The Foschini Group Limited

Informe acción JSE:TFG

Capitalización de mercado: R18.4b

Foschini Group Crecimiento futuro

Future controles de criterios 0/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Foschini Group de 9.5% y 5.3% por año respectivamente. Se prevé que el BPA crezca en un 2.3% al año. Se espera que la rentabilidad financiera sea de 10.6% en 3 años.

Información clave

9.5%

Tasa de crecimiento de los beneficios

2.29%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Specialty Retail10.3%
Tasa de crecimiento de los ingresos5.3%
Rentabilidad financiera futura10.56%
Cobertura de analistas

Good

Última actualización29 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Jun 01

TFG: Lower Earnings Guidance Will Still Support Future Upside Potential

Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.
Actualización de narrativa May 15

TFG: Softer Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.
Actualización de narrativa Apr 27

TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential

Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.
Actualización de narrativa Apr 11

TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential

Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).
Actualización de narrativa Mar 28

TFG: Impairment-Driven EPS Reset Will Still Support Future Upside

Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
Actualización de narrativa Mar 13

TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside

Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).
Actualización de narrativa Feb 26

TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside

The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).
Actualización de narrativa Feb 10

TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.
Actualización de narrativa Jan 26

TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound

Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.
Actualización de narrativa Jan 12

TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery

Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
Actualización de narrativa Dec 17

TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade

Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.
Actualización de narrativa Dec 03

TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk

Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.
Actualización de narrativa Nov 19

TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures

Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.
Actualización de narrativa Nov 04

TFG: Earnings Per Share Are Expected To Rebound In The Coming Year

Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.
Actualización de narrativa Oct 21

Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease

Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
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Nueva narrativa Dec 30

White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge

Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.
Artículo de análisis Apr 13

The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...
Artículo de análisis Mar 29

Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?

While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...

Previsiones de crecimiento de beneficios e ingresos

JSE:TFG - Estimaciones futuras de los analistas y datos financieros pasados (ZAR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
3/31/202975,9143,503N/AN/A1
3/31/202868,4642,7063,7474,2846
3/31/202764,9822,4073,7083,5747
3/31/202662,5361,8721,9961,5017
9/30/202561,5482,9355,3677,444N/A
6/30/202559,9103,0625,2497,189N/A
3/31/202558,2713,1895,1316,934N/A
12/31/202456,9783,0835,4367,253N/A
9/30/202455,6852,9775,7417,572N/A
6/30/202455,9533,0046,7178,635N/A
3/31/202456,2213,0317,6939,698N/A
12/31/202355,4582,9106,0488,570N/A
9/30/202354,6952,7904,4037,441N/A
6/30/202353,2362,9083,0776,096N/A
3/31/202351,7783,0261,7514,751N/A
12/31/202249,8103,1961,7614,132N/A
9/30/202247,8433,3661,7723,514N/A
6/30/202245,6073,1383,2834,941N/A
3/31/202243,3702,9104,7946,368N/A
12/31/202141,4068315,3296,715N/A
9/30/202139,442-1,2475,8647,061N/A
6/30/202136,196-1,5546,7107,623N/A
3/31/202132,950-1,8627,5558,184N/A
12/31/202031,924-1177,1027,817N/A
9/30/202030,8981,6276,6487,450N/A
6/30/202033,1112,0365,6616,622N/A
3/31/202035,3232,4444,6745,793N/A
12/31/201935,2332,5744,7535,810N/A
9/30/201935,1442,7044,8325,827N/A
6/30/201934,6222,672N/A5,785N/A
3/31/201934,1012,640N/A5,743N/A
12/31/201833,0782,610N/A4,044N/A
9/30/201832,0552,570N/A3,744N/A
6/30/201830,2872,488N/A3,114N/A
3/31/201828,5202,407N/A2,483N/A
12/31/201726,5152,361N/A2,598N/A
9/30/201724,5112,315N/A2,714N/A
6/30/201724,0302,333N/A2,618N/A
3/31/201723,5492,351N/A2,522N/A
12/31/201623,1552,289N/A2,437N/A
9/30/201622,7622,226N/A2,352N/A
6/30/201621,9352,191N/A2,070N/A
3/31/201621,1082,156N/A1,789N/A
12/31/201519,8251,922N/A1,275N/A
9/30/201518,5421,688N/A761N/A
6/30/201517,3141,593N/A923N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.5% por año) de TFG está por debajo de la tasa de ahorro (9.8%).

Beneficios vs. Mercado: Se prevé que los beneficios (9.5% al año) de TFG crezcan menos que el mercado ZA (15.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de TFG crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.3% al año) de TFG crezcan más despacio que el mercado de ZA (7.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.3% al año) de TFG crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de TFG sea baja dentro de 3 años (10.6%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/04 01:56
Precio de las acciones al final del día2026/06/03 00:00
Beneficios2025/09/30
Ingresos anuales2025/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

The Foschini Group Limited está cubierta por 17 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Atiyyah VawdaAvior Capital Markets