Update shared on 26 Nov 2025
Fair value Increased 0.41%Narrative Update: Shoprite Holdings Analyst Price Target Adjustment
Analysts have raised their price target for Shoprite Holdings from R325.29 to R326.63. This adjustment reflects minor changes to key assumptions such as revenue growth, discount rate, and profit margin.
What's in the News
- The Board of Shoprite Holdings Ltd. has declared a final dividend of 496 cents per ordinary share, up from 445 cents for the previous year. This reflects an 11.5% increase in year-on-year final dividend per share growth (Key Developments).
- Total dividend for the year is now 781 cents per ordinary share, compared to 712 cents last year (Key Developments).
- The final dividend will be paid to shareholders on 29 September 2025. The last day to trade cum dividend is 22 September 2025, and the record date is set for 26 September 2025 (Key Developments).
Valuation Changes
- The Fair Value Estimate has risen slightly from ZAR 325.29 to ZAR 326.63.
- The Discount Rate increased marginally from 17.61% to 17.65%.
- The Revenue Growth assumption decreased modestly from 9.04% to 8.87%.
- The Net Profit Margin edged down from 3.27% to 3.27%.
- The Future P/E multiple has increased slightly from 26.64x to 26.90x.
Disclaimer
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