African Rainbow Minerals (ARI) Aandelenoverzicht
African Rainbow Minerals Limited is via haar dochterondernemingen actief als gediversifieerd mijnbouw- en mineralenbedrijf in Zuid-Afrika, Maleisië en Zwitserland. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 3/6 |
ARI Community Fair Values
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Analyst Price Targets
African Rainbow Minerals Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | R194.47 |
| 52 Week Hoogtepunt | R276.68 |
| 52 Week Laag | R152.40 |
| Bèta | 0.68 |
| 1 maand verandering | 13.67% |
| 3 maanden verandering | -2.93% |
| 1 Jaar Verandering | 6.35% |
| 3 jaar verandering | 5.12% |
| 5 jaar verandering | -25.13% |
| Verandering sinds IPO | 149.32% |
Recent nieuws en updates
Narratiefupdate • Aug 19
ARI: Bokoni Expansion Will Drive Future Upside Despite Lower Market Multiple
Analysts have reduced their price target for African Rainbow Minerals from ZAR295 to ZAR230, citing updated assumptions for growth, profitability and the stock's future P/E multiple. What's in the News African Rainbow Minerals approved development of the Bokoni 180,000 tonnes per month project following completion of a Definitive Feasibility Study in June 2026, with estimated nominal capital expenditure of SAR 15,200 million.
Narratiefupdate • Aug 05
ARI: Bokoni Development Will Underpin Future Repricing Toward Fair Value
Analysts have trimmed their price target on African Rainbow Minerals from ZAR264.60 to ZAR220.60, citing updated assumptions that now reflect a higher discount rate, a lower revenue growth outlook, a slightly higher profit margin, and a lower future P/E multiple. What's in the News African Rainbow Minerals approved the development of the Bokoni project, which targets a combined concentrator capacity of 180,000 tonnes per month using an existing 60,000 tonnes per month plant and a new 120,000 tonnes per month plant.
Narratiefupdate • Jul 22
ARI: Norges Bank Stake Will Support Repriced P/E Upside
Analysts have lowered their price target for African Rainbow Minerals from ZAR213.00 to ZAR200.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Norges Bank acquired a 5.02% stake in African Rainbow Minerals Limited (JSE:ARI), with the transaction completed on May 13, 2026.Recent updates
Narratiefupdate • Aug 19
ARI: Bokoni Expansion Will Drive Future Upside Despite Lower Market Multiple
Analysts have reduced their price target for African Rainbow Minerals from ZAR295 to ZAR230, citing updated assumptions for growth, profitability and the stock's future P/E multiple. What's in the News African Rainbow Minerals approved development of the Bokoni 180,000 tonnes per month project following completion of a Definitive Feasibility Study in June 2026, with estimated nominal capital expenditure of SAR 15,200 million.Narratiefupdate • Aug 05
ARI: Bokoni Development Will Underpin Future Repricing Toward Fair Value
Analysts have trimmed their price target on African Rainbow Minerals from ZAR264.60 to ZAR220.60, citing updated assumptions that now reflect a higher discount rate, a lower revenue growth outlook, a slightly higher profit margin, and a lower future P/E multiple. What's in the News African Rainbow Minerals approved the development of the Bokoni project, which targets a combined concentrator capacity of 180,000 tonnes per month using an existing 60,000 tonnes per month plant and a new 120,000 tonnes per month plant.Narratiefupdate • Jul 22
ARI: Norges Bank Stake Will Support Repriced P/E Upside
Analysts have lowered their price target for African Rainbow Minerals from ZAR213.00 to ZAR200.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Norges Bank acquired a 5.02% stake in African Rainbow Minerals Limited (JSE:ARI), with the transaction completed on May 13, 2026.Narratiefupdate • Jul 08
ARI: Norges Bank Stake Will Support Higher Future P/E Repricing
The analyst fair value estimate for African Rainbow Minerals has shifted from ZAR165.00 to ZAR213.00. Analysts cite updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the key drivers behind the new price target.Narratiefupdate • Jun 24
ARI: Norges Bank Stake Will Support Future Repricing Toward Fair Value
Analysts have trimmed their price target for African Rainbow Minerals slightly, from ZAR267.20 to ZAR264.60. This reflects updated assumptions around fair value, discount rates, revenue growth, profit margins and future P/E expectations.Narratiefupdate • Jun 08
ARI: Norges Bank Stake And Stable Forecasts Will Support Bullish Outlook
Analysts have kept African Rainbow Minerals' fair value estimate steady at ZAR267.20 per share, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. These adjustments have led to no meaningful change in the overall price target rationale.Narratiefupdate • May 25
ARI: Higher PGM Prices And Asset Gains Will Support Stronger 1H F2026 Earnings
Analysts have nudged their price target for African Rainbow Minerals slightly higher to ZAR267.20 from ZAR265, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and a lower expected future P/E multiple. What's in the News Norges Bank completed the acquisition of a 5.02% stake in African Rainbow Minerals on May 13, 2026, taking a sizeable institutional position in the company (Key Developments).Narratiefupdate • Apr 30
ARI: Higher PGM Basket Prices Will Support Stronger 1H F2026 Earnings
Analysts have slightly increased their price target on African Rainbow Minerals to ZAR265 from ZAR263, reflecting updated assumptions regarding revenue growth, profit margins and future P/E expectations. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 basic earnings and earnings per share (Key Developments).Narratiefupdate • Apr 11
ARI: Earnings Guidance And PGM Pricing Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for African Rainbow Minerals from ZAR252 to ZAR263, citing updated assumptions for discount rates, profit margins, and a slightly higher future P/E multiple. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 (Key Developments).Narratiefupdate • Mar 28
ARI: Higher PGM Basket Prices And Earnings Guidance Will Support Future Upside
Analysts have nudged their price target for African Rainbow Minerals up slightly from ZAR249 to ZAR252, pointing to updated assumptions around discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 (Key Developments).Narratiefupdate • Mar 14
ARI: Higher Earnings Guidance And PGM Price Shift Will Support Upside Potential
The analyst price target for African Rainbow Minerals has shifted from about ZAR233.33 to ZAR249.00. Analysts point to updated assumptions for discount rates, revenue growth, profit margins and future P/E to justify the change.Narratiefupdate • Feb 28
ARI: Stable Fair Value And Earnings Guidance Will Shape A Balanced Outlook
Analysts have left their ZAR fair value estimate for African Rainbow Minerals broadly unchanged at about ZAR233.33 per share, citing only minimal technical adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering its 1H F2026 period.Narratiefupdate • Feb 13
ARI: Adjusted Margins And Lower Discount Rate Will Shape A Balanced Outlook
Analysts have raised their price target for African Rainbow Minerals to ZAR233.33 from ZAR224.17, reflecting updated assumptions for slightly lower discount rates, adjusted profit margins, and a modestly higher future P/E multiple. Valuation Changes Fair Value: Updated from ZAR224.17 to ZAR233.33, a modest upward adjustment in the estimated value per share.Nieuw narratief • Feb 05
Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile
Catalysts About African Rainbow Minerals African Rainbow Minerals is a diversified mining group with operations in iron ore, manganese, PGMs, coal and base metals, alongside equity interests in other mining companies. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Jan 30
ARI: Updated Revenue And Margin Assumptions Will Shape A More Balanced Outlook
Analysts have lifted their price target for African Rainbow Minerals from R202.50 to about R224.17, reflecting updated views on revenue growth, profit margins and future P/E assumptions. Valuation Changes The fair value estimate has been adjusted from ZAR202.50 to about ZAR224.17 per share, implying a higher central valuation range.Analyse-artikel • Jan 27
African Rainbow Minerals Limited's (JSE:ARI) 28% Share Price Surge Not Quite Adding Up
African Rainbow Minerals Limited ( JSE:ARI ) shares have continued their recent momentum with a 28% gain in the last...Nieuw narratief • Jan 22
Costly PGM Expansion And Concentrated Assets Will Pressure Margins And Future Stability
Catalysts About African Rainbow Minerals African Rainbow Minerals is a South African diversified miner with operations in iron ore, manganese, coal, PGMs and related base metals, plus equity interests in other mining companies. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Jan 16
ARI: Higher Margin Assumptions Will Shape A More Balanced Outlook
Analysts have nudged their price target for African Rainbow Minerals higher to R202.50 from about R197.33, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key inputs in their revised models. Valuation Changes Consensus Analyst Price Target: The fair value estimate has risen slightly from ZAR197.33 to ZAR202.50.Analyse-artikel • Dec 02
Is African Rainbow Minerals (JSE:ARI) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyse-artikel • Nov 06
Subdued Growth No Barrier To African Rainbow Minerals Limited's (JSE:ARI) Price
African Rainbow Minerals Limited's ( JSE:ARI ) price-to-sales (or "P/S") ratio of 2.8x may not look like an appealing...Analyse-artikel • Sep 12
Some May Be Optimistic About African Rainbow Minerals' (JSE:ARI) Earnings
African Rainbow Minerals Limited's ( JSE:ARI ) earnings announcement last week didn't impress shareholders. While the...Analyse-artikel • Sep 10
Analysts Just Made A Major Revision To Their African Rainbow Minerals Limited (JSE:ARI) Revenue Forecasts
One thing we could say about the analysts on African Rainbow Minerals Limited ( JSE:ARI ) - they aren't optimistic...Analyse-artikel • Sep 08
African Rainbow Minerals (JSE:ARI) Is Due To Pay A Dividend Of ZAR6.00
African Rainbow Minerals Limited's ( JSE:ARI ) investors are due to receive a payment of ZAR6.00 per share on 6th of...Analyse-artikel • Jul 24
African Rainbow Minerals Limited's (JSE:ARI) Business Is Yet to Catch Up With Its Share Price
With a price-to-earnings (or "P/E") ratio of 11.8x African Rainbow Minerals Limited ( JSE:ARI ) may be sending bearish...Analyse-artikel • Apr 25
Getting In Cheap On African Rainbow Minerals Limited (JSE:ARI) Is Unlikely
There wouldn't be many who think African Rainbow Minerals Limited's ( JSE:ARI ) price-to-earnings (or "P/E") ratio of...Analyse-artikel • Mar 20
African Rainbow Minerals (JSE:ARI) Has Announced That Its Dividend Will Be Reduced To ZAR4.50
The board of African Rainbow Minerals Limited ( JSE:ARI ) has announced it will be reducing its dividend by 25% from...
Nieuw narratief • Feb 09
Cost Reductions And Production Trials May Boost Future Revenues
African Rainbow Minerals seeks to boost revenues by increasing ore production, optimizing mine operations, and enhancing manganese export logistics.Analyse-artikel • Jan 16
Earnings Tell The Story For African Rainbow Minerals Limited (JSE:ARI)
With a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...Analyse-artikel • Dec 10
Is African Rainbow Minerals (JSE:ARI) Using Debt In A Risky Way?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyse-artikel • Oct 08
Returns On Capital Signal Tricky Times Ahead For African Rainbow Minerals (JSE:ARI)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Analyse-artikel • Sep 15
Some Investors May Be Willing To Look Past African Rainbow Minerals' (JSE:ARI) Soft Earnings
The subdued market reaction suggests that African Rainbow Minerals Limited's ( JSE:ARI ) recent earnings didn't contain...Analyse-artikel • Sep 09
African Rainbow Minerals' (JSE:ARI) Dividend Will Be ZAR9.00
African Rainbow Minerals Limited ( JSE:ARI ) will pay a dividend of ZAR9.00 on the 7th of October. The yield is still...Analyse-artikel • Aug 20
African Rainbow Minerals Limited's (JSE:ARI) Shares Not Telling The Full Story
There wouldn't be many who think African Rainbow Minerals Limited's ( JSE:ARI ) price-to-earnings (or "P/E") ratio of...Analyse-artikel • Jun 03
Returns On Capital Signal Tricky Times Ahead For African Rainbow Minerals (JSE:ARI)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyse-artikel • May 11
Here's Why African Rainbow Minerals (JSE:ARI) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse-artikel • Apr 19
Market Might Still Lack Some Conviction On African Rainbow Minerals Limited (JSE:ARI) Even After 26% Share Price Boost
African Rainbow Minerals Limited ( JSE:ARI ) shares have had a really impressive month, gaining 26% after a shaky...Rendement voor aandeelhouders
| ARI | ZA Metals and Mining | ZA Markt | |
|---|---|---|---|
| 7D | 7.5% | 6.9% | 0.09% |
| 1Y | 6.4% | 33.4% | 9.0% |
Rendement versus industrie: ARI presteerde slechter dan de ZA Metals and Mining -sector, die het afgelopen jaar een rendement van 33.4 % opleverde.
Rendement versus markt: ARI presteerde slechter dan ZA Market, dat het afgelopen jaar een rendement van 9 % opleverde.
Prijsvolatiliteit
| ARI volatility | |
|---|---|
| ARI Average Weekly Movement | 6.9% |
| Metals and Mining Industry Average Movement | 8.4% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in ZA Market | 10.7% |
| 10% least volatile stocks in ZA Market | 2.7% |
Stabiele aandelenkoers: ARI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de ZA markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van ARI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1933 | n/a | Velile Tobias | arm.co.za |
African Rainbow Minerals Limited is via haar dochterondernemingen actief als gediversifieerd mijnbouw- en mineralenbedrijf in Zuid-Afrika, Maleisië en Zwitserland. Het bedrijf zoekt naar platinagroep-metalen, nikkel, steenkool, ijzererts, koper, mangaanerts, chroom en goudafzettingen. African Rainbow Minerals Limited werd opgericht in 1933 en is gevestigd in Sandton, Zuid-Afrika.
African Rainbow Minerals Limited Samenvatting
| ARI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | R38.94b |
| Inkomsten(TTM) | R1.29b |
| Inkomsten(TTM) | R13.81b |
31.5x
Koers/Winstverhouding2.9x
P/S-verhoudingIs ARI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ARI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | R13.81b |
| Kosten van inkomsten | R11.26b |
| Brutowinst | R2.55b |
| Overige uitgaven | R1.26b |
| Inkomsten | R1.29b |
Laatst gerapporteerde inkomsten
Dec 31, 2025
Volgende inkomensdatum
Sep 04, 2026
| Winst per aandeel (EPS) | 6.17 |
| Brutomarge | 18.45% |
| Nettowinstmarge | 9.33% |
| Schuld/Eigen Vermogen Verhouding | 1.5% |
Hoe presteerde ARI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
5.4%
Huidig dividendrendement165%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/21 19:09 |
| Aandelenkoers aan het einde van de dag | 2026/08/21 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
African Rainbow Minerals Limited wordt gevolgd door 16 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ayan Ghosh | Avior Capital Markets |
| Caroline Learmonth | Barclays |
| Patrick Mann | BofA Global Research |