Impala Platinum Holdings Limited

Report azionario JSE:IMP

Capitalizzazione di mercato: R210.0b

Impala Platinum Holdings Crescita futura

Criteri Future verificati 5/6

Impala Platinum Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 34.2% e 18% all'anno. Si prevede che l'EPS crescerà di 34.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 29.9% in 3 anni.

Informazioni chiave

34.2%

Tasso di crescita degli utili

34.06%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili18.3%
Tasso di crescita dei ricavi18.0%
Rendimento futuro del capitale proprio29.85%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • Jul 20

Revenues Not Telling The Story For Impala Platinum Holdings Limited (JSE:IMP) After Shares Rise 26%

Impala Platinum Holdings Limited ( JSE:IMP ) shares have continued their recent momentum with a 26% gain in the last...
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

JSE:IMP - Stime future degli analisti e dati finanziari passati (ZAR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/2028167,39630,41342,44164,0066
6/30/2027182,58043,01747,23669,9557
6/30/2026138,87230,10116,15732,7927
12/31/2025103,9528,2107,55213,515N/A
9/30/202594,7064,4864,03110,441N/A
6/30/202585,4597615097,366N/A
3/31/202585,356-8,149-6188,313N/A
12/31/202485,253-17,060-1,7469,260N/A
9/30/202485,826-17,186-4,3928,101N/A
6/30/202486,398-17,313-7,0396,941N/A
3/31/202489,310-12,383-5,6368,668N/A
12/31/202392,222-7,454-4,23410,395N/A
9/30/202399,408-1,2743,33316,982N/A
6/30/2023106,5944,90510,89923,569N/A
3/31/2023113,55218,54516,19427,701N/A
12/31/2022120,50932,18421,48831,832N/A
9/30/2022119,42132,11723,73033,386N/A
6/30/2022118,33232,04925,97134,939N/A
3/31/2022122,70333,92128,22636,300N/A
12/31/2021127,07435,79230,48137,660N/A
9/30/2021128,32541,41233,02539,747N/A
6/30/2021129,57547,03235,56941,834N/A
3/31/2021114,76442,38131,75537,369N/A
12/31/202099,95337,73027,94132,904N/A
9/30/202084,90226,89320,40825,013N/A
6/30/202069,85116,05512,87417,122N/A
3/31/202061,4899,3129,75613,872N/A
12/31/201953,1272,5686,63810,621N/A
9/30/201950,8782,020N/A10,640N/A
6/30/201948,6291,471N/A10,658N/A
3/31/201945,362-3,369N/A8,909N/A
12/31/201842,095-8,210N/A7,159N/A
9/30/201838,975-9,444N/A3,579N/A
6/30/201835,854-10,679N/A-1N/A
3/31/201835,746-9,345N/A10N/A
12/31/201735,637-8,012N/A21N/A
9/30/201736,239-8,116N/A517N/A
6/30/201736,841-8,220N/A1,013N/A
3/31/201737,225-4,405N/A1,311N/A
12/31/201637,609-590N/A1,609N/A
9/30/201636,771-330N/A2,170N/A
6/30/201635,932-70N/A2,731N/A
3/31/201634,657-1,916N/A2,938N/A
12/31/201533,381-3,763N/A3,144N/A
9/30/201532,929-3,713N/A2,736N/A
6/30/201532,477-3,663N/A2,328N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di IMP ( 34.2% all'anno) è superiore al tasso di risparmio ( 9.8% ).

Guadagni vs Mercato: Si prevede che gli utili di IMP ( 34.2% all'anno) cresceranno più rapidamente del mercato ZA ( 15.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di IMP cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di IMP ( 18% all'anno) crescerà più rapidamente del mercato ZA ( 7.1% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di IMP ( 18% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di IMP sarà elevato tra 3 anni ( 29.9 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 17:58
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Impala Platinum Holdings Limited è coperta da 20 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gerhard EngelbrechtAbsa Bank Limited
Richard HartArqaam Capital Research Offshore S.A.L.
Sebastian BellAvior Capital Markets