Naspers Gestione
Criteri Gestione verificati 4/4
Naspers Il CEO è Fabricio Bloisi, nominato in Jul2024, e ha un mandato di 2.5 anni. la retribuzione annua totale è $ 1.85M, composta da 44.7% di stipendio e 55.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.022% delle azioni della società, per un valore di ZAR 128.93M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2 anni e 10.8 anni.
Informazioni chiave
Fabricio Bloisi
Amministratore delegato
US$1.8m
Compenso totale
| Percentuale dello stipendio del CEO | 44.69% |
| Mandato del CEO | 2yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 2yrs |
| Durata media del Consiglio di amministrazione | 10.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 23
NPN: Prosus Stake And Ongoing Buybacks Will Support A Stronger Outlook
Analysts have trimmed their ZAR fair value estimate for Naspers from about ZAR 1,875 to roughly ZAR 1,635, reflecting updated assumptions around revenue growth, profit margins, future P/E, and a newly initiated Neutral rating with a ZAR 902 price target on the stock. What's in the News Naspers reported that, from October 1, 2025 to March 31, 2026, it repurchased 47,279,483 shares for about US$2.7b, representing 5.95% of shares, under its ongoing share buyback program.
Aggiornamento narrativa • Jul 09
NPN: Future Returns Will Reflect Prosus Exposure And Share Buyback Outcomes
The Analyst Price Target for Naspers has been adjusted from ZAR 810 to ZAR 828, as analysts factor in updated assumptions on fair value, profitability and valuation multiples following fresh Street coverage that emphasizes the company’s significant exposure to Prosus and supports a Neutral stance overall. What's in the News Naspers reported completion of its share repurchase program announced on June 27, 2022, having bought back 939,992,619 shares in total for US$32.8b, according to company disclosures.Articolo di analisi • Jul 06
Naspers' (JSE:NPN) Anemic Earnings Might Be Worse Than You Think
Naspers Limited's ( JSE:NPN ) recent weak earnings report didn't cause a big stock movement. We think that investors...Articolo di analisi • Jul 02
Naspers Limited Just Beat Revenue By 6.9%: Here's What Analysts Think Will Happen Next
As you might know, Naspers Limited ( JSE:NPN ) recently reported its annual numbers. It was a workmanlike result, with...Aggiornamento narrativa • Jun 25
NPN: Future Returns Will Hinge On Prosus Exposure And P/E Expectations
Analysts have revised their price target on Naspers to ZAR 810, down from ZAR 1,087. This reflects updated assumptions for fair value, profit margins and future P/E multiples, alongside new Neutral coverage highlighting the central role of its Prosus stake.
Aggiornamento narrativa • Jun 08
NPN: Prosus Exposure And Dividend Policy Will Support Future Upside
Analysts have trimmed their Naspers fair value estimate from ZAR 1,533.03 to ZAR 1,312.53. The updated ZAR 902 Street price target reflects a more cautious view on profit margins and future P/E multiples, even as assumptions for revenue growth remain firm.Articolo di analisi • May 31
Does Naspers (JSE:NPN) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Aggiornamento narrativa • May 25
NPN: Future Upside Will Depend On Morgan Stanley Upgrade And P/E Execution
Analysts have adjusted their fair value estimate for Naspers stock from ZAR1,076.13 to ZAR1,086.59, citing updated views on revenue growth, profit margins, and future P/E following recent research that included an upgrade highlighted by Morgan Stanley. Analyst Commentary The upgrade highlighted by Morgan Stanley comes alongside more cautious commentary from some bearish analysts who are focusing on valuation, execution, and long term growth risks for Naspers.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | US$2m | US$825k | US$5b |
| Sep 30 2025 | n/a | n/a | US$6b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | US$56m | US$542k | US$5b |
Compensazione vs Mercato: La retribuzione totale di Fabricio ($USD 1.85M ) è inferiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 3.40M ).
Compensazione vs guadagni: La retribuzione di Fabricio è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Fabricio Bloisi (49 yo)
2yrs
Mandato
US$1,846,000
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
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 2yrs | US$1.85m | 0.022% ZAR 128.9m | |
| CFO & Director | 1.6yrs | US$5.88m | Nessun dato | |
| CEO of South Africa & Executive Director | no data | US$2.02m | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Group General Counsel & Legal Compliance Officer | 10.9yrs | Nessun dato | Nessun dato | |
| Group Chief People Officer | 2yrs | Nessun dato | Nessun dato | |
| Head of Cyber | no data | Nessun dato | Nessun dato | |
| Global Head of Data Science & Artificial Intelligence | no data | Nessun dato | Nessun dato | |
| Chief Communications Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Head of Communications of South Africa | no data | Nessun dato | Nessun dato | |
| Chief Executive Officer of Connected Video unit | 7.8yrs | Nessun dato | Nessun dato | |
| Group Company Secretary & Head of Global Company Secretariat | 5.9yrs | Nessun dato | Nessun dato |
2.0yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di NPN è considerato esperto (durata media dell'incarico 2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 2.5yrs | US$1.85m | 0.022% ZAR 128.9m | |
| CFO & Director | 1.3yrs | US$5.88m | Nessun dato | |
| CEO of South Africa & Executive Director | 1.3yrs | US$2.02m | Nessun dato | |
| Independent Non-Executive Director | 12.8yrs | US$468.00k | 0.00028% ZAR 1.7m | |
| Non-Executive Chairman | 11.3yrs | US$704.00k | 1.12% ZAR 6.7b | |
| Lead Independent Non-Executive Director | 10.3yrs | Nessun dato | 0.00084% ZAR 5.0m | |
| Non-Executive Director | 11.5yrs | US$397.00k | 0.00089% ZAR 5.3m | |
| Independent Non-Executive Director | 22.8yrs | US$525.00k | Nessun dato | |
| Independent Non-Executive Director | 12.8yrs | US$406.00k | Nessun dato | |
| Independent Non-Executive Director | 6.1yrs | US$322.00k | Nessun dato | |
| Independent Non Executive Director | 16.7yrs | US$355.00k | Nessun dato | |
| Independent Non-Executive Director | 6.8yrs | US$330.00k | Nessun dato |
10.8yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di NPN è composto da personale esperto e esperto (durata media dell'incarico 10.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/26 05:32 |
| Prezzo dell'azione a fine giornata | 2026/07/24 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei 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 19 analisti. 9 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.
| Analista | Istituzione |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Maurice Patrick | Barclays |
| John-Paul Davids | Barclays |