Naspers Limited

JSE:NPN Aktierapport

Börsvärde: R630.2b

Naspers Tidigare resultatutveckling

Tidigare kriterier kontrolleras 1/6

Naspers s intäkter har minskat med en genomsnittlig årlig takt på -20.7%, medan Multiline Retail -branschen såg intäkter på växande på 6.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 7% per år. Naspers s avkastning på eget kapital är 21.5% och den har en nettomarginal på 45.9%.

Viktig information

-20.74%

Tillväxttakt i vinsten

2.24%

Tillväxttakt för EPS

Multiline Retail Tillväxt i branschen6.54%
Intäkternas tillväxttakt6.98%
Avkastning på eget kapital21.52%
Nettomarginal45.93%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Analysartikel 18h

Naspers Limited Just Beat Revenue By 6.9%: Here's What Analysts Think Will Happen Next

As you might know, Naspers Limited ( JSE:NPN ) recently reported its annual numbers. It was a workmanlike result, with...
Uppdatering av berättelse Jun 25

NPN: Future Returns Will Hinge On Prosus Exposure And P/E Expectations

Analysts have revised their price target on Naspers to ZAR 810, down from ZAR 1,087. This reflects updated assumptions for fair value, profit margins and future P/E multiples, alongside new Neutral coverage highlighting the central role of its Prosus stake.
Uppdatering av berättelse Jun 08

NPN: Prosus Exposure And Dividend Policy Will Support Future Upside

Analysts have trimmed their Naspers fair value estimate from ZAR 1,533.03 to ZAR 1,312.53. The updated ZAR 902 Street price target reflects a more cautious view on profit margins and future P/E multiples, even as assumptions for revenue growth remain firm.
Analysartikel May 31

Does Naspers (JSE:NPN) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Uppdatering av berättelse May 25

NPN: Future Upside Will Depend On Morgan Stanley Upgrade And P/E Execution

Analysts have adjusted their fair value estimate for Naspers stock from ZAR1,076.13 to ZAR1,086.59, citing updated views on revenue growth, profit margins, and future P/E following recent research that included an upgrade highlighted by Morgan Stanley. Analyst Commentary The upgrade highlighted by Morgan Stanley comes alongside more cautious commentary from some bearish analysts who are focusing on valuation, execution, and long term growth risks for Naspers.
Uppdatering av berättelse May 03

NPN: Future Upside Will Rely On Execution Against Refined P/E Assumptions

Naspers' analyst price target has been adjusted slightly from ZAR1,085.72 to ZAR1,076.13 as analysts refine their views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research updates. Analyst Commentary Recent research updates around the ZAR1,076.13 price target highlight a more cautious tone, with several Bearish analysts focusing on execution risks, valuation assumptions, and the sensitivity of Naspers' earnings to changes in discount rates and profit margin expectations.
Uppdatering av berättelse Apr 18

NPN: Future Returns Will Be Driven By Portfolio Execution And Premium P/E

Narrative Update on Naspers The updated analyst price target for Naspers has shifted from around ZAR1,184 to about ZAR1,086. Analysts attribute this change to small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent research updates.
Uppdatering av berättelse Apr 03

NPN: Higher Future P/E Assumptions Will Support A More Constructive Outlook

Naspers' updated analyst price target has shifted from ZAR1,752.32 to ZAR1,875.55, with analysts pointing to recalibrated assumptions around discount rates, revenue growth, profit margins and future P/E as key drivers behind the change. Analyst Commentary Recent research highlights a more constructive tone around Naspers, with bullish analysts reassessing key inputs such as discount rates, revenue growth, profit margins and future P/E assumptions.
Uppdatering av berättelse Mar 19

NPN: Future Returns Will Be Driven By Higher Growth And Premium P/E

Analysts have raised their price target for Naspers to ZAR1,184, citing adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as key drivers of the updated view. Valuation Changes Fair Value: ZAR1,184.25 remains unchanged in the updated assessment.
Uppdatering av berättelse Mar 05

NPN: Future Returns Will Reflect Higher Growth And Premium Earnings Multiple

Narrative Update on Naspers Price Target Analysts have updated their fair value estimate for Naspers from ZAR1,242.88 to ZAR1,184.25, reflecting adjustments to assumptions around revenue, profit margins and future P/E expectations. Valuation Changes Fair Value: Updated from ZAR1,242.88 to ZAR1,184.25, indicating a small cut to the central valuation estimate.
Uppdatering av berättelse Feb 18

NPN: Lower Discount Rate Will Support A More Optimistic Future P/E

Analysts have slightly trimmed their Naspers fair value estimate from ZAR1,768.46 to ZAR1,752.32 as tweaks to discount rate, growth and margin assumptions feed through to a modestly higher future P/E outlook. Valuation Changes Fair Value: Updated to ZAR1,752.32 from ZAR1,768.46, representing a small reduction in the estimate.
Uppdatering av berättelse Feb 04

NPN: Higher Growth Assumptions Will Support A More Optimistic Future P/E

Analysts have cut their implied fair value estimate for Naspers from R8,039.18 to R1,768.46, citing updated assumptions for revenue growth, profit margins and future P/E that together indicate a more conservative view of the stock's potential valuation range. Valuation Changes Fair Value Estimate: Reduced from ZAR 8,039.18 to ZAR 1,768.46, pointing to a much lower implied valuation level.
Analysartikel Feb 01

Why Naspers Limited (JSE:NPN) Could Be Worth Watching

Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw significant share price movement...
Uppdatering av berättelse Jan 21

NPN: Dividend Policy And Profitability Assumptions Will Support Future Upside

Analysts have trimmed their price target for Naspers, with fair value moving from R1,569.02 to R1,533.03, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Naspers Limited announced an annual dividend of ZAR 5.08 per share, payable on December 8, 2025, with an ex-date of December 3, 2025, and a record date of December 5, 2025 (Key Developments).
Uppdatering av berättelse Jan 07

NPN: Higher Revenue Outlook And Dividend Policy Will Support Future Upside

Analysts have trimmed their fair value estimate for Naspers from R1,586.07 to R1,569.02, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Naspers Limited declared an annual dividend of R5.08 per share, with an ex-date on December 3, 2025, a record date on December 5, 2025, and payment scheduled for December 8, 2025 (Key Developments).
Analysartikel Dec 22

Naspers' (JSE:NPN) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Uppdatering av berättelse Dec 19

NPN: Future Returns Will Reflect Lower Margins And Higher Required Yield

Analysts have trimmed their price target on Naspers from approximately R5,295 to about R1,243. This reflects a more conservative stance on long term profitability and valuation multiples despite relatively stable growth expectations.
Analysartikel Dec 09

Do Naspers' (JSE:NPN) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Uppdatering av berättelse Dec 05

NPN: Five-For-One Stock Split Will Unlock Additional Shareholder Value

Analysts have modestly trimmed their price target on Naspers to roughly $1,586 from about $1,607, as higher assumed discount rates and lower long term profit margins, partly offset by stronger revenue growth expectations and a higher future earnings multiple, recalibrate their valuation models. What's in the News Naspers Limited declared an annual dividend of ZAR 5.08 per share, payable on December 08, 2025, with an ex-dividend date of December 03, 2025, and a record date of December 05, 2025 (Key Developments).
Analysartikel Nov 26

Naspers (JSE:NPN) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Uppdatering av berättelse Nov 21

NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders

Analysts have raised their price target for Naspers, increasing the fair value estimate from R1,549.02 to R1,606.87. This change reflects updated views on modest adjustments in growth expectations and risks.
Analysartikel Nov 09

Investors Appear Satisfied With Naspers Limited's (JSE:NPN) Prospects

There wouldn't be many who think Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 10.2x is worth a...
Uppdatering av berättelse Nov 05

NPN: Five-For-One Stock Split Will Unlock Additional Value For Shareholders

Analysts have revised their price target for Naspers, maintaining the fair value estimate at R1,549.02 per share. The update reflects modest changes in discount rates and future growth expectations.
Uppdatering av berättelse Oct 22

Analysts Boost Naspers Price Target Following Stock Split and Updated Valuation Metrics

Naspers Analyst Price Target Raised amid Revised Valuation Metrics Analysts have increased their price target for Naspers from approximately R1,480 to R1,549. They cite minor adjustments to discount rates and expected earnings multiples, which slightly boost fair value estimates.
Uppdatering av berättelse Oct 08

AI-Driven E-commerce And Capital Investments Will Transform Operations

Analysts have significantly lowered their price target for Naspers from R6,927.62 to R1,479.85. This change is based on updated fair value estimates and a reassessment of future earnings potential.
Analysartikel Oct 03

Is Now An Opportune Moment To Examine Naspers Limited (JSE:NPN)?

Let's talk about the popular Naspers Limited ( JSE:NPN ). The company's shares saw a decent share price growth of 19...
Uppdatering av berättelse Sep 24

AI-Driven E-commerce And Capital Investments Will Transform Operations

Despite analysts expressing increased confidence in Naspers’ growth strategy, improved core holdings outlook, and ongoing value-unlocking initiatives, the consensus analyst price target has edged down marginally from ZAR7002 to ZAR6928. Analyst Commentary Raised forecasts following positive updates from capital markets day presentations.
Uppdatering av berättelse Aug 27

AI-Driven E-commerce And Capital Investments Will Transform Operations

Despite increased forecasts following capital markets day updates and new company guidance, the consensus analyst price target for Naspers has edged down slightly from ZAR7097 to ZAR7009. Analyst Commentary Increased forecasts following capital markets day presentations and updated company guidance.
Analysartikel Aug 15

Naspers (JSE:NPN) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysartikel Jul 31

Naspers Limited's (JSE:NPN) Earnings Haven't Escaped The Attention Of Investors

It's not a stretch to say that Naspers Limited's ( JSE:NPN ) price-to-earnings (or "P/E") ratio of 9.2x right now seems...
User avatar
Ny berättelse Apr 26

AI-Driven E-commerce And Capital Investments Will Transform Operations

Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency.

Fördelning av intäkter och kostnader

Hur Naspers tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

JSE:NPN Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 2610,8484,9834,5420
30 Sep 257,8555,7473,1640
30 Jun 257,5185,5592,9690
31 Mar 257,1815,3702,7730
31 Dec 247,0244,4202,7480
30 Sep 246,8673,4702,7220
30 Jun 246,6493,2982,6850
31 Mar 246,4313,1252,6470
31 Dec 236,3203,8702,6090
30 Sep 236,2084,6152,5700
30 Jun 236,0844,3202,4390
31 Mar 235,9604,0242,3070
30 Sep 225,7902,3012,0990
30 Jun 226,0427,2362,2770
31 Mar 226,29412,1702,4540
31 Dec 217,16413,1223,0580
30 Sep 216,70014,1143,2210
30 Jun 216,3179,7093,0770
31 Mar 215,9345,3042,9320
31 Dec 205,3514,1422,5080
30 Sep 204,7682,9802,0830
30 Jun 204,3853,0392,0220
31 Mar 204,0013,0971,9600
30 Sep 193,5093,0411,8300
30 Jun 193,4003,5921,7730
31 Mar 193,2914,1421,7160
30 Sep 181,39213,4351,2770
30 Jun 182,18912,3021,5030
31 Mar 182,98511,1681,7280
31 Dec 176,4527,1132,7640
30 Sep 176,2452,8752,7430
30 Jun 176,1722,6062,7850
31 Mar 176,0982,3372,8270
31 Dec 166,0021,6382,7260
30 Sep 165,9059382,6240
30 Jun 165,9189662,5240
31 Mar 165,9309942,4230
31 Dec 156,2531,0442,4680
30 Sep 157,0661,2202,7010

Kvalitetsintäkter: NPN har en stor engång vinst av $4.9B {1 månader till 31st March, 2026 1 månader) 31st March, 2026.

Växande vinstmarginal: NPN s nuvarande netto vinstmarginaler (45.9%) är lägre än förra året (74.8%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: NPN s intäkter har minskat med 20.7% per år under de senaste 5 åren.

Accelererande tillväxt: NPN s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: NPN hade negativ intäktstillväxt ( -7.2% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Multiline Retail ( 11.5% ).


Avkastning på eget kapital

Hög ROE: NPN s avkastning på eget kapital ( 21.5% ) anses vara hög.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/02 22:12
Aktiekurs vid dagens slut2026/07/02 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Naspers Limited bevakas av 19 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jonathan BradleyAbsa Bank Limited
John-Paul DavidsBarclays
Andrew RossBarclays