Impala Platinum Holdings Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Impala Platinum Holdings de 34.2% y 18% por año respectivamente. Se prevé que el BPA crezca en un 34.1% al año. Se espera que la rentabilidad financiera sea de 29.9% en 3 años.
Información clave
34.2%
Tasa de crecimiento de los beneficios
34.06%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Metals and Mining | 18.3% |
| Tasa de crecimiento de los ingresos | 18.0% |
| Rentabilidad financiera futura | 29.85% |
| Cobertura de analistas | Good |
| Última actualización | 18 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 19
IMP: Future Returns Will Reflect Stable 6E Output And Stronger Earnings Visibility
Analysts have inched their price target for Impala Platinum Holdings slightly lower to ZAR353.56 from ZAR354.90. This reflects updated views on revenue growth, profit margin expectations, the applied discount rate, and the assumed future P/E multiple.
Actualización de narrativa • Apr 29
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.Actualización de narrativa • Apr 14
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.
Actualización de narrativa • Mar 31
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.Actualización de narrativa • Mar 17
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.Actualización de narrativa • Mar 03
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.Actualización de narrativa • Feb 17
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.Artículo de análisis • Feb 03
This Just In: Analysts Are Boosting Their Impala Platinum Holdings Limited (JSE:IMP) Outlook for This Year
Impala Platinum Holdings Limited ( JSE:IMP ) shareholders will have a reason to smile today, with the analysts making...Actualización de narrativa • Feb 02
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.Actualización de narrativa • Jan 19
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).Actualización de narrativa • Jan 05
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).Actualización de narrativa • Dec 18
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).Artículo de análisis • Dec 18
What Impala Platinum Holdings Limited's (JSE:IMP) 28% Share Price Gain Is Not Telling You
The Impala Platinum Holdings Limited ( JSE:IMP ) share price has done very well over the last month, posting an...Actualización de narrativa • Dec 04
IMP: 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).Actualización de narrativa • Nov 20
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).Actualización de narrativa • Nov 03
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).Actualización de narrativa • Oct 20
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.Artículo de análisis • Oct 15
Is Impala Platinum Holdings (JSE:IMP) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Oct 05
PGM 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.Artículo de análisis • Sep 24
After Leaping 26% Impala Platinum Holdings Limited (JSE:IMP) Shares Are Not Flying Under The Radar
Impala Platinum Holdings Limited ( JSE:IMP ) shares have continued their recent momentum with a 26% gain in the last...Actualización de narrativa • Sep 20
PGM 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.Artículo de análisis • Sep 04
Impala Platinum Holdings' (JSE:IMP) Solid Earnings May Rest On Weak Foundations
The market for Impala Platinum Holdings Limited's ( JSE:IMP ) stock was strong after it released a healthy earnings...Actualización de narrativa • Aug 29
New 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.Artículo de análisis • Jul 20
Revenues Not Telling The Story For Impala Platinum Holdings Limited (JSE:IMP) After Shares Rise 26%
Impala Platinum Holdings Limited ( JSE:IMP ) shares have continued their recent momentum with a 26% gain in the last...
Nueva narrativa • Feb 09
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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 6/30/2028 | 167,396 | 30,413 | 42,441 | 64,006 | 6 |
| 6/30/2027 | 182,580 | 43,017 | 47,236 | 69,955 | 7 |
| 6/30/2026 | 138,872 | 30,101 | 16,157 | 32,792 | 7 |
| 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 |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (34.2% al año) de IMP es superior a la tasa de ahorro (9.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (34.2% al año) de IMP crezcan más rápidamente que el mercado ZA (15.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de IMP crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (18% al año) de IMP crezcan más rápidamente que los del mercado ZA (7.1% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 18% al año) de IMP crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de IMP sea alta dentro de 3 años (29.9%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 13:15 |
| Precio de las acciones al final del día | 2026/05/25 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
Impala Platinum Holdings Limited está cubierta por 20 analistas. 7 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 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |