Update shared on 12 Nov 2025
Fair value Increased 1.62%Narrative Update: Absa Group Price Target Adjustment
Analysts have raised their fair value estimate for Absa Group from R224.19 to R227.82. This change is attributed to incremental improvements in growth assumptions and a slightly lower discount rate.
What's in the News
- Absa Group Limited declared an ordinary dividend of 785 cents per ordinary share on 18 August 2025 for the interim period ended 30 June 2025 (company announcement).
- Shareholders recorded by 12 September 2025 will be eligible for the dividend payment, which is scheduled for 15 September 2025 (company announcement).
Valuation Changes
- Fair Value Estimate: Increased slightly from ZAR 224.19 to ZAR 227.82 per share.
- Discount Rate: Decreased moderately from 19.31% to 19.08%.
- Revenue Growth Assumption: Marginally higher from 10.77% to 10.81%.
- Net Profit Margin: Slight decrease from 23.37% to 23.33%.
- Future P/E Ratio: Rose from 9.98x to 10.09x.
Disclaimer
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