Shared on 05 May 26

Fair value Decreased 0.68%

VAL: Future Returns Will Hinge On Production Delivery And Dividend Discipline

Analysts have trimmed their price target on Valterra Platinum by ZAR10 to reflect updated assumptions for slightly lower revenue growth, a higher discount rate, improved profit margins and a reduced future P/E multiple, in line with recent mixed Street research that includes both a target cut and an upgrade. Analyst Commentary Recent research captures a mixed but focused view on Valterra Platinum, with one camp adjusting price targets lower and another shifting to a more positive stance.

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Shared on 23 Feb 26

Fair value Increased 41%

VAL: Fair Value Will Hinge On Execution Of Production And Margin Guidance

The analyst price target for Valterra Platinum has shifted from ZAR1,050.28 to ZAR1,480.70, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change. What's in the News Valterra Platinum issued production guidance for 2026, with Platinum Group Metals mined and contained (M&C) and refined volumes each expected in a range of 3.0 Moz to 3.4 Moz.

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Shared on 14 Dec 25

Fair value Increased 4.88%

VAL: Shares Will Face Pressure As Raised Price Goal Masks Execution Risks

Analysts have raised their price target for Valterra Platinum from £26.00 to £32.00, reflecting slightly higher projected revenue growth, modestly improved profit margins, and a somewhat richer assumed future P E multiple despite a marginally higher discount rate. Analyst Commentary Recent Street research reflects a nuanced stance on Valterra Platinum, with the higher price target indicating recognition of improved fundamentals even as caution remains on the shares.

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Shared on 30 Nov 25

Fair value Decreased 0.99%

VAL: Shares Will Face Pressure Amid Sustainability Concerns Despite Recent Stock Rally

Analysts have increased their price target for Valterra Platinum from £26.00 to £32.00 per share. They cite a modest improvement in revenue growth expectations and updated model assumptions as the reasons for this adjustment.

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Shared on 16 Nov 25

Fair value Increased 4.30%

VAL: Focus Will Shift To Execution As Profit Margins Forecast To Improve

Narrative Update on Valterra Platinum Analysts have raised Valterra Platinum's target price from £26.00 to £32.00. Improved profit margin forecasts and higher anticipated revenue growth were cited as key drivers behind the upgrade.

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Shared on 02 Nov 25

Fair value Increased 3.38%

Narrative Update: Valterra Platinum Analyst Price Target Revised Valterra Platinum's analyst price target has increased by £600 to £3,200 per share. Analysts cite higher fair value estimates and stable profit margins as key drivers for their updated outlook.

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Shared on 18 Oct 25

Fair value Increased 7.13%

Valterra Platinum's analyst price target has increased from £8.76 to £9.38, reflecting analysts' more positive outlook based on higher projected revenue growth and improved profit margins. Analyst Commentary Analyst updates for Valterra Platinum reveal a mix of caution and optimism following recent adjustments to price targets.

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Shared on 04 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.

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Shared on 19 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.

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Shared on 04 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.

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Shared on 04 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.

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Shared on 04 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.

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Shared on 17 Jul 25

Fair value Increased 7.94%

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Shared on 01 May 25

Fair value Increased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Increased 0.72%

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

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Shared on 09 Apr 25

Fair value Decreased 1.64%

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

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Shared on 02 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.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 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.

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Shared on 12 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.

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VAL: Price Rally Will Face Risks From Ongoing Competitive Pressures

VAL: Future Returns Will Hinge On Production Delivery And Dividend Discipline

VAL: Fair Value Will Hinge On Execution Of Production And Margin Guidance

VAL: Shares Will Face Pressure As Raised Price Goal Masks Execution Risks

VAL: Shares Will Face Pressure Amid Sustainability Concerns Despite Recent Stock Rally

VAL: Focus Will Shift To Execution As Profit Margins Forecast To Improve

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