Annuncio • Aug 01
Lewis Group Limited, Annual General Meeting, Oct 24, 2026 Lewis Group Limited, Annual General Meeting, Oct 24, 2026. Recent Insider Transactions • Jul 28
CFO & Executive Director recently sold R3.1m worth of stock On the 21st of July, Jacques Bestbier sold around 34k shares on-market at roughly R92.29 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth R13m. Jacques has been a net seller over the last 12 months, reducing personal holdings by R15m. Upcoming Dividend • Jul 15
Upcoming dividend of R5.60 per share Eligible shareholders must have bought the stock before 22 July 2026. Payment date: 27 July 2026. Payout ratio is a comfortable 54% and the cash payout ratio is 97%. Trailing yield: 9.1%. Within top quartile of South African dividend payers (7.4%). Higher than average of industry peers (4.8%). Recent Insider Transactions • Jul 12
CEO & Executive Director recently bought R7.4m worth of stock On the 3rd of July, Johan Enslin bought around 76k shares on-market at roughly R98.00 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Johan has been a net seller over the last 12 months, reducing personal holdings by R51m. Recent Insider Transactions • Jul 05
CEO & Executive Director recently sold R7.5m worth of stock On the 30th of June, Johan Enslin sold around 83k shares on-market at roughly R90.62 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R13m. Johan has been a net seller over the last 12 months, reducing personal holdings by R71m. Recent Insider Transactions • Jul 01
CEO & Executive Director recently sold R4.7m worth of stock On the 24th of June, Johan Enslin sold around 51k shares on-market at roughly R91.73 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R13m. Johan has been a net seller over the last 12 months, reducing personal holdings by R64m. New Risk • Jun 30
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R7.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Significant insider selling over the past 3 months (R7.9m sold). Recent Insider Transactions • Jun 23
CEO & Executive Director recently sold R5.5m worth of stock On the 18th of June, Johan Enslin sold around 60k shares on-market at roughly R90.90 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Johan has been a net seller over the last 12 months, reducing personal holdings by R46m. Buy Or Sell Opportunity • Jun 01
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at R89.50. The fair value is estimated to be R73.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 34%. Declared Dividend • May 31
Final dividend increased to R5.60 Dividend of R5.60 is 12% higher than last year. Ex-date: 22nd July 2026 Payment date: 27th July 2026 Dividend yield will be 10%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (2% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 29
Full year 2026 earnings released: EPS: R16.46 (vs R14.57 in FY 2025) Full year 2026 results: EPS: R16.46 (up from R14.57 in FY 2025). Revenue: R10.3b (up 11% from FY 2025). Net income: R853.8m (up 13% from FY 2025). Profit margin: 8.3% (up from 8.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 31% per year. Annuncio • May 28
Lewis Group Limited to Report First Half, 2027 Results on Nov 19, 2026 Lewis Group Limited announced that they will report first half, 2027 results on Nov 19, 2026 Annuncio • Apr 29
Lewis Group Limited to Report Fiscal Year 2026 Final Results on Jun 30, 2026 Lewis Group Limited announced that they will report fiscal year 2026 final results at 9:00 AM, South Africa Standard Time on Jun 30, 2026 Buy Or Sell Opportunity • Feb 20
Now 21% undervalued Over the last 90 days, the stock has risen 10% to R91.50. The fair value is estimated to be R115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 31%. Annuncio • Jan 27
Lewis Group Limited to Report Q4, 2026 Results on May 28, 2026 Lewis Group Limited announced that they will report Q4, 2026 results on May 28, 2026 Upcoming Dividend • Jan 14
Upcoming dividend of R3.37 per share Eligible shareholders must have bought the stock before 21 January 2026. Payment date: 26 January 2026. Payout ratio is a comfortable 55% and the cash payout ratio is 81%. Trailing yield: 8.8%. Within top quartile of South African dividend payers (7.2%). Higher than average of industry peers (4.3%). Recent Insider Transactions • Dec 11
Independent Non-Executive Chairman recently bought R220k worth of stock On the 3rd of December, Hilton Saven bought around 3k shares on-market at roughly R85.88 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Hilton's only on-market trade for the last 12 months. Recent Insider Transactions • Nov 27
CFO & Executive Director recently sold R4.3m worth of stock On the 25th of November, Jacques Bestbier sold around 53k shares on-market at roughly R82.03 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacques has been a net seller over the last 12 months, reducing personal holdings by R24m. Declared Dividend • Nov 23
Final dividend of R3.37 announced Shareholders will receive a dividend of R3.37. Ex-date: 21st January 2026 Payment date: 26th January 2026 Dividend yield will be 10%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Oct 27
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.4% to R82.50. The fair value is estimated to be R68.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 22%. Upcoming Dividend • Jul 16
Upcoming dividend of R5.00 per share Eligible shareholders must have bought the stock before 23 July 2025. Payment date: 28 July 2025. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 12%. Within top quartile of South African dividend payers (8.3%). Higher than average of industry peers (3.5%). Annuncio • Jul 16
Peregrine Capital (Pty) Limited acquired 6.19% stake in Lewis Group Limited (JSE:LEW). Peregrine Capital (Pty) Limited acquired 6.19% stake in Lewis Group Limited (JSE:LEW) on July 16, 2025.
Peregrine Capital (Pty) Limited completed the acquisition of 6.19% stake in Lewis Group Limited (JSE:LEW) on July 16, 2025. Annuncio • Jun 28
Lewis Group Limited, Annual General Meeting, Oct 24, 2025 Lewis Group Limited, Annual General Meeting, Oct 24, 2025. Buy Or Sell Opportunity • Jun 02
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 20% to R83.90. The fair value is estimated to be R69.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 22%. Declared Dividend • Jun 01
Final dividend increased to R5.00 Dividend of R5.00 is 67% higher than last year. Ex-date: 23rd July 2025 Payment date: 28th July 2025 Dividend yield will be 9.7%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (8% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 1.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 29
Full year 2025 earnings released: EPS: R14.57 (vs R8.06 in FY 2024) Full year 2025 results: EPS: R14.57 (up from R8.06 in FY 2024). Revenue: R9.29b (up 14% from FY 2024). Net income: R754.9m (up 73% from FY 2024). Profit margin: 8.1% (up from 5.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year. Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to R78.00, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 8x in the Specialty Retail industry in South Africa. Total returns to shareholders of 108% over the past three years. Annuncio • Jan 27
Lewis Group Limited to Report Fiscal Year 2025 Results on May 22, 2025 Lewis Group Limited announced that they will report fiscal year 2025 results on May 22, 2025 Upcoming Dividend • Jan 15
Upcoming dividend of R3.00 per share Eligible shareholders must have bought the stock before 22 January 2025. Payment date: 27 January 2025. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Lower than top quartile of South African dividend payers (7.9%). Higher than average of industry peers (3.0%). Recent Insider Transactions • Dec 12
CEO & Executive Director recently sold R6.5m worth of stock On the 9th of December, Johan Enslin sold around 81k shares on-market at roughly R80.44 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Johan has been a net seller over the last 12 months, reducing personal holdings by R17m. Recent Insider Transactions • Nov 29
CFO, Debt Officer & Executive Director recently sold R3.2m worth of stock On the 26th of November, Jacques Bestbier sold around 40k shares on-market at roughly R78.85 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacques has been a net seller over the last 12 months, reducing personal holdings by R10m. Declared Dividend • Nov 24
Final dividend increased to R3.00 Dividend of R3.00 is 50% higher than last year. Ex-date: 22nd January 2025 Payment date: 27th January 2025 Dividend yield will be 7.8%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Oct 31
Lewis Group Limited to Report First Half, 2025 Results on Nov 21, 2024 Lewis Group Limited announced that they will report first half, 2025 results on Nov 21, 2024 Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to R71.00, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total returns to shareholders of 126% over the past three years. Upcoming Dividend • Jul 17
Upcoming dividend of R3.00 per share Eligible shareholders must have bought the stock before 24 July 2024. Payment date: 29 July 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of South African dividend payers (8.7%). Higher than average of industry peers (3.9%). Recent Insider Transactions • Jul 17
Human Resources Director recently sold R718k worth of stock On the 11th of July, Waleed Achmat sold around 13k shares on-market at roughly R55.28 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth R8.1m. Insiders have been net sellers, collectively disposing of R37m more than they bought in the last 12 months. Recent Insider Transactions • Jul 09
CEO & Executive Director recently sold R3.8m worth of stock On the 2nd of July, Johan Enslin sold around 67k shares on-market at roughly R57.08 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R8.1m. Johan has been a net seller over the last 12 months, reducing personal holdings by R16m. Recent Insider Transactions • Jul 05
CEO & Executive Director recently sold R4.6m worth of stock On the 28th of June, Johan Enslin sold around 81k shares on-market at roughly R56.77 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R8.1m. Johan has been a net seller over the last 12 months, reducing personal holdings by R13m. Reported Earnings • Jun 04
Full year 2024 earnings released: EPS: R8.06 (vs R6.89 in FY 2023) Full year 2024 results: EPS: R8.06 (up from R6.89 in FY 2023). Revenue: R8.18b (up 9.4% from FY 2023). Net income: R436.4m (up 7.2% from FY 2023). Profit margin: 5.3% (down from 5.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jun 03
First half dividend increased to R3.00 Dividend of R3.00 is 38% higher than last year. Ex-date: 24th July 2024 Payment date: 29th July 2024 Dividend yield will be 10%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Apr 24
Coronation Asset Management Proprietary Ltd. acquired additional unknown minority stake in Lewis Group Limited (JSE:LEW). Coronation Asset Management Proprietary Ltd. acquired additional unknown minority stake in Lewis Group Limited (JSE:LEW) on April 23, 2024. After acquisition, Coronation Asset Management holding 25.28% stake.
Coronation Asset Management Proprietary Ltd. completed the acquisition of additional unknown minority stake in Lewis Group Limited (JSE:LEW) on April 23, 2024. Annuncio • Jan 26
Lewis Group Limited to Report Fiscal Year 2024 Results on May 30, 2024 Lewis Group Limited announced that they will report fiscal year 2024 results on May 30, 2024 Upcoming Dividend • Jan 10
Upcoming dividend of R2.00 per share at 9.8% yield Eligible shareholders must have bought the stock before 17 January 2024. Payment date: 22 January 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 9.8%. Within top quartile of South African dividend payers (9.2%). Higher than average of industry peers (4.3%). Reported Earnings • Dec 05
First half 2024 earnings released: EPS: R3.55 (vs R3.46 in 1H 2023) First half 2024 results: EPS: R3.55. Revenue: R3.83b (up 8.3% from 1H 2023). Net income: R194.8m (down 6.2% from 1H 2023). Profit margin: 5.1% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Annuncio • Nov 30
Lewis Group Limited, Annual General Meeting, Oct 18, 2024 Lewis Group Limited, Annual General Meeting, Oct 18, 2024. Annuncio • Oct 13
Changes Lewis Group Limited Announces Committee Changes Lewis Group Limited at its AGM held on October 12, 2023, approved the following resolutions: Election of Ms. Daphne Motsepe as a member of the audit committee, Election of Mr. Tapiwa Njikizana as a member of the audit committee, and Election of Mr. Brendan Deegan as a member of the audit committee. Annuncio • Sep 02
Lewis Group Limited Announces the Resignation of Fatima Abrahams as an Independent Non-Executive Director from the Audit Committee shareholders are hereby advised that Prof Fatima Abrahams will step down and not avail herself for election, as a member of the Audit Committee at Lewis Group Limited's upcoming Annual General Meeting, scheduled for 12 October 2023. Prof Fatima Abrahams will continue to serve as the lead independent non-executive director of the Board, Chairperson of the Remuneration and Social, Ethics and Transformation Committees, and member of the Nominations Committee. Annuncio • Aug 11
Peresec Prime Brokers (Pty) Ltd acquired a 10.44% stake in Lewis Group Limited (JSE:LEW). Peresec Prime Brokers (Pty) Ltd acquired a 10.44% stake in Lewis Group Limited (JSE:LEW) on August 10, 2023. Peresec Prime Brokers (Pty) Ltd completed the acquisition of a 10.44% stake in Lewis Group Limited (JSE:LEW) on August 10, 2023. Recent Insider Transactions • Aug 06
Human Resources Director recently sold R665k worth of stock On the 2nd of August, Waleed Achmat sold around 17k shares on-market at roughly R38.28 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth R16m. Insiders have been net sellers, collectively disposing of R32m more than they bought in the last 12 months. Upcoming Dividend • Jul 12
Upcoming dividend of R2.18 per share at 11% yield Eligible shareholders must have bought the stock before 19 July 2023. Payment date: 24 July 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of South African dividend payers (10.0%). Higher than average of industry peers (5.0%). New Risk • Jun 15
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R31m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (R31m sold). Recent Insider Transactions • Jun 15
CEO & Executive Director recently sold R16m worth of stock On the 8th of June, Johan Enslin sold around 399k shares on-market at roughly R39.76 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Johan's only on-market trade for the last 12 months. Reported Earnings • May 26
Full year 2023 earnings released: EPS: R6.89 (vs R7.31 in FY 2022) Full year 2023 results: EPS: R6.89 (down from R7.31 in FY 2022). Revenue: R7.48b (up 3.1% from FY 2022). Net income: R407.1m (down 16% from FY 2022). Profit margin: 5.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 25
Lewis Group Limited Announces Final Cash Dividend in Respect of the Year-Ended 31 March 2023, Payable on 24 July 2023 Lewis Group Limited announced that hereby given that a final gross cash dividend of 218 cents per share in respect of the year-ended 31 March 2023 has been declared payable to holders of ordinary shares. The number of shares in issue as of the date of declaration is 57 259 052. The dividend has been declared out of income reserves and is subject to a dividend tax of 20%. The dividend for determining the dividend tax is 218 cents and the dividend tax payable is 43.6 cents for shareholders who are not exempt. The net dividend for shareholders who are not exempt will therefore be 174.4 cents. The dividend tax rate may be reduced where the shareholder is tax resident in a foreign jurisdiction which has a Double Tax Convention with South Africa and meets the requirements for a reduced tax rate. Last date to trade "cum" dividend is 18 July 2023. Date trading commences "ex" dividend is 19 July 2023Record date is 21 July 2023. Date of payment is 24 July 2023. Recent Insider Transactions • Apr 08
Human Resources Director recently sold R698k worth of stock On the 30th of March, Waleed Achmat sold around 17k shares on-market at roughly R41.92 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Board Change • Mar 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Brendan Deegan was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jan 11
Upcoming dividend of R1.95 per share Eligible shareholders must have bought the stock before 18 January 2023. Payment date: 23 January 2023. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 8.4%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (4.6%). Upcoming Dividend • Jul 13
Upcoming dividend of R2.18 per share Eligible shareholders must have bought the stock before 20 July 2022. Payment date: 25 July 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 8.7%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (4.5%). Reported Earnings • May 29
Full year 2022 earnings released: EPS: R7.31 (vs R5.76 in FY 2021) Full year 2022 results: EPS: R7.31 (up from R5.76 in FY 2021). Revenue: R7.26b (up 7.9% from FY 2021). Net income: R483.1m (up 12% from FY 2021). Profit margin: 6.7% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Annuncio • May 19
Lewis Group Limited to Report Fiscal Year 2022 Results on May 26, 2022 Lewis Group Limited announced that they will report fiscal year 2022 results on May 26, 2022 Annuncio • Mar 06
Lewis Group Limited Announces Executive Changes Lewis Group Limited announced that Mrs. M.O Gibbons has been appointed as Company Secretary of Lewis with effect from 1 June 2022. Mr. R Lepart will act as Company Secretary from 1 May 2022 until 31 May 2022. Annuncio • Feb 03
Lewis Group Limited Announces Resignation of Ntokozo Makomba as Company Secretary, with Effect from April 30, 2022 Lewis Group Limited announced resignation of Ntokozo Makomba as company secretary, with effect from April 30, 2022. Upcoming Dividend • Jan 12
Upcoming dividend of R1.95 per share Eligible shareholders must have bought the stock before 19 January 2022. Payment date: 24 January 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of South African dividend payers (7.1%). Higher than average of industry peers (3.7%). Reported Earnings • Nov 26
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: R3.42 (up from R2.38 in 1H 2021). Revenue: R3.41b (up 12% from 1H 2021). Net income: R234.1m (up 28% from 1H 2021). Profit margin: 6.9% (up from 6.0% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 20
Lewis Group Limited Announces Update on Impact of Civil Unrest Lewis Group Limited announced update on Impact of Civil Unrest. The widespread violence and looting experienced in KwaZulu-Natal and parts of Gauteng last week has had a significant impact on the group's store operations. A total of 58 stores were looted and damaged and are currently not able to trade, including 54 stores in the `traditional' segment across the Lewis, Beares and Best Home & Electric brands and four UFO stores. At the height of the unrest last week over 260 stores across the group were closed as a precautionary measure to ensure the safety of employees and customers, and to minimise losses. Management is currently assessing the extent of the vandalismand it is too early to provide an estimate of the damage to the stores. The group has SA Special Risk Insurance Association (SASRIA) cover for losses arising from riot action. The group is working closely with its supply chain partners, landlords and other service providers to restore operations as speedily as possible. Besides the damaged stores, only seven other stores remain closed 19 July. Upcoming Dividend • Jul 15
Upcoming dividend of R1.95 per share Eligible shareholders must have bought the stock before 21 July 2021. Payment date: 26 July 2021. Trailing yield: 9.0%. Within top quartile of South African dividend payers (7.9%). Higher than average of industry peers (4.5%). Annuncio • Jun 30
LSV Asset Management acquired an additional unknown stake in Lewis Group Limited (JSE:LEW). LSV Asset Management acquired an additional unknown stake in Lewis Group Limited (JSE:LEW) on June 28, 2021. After the transaction, LSV Asset Management holds 5.06% stake in Lewis Group Limited.
LSV Asset Management completed the acquisition of an additional unknown stake in Lewis Group Limited (JSE:LEW) on June 28, 2021. Reported Earnings • May 28
Full year 2021 earnings released: EPS R5.76 (vs R2.32 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R6.73b (up 4.2% from FY 2020). Net income: R432.9m (up 137% from FY 2020). Profit margin: 6.4% (up from 2.8% in FY 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 18
Investor sentiment improved over the past week After last week's 17% share price gain to R33.88, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 16x in the Specialty Retail industry in South Africa. Total returns to shareholders of 14% over the past three years. Is New 90 Day High Low • Mar 09
New 90-day high: R27.74 The company is up 12% from its price of R24.74 on 09 December 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Specialty Retail industry, which is also up 12% over the same period. Is New 90 Day High Low • Jan 27
New 90-day high: R25.20 The company is up 57% from its price of R16.00 on 29 October 2020. The South African market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 24% over the same period. Valuation Update With 7 Day Price Move • Dec 01
Market bids up stock over the past week After last week's 20% share price gain to R23.25, the stock is trading at a trailing P/E ratio of 10x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 18x in the Specialty Retail industry in South Africa. Total returns to shareholders over the past three years are 6.3%. Annuncio • Nov 27
Lewis Group Limited, Annual General Meeting, Oct 22, 2021 Lewis Group Limited, Annual General Meeting, Oct 22, 2021. Valuation Update With 7 Day Price Move • Nov 27
Market bids up stock over the past week After last week's 18% share price gain to R23.06, the stock is trading at a trailing P/E ratio of 9.9x, up from the previous P/E ratio of 8.5x. This compares to an average P/E of 17x in the Specialty Retail industry in South Africa. Total returns to shareholders over the past three years are 7.0%. Is New 90 Day High Low • Nov 14
New 90-day high: R18.60 The company is up 35% from its price of R13.81 on 14 August 2020. The South African market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 32% over the same period. Valuation Update With 7 Day Price Move • Nov 13
Market bids up stock over the past week After last week's 15% share price gain to R18.47, the stock is trading at a trailing P/E ratio of 8x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 17x in the Specialty Retail industry in South Africa. Total return to shareholders over the past three years is a loss of 12%. Annuncio • Nov 12
An unknown buyer acquired 9.41% stake in Lewis Group Limited (JSE:LEW) from JP Morgan Equities South Africa (Pty) Ltd. An unknown buyer acquired 9.41% stake in Lewis Group Limited (JSE:LEW) from JP Morgan Equities South Africa (Pty) Ltd on November 10, 2020. After this transaction, J.P. Morgan Equities South Africa Proprietary Limited is no longer shareholder in Lewis Group.
An unknown buyer completed the acquisition of 9.41% stake in Lewis Group Limited (JSE:LEW) from JP Morgan Equities South Africa (Pty) Ltd on November 10, 2020. Annuncio • Oct 31
An unknown buyer acquired stake in Lewis Group Limited (JSE:LEW). An unknown buyer acquired stake in Lewis Group Limited (JSE:LEW) on October 30, 2020. As a result of this transaction, JP Morgan Equities South Africa (Pty) Ltd on behalf of its clients increased its stake to 10.38% of the issued share capital of the Lewis Group.
An unknown buyer completed the acquisition of stake in Lewis Group Limited (JSE:LEW) on October 30, 2020. Annuncio • Oct 30
Lewis Group Limited Appoints Jacques Bestbier as Debt Officer Lewis Group Limited announced that Jacques Bestbier has been appointed as debt officer of the Company with immediate effect. Annuncio • Sep 21
Lewis Group Limited(JSE:LEW) dropped from S&P Global BMI Index Lewis Group Limited(JSE:LEW) dropped from S&P Global BMI Index Annuncio • Aug 08
Lewis Group Limited to Report Fiscal Year 2020 Results on Aug 25, 2020 Lewis Group Limited announced that they will report fiscal year 2020 results on Aug 25, 2020