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.
- Anglo American retains a 19.9% stake in Valterra Platinum post-demerger; shareholding to be fully separated over time.
- Valterra Platinum's Q2 and H1 2025 PGM production and sales volumes declined year-over-year, but full-year guidance remains intact at the lower end, factoring in operational disruptions.
- The Public Investment Corporation increased its holding to 11.15% of Valterra Platinum, while BlackRock reduced its stake to 4.67%; key director Themba Mkhwanazi departed post-demerger.
- Valterra was briefly added to several S&P indexes but subsequently dropped from all within days in June 2025.
Valuation Changes
Summary of Valuation Changes for Valterra Platinum
- The Consensus Analyst Price Target has significantly risen from ZAR739.36 to ZAR813.82.
- The Consensus Revenue Growth forecasts for Valterra Platinum has significantly risen from 1.8% per annum to 3.9% per annum.
- The Future P/E for Valterra Platinum has significantly risen from 21.75x to 26.50x.
Disclaimer
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