Naspers Limited

Report azionario JSE:NPN

Capitalizzazione di mercato: R680.4b

Naspers Gestione

Criteri Gestione verificati 1/4

Naspers Il CEO è Fabricio Bloisi, nominato in Jul2024, e ha un mandato di 1.83 anni. la retribuzione annua totale è $ 56.14M, composta da 1% di stipendio e 99% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.022% delle azioni della società, per un valore di ZAR 146.62M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 10.6 anni.

Informazioni chiave

Fabricio Bloisi

Amministratore delegato

US$56.1m

Compenso totale

Percentuale dello stipendio del CEO0.97%
Mandato del CEO1.8yrs
Proprietà del CEO0.02%
Durata media del management1.8yrs
Durata media del Consiglio di amministrazione10.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

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.

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.

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.

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.

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.

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

Feb 01
Why Naspers Limited (JSE:NPN) Could Be Worth Watching

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).

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).

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

Dec 22
Naspers' (JSE:NPN) Returns On Capital Are Heading Higher

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.

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

Dec 09
Do Naspers' (JSE:NPN) Earnings Warrant Your Attention?

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).

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

Nov 26
Naspers (JSE:NPN) Could Easily Take On More Debt

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.

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

Nov 09
Investors Appear Satisfied With Naspers Limited's (JSE:NPN) Prospects

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.

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.

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.

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

Oct 03
Is Now An Opportune Moment To Examine Naspers Limited (JSE:NPN)?

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.

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.

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

Aug 15
Naspers (JSE:NPN) Might Have The Makings Of A Multi-Bagger

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

Jul 31
Naspers Limited's (JSE:NPN) Earnings Haven't Escaped The Attention Of Investors

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

Jun 30
Naspers' (JSE:NPN) Earnings Are Of Questionable Quality

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

Jun 23
Should You Investigate Naspers Limited (JSE:NPN) At R5,235?
User avatar

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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Fabricio Bloisi rispetto agli utili di Naspers?
DataCompenso totaleStipendioUtili della società
Sep 30 2025n/an/a

US$6b

Jun 30 2025n/an/a

US$6b

Mar 31 2025US$56mUS$542k

US$5b

Compensazione vs Mercato: La retribuzione totale di Fabricio ($USD 56.14M ) è superiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 3.44M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Fabricio con le performance aziendali.

AMMINISTRATORE DELEGATO

Fabricio Bloisi (48 yo)

1.8yrs
Mandato
US$56,144,876
Compensazione

Mr. Fabricio Bloisi is Member of the Supervisory Board of Just Eat Takeaway.com N.V. from October 2025. Mr. Bloisi served as President at iFood.com Agência de Restaurantes Online S.A. He was Chief Executiv...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Fabricio Bloisi
Group CEO & Executive Director1.8yrsUS$56.14m0.022%
ZAR 146.6m
Nico Marais
CFO & Director1.4yrsNessun datoNessun dato
Eoin Ryan
Head of Investor Relationsno dataNessun datoNessun dato
David Tudor
Group General Counsel & Legal Compliance Officer10.8yrsNessun datoNessun dato
Gustavo Vitti
Group Chief People Officer1.8yrsNessun datoNessun dato
Meloy Horn
Chief Business Officerno dataNessun datoNessun dato
Justin Weiss
Global Head of Data Privacyno dataNessun datoNessun dato
Trajce Dimkov
Head of Cyberno dataNessun datoNessun dato
Euro Beinat
Global Head of Data Science & Artificial Intelligenceno dataNessun datoNessun dato
Mapule Ncanywa
Head of Naspers Labsno dataNessun datoNessun dato
Phuthi Mahanyele-Dabengwa
CEO of South Africa & Executive Directorno dataNessun datoNessun dato
Nicola McGowan
Chief Communications Officer1.3yrsNessun datoNessun dato
1.8yrs
Durata media
51yo
Età media

Gestione esperta: Il team dirigenziale di NPN non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Fabricio Bloisi
Group CEO & Executive Director2.3yrsUS$56.14m0.022%
ZAR 146.6m
Nico Marais
CFO & Director1.1yrsNessun datoNessun dato
Phuthi Mahanyele-Dabengwa
CEO of South Africa & Executive Director1.1yrsNessun datoNessun dato
Craig Enenstein
Independent Non-Executive Director12.6yrsUS$468.00k0.00027%
ZAR 1.8m
Jacobus Petrus Bekker
Non-Executive Chairman11.1yrsUS$688.00k1.11%
ZAR 7.6b
Hendrik du Toit
Lead Independent Non-Executive Director10.1yrsNessun dato0.00083%
ZAR 5.6m
Mark Sorour
Non-Executive Director11.3yrsUS$417.00k0.00089%
ZAR 6.1m
Rachel Catharina Jafta
Independent Non-Executive Director22.6yrsUS$529.00kNessun dato
Roberto de de Lima
Independent Non-Executive Director12.6yrsUS$394.00kNessun dato
Ying Xu
Independent Non-Executive Director5.9yrsUS$336.00kNessun dato
Debra Meyer
Independent Non Executive Director16.5yrsUS$375.00kNessun dato
Manisha Girotra
Independent Non-Executive Director6.6yrsUS$340.00kNessun dato
10.6yrs
Durata media
59.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di NPN è composto da personale esperto e esperto (durata media dell'incarico 10.6 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 09:40
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2025/09/30
Utili annuali2025/03/31

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

Naspers Limited è coperta da 21 analisti. 8 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
Jonathan BradleyAbsa Bank Limited
John-Paul DavidsBarclays
Maurice PatrickBarclays