Impala Platinum Holdings Zukünftiges Wachstum
Future Kriterienprüfungen 5/6
Impala Platinum Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 34.5% bzw. 16.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 34.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 29.9% betragen.
Wichtige Informationen
34.5%
Wachstumsrate der Gewinne
34.38%
EPS-Wachstumsrate
| Metals and Mining Gewinnwachstum | 18.4% |
| Wachstumsrate der Einnahmen | 16.6% |
| Zukünftige Eigenkapitalrendite | 29.87% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 30 Apr 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
IMP: Strong Earnings Outlook And Higher P/E Multiple Will Support Share Price
Analysts have raised their price target on Impala Platinum Holdings to around ZAR 529 from about ZAR 310, citing updated expectations that reflect higher modelled revenue growth, a revised assumed profit margin profile, and a higher future P/E multiple in their valuation work. What's in the News Management issued earnings guidance for the six months ended 31 December 2025, indicating headline earnings and headline earnings per share are expected to be higher by a little over 4x compared with the prior period.
IMP: Future Returns Will Reflect Stronger Earnings Guidance And Recent Broker Upgrades
Analysts have trimmed their 12 month price target for Impala Platinum Holdings to about ZAR355 from roughly ZAR372, as higher discount rate assumptions offset slightly stronger views on revenue growth, profit margins and the future P/E multiple, with recent research upgrades cited as support for the updated outlook. Analyst Commentary Recent research has shifted more positively, with price target revisions and upgrades reflecting a mix of confidence in the business and caution around execution risks.
IMP: Recent Upgrades Will Test Execution And Profitability Assumptions Going Forward
Analysts have trimmed their ZAR fair value estimate for Impala Platinum Holdings from ZAR246.17 to ZAR225.00, reflecting updated assumptions on revenue growth, profitability and future P/E following recent upgrades from major firms that have reassessed the stock's long term risk and return profile. Analyst Commentary The recent fair value trim to ZAR225.00 comes as several major houses revisit their assumptions on revenue, margins and the sustainability of current P/E levels for Impala Platinum Holdings.IMP: Future Returns Will Reflect Upgraded Outlook After Recent Broker Upgrades
Narrative Update: Impala Platinum Holdings Analysts have lifted their ZAR price target on Impala Platinum Holdings to ZAR372.02, citing recent broker upgrades and updated assumptions that include slightly higher revenue growth expectations, a modestly higher discount rate, a small adjustment to profit margin forecasts, and a lower future P/E multiple. Analyst Commentary Recent Street research on Impala Platinum Holdings has focused on the implications of the revised assumptions behind the ZAR372.02 price target, particularly around revenue growth, discount rates, profit margins, and the future P/E multiple.IMP: Future Returns Will Reflect Upgraded Earnings Outlook And Execution Risks
The analyst price target for Impala Platinum Holdings has increased from ZAR227.02 to ZAR372.02. Analysts cite updated assumptions on revenue growth, profit margins and future P/E, along with recent upgrades from major banks, as the key drivers of this change.IMP: Broker Upgrades Will Likely Prove Vulnerable To Execution Risks
Analysts have raised their ZAR price target on Impala Platinum Holdings to ZAR246.17, based on research that incorporates slightly firmer revenue growth and profit margin assumptions, a modestly lower future P/E, and a small adjustment to the discount rate. Analyst Commentary Even with a higher ZAR price target, not every analyst is enthusiastic.This Just In: Analysts Are Boosting Their Impala Platinum Holdings Limited (JSE:IMP) Outlook for This Year
Feb 03
IMP: Upbeat Broker Upgrades Will Likely Leave Shares Exposed To Execution Setbacks
Analysts have raised their price target for Impala Platinum Holdings from R180.00 to approximately R246.17. They cite updated assumptions for revenue growth, higher profit margins, and a lower future P/E ratio, supported by recent upgrades from major research houses.IMP: Higher Production Assumptions Will Likely Leave Shares Vulnerable To Future Compression
Analysts have lifted their price target for Impala Platinum Holdings from R130.00 to R180.00, citing updated assumptions for revenue growth, profit margins and future P/E that they state support a higher fair value under a slightly higher discount rate. What's in the News Reported 6E Group production of 882,000 oz for the first quarter ended 30 September 2025, compared with 928,000 oz for the same quarter a year earlier (Key Developments).IMP: Higher Margins And Solid 6E Sales Will Support Share Price Rebound
Analysts kept their price target for Impala Platinum Holdings steady at R310.00, citing small adjustments to the discount rate, expected revenue growth, profit margin assumptions, and a slightly lower future P/E as the reasons for maintaining their view. What's in the News Impala Platinum Holdings reported 6E Group production of 882,000 oz for the first quarter ended 30 September 2025, compared with 928,000 oz in the same quarter a year earlier (company announcement).IMP: Higher Margins Are Expected To Drive Strong Share Price Rebound
Analysts have lifted their price target on Impala Platinum Holdings from R200.00 to R310.00, citing expectations for faster revenue growth, stronger profit margins, and a modestly lower future price-to-earnings multiple that together support a higher fair value estimate despite a slightly increased discount rate. What's in the News Reported first quarter 2025 6E group production of 882,000 oz, down from 928,000 oz in the prior year period, highlighting some operational headwinds (company announcement).What Impala Platinum Holdings Limited's (JSE:IMP) 28% Share Price Gain Is Not Telling You
Dec 18IMP: Future Returns Will Reflect Mixed Production Trends And Improving Margins
Analysts have slightly lowered their price target for Impala Platinum Holdings to R227.02 from R227.65, citing a marginally higher discount rate and slightly softer revenue growth expectations, partly offset by an improved profit margin outlook and a near unchanged future P/E assumption. What's in the News Reported first quarter 2025 6E group production of 882,000 oz, down from 928,000 oz in the prior year period, highlighting modest operational pressure (company announcement).IMP: Rising Profit Margins Will Drive Improved Returns in Coming Year
Analysts have increased their price target for Impala Platinum Holdings from R219.52 to R227.65, citing improved profit margin expectations and stronger projected revenue growth. What's in the News Impala Platinum Holdings announced operating results for Q1 2025, reporting 6E Group production of 882,000 oz, down from 928,000 oz a year ago (Key Developments).IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
Analysts have raised their price target for Impala Platinum Holdings from $210.88 to $219.52, citing moderate improvements in fair value estimates as well as future earnings multiples. What's in the News Impala Platinum Holdings issued new earnings guidance for the year ending 30 June 2025 (Key Developments).PGM Supply Challenges And Operational Resilience Will Define Future Prospects
Impala Platinum Holdings has seen its analyst price target rise from R196.67 to R210.88. This reflects analysts' optimism driven by modest improvements in forecast revenue growth and market valuation multiples.Is Impala Platinum Holdings (JSE:IMP) A Risky Investment?
Oct 15PGM Supply Challenges And Operational Resilience Will Define Future Prospects
Analysts have raised their price target for Impala Platinum Holdings from R170.83 to R196.67. They cite improved revenue growth expectations and higher anticipated profit margins as key drivers for the upward revision.After Leaping 26% Impala Platinum Holdings Limited (JSE:IMP) Shares Are Not Flying Under The Radar
Sep 24PGM Supply Challenges And Operational Resilience Will Define Future Prospects
The upward revision in the analyst price target for Impala Platinum Holdings reflects an increase in consensus revenue growth forecasts, partially offset by a slight decline in net profit margin, resulting in a modest increase in fair value from ZAR167.50 to ZAR170.83. What's in the News Impala Platinum expects basic earnings per share (EPS) for FY2025 to improve compared to the prior year’s loss, but headline earnings per share (HEPS) are projected to decrease by 63% to 79%, mainly due to lower sales volumes and inflationary pressures.Impala Platinum Holdings' (JSE:IMP) Solid Earnings May Rest On Weak Foundations
Sep 04New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%
Impala Platinum Holdings’ consensus price target has been revised upward to ZAR167.50, as a higher future P/E multiple offsets a decline in net profit margin. What's in the News The company expects to report improved basic EPS for FY2025 compared to a basic loss per share in FY2024, mainly due to the prior period’s significant impairments.Revenues Not Telling The Story For Impala Platinum Holdings Limited (JSE:IMP) After Shares Rise 26%
Jul 20Impala Platinum Holdings Limited's (JSE:IMP) 32% Share Price Surge Not Quite Adding Up
May 25We Think Impala Platinum Holdings (JSE:IMP) Can Stay On Top Of Its Debt
May 12
Completion Of Key Projects Will Increase PGM Production Capacity And Reduce Costs
Expansion and optimization initiatives are projected to boost capacity, efficiency, and margins, positively influencing revenue and profitability.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 6/30/2028 | 161,309 | 30,394 | 42,441 | 64,006 | 7 |
| 6/30/2027 | 174,476 | 42,995 | 47,236 | 69,955 | 8 |
| 6/30/2026 | 135,909 | 29,725 | 16,157 | 32,792 | 8 |
| 12/31/2025 | 103,952 | 8,210 | 7,552 | 13,515 | N/A |
| 9/30/2025 | 94,706 | 4,486 | 4,031 | 10,441 | N/A |
| 6/30/2025 | 85,459 | 761 | 509 | 7,366 | N/A |
| 3/31/2025 | 85,356 | -8,149 | -618 | 8,313 | N/A |
| 12/31/2024 | 85,253 | -17,060 | -1,746 | 9,260 | N/A |
| 9/30/2024 | 85,826 | -17,186 | -4,392 | 8,101 | N/A |
| 6/30/2024 | 86,398 | -17,313 | -7,039 | 6,941 | N/A |
| 3/31/2024 | 89,310 | -12,383 | -5,636 | 8,668 | N/A |
| 12/31/2023 | 92,222 | -7,454 | -4,234 | 10,395 | N/A |
| 9/30/2023 | 99,408 | -1,274 | 3,333 | 16,982 | N/A |
| 6/30/2023 | 106,594 | 4,905 | 10,899 | 23,569 | N/A |
| 3/31/2023 | 113,552 | 18,545 | 16,194 | 27,701 | N/A |
| 12/31/2022 | 120,509 | 32,184 | 21,488 | 31,832 | N/A |
| 9/30/2022 | 119,421 | 32,117 | 23,730 | 33,386 | N/A |
| 6/30/2022 | 118,332 | 32,049 | 25,971 | 34,939 | N/A |
| 3/31/2022 | 122,703 | 33,921 | 28,226 | 36,300 | N/A |
| 12/31/2021 | 127,074 | 35,792 | 30,481 | 37,660 | N/A |
| 9/30/2021 | 128,325 | 41,412 | 33,025 | 39,747 | N/A |
| 6/30/2021 | 129,575 | 47,032 | 35,569 | 41,834 | N/A |
| 3/31/2021 | 114,764 | 42,381 | 31,755 | 37,369 | N/A |
| 12/31/2020 | 99,953 | 37,730 | 27,941 | 32,904 | N/A |
| 9/30/2020 | 84,902 | 26,893 | 20,408 | 25,013 | N/A |
| 6/30/2020 | 69,851 | 16,055 | 12,874 | 17,122 | N/A |
| 3/31/2020 | 61,489 | 9,312 | 9,756 | 13,872 | N/A |
| 12/31/2019 | 53,127 | 2,568 | 6,638 | 10,621 | N/A |
| 9/30/2019 | 50,878 | 2,020 | N/A | 10,640 | N/A |
| 6/30/2019 | 48,629 | 1,471 | N/A | 10,658 | N/A |
| 3/31/2019 | 45,362 | -3,369 | N/A | 8,909 | N/A |
| 12/31/2018 | 42,095 | -8,210 | N/A | 7,159 | N/A |
| 9/30/2018 | 38,975 | -9,444 | N/A | 3,579 | N/A |
| 6/30/2018 | 35,854 | -10,679 | N/A | -1 | N/A |
| 3/31/2018 | 35,746 | -9,345 | N/A | 10 | N/A |
| 12/31/2017 | 35,637 | -8,012 | N/A | 21 | N/A |
| 9/30/2017 | 36,239 | -8,116 | N/A | 517 | N/A |
| 6/30/2017 | 36,841 | -8,220 | N/A | 1,013 | N/A |
| 3/31/2017 | 37,225 | -4,405 | N/A | 1,311 | N/A |
| 12/31/2016 | 37,609 | -590 | N/A | 1,609 | N/A |
| 9/30/2016 | 36,771 | -330 | N/A | 2,170 | N/A |
| 6/30/2016 | 35,932 | -70 | N/A | 2,731 | N/A |
| 3/31/2016 | 34,657 | -1,916 | N/A | 2,938 | N/A |
| 12/31/2015 | 33,381 | -3,763 | N/A | 3,144 | N/A |
| 9/30/2015 | 32,929 | -3,713 | N/A | 2,736 | N/A |
| 6/30/2015 | 32,477 | -3,663 | N/A | 2,328 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: IMPDas prognostizierte Gewinnwachstum (34.5% pro Jahr) liegt über der Sparquote (9.8%).
Ertrag vs. Markt: IMPDie Erträge des Unternehmens (34.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt ZA (15.9% pro Jahr).
Hohe Wachstumserträge: IMPEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: IMPDie Einnahmen des Unternehmens (16.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt ZA (6.9% pro Jahr).
Hohe Wachstumseinnahmen: IMPDie Einnahmen des Unternehmens (16.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: IMPDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (29.9%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/03 09:33 |
| Aktienkurs zum Tagesende | 2026/04/30 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/06/30 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
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| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* 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
Impala Platinum Holdings Limited wird von 20 Analysten beobachtet. 8 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.
| Analyst | Einrichtung |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |