Northam Platinum Holdings Future Growth

Future criteria checks 5/6

Northam Platinum Holdings is forecast to grow earnings and revenue by 79% and 12.2% per annum respectively. EPS is expected to grow by 79.3% per annum. Return on equity is forecast to be 20% in 3 years.

Key information

79.0%

Earnings growth rate

79.3%

EPS growth rate

Metals and Mining earnings growth	31.2%
Revenue growth rate	12.2%
Future return on equity	20.0%
Analyst coverage	Good
Last updated	18 Apr 2024

Recent future growth updates

Recent updates

Subdued Growth No Barrier To Northam Platinum Holdings Limited (JSE:NPH) With Shares Advancing 29%

Apr 05

Why Investors Shouldn't Be Surprised By Northam Platinum Holdings Limited's (JSE:NPH) P/E

Jan 18

We Think Some Shareholders May Hesitate To Increase Northam Platinum Holdings Limited's (JSE:NPH) CEO Compensation

Oct 24

Northam Platinum Holdings Limited (JSE:NPH) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Aug 31

Northam Platinum Holdings Limited's (JSE:NPH) Intrinsic Value Is Potentially 74% Above Its Share Price

Jul 06

Northam Platinum Holdings' (JSE:NPH) Earnings Are Of Questionable Quality

Apr 08

Analysts Just Slashed Their Northam Platinum Holdings Limited (JSE:NPH) EPS Numbers

Apr 02

Is Northam Platinum Holdings Limited (JSE:NPH) Trading At A 34% Discount?

Mar 14

An Intrinsic Calculation For Northam Platinum Holdings Limited (JSE:NPH) Suggests It's 47% Undervalued

Dec 13

Northam Platinum Holdings Limited's (JSE:NPH) Price Is Right But Growth Is Lacking After Shares Rocket 31%

Oct 10

Earnings and Revenue Growth Forecasts

JSE:NPH - Analysts future estimates and past financials data (ZAR Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
6/30/2026	44,564	7,224	5,411	9,662	7
6/30/2025	39,308	6,351	5,019	9,120	8
6/30/2024	32,090	3,144	4,170	4,676	7
12/31/2023	34,424	-3,142	2,245	7,641	N/A
9/30/2023	36,986	-294	5,348	10,817	N/A
6/30/2023	39,548	2,554	8,450	13,992	N/A
3/31/2023	39,925	7,563	9,579	14,761	N/A
12/31/2022	40,302	12,571	10,707	15,529	N/A
9/30/2022	37,183	11,209	8,742	13,461	N/A
6/30/2022	34,064	9,846	6,776	11,392	N/A
3/31/2022	34,344	10,317	7,170	11,628	N/A
12/31/2021	34,623	10,787	7,563	11,863	N/A
9/30/2021	33,625	10,085	8,220	11,980	N/A
6/30/2021	32,627	9,383	8,877	12,096	N/A
3/31/2021	27,249	6,252	7,017	9,797	N/A
12/31/2020	21,872	3,121	5,156	7,499	N/A
9/30/2020	19,842	2,645	4,577	6,943	N/A
6/30/2020	17,812	2,169	3,998	6,388	N/A
3/31/2020	15,652	1,720	2,440	4,918	N/A
12/31/2019	13,492	1,272	882	3,447	N/A
9/30/2019	12,071	666	441	3,080	N/A
6/30/2019	10,650	60	0	2,712	N/A
3/31/2019	9,916	-212	-582	2,115	N/A
12/31/2018	9,182	-485	-1,163	1,518	N/A
9/30/2018	8,367	-595	-2,565	588	N/A
6/30/2018	7,552	-705	-3,967	-342	N/A
6/30/2017	6,865	-636	N/A	981	N/A
6/30/2016	6,097	-508	N/A	839	N/A
3/31/2016	6,149	-1,086	N/A	904	N/A
12/31/2015	6,200	-1,663	N/A	970	N/A
9/30/2015	6,118	-1,349	N/A	655	N/A
6/30/2015	6,036	-1,036	N/A	341	N/A
3/31/2015	6,062	-288	N/A	505	N/A
12/31/2014	6,089	460	N/A	669	N/A
9/30/2014	5,714	235	N/A	777	N/A
6/30/2014	5,339	9	N/A	885	N/A
3/31/2014	4,921	141	N/A	716	N/A
12/31/2013	4,503	272	N/A	546	N/A
9/30/2013	4,462	389	N/A	535	N/A
6/30/2013	4,421	505	N/A	524	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: NPH is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (9.5%).

Earnings vs Market: NPH is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: NPH is expected to become profitable in the next 3 years.

Revenue vs Market: NPH's revenue (12.2% per year) is forecast to grow faster than the ZA market (3.4% per year).

High Growth Revenue: NPH's revenue (12.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: NPH's Return on Equity is forecast to be high in 3 years time (20%)

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Northam Platinum Holdings Future Growth

Future criteria checks 5/6

Key information

Recent future growth updates

Consensus EPS estimates increase by 11%

Consensus EPS estimates fall by 20%

Consensus EPS estimates fall by 12%

Price target decreased by 8.3% to R160

Consensus EPS estimates fall by 11%

Price target decreased by 7.2% to R179

Recent updates

Subdued Growth No Barrier To Northam Platinum Holdings Limited (JSE:NPH) With Shares Advancing 29%

Now 23% overvalued

New minor risk - Share price stability

Upcoming dividend of R1.00 per share

First half 2024 earnings released: EPS: R1.37 (vs R15.96 in 1H 2023)

Northam Platinum Holdings Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2023, Payable on 25 March 2024

Northam Platinum Holdings Limited Announces Board Changes

Consensus EPS estimates increase by 11%

Why Investors Shouldn't Be Surprised By Northam Platinum Holdings Limited's (JSE:NPH) P/E

Northam Platinum Holdings Limited, Annual General Meeting, Oct 28, 2024

Investor sentiment improves as stock rises 17%

Consensus EPS estimates fall by 20%

We Think Some Shareholders May Hesitate To Increase Northam Platinum Holdings Limited's (JSE:NPH) CEO Compensation

Consensus EPS estimates fall by 12%

Investor sentiment improves as stock rises 15%

Price target decreased by 8.3% to R160

Investor sentiment improves as stock rises 16%

Upcoming dividend of R6.00 per share at 5.4% yield

Consensus EPS estimates fall by 11%

Full year 2023 earnings: EPS and revenues miss analyst expectations

Northam Platinum Holdings Limited, Annual General Meeting, Oct 30, 2023

New major risk - Revenue and earnings growth

Northam Platinum Holdings Limited to Report Fiscal Year 2024 Results on Aug 30, 2024

Investor sentiment improves as stock rises 17%

Price target decreased by 7.2% to R179

Price target decreased by 8.5% to R186

New major risk - Revenue and earnings growth

Now 22% undervalued after recent price drop

First half 2023 earnings released: EPS: R15.96 (vs R9.65 in 1H 2022)

Now 25% undervalued after recent price drop

Now 21% undervalued after recent price drop

Now 22% undervalued after recent price drop

Now 21% undervalued

Northam Platinum Holdings Limited to Report First Half, 2023 Results on Feb 24, 2023

Insufficient new directors

Northam Platinum Holdings Limited (JSE:NPH) intention to make the Offer to acquire remaining 62.2% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for SAR 32.4 billion.

Northam Platinum Holdings Limited (JSE:NPH) made an offer to acquire remaining 64.5% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for SAR 32.9 billion

Investor sentiment improved over the past week

Northam Platinum Holdings Limited (JSE:NPH) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Full year 2022 earnings: Revenues miss analyst expectations

Northam Platinum Holdings Limited, Annual General Meeting, Oct 25, 2022

Northam Platinum Holdings Limited to Report Fiscal Year 2022 Results on Aug 26, 2022

Investor sentiment deteriorated over the past week

Northam Platinum Holdings Limited's (JSE:NPH) Intrinsic Value Is Potentially 74% Above Its Share Price

Now 22% undervalued after recent price drop

Insufficient new directors

Now 20% undervalued after recent price drop

Northam Platinum Holdings' (JSE:NPH) Earnings Are Of Questionable Quality

Consensus revenue estimates fall by 15%

Analysts Just Slashed Their Northam Platinum Holdings Limited (JSE:NPH) EPS Numbers

First half 2022 earnings released

Investor sentiment deteriorated over the past week

Is Northam Platinum Holdings Limited (JSE:NPH) Trading At A 34% Discount?

Price target decreased to R265

Insufficient new directors

An Intrinsic Calculation For Northam Platinum Holdings Limited (JSE:NPH) Suggests It's 47% Undervalued

Price target increased to R286

Price target increased to R281

Northam Platinum Holdings Limited (JSE:NPH) acquired additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for ZAR 1 billion.

Insufficient new directors

Investor sentiment deteriorated over the past week

Northam Platinum Holdings Limited's (JSE:NPH) Price Is Right But Growth Is Lacking After Shares Rocket 31%

Investor sentiment improved over the past week

Full year 2021 earnings released: EPS R25.90 (vs R6.20 in FY 2020)

Price target decreased to R273

High number of new directors

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts