The Foschini Group Limited

Report azionario JSE:TFG

Capitalizzazione di mercato: R19.1b

Foschini Group Crescita futura

Criteri Future verificati 2/6

Foschini Group prevede che gli utili e i ricavi cresceranno rispettivamente di 17.5% e 5.2% all'anno. Si prevede che l'EPS crescerà di 2.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.9% in 3 anni.

Informazioni chiave

17.5%

Tasso di crescita degli utili

2.29%

Tasso di crescita dell'EPS

Specialty Retail crescita degli utili11.2%
Tasso di crescita dei ricavi5.2%
Rendimento futuro del capitale proprio11.86%
Copertura analitica

Good

Ultimo aggiornamento17 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

JSE:TFG - Stime future degli analisti e dati finanziari passati (ZAR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202978,7735,399N/AN/A1
3/31/202868,8853,6663,747N/A6
3/31/202765,3303,0823,708N/A7
3/31/202662,7152,1621,996N/A7
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TFG ( 17.5% all'anno) è superiore al tasso di risparmio ( 9.8% ).

Guadagni vs Mercato: Si prevede che gli utili di TFG ( 17.5% all'anno) cresceranno più rapidamente del mercato ZA ( 15.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TFG cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di TFG ( 5.2% all'anno) crescerà più lentamente rispetto al mercato ZA ( 6.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TFG ( 5.2% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TFG sarà basso tra 3 anni ( 11.9 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 09:32
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2025/09/30
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The Foschini Group Limited è coperta da 18 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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