Impala Platinum Holdings Toekomstige groei
Future criteriumcontroles 5/6
Impala Platinum Holdings zal naar verwachting groeien in winst en omzet met respectievelijk 34.2% en 18% per jaar. De winst per aandeel zal naar verwachting groeien met 34.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 29.9% zijn.
Belangrijke informatie
34.2%
Groei van de winst
34.06%
Groei van de winst per aandeel
| Metals and Mining winstgroei | 18.5% |
| Inkomstengroei | 18.0% |
| Toekomstig rendement op eigen vermogen | 29.85% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 18 May 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...
Nieuw narratief • 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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei IMP ( 34.2% per jaar) ligt boven de spaarquote ( 9.8% ).
Winst versus markt: De winst van IMP ( 34.2% per jaar) zal naar verwachting sneller groeien dan de ZA markt ( 15.8% per jaar).
Hoge groeiwinsten: De winst van IMP zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van IMP ( 18% per jaar) zal naar verwachting sneller groeien dan de markt ZA ( 6.9% per jaar).
Hoge groei-inkomsten: De omzet van IMP ( 18% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen IMP zal naar verwachting over 3 jaar hoog zijn ( 29.9 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/30 11:59 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 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 |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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
Impala Platinum Holdings Limited wordt gevolgd door 20 analisten. 7 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 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |