Naspers Limited

JSE:NPN Rapport sur les actions

Capitalisation boursière : R671.1b

Naspers Croissance future

Future contrôle des critères 2/6

Les bénéfices de Naspers devraient diminuer de 0.7% par an tandis que son chiffre d'affaires annuel devrait croître de 21.6% par an. Le BPA devrait croître de de 6.2% par an. Le rendement des capitaux propres devrait être 17.8% dans 3 ans.

Informations clés

-0.7%

Taux de croissance des bénéfices

6.16%

Taux de croissance du BPA

Multiline Retail croissance des bénéfices16.1%
Taux de croissance des recettes21.6%
Rendement futur des capitaux propres17.80%
Couverture par les analystes

Good

Dernière mise à jour15 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • May 03

NPN: Future Upside Will Rely On Execution Against Refined P/E Assumptions

Naspers' analyst price target has been adjusted slightly from ZAR1,085.72 to ZAR1,076.13 as analysts refine their views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research updates. Analyst Commentary Recent research updates around the ZAR1,076.13 price target highlight a more cautious tone, with several Bearish analysts focusing on execution risks, valuation assumptions, and the sensitivity of Naspers' earnings to changes in discount rates and profit margin expectations.
Mise à jour du récit • Apr 18

NPN: Future Returns Will Be Driven By Portfolio Execution And Premium P/E

Narrative Update on Naspers The updated analyst price target for Naspers has shifted from around ZAR1,184 to about ZAR1,086. Analysts attribute this change to small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent research updates.
Mise à jour du récit • Apr 03

NPN: Higher Future P/E Assumptions Will Support A More Constructive Outlook

Naspers' updated analyst price target has shifted from ZAR1,752.32 to ZAR1,875.55, with analysts pointing to recalibrated assumptions around discount rates, revenue growth, profit margins and future P/E as key drivers behind the change. Analyst Commentary Recent research highlights a more constructive tone around Naspers, with bullish analysts reassessing key inputs such as discount rates, revenue growth, profit margins and future P/E assumptions.
Mise à jour du récit • Mar 19

NPN: Future Returns Will Be Driven By Higher Growth And Premium P/E

Analysts have raised their price target for Naspers to ZAR1,184, citing adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as key drivers of the updated view. Valuation Changes Fair Value: ZAR1,184.25 remains unchanged in the updated assessment.
Mise à jour du récit • Mar 05

NPN: Future Returns Will Reflect Higher Growth And Premium Earnings Multiple

Narrative Update on Naspers Price Target Analysts have updated their fair value estimate for Naspers from ZAR1,242.88 to ZAR1,184.25, reflecting adjustments to assumptions around revenue, profit margins and future P/E expectations. Valuation Changes Fair Value: Updated from ZAR1,242.88 to ZAR1,184.25, indicating a small cut to the central valuation estimate.
Mise à jour du récit • Feb 18

NPN: Lower Discount Rate Will Support A More Optimistic Future P/E

Analysts have slightly trimmed their Naspers fair value estimate from ZAR1,768.46 to ZAR1,752.32 as tweaks to discount rate, growth and margin assumptions feed through to a modestly higher future P/E outlook. Valuation Changes Fair Value: Updated to ZAR1,752.32 from ZAR1,768.46, representing a small reduction in the estimate.
Mise à jour du récit • Feb 04

NPN: Higher Growth Assumptions Will Support A More Optimistic Future P/E

Analysts have cut their implied fair value estimate for Naspers from R8,039.18 to R1,768.46, citing updated assumptions for revenue growth, profit margins and future P/E that together indicate a more conservative view of the stock's potential valuation range. Valuation Changes Fair Value Estimate: Reduced from ZAR 8,039.18 to ZAR 1,768.46, pointing to a much lower implied valuation level.
Article d’analyse • Feb 01

Why Naspers Limited (JSE:NPN) Could Be Worth Watching

Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw significant share price movement...
Mise à jour du récit • Jan 21

NPN: Dividend Policy And Profitability Assumptions Will Support Future Upside

Analysts have trimmed their price target for Naspers, with fair value moving from R1,569.02 to R1,533.03, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Naspers Limited announced an annual dividend of ZAR 5.08 per share, payable on December 8, 2025, with an ex-date of December 3, 2025, and a record date of December 5, 2025 (Key Developments).
Mise à jour du récit • Jan 07

NPN: Higher Revenue Outlook And Dividend Policy Will Support Future Upside

Analysts have trimmed their fair value estimate for Naspers from R1,586.07 to R1,569.02, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Naspers Limited declared an annual dividend of R5.08 per share, with an ex-date on December 3, 2025, a record date on December 5, 2025, and payment scheduled for December 8, 2025 (Key Developments).
Article d’analyse • Dec 22

Naspers' (JSE:NPN) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Mise à jour du récit • Dec 19

NPN: Future Returns Will Reflect Lower Margins And Higher Required Yield

Analysts have trimmed their price target on Naspers from approximately R5,295 to about R1,243. This reflects a more conservative stance on long term profitability and valuation multiples despite relatively stable growth expectations.
Article d’analyse • Dec 09

Do Naspers' (JSE:NPN) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Mise à jour du récit • Dec 05

NPN: Five-For-One Stock Split Will Unlock Additional Shareholder Value

Analysts have modestly trimmed their price target on Naspers to roughly $1,586 from about $1,607, as higher assumed discount rates and lower long term profit margins, partly offset by stronger revenue growth expectations and a higher future earnings multiple, recalibrate their valuation models. What's in the News Naspers Limited declared an annual dividend of ZAR 5.08 per share, payable on December 08, 2025, with an ex-dividend date of December 03, 2025, and a record date of December 05, 2025 (Key Developments).
Article d’analyse • Nov 26

Naspers (JSE:NPN) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit • Nov 21

NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders

Analysts have raised their price target for Naspers, increasing the fair value estimate from R1,549.02 to R1,606.87. This change reflects updated views on modest adjustments in growth expectations and risks.
Article d’analyse • Nov 09

Investors Appear Satisfied With Naspers Limited's (JSE:NPN) Prospects

There wouldn't be many who think Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 10.2x is worth a...
Mise à jour du récit • Nov 05

NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders

Analysts have revised their price target for Naspers, maintaining the fair value estimate at R1,549.02 per share. The update reflects modest changes in discount rates and future growth expectations.
Mise à jour du récit • Oct 22

Analysts Boost Naspers Price Target Following Stock Split and Updated Valuation Metrics

Naspers Analyst Price Target Raised amid Revised Valuation Metrics Analysts have increased their price target for Naspers from approximately R1,480 to R1,549. They cite minor adjustments to discount rates and expected earnings multiples, which slightly boost fair value estimates.
Mise à jour du récit • Oct 08

AI-Driven E-commerce And Capital Investments Will Transform Operations

Analysts have significantly lowered their price target for Naspers from R6,927.62 to R1,479.85. This change is based on updated fair value estimates and a reassessment of future earnings potential.
Article d’analyse • Oct 03

Is Now An Opportune Moment To Examine Naspers Limited (JSE:NPN)?

Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw a decent share price growth of 19...
Mise à jour du récit • Sep 24

AI-Driven E-commerce And Capital Investments Will Transform Operations

Despite analysts expressing increased confidence in Naspers’ growth strategy, improved core holdings outlook, and ongoing value-unlocking initiatives, the consensus analyst price target has edged down marginally from ZAR7002 to ZAR6928. Analyst Commentary Raised forecasts following positive updates from capital markets day presentations.
Mise à jour du récit • Aug 27

AI-Driven E-commerce And Capital Investments Will Transform Operations

Despite increased forecasts following capital markets day updates and new company guidance, the consensus analyst price target for Naspers has edged down slightly from ZAR7097 to ZAR7009. Analyst Commentary Increased forecasts following capital markets day presentations and updated company guidance.
Article d’analyse • Aug 15

Naspers (JSE:NPN) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Article d’analyse • Jul 31

Naspers Limited's (JSE:NPN) Earnings Haven't Escaped The Attention Of Investors

It's not a stretch to say that Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 9.2x right now seems...
Article d’analyse • Jun 30

Naspers' (JSE:NPN) Earnings Are Of Questionable Quality

Naspers Limited ( JSE:NPN ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Article d’analyse • Jun 23

Should You Investigate Naspers Limited (JSE:NPN) At R5,235?

Naspers Limited ( JSE:NPN ) saw a significant share price rise of 23% in the past couple of months on the JSE. The...
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Nouveau récit • Apr 26

AI-Driven E-commerce And Capital Investments Will Transform Operations

Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency.

Prévisions de croissance des bénéfices et des revenus

JSE:NPN - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202813,9375,5343,0923,7387
3/31/202713,1364,5812,1192,7978
3/31/202610,2384,3851,7822,3538
9/30/20257,8555,7471,8251,957N/A
6/30/20257,5185,5591,7981,931N/A
3/31/20257,1815,3701,7701,905N/A
12/31/20247,0244,4201,5291,655N/A
9/30/20246,8673,4701,2871,405N/A
6/30/20246,6493,2981,1121,220N/A
3/31/20246,4313,1259371,034N/A
12/31/20236,3203,870715858N/A
9/30/20236,2084,615493682N/A
6/30/20236,0844,3207253N/A
3/31/20235,9604,024-479-177N/A
9/30/20225,7902,301-987-646N/A
6/30/20226,0427,236-983-674N/A
3/31/20226,29412,170-979-702N/A
12/31/20217,16413,122-739-497N/A
9/30/20216,70014,114-500-293N/A
6/30/20216,3179,709-283-110N/A
3/31/20215,9345,304-6773N/A
12/31/20205,3514,142N/AN/AN/A
9/30/20204,7682,980-111-24N/A
6/30/20204,3853,039-210-110N/A
3/31/20204,0013,097-309-196N/A
9/30/20193,5093,04163197N/A
6/30/20193,4003,592N/A304N/A
3/31/20193,2914,142N/A410N/A
9/30/20181,39213,435N/A282N/A
6/30/20182,18912,302N/A62N/A
3/31/20182,98511,168N/A-158N/A
12/31/20176,4527,113N/A-148N/A
9/30/20176,2452,875N/A-139N/A
6/30/20176,1722,606N/A-89N/A
3/31/20176,0982,337N/A-40N/A
12/31/20166,0021,638N/A-57N/A
9/30/20165,905938N/A-74N/A
6/30/20165,918966N/A2N/A
3/31/20165,930994N/A78N/A
12/31/20156,2531,044N/A186N/A
9/30/20157,0661,220N/A302N/A
6/30/20156,6461,194N/A228N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de NPN devraient diminuer au cours des 3 prochaines années ( -0.7% par an).

Bénéfices vs marché: Les bénéfices de NPN devraient diminuer au cours des 3 prochaines années ( -0.7% par an).

Croissance élevée des bénéfices: Les bénéfices de NPN devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de NPN ( 21.6% par an) devrait croître plus rapidement que le marché ZA ( 6.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de NPN ( 21.6% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de NPN devrait être faible dans 3 ans ( 17.8 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 02:42
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2025/09/30
Revenus annuels2025/03/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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

Naspers Limited est couverte par 21 analystes. 8 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.

AnalysteInstitution
Jonathan BradleyAbsa Bank Limited
John-Paul DavidsBarclays
Maurice PatrickBarclays