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Clean Energy Trends Will Expand PGM Catalyst Potential

VAL
VAL
AnalystConsensusTarget
Not Invested
Published 23 Feb 2025

Update shared on04 Aug 2025

Fair value Increased 0.34%
Previous
AnalystConsensusTarget's Fair Value
R816.55
6.3% overvalued intrinsic discount
08 Aug
R868.30
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1Y
39.4%
7D
4.5%

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.
  • Valterra was temporarily added to several S&P indices on June 2 but was removed from these indices almost immediately after the demerger.
  • The Public Investment Corporation increased its stake to 11.15%, while BlackRock reduced its holding to 4.67%; Themba Mkhwanazi stepped down as Regional Director.
  • 1H 2025 PGM production and sales volumes declined year-on-year, but full-year production guidance remains unchanged at the lower end following the Amandelbult flooding impact.
  • The Board declared an interim dividend of ZAR 2.00 per share, aligning with the stated policy of 40% of headline earnings.

Valuation Changes


Summary of Valuation Changes for Valterra Platinum

  • The Consensus Analyst Price Target remained effectively unchanged, at ZAR813.82.
  • The Consensus Revenue Growth forecasts for Valterra Platinum remained effectively unchanged, at 3.9% per annum.
  • The Net Profit Margin for Valterra Platinum remained effectively unchanged, at 11.77%.

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.