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Clean Energy Trends Will Expand PGM Catalyst Potential

Published
23 Feb 25
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
R875.64
35.3% overvalued intrinsic discount
04 Oct
R1,184.83
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1Y
86.1%
7D
-0.6%

Author's Valuation

R875.6435.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 5.13%

Valterra Platinum's analyst price target has risen from £832.91 to £875.64. This reflects analysts' expectations for improved profit margins, despite slightly softer revenue growth forecasts.

Shared on19 Sep 25
Fair value Increased 3.44%

Valterra Platinum’s modest price target increase to ZAR832.91 reflects analysts’ confidence in improved operational efficiency, robust platinum demand, and management’s consistent delivery, despite ongoing macroeconomic uncertainties. Analyst Commentary Improved operational efficiency and cost controls highlighted as supporting factors for modest target increases, despite a cautious outlook.

Shared on04 Sep 25
Fair value Decreased 1.39%

Valterra Platinum’s consensus price target was modestly reduced to ZAR805.20 as analysts balanced ongoing operational strength with caution over post-spinout headwinds and lingering sector risks. Analyst Commentary Bullish analysts cited continued strong performance post-spinout despite minor target reductions.

Shared on04 Aug 25
Fair value Increased 0.34%

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.