Naspers Limited

JSE:NPN 주식 리포트

시가총액: R651.0b

Naspers 과거 순이익 실적

과거 기준 점검 4/6

Naspers의 수입은 연평균 -13.3%의 비율로 감소해 온 반면, Multiline Retail 산업은 수입이 연평균 5.6% 증가했습니다. 매출은 연평균 5.3%의 비율로 증가해 왔습니다. Naspers의 자기자본이익률은 24%이고 순이익률은 73.2%입니다.

핵심 정보

-13.33%

순이익 성장률

7.88%

주당순이익(EPS) 성장률

Multiline Retail 산업 성장률6.54%
매출 성장률5.31%
자기자본이익률24.00%
순이익률73.16%
다음 순이익 업데이트29 Jun 2026

최근 과거 실적 업데이트

분석 기사 Jun 30

Naspers' (JSE:NPN) Earnings Are Of Questionable Quality

Naspers Limited ( JSE:NPN ) just reported some strong earnings, and the market reacted accordingly with a healthy...

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 Jun 30

Naspers' (JSE:NPN) Earnings Are Of Questionable Quality

Naspers Limited ( JSE:NPN ) just reported some strong earnings, and the market reacted accordingly with a healthy...
분석 기사 Jun 23

Should You Investigate Naspers Limited (JSE:NPN) At R5,235?

Naspers Limited ( JSE:NPN ) saw a significant share price rise of 23% in the past couple of months on the JSE. The...
User avatar
새로운 내러티브 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.

매출 및 비용 세부 내역

Naspers가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

JSE:NPN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Sep 257,8555,7473,1640
30 Jun 257,5185,5592,9690
31 Mar 257,1815,3702,7730
31 Dec 247,0244,4202,7480
30 Sep 246,8673,4702,7220
30 Jun 246,6493,2982,6850
31 Mar 246,4313,1252,6470
31 Dec 236,3203,8702,6090
30 Sep 236,2084,6152,5700
30 Jun 236,0844,3202,4390
31 Mar 235,9604,0242,3070
30 Sep 225,7902,3012,0990
30 Jun 226,0427,2362,2770
31 Mar 226,29412,1702,4540
31 Dec 217,16413,1223,0580
30 Sep 216,70014,1143,2210
30 Jun 216,3179,7093,0770
31 Mar 215,9345,3042,9320
31 Dec 205,3514,1422,5080
30 Sep 204,7682,9802,0830
30 Jun 204,3853,0392,0220
31 Mar 204,0013,0971,9600
30 Sep 193,5093,0411,8300
30 Jun 193,4003,5921,7730
31 Mar 193,2914,1421,7160
30 Sep 181,39213,4351,2770
30 Jun 182,18912,3021,5030
31 Mar 182,98511,1681,7280
31 Dec 176,4527,1132,7640
30 Sep 176,2452,8752,7430
30 Jun 176,1722,6062,7850
31 Mar 176,0982,3372,8270
31 Dec 166,0021,6382,7260
30 Sep 165,9059382,6240
30 Jun 165,9189662,5240
31 Mar 165,9309942,4230
31 Dec 156,2531,0442,4680
30 Sep 157,0661,2202,7010
30 Jun 156,6461,1942,5470

양질의 수익: NPN는 $6.9B 규모의 큰 일회성 이익이 있어 30th September, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: NPN의 현재 순 이익률 (73.2%)은 지난해 (50.5%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NPN의 수익은 지난 5년 동안 연평균 13.3% 감소했습니다.

성장 가속화: 지난 1년간 NPN 의 수익 증가율(65.6%)은 연간 평균(-13.3%)을 초과합니다.

수익 대 산업: NPN의 지난 1년 수익 증가율(65.6%)은 Multiline Retail 업계의 12.1%를 상회했습니다.


자기자본이익률

높은 ROE: NPN의 자본 수익률(24%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 18:40
종가2026/05/22 00:00
수익2025/09/30
연간 수익2025/03/31

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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분석가 소스

Naspers Limited는 21명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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