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Northam Platinum Holdings Limited Stock Price

JSE:NPH Community·R103.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 24 Fair Values set on narratives written by author

NPH Share Price Performance

R283.07
83.41 (41.78%)
R303.14
Fair Value
R283.07
83.41 (41.78%)
6.6% undervalued intrinsic discount
R303.14
Fair Value
Price R283.07
AnalystConsensusTarget R303.14
AnalystHighTarget R470.69
AnalystLowTarget R210.00

NPH Community Narratives

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Fair Value R303.14 6.6% undervalued intrinsic discount

NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate

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Fair Value R470.69 39.9% undervalued intrinsic discount

Electric Vehicle Adoption And Tighter Standards Will Unlock Premium PGMs

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Fair Value R210 34.8% overvalued intrinsic discount

Growing EV Demand And Rising Costs Will Undermine PGM Profitability

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R210
34.8% overvalued intrinsic discount
Revenue
8.2% p.a.
Profit Margin
30.68%
Future PE
9.96x
Price in 2029
R358.57

Trending Discussion

No trending discussion available.

Updated Narratives

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NPH: Rising Output And Firmer P/E Profile Will Support Bullish Outlook

Fair Value: R303.14 6.6% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
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NPH: Higher Discount Rate Will Sustain Overvaluation Despite Refined Output Growth

Fair Value: R210 34.8% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing

Fair Value: R470.69 39.9% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with proven track record.

2 Risks
2 Rewards

Northam Platinum Holdings Limited Key Details

R41.6b

Revenue

R31.6b

Cost of Revenue

R10.0b

Gross Profit

R824.6m

Other Expenses

R9.2b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 28, 2026
23.29
24.02%
22.04%
30.3%
View Full Analysis

About NPH

Founded
2020
Employees
14172
CEO
Paul Dunne
WebsiteView website
www.northam.co.za

Northam Platinum Holdings Limited, through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals. It operates through four segments: Zondereinde mine, Booysendal mine, Eland mine, and the US recycling operations. The company explores for platinum, palladium, rhodium, gold, iridium, ruthenium, silver, nickel, copper, cobalt, and chrome deposits. It holds interests in the Booysendal mine located on the eastern limb of the Bushveld complex; the Zondereinde mine located in the northern end of the western limb of the Bushveld complex; and the Eland mine located in the south-eastern portion of the western limb of the Bushveld complex. The company also offers recycling services. Northam Platinum Holdings Limited was incorporated in 2020 and is based in Johannesburg, South Africa.

Recent NPH News & Updates

Narrative Update Aug 05

NPH: Higher Discount Rate Will Sustain Overvaluation Despite Refined Output Growth

Analysts have trimmed their price target on Northam Platinum Holdings from ZAR270 to ZAR210, reflecting updated assumptions that combine a higher discount rate and more moderate revenue growth expectations with slightly improved profit margin and P/E estimates. What's in the News for Northam Platinum Holdings Northam Platinum Holdings reported production results for the financial year ended 30 June 2026.
Narrative Update Jul 22

NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing

The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.

Recent updates

No updates