Update shared on20 Sep 2025
Fair value Increased 2.85%Upward revisions to revenue growth forecasts and a substantial decline in the future P/E multiple have driven a modest increase in Northam Platinum Holdings' consensus price target to ZAR206.00.
What's in the News
- Northam Platinum Holdings declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share in 2024, totaling approximately ZAR 800.2 million.
- Net cash dividend for shareholders subject to 20% withholding tax is 160.0 cents per share, compared to 56.0 cents per share previously.
- Zondereinde and Booysendal operations both exceeded production guidance for refined metal, while Eland was below guidance; overall equivalent refined metal from own operations was within guidance at 899,244 oz 4E.
- Total refined metal produced increased to 937,942 oz 4E from 891,721 oz 4E year-on-year.
Valuation Changes
Summary of Valuation Changes for Northam Platinum Holdings
- The Consensus Analyst Price Target has risen slightly from ZAR200.29 to ZAR206.00.
- The Consensus Revenue Growth forecasts for Northam Platinum Holdings has significantly risen from 17.2% per annum to 23.3% per annum.
- The Future P/E for Northam Platinum Holdings has significantly fallen from 15.29x to 10.95x.
Disclaimer
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