View ValuationRaubex Group 将来の成長Future 基準チェック /26Raubex Group利益と収益がそれぞれ年間13.8%と7.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.3% 14.3%なると予測されています。主要情報13.8%収益成長率14.29%EPS成長率Construction 収益成長11.0%収益成長率7.3%将来の株主資本利益率14.30%アナリストカバレッジLow最終更新日14 May 2026今後の成長に関する最新情報お知らせ • Sep 13Raubex Group Limited Provides Earnings Guidance for the Six Months Ended 31 August 2021Raubex Group Limited provides earnings guidance for the six months ended 31 August 2021. The company expects its earnings and headline earnings per share to be at least 123 cents and 117 cents respectively, for the six months ended 31 August 2021 compared with the loss per share of 25.2 cents and headline loss per share of 26.6 cents achieved in the previous corresponding period.すべての更新を表示Recent updatesUpcoming Dividend • May 20Upcoming dividend of R1.21 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).お知らせ • Apr 26+ 1 more updateRaubex Group Limited to Report First Half, 2027 Results on Nov 09, 2026Raubex Group Limited announced that they will report first half, 2027 results on Nov 09, 2026お知らせ • Nov 18An undisclosed buyer acquired an unknown minority stake in Raubex Group Limited (JSE:RBX) from Public Investment Corporation Limited.An undisclosed buyer acquired an unknown minority stake in Raubex Group Limited (JSE:RBX) from Public Investment Corporation Limited on November 18, 2025. The total beneficial interest in the ordinary shares of Raubex Group held by Public Investment Corporation, is now 24.278% of the total issued ordinary shares of Raubex Group. An undisclosed buyer completed the acquisition of an unknown minority stake in Raubex Group Limited (JSE:RBX) from Public Investment Corporation Limited on November 18, 2025.お知らせ • Oct 23Raubex Group Limited to Report Q2, 2026 Results on Nov 10, 2025Raubex Group Limited announced that they will report Q2, 2026 results on Nov 10, 2025お知らせ • Jul 25Raubex Group Limited Appoints Moses Zolinjani Ndese (Zweli) as Member of the Audit Committee, Risk Committee and Social and Ethics Committee Effective 1 August 2025Raubex Group Limited at its AGM held on July 25, 2025 approved appointment of Mr. Moses Zolinjani Ndese (Zweli) as member of the Audit Committee, Risk Committee and Social and Ethics Committee effective 1 August 2025.お知らせ • Jun 27Raubex Group Limited, Annual General Meeting, Jul 25, 2025Raubex Group Limited, Annual General Meeting, Jul 25, 2025.お知らせ • Jun 03Raubex Group Limited Declares Gross Final Cash Dividend for the Year Ended 28 February 2025, Payable on 23 June 2025The board of Raubex Group Limited has declared a gross final cash dividend from income reserves of 104 cents per share on 29 May 2025 for the year ended 28 February 2025. The salient dates for the payment of the dividend are as follows: Commence trading ex dividend, 18 June 2025; Record date: 20 June 2025 and Payment date: 23 June 2025.お知らせ • May 09Raubex Group Limited to Report Fiscal Year 2025 Results on May 12, 2025Raubex Group Limited announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Jan 27Raubex Group Limited Appoints of Moses Zolinjani Ndese as Independent Non-Executive DirectorRaubex Group Limited announced that Mr. Moses Zolinjani Ndese ("Zweli"), has been appointed as an Independent Non-Executive Director of the Board of Raubex with effect from 24 January 2025. Zweli has a National Higher Diploma in Metalliferous Mining from the Technikon Witwatersrand, a Mine Manager's Certificate of Competency from the Department of Minerals and Energy, and a Master of Business Administration from the Milpark Business School. He also has a Certificate in Leadership Development from the University of Johannesburg, and a Certificate of competence in Safety, Health and Environmental Risk Management from the University of the Witwatersrand. Zweli is an experienced executive with a career spanning over 25 years in the mining industry. He brings a wealth of experience in strategic planning to develop and implement robust medium and long-term business plans that drive sustainable growth, operational excellence to ensure the achievement of business plans across key areas including production, costs, quality, health and safety, people development and succession planning. He is also well versed in business improvement to initiate and execute projects that drive growth. His experience also includes project execution and stakeholder management. After completing the Management Trainee Program at Anglogold Ashanti, Zweli went on to hold senior mine operations roles at various reputable mining companies including Goldfields, Anglo American Platinum and Sibanye-Stillwater, with his most recent executive position being Regional General Manager Operations, at Harmony Gold Mining Company Limited until his early retirement in May 2024. Much earlier in his career he also gathered experience in the Department of Mineral Resources as a Mining Inspector in the Directorate of Mine Health and Safety.Declared Dividend • Nov 14First half dividend of R0.94 announcedShareholders will receive a dividend of R0.94. Ex-date: 27th November 2024 Payment date: 2nd December 2024 Dividend yield will be 41%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 18Raubex Group Limited to Report First Half, 2025 Results on Nov 11, 2024Raubex Group Limited announced that they will report first half, 2025 results on Nov 11, 2024Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €2.26, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 56% over the past three years.Recent Insider Transactions • Aug 11Non-Executive Chairman recently sold €418k worth of stockOn the 6th of August, Rudolf Fourie sold around 192k shares on-market at roughly €2.18 per share. This transaction amounted to 11% 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 Rudolf's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.36, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 59% over the past three years.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.04, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.81, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 12% over the past three years.Reported Earnings • May 13Full year 2024 earnings released: EPS: R4.72 (vs R3.91 in FY 2023)Full year 2024 results: EPS: R4.72 (up from R3.91 in FY 2023). Revenue: R17.4b (up 14% from FY 2023). Net income: R847.6m (up 20% from FY 2023). Profit margin: 4.9% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Raubex Group Limited to Report Fiscal Year 2024 Results on May 13, 2024Raubex Group Limited announced that they will report fiscal year 2024 results on May 13, 2024お知らせ • Mar 06Raubex Group Limited, Annual General Meeting, Jul 26, 2024Raubex Group Limited, Annual General Meeting, Jul 26, 2024.お知らせ • Feb 28Raubex Group Limited Announces Changes to Board CommitteesRaubex Group Limited approved Succession Policy, the Board of Directors of the Company wishes to advise shareholders of the restructuring of the following Board Committees with immediate effect - Audit Committee: Mr. Bryan Kent will step down as the Chairman of the Audit Committee but will remain a member of the Committee to achieve continuity and a smooth succession and transfer of historical knowledge to Ms Modi Hlobo, who will be taking over as Chairperson of the Committee. Ms Modi Hlobo is appointed as Chairperson of the Audit Committee. Following implementation of above, the Audit Committee members will be as follows - Modi Hlobo (Chairperson), Bryan Kent (Member), Setshego Bogatsu (Member) and Nosisa Fubu (Member). Risk Committee: Mr. Bryan Kent will step down as the Chairman of the Risk Committee but will remain a member of the Committee to achieve continuity and a smooth succession and transfer of historical knowledge to Ms Modi Hlobo, who will be taking over as Chairperson of the Committee. Ms Modi Hlobo is appointed as Chairperson of the Risk Committee. Mr. Jaco Louw has resigned as a member of the Risk Committee. Mr. Sam Odendaal has been appointed as a member of the Risk Committee. Following implementation of above, the Risk Committee members will be as follows - Modi Hlobo (Chairperson), Bryan Kent (Member), Felicia Msiza (Member), Nosisa Fubu (Member) and Sam Odendaal (Member). Remuneration and Nomination Committee (Remco): Ms Setshego Bogatsu will step down as Chairperson of Remco but will remain a member of the Committee to achieve continuity and a smooth succession and transfer of historical knowledge to Ms Nosisa Fubu, who will be taking over as Chairperson of the Committee. Ms Nosisa Fubu is appointed as Chairperson of Remco. Following implementation of above, the Remco members will be as follows -Nosisa Fubu (Chairperson), Setshego Bogatsu (Member), Bryan Kent (Member) and Rudolf Fourie (Member).Upcoming Dividend • Nov 23Upcoming dividend of R0.63 per share at 4.9% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.8%).Reported Earnings • Nov 19First half 2024 earnings released: EPS: R1.93 (vs R1.62 in 1H 2023)First half 2024 results: EPS: R1.93 (up from R1.62 in 1H 2023). Revenue: R8.45b (up 14% from 1H 2023). Net income: R346.1m (up 19% from 1H 2023). Profit margin: 4.1% (up from 4.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Oct 01Raubex Group Limited Announces Board ChangesThe board of directors of Raubex Group Limited announced the following change to the risk committee with immediate effect. Risk Committee: Robert Shedlock has resigned as a member of the Risk Committee; Jaco Louw is appointed as a member of the Risk Committee. Following implementation of above, the Risk Committee members will be as follows: Bryan Kent (Chairman); Felicia Msiza (Member); Nosisa Fubu (Member); Modi Hlobo (Member); Jaco Louw (Member).Buying Opportunity • Sep 27Now 22% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €1.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 53%.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.39, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 61% over the past three years.Recent Insider Transactions • Aug 10Executive Director recently sold €180k worth of stockOn the 8th of August, Dirk Lourens sold around 149k shares on-market at roughly €1.21 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €958k more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.36, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 23% over the past three years.Buying Opportunity • May 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €1.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 53%.お知らせ • May 30Raubex Group Limited Appoints Modi Hlobo as Independent Non-Executive Director of the BoardRaubex Group Limited announced that Ms. Modi Hlobo ("Modi") has been appointed as an Independent Non-Executive Director of the Board of Raubex with effect from 29 May 2023. Modi is a Chartered Accountant (SA) and also holds a BCom, BCompt (Hons), CTA, Masters in Financial Management and PhD (Accounting) degrees. She is currently a Senior Lecturer in Financial Management at the School of Accounting at the University of Johannesburg. Modi was previously a Private Equity and Investment Banking Senior Investment and Portfolio Officer at the Development Bank of South Africa. She also worked at the National Empowerment Fund for two years. She completed her articles at ABSA Group Ltd. as an Internal Auditor (Commercial Banking). Modi has held a number of Non-Executive Director positions at various public and private organisations, including Acsion Limited and PSG Group Limited. She has also served on a number of Audit Committees as Chairperson. Further to above appointment, including also the SENS announcement dated 21 April 2023 wherein shareholders were advised of the passing of Les Maxwell, and in accordance with paragraph 3.59(c) of the JSE Listings Requirements, shareholders are now advised of the following changes to the Board Committees with effect from 29 May 2023: Audit Committee: Ms Modi Hlobo is appointed as a member of the Audit Committee, subject to approval by shareholders of the Company at the next Annual General Meeting. Mr. Bryan Kent is appointed as the Chairman of the Audit Committee. Following above, the Audit Committee members will be as follows: Bryan Kent (Chairman); Setshego Bogatsu (Member); Nosisa Fubu (Member); Modi Hlobo (Member). Risk Committee: Ms Modi Hlobo is appointed as a member of the Risk Committee. Following implementation of above, the Risk Committee members will be as follows: Bryan Kent (Chairman); Robert Shedlock (Member); Felicia Msiza (Member); Nosisa Fubu (Member); Modi Hlobo (Member). Remuneration and Nomination Committee (Remco): Ms Setshego Bogatsu is appointed as the Chairperson of Remco. Ms Nosisa Fubu is appointed as a member of Remco. Following above, the Remco members will be as follows: Setshego Bogatsu (Chairperson); Bryan Kent (Member); Rudolf Fourie (Member); Nosisa Fubu (Member).Upcoming Dividend • May 24Upcoming dividend of R0.76 per share at 5.0% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).Reported Earnings • May 19Full year 2023 earnings released: EPS: R3.91 (vs R3.06 in FY 2022)Full year 2023 results: EPS: R3.91 (up from R3.06 in FY 2022). Revenue: R15.3b (up 32% from FY 2022). Net income: R704.3m (up 28% from FY 2022). Profit margin: 4.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Raubex Group Limited Declares Final Cash Dividend for the Year Ended 28 February 2023, Payable on June 5, 2023Raubex Group Limited declared a gross final cash dividend from income reserves of 76 cents per share on 9 May 2023 for the period ended 28 February 2023. The salient dates for the payment of the dividend are as: Last day to trade cum dividend; 30 May 2023, Commence trading ex dividend; 31 May 2023. Record date; 2 June 2023. Payment date; 5 June 2023.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nosisa Fubu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €1.33, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 62% over the past three years.お知らせ • Jan 10Public Investment Corporation Limited acquired additional unknown minority stake in Raubex Group Limited (JSE:RBX).Public Investment Corporation Limited acquired additional unknown minority stake in Raubex Group Limited (JSE:RBX) on January 9, 2023. Public Investment Corporation Limited increase its ownership to 25.07%. Public Investment Corporation Limited completed the acquisition of additional unknown minority stake in Raubex Group Limited (JSE:RBX) on January 9, 2023.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.34, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Construction industry in Europe. Negligible returns to shareholders over past three years.Upcoming Dividend • Nov 23Upcoming dividend of R0.53 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Setshego Bogatsu was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 08First half 2023 earnings released: EPS: R1.62 (vs R1.41 in 1H 2022)First half 2023 results: EPS: R1.62 (up from R1.41 in 1H 2022). Revenue: R7.38b (up 23% from 1H 2022). Net income: R291.7m (up 15% from 1H 2022). Profit margin: 4.0% (down from 4.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05+ 2 more updatesRaubex Group Limited, Annual General Meeting, Jul 28, 2023Raubex Group Limited, Annual General Meeting, Jul 28, 2023.Recent Insider Transactions • Aug 17Non-Executive Deputy Chairman recently sold €664k worth of stockOn the 12th of August, Rudolf Fourie sold around 314k shares on-market at roughly €2.12 per share. In the last 3 months, they made an even bigger sale worth €4.2m. Rudolf has been a seller over the last 12 months, reducing personal holdings by €4.9m.お知らせ • Jun 30Raubex Group Limited, Annual General Meeting, Aug 05, 2022Raubex Group Limited, Annual General Meeting, Aug 05, 2022, at 10:00 South Africa Standard Time.Upcoming Dividend • May 25Upcoming dividend of R0.54 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.6%).Reported Earnings • May 17Full year 2022 earnings released: EPS: R3.06 (vs R0.87 in FY 2021)Full year 2022 results: EPS: R3.06 (up from R0.87 in FY 2021). Revenue: R11.6b (up 31% from FY 2021). Net income: R552.0m (up 249% from FY 2021). Profit margin: 4.8% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 22%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Setshego Bogatsu was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 27Public Investment Corporation Limited acquired an unknown additional stake in Raubex Group Limited (JSE : RBX).Public Investment Corporation Limited acquired an unknown additional stake in Raubex Group Limited (JSE : RBX) on April 26, 2022. Following this acquisition, Public Investment Corporation now holds a 15.24% interest in the total issued ordinary shares of Raubex Group. Public Investment Corporation Limited completed the acquisition of an unknown additional stake in Raubex Group Limited (JSE : RBX) on April 26, 2022.お知らせ • Mar 29Raubex Group Limited to Report Fiscal Year 2022 Results on May 16, 2022Raubex Group Limited announced that they will report fiscal year 2022 results on May 16, 2022Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €2.34, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 106% over the past three years.Upcoming Dividend • Nov 24Upcoming dividend of R0.47 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.0%).Reported Earnings • Nov 10First half 2022 earnings released: EPS R1.41 (vs R0.25 loss in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: R5.99b (up 52% from 1H 2021). Net income: R254.1m (up R299.6m from 1H 2021). Profit margin: 4.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to €2.02, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Construction industry in Europe. Total returns to shareholders of 67% over the past three years.お知らせ • Sep 24Truffle Asset Management (Pty) Ltd acquired 5.47% stake in Raubex Group Limited (JSE:RBX).Truffle Asset Management (Pty) Ltd acquired 5.47% stake in Raubex Group Limited (JSE:RBX) on September 22, 2021. Truffle Asset Management (Pty) Ltd completed the acquisition of 5.47% stake in Raubex Group Limited (JSE:RBX) on September 22, 2021.お知らせ • Sep 13Raubex Group Limited Provides Earnings Guidance for the Six Months Ended 31 August 2021Raubex Group Limited provides earnings guidance for the six months ended 31 August 2021. The company expects its earnings and headline earnings per share to be at least 123 cents and 117 cents respectively, for the six months ended 31 August 2021 compared with the loss per share of 25.2 cents and headline loss per share of 26.6 cents achieved in the previous corresponding period.Recent Insider Transactions • Jul 16CEO & Executive Director recently sold €1.9m worth of stockOn the 13th of July, Rudolf Fourie sold around 1m shares on-market at roughly €1.76 per share. This was the largest sale by an insider in the last 3 months. This was Rudolf's only on-market trade for the last 12 months.Executive Departure • Jun 01Financial Director & Executive Director has left the companyOn the 31st of May, James Gibson's tenure as Financial Director & Executive Director ended after 7.9 years in the role. As of March 2021, James personally held 365.73k shares (€567k worth at the time). James is the only executive to leave the company over the last 12 months.Upcoming Dividend • May 19Upcoming dividend of R0.29 per shareEligible shareholders must have bought the stock before 26 May 2021. Payment date: 31 May 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.8%).Reported Earnings • May 16Full year 2021 earnings released: EPS R0.87 (vs R1.39 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: R8.85b (up 1.3% from FY 2020). Net income: R158.1m (down 37% from FY 2020). Profit margin: 1.8% (down from 2.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Feb 27Raubex Group Limited Announces Resignation of James Gibson as Financial Director, Effective 31 May 2021Raubex Group Limited announced that Mr. James Gibson has tendered his resignation as financial director of the Company effective 31 May 2021. James joined Raubex in July 2006 as the group financial accountant where he played a significant role in developing the financial reporting function of the Company, and was later appointed as the financial director of the Company in July 2013.Is New 90 Day High Low • Feb 03New 90-day high: €1.37The company is up 33% from its price of €1.03 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.24 per share.Is New 90 Day High Low • Nov 20New 90-day high: €1.31The company is up 16% from its price of €1.13 on 21 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.90 per share.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 18% share price gain to R1.26, the stock is trading at a trailing P/E ratio of 49.7x, up from the previous P/E ratio of 42.2x. This compares to an average P/E of 12x in the Construction industry in Europe. Total returns to shareholders over the past three years are 22%.お知らせ • Nov 18Raubex Group Limited Receives Notification of Significant Contract AwardsRaubex has received notification of the following contract awards from the South African National Roads Agency SOC Limited: (1) Contract SANRAL N.002-260-2018/9 for the upgrading of National Route 2 from Kwamashu Interchange, Section 25 (Km28.6) to Umdloti River Bridge, Section 26 (Km 14.0) in the amount of ZAR 1.43 billion (including VAT) for a contract period of 40 months. (2) Contract SANRAL N.003-020-2017/8 for the upgrade to National Route 3, Section 2, from Cato Ridge (Km20.2) to Dardanelles (Km 26.6) in the amount of ZAR 1.44 billion (including VAT) for a contract period of 51 months. These awards have increased the Company's secured order book to ZAR 14.23 billion.Reported Earnings • Nov 12First half 2021 earnings released: R0.25 loss per shareThe company reported a poor first half result with weaker earnings, revenues and control over expenses. First half 2021 results: Revenue: R3.94b (down 11% from 1H 2020). Net loss: R45.5m (down 139% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 16%, compared to a 1.2% growth forecast for the Construction industry in Germany.Valuation Update With 7 Day Price Move • Oct 19Market bids up stock over the past weekAfter last week's 16% share price gain to R1.22, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 11x in the Construction industry in Europe. Total returns to shareholders over the past three years are 5.0%.Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 18% share price gain to R1.16, the stock is trading at a trailing P/E ratio of 17.2x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 11x in the Construction industry in Europe. Total returns to shareholders over the past three years were flat.Is New 90 Day High Low • Oct 02New 90-day low: €0.92The company is down 16% from its price of €1.10 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.21 per share.お知らせ • Aug 16Raubex Group Limited to Report First Half, 2021 Results on Nov 09, 2020Raubex Group Limited announced that they will report first half, 2021 results on Nov 09, 2020お知らせ • Aug 09Raubex Group Limited Omits Final Dividend for the Year Ended February 29, 2020Raubex Group Limited announced that Due to the Covid-19 cash preservation measures taken by the group, no final dividend in respect of the year ended 29 February 2020 was declared.業績と収益の成長予測DB:B7P - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/202927,0861,6952,9052,90512/29/202826,2291,5131,8732,65222/28/202723,9251,3451,6792,39612/28/202622,0481,10051,167N/A11/30/202521,5071,055-571,134N/A8/31/202520,9671,011-1191,102N/A5/31/202521,0221,0472291,530N/A2/28/202521,0771,0825771,959N/A11/30/202420,5061,0486942,116N/A8/31/202419,9341,0148112,273N/A5/31/202418,6809312961,877N/A2/29/202417,425848-2191,481N/A11/30/202316,901803-1421,586N/A8/31/202316,376759-651,691N/A5/31/202315,8427321871,641N/A2/28/202315,3077044381,591N/A11/30/202214,1376482191,197N/A8/31/202212,967591-1802N/A5/31/202212,273573-65684N/A2/28/202211,578554-130566N/A11/30/202111,237506-7609N/A8/31/202110,896458115652N/A5/31/20219,871308409886N/A2/28/20218,8461587031,120N/A11/30/20208,5611244941,005N/A8/31/20208,27589285889N/A5/31/20208,505171147740N/A2/29/20208,7352529590N/A11/30/20198,585181N/A656N/A8/31/20198,434110N/A722N/A5/31/20198,47784N/A669N/A2/28/20198,51958N/A616N/A11/30/20188,438152N/A659N/A8/31/20188,358246N/A701N/A5/31/20188,450335N/A774N/A2/28/20188,542424N/A846N/A11/30/20178,726396N/A886N/A8/31/20178,910369N/A925N/A5/31/20178,958371N/A955N/A2/28/20179,006372N/A984N/A11/30/20168,904429N/A971N/A8/31/20168,802486N/A958N/A5/31/20168,364466N/A888N/A2/29/20167,926445N/A817N/A11/30/20157,666428N/A616N/A8/31/20157,407410N/A415N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: B7Pの予測収益成長率 (年間13.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: B7Pの収益 ( 13.8% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: B7Pの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: B7Pの収益 ( 7.3% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: B7Pの収益 ( 7.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: B7Pの 自己資本利益率 は、3年後には低くなると予測されています ( 14.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 16:56終値2026/05/29 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Raubex Group Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Horatius MalulekaBofA Global ResearchRowan GoellerChronux ResearchMurray ConnellanHSBC4 その他のアナリストを表示
お知らせ • Sep 13Raubex Group Limited Provides Earnings Guidance for the Six Months Ended 31 August 2021Raubex Group Limited provides earnings guidance for the six months ended 31 August 2021. The company expects its earnings and headline earnings per share to be at least 123 cents and 117 cents respectively, for the six months ended 31 August 2021 compared with the loss per share of 25.2 cents and headline loss per share of 26.6 cents achieved in the previous corresponding period.
Upcoming Dividend • May 20Upcoming dividend of R1.21 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).
お知らせ • Apr 26+ 1 more updateRaubex Group Limited to Report First Half, 2027 Results on Nov 09, 2026Raubex Group Limited announced that they will report first half, 2027 results on Nov 09, 2026
お知らせ • Nov 18An undisclosed buyer acquired an unknown minority stake in Raubex Group Limited (JSE:RBX) from Public Investment Corporation Limited.An undisclosed buyer acquired an unknown minority stake in Raubex Group Limited (JSE:RBX) from Public Investment Corporation Limited on November 18, 2025. The total beneficial interest in the ordinary shares of Raubex Group held by Public Investment Corporation, is now 24.278% of the total issued ordinary shares of Raubex Group. An undisclosed buyer completed the acquisition of an unknown minority stake in Raubex Group Limited (JSE:RBX) from Public Investment Corporation Limited on November 18, 2025.
お知らせ • Oct 23Raubex Group Limited to Report Q2, 2026 Results on Nov 10, 2025Raubex Group Limited announced that they will report Q2, 2026 results on Nov 10, 2025
お知らせ • Jul 25Raubex Group Limited Appoints Moses Zolinjani Ndese (Zweli) as Member of the Audit Committee, Risk Committee and Social and Ethics Committee Effective 1 August 2025Raubex Group Limited at its AGM held on July 25, 2025 approved appointment of Mr. Moses Zolinjani Ndese (Zweli) as member of the Audit Committee, Risk Committee and Social and Ethics Committee effective 1 August 2025.
お知らせ • Jun 27Raubex Group Limited, Annual General Meeting, Jul 25, 2025Raubex Group Limited, Annual General Meeting, Jul 25, 2025.
お知らせ • Jun 03Raubex Group Limited Declares Gross Final Cash Dividend for the Year Ended 28 February 2025, Payable on 23 June 2025The board of Raubex Group Limited has declared a gross final cash dividend from income reserves of 104 cents per share on 29 May 2025 for the year ended 28 February 2025. The salient dates for the payment of the dividend are as follows: Commence trading ex dividend, 18 June 2025; Record date: 20 June 2025 and Payment date: 23 June 2025.
お知らせ • May 09Raubex Group Limited to Report Fiscal Year 2025 Results on May 12, 2025Raubex Group Limited announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Jan 27Raubex Group Limited Appoints of Moses Zolinjani Ndese as Independent Non-Executive DirectorRaubex Group Limited announced that Mr. Moses Zolinjani Ndese ("Zweli"), has been appointed as an Independent Non-Executive Director of the Board of Raubex with effect from 24 January 2025. Zweli has a National Higher Diploma in Metalliferous Mining from the Technikon Witwatersrand, a Mine Manager's Certificate of Competency from the Department of Minerals and Energy, and a Master of Business Administration from the Milpark Business School. He also has a Certificate in Leadership Development from the University of Johannesburg, and a Certificate of competence in Safety, Health and Environmental Risk Management from the University of the Witwatersrand. Zweli is an experienced executive with a career spanning over 25 years in the mining industry. He brings a wealth of experience in strategic planning to develop and implement robust medium and long-term business plans that drive sustainable growth, operational excellence to ensure the achievement of business plans across key areas including production, costs, quality, health and safety, people development and succession planning. He is also well versed in business improvement to initiate and execute projects that drive growth. His experience also includes project execution and stakeholder management. After completing the Management Trainee Program at Anglogold Ashanti, Zweli went on to hold senior mine operations roles at various reputable mining companies including Goldfields, Anglo American Platinum and Sibanye-Stillwater, with his most recent executive position being Regional General Manager Operations, at Harmony Gold Mining Company Limited until his early retirement in May 2024. Much earlier in his career he also gathered experience in the Department of Mineral Resources as a Mining Inspector in the Directorate of Mine Health and Safety.
Declared Dividend • Nov 14First half dividend of R0.94 announcedShareholders will receive a dividend of R0.94. Ex-date: 27th November 2024 Payment date: 2nd December 2024 Dividend yield will be 41%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 18Raubex Group Limited to Report First Half, 2025 Results on Nov 11, 2024Raubex Group Limited announced that they will report first half, 2025 results on Nov 11, 2024
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €2.26, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 56% over the past three years.
Recent Insider Transactions • Aug 11Non-Executive Chairman recently sold €418k worth of stockOn the 6th of August, Rudolf Fourie sold around 192k shares on-market at roughly €2.18 per share. This transaction amounted to 11% 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 Rudolf's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.36, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 59% over the past three years.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.04, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.81, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 12% over the past three years.
Reported Earnings • May 13Full year 2024 earnings released: EPS: R4.72 (vs R3.91 in FY 2023)Full year 2024 results: EPS: R4.72 (up from R3.91 in FY 2023). Revenue: R17.4b (up 14% from FY 2023). Net income: R847.6m (up 20% from FY 2023). Profit margin: 4.9% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Raubex Group Limited to Report Fiscal Year 2024 Results on May 13, 2024Raubex Group Limited announced that they will report fiscal year 2024 results on May 13, 2024
お知らせ • Mar 06Raubex Group Limited, Annual General Meeting, Jul 26, 2024Raubex Group Limited, Annual General Meeting, Jul 26, 2024.
お知らせ • Feb 28Raubex Group Limited Announces Changes to Board CommitteesRaubex Group Limited approved Succession Policy, the Board of Directors of the Company wishes to advise shareholders of the restructuring of the following Board Committees with immediate effect - Audit Committee: Mr. Bryan Kent will step down as the Chairman of the Audit Committee but will remain a member of the Committee to achieve continuity and a smooth succession and transfer of historical knowledge to Ms Modi Hlobo, who will be taking over as Chairperson of the Committee. Ms Modi Hlobo is appointed as Chairperson of the Audit Committee. Following implementation of above, the Audit Committee members will be as follows - Modi Hlobo (Chairperson), Bryan Kent (Member), Setshego Bogatsu (Member) and Nosisa Fubu (Member). Risk Committee: Mr. Bryan Kent will step down as the Chairman of the Risk Committee but will remain a member of the Committee to achieve continuity and a smooth succession and transfer of historical knowledge to Ms Modi Hlobo, who will be taking over as Chairperson of the Committee. Ms Modi Hlobo is appointed as Chairperson of the Risk Committee. Mr. Jaco Louw has resigned as a member of the Risk Committee. Mr. Sam Odendaal has been appointed as a member of the Risk Committee. Following implementation of above, the Risk Committee members will be as follows - Modi Hlobo (Chairperson), Bryan Kent (Member), Felicia Msiza (Member), Nosisa Fubu (Member) and Sam Odendaal (Member). Remuneration and Nomination Committee (Remco): Ms Setshego Bogatsu will step down as Chairperson of Remco but will remain a member of the Committee to achieve continuity and a smooth succession and transfer of historical knowledge to Ms Nosisa Fubu, who will be taking over as Chairperson of the Committee. Ms Nosisa Fubu is appointed as Chairperson of Remco. Following implementation of above, the Remco members will be as follows -Nosisa Fubu (Chairperson), Setshego Bogatsu (Member), Bryan Kent (Member) and Rudolf Fourie (Member).
Upcoming Dividend • Nov 23Upcoming dividend of R0.63 per share at 4.9% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.8%).
Reported Earnings • Nov 19First half 2024 earnings released: EPS: R1.93 (vs R1.62 in 1H 2023)First half 2024 results: EPS: R1.93 (up from R1.62 in 1H 2023). Revenue: R8.45b (up 14% from 1H 2023). Net income: R346.1m (up 19% from 1H 2023). Profit margin: 4.1% (up from 4.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Oct 01Raubex Group Limited Announces Board ChangesThe board of directors of Raubex Group Limited announced the following change to the risk committee with immediate effect. Risk Committee: Robert Shedlock has resigned as a member of the Risk Committee; Jaco Louw is appointed as a member of the Risk Committee. Following implementation of above, the Risk Committee members will be as follows: Bryan Kent (Chairman); Felicia Msiza (Member); Nosisa Fubu (Member); Modi Hlobo (Member); Jaco Louw (Member).
Buying Opportunity • Sep 27Now 22% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €1.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 53%.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.39, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 61% over the past three years.
Recent Insider Transactions • Aug 10Executive Director recently sold €180k worth of stockOn the 8th of August, Dirk Lourens sold around 149k shares on-market at roughly €1.21 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €958k more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.36, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 23% over the past three years.
Buying Opportunity • May 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €1.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 53%.
お知らせ • May 30Raubex Group Limited Appoints Modi Hlobo as Independent Non-Executive Director of the BoardRaubex Group Limited announced that Ms. Modi Hlobo ("Modi") has been appointed as an Independent Non-Executive Director of the Board of Raubex with effect from 29 May 2023. Modi is a Chartered Accountant (SA) and also holds a BCom, BCompt (Hons), CTA, Masters in Financial Management and PhD (Accounting) degrees. She is currently a Senior Lecturer in Financial Management at the School of Accounting at the University of Johannesburg. Modi was previously a Private Equity and Investment Banking Senior Investment and Portfolio Officer at the Development Bank of South Africa. She also worked at the National Empowerment Fund for two years. She completed her articles at ABSA Group Ltd. as an Internal Auditor (Commercial Banking). Modi has held a number of Non-Executive Director positions at various public and private organisations, including Acsion Limited and PSG Group Limited. She has also served on a number of Audit Committees as Chairperson. Further to above appointment, including also the SENS announcement dated 21 April 2023 wherein shareholders were advised of the passing of Les Maxwell, and in accordance with paragraph 3.59(c) of the JSE Listings Requirements, shareholders are now advised of the following changes to the Board Committees with effect from 29 May 2023: Audit Committee: Ms Modi Hlobo is appointed as a member of the Audit Committee, subject to approval by shareholders of the Company at the next Annual General Meeting. Mr. Bryan Kent is appointed as the Chairman of the Audit Committee. Following above, the Audit Committee members will be as follows: Bryan Kent (Chairman); Setshego Bogatsu (Member); Nosisa Fubu (Member); Modi Hlobo (Member). Risk Committee: Ms Modi Hlobo is appointed as a member of the Risk Committee. Following implementation of above, the Risk Committee members will be as follows: Bryan Kent (Chairman); Robert Shedlock (Member); Felicia Msiza (Member); Nosisa Fubu (Member); Modi Hlobo (Member). Remuneration and Nomination Committee (Remco): Ms Setshego Bogatsu is appointed as the Chairperson of Remco. Ms Nosisa Fubu is appointed as a member of Remco. Following above, the Remco members will be as follows: Setshego Bogatsu (Chairperson); Bryan Kent (Member); Rudolf Fourie (Member); Nosisa Fubu (Member).
Upcoming Dividend • May 24Upcoming dividend of R0.76 per share at 5.0% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).
Reported Earnings • May 19Full year 2023 earnings released: EPS: R3.91 (vs R3.06 in FY 2022)Full year 2023 results: EPS: R3.91 (up from R3.06 in FY 2022). Revenue: R15.3b (up 32% from FY 2022). Net income: R704.3m (up 28% from FY 2022). Profit margin: 4.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Raubex Group Limited Declares Final Cash Dividend for the Year Ended 28 February 2023, Payable on June 5, 2023Raubex Group Limited declared a gross final cash dividend from income reserves of 76 cents per share on 9 May 2023 for the period ended 28 February 2023. The salient dates for the payment of the dividend are as: Last day to trade cum dividend; 30 May 2023, Commence trading ex dividend; 31 May 2023. Record date; 2 June 2023. Payment date; 5 June 2023.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nosisa Fubu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €1.33, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 62% over the past three years.
お知らせ • Jan 10Public Investment Corporation Limited acquired additional unknown minority stake in Raubex Group Limited (JSE:RBX).Public Investment Corporation Limited acquired additional unknown minority stake in Raubex Group Limited (JSE:RBX) on January 9, 2023. Public Investment Corporation Limited increase its ownership to 25.07%. Public Investment Corporation Limited completed the acquisition of additional unknown minority stake in Raubex Group Limited (JSE:RBX) on January 9, 2023.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.34, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Construction industry in Europe. Negligible returns to shareholders over past three years.
Upcoming Dividend • Nov 23Upcoming dividend of R0.53 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Setshego Bogatsu was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 08First half 2023 earnings released: EPS: R1.62 (vs R1.41 in 1H 2022)First half 2023 results: EPS: R1.62 (up from R1.41 in 1H 2022). Revenue: R7.38b (up 23% from 1H 2022). Net income: R291.7m (up 15% from 1H 2022). Profit margin: 4.0% (down from 4.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05+ 2 more updatesRaubex Group Limited, Annual General Meeting, Jul 28, 2023Raubex Group Limited, Annual General Meeting, Jul 28, 2023.
Recent Insider Transactions • Aug 17Non-Executive Deputy Chairman recently sold €664k worth of stockOn the 12th of August, Rudolf Fourie sold around 314k shares on-market at roughly €2.12 per share. In the last 3 months, they made an even bigger sale worth €4.2m. Rudolf has been a seller over the last 12 months, reducing personal holdings by €4.9m.
お知らせ • Jun 30Raubex Group Limited, Annual General Meeting, Aug 05, 2022Raubex Group Limited, Annual General Meeting, Aug 05, 2022, at 10:00 South Africa Standard Time.
Upcoming Dividend • May 25Upcoming dividend of R0.54 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.6%).
Reported Earnings • May 17Full year 2022 earnings released: EPS: R3.06 (vs R0.87 in FY 2021)Full year 2022 results: EPS: R3.06 (up from R0.87 in FY 2021). Revenue: R11.6b (up 31% from FY 2021). Net income: R552.0m (up 249% from FY 2021). Profit margin: 4.8% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 22%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Setshego Bogatsu was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 27Public Investment Corporation Limited acquired an unknown additional stake in Raubex Group Limited (JSE : RBX).Public Investment Corporation Limited acquired an unknown additional stake in Raubex Group Limited (JSE : RBX) on April 26, 2022. Following this acquisition, Public Investment Corporation now holds a 15.24% interest in the total issued ordinary shares of Raubex Group. Public Investment Corporation Limited completed the acquisition of an unknown additional stake in Raubex Group Limited (JSE : RBX) on April 26, 2022.
お知らせ • Mar 29Raubex Group Limited to Report Fiscal Year 2022 Results on May 16, 2022Raubex Group Limited announced that they will report fiscal year 2022 results on May 16, 2022
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €2.34, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 106% over the past three years.
Upcoming Dividend • Nov 24Upcoming dividend of R0.47 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.0%).
Reported Earnings • Nov 10First half 2022 earnings released: EPS R1.41 (vs R0.25 loss in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: R5.99b (up 52% from 1H 2021). Net income: R254.1m (up R299.6m from 1H 2021). Profit margin: 4.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to €2.02, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Construction industry in Europe. Total returns to shareholders of 67% over the past three years.
お知らせ • Sep 24Truffle Asset Management (Pty) Ltd acquired 5.47% stake in Raubex Group Limited (JSE:RBX).Truffle Asset Management (Pty) Ltd acquired 5.47% stake in Raubex Group Limited (JSE:RBX) on September 22, 2021. Truffle Asset Management (Pty) Ltd completed the acquisition of 5.47% stake in Raubex Group Limited (JSE:RBX) on September 22, 2021.
お知らせ • Sep 13Raubex Group Limited Provides Earnings Guidance for the Six Months Ended 31 August 2021Raubex Group Limited provides earnings guidance for the six months ended 31 August 2021. The company expects its earnings and headline earnings per share to be at least 123 cents and 117 cents respectively, for the six months ended 31 August 2021 compared with the loss per share of 25.2 cents and headline loss per share of 26.6 cents achieved in the previous corresponding period.
Recent Insider Transactions • Jul 16CEO & Executive Director recently sold €1.9m worth of stockOn the 13th of July, Rudolf Fourie sold around 1m shares on-market at roughly €1.76 per share. This was the largest sale by an insider in the last 3 months. This was Rudolf's only on-market trade for the last 12 months.
Executive Departure • Jun 01Financial Director & Executive Director has left the companyOn the 31st of May, James Gibson's tenure as Financial Director & Executive Director ended after 7.9 years in the role. As of March 2021, James personally held 365.73k shares (€567k worth at the time). James is the only executive to leave the company over the last 12 months.
Upcoming Dividend • May 19Upcoming dividend of R0.29 per shareEligible shareholders must have bought the stock before 26 May 2021. Payment date: 31 May 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.8%).
Reported Earnings • May 16Full year 2021 earnings released: EPS R0.87 (vs R1.39 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: R8.85b (up 1.3% from FY 2020). Net income: R158.1m (down 37% from FY 2020). Profit margin: 1.8% (down from 2.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Feb 27Raubex Group Limited Announces Resignation of James Gibson as Financial Director, Effective 31 May 2021Raubex Group Limited announced that Mr. James Gibson has tendered his resignation as financial director of the Company effective 31 May 2021. James joined Raubex in July 2006 as the group financial accountant where he played a significant role in developing the financial reporting function of the Company, and was later appointed as the financial director of the Company in July 2013.
Is New 90 Day High Low • Feb 03New 90-day high: €1.37The company is up 33% from its price of €1.03 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.24 per share.
Is New 90 Day High Low • Nov 20New 90-day high: €1.31The company is up 16% from its price of €1.13 on 21 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.90 per share.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 18% share price gain to R1.26, the stock is trading at a trailing P/E ratio of 49.7x, up from the previous P/E ratio of 42.2x. This compares to an average P/E of 12x in the Construction industry in Europe. Total returns to shareholders over the past three years are 22%.
お知らせ • Nov 18Raubex Group Limited Receives Notification of Significant Contract AwardsRaubex has received notification of the following contract awards from the South African National Roads Agency SOC Limited: (1) Contract SANRAL N.002-260-2018/9 for the upgrading of National Route 2 from Kwamashu Interchange, Section 25 (Km28.6) to Umdloti River Bridge, Section 26 (Km 14.0) in the amount of ZAR 1.43 billion (including VAT) for a contract period of 40 months. (2) Contract SANRAL N.003-020-2017/8 for the upgrade to National Route 3, Section 2, from Cato Ridge (Km20.2) to Dardanelles (Km 26.6) in the amount of ZAR 1.44 billion (including VAT) for a contract period of 51 months. These awards have increased the Company's secured order book to ZAR 14.23 billion.
Reported Earnings • Nov 12First half 2021 earnings released: R0.25 loss per shareThe company reported a poor first half result with weaker earnings, revenues and control over expenses. First half 2021 results: Revenue: R3.94b (down 11% from 1H 2020). Net loss: R45.5m (down 139% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 16%, compared to a 1.2% growth forecast for the Construction industry in Germany.
Valuation Update With 7 Day Price Move • Oct 19Market bids up stock over the past weekAfter last week's 16% share price gain to R1.22, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 11x in the Construction industry in Europe. Total returns to shareholders over the past three years are 5.0%.
Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 18% share price gain to R1.16, the stock is trading at a trailing P/E ratio of 17.2x, up from the previous P/E ratio of 14.6x. This compares to an average P/E of 11x in the Construction industry in Europe. Total returns to shareholders over the past three years were flat.
Is New 90 Day High Low • Oct 02New 90-day low: €0.92The company is down 16% from its price of €1.10 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.21 per share.
お知らせ • Aug 16Raubex Group Limited to Report First Half, 2021 Results on Nov 09, 2020Raubex Group Limited announced that they will report first half, 2021 results on Nov 09, 2020
お知らせ • Aug 09Raubex Group Limited Omits Final Dividend for the Year Ended February 29, 2020Raubex Group Limited announced that Due to the Covid-19 cash preservation measures taken by the group, no final dividend in respect of the year ended 29 February 2020 was declared.