IMP Share Price Performance
R265.82
146.58 (122.93%)
25.1% undervalued intrinsic discount
R354.90
Fair Value
Price R265.82
AnalystConsensusTarget R354.90
AnalystLowTarget R225.00
AnalystHighTarget R310.00
Fair ValueR354.90
Share Pricen/a
Impala Platinum Holdings Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 59 Fair Values set on narratives written by author
IMP Community Narratives
AN
Fair Value R354.9 25.1% undervalued intrinsic discount
IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
0users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
AN
Fair Value R225 18.1% overvalued intrinsic discount
Declining Autocatalyst Demand And Excess Inventory Will Depress Platinum Fundamentals
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value R310 14.3% undervalued intrinsic discount
Clean Energy And Emerging Markets Will Drive PGM Demand
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
Key Takeaways Rapid adoption of electric vehicles and alternative technologies threatens long-term platinum group metal demand and future revenue growth. Rising costs, regulatory risks, and regional supply threats could squeeze margins and undermine profitability despite recent operational improvements and acquisitions.Read more
250
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
AN
R354.9
25.1% undervalued intrinsic discount
Fair Value
Revenue
23.43% p.a.
Profit Margin
25.83%
Future PE
10.66x
Price in 2029
R596.82
Declining Autocatalyst Demand And Excess Inventory Will Depress Platinum Fundamentals
Key Takeaways Rising electric vehicle adoption and alternative technologies threaten long-term platinum group metals demand, undermining Impala's core revenue streams and market relevance. Structural issues from aging assets, excess inventory, and environmental compliance pressure profit margins and future cash flow, highlighting vulnerability to weak market fundamentals.Read more
73
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
R225
18.1% overvalued intrinsic discount
Fair Value
Revenue
10.29% p.a.
Profit Margin
26.56%
Future PE
9.1x
Price in 2029
R373.61
Clean Energy And Emerging Markets Will Drive PGM Demand
Key Takeaways Rising PGM prices and new processing capacity position the company for significant revenue and margin gains, outpacing peers in production growth opportunities. Strong operational execution, balance sheet discipline, and digitalization drive cost reductions, margin improvement, and resilience regardless of commodity price volatility.Read more
82
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
R310
14.3% undervalued intrinsic discount
Fair Value
Revenue
20.12% p.a.
Profit Margin
19.84%
Future PE
15.93x
Price in 2029
R521.9
Trending Discussion
Recently Updated Narratives
AN
IMP: Future Returns Will Reflect Stronger Earnings Guidance And Recent Broker Upgrades
Fair Value: R354.9 25.1% undervalued intrinsic discount
32 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
IMP: Recent Upgrades Will Test Execution And Profitability Assumptions Going Forward
Fair Value: R225 18.1% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
IMP: Higher Margins And Solid 6E Sales Will Support Share Price Rebound
Fair Value: R310 14.3% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Impala Platinum Holdings Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Sep 03, 2026
- 9.14
- 13.23%
- 7.90%
- 2.4%
About IMP
- Founded
- 1957
- Employees
- 63787
- CEO
- WebsiteView website
Impala Platinum Holdings Limited engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada. The company produces platinum, palladium, rhodium, nickel, and by-products, as well as ruthenium, iridium, and gold. It has mining operations on the Bushveld Complex located in South Africa; and the Great Dyke situated in Zimbabwe, as well as the Canadian Shield. The company was incorporated in 1957 and is based in Illovo, South Africa.
