Datatec

Recurring Software And Services Shift Will Support AI Driven Earnings Expansion

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Dec 25

Updated

26 Jun 26

Views

26 Jun

R95.98

AnalystConsensusTarget's Fair Value

R98.58

2.6% undervalued

49.2%

6.7%

49.2%

6.7%

Author's Valuation

R98.582.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 26 Jun 26

Fair value Increased 12%

DTC: Higher Earnings Guidance And Auditor Change Will Support Balanced Outlook

Datatec raises its earnings outlook for the year and says profits should land well above last year’s level. It also swaps to a new auditor to cut costs and better fit its global setup, while analysts nudge up what they think the business is worth.

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Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

R98.58

2.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

3.85%

Historical revenue growth rate

-5.79%

Electronic Equipment and Components revenue growth rate

0.73%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

21.86%

Calculation

US$152.04m

Earnings '29

17.33x

PE Ratio '29

US$2.63b

Market Cap '29

US$2.63b

Market Cap '29

243.93m

No. shares '29

US$10.80

Share Price '29

US$10.80 Share Price '29

Discounted to 2026 @ 21.93% p.a.

US$5.96

Fair Value '26

US$5.96 Fair Value '26

Converted to ZAR @ 16.4829 USD/ZAR Exchange Rate

R98.24

Fair Value '26