View Future GrowthTranspaco 過去の業績過去 基準チェック /36Transpacoは、平均年間5%の収益成長を遂げていますが、 Packaging業界の収益は、年間 成長しています。収益は、平均年間28.5% 3.7%収益成長率で 成長しています。 Transpacoの自己資本利益率は14%であり、純利益率は5.8%です。主要情報4.96%収益成長率8.02%EPS成長率Packaging 業界の成長9.45%収益成長率3.68%株主資本利益率14.02%ネット・マージン5.82%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Feb 20First half 2026 earnings released: EPS: R2.53 (vs R2.69 in 1H 2025)First half 2026 results: EPS: R2.53 (down from R2.69 in 1H 2025). Revenue: R1.31b (down 1.5% from 1H 2025). Net income: R70.5m (down 9.2% from 1H 2025). Profit margin: 5.4% (down from 5.8% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Oct 23Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Aug 28Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Feb 21First half 2025 earnings released: EPS: R2.69 (vs R2.99 in 1H 2024)First half 2025 results: EPS: R2.69 (down from R2.99 in 1H 2024). Revenue: R1.33b (down 3.1% from 1H 2024). Net income: R77.7m (down 12% from 1H 2024). Profit margin: 5.8% (down from 6.4% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 24Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesBoard Change • May 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 20First half 2026 earnings released: EPS: R2.53 (vs R2.69 in 1H 2025)First half 2026 results: EPS: R2.53 (down from R2.69 in 1H 2025). Revenue: R1.31b (down 1.5% from 1H 2025). Net income: R70.5m (down 9.2% from 1H 2025). Profit margin: 5.4% (down from 5.8% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Declared Dividend • Feb 20First half dividend reduced to R0.70Dividend of R0.70 is 6.7% lower than last year. Ex-date: 11th March 2026 Payment date: 16th March 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 05Here's Why Transpaco (JSE:TPC) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Oct 23Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Oct 23Transpaco Limited, Annual General Meeting, Dec 05, 2025Transpaco Limited, Annual General Meeting, Dec 05, 2025. Location: registered office of the group, 331 6th street, wynberg, sandton, 2090, South AfricaDeclared Dividend • Aug 29Final dividend of R1.60 announcedShareholders will receive a dividend of R1.60. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 6.9%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 28Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Jun 18There's Been No Shortage Of Growth Recently For Transpaco's (JSE:TPC) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Board Change • May 08Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R32.00, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 62% over the past three years.Board Change • Apr 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 07Upcoming dividend of R0.75 per shareEligible shareholders must have bought the stock before 12 March 2025. Payment date: 17 March 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of South African dividend payers (8.3%). Higher than average of industry peers (4.2%).分析記事 • Feb 22Transpaco's (JSE:TPC) Dividend Will Be Reduced To ZAR0.75The board of Transpaco Limited ( JSE:TPC ) has announced that the dividend on 17th of March will be reduced by 6.3...Reported Earnings • Feb 21First half 2025 earnings released: EPS: R2.69 (vs R2.99 in 1H 2024)First half 2025 results: EPS: R2.69 (down from R2.99 in 1H 2024). Revenue: R1.33b (down 3.1% from 1H 2024). Net income: R77.7m (down 12% from 1H 2024). Profit margin: 5.8% (down from 6.4% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 21First half dividend reduced to R0.75Dividend of R0.75 is 6.3% lower than last year. Ex-date: 12th March 2025 Payment date: 17th March 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R37.50, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 165% over the past three years.New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R1.08b market cap, or US$58.2m).Buy Or Sell Opportunity • Jan 03Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to R32.50. The fair value is estimated to be R44.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 14%.分析記事 • Nov 23Here's Why Shareholders May Want To Be Cautious With Increasing Transpaco Limited's (JSE:TPC) CEO Pay PacketKey Insights Transpaco will host its Annual General Meeting on 29th of November CEO Phil Abelheim's total compensation...Reported Earnings • Oct 24Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 22Transpaco Limited, Annual General Meeting, Nov 29, 2024Transpaco Limited, Annual General Meeting, Nov 29, 2024. Location: 331, 6th street, wynberg, sandton, 2090, South AfricaValuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R40.00, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 13x in the Packaging industry in Africa. Total returns to shareholders of 187% over the past three years.Upcoming Dividend • Sep 13Upcoming dividend of R1.60 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 6.7%. Lower than top quartile of South African dividend payers (7.9%). In line with average of industry peers (6.2%).分析記事 • Aug 31Transpaco's (JSE:TPC) Dividend Will Be ZAR1.60Transpaco Limited's ( JSE:TPC ) investors are due to receive a payment of ZAR1.60 per share on 23rd of September. This...Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 29Transpaco Limited Declares Final Cash Dividend for the Year Ended 30 June 2024, Payable on September 23, 2024Transpaco Limited declared final gross cash dividend out of income reserves of 160.0 cents per share, resulting in total dividends of 240.0 cents per share for the year ended 30 June 2024. (June 2023: 260.0 cents per share). After applying the dividend withholding tax of 20% a net final dividend of 128.00000 cents per share will be paid to those shareholders who are not exempt from the dividends tax. The issued shares at the date of declaration is 28,839,388 ordinary shares. Ex dividend is September 18, 2024, Record date is September 20, 2024 and payment date is September 23, 2024.分析記事 • Aug 03Transpaco Limited (JSE:TPC) Screens Well But There Might Be A CatchWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to R33.59, the stock trades at a trailing P/E ratio of 5.8x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 163% over the past three years.Upcoming Dividend • Mar 06Upcoming dividend of R0.80 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 18 March 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 9.3%. Within top quartile of South African dividend payers (9.1%). Higher than average of industry peers (2.0%).New Risk • Feb 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (R861.4m market cap, or US$44.7m).Reported Earnings • Feb 22First half 2024 earnings released: EPS: R2.99 (vs R3.16 in 1H 2023)First half 2024 results: EPS: R2.99 (down from R3.16 in 1H 2023). Revenue: R1.38b (down 4.5% from 1H 2023). Net income: R88.6m (down 11% from 1H 2023). Profit margin: 6.4% (down from 6.9% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 25% per year.Declared Dividend • Feb 22First half dividend of R0.80 announcedShareholders will receive a dividend of R0.80. Ex-date: 13th March 2024 Payment date: 18th March 2024 Dividend yield will be 8.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R36.75, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 182% over the past three years.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R32.00, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 8x in the Packaging industry in Africa. Total returns to shareholders of 139% over the past three years.お知らせ • Oct 28Transpaco Limited, Annual General Meeting, Dec 01, 2023Transpaco Limited, Annual General Meeting, Dec 01, 2023, at 09:00 South Africa Standard Time. Location: 331 6th street, Wynberg Sandton, 2090 Sandton South Africaお知らせ • Oct 10Transpaco Limited, Annual General Meeting, Nov 08, 2023Transpaco Limited, Annual General Meeting, Nov 08, 2023, at 09:00 South Africa Standard Time. Location: Transpaco offices at 331 6th Street, Wynberg, Sandton Johannesburg South Africa Agenda: To consider and, if deemed fit, pass, with or without modification, the resolutions contemplated in the notice of general meeting.Upcoming Dividend • Sep 13Upcoming dividend of R1.75 per share at 7.8% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 7.8%. Lower than top quartile of South African dividend payers (9.4%). Higher than average of industry peers (4.5%).Reported Earnings • Aug 31Full year 2023 earnings releasedFull year 2023 results: Revenue: R2.59b (up 11% from FY 2022). Net income: R176.6m (up 16% from FY 2022). Profit margin: 6.8% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue.お知らせ • Aug 30Transpaco Limited Declares Final Cash Dividend for the Year Ended 30 June 2023, Payable on 26 September 2023The board of Transpaco Limited has declared a final gross cash dividend out of income reserves of 175.0 cents per share, resulting in total dividends of 260.0 cents per share for the year ended 30 June 2023 (June 2022: 215.0 cents per share). After applying the dividend withholding tax of 20% a net final dividend of 140.00000 cents per share will be paid to those shareholders who are not exempt from the dividends tax. Last date to trade shares cum dividend is 19 September 2023; Shares trade ex-dividend is 20 September 2023; Record date is 22 September 2023; Payment date is 26 September 2023.お知らせ • Aug 19+ 1 more updateTranspaco Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Transpaco Limited announced that they will report fiscal year 2023 results on Aug 29, 2023Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R33.75, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 222% over the past three years.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R25.52, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 135% over the past three years.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R25.01, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 13x in the Packaging industry in Africa. Total returns to shareholders of 130% over the past three years.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R27.06, the stock trades at a trailing P/E ratio of 4.7x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 198% over the past three years.Upcoming Dividend • Mar 08Upcoming dividend of R0.85 per share at 7.6% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 20 March 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 7.6%. Lower than top quartile of South African dividend payers (9.0%). Higher than average of industry peers (4.7%).お知らせ • Feb 14Transpaco Limited to Report First Half, 2023 Results on Feb 21, 2023Transpaco Limited announced that they will report first half, 2023 results on Feb 21, 2023Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R32.00, the stock trades at a trailing P/E ratio of 6.6x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 174% over the past three years.お知らせ • Feb 01Transpaco Limited Provides Earnings Guidance for the Six Months Ended December 31, 2022Transpaco Limited provided earnings guidance for the six months ended December 31, 2022. For the period, the company expects earnings per share to be 308 cents to 324 cents and Headline earnings per share to be 309 cents to 325 cents.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Non Executive Director S. Mahlangu was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 25+ 1 more updateTranspaco Limited to Report Fiscal Year 2022 Results on Oct 24, 2022Transpaco Limited announced that they will report fiscal year 2022 results on Oct 24, 2022Upcoming Dividend • Sep 14Upcoming dividend of R1.55 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 8.0%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (4.5%).Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to R27.41, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 7x in the Packaging industry in Africa. Total returns to shareholders of 151% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Bonge Mkhondo 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.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to R24.19, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 9x in the Packaging industry in Africa. Total returns to shareholders of 59% over the past three years.Upcoming Dividend • Mar 09Upcoming dividend of R0.60 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 22 March 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (6.0%).分析記事 • Feb 24Transpaco (JSE:TPC) Is Increasing Its Dividend To R0.60The board of Transpaco Limited ( JSE:TPC ) has announced that the dividend on 22nd of March will be increased to R0.60...お知らせ • Feb 24Transpaco Limited Declares an Interim Cash Dividend for the Six Month Period Ended 31 December 2021, Payable on 22 March 2022The board of directors of Transpaco Limited has declared an interim gross cash dividend out of income reserves of 60.0 cents per share (December 2020: 43.0 cents per share) for the six month period ended 31 December 2021. After applying the dividend withholding tax of 20%, a net interim dividend of 48.0 cents per share will be paid to those shareholders who are not exempt from the dividends tax. The issued shares at the date of declaration is 31,499,388 ordinary shares. The Income Tax reference number is 9975/112/71/6. Last date to trade shares cum dividend is 15 March 2022, and shares trade ex-dividend is 16 March 2022, with record date of 18 March 2022. The payment date is on 22 March 2022.お知らせ • Feb 19Transpaco Limited Announces Resignation of Bonge Yandiswa Mkhondo as Independent Non-Executive DirectorTranspaco Limited announced Bonge Yandiswa Mkhondo has resigned as an Independent Non-Executive Director from the Transpaco board and the committees on which she served with effect from 17 February 2022.お知らせ • Feb 10Transpaco Limited to Report Q2, 2022 Results on Feb 22, 2022Transpaco Limited announced that they will report Q2, 2022 results on Feb 22, 2022分析記事 • Feb 09Calculating The Fair Value Of Transpaco Limited (JSE:TPC)Does the February share price for Transpaco Limited ( JSE:TPC ) reflect what it's really worth? Today, we will estimate...Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to R20.90, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 10x in the Packaging industry in Africa. Total returns to shareholders of 24% over the past three years.分析記事 • Dec 21We Think Transpaco (JSE:TPC) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Sep 14Upcoming dividend of R1.10 per shareEligible shareholders must have bought the stock before 21 September 2021. Payment date: 27 September 2021. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (2.0%).Reported Earnings • Sep 02Full year 2021 earnings released: EPS R3.37 (vs R2.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R2.08b (up 9.1% from FY 2020). Net income: R110.3m (up 21% from FY 2020). Profit margin: 5.3% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R13.50, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 12x in the Packaging industry in Africa. Total loss to shareholders of 34% over the past three years.分析記事 • Jul 14Transpaco (JSE:TPC) Could Be Struggling To Allocate CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...お知らせ • Feb 12Transpaco Limited to Report First Half, 2021 Results on Feb 23, 2021Transpaco Limited announced that they will report first half, 2021 results on Feb 23, 2021Is New 90 Day High Low • Feb 01New 90-day low: R14.51The company is down 13% from its price of R16.75 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 36% over the same period.Is New 90 Day High Low • Jan 12New 90-day low: R16.50The company is down 8.0% from its price of R17.88 on 14 October 2020. The South African market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 24% over the same period.Is New 90 Day High Low • Dec 21New 90-day low: R16.70The company is down 5.0% from its price of R17.50 on 22 September 2020. The South African market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 34% over the same period.お知らせ • Dec 06Transpaco Limited Announces Executive ChangesTranspaco shareholders are advised that at the Annual General Meeting of members held on, 4 December 2020, all the ordinary and special resolutions as proposed in the Notice of Annual General Meeting were approved by the requisite majority of members. The company appointed HA Botha as a member of the Audit and Risk Committee, appointed B Mkhondo as a member of the Audit and Risk Committee and appointed SP van der Linde as a member of the Audit and Risk Committee.Is New 90 Day High Low • Sep 30New 90-day high: R18.50The company is up 32% from its price of R14.00 on 02 July 2020. The South African market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 11% over the same period.お知らせ • Aug 23Transpaco Limited to Report Fiscal Year 2020 Results on Sep 01, 2020Transpaco Limited announced that they will report fiscal year 2020 results on Sep 01, 2020収支内訳Transpaco の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史JSE:TPC 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費31 Dec 252,412140448030 Sep 252,422144444030 Jun 252,432148440031 Mar 252,438145442031 Dec 242,445142443030 Sep 242,466147435030 Jun 242,487153426031 Mar 242,507159413031 Dec 232,526166400030 Sep 232,559171403030 Jun 232,591177405031 Mar 232,584178420031 Dec 222,576180434030 Sep 222,457166411030 Jun 222,338153387031 Mar 222,264142338031 Dec 212,190131290030 Sep 212,134120332030 Jun 212,079110375031 Mar 212,000100426031 Dec 201,92091477030 Sep 201,91391472030 Jun 201,90691467031 Mar 201,91581477031 Dec 191,92571487030 Sep 191,90866487030 Jun 191,89262486031 Mar 191,89275487031 Dec 181,89187487030 Sep 181,80792467030 Jun 181,72297446031 Mar 181,66590437031 Dec 171,60983427030 Sep 171,62285425030 Jun 171,63686422031 Mar 171,67096418031 Dec 161,703105415030 Sep 161,708107414030 Jun 161,712109413031 Mar 161,632105391031 Dec 151,552101369030 Sep 151,45490344030 Jun 151,356793190質の高い収益: TPCは 高品質の収益 を持っています。利益率の向上: TPCの現在の純利益率 (5.8%)は、昨年(5.8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TPCの収益は過去 5 年間で年間5%増加しました。成長の加速: TPCは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: TPCは過去 1 年間で収益成長率がマイナス ( -0.9% ) となったため、 Packaging業界平均 ( 12.6% ) と比較することが困難です。株主資本利益率高いROE: TPCの 自己資本利益率 ( 14% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/21 17:15終値2026/05/21 00:00収益2025/12/31年間収益2025/06/30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Transpaco 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。1 アナリスト機関null nullMerchantec (Proprietary) Limited
Reported Earnings • Feb 20First half 2026 earnings released: EPS: R2.53 (vs R2.69 in 1H 2025)First half 2026 results: EPS: R2.53 (down from R2.69 in 1H 2025). Revenue: R1.31b (down 1.5% from 1H 2025). Net income: R70.5m (down 9.2% from 1H 2025). Profit margin: 5.4% (down from 5.8% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 23Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 28Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 21First half 2025 earnings released: EPS: R2.69 (vs R2.99 in 1H 2024)First half 2025 results: EPS: R2.69 (down from R2.99 in 1H 2024). Revenue: R1.33b (down 3.1% from 1H 2024). Net income: R77.7m (down 12% from 1H 2024). Profit margin: 5.8% (down from 6.4% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 24Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • May 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 20First half 2026 earnings released: EPS: R2.53 (vs R2.69 in 1H 2025)First half 2026 results: EPS: R2.53 (down from R2.69 in 1H 2025). Revenue: R1.31b (down 1.5% from 1H 2025). Net income: R70.5m (down 9.2% from 1H 2025). Profit margin: 5.4% (down from 5.8% in 1H 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 20First half dividend reduced to R0.70Dividend of R0.70 is 6.7% lower than last year. Ex-date: 11th March 2026 Payment date: 16th March 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 05Here's Why Transpaco (JSE:TPC) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Oct 23Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Oct 23Transpaco Limited, Annual General Meeting, Dec 05, 2025Transpaco Limited, Annual General Meeting, Dec 05, 2025. Location: registered office of the group, 331 6th street, wynberg, sandton, 2090, South Africa
Declared Dividend • Aug 29Final dividend of R1.60 announcedShareholders will receive a dividend of R1.60. Ex-date: 17th September 2025 Payment date: 22nd September 2025 Dividend yield will be 6.9%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 28Full year 2025 earnings released: EPS: R5.17 (vs R5.22 in FY 2024)Full year 2025 results: EPS: R5.17 (down from R5.22 in FY 2024). Revenue: R2.43b (down 2.2% from FY 2024). Net income: R147.5m (down 3.3% from FY 2024). Profit margin: 6.1% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Jun 18There's Been No Shortage Of Growth Recently For Transpaco's (JSE:TPC) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Board Change • May 08Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R32.00, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 62% over the past three years.
Board Change • Apr 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non Executive Director S. Mahlangu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 07Upcoming dividend of R0.75 per shareEligible shareholders must have bought the stock before 12 March 2025. Payment date: 17 March 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of South African dividend payers (8.3%). Higher than average of industry peers (4.2%).
分析記事 • Feb 22Transpaco's (JSE:TPC) Dividend Will Be Reduced To ZAR0.75The board of Transpaco Limited ( JSE:TPC ) has announced that the dividend on 17th of March will be reduced by 6.3...
Reported Earnings • Feb 21First half 2025 earnings released: EPS: R2.69 (vs R2.99 in 1H 2024)First half 2025 results: EPS: R2.69 (down from R2.99 in 1H 2024). Revenue: R1.33b (down 3.1% from 1H 2024). Net income: R77.7m (down 12% from 1H 2024). Profit margin: 5.8% (down from 6.4% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 21First half dividend reduced to R0.75Dividend of R0.75 is 6.3% lower than last year. Ex-date: 12th March 2025 Payment date: 17th March 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R37.50, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 165% over the past three years.
New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R1.08b market cap, or US$58.2m).
Buy Or Sell Opportunity • Jan 03Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to R32.50. The fair value is estimated to be R44.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 14%.
分析記事 • Nov 23Here's Why Shareholders May Want To Be Cautious With Increasing Transpaco Limited's (JSE:TPC) CEO Pay PacketKey Insights Transpaco will host its Annual General Meeting on 29th of November CEO Phil Abelheim's total compensation...
Reported Earnings • Oct 24Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 22Transpaco Limited, Annual General Meeting, Nov 29, 2024Transpaco Limited, Annual General Meeting, Nov 29, 2024. Location: 331, 6th street, wynberg, sandton, 2090, South Africa
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R40.00, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 13x in the Packaging industry in Africa. Total returns to shareholders of 187% over the past three years.
Upcoming Dividend • Sep 13Upcoming dividend of R1.60 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 6.7%. Lower than top quartile of South African dividend payers (7.9%). In line with average of industry peers (6.2%).
分析記事 • Aug 31Transpaco's (JSE:TPC) Dividend Will Be ZAR1.60Transpaco Limited's ( JSE:TPC ) investors are due to receive a payment of ZAR1.60 per share on 23rd of September. This...
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R5.22 (vs R5.68 in FY 2023)Full year 2024 results: EPS: R5.22 (down from R5.68 in FY 2023). Revenue: R2.49b (down 4.0% from FY 2023). Net income: R152.5m (down 14% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 29Transpaco Limited Declares Final Cash Dividend for the Year Ended 30 June 2024, Payable on September 23, 2024Transpaco Limited declared final gross cash dividend out of income reserves of 160.0 cents per share, resulting in total dividends of 240.0 cents per share for the year ended 30 June 2024. (June 2023: 260.0 cents per share). After applying the dividend withholding tax of 20% a net final dividend of 128.00000 cents per share will be paid to those shareholders who are not exempt from the dividends tax. The issued shares at the date of declaration is 28,839,388 ordinary shares. Ex dividend is September 18, 2024, Record date is September 20, 2024 and payment date is September 23, 2024.
分析記事 • Aug 03Transpaco Limited (JSE:TPC) Screens Well But There Might Be A CatchWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to R33.59, the stock trades at a trailing P/E ratio of 5.8x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 163% over the past three years.
Upcoming Dividend • Mar 06Upcoming dividend of R0.80 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 18 March 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 9.3%. Within top quartile of South African dividend payers (9.1%). Higher than average of industry peers (2.0%).
New Risk • Feb 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (R861.4m market cap, or US$44.7m).
Reported Earnings • Feb 22First half 2024 earnings released: EPS: R2.99 (vs R3.16 in 1H 2023)First half 2024 results: EPS: R2.99 (down from R3.16 in 1H 2023). Revenue: R1.38b (down 4.5% from 1H 2023). Net income: R88.6m (down 11% from 1H 2023). Profit margin: 6.4% (down from 6.9% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 25% per year.
Declared Dividend • Feb 22First half dividend of R0.80 announcedShareholders will receive a dividend of R0.80. Ex-date: 13th March 2024 Payment date: 18th March 2024 Dividend yield will be 8.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R36.75, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 6x in the Packaging industry in Africa. Total returns to shareholders of 182% over the past three years.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R32.00, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 8x in the Packaging industry in Africa. Total returns to shareholders of 139% over the past three years.
お知らせ • Oct 28Transpaco Limited, Annual General Meeting, Dec 01, 2023Transpaco Limited, Annual General Meeting, Dec 01, 2023, at 09:00 South Africa Standard Time. Location: 331 6th street, Wynberg Sandton, 2090 Sandton South Africa
お知らせ • Oct 10Transpaco Limited, Annual General Meeting, Nov 08, 2023Transpaco Limited, Annual General Meeting, Nov 08, 2023, at 09:00 South Africa Standard Time. Location: Transpaco offices at 331 6th Street, Wynberg, Sandton Johannesburg South Africa Agenda: To consider and, if deemed fit, pass, with or without modification, the resolutions contemplated in the notice of general meeting.
Upcoming Dividend • Sep 13Upcoming dividend of R1.75 per share at 7.8% yieldEligible shareholders must have bought the stock before 20 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 7.8%. Lower than top quartile of South African dividend payers (9.4%). Higher than average of industry peers (4.5%).
Reported Earnings • Aug 31Full year 2023 earnings releasedFull year 2023 results: Revenue: R2.59b (up 11% from FY 2022). Net income: R176.6m (up 16% from FY 2022). Profit margin: 6.8% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue.
お知らせ • Aug 30Transpaco Limited Declares Final Cash Dividend for the Year Ended 30 June 2023, Payable on 26 September 2023The board of Transpaco Limited has declared a final gross cash dividend out of income reserves of 175.0 cents per share, resulting in total dividends of 260.0 cents per share for the year ended 30 June 2023 (June 2022: 215.0 cents per share). After applying the dividend withholding tax of 20% a net final dividend of 140.00000 cents per share will be paid to those shareholders who are not exempt from the dividends tax. Last date to trade shares cum dividend is 19 September 2023; Shares trade ex-dividend is 20 September 2023; Record date is 22 September 2023; Payment date is 26 September 2023.
お知らせ • Aug 19+ 1 more updateTranspaco Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Transpaco Limited announced that they will report fiscal year 2023 results on Aug 29, 2023
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R33.75, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 222% over the past three years.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R25.52, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 135% over the past three years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R25.01, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 13x in the Packaging industry in Africa. Total returns to shareholders of 130% over the past three years.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R27.06, the stock trades at a trailing P/E ratio of 4.7x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 198% over the past three years.
Upcoming Dividend • Mar 08Upcoming dividend of R0.85 per share at 7.6% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 20 March 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 7.6%. Lower than top quartile of South African dividend payers (9.0%). Higher than average of industry peers (4.7%).
お知らせ • Feb 14Transpaco Limited to Report First Half, 2023 Results on Feb 21, 2023Transpaco Limited announced that they will report first half, 2023 results on Feb 21, 2023
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R32.00, the stock trades at a trailing P/E ratio of 6.6x. Average forward P/E is 14x in the Packaging industry in Africa. Total returns to shareholders of 174% over the past three years.
お知らせ • Feb 01Transpaco Limited Provides Earnings Guidance for the Six Months Ended December 31, 2022Transpaco Limited provided earnings guidance for the six months ended December 31, 2022. For the period, the company expects earnings per share to be 308 cents to 324 cents and Headline earnings per share to be 309 cents to 325 cents.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Non Executive Director S. Mahlangu was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 25+ 1 more updateTranspaco Limited to Report Fiscal Year 2022 Results on Oct 24, 2022Transpaco Limited announced that they will report fiscal year 2022 results on Oct 24, 2022
Upcoming Dividend • Sep 14Upcoming dividend of R1.55 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 26 September 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 8.0%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (4.5%).
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 19% share price gain to R27.41, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 7x in the Packaging industry in Africa. Total returns to shareholders of 151% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Bonge Mkhondo 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.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to R24.19, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 9x in the Packaging industry in Africa. Total returns to shareholders of 59% over the past three years.
Upcoming Dividend • Mar 09Upcoming dividend of R0.60 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 22 March 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (6.0%).
分析記事 • Feb 24Transpaco (JSE:TPC) Is Increasing Its Dividend To R0.60The board of Transpaco Limited ( JSE:TPC ) has announced that the dividend on 22nd of March will be increased to R0.60...
お知らせ • Feb 24Transpaco Limited Declares an Interim Cash Dividend for the Six Month Period Ended 31 December 2021, Payable on 22 March 2022The board of directors of Transpaco Limited has declared an interim gross cash dividend out of income reserves of 60.0 cents per share (December 2020: 43.0 cents per share) for the six month period ended 31 December 2021. After applying the dividend withholding tax of 20%, a net interim dividend of 48.0 cents per share will be paid to those shareholders who are not exempt from the dividends tax. The issued shares at the date of declaration is 31,499,388 ordinary shares. The Income Tax reference number is 9975/112/71/6. Last date to trade shares cum dividend is 15 March 2022, and shares trade ex-dividend is 16 March 2022, with record date of 18 March 2022. The payment date is on 22 March 2022.
お知らせ • Feb 19Transpaco Limited Announces Resignation of Bonge Yandiswa Mkhondo as Independent Non-Executive DirectorTranspaco Limited announced Bonge Yandiswa Mkhondo has resigned as an Independent Non-Executive Director from the Transpaco board and the committees on which she served with effect from 17 February 2022.
お知らせ • Feb 10Transpaco Limited to Report Q2, 2022 Results on Feb 22, 2022Transpaco Limited announced that they will report Q2, 2022 results on Feb 22, 2022
分析記事 • Feb 09Calculating The Fair Value Of Transpaco Limited (JSE:TPC)Does the February share price for Transpaco Limited ( JSE:TPC ) reflect what it's really worth? Today, we will estimate...
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to R20.90, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 10x in the Packaging industry in Africa. Total returns to shareholders of 24% over the past three years.
分析記事 • Dec 21We Think Transpaco (JSE:TPC) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Sep 14Upcoming dividend of R1.10 per shareEligible shareholders must have bought the stock before 21 September 2021. Payment date: 27 September 2021. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (2.0%).
Reported Earnings • Sep 02Full year 2021 earnings released: EPS R3.37 (vs R2.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R2.08b (up 9.1% from FY 2020). Net income: R110.3m (up 21% from FY 2020). Profit margin: 5.3% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R13.50, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 12x in the Packaging industry in Africa. Total loss to shareholders of 34% over the past three years.
分析記事 • Jul 14Transpaco (JSE:TPC) Could Be Struggling To Allocate CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
お知らせ • Feb 12Transpaco Limited to Report First Half, 2021 Results on Feb 23, 2021Transpaco Limited announced that they will report first half, 2021 results on Feb 23, 2021
Is New 90 Day High Low • Feb 01New 90-day low: R14.51The company is down 13% from its price of R16.75 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 36% over the same period.
Is New 90 Day High Low • Jan 12New 90-day low: R16.50The company is down 8.0% from its price of R17.88 on 14 October 2020. The South African market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 24% over the same period.
Is New 90 Day High Low • Dec 21New 90-day low: R16.70The company is down 5.0% from its price of R17.50 on 22 September 2020. The South African market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 34% over the same period.
お知らせ • Dec 06Transpaco Limited Announces Executive ChangesTranspaco shareholders are advised that at the Annual General Meeting of members held on, 4 December 2020, all the ordinary and special resolutions as proposed in the Notice of Annual General Meeting were approved by the requisite majority of members. The company appointed HA Botha as a member of the Audit and Risk Committee, appointed B Mkhondo as a member of the Audit and Risk Committee and appointed SP van der Linde as a member of the Audit and Risk Committee.
Is New 90 Day High Low • Sep 30New 90-day high: R18.50The company is up 32% from its price of R14.00 on 02 July 2020. The South African market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is down 11% over the same period.
お知らせ • Aug 23Transpaco Limited to Report Fiscal Year 2020 Results on Sep 01, 2020Transpaco Limited announced that they will report fiscal year 2020 results on Sep 01, 2020