Naspers Résultats passés
Passé contrôle des critères 4/6
Les bénéfices de Naspers ont diminué à un taux annuel moyen de -13.3%, tandis que le secteur Multiline Retail a vu ses bénéfices augmenter de en à 5.6% par an. Les revenus ont augmenté de en à un taux moyen de 5.3% par an. Le rendement des capitaux propres de Naspers est 24% et ses marges nettes sont de 73.2%.
Informations clés
-13.33%
Taux de croissance des bénéfices
7.88%
Taux de croissance du BPA
| Multiline Retail Croissance de l'industrie | 6.54% |
| Taux de croissance des recettes | 5.31% |
| Rendement des fonds propres | 24.00% |
| Marge nette | 73.16% |
| Prochaine mise à jour des résultats | 29 Jun 2026 |
Mises à jour récentes des performances passées
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...
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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Naspers gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Sep 25 | 7,855 | 5,747 | 3,164 | 0 |
| 30 Jun 25 | 7,518 | 5,559 | 2,969 | 0 |
| 31 Mar 25 | 7,181 | 5,370 | 2,773 | 0 |
| 31 Dec 24 | 7,024 | 4,420 | 2,748 | 0 |
| 30 Sep 24 | 6,867 | 3,470 | 2,722 | 0 |
| 30 Jun 24 | 6,649 | 3,298 | 2,685 | 0 |
| 31 Mar 24 | 6,431 | 3,125 | 2,647 | 0 |
| 31 Dec 23 | 6,320 | 3,870 | 2,609 | 0 |
| 30 Sep 23 | 6,208 | 4,615 | 2,570 | 0 |
| 30 Jun 23 | 6,084 | 4,320 | 2,439 | 0 |
| 31 Mar 23 | 5,960 | 4,024 | 2,307 | 0 |
| 30 Sep 22 | 5,790 | 2,301 | 2,099 | 0 |
| 30 Jun 22 | 6,042 | 7,236 | 2,277 | 0 |
| 31 Mar 22 | 6,294 | 12,170 | 2,454 | 0 |
| 31 Dec 21 | 7,164 | 13,122 | 3,058 | 0 |
| 30 Sep 21 | 6,700 | 14,114 | 3,221 | 0 |
| 30 Jun 21 | 6,317 | 9,709 | 3,077 | 0 |
| 31 Mar 21 | 5,934 | 5,304 | 2,932 | 0 |
| 31 Dec 20 | 5,351 | 4,142 | 2,508 | 0 |
| 30 Sep 20 | 4,768 | 2,980 | 2,083 | 0 |
| 30 Jun 20 | 4,385 | 3,039 | 2,022 | 0 |
| 31 Mar 20 | 4,001 | 3,097 | 1,960 | 0 |
| 30 Sep 19 | 3,509 | 3,041 | 1,830 | 0 |
| 30 Jun 19 | 3,400 | 3,592 | 1,773 | 0 |
| 31 Mar 19 | 3,291 | 4,142 | 1,716 | 0 |
| 30 Sep 18 | 1,392 | 13,435 | 1,277 | 0 |
| 30 Jun 18 | 2,189 | 12,302 | 1,503 | 0 |
| 31 Mar 18 | 2,985 | 11,168 | 1,728 | 0 |
| 31 Dec 17 | 6,452 | 7,113 | 2,764 | 0 |
| 30 Sep 17 | 6,245 | 2,875 | 2,743 | 0 |
| 30 Jun 17 | 6,172 | 2,606 | 2,785 | 0 |
| 31 Mar 17 | 6,098 | 2,337 | 2,827 | 0 |
| 31 Dec 16 | 6,002 | 1,638 | 2,726 | 0 |
| 30 Sep 16 | 5,905 | 938 | 2,624 | 0 |
| 30 Jun 16 | 5,918 | 966 | 2,524 | 0 |
| 31 Mar 16 | 5,930 | 994 | 2,423 | 0 |
| 31 Dec 15 | 6,253 | 1,044 | 2,468 | 0 |
| 30 Sep 15 | 7,066 | 1,220 | 2,701 | 0 |
| 30 Jun 15 | 6,646 | 1,194 | 2,547 | 0 |
Des revenus de qualité: NPN a un important ponctuel gain de $6.9B impactant ses 12 derniers mois de résultats financiers à 30th September, 2025.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de NPN sont plus élevées que l'année dernière NPN. (73.2%) sont plus élevées que l'année dernière (50.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de NPN ont diminué de 13.3% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de NPN au cours de l'année écoulée ( 65.6% ) dépasse sa moyenne sur 5 ans ( -13.3% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices NPN au cours de l'année écoulée ( 65.6% ) a dépassé celle du secteur Multiline Retail 12.1%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de NPN ( 24% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/23 08:14 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2025/09/30 |
| Revenus annuels | 2025/03/31 |
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.
| 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 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.
| Analyste | Institution |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| John-Paul Davids | Barclays |
| Maurice Patrick | Barclays |