Valterra Platinum Limited

Informe acción JSE:VAL

Capitalización de mercado: R297.7b

Valterra Platinum Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Valterra Platinum de 20.1% y 7.6% por año respectivamente. Se prevé que el BPA crezca en un 20.2% al año. Se espera que la rentabilidad financiera sea de 27.8% en 3 años.

Información clave

20.1%

Tasa de crecimiento de los beneficios

20.22%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Metals and Mining17.3%
Tasa de crecimiento de los ingresos7.6%
Rentabilidad financiera futura27.79%
Cobertura de analistas

Good

Última actualización03 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 03

VAL: Trimmed Growth And Margin Assumptions Will Pressure Future Earnings Multiple

Analysts have trimmed their price target on Valterra Platinum from ZAR 8,000 to ZAR 7,890, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E following recent mixed research commentary. Analyst Commentary Recent research has highlighted a more cautious tone around Valterra Platinum, with the latest price target revisions reflecting updated assumptions on growth, profitability, and valuation multiples.
Actualización de narrativa • May 20

VAL: Dividend Windfall And Stable Margins Will Support Future Returns

Analysts have trimmed their ZAR price target on Valterra Platinum to reflect a slightly lower assumed discount rate and more moderate future P/E expectations, while still incorporating steady revenue growth and profit margin assumptions. Analyst Commentary Recent Street research on Valterra Platinum points to mixed views on valuation, with a group of bullish analysts highlighting potential upside drivers for the stock.
Actualización de narrativa • May 05

VAL: Future Returns Will Hinge On Production Delivery And Dividend Discipline

Analysts have trimmed their price target on Valterra Platinum by ZAR10 to reflect updated assumptions for slightly lower revenue growth, a higher discount rate, improved profit margins and a reduced future P/E multiple, in line with recent mixed Street research that includes both a target cut and an upgrade. Analyst Commentary Recent research captures a mixed but focused view on Valterra Platinum, with one camp adjusting price targets lower and another shifting to a more positive stance.
Actualización de narrativa • Apr 21

VAL: Dividend Windfall And Rising EPS Guidance Will Support Future Returns

Analysts have kept their ZAR 2,160 price target for Valterra Platinum unchanged, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E following recent research updates. Analyst Commentary Recent research indicates that bullish analysts see the reaffirmed ZAR 2,160 price target as supported by refreshed assumptions around discount rates, revenue growth, profit margins and future P/E, rather than as a placeholder target.
Actualización de narrativa • Apr 07

VAL: Dividend Windfall And Higher EPS Will Support Future Returns

Analysts have revised their ZAR price target on Valterra Platinum to ZAR2,160, reflecting updated views on revenue growth, profit margins and the appropriate P/E multiple following recent Street research. Analyst Commentary Bullish analysts point to the revised ZAR2,160 price target as a key marker of confidence in Valterra Platinum's ability to align revenue trends, profit margins and its P/E multiple with updated Street expectations.
Actualización de narrativa • Mar 24

VAL: Dividend Windfall And Higher Earnings Guidance Will Drive Future Returns

Analysts have kept the Valterra Platinum price target steady at ZAR2,160.00, highlighting updated assumptions around a ZAR18.44% discount rate, ZAR13.90% revenue growth, a ZAR29.78% profit margin and an ZAR18.37x future P/E as the key drivers behind the refreshed view. What's in the News The board approved a special cash dividend of ZAR5,300m, equal to ZAR20.00 per share, for the year ended 31 December 2025, with payment scheduled for 30 March 2026 on the JSE and 15 April 2026 on the LSE (Key Developments).
Actualización de narrativa • Mar 09

VAL: Dividend Windfall And Higher EPS Will Face Compressed Future Multiple

Analysts have left their Valterra Platinum fair value estimate unchanged at ZAR689. The latest price target update reflects a lower assumed discount rate, a higher profit margin and a reduced future P/E multiple.
Actualización de narrativa • Feb 23

VAL: Fair Value Will Hinge On Execution Of Production And Margin Guidance

The analyst price target for Valterra Platinum has shifted from ZAR1,050.28 to ZAR1,480.70, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change. What's in the News Valterra Platinum issued production guidance for 2026, with Platinum Group Metals mined and contained (M&C) and refined volumes each expected in a range of 3.0 Moz to 3.4 Moz.
Actualización de narrativa • Feb 08

VAL: Higher Earnings Guidance Will Support Stronger Future Profitability

Analysts have raised their price target for Valterra Platinum from $1,050 to $2,160, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Reported fourth quarter 2025 total mining and concentrating PGM production of 880,200 ounces compared with 875,700 ounces in the prior year quarter, with total refined production of 1,296,700 ounces compared with 1,210,700 ounces (company announcement of operating results).
Actualización de narrativa • Jan 25

VAL: Higher Output Guidance Will Later Meet Softer Earnings Multiple

Analysts have nudged their price target on Valterra Platinum slightly higher to $689, reflecting tweaked assumptions around a marginally higher discount rate, stronger modeled revenue growth, a modestly softer profit margin, and a slightly lower future P/E multiple. What's in the News Valterra Platinum issued earnings guidance for the twelve months ending December 31, 2025, with basic EPS projected in a range of 5,522 cents to 6,055 cents per share, compared with 2,683 cents per share in the prior period (Corporate guidance).
Actualización de narrativa • Jan 11

VAL: Higher Production Guidance Will Mask Weaker Future P/E Upside

Analysts have lifted their price target for Valterra Platinum from $552 to $689, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that together reshape their view of the stock's potential value. What's in the News Valterra Platinum reaffirmed its 2025 production guidance for Amandelbult at 450,000 to 480,000 PGM ounces, indicating the company still expects to meet its previously communicated full year targets (Corporate Guidance).
Actualización de narrativa • Dec 14

VAL: Shares Will Face Pressure As Raised Price Goal Masks Execution Risks

Analysts have raised their price target for Valterra Platinum from £26.00 to £32.00, reflecting slightly higher projected revenue growth, modestly improved profit margins, and a somewhat richer assumed future P E multiple despite a marginally higher discount rate. Analyst Commentary Recent Street research reflects a nuanced stance on Valterra Platinum, with the higher price target indicating recognition of improved fundamentals even as caution remains on the shares.
Actualización de narrativa • Nov 30

VAL: Shares Will Face Pressure Amid Sustainability Concerns Despite Recent Stock Rally

Analysts have increased their price target for Valterra Platinum from £26.00 to £32.00 per share. They cite a modest improvement in revenue growth expectations and updated model assumptions as the reasons for this adjustment.
Actualización de narrativa • Nov 16

VAL: Focus Will Shift To Execution As Profit Margins Forecast To Improve

Narrative Update on Valterra Platinum Analysts have raised Valterra Platinum's target price from £26.00 to £32.00. Improved profit margin forecasts and higher anticipated revenue growth were cited as key drivers behind the upgrade.
Actualización de narrativa • Nov 02

VAL: Price Rally Will Face Risks From Ongoing Competitive Pressures

Narrative Update: Valterra Platinum Analyst Price Target Revised Valterra Platinum's analyst price target has increased by £600 to £3,200 per share. Analysts cite higher fair value estimates and stable profit margins as key drivers for their updated outlook.
Actualización de narrativa • Oct 18

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has increased from £8.76 to £9.38, reflecting analysts' more positive outlook based on higher projected revenue growth and improved profit margins. Analyst Commentary Analyst updates for Valterra Platinum reveal a mix of caution and optimism following recent adjustments to price targets.
Actualización de narrativa • Oct 04

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has risen from £832.91 to £875.64. This reflects analysts' expectations for improved profit margins, despite slightly softer revenue growth forecasts.
Actualización de narrativa • Sep 19

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum’s modest price target increase to ZAR832.91 reflects analysts’ confidence in improved operational efficiency, robust platinum demand, and management’s consistent delivery, despite ongoing macroeconomic uncertainties. Analyst Commentary Improved operational efficiency and cost controls highlighted as supporting factors for modest target increases, despite a cautious outlook.
Actualización de narrativa • Sep 04

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum’s consensus price target was modestly reduced to ZAR805.20 as analysts balanced ongoing operational strength with caution over post-spinout headwinds and lingering sector risks. Analyst Commentary Bullish analysts cited continued strong performance post-spinout despite minor target reductions.
Artículo de análisis • Jun 16

Here's What's Concerning About Valterra Platinum's (JSE:VAL) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
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Nueva narrativa • Feb 23

Der Brochen And Mogalakwena Developments Will Improve Future PGM Efficiency

The demerger from Anglo American Group and operational focus could enhance profitability and earnings through improved efficiency and cost management.

Previsiones de crecimiento de beneficios e ingresos

JSE:VAL - Estimaciones futuras de los analistas y datos financieros pasados (ZAR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028151,32037,00734,95052,5667
12/31/2027154,28438,94233,48745,6739
12/31/2026156,06540,54832,84445,4089
12/31/2025116,33015,42011,53428,853N/A
9/30/2025107,7218,3726,04723,876N/A
6/30/202599,1111,32356018,899N/A
3/31/2025104,0494,1914,21022,866N/A
12/31/2024108,9877,0597,86026,832N/A
9/30/2024110,5539,3402,19622,270N/A
6/30/2024112,11911,620-3,46917,707N/A
3/31/2024118,35112,330-3,90317,131N/A
12/31/2023124,58313,040-4,33816,554N/A
9/30/2023133,88521,6401,15721,138N/A
6/30/2023143,18730,2396,65225,721N/A
3/31/2023153,63939,69617,55735,540N/A
12/31/2022164,09049,15328,46245,358N/A
9/30/2022178,35354,20841,44557,172N/A
6/30/2022192,61659,26254,42768,986N/A
3/31/2022203,59269,12068,64182,736N/A
12/31/2021214,56878,97882,85596,486N/A
9/30/2021193,85474,50373,58386,035N/A
6/30/2021173,13970,02764,31175,584N/A
3/31/2021140,45550,18539,02049,392N/A
12/31/2020107,77130,34213,72923,200N/A
9/30/2020103,30024,10614,61523,742N/A
6/30/202098,82817,87015,50024,284N/A
3/31/202099,19018,18417,66926,361N/A
12/31/201999,55118,49719,83828,438N/A
9/30/201991,76515,267N/A23,081N/A
6/30/201983,97812,037N/A17,724N/A
3/31/201979,2809,470N/A16,652N/A
12/31/201874,5826,903N/A15,580N/A
9/30/201873,2196,107N/A14,814N/A
6/30/201871,8565,310N/A14,048N/A
3/31/201868,7633,627N/A13,585N/A
12/31/201765,6701,944N/A13,121N/A
9/30/201762,140-75N/A12,398N/A
6/30/201758,610-2,095N/A11,674N/A
3/31/201760,285-731N/A11,537N/A
12/31/201661,960632N/A11,400N/A
9/30/201661,288-6,315N/A10,282N/A
6/30/201660,616-13,262N/A9,164N/A
3/31/201660,216-12,810N/A8,714N/A
12/31/201559,815-12,358N/A8,264N/A
9/30/201558,718-4,743N/A7,406N/A
6/30/201557,6212,639N/A6,547N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (20.1% al año) de VAL es superior a la tasa de ahorro (9.8%).

Beneficios vs. Mercado: Se prevé que los beneficios (20.1% al año) de VAL crezcan más rápidamente que el mercado ZA (15.2% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de VAL crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (7.6% al año) de VAL crezcan más rápidamente que los del mercado ZA (6.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 7.6% al año) de VAL 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 VAL sea alta dentro de 3 años (27.8%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 02:11
Precio de las acciones al final del día2026/06/11 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

Valterra Platinum Limited está cubierta por 25 analistas. 9 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.

AnalistaInstitución
Gerhard EngelbrechtAbsa Bank Limited
Richard HartArqaam Capital Research Offshore S.A.L.
Sebastian BellAvior Capital Markets