Impala Platinum Holdings 향후 성장
Future 기준 점검 5/6
Impala Platinum Holdings (는) 각각 연간 34.2% 및 18% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.9% 로 예상됩니다.
핵심 정보
34.2%
이익 성장률
34.06%
EPS 성장률
| Metals and Mining 이익 성장 | 18.2% |
| 매출 성장률 | 18.0% |
| 향후 자기자본이익률 | 29.85% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
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.분석 기사 • 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...분석 기사 • 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...
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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 167,396 | 30,413 | 42,441 | 64,006 | 6 |
| 6/30/2027 | 182,580 | 43,017 | 47,236 | 69,955 | 7 |
| 6/30/2026 | 138,872 | 30,101 | 16,157 | 32,792 | 7 |
| 12/31/2025 | 103,952 | 8,210 | 7,552 | 13,515 | N/A |
| 9/30/2025 | 94,706 | 4,486 | 4,031 | 10,441 | N/A |
| 6/30/2025 | 85,459 | 761 | 509 | 7,366 | N/A |
| 3/31/2025 | 85,356 | -8,149 | -618 | 8,313 | N/A |
| 12/31/2024 | 85,253 | -17,060 | -1,746 | 9,260 | N/A |
| 9/30/2024 | 85,826 | -17,186 | -4,392 | 8,101 | N/A |
| 6/30/2024 | 86,398 | -17,313 | -7,039 | 6,941 | N/A |
| 3/31/2024 | 89,310 | -12,383 | -5,636 | 8,668 | N/A |
| 12/31/2023 | 92,222 | -7,454 | -4,234 | 10,395 | N/A |
| 9/30/2023 | 99,408 | -1,274 | 3,333 | 16,982 | N/A |
| 6/30/2023 | 106,594 | 4,905 | 10,899 | 23,569 | N/A |
| 3/31/2023 | 113,552 | 18,545 | 16,194 | 27,701 | N/A |
| 12/31/2022 | 120,509 | 32,184 | 21,488 | 31,832 | N/A |
| 9/30/2022 | 119,421 | 32,117 | 23,730 | 33,386 | N/A |
| 6/30/2022 | 118,332 | 32,049 | 25,971 | 34,939 | N/A |
| 3/31/2022 | 122,703 | 33,921 | 28,226 | 36,300 | N/A |
| 12/31/2021 | 127,074 | 35,792 | 30,481 | 37,660 | N/A |
| 9/30/2021 | 128,325 | 41,412 | 33,025 | 39,747 | N/A |
| 6/30/2021 | 129,575 | 47,032 | 35,569 | 41,834 | N/A |
| 3/31/2021 | 114,764 | 42,381 | 31,755 | 37,369 | N/A |
| 12/31/2020 | 99,953 | 37,730 | 27,941 | 32,904 | N/A |
| 9/30/2020 | 84,902 | 26,893 | 20,408 | 25,013 | N/A |
| 6/30/2020 | 69,851 | 16,055 | 12,874 | 17,122 | N/A |
| 3/31/2020 | 61,489 | 9,312 | 9,756 | 13,872 | N/A |
| 12/31/2019 | 53,127 | 2,568 | 6,638 | 10,621 | N/A |
| 9/30/2019 | 50,878 | 2,020 | N/A | 10,640 | N/A |
| 6/30/2019 | 48,629 | 1,471 | N/A | 10,658 | N/A |
| 3/31/2019 | 45,362 | -3,369 | N/A | 8,909 | N/A |
| 12/31/2018 | 42,095 | -8,210 | N/A | 7,159 | N/A |
| 9/30/2018 | 38,975 | -9,444 | N/A | 3,579 | N/A |
| 6/30/2018 | 35,854 | -10,679 | N/A | -1 | N/A |
| 3/31/2018 | 35,746 | -9,345 | N/A | 10 | N/A |
| 12/31/2017 | 35,637 | -8,012 | N/A | 21 | N/A |
| 9/30/2017 | 36,239 | -8,116 | N/A | 517 | N/A |
| 6/30/2017 | 36,841 | -8,220 | N/A | 1,013 | N/A |
| 3/31/2017 | 37,225 | -4,405 | N/A | 1,311 | N/A |
| 12/31/2016 | 37,609 | -590 | N/A | 1,609 | N/A |
| 9/30/2016 | 36,771 | -330 | N/A | 2,170 | N/A |
| 6/30/2016 | 35,932 | -70 | N/A | 2,731 | N/A |
| 3/31/2016 | 34,657 | -1,916 | N/A | 2,938 | N/A |
| 12/31/2015 | 33,381 | -3,763 | N/A | 3,144 | N/A |
| 9/30/2015 | 32,929 | -3,713 | N/A | 2,736 | N/A |
| 6/30/2015 | 32,477 | -3,663 | N/A | 2,328 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: IMP 의 연간 예상 수익 증가율(34.2%)이 saving rate(9.8%)보다 높습니다.
수익 vs 시장: IMP 의 연간 수익(34.2%)이 ZA 시장(15.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: IMP 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: IMP 의 수익(연간 18%)이 ZA 시장(연간 6.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: IMP 의 수익(연간 18%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: IMP의 자본 수익률은 3년 후 29.9%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 15:10 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Impala Platinum Holdings Limited는 20명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |