair value Increased 2.96%Analysts have raised their price target for Northam Platinum Holdings by roughly R8 to R283.06, citing slightly stronger expected revenue growth, improved profit margins, and a modestly lower future price earnings multiple, despite a small uptick in the discount rate.
Valuation Changes
- Fair Value: Raised slightly from ZAR 274.94 to ZAR 283.06 per share, reflecting a modest uplift in the intrinsic valuation.
- Discount Rate: Increased marginally from 19.15 percent to 19.28 percent, implying a slightly higher required return for investors.
- Revenue Growth: Forecast revenue growth nudged higher from 18.61 percent to 18.84 percent, indicating a small improvement in expected top line momentum.
- Net Profit Margin: Projected margin has risen from 19.33 percent to 21.36 percent, suggesting better anticipated profitability.
- Future P/E: Forward valuation multiple has declined from 14.90x to 13.85x, implying a slightly cheaper earnings-based valuation despite the higher fair value estimate.
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