IMP Share Price Performance
R0
-138.34 (-100.00%)
Price R0
Fair ValueR353.56
Share Pricen/a
Narrative Update • May 19
Impala Platinum Holdings Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 61 Fair Values set on narratives written by author
IMP Community Narratives
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Fair Value
·Fair Value R353.56 34.0% undervalued intrinsic discount
IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
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34users have followed this narrative
AN
Fair Value
·Fair Value R225 3.7% overvalued intrinsic discount
Declining Autocatalyst Demand And Excess Inventory Will Depress Platinum Fundamentals
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4users have followed this narrative
AN
Fair Value
·Fair Value R529.29 55.9% undervalued intrinsic discount
Clean Energy And Emerging Markets Will Drive PGM Demand
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3users have followed this narrative
IMP: Rising Earnings Guidance Will Drive Renewed Optimism Despite 79% EPS Decline
Impala Platinum is benefiting from strong metal prices and recent operational upgrades, but a big long-term question is whether cleaner transport and more recycling steadily shrink demand for the metals it sells. The story hinges on whether cost pressures and regional disruption risks outweigh the company’s projects, diversified mines, and disciplined inventory strategy.Read more
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R353.56
34.0% undervalued intrinsic discount
Fair Value
Revenue
25.7% p.a.
Profit Margin
23.84%
Future PE
10.84x
Price in 2029
R591.8
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
AN
R529.29
55.9% undervalued intrinsic discount
Fair Value
Revenue
29.71% p.a.
Profit Margin
17.26%
Future PE
20.51x
Price in 2029
R890.53
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
AN
R225
3.7% overvalued intrinsic discount
Fair Value
Revenue
10.29% p.a.
Profit Margin
26.56%
Future PE
9.1x
Price in 2029
R373.61
Trending Discussion
Recently Updated Narratives
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IMP: Future Returns Will Reflect Stable 6E Output And Stronger Earnings Visibility
Fair Value: R353.56 34.0% undervalued intrinsic discount
34 fair values setusers have set this as their fair value
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AN
IMP: Strong Earnings Outlook And Higher P/E Multiple Will Support Share Price
Fair Value: R529.29 55.9% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
IMP: Recent Upgrades Will Test Execution And Profitability Assumptions Going Forward
Fair Value: R225 3.7% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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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.
