Impala Platinum Holdings Limited

JSE:IMP 株式レポート

時価総額：R199.6b

Impala Platinum Holdings 将来の成長

Future 基準チェック /56

Impala Platinum Holdings利益と収益がそれぞれ年間34.2%と18%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.9% 34.1%なると予測されています。

主要情報

34.2%

収益成長率

34.06%

EPS成長率

Metals and Mining 収益成長18.2%
収益成長率18.0%
将来の株主資本利益率29.85%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • May 25

Impala Platinum Holdings Limited's (JSE:IMP) 32% Share Price Surge Not Quite Adding Up

Impala Platinum Holdings Limited ( JSE:IMP ) shares have continued their recent momentum with a 32% gain in the last...
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新しいナラティブ • 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.

業績と収益の成長予測

JSE:IMP - アナリストの将来予測と過去の財務データ ( )ZAR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: IMPの予測収益成長率 (年間34.2% ) は 貯蓄率 ( 9.8% ) を上回っています。

収益対市場: IMPの収益 ( 34.2% ) はZA市場 ( 15.8% ) よりも速いペースで成長すると予測されています。

高成長収益: IMPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: IMPの収益 ( 18% ) ZA市場 ( 6.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: IMPの収益 ( 18% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: IMPの 自己資本利益率 は、3年後には高くなると予測されています ( 29.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/24 18:36
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 7 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 EngelbrechtAbsa Bank Limited
Richard HartArqaam Capital Research Offshore S.A.L.
Sebastian BellAvior Capital Markets