Update shared on27 Aug 2025
Fair value Decreased 1.24%Despite increased forecasts following capital markets day updates and new company guidance, the consensus analyst price target for Naspers has edged down slightly from ZAR7097 to ZAR7009.
Analyst Commentary
- Increased forecasts following capital markets day presentations and updated company guidance.
What's in the News
- Naspers is considering selling part of its $4 billion stake in Meituan due to Meituan's entry into the Brazilian food delivery market, where Naspers’ iFood is a major player, to reinvest in core e-commerce businesses with stronger ecosystem links.
- The CEO of Naspers and Prosus expressed skepticism about Meituan's success in Latin America and indicated disappointment as a shareholder due to increased competitive risk, hinting at redeployment of capital for faster growth within Naspers’ ecosystem.
- Naspers provided earnings guidance for the year ended 31 March 2025, expecting earnings per share from continuing operations of 1,448 to 1,558 US cents, headline EPS from continuing operations of 710 to 763 US cents, EPS from total operations of 1,511 to 1,621 US cents, and headline EPS from total operations of 743 to 796 US cents.
Valuation Changes
Summary of Valuation Changes for Naspers
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ZAR7097 to ZAR7009.
- The Future P/E for Naspers has significantly risen from 20.24x to 231.31x.
- The Net Profit Margin for Naspers has significantly risen from 41.84% to 67.82%.
Disclaimer
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