African Rainbow Minerals (ARI) Aperçu de l'action
African Rainbow Minerals Limited, par l'intermédiaire de ses filiales, est une société minière et minérale diversifiée en Afrique du Sud, en Malaisie et en Suisse. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
ARI Community Fair Values
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Analyst Price Targets
African Rainbow Minerals Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | R182.85 |
| Plus haut sur 52 semaines | R276.68 |
| Plus bas sur 52 semaines | R163.10 |
| Bêta | 0.56 |
| Variation sur 1 mois | -5.23% |
| Variation sur 3 mois | -24.80% |
| Variation sur 1 an | 2.09% |
| Variation sur 3 ans | -4.68% |
| Variation sur 5 ans | -31.08% |
| Évolution depuis l'introduction en bourse | 134.42% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.Article d’analyse • 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...
Nouveau récit • 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?Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • Mar 16
African Rainbow Minerals' (JSE:ARI) Soft Earnings Don't Show The Whole Picture
Soft earnings didn't appear to concern African Rainbow Minerals Limited's ( JSE:ARI ) shareholders over the last week...Article d’analyse • Mar 15
African Rainbow Minerals (JSE:ARI) Is Paying Out Less In Dividends Than Last Year
African Rainbow Minerals Limited's ( JSE:ARI ) dividend is being reduced from last year's payment covering the same...Rendement pour les actionnaires
| ARI | ZA Metals and Mining | ZA Marché | |
|---|---|---|---|
| 7D | 0.01% | 3.9% | 1.3% |
| 1Y | 2.1% | 21.8% | 12.8% |
Rendement vs Industrie: ARI a sous-performé le secteur ZA Metals and Mining qui a rapporté 21.8 % au cours de l'année écoulée.
Rendement vs marché: ARI a sous-performé le marché ZA qui a rapporté 12.8 % au cours de l'année écoulée.
Volatilité des prix
| ARI volatility | |
|---|---|
| ARI Average Weekly Movement | 6.3% |
| Metals and Mining Industry Average Movement | 8.4% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 9.4% |
| 10% least volatile stocks in ZA Market | 2.8% |
Cours de l'action stable: ARI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché ZA.
Volatilité au fil du temps: La volatilité hebdomadaire de ARI ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1933 | n/a | Velile Tobias | arm.co.za |
African Rainbow Minerals Limited, par l'intermédiaire de ses filiales, est une société minière et minérale diversifiée qui opère en Afrique du Sud, en Malaisie et en Suisse. Elle explore les métaux du groupe platine, le nickel, le charbon, le minerai de fer, le cuivre, le minerai de manganèse et le chrome, ainsi que les gisements d'or. African Rainbow Minerals Limited a été constituée en 1933 et est basée à Sandton, en Afrique du Sud.
African Rainbow Minerals Limited Résumé des fondamentaux
| ARI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | R38.17b |
| Bénéfices(TTM) | R1.29b |
| Recettes(TTM) | R13.81b |
29.6x
Ratio P/E2.8x
Ratio P/SLe site ARI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ARI compte de résultat (TTM) | |
|---|---|
| Recettes | R13.81b |
| Coût des recettes | R11.26b |
| Marge brute | R2.55b |
| Autres dépenses | R1.26b |
| Les revenus | R1.29b |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Sep 04, 2026
| Résultat par action (EPS) | 6.17 |
| Marge brute | 18.45% |
| Marge bénéficiaire nette | 9.33% |
| Ratio dettes/capitaux propres | 1.5% |
Quelles ont été les performances à long terme de ARI?
Voir les performances historiques et les comparaisonsDividendes
5.7%
Rendement actuel des dividendes165%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/05 01:39 |
| Cours de l'action en fin de journée | 2026/07/03 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
African Rainbow Minerals Limited est couverte par 15 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ayan Ghosh | Avior Capital Markets |
| Caroline Learmonth | Barclays |
| Patrick Mann | BofA Global Research |