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African Rainbow Minerals Limited Stock Price

JSE:ARI Community·R32.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 23 Fair Values set on narratives written by author

ARI Share Price Performance

R154.77
-41.57 (-21.17%)
R200.00
Fair Value
R154.77
-41.57 (-21.17%)
22.6% undervalued intrinsic discount
R200.00
Fair Value
Price R154.77
AnalystLowTarget R200.00
AnalystConsensusTarget R264.60
AnalystHighTarget R295.00

ARI Community Narratives

·
Fair Value R200 22.6% undervalued intrinsic discount

Costly PGM Expansion And Concentrated Assets Will Pressure Margins And Future Stability

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·
Fair Value R264.6 41.5% undervalued intrinsic discount

Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability

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·
Fair Value R295 47.5% undervalued intrinsic discount

Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile

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R264.6
41.5% undervalued intrinsic discount
Revenue
13.47% p.a.
Profit Margin
30.42%
Future PE
11.23x
Price in 2029
R444.53
R295
47.5% undervalued intrinsic discount
Revenue
25.25% p.a.
Profit Margin
25.57%
Future PE
16.7x
Price in 2029
R499.14

Trending Discussion

No trending discussion available.

Updated Narratives

ARI logo

ARI: Norges Bank Stake Will Support Repriced P/E Upside

Fair Value: R200 22.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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ARI: Norges Bank Stake Will Support Future Repricing Toward Fair Value

Fair Value: R264.6 41.5% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ARI logo

Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile

Fair Value: R295 47.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

4 Risks
3 Rewards

African Rainbow Minerals Limited Key Details

R13.8b

Revenue

R11.3b

Cost of Revenue

R2.5b

Gross Profit

R1.3b

Other Expenses

R1.3b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Sep 04, 2026
6.17
18.45%
9.33%
1.5%
View Full Analysis

About ARI

Founded
1933
Employees
n/a
CEO
Velile Tobias
WebsiteView website
arm.co.za

African Rainbow Minerals Limited, through its subsidiaries, operates as a diversified mining and minerals company in South Africa, Malaysia, and Switzerland. It explores for platinum group metals, nickel, coal, iron ore, copper, manganese ore, and chrome, as well as gold deposits. African Rainbow Minerals Limited was incorporated in 1933 and is based in Sandton, South Africa.

Recent ARI News & Updates

Narrative Update 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

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