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Update shared on04 Aug 2025

Fair value Increased 7.17%
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%

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.
  • Total equivalent refined metal produced from own operations was 899,244 oz 4E, in line with guidance and slightly up from the prior year.
  • Total refined metal produced increased to 937,942 oz 4E from 891,721 oz 4E.
  • Refined metal sold rose to 933,210 oz 4E versus 899,377 oz 4E the previous year.
  • Total metal sold was 1,006,475 oz 4E, within guidance and up from 950,251 oz 4E.

Valuation Changes


Summary of Valuation Changes for Northam Platinum Holdings

  • The Consensus Analyst Price Target has risen from ZAR169.29 to ZAR181.43.
  • The Future P/E for Northam Platinum Holdings has risen from 8.87x to 9.47x.
  • The Consensus Revenue Growth forecasts for Northam Platinum Holdings has risen slightly from 18.5% per annum to 19.2% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.