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Zimplats Holdings (ZIM) Fair Value & Analysis

Basic Materials · AU · Market cap A$1.7B

ZH Zimplats Holdings ZIM · AU
PriceA$13.38
Fair ValueA$7.02
Upside-47.5%
Quality95/100
Evidence: Medium Range A$4.91 – A$7.58

Fair value as of: Jun 24, 2026

From 14 valuation models · updated 5 days ago

Share price −20.8% over the past month.

Price vs Fair Value (12 months)

A$25.63 A$13.24 Fair Value A$7.02 Jun 2025 Jun 2026

12‑month range A$13.24 – A$25.63 · fair‑value band A$4.91 – A$7.58 · the A$13.38 price screens above the A$7.02 fair value. As of Jun 24, 2026.

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Analysis

Zimplats Holdings (ZIM) currently trades at A$13.38, while our model-based Fair Value estimate is A$7.02 — implying the stock looks roughly 47.5% overvalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).

Over the trailing twelve months, Zimplats Holdings generated revenue of A$1.1B at a net margin of 16.1%. Revenue grew 83.3% year over year. It earns a return on equity of 9.6%. The stock trades on a trailing P/E of 6.6. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$1.1B
Revenue growth (YoY) +83.3%
Net margin 16.1%
Return on equity 9.6%
Free cash flow −A$17.4M FY2025
P/E ratio 6.6
More key figures
Operating margin 33.2%
EPS (TTM) A$2.36
EPS growth (YoY) +3,376%
Net debt A$949K FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Zimplats Holdings Limited engages in the production and sales of platinum group and associated metals in Zimbabwe. It produces platinum, palladium, rhodium, iridium, and ruthenium, as well as nickel, gold, copper, cobalt, and silver deposits. The company was formerly known as Zimbabwe Platinum Mines Limited. The company was incorporated in 1998 and is based in Saint Peter Port, Guernsey. Zimplats Holdings Limited is a subsidiary of Impala Platinum BV.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zimplats Holdings reported revenue of A$542M in FY2025 versus A$1.4B in FY2021, a compound −20.5%/yr. Reported net income was A$26.5M in FY2025, compounding −49.9%/yr from FY2021.

Revenue −20.5%/yr
FY21 A$1.4B
FY22 A$1.2B
FY23 A$962M
FY24 A$767M
FY25 A$542M
Net income −49.9%/yr
FY21 A$423M
FY22 A$335M
FY23 A$203M
FY24 A$8.2M
FY25 A$26.5M

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Similar stocks

6 more Other Precious Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
Fresnillo plc FRES 750.00 MXN 32.56 MXN -96%
Valterra Platinum Limited ANGPY $12.20 $7.22 -41%
Hecla Mining Company HCL €13.87 €8.15 -41%
Impala Platinum Holdings IMPUF $11.55 $2.07 -82%
Northam Platinum Holdings NPTLF $24.00 $3.59 -85%
Compañía de Minas Buenaventura S.A. BVN $31.00 $29.96 -3%

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Frequently asked questions

Is Zimplats Holdings (ZIM) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$7.02 versus a price of A$13.38 — about −48% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ZIM?
Our 21-model fair value for Zimplats Holdings is A$7.02 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$13.38.
What is the quality score of ZIM?
Zimplats Holdings has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Zimplats Holdings (ZIM)?
Zimplats Holdings reported trailing-twelve-month revenue of about A$1.1B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of ZIM?
The net profit margin of Zimplats Holdings is about 16.1%, meaning it keeps roughly 16.1% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.