Der Brochen And Mogalakwena Developments Will Improve Future PGM Efficiency

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AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
23 Feb 25
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
R813.82
5.7% overvalued intrinsic discount
04 Aug
R859.82
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1Y
39.4%
7D
4.7%

Author's Valuation

R813.8

5.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25

With both forecast revenue growth and net profit margin remaining stable, analysts have left their consensus fair value estimate for Valterra Platinum unchanged at ZAR813.82. What's in the News Anglo American plc completed the spin-off of a 51% stake in Anglo American Platinum, which was renamed Valterra Platinum Limited; Anglo American retains a 19.9% shareholding and Valterra now trades on both the JSE and LSE.

Shared on04 Aug 25
Fair value Increased 10%

Upward revisions to both revenue growth forecasts and future P/E multiples have driven the consensus analyst price target for Valterra Platinum higher, now at ZAR813.82. What's in the News Anglo American Platinum Limited has completed its demerger from Anglo American plc, rebranding as Valterra Platinum Limited, with shares now trading on both the JSE and LSE.

Shared on17 Jul 25
Fair value Increased 7.94%

Shared on01 May 25
Fair value Increased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.72%

AnalystConsensusTarget has increased revenue growth from 0.6% to 0.9%.

Shared on09 Apr 25
Fair value Decreased 1.64%

AnalystConsensusTarget has decreased revenue growth from 0.8% to 0.6%.

Shared on02 Apr 25
Fair value Increased 1.66%

AnalystConsensusTarget has decreased revenue growth from 1.4% to 0.8% and increased future PE multiple from 20.7x to 23.7x.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.81%

AnalystConsensusTarget has decreased revenue growth from 3.5% to 1.4%, decreased profit margin from 18.2% to 12.5% and increased future PE multiple from 13.2x to 20.7x.

Shared on12 Mar 25
Fair value Decreased 3.26%

AnalystConsensusTarget has decreased revenue growth from 5.6% to 3.5%, increased profit margin from 10.4% to 18.2% and decreased future PE multiple from 21.8x to 13.2x.