By 2029, Increased Chrome Production Will Diversify Revenue Streams

Published
10 Feb 25
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
R181.43
19.3% overvalued intrinsic discount
04 Aug
R216.50
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1Y
72.0%
7D
0.1%

Author's Valuation

R181.4

19.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 7.17%

The consensus Analyst Price Target for Northam Platinum Holdings increased to ZAR181.43, supported by upward revisions in both the future P/E multiple and revenue growth forecasts. What's in the News Zondereinde and Booysendal operations both exceeded refined metal production guidance, while Eland was below guidance.

Shared on21 Jul 25
Fair value Increased 31%

Northam Platinum Holdings' consensus price target has been notably revised upwards, reflecting improved profitability as seen in the rising net profit margin and a more attractive valuation with a lower future P/E, resulting in a new fair value estimate of ZAR169.29. Valuation Changes Summary of Valuation Changes for Northam Platinum Holdings The Consensus Analyst Price Target has significantly risen from ZAR129.71 to ZAR169.29.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.55%

AnalystConsensusTarget has increased profit margin from 13.7% to 17.0% and decreased future PE multiple from 12.9x to 10.4x.

Shared on09 Apr 25
Fair value Decreased 0.55%

AnalystConsensusTarget has decreased profit margin from 15.5% to 13.7% and increased future PE multiple from 11.7x to 12.9x.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.11%

AnalystConsensusTarget has increased profit margin from 13.4% to 15.5% and decreased future PE multiple from 13.4x to 11.7x.

Shared on13 Mar 25
Fair value Decreased 1.32%

AnalystConsensusTarget has increased revenue growth from 12.0% to 16.0%, increased profit margin from 11.5% to 13.4% and decreased future PE multiple from 16.8x to 13.4x.