Loading...
ARI logo

African Rainbow Minerals LimitedJSE:ARI Aktienübersicht

Marktkapitalisierung R41.2b
Aktienkurs
R197.18
R267.2
26.2% unterbewertet intrinsischer Abschlag
1Y14.7%
7D18.0%
1D
Wert des Portfolios
Siehe

African Rainbow Minerals Limited

JSE:ARI Lagerbericht

Marktkapitalisierung: R41.2b

African Rainbow Minerals (ARI) Aktienübersicht

African Rainbow Minerals Limited ist über seine Tochtergesellschaften als diversifiziertes Bergbau- und Mineralienunternehmen in Südafrika, Malaysia und der Schweiz tätig. Mehr Details

ARI grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung1/6
Künftiges Wachstum4/6
Vergangene Leistung0/6
Finanzielle Gesundheit6/6
Dividenden3/6

ARI Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

African Rainbow Minerals Limited Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für African Rainbow Minerals
Historische Aktienkurse
Aktueller AktienkursR197.18
52-Wochen-HochR276.68
52-Wochen-TiefR161.51
Beta0.55
1 Monat Veränderung-4.07%
3 Monate Veränderung-7.13%
1 Jahr Veränderung14.67%
3 Jahre Veränderung-4.91%
5 Jahre Veränderung-20.09%
Veränderung seit IPO152.79%

Aktuelle Nachrichten und Updates

Narrativ-Update Jun 08

ARI: Norges Bank Stake And Stable Forecasts Will Support Bullish Outlook

Analysts have kept African Rainbow Minerals' fair value estimate steady at ZAR267.20 per share, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. These adjustments have led to no meaningful change in the overall price target rationale.
Narrativ-Update May 25

ARI: Higher PGM Prices And Asset Gains Will Support Stronger 1H F2026 Earnings

Analysts have nudged their price target for African Rainbow Minerals slightly higher to ZAR267.20 from ZAR265, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and a lower expected future P/E multiple. What's in the News Norges Bank completed the acquisition of a 5.02% stake in African Rainbow Minerals on May 13, 2026, taking a sizeable institutional position in the company (Key Developments).

Recent updates

Narrativ-Update Jun 08

ARI: Norges Bank Stake And Stable Forecasts Will Support Bullish Outlook

Analysts have kept African Rainbow Minerals' fair value estimate steady at ZAR267.20 per share, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. These adjustments have led to no meaningful change in the overall price target rationale.
Narrativ-Update May 25

ARI: Higher PGM Prices And Asset Gains Will Support Stronger 1H F2026 Earnings

Analysts have nudged their price target for African Rainbow Minerals slightly higher to ZAR267.20 from ZAR265, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and a lower expected future P/E multiple. What's in the News Norges Bank completed the acquisition of a 5.02% stake in African Rainbow Minerals on May 13, 2026, taking a sizeable institutional position in the company (Key Developments).
Narrativ-Update Apr 30

ARI: Higher PGM Basket Prices Will Support Stronger 1H F2026 Earnings

Analysts have slightly increased their price target on African Rainbow Minerals to ZAR265 from ZAR263, reflecting updated assumptions regarding revenue growth, profit margins and future P/E expectations. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 basic earnings and earnings per share (Key Developments).
Narrativ-Update Apr 11

ARI: Earnings Guidance And PGM Pricing Will Shape A Balanced Outlook

Analysts have lifted their fair value estimate for African Rainbow Minerals from ZAR252 to ZAR263, citing updated assumptions for discount rates, profit margins, and a slightly higher future P/E multiple. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 (Key Developments).
Narrativ-Update Mar 28

ARI: Higher PGM Basket Prices And Earnings Guidance Will Support Future Upside

Analysts have nudged their price target for African Rainbow Minerals up slightly from ZAR249 to ZAR252, pointing to updated assumptions around discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 (Key Developments).
Narrativ-Update Mar 14

ARI: Higher Earnings Guidance And PGM Price Shift Will Support Upside Potential

The analyst price target for African Rainbow Minerals has shifted from about ZAR233.33 to ZAR249.00. Analysts point to updated assumptions for discount rates, revenue growth, profit margins and future P/E to justify the change.
Narrativ-Update Feb 28

ARI: Stable Fair Value And Earnings Guidance Will Shape A Balanced Outlook

Analysts have left their ZAR fair value estimate for African Rainbow Minerals broadly unchanged at about ZAR233.33 per share, citing only minimal technical adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering its 1H F2026 period.
Narrativ-Update Feb 13

ARI: Adjusted Margins And Lower Discount Rate Will Shape A Balanced Outlook

Analysts have raised their price target for African Rainbow Minerals to ZAR233.33 from ZAR224.17, reflecting updated assumptions for slightly lower discount rates, adjusted profit margins, and a modestly higher future P/E multiple. Valuation Changes Fair Value: Updated from ZAR224.17 to ZAR233.33, a modest upward adjustment in the estimated value per share.
Neues Narrativ Feb 05

Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile

Catalysts About African Rainbow Minerals African Rainbow Minerals is a diversified mining group with operations in iron ore, manganese, PGMs, coal and base metals, alongside equity interests in other mining companies. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Jan 30

ARI: Updated Revenue And Margin Assumptions Will Shape A More Balanced Outlook

Analysts have lifted their price target for African Rainbow Minerals from R202.50 to about R224.17, reflecting updated views on revenue growth, profit margins and future P/E assumptions. Valuation Changes The fair value estimate has been adjusted from ZAR202.50 to about ZAR224.17 per share, implying a higher central valuation range.
Analyseartikel Jan 27

African Rainbow Minerals Limited's (JSE:ARI) 28% Share Price Surge Not Quite Adding Up

African Rainbow Minerals Limited ( JSE:ARI ) shares have continued their recent momentum with a 28% gain in the last...
Neues Narrativ Jan 22

Costly PGM Expansion And Concentrated Assets Will Pressure Margins And Future Stability

Catalysts About African Rainbow Minerals African Rainbow Minerals is a South African diversified miner with operations in iron ore, manganese, coal, PGMs and related base metals, plus equity interests in other mining companies. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Jan 16

ARI: Higher Margin Assumptions Will Shape A More Balanced Outlook

Analysts have nudged their price target for African Rainbow Minerals higher to R202.50 from about R197.33, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key inputs in their revised models. Valuation Changes Consensus Analyst Price Target: The fair value estimate has risen slightly from ZAR197.33 to ZAR202.50.
Analyseartikel Dec 02

Is African Rainbow Minerals (JSE:ARI) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Nov 06

Subdued Growth No Barrier To African Rainbow Minerals Limited's (JSE:ARI) Price

African Rainbow Minerals Limited's ( JSE:ARI ) price-to-sales (or "P/S") ratio of 2.8x may not look like an appealing...
Analyseartikel Sep 12

Some May Be Optimistic About African Rainbow Minerals' (JSE:ARI) Earnings

African Rainbow Minerals Limited's ( JSE:ARI ) earnings announcement last week didn't impress shareholders. While the...
Analyseartikel Sep 10

Analysts Just Made A Major Revision To Their African Rainbow Minerals Limited (JSE:ARI) Revenue Forecasts

One thing we could say about the analysts on African Rainbow Minerals Limited ( JSE:ARI ) - they aren't optimistic...
Analyseartikel Sep 08

African Rainbow Minerals (JSE:ARI) Is Due To Pay A Dividend Of ZAR6.00

African Rainbow Minerals Limited's ( JSE:ARI ) investors are due to receive a payment of ZAR6.00 per share on 6th of...
Analyseartikel Jul 24

African Rainbow Minerals Limited's (JSE:ARI) Business Is Yet to Catch Up With Its Share Price

With a price-to-earnings (or "P/E") ratio of 11.8x African Rainbow Minerals Limited ( JSE:ARI ) may be sending bearish...
Analyseartikel Apr 25

Getting In Cheap On African Rainbow Minerals Limited (JSE:ARI) Is Unlikely

There wouldn't be many who think African Rainbow Minerals Limited's ( JSE:ARI ) price-to-earnings (or "P/E") ratio of...
Analyseartikel Mar 20

African Rainbow Minerals (JSE:ARI) Has Announced That Its Dividend Will Be Reduced To ZAR4.50

The board of African Rainbow Minerals Limited ( JSE:ARI ) has announced it will be reducing its dividend by 25% from...
User avatar
Neues Narrativ Feb 09

Cost Reductions And Production Trials May Boost Future Revenues

African Rainbow Minerals seeks to boost revenues by increasing ore production, optimizing mine operations, and enhancing manganese export logistics.
Analyseartikel Jan 16

Earnings Tell The Story For African Rainbow Minerals Limited (JSE:ARI)

With a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...
Analyseartikel Dec 10

Is African Rainbow Minerals (JSE:ARI) Using Debt In A Risky Way?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Oct 08

Returns On Capital Signal Tricky Times Ahead For African Rainbow Minerals (JSE:ARI)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Analyseartikel Sep 15

Some Investors May Be Willing To Look Past African Rainbow Minerals' (JSE:ARI) Soft Earnings

The subdued market reaction suggests that African Rainbow Minerals Limited's ( JSE:ARI ) recent earnings didn't contain...
Analyseartikel Sep 09

African Rainbow Minerals' (JSE:ARI) Dividend Will Be ZAR9.00

African Rainbow Minerals Limited ( JSE:ARI ) will pay a dividend of ZAR9.00 on the 7th of October. The yield is still...
Analyseartikel Aug 20

African Rainbow Minerals Limited's (JSE:ARI) Shares Not Telling The Full Story

There wouldn't be many who think African Rainbow Minerals Limited's ( JSE:ARI ) price-to-earnings (or "P/E") ratio of...
Analyseartikel Jun 03

Returns On Capital Signal Tricky Times Ahead For African Rainbow Minerals (JSE:ARI)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel May 11

Here's Why African Rainbow Minerals (JSE:ARI) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Apr 19

Market Might Still Lack Some Conviction On African Rainbow Minerals Limited (JSE:ARI) Even After 26% Share Price Boost

African Rainbow Minerals Limited ( JSE:ARI ) shares have had a really impressive month, gaining 26% after a shaky...
Analyseartikel Mar 16

African Rainbow Minerals' (JSE:ARI) Soft Earnings Don't Show The Whole Picture

Soft earnings didn't appear to concern African Rainbow Minerals Limited's ( JSE:ARI ) shareholders over the last week...
Analyseartikel Mar 15

African Rainbow Minerals (JSE:ARI) Is Paying Out Less In Dividends Than Last Year

African Rainbow Minerals Limited's ( JSE:ARI ) dividend is being reduced from last year's payment covering the same...

Aktionärsrenditen

ARIZA Metals and MiningZA Markt
7D18.0%10.8%3.8%
1Y14.7%44.6%20.1%

Rendite im Vergleich zur Industrie: ARI unter dem Niveau der Branche ZA Metals and Mining , die im vergangenen Jahr eine Rendite von 44.6% erzielte.

Rendite vs. Markt: ARI hinter dem Markt ZA zurück, der im vergangenen Jahr eine Rendite von 20.1 erzielte.

Preisvolatilität

Is ARI's price volatile compared to industry and market?
ARI volatility
ARI Average Weekly Movement6.6%
Metals and Mining Industry Average Movement8.4%
Market Average Movement4.9%
10% most volatile stocks in ZA Market10.9%
10% least volatile stocks in ZA Market3.1%

Stabiler Aktienkurs: ARI hatte in den letzten 3 Monaten im Vergleich zum ZA -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: ARIDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
1933n/aVelile Tobiasarm.co.za

African Rainbow Minerals Limited ist über seine Tochtergesellschaften als diversifiziertes Bergbau- und Mineralienunternehmen in Südafrika, Malaysia und der Schweiz tätig. Das Unternehmen exploriert nach Platingruppenmetallen, Nickel, Kohle, Eisenerz, Kupfer, Manganerz und Chrom sowie nach Goldvorkommen. African Rainbow Minerals Limited wurde 1933 gegründet und hat seinen Sitz in Sandton, Südafrika.

African Rainbow Minerals Limited's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von African Rainbow Minerals im Vergleich zum Marktanteil des Unternehmens?
ARI grundlegende Statistiken
MarktanteilR41.17b
Gewinn(TTM)R1.29b
Umsatz(TTM)R13.81b
31.9x
Kurs-Gewinn-Verhältnis
3.0x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
ARI Gewinn- und Verlustrechnung (TTM)
EinnahmenR13.81b
Kosten der EinnahmenR11.26b
BruttogewinnR2.55b
Sonstige AusgabenR1.26b
GewinnR1.29b

Zuletzt gemeldete Gewinne

Dec 31, 2025

Datum des nächsten Gewinnberichts

Sep 04, 2026

Gewinn per Aktie (EPS)6.17
Bruttomarge18.45%
Nettogewinnspanne9.33%
Schulden/Eigenkapital-Verhältnis1.5%

Wie hat sich ARI auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

5.3%
Aktuelle Dividendenrendite
165%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/17 14:33
Aktienkurs zum Tagesende2026/06/15 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/06/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

African Rainbow Minerals Limited wird von 15 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ayan GhoshAvior Capital Markets
Caroline LearmonthBarclays
Patrick MannBofA Global Research