Northam Platinum Holdings (NPH) Aktienübersicht
Northam Platinum Holdings Limited ist über seine Tochtergesellschaft Northam Platinum Limited in der Produktion und dem Verkauf von Platingruppenmetallen in Südafrika, Nord- und Südamerika, Europa, dem Vereinigten Königreich, dem Fernen Osten, dem übrigen Afrika, dem Nahen Osten, Australasien und der Volksrepublik China tätig. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 3/6 |
Belohnungen
Risikoanalyse
NPH Community Fair Values
Create NarrativeSee what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Northam Platinum Holdings Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | R227.20 |
| 52-Wochen-Hoch | R474.45 |
| 52-Wochen-Tief | R193.71 |
| Beta | 0.91 |
| 1 Monat Veränderung | -2.25% |
| 3 Monate Veränderung | -33.64% |
| 1 Jahr Veränderung | 1.20% |
| 3 Jahre Veränderung | 50.76% |
| 5 Jahre Veränderung | -1.67% |
| Veränderung seit IPO | 900.32% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jul 22
NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing
The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.
Narrative-Update • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.Narrative-Update • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.Narrative-Update • Jun 07
NPH: Maintained Fair Value And Higher Required Returns Will Support Bullish Repricing
Analysts have kept the ZAR price target for Northam Platinum Holdings steady at ZAR490.00. Updated assumptions around discount rate, revenue growth, profit margin and future P/E were used to refresh their valuation view rather than shift it.Recent updates
Narrative-Update • Jul 22
NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing
The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.Narrative-Update • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.Narrative-Update • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.Narrative-Update • Jun 07
NPH: Maintained Fair Value And Higher Required Returns Will Support Bullish Repricing
Analysts have kept the ZAR price target for Northam Platinum Holdings steady at ZAR490.00. Updated assumptions around discount rate, revenue growth, profit margin and future P/E were used to refresh their valuation view rather than shift it.
Narrative-Update • May 24
NPH: Elevated Margin And P/E Assumptions Will Sustain Overvaluation Risk
Analysts have kept the ZAR 270.00 price target for Northam Platinum Holdings unchanged, citing small adjustments to the discount rate, revenue growth, profit margin and expected future P/E assumptions that largely offset one another. Valuation Changes Fair Value: ZAR 270.00 remains unchanged.Narrative-Update • May 08
NPH: Maintained Fair Value And Adjusted Assumptions Will Support Bullish Repricing
Analysts have kept the ZAR 490.00 price target unchanged for Northam Platinum Holdings, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E as the main factors supporting their maintained view. Valuation Changes Fair Value: ZAR 490.00 remains unchanged, indicating no shift in the central valuation anchor used.Narrative-Update • Apr 20
NPH: Higher Required Returns Will Pressure Optimistic Margin And P/E Assumptions
Analysts have raised their price target on Northam Platinum Holdings from ZAR131.11 to ZAR270.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, along with a more positive stance in recent Street research. Analyst Commentary Even with a higher price target framework on Northam Platinum Holdings, not all research has been uniformly positive.Narrative-Update • Apr 06
NPH: Higher Discount Rate And Strong Output Will Support Bullish Repricing
Analysts have kept their ZAR 490.00 price target for Northam Platinum Holdings unchanged, while adjusting key inputs such as a higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E. These changes reflect updated research that incorporates a more constructive stance from recent Street commentary.Narrative-Update • Mar 23
NPH: Upgraded View Will Rely On Higher Margins And Production Delivery
Analysts have revised their price target on Northam Platinum Holdings from ZAR 434.94 to ZAR 400.94. This reflects updated views on revenue growth, margins and future P/E multiples following recent research that has become more positive on the shares overall.Narrative-Update • Mar 09
NPH: Constructive HSBC Upgrade Will Support Higher Margins And Earnings Quality
Narrative Update Analysts have lifted their price target for Northam Platinum Holdings from ZAR396.94 to ZAR434.94, citing updated assumptions around discount rates, revenue growth, profit margins and a revised future P/E, along with a more constructive stance in recent research such as the HSBC upgrade. Analyst Commentary Recent research has focused on how revised assumptions around discount rates, revenue growth, profit margins and future P/E feed into the updated valuation for Northam Platinum Holdings.Narrative-Update • Feb 22
NPH: Higher P/E Outlook And Strong Output Will Support Bullish Repricing
Analysts have maintained their ZAR490.00 price target for Northam Platinum Holdings, citing a slightly lower discount rate, small increases in assumed revenue growth and profit margins, and a higher future P/E expectation following more positive recent research commentary. Analyst Commentary Recent commentary has reinforced the ZAR490.00 price target, with bullish analysts pointing to a mix of valuation support, improved assumptions and a more constructive view on the company’s earnings profile.Narrative-Update • Feb 08
NPH: Higher Margin Outlook Will Support Repriced Bullish Thesis
Analysts have raised their fair value estimate for Northam Platinum Holdings from R230.00 to R490.00, citing updated assumptions on revenue growth, profit margin, and future P/E following recent bullish research updates. Analyst Commentary Recent bullish research updates have pushed Northam Platinum Holdings further onto the radar of investors who focus on valuation reset stories.Narrative-Update • Jan 25
NPH: Constructive Research Stance Will Support Higher P/E While Risks Remain
Narrative Update The analyst fair value estimate for Northam Platinum Holdings has shifted from R290.06 to R396.94 per share. Analysts attribute this change to updated assumptions around revenue growth, profit margin and future P/E multiples following recent research that has become more constructive on the stock.Narrative-Update • Jan 10
NPH: Higher P/E Assumptions Will Limit Future Upside Despite Firm Margins
Analysts have nudged their price target for Northam Platinum Holdings higher to R290.06 from R283.06, reflecting updated assumptions around discount rates, margins, and future P/E expectations. Valuation Changes Fair Value: Updated slightly higher from R283.06 to R290.06 per share.Narrative-Update • Dec 16
NPH: Higher Required Returns Will Constrain Future Upside Despite Stronger Margins
Analysts have raised their price target for Northam Platinum Holdings by roughly R8 to R283.06, citing slightly stronger expected revenue growth, improved profit margins, and a modestly lower future price earnings multiple, despite a small uptick in the discount rate. Valuation Changes Fair Value: Raised slightly from ZAR 274.94 to ZAR 283.06 per share, reflecting a modest uplift in the intrinsic valuation.Narrative-Update • Dec 02
NPH: Rising Discount Rate Will Limit Upside Despite Margin Improvement
Northam Platinum Holdings' analyst price target has been modestly adjusted downward from R280.19 to R274.94. Analysts cite slightly lower revenue growth expectations, despite improvements in projected profit margins.Narrative-Update • Nov 18
NPH: Dividend Increase And Higher Margins Will Balance Revenue Uncertainty
Northam Platinum Holdings’ analyst price target has been raised slightly from R276.44 to R280.19. This reflects analysts’ confidence in improved future profit margins despite a more moderate revenue growth outlook.Narrative-Update • Nov 03
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
Analysts have raised their price target for Northam Platinum Holdings from R261.44 to R276.44. This reflects increased conviction in the company's fair value, despite a slight uptick in the assumed discount rate and future price-to-earnings ratio.Narrative-Update • Oct 20
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R236.71 to R261.44, citing modest improvements in estimated fair value and revenue growth projections. What's in the News The board has declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share the previous year.Narrative-Update • Oct 05
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R206 to R236.71. This reflects improved profit margin forecasts, even though expectations for revenue growth have been slightly tempered.Narrative-Update • Sep 20
South African PGM Risks Will Spark Renewable Upside
Upward revisions to revenue growth forecasts and a substantial decline in the future P/E multiple have driven a modest increase in Northam Platinum Holdings' consensus price target to ZAR206.00. What's in the News Northam Platinum Holdings declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share in 2024, totaling approximately ZAR 800.2 million.Narrative-Update • Aug 27
By 2029, Increased Chrome Production Will Diversify Revenue Streams
Northam Platinum Holdings' consensus price target increased to ZAR186.43, reflecting improved profitability with a higher net profit margin and a slightly lower forward P/E multiple. What's in the News Zondereinde mine exceeded production guidance with 330,769 oz 4E refined metal, up from 328,513 oz 4E.
Neues Narrative • Feb 10
Zondereinde 3 Shaft And Eland Developments Will Strengthen Future Operations
Expansion in production capacity and processing efficiency is set to enhance revenue by reducing per-unit costs and improving production throughput.Aktionärsrenditen
| NPH | ZA Metals and Mining | ZA Markt | |
|---|---|---|---|
| 7D | -1.2% | 1.9% | -2.0% |
| 1Y | 1.2% | 8.7% | 8.2% |
Rendite im Vergleich zur Industrie: NPH unter dem Niveau der Branche ZA Metals and Mining , die im vergangenen Jahr eine Rendite von 8.7% erzielte.
Rendite vs. Markt: NPH hinter dem Markt ZA zurück, der im vergangenen Jahr eine Rendite von 8.2 erzielte.
Preisvolatilität
| NPH volatility | |
|---|---|
| NPH Average Weekly Movement | 8.1% |
| Metals and Mining Industry Average Movement | 8.5% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in ZA Market | 9.8% |
| 10% least volatile stocks in ZA Market | 2.6% |
Stabiler Aktienkurs: Der Aktienkurs von NPH war in den letzten 3 Monaten im Vergleich zum ZA -Markt volatil.
Volatilität im Zeitverlauf: NPHDie wöchentliche Volatilität (8%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der ZA Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2020 | 14,172 | Paul Dunne | www.northam.co.za |
Northam Platinum Holdings Limited ist über seine Tochtergesellschaft Northam Platinum Limited in der Produktion und dem Verkauf von Platingruppenmetallen in Südafrika, Nord- und Südamerika, Europa, dem Vereinigten Königreich, dem Fernen Osten, dem übrigen Afrika, dem Nahen Osten, Australasien und der Volksrepublik China tätig. Das Unternehmen ist auf der Suche nach Platin, Palladium, Rhodium, Gold, Iridium, Ruthenium, Silber, Nickel, Kupfer, Kobalt und Chrom. Das Unternehmen besitzt Beteiligungen an der Booysendal-Mine im östlichen Teil des Bushveld-Komplexes, an der Zondereinde-Mine im nördlichen Teil des westlichen Teils des Bushveld-Komplexes und an der Eland-Mine im südöstlichen Teil des westlichen Teils des Bushveld-Komplexes.
Northam Platinum Holdings Limited's Grundlagenzusammenfassung
| NPH grundlegende Statistiken | |
|---|---|
| Marktanteil | R87.55b |
| Gewinn(TTM) | R9.17b |
| Umsatz(TTM) | R41.62b |
9.8x
Kurs-Gewinn-Verhältnis 2.1x
Kurs-Umsatz-VerhältnisIst NPH zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| NPH Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | R41.62b |
| Kosten der Einnahmen | R31.62b |
| Bruttogewinn | R10.00b |
| Sonstige Ausgaben | R824.56m |
| Gewinn | R9.17b |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
Aug 28, 2026
| Gewinn per Aktie (EPS) | 23.29 |
| Bruttomarge | 24.02% |
| Nettogewinnspanne | 22.04% |
| Schulden/Eigenkapital-Verhältnis | 30.3% |
Wie hat sich NPH auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.0%
Aktuelle Dividendenrendite39%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/24 20:53 |
| Aktienkurs zum Tagesende | 2026/07/24 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 |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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
Northam Platinum Holdings Limited wird von 22 Analysten beobachtet. 6 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 |