Impala Platinum Holdings (IMP) Aperçu de l'action
Impala Platinum Holdings Limited se consacre à l'extraction, au traitement, à la concentration, à l'affinage et à la vente de métaux du groupe du platine (MGP) et de métaux de base associés. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 5/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 2/6 |
IMP Community Fair Values
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Analyst Price Targets
Impala Platinum Holdings Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | R179.58 |
| Plus haut sur 52 semaines | R379.48 |
| Plus bas sur 52 semaines | R151.88 |
| Bêta | 1.11 |
| Variation sur 1 mois | 3.12% |
| Variation sur 3 mois | -22.68% |
| Variation sur 1 an | 2.42% |
| Variation sur 3 ans | 57.46% |
| Variation sur 5 ans | -27.50% |
| Évolution depuis l'introduction en bourse | 3,320.58% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 29
IMP: Safety Reset And Lower P/E Multiple Will Shape Future Upside
Analysts have trimmed their price target for Impala Platinum Holdings to ZAR175 from ZAR201, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings temporarily suspended mining operations at its Impala Rustenburg complex from July 24 to July 28, 2026 to carry out a comprehensive safety reset in response to an increase in safety incidents.
Mise à jour du récit • Jul 15
IMP: Future Returns Will Reflect Stronger Margins On Stable 6E Volumes
Analysts have reduced their fair value estimate for Impala Platinum Holdings from about ZAR354 to about ZAR275, reflecting updated views on expected revenue growth, profit margins and a higher assumed P/E multiple. What's in the News Impala Platinum Holdings reported 6E Group production of 762,000 oz for the third quarter ended March 31, 2026, compared with 766,000 oz for the same quarter a year earlier.Mise à jour du récit • Jul 01
IMP: Higher P/E Expectations Will Support Upside If Profitability Improves
Analysts have trimmed their ZAR fair value estimate for Impala Platinum Holdings from ZAR225.00 to ZAR201.00, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings reported 6E group production of 762,000 oz for the third quarter ended March 31, 2026, with 9‑month production at 2,560,000 oz.
Mise à jour du récit • Jun 17
IMP: Stable 6E Volumes And Margins Will Support Future Share Price
Analysts have kept their ZAR price target for Impala Platinum Holdings broadly unchanged at around ZAR522.52, citing only slight adjustments to assumptions for the discount rate, revenue growth, profit margin and forward P/E in their valuation work. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings reported 6E Group production of 762,000 oz for the third quarter ended March 31, 2026, compared with 766,000 oz for the same quarter a year earlier.Recent updates
Mise à jour du récit • Jul 29
IMP: Safety Reset And Lower P/E Multiple Will Shape Future Upside
Analysts have trimmed their price target for Impala Platinum Holdings to ZAR175 from ZAR201, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings temporarily suspended mining operations at its Impala Rustenburg complex from July 24 to July 28, 2026 to carry out a comprehensive safety reset in response to an increase in safety incidents.Mise à jour du récit • Jul 15
IMP: Future Returns Will Reflect Stronger Margins On Stable 6E Volumes
Analysts have reduced their fair value estimate for Impala Platinum Holdings from about ZAR354 to about ZAR275, reflecting updated views on expected revenue growth, profit margins and a higher assumed P/E multiple. What's in the News Impala Platinum Holdings reported 6E Group production of 762,000 oz for the third quarter ended March 31, 2026, compared with 766,000 oz for the same quarter a year earlier.Mise à jour du récit • Jul 01
IMP: Higher P/E Expectations Will Support Upside If Profitability Improves
Analysts have trimmed their ZAR fair value estimate for Impala Platinum Holdings from ZAR225.00 to ZAR201.00, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings reported 6E group production of 762,000 oz for the third quarter ended March 31, 2026, with 9‑month production at 2,560,000 oz.Mise à jour du récit • Jun 17
IMP: Stable 6E Volumes And Margins Will Support Future Share Price
Analysts have kept their ZAR price target for Impala Platinum Holdings broadly unchanged at around ZAR522.52, citing only slight adjustments to assumptions for the discount rate, revenue growth, profit margin and forward P/E in their valuation work. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings reported 6E Group production of 762,000 oz for the third quarter ended March 31, 2026, compared with 766,000 oz for the same quarter a year earlier.Mise à jour du récit • Jun 02
IMP: Strong Production Volumes And Firm Margins Will Support Future Share Price
Analysts have slightly revised their valuation model for Impala Platinum Holdings, trimming the ZAR fair value estimate from about ZAR529.29 to ZAR522.52. Updated assumptions on revenue growth, profit margins, the discount rate and the future P/E have resulted in a lower price target.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.
Nouveau récit • 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.Rendement pour les actionnaires
| IMP | ZA Metals and Mining | ZA Marché | |
|---|---|---|---|
| 7D | 1.5% | 1.9% | 2.4% |
| 1Y | 2.4% | 13.9% | 12.2% |
Rendement vs Industrie: IMP a sous-performé le secteur ZA Metals and Mining qui a rapporté 13.9 % au cours de l'année écoulée.
Rendement vs marché: IMP a sous-performé le marché ZA qui a rapporté 12.2 % au cours de l'année écoulée.
Volatilité des prix
| IMP volatility | |
|---|---|
| IMP Average Weekly Movement | 9.7% |
| Metals and Mining Industry Average Movement | 8.3% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in ZA Market | 10.1% |
| 10% least volatile stocks in ZA Market | 2.6% |
Cours de l'action stable: Le cours de l'action de IMP a été volatil au cours des 3 derniers mois par rapport au marché ZA.
Volatilité au fil du temps: La volatilité hebdomadaire de IMP ( 10% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de ZA.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1957 | 63,787 | Nico Muller | www.implats.co.za |
Impala Platinum Holdings Limited se consacre à l'extraction, au traitement, à la concentration, à l'affinage et à la vente de métaux du groupe du platine (MGP) et de métaux de base associés. La société produit du platine, du palladium, du rhodium, du nickel et des sous-produits, ainsi que du ruthénium, de l'iridium et de l'or. Elle exploite le complexe Bushveld en Afrique du Sud, le Great Dyke au Zimbabwe et le Bouclier canadien.
Impala Platinum Holdings Limited Résumé des fondamentaux
| IMP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | R161.29b |
| Bénéfices(TTM) | R8.21b |
| Recettes(TTM) | R103.95b |
19.6x
Ratio P/E1.6x
Ratio P/SLe site IMP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| IMP compte de résultat (TTM) | |
|---|---|
| Recettes | R103.95b |
| Coût des recettes | R90.20b |
| Marge brute | R13.76b |
| Autres dépenses | R5.55b |
| Les revenus | R8.21b |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Sep 03, 2026
| Résultat par action (EPS) | 9.14 |
| Marge brute | 13.23% |
| Marge bénéficiaire nette | 7.90% |
| Ratio dettes/capitaux propres | 2.4% |
Quelles ont été les performances à long terme de IMP?
Voir les performances historiques et les comparaisonsDividendes
2.3%
Rendement actuel des dividendes63%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/01 07:55 |
| Cours de l'action en fin de journée | 2026/07/31 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 sur la façon d’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
Impala Platinum Holdings Limited est couverte par 21 analystes. 7 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 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |