View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBarloworld 将来の成長Future 基準チェック /06現在、 Barloworldの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Trade Distributors 収益成長13.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jan 26Barloworld Limited, Annual General Meeting, Feb 26, 2026Barloworld Limited, Annual General Meeting, Feb 26, 2026.お知らせ • Jan 15Barloworld Limited Announces Group Company Secretary ChangesBarloworld Limited announced that Sandile Langa has been appointed as Group Company Secretary, effective January 12, 2026. Sandile holds B. A and LLB degrees and is an admitted attorney of the High Court and has more than 30 years' legal experience across multiple sectors, including property, petroleum and mining. He has extensive experience across various disciplines, including legal services, corporate services, risk and compliance management and corporate governance. Sandile has served as Barloworld’s Group General Counsel since August 2022. Nomini Rapoo will retire as Group Company Secretary on November 30, 2025.お知らせ • Oct 13Barloworld Limited Appoints Augostinos Sfeir as Non-Executive Director, Effective October 13, 2025Barloworld Limited announced the appointment of Augostinos Sfeir as a non-executive director to the board of Barloworld, effective 13 October 2025. Augostinos is a seasoned investment and finance executive with over two decades of experience in institutional investing, corporate strategy and M&A across global markets. He leads the Investment Division at Zahid Group, overseeing group strategy, corporate development, M&A and financial advisory. His leadership spans investment banking, complex cross-border transactions including leveraged buyouts, strategic partnerships, and structuring turnaround programs. Augostinos holds the Chartered Financial Analyst designation from the CFA Institute in the USA and other qualifications from the Harvard Business School.お知らせ • May 27Barloworld Limited Announces Interim Dividend for the Six Months Ended 31 March 2025, Payable on 23 June 2025Barloworld Limited announced that notice is hereby given that interim dividend number 191 of 120 cents per ordinary share in respect of the six months ended 31 March 2025 has been declared subject to the applicable dividends tax levied in terms of the Income Tax Act, 58 of 1962 (as amended) (the ‘Income Tax Act’) as follows. Dividend: Ordinary, Gross amount: 120 cents per share, Withholding tax: 20%, Net amount: 96 cents per share. Last day to trade cum dividend is on 17 June 2025. Ordinary shares trade ex-dividend on 18 June 2025 with Record date on 20 June 2025. Payment date is on 23 June 2025.お知らせ • Feb 02+ 1 more updateBarloworld Limited to Report Fiscal Year 2025 Results on Nov 24, 2025Barloworld Limited announced that they will report fiscal year 2025 results on Nov 24, 2025お知らせ • Dec 13Masego Le Katlego (pty) Ltd and Gulf Falcon Holding Limited entered into an implementation agreement to acquire an additional 76.69% stake in Barloworld Limited (JSE:BAW) from unknown Shareholders for ZAR 17.6 billion.Masego Le Katlego (pty) Ltd and Gulf Falcon Holding Limited entered into an implementation agreement to acquire an additional 76.69% stake in Barloworld Limited (JSE:BAW) from unknown Shareholders for ZAR 17.6 billion on December 11, 2024. A cash consideration of ZAR 123.10 per Share will be paid by Masego Le Katlego (pty) Ltd and Gulf Falcon Holding Limited. On Monday, 26 February 2024, the board of directors of Barloworld (“Barloworld Board”) was approached by the Consortium with a non-binding indicative offer. The Proposed Transaction aims to sustain the continuity of Barloworld’s management, staff and operations in line with the Group’s existing strategy. The Scheme will be subject to the fulfilment or, where applicable, waiver of each of the following conditions precedent i.e., The Katlego Le Masego Trust, which indirectly holds all the shares in Entsha, holds approximately 0.21% of the Shares as at the Pre-FIA Date. If any Shareholder gives notice objecting to the Scheme Resolution as contemplated in section 164(3) of the Companies Act and then votes against the Scheme Resolution at the Barloworld General Meeting, Shareholders holding no more than 5% of all of the issued Shares give such notice objecting to the Scheme Resolution, the Scheme Resolution is approved by the requisite majority of votes at a quorate Barloworld General Meeting, the High Court of South Africa (“Court”) approves the implementation of the Scheme Resolution, each of the relevant competition authorities in South Africa, Angola, Botswana, the Common Markets for Eastern and Southern Africa, and Namibia granting such approvals as are required in terms of applicable law to implement the Proposed Transaction, either unconditionally, or, subject to conditions acceptable to Newco and/or Barloworld, the Financial Surveillance Department of the South African Reserve Bank (“FinSurv”) granting such approvals as are required with respect to the Proposed Transaction, either unconditionally, or subject to conditions acceptable to Newco. If the Scheme is successfully implemented, an application will be made for all of the Shares to be delisted from the JSE. Rand Merchant Bank, DLA Piper, Dentons US LLP acted as advisor to Barloworld, Deutsche Bank, The Standard Bank of South Africa Limited, Tamela Holdings Proprietary Limited, Bowmans, Webber Wentzel, Ashurst acted as advisor to Offerors, Rothschild & Co acted as independent expert to Barloworld.お知らせ • Dec 10Barloworld Limited, Annual General Meeting, Feb 21, 2025Barloworld Limited, Annual General Meeting, Feb 21, 2025.お知らせ • Nov 25Barloworld Limited Announces Ordinary Final Dividend for the Twelve Months Ended 30 September 2024, Payable on 6 January 2025Barloworld Limited announced ordinary final dividend of 310 cents per share for the twelve months ended 30 September 2024. Net amount of dividend is 248 cents per share. Last day to trade cum dividends is 30 December 2024. Ordinary shares trade ex-dividend date is 31 December 2024. Record date is 3 January 2025. Payment date is 6 January 2025.お知らせ • Sep 26Barloworld Limited to Report Fiscal Year 2024 Results on Nov 25, 2024Barloworld Limited announced that they will report fiscal year 2024 results on Nov 25, 2024Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €3.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.61 per share.Upcoming Dividend • Jun 13Upcoming dividend of R2.10 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%).Declared Dividend • May 29First half dividend of R2.10 announcedShareholders will receive a dividend of R2.10. Ex-date: 19th June 2024 Payment date: 24th June 2024 Dividend yield will be 53%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 28First half 2024 earnings released: EPS: R5.12 (vs R5.80 in 1H 2023)First half 2024 results: EPS: R5.12 (down from R5.80 in 1H 2023). Revenue: R19.2b (down 7.7% from 1H 2023). Net income: R950.0m (down 12% from 1H 2023). Profit margin: 5.0% (down from 5.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • May 28Barloworld Limited Announces Interim dividend for the Six Months Ended 31 March 2024, Payable on 24 June 2024Barloworld Limited announced interim dividend number 189 of 210 cents per ordinary share in respect of the six months ended 31 March 2024 has been declared subject to the applicable dividends tax levied in terms of the Income Tax Act, 58 of 1962 (as amended) (the "Income Tax Act") as follows: Dividend: Ordinary, Gross amount: 210 cents per share, Withholding tax: 20%, Net amount: 168 cents per share. Ordinary shares trade ex-dividend: 19 June 2024, record date is 21 June 2024 and Payment date is 24 June 2024.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.32, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total returns to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.30 per share.お知らせ • Mar 26Barloworld Limited to Report First Half, 2024 Results on May 27, 2024Barloworld Limited announced that they will report first half, 2024 results on May 27, 2024Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to €3.02. The fair value is estimated to be €2.51, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings are also forecast to grow by 1.6% per annum over the same time period.お知らせ • Feb 16Barloworld Limited Approves Election of V Nkonyeni as Chairman of the Audit CommitteeBarloworld Limited at its AGM h held on February 16, 2024 approved Election of Mr. V Nkonyeni as member and chairman of the audit committee. other member of audit committee includes Mr. N Chiaranda, Ms NP Mnxasana and Ms BO Odunewu.Upcoming Dividend • Dec 27Upcoming dividend of R3.00 per share at 6.5% yieldEligible shareholders must have bought the stock before 03 January 2024. Payment date: 08 January 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.6%).お知らせ • Dec 13Barloworld Limited, Annual General Meeting, Feb 16, 2024Barloworld Limited, Annual General Meeting, Feb 16, 2024, at 09:00 South Africa Standard Time.New Risk • Nov 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 21Full year 2023 earnings released: EPS: R10.66 (vs R6.14 in FY 2022)Full year 2023 results: EPS: R10.66 (up from R6.14 in FY 2022). Revenue: R45.0b (up 14% from FY 2022). Net income: R1.98b (up 66% from FY 2022). Profit margin: 4.4% (up from 3.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 74% 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 • Nov 20Barloworld Limited Announces Ordinary Final Dividend for the 12 Months Ended 30 September 2023, Payable on 8 January 2024Barloworld Limited announced ordinary final dividend for the 12 months ended 30 September 2023 of 300 cents per share (cps) (fiscal year 2022: 295 cps); total dividend 500 cps (fiscal year 2022: 460 cps). Net amount of dividend is 240 cents per share. Ordinary shares trade ex-dividend date is 3 January 2024. Record date is 5 January 2024. Payment date is 8 January 2024.お知らせ • May 22Barloworld Limited Announces Interim Results for the Six Months Ended 31 March 2023, Payable on 26 June 2023Barloworld Limited announced interim dividend number 187 of 200 cents per ordinary share in respect of the six months ended 31 March 2023 has been declared subject to the applicable dividends tax levied in terms of the Income Tax Act, 58 of 1962 (as amended) (the "Income Tax Act") as follows: Dividend: Ordinary, Gross amount: 200 cents per share, Withholding tax: 20%, Net amount: 160 cents per share. Ordinary shares trade ex-dividend: 21 June 2023, record date is 23 June 2023 and Payment date is 26 June 2023.お知らせ • Feb 04Barloworld Limited to Report First Half, 2023 Results on May 22, 2023Barloworld Limited announced that they will report first half, 2023 results on May 22, 2023お知らせ • Nov 30Barloworld Limited, Annual General Meeting, Feb 17, 2023Barloworld Limited, Annual General Meeting, Feb 17, 2023. Agenda: To consider management changes.Upcoming Dividend • Jun 16Upcoming dividend of R3.37 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 28 June 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.3%).Reported Earnings • May 28First half 2021 earnings released: EPS R4.21 (vs R6.88 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R20.2b (up 13% from 1H 2020). Net income: R834.0m (up R2.27b from 1H 2020). Profit margin: 4.1% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Executive Departure • Feb 16Independent Non-Executive Director has left the companyOn the 11th of February, Sango Ntsaluba's tenure as Independent Non-Executive Director ended after 12.6 years in the role. As of December 2020, Sango personally held only 7.44k shares (€37k worth at the time). Sango is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 16New 90-day high: €5.60The company is up 51% from its price of €3.70 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.26 per share.Is New 90 Day High Low • Jan 18New 90-day high: €5.10The company is up 66% from its price of €3.08 on 20 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.22 per share.Is New 90 Day High Low • Dec 29New 90-day high: €5.05The company is up 73% from its price of €2.92 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.39 per share.Recent Insider Transactions • Dec 07Insider recently sold €3.5k worth of stockOn the 1st of December, Kamogelo Mmutlana sold around 377 shares on-market at roughly €9.21 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €212k more than they sold in the last 12 months.Is New 90 Day High Low • Dec 07New 90-day high: €4.80The company is up 62% from its price of €2.96 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.21 per share.Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 20%, compared to a 2.8% growth forecast for the Trade Distributors industry in Germany.Reported Earnings • Dec 01Full year 2020 earnings released: R12.36 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: R49.7b (down 13% from FY 2019). Net loss: R2.48b (down 230% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 13New 90-day high: €3.46The company is up 12% from its price of €3.10 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.43 per share.Is New 90 Day High Low • Sep 24New 90-day low: €2.80The company is down 27% from its price of €3.86 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.23 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Barloworld は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:BRL1 - 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9/30/202537,7111,4461,6952,376N/A6/30/202539,2531,5746561,367N/A3/31/202540,7951,701-384358N/A12/31/202441,3521,801102833N/A9/30/202441,9081,9005871,308N/A3/31/202443,4331,8524,9355,592N/A12/31/202344,2311,9163,7434,454N/A9/30/202345,0281,9792,5503,316N/A3/31/202341,7532,432-774-65N/A12/31/202240,5681,812258914N/A9/30/202239,3831,1921,2891,893N/A6/30/202243,5791,802N/AN/AN/A3/31/202236,3301,457189819N/A12/31/202135,2271,8013,0323,633N/A9/30/202134,1232,1445,8746,446N/A6/30/202134,8711,182N/AN/AN/A3/31/202132,203-1057,9348,597N/A12/31/202033,056-1,0835,4286,069N/A9/30/202033,909-2,0612,9213,541N/A6/30/202041,644-880N/AN/AN/A3/31/202049,3793012,1742,919N/A12/31/201954,7931,3482,5473,315N/A9/30/201960,2062,3952,9203,711N/A6/30/201960,7522,153N/A3,704N/A3/31/201961,2971,911N/A3,697N/A12/31/201862,3592,055N/A2,699N/A9/30/201863,4202,199N/A1,700N/A3/31/201862,2052,059N/A1,441N/A12/31/201762,0821,986N/A2,588N/A9/30/201761,9591,912N/A3,734N/A3/31/201760,7311,876N/A4,538N/A12/31/201661,4031,865N/A5,127N/A9/30/201662,0741,854N/A5,715N/A6/30/201665,2731,814N/A4,765N/A3/31/201663,9991,745N/A3,271N/A12/31/201563,3601,729N/A1,224N/A9/30/201562,7201,713N/A-824N/A6/30/201562,8011,778N/A-63N/A3/31/201562,8821,843N/A757N/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: BRL1の予測収益成長が 貯蓄率 ( 1.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BRL1の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BRL1の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BRL1の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BRL1の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: BRL1の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/02/03 21:32終値2025/11/28 00:00収益2025/09/30年間収益2025/09/30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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Barloworld Limited 0 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Peter Mark HodgsonAvior Capital MarketsKenneth HearnBarclaysPaul Henri SteegersBofA Global Research4 その他のアナリストを表示
お知らせ • Jan 26Barloworld Limited, Annual General Meeting, Feb 26, 2026Barloworld Limited, Annual General Meeting, Feb 26, 2026.
お知らせ • Jan 15Barloworld Limited Announces Group Company Secretary ChangesBarloworld Limited announced that Sandile Langa has been appointed as Group Company Secretary, effective January 12, 2026. Sandile holds B. A and LLB degrees and is an admitted attorney of the High Court and has more than 30 years' legal experience across multiple sectors, including property, petroleum and mining. He has extensive experience across various disciplines, including legal services, corporate services, risk and compliance management and corporate governance. Sandile has served as Barloworld’s Group General Counsel since August 2022. Nomini Rapoo will retire as Group Company Secretary on November 30, 2025.
お知らせ • Oct 13Barloworld Limited Appoints Augostinos Sfeir as Non-Executive Director, Effective October 13, 2025Barloworld Limited announced the appointment of Augostinos Sfeir as a non-executive director to the board of Barloworld, effective 13 October 2025. Augostinos is a seasoned investment and finance executive with over two decades of experience in institutional investing, corporate strategy and M&A across global markets. He leads the Investment Division at Zahid Group, overseeing group strategy, corporate development, M&A and financial advisory. His leadership spans investment banking, complex cross-border transactions including leveraged buyouts, strategic partnerships, and structuring turnaround programs. Augostinos holds the Chartered Financial Analyst designation from the CFA Institute in the USA and other qualifications from the Harvard Business School.
お知らせ • May 27Barloworld Limited Announces Interim Dividend for the Six Months Ended 31 March 2025, Payable on 23 June 2025Barloworld Limited announced that notice is hereby given that interim dividend number 191 of 120 cents per ordinary share in respect of the six months ended 31 March 2025 has been declared subject to the applicable dividends tax levied in terms of the Income Tax Act, 58 of 1962 (as amended) (the ‘Income Tax Act’) as follows. Dividend: Ordinary, Gross amount: 120 cents per share, Withholding tax: 20%, Net amount: 96 cents per share. Last day to trade cum dividend is on 17 June 2025. Ordinary shares trade ex-dividend on 18 June 2025 with Record date on 20 June 2025. Payment date is on 23 June 2025.
お知らせ • Feb 02+ 1 more updateBarloworld Limited to Report Fiscal Year 2025 Results on Nov 24, 2025Barloworld Limited announced that they will report fiscal year 2025 results on Nov 24, 2025
お知らせ • Dec 13Masego Le Katlego (pty) Ltd and Gulf Falcon Holding Limited entered into an implementation agreement to acquire an additional 76.69% stake in Barloworld Limited (JSE:BAW) from unknown Shareholders for ZAR 17.6 billion.Masego Le Katlego (pty) Ltd and Gulf Falcon Holding Limited entered into an implementation agreement to acquire an additional 76.69% stake in Barloworld Limited (JSE:BAW) from unknown Shareholders for ZAR 17.6 billion on December 11, 2024. A cash consideration of ZAR 123.10 per Share will be paid by Masego Le Katlego (pty) Ltd and Gulf Falcon Holding Limited. On Monday, 26 February 2024, the board of directors of Barloworld (“Barloworld Board”) was approached by the Consortium with a non-binding indicative offer. The Proposed Transaction aims to sustain the continuity of Barloworld’s management, staff and operations in line with the Group’s existing strategy. The Scheme will be subject to the fulfilment or, where applicable, waiver of each of the following conditions precedent i.e., The Katlego Le Masego Trust, which indirectly holds all the shares in Entsha, holds approximately 0.21% of the Shares as at the Pre-FIA Date. If any Shareholder gives notice objecting to the Scheme Resolution as contemplated in section 164(3) of the Companies Act and then votes against the Scheme Resolution at the Barloworld General Meeting, Shareholders holding no more than 5% of all of the issued Shares give such notice objecting to the Scheme Resolution, the Scheme Resolution is approved by the requisite majority of votes at a quorate Barloworld General Meeting, the High Court of South Africa (“Court”) approves the implementation of the Scheme Resolution, each of the relevant competition authorities in South Africa, Angola, Botswana, the Common Markets for Eastern and Southern Africa, and Namibia granting such approvals as are required in terms of applicable law to implement the Proposed Transaction, either unconditionally, or, subject to conditions acceptable to Newco and/or Barloworld, the Financial Surveillance Department of the South African Reserve Bank (“FinSurv”) granting such approvals as are required with respect to the Proposed Transaction, either unconditionally, or subject to conditions acceptable to Newco. If the Scheme is successfully implemented, an application will be made for all of the Shares to be delisted from the JSE. Rand Merchant Bank, DLA Piper, Dentons US LLP acted as advisor to Barloworld, Deutsche Bank, The Standard Bank of South Africa Limited, Tamela Holdings Proprietary Limited, Bowmans, Webber Wentzel, Ashurst acted as advisor to Offerors, Rothschild & Co acted as independent expert to Barloworld.
お知らせ • Dec 10Barloworld Limited, Annual General Meeting, Feb 21, 2025Barloworld Limited, Annual General Meeting, Feb 21, 2025.
お知らせ • Nov 25Barloworld Limited Announces Ordinary Final Dividend for the Twelve Months Ended 30 September 2024, Payable on 6 January 2025Barloworld Limited announced ordinary final dividend of 310 cents per share for the twelve months ended 30 September 2024. Net amount of dividend is 248 cents per share. Last day to trade cum dividends is 30 December 2024. Ordinary shares trade ex-dividend date is 31 December 2024. Record date is 3 January 2025. Payment date is 6 January 2025.
お知らせ • Sep 26Barloworld Limited to Report Fiscal Year 2024 Results on Nov 25, 2024Barloworld Limited announced that they will report fiscal year 2024 results on Nov 25, 2024
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €3.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.61 per share.
Upcoming Dividend • Jun 13Upcoming dividend of R2.10 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%).
Declared Dividend • May 29First half dividend of R2.10 announcedShareholders will receive a dividend of R2.10. Ex-date: 19th June 2024 Payment date: 24th June 2024 Dividend yield will be 53%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 28First half 2024 earnings released: EPS: R5.12 (vs R5.80 in 1H 2023)First half 2024 results: EPS: R5.12 (down from R5.80 in 1H 2023). Revenue: R19.2b (down 7.7% from 1H 2023). Net income: R950.0m (down 12% from 1H 2023). Profit margin: 5.0% (down from 5.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • May 28Barloworld Limited Announces Interim dividend for the Six Months Ended 31 March 2024, Payable on 24 June 2024Barloworld Limited announced interim dividend number 189 of 210 cents per ordinary share in respect of the six months ended 31 March 2024 has been declared subject to the applicable dividends tax levied in terms of the Income Tax Act, 58 of 1962 (as amended) (the "Income Tax Act") as follows: Dividend: Ordinary, Gross amount: 210 cents per share, Withholding tax: 20%, Net amount: 168 cents per share. Ordinary shares trade ex-dividend: 19 June 2024, record date is 21 June 2024 and Payment date is 24 June 2024.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.32, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total returns to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.30 per share.
お知らせ • Mar 26Barloworld Limited to Report First Half, 2024 Results on May 27, 2024Barloworld Limited announced that they will report first half, 2024 results on May 27, 2024
Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 15% to €3.02. The fair value is estimated to be €2.51, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings are also forecast to grow by 1.6% per annum over the same time period.
お知らせ • Feb 16Barloworld Limited Approves Election of V Nkonyeni as Chairman of the Audit CommitteeBarloworld Limited at its AGM h held on February 16, 2024 approved Election of Mr. V Nkonyeni as member and chairman of the audit committee. other member of audit committee includes Mr. N Chiaranda, Ms NP Mnxasana and Ms BO Odunewu.
Upcoming Dividend • Dec 27Upcoming dividend of R3.00 per share at 6.5% yieldEligible shareholders must have bought the stock before 03 January 2024. Payment date: 08 January 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.6%).
お知らせ • Dec 13Barloworld Limited, Annual General Meeting, Feb 16, 2024Barloworld Limited, Annual General Meeting, Feb 16, 2024, at 09:00 South Africa Standard Time.
New Risk • Nov 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 21Full year 2023 earnings released: EPS: R10.66 (vs R6.14 in FY 2022)Full year 2023 results: EPS: R10.66 (up from R6.14 in FY 2022). Revenue: R45.0b (up 14% from FY 2022). Net income: R1.98b (up 66% from FY 2022). Profit margin: 4.4% (up from 3.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 74% 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 • Nov 20Barloworld Limited Announces Ordinary Final Dividend for the 12 Months Ended 30 September 2023, Payable on 8 January 2024Barloworld Limited announced ordinary final dividend for the 12 months ended 30 September 2023 of 300 cents per share (cps) (fiscal year 2022: 295 cps); total dividend 500 cps (fiscal year 2022: 460 cps). Net amount of dividend is 240 cents per share. Ordinary shares trade ex-dividend date is 3 January 2024. Record date is 5 January 2024. Payment date is 8 January 2024.
お知らせ • May 22Barloworld Limited Announces Interim Results for the Six Months Ended 31 March 2023, Payable on 26 June 2023Barloworld Limited announced interim dividend number 187 of 200 cents per ordinary share in respect of the six months ended 31 March 2023 has been declared subject to the applicable dividends tax levied in terms of the Income Tax Act, 58 of 1962 (as amended) (the "Income Tax Act") as follows: Dividend: Ordinary, Gross amount: 200 cents per share, Withholding tax: 20%, Net amount: 160 cents per share. Ordinary shares trade ex-dividend: 21 June 2023, record date is 23 June 2023 and Payment date is 26 June 2023.
お知らせ • Feb 04Barloworld Limited to Report First Half, 2023 Results on May 22, 2023Barloworld Limited announced that they will report first half, 2023 results on May 22, 2023
お知らせ • Nov 30Barloworld Limited, Annual General Meeting, Feb 17, 2023Barloworld Limited, Annual General Meeting, Feb 17, 2023. Agenda: To consider management changes.
Upcoming Dividend • Jun 16Upcoming dividend of R3.37 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 28 June 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.3%).
Reported Earnings • May 28First half 2021 earnings released: EPS R4.21 (vs R6.88 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R20.2b (up 13% from 1H 2020). Net income: R834.0m (up R2.27b from 1H 2020). Profit margin: 4.1% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Executive Departure • Feb 16Independent Non-Executive Director has left the companyOn the 11th of February, Sango Ntsaluba's tenure as Independent Non-Executive Director ended after 12.6 years in the role. As of December 2020, Sango personally held only 7.44k shares (€37k worth at the time). Sango is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 16New 90-day high: €5.60The company is up 51% from its price of €3.70 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.26 per share.
Is New 90 Day High Low • Jan 18New 90-day high: €5.10The company is up 66% from its price of €3.08 on 20 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.22 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €5.05The company is up 73% from its price of €2.92 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.39 per share.
Recent Insider Transactions • Dec 07Insider recently sold €3.5k worth of stockOn the 1st of December, Kamogelo Mmutlana sold around 377 shares on-market at roughly €9.21 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €212k more than they sold in the last 12 months.
Is New 90 Day High Low • Dec 07New 90-day high: €4.80The company is up 62% from its price of €2.96 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.21 per share.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 20%, compared to a 2.8% growth forecast for the Trade Distributors industry in Germany.
Reported Earnings • Dec 01Full year 2020 earnings released: R12.36 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: R49.7b (down 13% from FY 2019). Net loss: R2.48b (down 230% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 13New 90-day high: €3.46The company is up 12% from its price of €3.10 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.43 per share.
Is New 90 Day High Low • Sep 24New 90-day low: €2.80The company is down 27% from its price of €3.86 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.23 per share.