The call highlighted strong cost control, cash position, and operational achievements, with a significant increase in PGM spot prices. However, safety incidents, processing challenges, and workforce reductions were notable concerns.

Company Guidance

During the Impala Platinum call, the company provided guidance that reflects a cautiously optimistic outlook for the upcoming periods. The platinum group metals (PGM) market has seen a 30% increase in spot prices, now at approximately ZAR 32,200 per 6E sold, attributed to geopolitical tensions, high inflation, and a record high gold price which has shifted investment focus to platinum. The company reported a 3% decline in all-in costs to ZAR 25,700, with production slightly declining by 3% to 3.55 million ounces. Capital expenditure was halved from ZAR 14 billion to ZAR 7 billion, indicating a more defensive strategy. Despite operational challenges and a build-up in inventory to 420,000 ounces, the company's net cash improved to ZAR 8.1 billion. Impala announced a dividend of ZAR 1.65 per share, amounting to ZAR 1.5 billion, reflecting a payout of around 60% of their total cash generated. Looking forward, they have lowered guidance from 130,000 ounces per annum to 110,000 ounces and signaled a focus on shareholder returns and maintaining a strong balance sheet. The company plans to responsibly release inventory over the next four years, capitalizing on market conditions to generate cash and potentially increase capital allocation to shareholder returns.

Significant Increase in Spot Price

The company experienced a 30% increase in the spot price for platinum group metals (PGMs), moving from ZAR 24,500 to ZAR 32,200 per 6E sold.

Cost Control and Efficiency

Despite a 7% increase in unit costs, the company achieved a 3% decline in all-in costs down to ZAR 25,700, through effective cash cost management and a 50% reduction in capital expenditure from ZAR 14 billion to ZAR 7 billion.

Strong Cash Position and Dividend Declaration

Implats reported a net cash position of ZAR 8.1 billion with a dividend of ZAR 1.65 per share, amounting to ZAR 1.5 billion, which equates to 58% of total cash generated.

Operational Achievements

Styldrift ramped up production by 9%, Impala Canada generated positive free cash flow, and Bihma mine reached full production of 3.2 million tonnes per year.

ESG and Community Impact

Implats was included in the S&P's Sustainability Yearbook for the fourth year and spent over ZAR 230 million in community development, creating 3,700 jobs.

Impala Platinum (IMPUY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IMPUY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2026 (Q2)	- / -	0.113	―	―	―
Aug 28, 2025	2025 (Q4)	- / -	-1.123	―
Feb 27, 2025	2025 (Q2)	- / 0.11	0.096	17.71% (+0.02)
Aug 29, 2024	2024 (Q4)	- / -1.12	0.294	-481.97% (-1.42)	―
Feb 29, 2024	2024 (Q2)	- / 0.10	0.905	-89.39% (-0.81)
Aug 31, 2023	2023 (Q4)	- / 0.29	1.396	-78.94% (-1.10)
Mar 02, 2023	2023 (Q2)	- / 0.91	1.101	-17.80% (-0.20)
Sep 01, 2022	2022 (Q4)	- / 1.40	1.908	-26.83% (-0.51)	―	―
Mar 01, 2022	2022 (Q2)	- / 1.10	1.248	-11.78% (-0.15)	―	―
Sep 02, 2021	2021 (Q4)	- / 1.91	0.976	95.49% (+0.93)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IMPUY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 27, 2025	$5.12	$4.96	-3.13%
Aug 29, 2024	$4.75	$4.64	-2.32%
Feb 29, 2024	$3.36	$3.38	+0.60%
Aug 31, 2023	$5.39	$5.09	-5.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Impala Platinum (IMPUY) report earnings?

Impala Platinum (IMPUY) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).

What is Impala Platinum (IMPUY) earnings time?

Impala Platinum (IMPUY) earnings time is at Feb 26, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IMPUY EPS forecast?

Currently, no data Available

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