Naspers Management
Management Kriterienprüfungen 4/4
Naspers CEO ist Fabricio Bloisi , ernannt in Jul 2024, hat eine Amtszeit von 2.08 Jahren. Die jährliche Gesamtvergütung beträgt $1.85M , bestehend aus 44.7% Gehalt und 55.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.022% der Aktien des Unternehmens, im Wert von ZAR145.81M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.1 Jahre bzw. 10.8 Jahre.
Wichtige Informationen
Fabricio Bloisi
Geschäftsführender
US$1.8m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 44.69% |
| Amtszeit als Geschäftsführer | 2.1yrs |
| Eigentum des Geschäftsführers | 0.02% |
| Durchschnittliche Amtszeit des Managements | 2.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 10.8yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Jul 23
NPN: Prosus Stake And Ongoing Buybacks Will Support A Stronger Outlook
Analysts have trimmed their ZAR fair value estimate for Naspers from about ZAR 1,875 to roughly ZAR 1,635, reflecting updated assumptions around revenue growth, profit margins, future P/E, and a newly initiated Neutral rating with a ZAR 902 price target on the stock. What's in the News Naspers reported that, from October 1, 2025 to March 31, 2026, it repurchased 47,279,483 shares for about US$2.7b, representing 5.95% of shares, under its ongoing share buyback program.
Narrative-Update • Jul 09
NPN: Future Returns Will Reflect Prosus Exposure And Share Buyback Outcomes
The Analyst Price Target for Naspers has been adjusted from ZAR 810 to ZAR 828, as analysts factor in updated assumptions on fair value, profitability and valuation multiples following fresh Street coverage that emphasizes the company’s significant exposure to Prosus and supports a Neutral stance overall. What's in the News Naspers reported completion of its share repurchase program announced on June 27, 2022, having bought back 939,992,619 shares in total for US$32.8b, according to company disclosures.Analyseartikel • Jul 06
Naspers' (JSE:NPN) Anemic Earnings Might Be Worse Than You Think
Naspers Limited's ( JSE:NPN ) recent weak earnings report didn't cause a big stock movement. We think that investors...Analyseartikel • Jul 02
Naspers Limited Just Beat Revenue By 6.9%: Here's What Analysts Think Will Happen Next
As you might know, Naspers Limited ( JSE:NPN ) recently reported its annual numbers. It was a workmanlike result, with...Narrative-Update • Jun 25
NPN: Future Returns Will Hinge On Prosus Exposure And P/E Expectations
Analysts have revised their price target on Naspers to ZAR 810, down from ZAR 1,087. This reflects updated assumptions for fair value, profit margins and future P/E multiples, alongside new Neutral coverage highlighting the central role of its Prosus stake.
Narrative-Update • Jun 08
NPN: Prosus Exposure And Dividend Policy Will Support Future Upside
Analysts have trimmed their Naspers fair value estimate from ZAR 1,533.03 to ZAR 1,312.53. The updated ZAR 902 Street price target reflects a more cautious view on profit margins and future P/E multiples, even as assumptions for revenue growth remain firm.Analyseartikel • May 31
Does Naspers (JSE:NPN) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative-Update • May 25
NPN: Future Upside Will Depend On Morgan Stanley Upgrade And P/E Execution
Analysts have adjusted their fair value estimate for Naspers stock from ZAR1,076.13 to ZAR1,086.59, citing updated views on revenue growth, profit margins, and future P/E following recent research that included an upgrade highlighted by Morgan Stanley. Analyst Commentary The upgrade highlighted by Morgan Stanley comes alongside more cautious commentary from some bearish analysts who are focusing on valuation, execution, and long term growth risks for Naspers.Narrative-Update • May 03
NPN: Future Upside Will Rely On Execution Against Refined P/E Assumptions
Naspers' analyst price target has been adjusted slightly from ZAR1,085.72 to ZAR1,076.13 as analysts refine their views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research updates. Analyst Commentary Recent research updates around the ZAR1,076.13 price target highlight a more cautious tone, with several Bearish analysts focusing on execution risks, valuation assumptions, and the sensitivity of Naspers' earnings to changes in discount rates and profit margin expectations.Narrative-Update • Apr 18
NPN: Future Returns Will Be Driven By Portfolio Execution And Premium P/E
Narrative Update on Naspers The updated analyst price target for Naspers has shifted from around ZAR1,184 to about ZAR1,086. Analysts attribute this change to small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent research updates.Narrative-Update • Apr 03
NPN: Higher Future P/E Assumptions Will Support A More Constructive Outlook
Naspers' updated analyst price target has shifted from ZAR1,752.32 to ZAR1,875.55, with analysts pointing to recalibrated assumptions around discount rates, revenue growth, profit margins and future P/E as key drivers behind the change. Analyst Commentary Recent research highlights a more constructive tone around Naspers, with bullish analysts reassessing key inputs such as discount rates, revenue growth, profit margins and future P/E assumptions.Narrative-Update • Mar 19
NPN: Future Returns Will Be Driven By Higher Growth And Premium P/E
Analysts have raised their price target for Naspers to ZAR1,184, citing adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as key drivers of the updated view. Valuation Changes Fair Value: ZAR1,184.25 remains unchanged in the updated assessment.Narrative-Update • Mar 05
NPN: Future Returns Will Reflect Higher Growth And Premium Earnings Multiple
Narrative Update on Naspers Price Target Analysts have updated their fair value estimate for Naspers from ZAR1,242.88 to ZAR1,184.25, reflecting adjustments to assumptions around revenue, profit margins and future P/E expectations. Valuation Changes Fair Value: Updated from ZAR1,242.88 to ZAR1,184.25, indicating a small cut to the central valuation estimate.Narrative-Update • Feb 18
NPN: Lower Discount Rate Will Support A More Optimistic Future P/E
Analysts have slightly trimmed their Naspers fair value estimate from ZAR1,768.46 to ZAR1,752.32 as tweaks to discount rate, growth and margin assumptions feed through to a modestly higher future P/E outlook. Valuation Changes Fair Value: Updated to ZAR1,752.32 from ZAR1,768.46, representing a small reduction in the estimate.Narrative-Update • Feb 04
NPN: Higher Growth Assumptions Will Support A More Optimistic Future P/E
Analysts have cut their implied fair value estimate for Naspers from R8,039.18 to R1,768.46, citing updated assumptions for revenue growth, profit margins and future P/E that together indicate a more conservative view of the stock's potential valuation range. Valuation Changes Fair Value Estimate: Reduced from ZAR 8,039.18 to ZAR 1,768.46, pointing to a much lower implied valuation level.Analyseartikel • Feb 01
Why Naspers Limited (JSE:NPN) Could Be Worth Watching
Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw significant share price movement...Narrative-Update • Jan 21
NPN: Dividend Policy And Profitability Assumptions Will Support Future Upside
Analysts have trimmed their price target for Naspers, with fair value moving from R1,569.02 to R1,533.03, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Naspers Limited announced an annual dividend of ZAR 5.08 per share, payable on December 8, 2025, with an ex-date of December 3, 2025, and a record date of December 5, 2025 (Key Developments).Narrative-Update • Jan 07
NPN: Higher Revenue Outlook And Dividend Policy Will Support Future Upside
Analysts have trimmed their fair value estimate for Naspers from R1,586.07 to R1,569.02, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Naspers Limited declared an annual dividend of R5.08 per share, with an ex-date on December 3, 2025, a record date on December 5, 2025, and payment scheduled for December 8, 2025 (Key Developments).Analyseartikel • Dec 22
Naspers' (JSE:NPN) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narrative-Update • Dec 19
NPN: Future Returns Will Reflect Lower Margins And Higher Required Yield
Analysts have trimmed their price target on Naspers from approximately R5,295 to about R1,243. This reflects a more conservative stance on long term profitability and valuation multiples despite relatively stable growth expectations.Analyseartikel • Dec 09
Do Naspers' (JSE:NPN) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative-Update • Dec 05
NPN: Five-For-One Stock Split Will Unlock Additional Shareholder Value
Analysts have modestly trimmed their price target on Naspers to roughly $1,586 from about $1,607, as higher assumed discount rates and lower long term profit margins, partly offset by stronger revenue growth expectations and a higher future earnings multiple, recalibrate their valuation models. What's in the News Naspers Limited declared an annual dividend of ZAR 5.08 per share, payable on December 08, 2025, with an ex-dividend date of December 03, 2025, and a record date of December 05, 2025 (Key Developments).Analyseartikel • Nov 26
Naspers (JSE:NPN) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative-Update • Nov 21
NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders
Analysts have raised their price target for Naspers, increasing the fair value estimate from R1,549.02 to R1,606.87. This change reflects updated views on modest adjustments in growth expectations and risks.Analyseartikel • Nov 09
Investors Appear Satisfied With Naspers Limited's (JSE:NPN) Prospects
There wouldn't be many who think Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 10.2x is worth a...Narrative-Update • Nov 05
NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders
Analysts have revised their price target for Naspers, maintaining the fair value estimate at R1,549.02 per share. The update reflects modest changes in discount rates and future growth expectations.Narrative-Update • Oct 22
Analysts Boost Naspers Price Target Following Stock Split and Updated Valuation Metrics
Naspers Analyst Price Target Raised amid Revised Valuation Metrics Analysts have increased their price target for Naspers from approximately R1,480 to R1,549. They cite minor adjustments to discount rates and expected earnings multiples, which slightly boost fair value estimates.Narrative-Update • Oct 08
AI-Driven E-commerce And Capital Investments Will Transform Operations
Analysts have significantly lowered their price target for Naspers from R6,927.62 to R1,479.85. This change is based on updated fair value estimates and a reassessment of future earnings potential.Analyseartikel • Oct 03
Is Now An Opportune Moment To Examine Naspers Limited (JSE:NPN)?
Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw a decent share price growth of 19...Narrative-Update • Sep 24
AI-Driven E-commerce And Capital Investments Will Transform Operations
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.Narrative-Update • Aug 27
AI-Driven E-commerce And Capital Investments Will Transform Operations
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.Analyseartikel • Aug 15
Naspers (JSE:NPN) Might Have The Makings Of A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Neues Narrative • Apr 26
AI-Driven E-commerce And Capital Investments Will Transform Operations
Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | US$2m | US$825k | US$5b |
| Sep 30 2025 | n/a | n/a | US$6b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | US$56m | US$542k | US$5b |
Vergütung im Vergleich zum Markt: FabricioDie Gesamtvergütung ($USD1.85M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt ZA ($USD3.47M).
Entschädigung vs. Einkommen: FabricioDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Fabricio Bloisi (49 yo)
2.1yrs
Amtszeit
US$1,846,000
Vergütung
Mr. Fabricio Bloisi is Member of the Supervisory Board of Just Eat Takeaway.com N.V. from October 2025. Mr. Bloisi served as President at iFood.com Agência de Restaurantes Online S.A. He was Chief Executiv...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Group CEO & Executive Director | 2.1yrs | US$1.85m | 0.022% ZAR 145.8m | |
| CFO & Director | 1.7yrs | US$5.88m | keine Daten | |
| CEO of South Africa & Executive Director | no data | US$2.02m | keine Daten | |
| Head of Investor Relations | no data | keine Daten | keine Daten | |
| Group General Counsel & Legal Compliance Officer | 11yrs | keine Daten | keine Daten | |
| Group Chief People Officer | 2.1yrs | keine Daten | keine Daten | |
| Head of Cyber | no data | keine Daten | keine Daten | |
| Global Head of Data Science & Artificial Intelligence | no data | keine Daten | keine Daten | |
| Chief Communications Officer | 1.6yrs | keine Daten | keine Daten | |
| Head of Communications of South Africa | no data | keine Daten | keine Daten | |
| Chief Executive Officer of Connected Video unit | 7.9yrs | keine Daten | keine Daten | |
| Group Company Secretary & Head of Global Company Secretariat | 6yrs | keine Daten | keine Daten |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
52yo
Durchschnittliches Alter
Erfahrenes Management: NPNDas Führungsteam des Unternehmens gilt als erfahren (2.1 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Group CEO & Executive Director | 2.6yrs | US$1.85m | 0.022% ZAR 145.8m | |
| CFO & Director | 1.3yrs | US$5.88m | keine Daten | |
| CEO of South Africa & Executive Director | 1.3yrs | US$2.02m | keine Daten | |
| Independent Non-Executive Director | 12.8yrs | US$468.00k | 0.00028% ZAR 1.9m | |
| Non-Executive Chairman | 11.3yrs | US$704.00k | 1.12% ZAR 7.5b | |
| Lead Independent Non-Executive Director | 10.3yrs | keine Daten | 0.00084% ZAR 5.7m | |
| Non-Executive Director | 11.6yrs | US$397.00k | 0.00089% ZAR 6.0m | |
| Independent Non-Executive Director | 22.8yrs | US$525.00k | keine Daten | |
| Independent Non-Executive Director | 12.8yrs | US$406.00k | keine Daten | |
| Independent Non-Executive Director | 6.2yrs | US$322.00k | keine Daten | |
| Independent Non Executive Director | 16.8yrs | US$355.00k | keine Daten | |
| Independent Non-Executive Director | 6.8yrs | US$330.00k | keine Daten |
10.8yrs
Durchschnittliche Betriebszugehörigkeit
60.5yo
Durchschnittliches Alter
Erfahrener Vorstand: NPNDie Vorstandsmitglieder sind sehr erfahren ( 10.8 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/04 14:03 |
| Aktienkurs zum Tagesende | 2026/08/03 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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.
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Metriken für Industrie und Sektor
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Analysten-Quellen
Naspers Limited wird von 19 Analysten beobachtet. 9 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 |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Maurice Patrick | Barclays |
| John-Paul Davids | Barclays |