Update shared on08 Aug 2025
Fair value Increased 7.99%The upward revision in Barloworld’s consensus price target to ZAR111.50 primarily reflects a higher future P/E multiple, signaling increased optimism on earnings prospects, while the discount rate remained largely unchanged.
What's in the News
- Barloworld received an extended deadline from the U.S. Department of Commerce to submit a final report on voluntary disclosure of apparent export control violations, with the investigation ongoing.
- The company declared an interim dividend of 120 cents per share for the six months ended 31 March 2025, subject to 20% withholding tax.
- Earnings guidance for the six months ended 31 March 2025 projects Basic EPS of 393.0 to 413.0 cents and Basic HEPS of 411.5 to 431.5 cents.
Valuation Changes
Summary of Valuation Changes for Barloworld
- The Consensus Analyst Price Target has risen from ZAR103.25 to ZAR111.50.
- The Future P/E for Barloworld has risen from 12.66x to 13.77x.
- The Discount Rate for Barloworld remained effectively unchanged, moving only marginally from 20.75% to 21.04%.
Disclaimer
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