Impala Platinum Holdings（IMP）株式概要
インパラ・プラチナ・ホールディングス・リミテッドは、白金族金属（PGMs）と関連卑金属の採掘、加工、濃縮、精製、販売に従事している。 詳細
IMP Community Fair Values
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Analyst Price Targets
ST
stuart_roberts
Community ContributorCA$5.07FV • 68.0% 割安 内在価値ディスカウント
4849.4%Revenue growth p.a.
13.4k
37
1
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Impala Platinum Holdings Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R232.26 |
| 52週高値 | R379.48 |
| 52週安値 | R106.75 |
| ベータ | 1.33 |
| 1ヶ月の変化 | -5.32% |
| 3ヶ月変化 | -26.50% |
| 1年変化 | 106.18% |
| 3年間の変化 | 28.68% |
| 5年間の変化 | -13.93% |
| IPOからの変化 | 4,324.01% |
最新ニュース
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.
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.
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.Recent updates
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.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.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.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.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.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.This Just In: Analysts Are Boosting Their Impala Platinum Holdings Limited (JSE:IMP) Outlook for This Year
Feb 03
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.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).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).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).What Impala Platinum Holdings Limited's (JSE:IMP) 28% Share Price Gain Is Not Telling You
Dec 18IMP: 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).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).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).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.Is Impala Platinum Holdings (JSE:IMP) A Risky Investment?
Oct 15PGM 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.After Leaping 26% Impala Platinum Holdings Limited (JSE:IMP) Shares Are Not Flying Under The Radar
Sep 24PGM 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.Impala Platinum Holdings' (JSE:IMP) Solid Earnings May Rest On Weak Foundations
Sep 04New 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.Revenues Not Telling The Story For Impala Platinum Holdings Limited (JSE:IMP) After Shares Rise 26%
Jul 20Impala Platinum Holdings Limited's (JSE:IMP) 32% Share Price Surge Not Quite Adding Up
May 25We Think Impala Platinum Holdings (JSE:IMP) Can Stay On Top Of Its Debt
May 12
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.株主還元
| IMP | ZA Metals and Mining | ZA 市場 | |
|---|---|---|---|
| 7D | -4.0% | -5.2% | -1.0% |
| 1Y | 106.2% | 69.5% | 20.9% |
業界別リターン: IMP過去 1 年間で69.5 % の収益を上げたZA Metals and Mining業界を上回りました。
リターン対市場: IMP過去 1 年間で20.9 % の収益を上げたZA市場を上回りました。
価格変動
| IMP volatility | |
|---|---|
| IMP Average Weekly Movement | 11.6% |
| Metals and Mining Industry Average Movement | 8.8% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 9.6% |
| 10% least volatile stocks in ZA Market | 3.2% |
安定した株価: IMPの株価は、 ZA市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: IMPの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてZAの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1957 | 63,787 | Nico Muller | www.implats.co.za |
インパラ・プラチナ・ホールディングス・リミテッドは、白金族金属（PGMs）および関連卑金属の採掘、加工、濃縮、精製、販売に従事している。同社はプラチナ、パラジウム、ロジウム、ニッケル、副産物、ルテニウム、イリジウム、金を生産している。南アフリカに位置するブッシュフェルド・コンプレックス、ジンバブエに位置するグレート・ダイク、およびカナディアン・シールドで採掘事業を行っている。南アフリカ、日本、中国、アメリカ、ヨーロッパで製品を販売。インパラ・プラチナ・ホールディングス・リミテッドは1957年に設立され、南アフリカのサントンに本社を置いている。
Impala Platinum Holdings Limited 基礎のまとめ
| IMP 基礎統計学 | |
|---|---|
| 時価総額 | R208.61b |
| 収益（TTM） | R8.21b |
| 売上高(TTM) | R103.95b |
25.4x
PER（株価収益率2.0x
P/SレシオIMP は割高か？
公正価値と評価分析を参照収益と収入
| IMP 損益計算書（TTM） | |
|---|---|
| 収益 | R103.95b |
| 売上原価 | R90.20b |
| 売上総利益 | R13.76b |
| その他の費用 | R5.55b |
| 収益 | R8.21b |
直近の収益報告
Dec 31, 2025
次回決算日
Sep 03, 2026
| 一株当たり利益（EPS） | 9.14 |
| グロス・マージン | 13.23% |
| 純利益率 | 7.90% |
| 有利子負債／自己資本比率 | 2.4% |
IMP の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.8%
現在の配当利回り63%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/02 11:33 |
| 終値 | 2026/04/30 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Impala Platinum Holdings Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |