Update shared on24 Sep 2025
Fair value Decreased 1.06%Despite analysts expressing increased confidence in Naspers’ growth strategy, improved core holdings outlook, and ongoing value-unlocking initiatives, the consensus analyst price target has edged down marginally from ZAR7002 to ZAR6928.
Analyst Commentary
- Raised forecasts following positive updates from capital markets day presentations.
- Increased confidence in Naspers' growth strategy execution.
- Improved outlook for core holdings and operational performance.
- Expectation of continued value unlocking through corporate actions.
- Bullish analysts highlight sustained momentum in technology investments.
Valuation Changes
Summary of Valuation Changes for Naspers
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ZAR7002 to ZAR6928.
- The Future P/E for Naspers has significantly risen from 12.74x to 228.85x.
- The Discount Rate for Naspers remained effectively unchanged, moving only marginally from 21.18% to 21.04%.
Disclaimer
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