ARI Share Price Performance
R235.35
93.58 (66.01%)
20.2% undervalued intrinsic discount
R295.00
Fair Value
Price R235.35
AnalystHighTarget R295.00
AnalystConsensusTarget R233.33
AnalystLowTarget R165.00
Fair ValueR295.00
Share Pricen/a
African Rainbow Minerals Limited Stock Price
- 3 Narratives written by author
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- 21 Fair Values set on narratives written by author
ARI Community Narratives
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Fair Value R295 20.2% undervalued intrinsic discount
Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile
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AN
Fair Value R233.33 0.9% overvalued intrinsic discount
Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability
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AN
Fair Value R165 42.6% overvalued intrinsic discount
Costly PGM Expansion And Concentrated Assets Will Pressure Margins And Future Stability
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Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability
Key Takeaways Strategic project expansions, phased production increases, and cost optimizations at Bokoni hinge on favorable PGM prices, aiming for higher revenues and improved margins. Reallocating capital through asset sales and phasing out costly operations enhance financial flexibility, operational efficiency, and margin improvements.Read more
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AN
R233.33
0.9% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
16.84% p.a.
Profit Margin
24.59%
Future PE
16.65x
Price in 2029
R388.47
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?Read more
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AN
R295
20.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
25.25% p.a.
Profit Margin
25.57%
Future PE
16.7x
Price in 2029
R499.14
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?Read more
8
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AN
R165
42.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
10.05% p.a.
Profit Margin
31.14%
Future PE
11.28x
Price in 2029
R278.37
Trending Discussion
Recently Updated Narratives
AN
ARI: Stable Fair Value And Earnings Guidance Will Shape A Balanced Outlook
Fair Value: R233.33 0.9% overvalued intrinsic discount
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AN
Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile
Fair Value: R295 20.2% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Costly PGM Expansion And Concentrated Assets Will Pressure Margins And Future Stability
Fair Value: R165 42.6% overvalued intrinsic discount
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Snowflake Analysis
African Rainbow Minerals Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Mar 06, 2026
- 1.68
- -1.63%
- 2.83%
- 3.2%
About ARI
- Founded
- 1933
- Employees
- n/a
- CEO
- WebsiteView website
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.
