African Rainbow Minerals (ARI) Resumen de Acciones
African Rainbow Minerals Limited, a través de sus filiales, opera como empresa minera y de minerales diversificada en Sudáfrica, Malasia y Suiza. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 6/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
ARI 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
Competidores de African Rainbow Minerals Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | R180.87 |
| Máximo en las últimas 52 semanas | R276.68 |
| Mínimo de 52 semanas | R152.40 |
| Beta | 0.68 |
| Cambio en 1 mes | 4.22% |
| Variación en 3 meses | -11.77% |
| Cambio de 1 año | -3.67% |
| Variación en 3 años | 3.17% |
| Variación en 5 años | -29.44% |
| Variación desde la OPV | 131.88% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 05
ARI: Bokoni Development Will Underpin Future Repricing Toward Fair Value
Analysts have trimmed their price target on African Rainbow Minerals from ZAR264.60 to ZAR220.60, citing updated assumptions that now reflect a higher discount rate, a lower revenue growth outlook, a slightly higher profit margin, and a lower future P/E multiple. What's in the News African Rainbow Minerals approved the development of the Bokoni project, which targets a combined concentrator capacity of 180,000 tonnes per month using an existing 60,000 tonnes per month plant and a new 120,000 tonnes per month plant.
Actualización de narrativa • Jul 22
ARI: Norges Bank Stake Will Support Repriced P/E Upside
Analysts have lowered their price target for African Rainbow Minerals from ZAR213.00 to ZAR200.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Norges Bank acquired a 5.02% stake in African Rainbow Minerals Limited (JSE:ARI), with the transaction completed on May 13, 2026.Recent updates
Actualización de narrativa • Aug 05
ARI: Bokoni Development Will Underpin Future Repricing Toward Fair Value
Analysts have trimmed their price target on African Rainbow Minerals from ZAR264.60 to ZAR220.60, citing updated assumptions that now reflect a higher discount rate, a lower revenue growth outlook, a slightly higher profit margin, and a lower future P/E multiple. What's in the News African Rainbow Minerals approved the development of the Bokoni project, which targets a combined concentrator capacity of 180,000 tonnes per month using an existing 60,000 tonnes per month plant and a new 120,000 tonnes per month plant.Actualización de narrativa • Jul 22
ARI: Norges Bank Stake Will Support Repriced P/E Upside
Analysts have lowered their price target for African Rainbow Minerals from ZAR213.00 to ZAR200.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Norges Bank acquired a 5.02% stake in African Rainbow Minerals Limited (JSE:ARI), with the transaction completed on May 13, 2026.Actualización de narrativa • Jul 08
ARI: Norges Bank Stake Will Support Higher Future P/E Repricing
The analyst fair value estimate for African Rainbow Minerals has shifted from ZAR165.00 to ZAR213.00. Analysts cite updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the key drivers behind the new price target.Actualización de narrativa • Jun 24
ARI: Norges Bank Stake Will Support Future Repricing Toward Fair Value
Analysts have trimmed their price target for African Rainbow Minerals slightly, from ZAR267.20 to ZAR264.60. This reflects updated assumptions around fair value, discount rates, revenue growth, profit margins and future P/E expectations.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.Artículo de análisis • 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...Nueva narrativa • 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?Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Rentabilidad de los accionistas
| ARI | ZA Metals and Mining | Mercado ZA | |
|---|---|---|---|
| 7D | -2.7% | -3.0% | -2.7% |
| 1Y | -3.7% | 23.7% | 9.6% |
Rentabilidad vs. Industria: Los resultados de ARI fueron inferiores a los de la industria ZA Metals and Mining, que obtuvo un rendimiento del 23.7% el año pasado.
Rentabilidad vs. Mercado: ARI obtuvo unos resultados inferiores a los del mercado ZA, que fueron del 9.6% el año pasado.
Volatilidad de los precios
| ARI volatility | |
|---|---|
| ARI Average Weekly Movement | 7.0% |
| Metals and Mining Industry Average Movement | 8.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in ZA Market | 10.0% |
| 10% least volatile stocks in ZA Market | 2.7% |
Precio estable de las acciones: El precio de las acciones de ARI ha sido volátil durante los últimos 3 meses en comparación con el mercado ZA.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ARI(7%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de ZA.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1933 | n/a | Velile Tobias | arm.co.za |
African Rainbow Minerals Limited, a través de sus filiales, opera como empresa minera y de minerales diversificada en Sudáfrica, Malasia y Suiza. Explora metales del grupo del platino, níquel, carbón, mineral de hierro, cobre, mineral de manganeso y cromo, así como yacimientos de oro. African Rainbow Minerals Limited se constituyó en 1933 y tiene su sede en Sandton (Sudáfrica).
Resumen de fundamentos de African Rainbow Minerals Limited
| Estadísticas fundamentales de ARI | |
|---|---|
| Capitalización bursátil | R37.16b |
| Beneficios(TTM) | R1.29b |
| Ingresos (TTM) | R13.81b |
29.3x
Ratio precio-beneficio (PE)2.7x
Ratio precio-ventas (PS)¿Está ARI sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ARI | |
|---|---|
| Ingresos | R13.81b |
| Coste de los ingresos | R11.26b |
| Beneficio bruto | R2.55b |
| Otros gastos | R1.26b |
| Beneficios | R1.29b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
Sep 04, 2026
| Beneficios por acción (BPA) | 6.17 |
| Margen bruto | 18.45% |
| Margen de beneficio neto | 9.33% |
| Ratio deuda/patrimonio | 1.5% |
¿Cómo se ha desempeñado ARI a largo plazo?
Ver rendimiento histórico y comparativaDividendos
5.8%
Rentabilidad actual por dividendo165%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/14 16:55 |
| Precio de las acciones al final del día | 2026/08/14 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
African Rainbow Minerals Limited está cubierta por 16 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ayan Ghosh | Avior Capital Markets |
| Caroline Learmonth | Barclays |
| Patrick Mann | BofA Global Research |