Northam Platinum Holdings (NPH) Aperçu de l'action
Northam Platinum Holdings Limited, par l'intermédiaire de sa filiale Northam Platinum Limited, produit et vend des métaux du groupe du platine en Afrique du Sud, dans les Amériques, en Europe, au Royaume-Uni, en Extrême-Orient, dans le reste de l'Afrique, au Moyen-Orient, en Australasie et en République populaire de Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
NPH Community Fair Values
Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Northam Platinum Holdings Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | R262.00 |
| Plus haut sur 52 semaines | R474.45 |
| Plus bas sur 52 semaines | R193.71 |
| Bêta | 0.98 |
| Variation sur 1 mois | 5.68% |
| Variation sur 3 mois | -27.72% |
| Variation sur 1 an | 20.68% |
| Variation sur 3 ans | 98.45% |
| Variation sur 5 ans | 19.51% |
| Évolution depuis l'introduction en bourse | 1,053.54% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 22
NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing
The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.
Mise à jour du récit • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.Mise à jour du récit • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.Recent updates
Mise à jour du récit • Jul 22
NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing
The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.Mise à jour du récit • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.Mise à jour du récit • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.Mise à jour du récit • Jun 07
NPH: Maintained Fair Value And Higher Required Returns Will Support Bullish Repricing
Analysts have kept the ZAR price target for Northam Platinum Holdings steady at ZAR490.00. Updated assumptions around discount rate, revenue growth, profit margin and future P/E were used to refresh their valuation view rather than shift it.
Mise à jour du récit • May 24
NPH: Elevated Margin And P/E Assumptions Will Sustain Overvaluation Risk
Analysts have kept the ZAR 270.00 price target for Northam Platinum Holdings unchanged, citing small adjustments to the discount rate, revenue growth, profit margin and expected future P/E assumptions that largely offset one another. Valuation Changes Fair Value: ZAR 270.00 remains unchanged.Mise à jour du récit • May 08
NPH: Maintained Fair Value And Adjusted Assumptions Will Support Bullish Repricing
Analysts have kept the ZAR 490.00 price target unchanged for Northam Platinum Holdings, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E as the main factors supporting their maintained view. Valuation Changes Fair Value: ZAR 490.00 remains unchanged, indicating no shift in the central valuation anchor used.Mise à jour du récit • Apr 20
NPH: Higher Required Returns Will Pressure Optimistic Margin And P/E Assumptions
Analysts have raised their price target on Northam Platinum Holdings from ZAR131.11 to ZAR270.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, along with a more positive stance in recent Street research. Analyst Commentary Even with a higher price target framework on Northam Platinum Holdings, not all research has been uniformly positive.Mise à jour du récit • Apr 06
NPH: Higher Discount Rate And Strong Output Will Support Bullish Repricing
Analysts have kept their ZAR 490.00 price target for Northam Platinum Holdings unchanged, while adjusting key inputs such as a higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E. These changes reflect updated research that incorporates a more constructive stance from recent Street commentary.Mise à jour du récit • Mar 23
NPH: Upgraded View Will Rely On Higher Margins And Production Delivery
Analysts have revised their price target on Northam Platinum Holdings from ZAR 434.94 to ZAR 400.94. This reflects updated views on revenue growth, margins and future P/E multiples following recent research that has become more positive on the shares overall.Mise à jour du récit • Mar 09
NPH: Constructive HSBC Upgrade Will Support Higher Margins And Earnings Quality
Narrative Update Analysts have lifted their price target for Northam Platinum Holdings from ZAR396.94 to ZAR434.94, citing updated assumptions around discount rates, revenue growth, profit margins and a revised future P/E, along with a more constructive stance in recent research such as the HSBC upgrade. Analyst Commentary Recent research has focused on how revised assumptions around discount rates, revenue growth, profit margins and future P/E feed into the updated valuation for Northam Platinum Holdings.Mise à jour du récit • Feb 22
NPH: Higher P/E Outlook And Strong Output Will Support Bullish Repricing
Analysts have maintained their ZAR490.00 price target for Northam Platinum Holdings, citing a slightly lower discount rate, small increases in assumed revenue growth and profit margins, and a higher future P/E expectation following more positive recent research commentary. Analyst Commentary Recent commentary has reinforced the ZAR490.00 price target, with bullish analysts pointing to a mix of valuation support, improved assumptions and a more constructive view on the company’s earnings profile.Mise à jour du récit • Feb 08
NPH: Higher Margin Outlook Will Support Repriced Bullish Thesis
Analysts have raised their fair value estimate for Northam Platinum Holdings from R230.00 to R490.00, citing updated assumptions on revenue growth, profit margin, and future P/E following recent bullish research updates. Analyst Commentary Recent bullish research updates have pushed Northam Platinum Holdings further onto the radar of investors who focus on valuation reset stories.Mise à jour du récit • Jan 25
NPH: Constructive Research Stance Will Support Higher P/E While Risks Remain
Narrative Update The analyst fair value estimate for Northam Platinum Holdings has shifted from R290.06 to R396.94 per share. Analysts attribute this change to updated assumptions around revenue growth, profit margin and future P/E multiples following recent research that has become more constructive on the stock.Mise à jour du récit • Jan 10
NPH: Higher P/E Assumptions Will Limit Future Upside Despite Firm Margins
Analysts have nudged their price target for Northam Platinum Holdings higher to R290.06 from R283.06, reflecting updated assumptions around discount rates, margins, and future P/E expectations. Valuation Changes Fair Value: Updated slightly higher from R283.06 to R290.06 per share.Mise à jour du récit • Dec 16
NPH: Higher Required Returns Will Constrain Future Upside Despite Stronger Margins
Analysts have raised their price target for Northam Platinum Holdings by roughly R8 to R283.06, citing slightly stronger expected revenue growth, improved profit margins, and a modestly lower future price earnings multiple, despite a small uptick in the discount rate. Valuation Changes Fair Value: Raised slightly from ZAR 274.94 to ZAR 283.06 per share, reflecting a modest uplift in the intrinsic valuation.Mise à jour du récit • Dec 02
NPH: Rising Discount Rate Will Limit Upside Despite Margin Improvement
Northam Platinum Holdings' analyst price target has been modestly adjusted downward from R280.19 to R274.94. Analysts cite slightly lower revenue growth expectations, despite improvements in projected profit margins.Mise à jour du récit • Nov 18
NPH: Dividend Increase And Higher Margins Will Balance Revenue Uncertainty
Northam Platinum Holdings’ analyst price target has been raised slightly from R276.44 to R280.19. This reflects analysts’ confidence in improved future profit margins despite a more moderate revenue growth outlook.Mise à jour du récit • Nov 03
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
Analysts have raised their price target for Northam Platinum Holdings from R261.44 to R276.44. This reflects increased conviction in the company's fair value, despite a slight uptick in the assumed discount rate and future price-to-earnings ratio.Mise à jour du récit • Oct 20
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R236.71 to R261.44, citing modest improvements in estimated fair value and revenue growth projections. What's in the News The board has declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share the previous year.Mise à jour du récit • Oct 05
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R206 to R236.71. This reflects improved profit margin forecasts, even though expectations for revenue growth have been slightly tempered.Mise à jour du récit • Sep 20
South African PGM Risks Will Spark Renewable Upside
Upward revisions to revenue growth forecasts and a substantial decline in the future P/E multiple have driven a modest increase in Northam Platinum Holdings' consensus price target to ZAR206.00. What's in the News Northam Platinum Holdings declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share in 2024, totaling approximately ZAR 800.2 million.Mise à jour du récit • Aug 27
By 2029, Increased Chrome Production Will Diversify Revenue Streams
Northam Platinum Holdings' consensus price target increased to ZAR186.43, reflecting improved profitability with a higher net profit margin and a slightly lower forward P/E multiple. What's in the News Zondereinde mine exceeded production guidance with 330,769 oz 4E refined metal, up from 328,513 oz 4E.
Nouveau récit • Feb 10
Zondereinde 3 Shaft And Eland Developments Will Strengthen Future Operations
Expansion in production capacity and processing efficiency is set to enhance revenue by reducing per-unit costs and improving production throughput.Rendement pour les actionnaires
| NPH | ZA Metals and Mining | ZA Marché | |
|---|---|---|---|
| 7D | 15.9% | 8.9% | 3.4% |
| 1Y | 20.7% | 12.0% | 13.0% |
Rendement vs Industrie: NPH a dépassé le secteur ZA Metals and Mining qui a rapporté 12 % au cours de l'année écoulée.
Rendement vs marché: NPH a dépassé le marché ZA qui a rapporté 13 % au cours de l'année écoulée.
Volatilité des prix
| NPH volatility | |
|---|---|
| NPH Average Weekly Movement | 7.9% |
| Metals and Mining Industry Average Movement | 8.6% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 9.9% |
| 10% least volatile stocks in ZA Market | 2.7% |
Cours de l'action stable: Le cours de l'action de NPH a été volatil au cours des 3 derniers mois par rapport au marché ZA.
Volatilité au fil du temps: La volatilité hebdomadaire de NPH ( 8% ) 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 |
|---|---|---|---|
| 2020 | 14,172 | Paul Dunne | www.northam.co.za |
Northam Platinum Holdings Limited, par l'intermédiaire de sa filiale Northam Platinum Limited, produit et vend des métaux du groupe du platine en Afrique du Sud, dans les Amériques, en Europe, au Royaume-Uni, en Extrême-Orient, dans le reste de l'Afrique, au Moyen-Orient, en Australasie et en République populaire de Chine. La société recherche des gisements de platine, de palladium, de rhodium, d'or, d'iridium, de ruthénium, d'argent, de nickel, de cuivre, de cobalt et de chrome. Elle détient des intérêts dans la mine Booysendal, située sur la partie orientale du complexe Bushveld, dans la mine Zondereinde, située à l'extrémité nord de la partie occidentale du complexe Bushveld, et dans la mine Eland, située dans la partie sud-est de la partie occidentale du complexe Bushveld.
Northam Platinum Holdings Limited Résumé des fondamentaux
| NPH statistiques fondamentales | |
|---|---|
| Capitalisation boursière | R97.93b |
| Bénéfices(TTM) | R9.17b |
| Recettes(TTM) | R41.62b |
11.2x
Ratio P/E2.5x
Ratio P/SLe site NPH est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| NPH compte de résultat (TTM) | |
|---|---|
| Recettes | R41.62b |
| Coût des recettes | R31.62b |
| Marge brute | R10.00b |
| Autres dépenses | R824.56m |
| Les revenus | R9.17b |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Aug 28, 2026
| Résultat par action (EPS) | 23.29 |
| Marge brute | 24.02% |
| Marge bénéficiaire nette | 22.04% |
| Ratio dettes/capitaux propres | 30.3% |
Quelles ont été les performances à long terme de NPH?
Voir les performances historiques et les comparaisonsDividendes
3.4%
Rendement actuel des dividendes39%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/05 19:02 |
| Cours de l'action en fin de journée | 2026/08/05 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
Northam Platinum Holdings Limited est couverte par 22 analystes. 6 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 |