Impala Platinum Holdings Limited

JSE:IMP 주식 리포트

시가총액: R159.0b

Impala Platinum Holdings 배당 및 자사주 매입

배당 기준 점검 2/6

Impala Platinum Holdings 수익으로 충분히 충당되는 현재 수익률 2.32% 보유한 배당금 지급 회사입니다.

핵심 정보

2.3%

배당 수익률

0.5%

자사주 매입 수익률

총 주주 수익률2.8%
미래 배당 수익률11.8%
배당 성장률-9.5%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향63%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 Jul 15

IMP: Future Returns Will Reflect Stronger Margins On Stable 6E Volumes

Analysts have reduced their fair value estimate for Impala Platinum Holdings from about ZAR354 to about ZAR275, reflecting updated views on expected revenue growth, profit margins and a higher assumed P/E multiple. What's in the News Impala Platinum Holdings reported 6E Group production of 762,000 oz for the third quarter ended March 31, 2026, compared with 766,000 oz for the same quarter a year earlier.
내러티브 업데이트 Jul 01

IMP: Higher P/E Expectations Will Support Upside If Profitability Improves

Analysts have trimmed their ZAR fair value estimate for Impala Platinum Holdings from ZAR225.00 to ZAR201.00, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings reported 6E group production of 762,000 oz for the third quarter ended March 31, 2026, with 9‑month production at 2,560,000 oz.
내러티브 업데이트 Jun 17

IMP: Stable 6E Volumes And Margins Will Support Future Share Price

Analysts have kept their ZAR price target for Impala Platinum Holdings broadly unchanged at around ZAR522.52, citing only slight adjustments to assumptions for the discount rate, revenue growth, profit margin and forward P/E in their valuation work. What’s in the News for Impala Platinum Holdings Impala Platinum Holdings reported 6E Group production of 762,000 oz for the third quarter ended March 31, 2026, compared with 766,000 oz for the same quarter a year earlier.
내러티브 업데이트 Jun 02

IMP: Strong Production Volumes And Firm Margins Will Support Future Share Price

Analysts have slightly revised their valuation model for Impala Platinum Holdings, trimming the ZAR fair value estimate from about ZAR529.29 to ZAR522.52. Updated assumptions on revenue growth, profit margins, the discount rate and the future P/E have resulted in a lower price target.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
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새로운 내러티브 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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: IMP 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.

배당금 증가: IMP 의 배당금 지급이 증가했지만 회사는 6 년 동안만 배당금을 지급했습니다.


배당 수익률 vs 시장

Impala Platinum Holdings 배당 수익률 vs 시장
IMP의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (IMP)2.3%
시장 하위 25% (ZA)3.5%
시장 상위 25% (ZA)7.6%
업계 평균 (Metals and Mining)3.3%
분석가 예측 (IMP) (최대 3년)11.8%

주목할만한 배당금: IMP 의 배당금( 2.32% )은 ZA 시장에서 배당금 지급자의 하위 25%( 3.51% )와 비교해 주목할 만하지 않습니다.

고배당: IMP 의 배당금( 2.32% )은 ZA 시장에서 배당금 지급자의 상위 25%( 7.63% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적인 지급 비율 ( 62.8% )을 통해 IMP 의 배당금 지급은 수익으로 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 48.8% )로 IMP 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/25 01:23
종가2026/07/24 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Impala Platinum Holdings Limited는 21명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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