- Kazatomprom reported a 14% increase in uranium production for the second quarter of 2025, totaling 6,609 tonnes, up from 5,780 tonnes the previous year.
- The company maintains its 2025 forecast for uranium production between 25,000 and 26,500 tonnes.
- Revenue projections for 2025 remain between 1.60 trillion and 1.70 trillion tenge.
- Expected capital expenditures are forecasted between 385 billion and 415 billion tenge.
- The only change in guidance metrics is a reduction in the KAP sales volume by 500 tonnes due to a customer’s request for delivery rescheduling.
- Market analysts maintain a positive outlook on Kazatomprom’s stock with 11 buy ratings, and no hold or sell ratings.
NAC Kazatomprom JSC on Smartkarma
Analysts on Smartkarma, such as Graeme Cunningham, are providing valuable insights on companies like NAC Kazatomprom JSC. In his report titled “Kazatomprom: Largest Global Producer Well Positioned for Uranium Rebound,” Cunningham highlights the company’s advantageous position to benefit from a potential uranium rebound. He notes that Kazatomprom, as the world’s largest producer, is well positioned for a rise in uranium prices, despite lagging behind the recent sector rebound. With a moderate 1.4x P/B ratio, the company presents an interesting investment opportunity in anticipation of a uranium price recovery.
Cunningham’s analysis suggests that recent political support for nuclear power in the U.S. is indicative of a broader global trend favoring the industry, which could drive a uranium rebound. The significant 40% uranium price slump from early 2024 to March 2025 has already factored in many industry challenges, paving the way for a potential price recovery. Considering these factors, investors are closely monitoring NAC Kazatomprom JSC for its prospects in the uranium market and its potential for growth in the evolving global energy landscape.
A look at NAC Kazatomprom JSC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 4.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts predict a promising long-term outlook for NAC Kazatomprom JSC, a company that specializes in natural uranium production. Smart Scores indicate positive factors across the board, with a strong growth score of 5 and momentum score of 5, suggesting the company is on an upward trajectory. Additionally, NAC Kazatomprom has solid resilience and dividend scores of 4 and 3 respectively, indicating stability and potential for dividend payouts. While the value score sits at a moderate 3, the overall outlook appears optimistic for this global minerals producer.
NAC Kazatomprom JSC, known for its production and marketing of minerals, particularly natural uranium, has a diversified business model that includes importing and exporting uranium compounds, nuclear power plant fuel, and uranium components worldwide. With a solid combination of growth, momentum, resilience, and dividend scores, the company seems well-positioned for long-term success in the minerals market. Investors may find NAC Kazatomprom JSC an attractive opportunity given its positive outlook across key financial aspects.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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