First Time Loading...
N

Naspers Ltd
JSE:NPN

Watchlist Manager
Naspers Ltd
JSE:NPN
Watchlist
Price: 344 537 Zac -0.14% Market Closed
Updated: Jul 27, 2024
Have any thoughts about
Naspers Ltd?
Write Note

Intrinsic Value

NPN Intrinsic Value
Base Case
Not Available
N
Base Case Scenario

Fundamental Analysis

Prosus Reports Strong Growth and Restructuring Plans
Earnings Call Summary

Prosus Reports Strong Growth and Restructuring Plans

Prosus Naspers announced a robust financial performance with the core segments of Food, Classifieds, and Fintech delivering a remarkable 36% growth in revenue. Etail, however, experienced a decline due to challenging macroeconomic conditions. The group is on track to achieve ecommerce profitability by the first half of FY25. Food Delivery outpaced peers while iFood saw momentum in its restaurant business and grocery vertical. The Classifieds segment improved both growth and profitability, and the challenging OLX Autos business is being exited to boost ecommerce profits. The Payments sector grew revenues by 52%, with excitement around the scaling of India's credit business. Investments in AI for Edtech and disciplined capital allocation are also highlighted. Furthermore, an open-ended share buyback program aims to enhance NAV per share and increase exposure to Tencent shares. The company emphasizes their financial strength, with $15 billion in gross cash, and a commitment to achieving combined ecommerce profitability shortly.

Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Naspers Ltd

Current Assets 22.7B
Cash & Short-Term Investments 20B
Receivables 1.4B
Other Current Assets 1.3B
Non-Current Assets 37.8B
Long-Term Investments 35.3B
PP&E 748m
Intangibles 1.5B
Other Non-Current Assets 267m
Current Liabilities 4.5B
Accounts Payable 380m
Accrued Liabilities 1.6B
Short-Term Debt 15m
Other Current Liabilities 2.5B
Non-Current Liabilities 38.7B
Long-Term Debt 15.8B
Other Non-Current Liabilities 22.9B
Efficiency

Earnings Waterfall
Naspers Ltd

Revenue
6.2B USD
Cost of Revenue
-4B USD
Gross Profit
2.2B USD
Operating Expenses
-2.6B USD
Operating Income
-405m USD
Other Expenses
5.1B USD
Net Income
4.7B USD

Free Cash Flow Analysis
Naspers Ltd

Last Value
3-Years Average
FCF Margin
Conversion Rate
Fundamental Scores

NPN Profitability Score
Profitability Due Diligence

Naspers Ltd's profitability score is 53/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Year Average ROE
Positive Net Income
Positive Gross Profit
Exceptional ROE
53/100
Profitability
Score

Naspers Ltd's profitability score is 53/100. The higher the profitability score, the more profitable the company is.

NPN Solvency Score
Solvency Due Diligence

Naspers Ltd's solvency score is 58/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Short-Term Solvency
Negative Net Debt
Long-Term Solvency
58/100
Solvency
Score

Naspers Ltd's solvency score is 58/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

NPN Price Targets Summary
Naspers Ltd

There are no price targets for NPN.
Lowest
Price Target
Not Available
Average
Price Target
Not Available
Highest
Price Target
Not Available
View Analyst Estimates
View Analyst Estimates
Want to learn more about Wall St estimates for NPN?

Click here to dive deeper.

Competitive Landscape

Price Appreciation

NPN Price
Naspers Ltd

1M 1M
-3%
6M 6M
+8%
1Y 1Y
+4%
3Y 3Y
+36%
5Y 5Y
-4%
10Y 10Y
+168%
Annual Price Range
344 537
52w Low
274 235
52w High
407 484
Price Metrics
Average Annual Return -0.67%
Standard Deviation of Annual Returns 30.61%
Max Drawdown -63%
Shares Statistics
Market Capitalization 706.4B Zac
Shares Outstanding 2 047 372
Percentage of Shares Shorted
N/A

NPN Return Decomposition
Main factors of price return

What is price return decomposition?

NPN News

Other Videos

Last Important Events
Naspers Ltd

Significant happenings or occurrences that are of interest to investors. These could be company-specific developments or market-wide shifts.

All
Positive
Negative

Sentiment Analysis
Naspers Ltd

Today
Last 7 Days 7D
Last 30 Days 30D
Last 90 Days 90D

Company Profile

Naspers Ltd

Country

South Africa

Industry

Retail

Market Cap

706.4B Zac

Dividend Yield

0%

Description

Naspers Ltd. operates as Internet and media group. The company is headquartered in Cape Town, Western Cape and currently employs 35,276 full-time employees. The Company’s segments include Classifieds, Food Delivery, Payments and Fintech, and Edtech. The firm invests in Skillsoft, GoodHabitz, Udemy, Codecademy, Eruditus, Platzi, eduMe, SoloLearn, Brainly, GoStudent and BYJU’S. The firm also includes Takealot. com, Mr D Food, Superbalist, OLX, AutoTrader, Property24 and PayU. The firm has its presence in areas, such as Southeast Asia, Latin America, Europe and the United States, with market investments in Egypt and Bangladesh. The firm operates in approximately 27 provinces in Indonesia.

Contact

WESTERN CAPE
Cape Town
Naspers Centre Po Box 2271, Capetown 8000
+270214062121.0
https://www.naspers.com/

IPO

1994-09-13

Employees

35 276

Officers

Group CFO, Chief Financial Director & Executive Director
Mr. Vasileios Sgourdos
Consultant
Mr. Bob van Dijk
Interim Chief Executive Officer
Mr. Ervin Tu
Head of Investor Relations
Mr. Eoin Ryan
Group General Counsel & Legal Compliance Officer
Mr. David Glyndwr Tudor
Chief Business Officer
Ms. Meloy Horn
Show More
Global Head of Data Privacy
Justin B. Weiss
Head of Cyber
Trajce Dimkov
Global Head of Data Science & Artificial Intelligence
Euro Beinat
Head of Naspers Labs
Ms. Mapule Ncanywa
Show Less

See Also

Discover More