Italtile（ITE）株式概要Italtile Limited は、南アフリカ、その他のアフリカ諸国、オーストラリアでタイル、バスルーム用品、関連ホームフィニッシング製品の製造、小売、フランチャイズを行っている。 詳細ITE ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績1/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より40.9%で取引されている 収益は年間7.77%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析17.87%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るITE Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR8.2861.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture013b2016201920222025202620282031Revenue R12.8bEarnings R2.0bAdvancedSet Fair ValueView all narrativesItaltile Limited 競合他社CashbuildSymbol: JSE:CSBMarket cap: R2.5bWeaver FintechSymbol: JSE:WVRMarket cap: R6.9bMotus HoldingsSymbol: JSE:MTHMarket cap: R17.9bWe Buy Cars HoldingsSymbol: JSE:WBCMarket cap: R14.6b価格と性能株価の高値、安値、推移の概要Italtile過去の株価現在の株価R8.2852週高値R11.2452週安値R7.76ベータ0.181ヶ月の変化-5.80%3ヶ月変化-10.97%1年変化-19.14%3年間の変化-31.29%5年間の変化-49.23%IPOからの変化8,790.51%最新ニュースNew Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 3.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.1% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Significant insider selling over the past 3 months (R17m sold).Declared Dividend • Mar 04First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 18th March 2026 Payment date: 23rd March 2026 Dividend yield will be 16%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jan 21Price target decreased by 7.9% to R13.04Down from R14.15, the current price target is an average from 2 analysts. New target price is 31% above last closing price of R9.95. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.27 for next year compared to R1.26 last year.分析記事 • Jan 16Italtile (JSE:ITE) Might Become A Compounding MachineFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 08We Discuss Why Italtile Limited's (JSE:ITE) CEO Compensation May Be Closely ReviewedKey Insights Italtile's Annual General Meeting to take place on 13th of November CEO Lance Foxcroft's total...Recent Insider Transactions • Oct 29Non-Executive Director recently sold R190k worth of stockOn the 22nd of October, Jan Potgieter sold around 20k shares on-market at roughly R9.50 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R8.0m. Insiders have been net sellers, collectively disposing of R18m more than they bought in the last 12 months.最新情報をもっと見るRecent updatesNew Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 3.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.1% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Significant insider selling over the past 3 months (R17m sold).Declared Dividend • Mar 04First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 18th March 2026 Payment date: 23rd March 2026 Dividend yield will be 16%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jan 21Price target decreased by 7.9% to R13.04Down from R14.15, the current price target is an average from 2 analysts. New target price is 31% above last closing price of R9.95. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.27 for next year compared to R1.26 last year.分析記事 • Jan 16Italtile (JSE:ITE) Might Become A Compounding MachineFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 08We Discuss Why Italtile Limited's (JSE:ITE) CEO Compensation May Be Closely ReviewedKey Insights Italtile's Annual General Meeting to take place on 13th of November CEO Lance Foxcroft's total...Recent Insider Transactions • Oct 29Non-Executive Director recently sold R190k worth of stockOn the 22nd of October, Jan Potgieter sold around 20k shares on-market at roughly R9.50 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R8.0m. Insiders have been net sellers, collectively disposing of R18m more than they bought in the last 12 months.Recent Insider Transactions • Oct 12Non-Executive Director recently sold R4.5m worth of stockOn the 9th of October, Jan Potgieter sold around 489k shares on-market at roughly R9.16 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R26m more than they bought in the last 12 months.Buy Or Sell Opportunity • Sep 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to R9.26. The fair value is estimated to be R11.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.お知らせ • Sep 29Italtile Limited, Annual General Meeting, Nov 13, 2025Italtile Limited, Annual General Meeting, Nov 13, 2025.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R9.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Specialty Retail industry in South Africa. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R11.95 per share.分析記事 • Sep 16Is Italtile (JSE:ITE) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Sep 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to R9.40. The fair value is estimated to be R11.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.Declared Dividend • Aug 27Final dividend of R1.20 announcedShareholders will receive a dividend of R1.20. Ex-date: 10th September 2025 Payment date: 15th September 2025 Dividend yield will be 13%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (90.0% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 25Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: R1.26 (up from R1.22 in FY 2024). Revenue: R8.88b (down 2.1% from FY 2024). Net income: R1.49b (up 2.2% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Aug 11Italtile Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Italtile Limited announced that they will report fiscal year 2025 results on Aug 25, 2025Buy Or Sell Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to R9.70. The fair value is estimated to be R12.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.Buy Or Sell Opportunity • Jul 13Now 22% undervaluedOver the last 90 days, the stock has risen 5.1% to R10.40. The fair value is estimated to be R13.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.お知らせ • Jun 13+ 1 more updateItaltile Limited Announces Changes to Board Committee, Effective 13 June 2025Italtile Limited announced that Ms. Alex Motshwanetsi Mathole, currently an independent non-executive director of the Board and member of the Committee, has been appointed as Chairperson of the Committee, effective 13 June 2025. Mr. Brand Pretorius, currently an independent non-executive director of the Board, has been appointed as a member of the Committee, with effective 13 June 2025. Accordingly, the Committee will be comprised as follows: Ms. Alex Motshwanetsi Mathole (Chairperson); Mr. Lance Foxcroft and Mr. Brand Pretorius.分析記事 • May 08Many Would Be Envious Of Italtile's (JSE:ITE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Recent Insider Transactions • Apr 27Independent Non-Executive Director recently sold R1.5m worth of stockOn the 24th of April, Nkateko Khoza sold around 156k shares on-market at roughly R9.91 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R27m more than they bought in the last 12 months.Upcoming Dividend • Mar 19Upcoming dividend of R0.28 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (8.4%). Higher than average of industry peers (3.4%).分析記事 • Dec 21Italtile Limited (JSE:ITE) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think Italtile Limited's ( JSE:ITE ) price-to-earnings (or "P/E") ratio of 11.1x is worth a...お知らせ • Dec 09Italtile Limited to Report First Half, 2025 Results on Mar 03, 2025Italtile Limited announced that they will report first half, 2025 results on Mar 03, 2025Recent Insider Transactions • Nov 28Non-Executive Director recently sold R3.5m worth of stockOn the 25th of November, Jan Potgieter sold around 245k shares on-market at roughly R14.29 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R11m. Insiders have been net sellers, collectively disposing of R25m more than they bought in the last 12 months.New Risk • Nov 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 32% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (R19m sold).分析記事 • Nov 08Shareholders May Be Wary Of Increasing Italtile Limited's (JSE:ITE) CEO Compensation PackageKey Insights Italtile's Annual General Meeting to take place on 14th of November CEO Lance Foxcroft's total...Recent Insider Transactions • Oct 27Non-Executive Director recently sold R4.2m worth of stockOn the 24th of October, Jan Potgieter sold around 324k shares on-market at roughly R13.01 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R10m more than they bought in the last 12 months.Reported Earnings • Oct 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: R1.22 (down from R1.33 in FY 2023). Revenue: R9.06b (flat on FY 2023). Net income: R1.46b (down 8.9% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Sep 30Italtile Limited, Annual General Meeting, Nov 14, 2024Italtile Limited, Annual General Meeting, Nov 14, 2024.Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 21% to R11.77. The fair value is estimated to be R14.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Buy Or Sell Opportunity • Aug 21Now 20% undervaluedOver the last 90 days, the stock has risen 29% to R12.45. The fair value is estimated to be R15.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.分析記事 • Aug 17Many Would Be Envious Of Italtile's (JSE:ITE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Board Change • Jul 05Less than half of directors are independentFollowing CFO & Executive Director Lamar Booysen's arrival on 01 July 2024, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Alex Mathole was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jul 05What Italtile Limited's (JSE:ITE) 27% Share Price Gain Is Not Telling YouItaltile Limited ( JSE:ITE ) shareholders have had their patience rewarded with a 27% share price jump in the last...Recent Insider Transactions • Jun 25Non-Executive Director recently sold R2.0m worth of stockOn the 18th of June, Jan Potgieter sold around 200k shares on-market at roughly R10.05 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R2.9m more than they bought in the last 12 months.Recent Insider Transactions • May 23Independent Non-Executive Director recently sold R470k worth of stockOn the 14th of May, Nkateko Khoza sold around 50k shares on-market at roughly R9.36 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R782k more than they bought in the last 12 months.Recent Insider Transactions • May 01Independent Non-Executive Director recently sold R112k worth of stockOn the 23rd of April, Nkateko Khoza sold around 12k shares on-market at roughly R9.50 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R185k. Insiders have been net sellers, collectively disposing of R297k more than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to R9.81. The fair value is estimated to be R12.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Buy Or Sell Opportunity • Mar 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to R10.01. The fair value is estimated to be R12.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Upcoming Dividend • Feb 28Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 11 March 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (4.2%).分析記事 • Feb 22Italtile (JSE:ITE) Is Due To Pay A Dividend Of ZAR0.27The board of Italtile Limited ( JSE:ITE ) has announced that it will pay a dividend of ZAR0.27 per share on the 11th of...Declared Dividend • Feb 22First half dividend reduced to R0.27Dividend of R0.27 is 16% lower than last year. Ex-date: 6th March 2024 Payment date: 11th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20First half 2024 earnings released: EPS: R0.68 (vs R0.80 in 1H 2023)First half 2024 results: EPS: R0.68 (down from R0.80 in 1H 2023). Revenue: R4.80b (down 3.2% from 1H 2023). Net income: R811.0m (down 16% from 1H 2023). Profit margin: 17% (down from 20% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to R10.76. The fair value is estimated to be R13.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.お知らせ • Feb 05Italtile Limited to Report First Half, 2024 Results on Feb 19, 2024Italtile Limited announced that they will report first half, 2024 results on Feb 19, 2024分析記事 • Jan 26Italtile Limited (JSE:ITE) Screens Well But There Might Be A CatchThere wouldn't be many who think Italtile Limited's ( JSE:ITE ) price-to-earnings (or "P/E") ratio of 9x is worth a...Buying Opportunity • Jan 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be R13.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.Buying Opportunity • Jan 02Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be R13.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.分析記事 • Dec 09Investors Shouldn't Overlook The Favourable Returns On Capital At Italtile (JSE:ITE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Buying Opportunity • Dec 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be R14.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.お知らせ • Dec 05Italtile Limited Announces Changes to the Company Secretary and Board CommitteeThe board of directors of Italtile Limited notified its shareholders that with effect from 1 December 2023, Ms E.J. Willis, will step down from her position as company secretary after twenty years of service to the Group. Ms Willis will continue to serve as company secretary for various unlisted subsidiary entities within the Group. Additionally, shareholders are hereby advised that, with effect 1 December 2023, Ms Susan du Toit has stepped down as Chairperson of the Remuneration Committee but will remain a member thereof, and Ms Alex Mathole, currently a member of the Remuneration Committee, has assumed the role of Chairperson thereof. Accordingly, the Remuneration Committee is comprised as follows: A Mathole (Chairperson); G A M Ravazzotti; S M du Toit; S G Pretorius; L R Langenhoven.Buying Opportunity • Oct 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be R14.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • Oct 05Full year 2023 earnings released: EPS: R1.33 (vs R1.52 in FY 2022)Full year 2023 results: EPS: R1.33 (down from R1.52 in FY 2022). Revenue: R9.14b (up 1.7% from FY 2022). Net income: R1.61b (down 13% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 0.3% vs FY 2022 Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Sep 29+ 1 more updateItaltile Limited, Annual General Meeting, Nov 09, 2023Italtile Limited, Annual General Meeting, Nov 09, 2023, at 08:00 Coordinated Universal Time.Buying Opportunity • Sep 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be R14.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.Upcoming Dividend • Sep 06Upcoming dividend of R0.21 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 18 September 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (4.9%).分析記事 • Aug 31Italtile's (JSE:ITE) Dividend Is Being Reduced To ZAR0.21Italtile Limited ( JSE:ITE ) has announced that on 18th of September, it will be paying a dividend ofZAR0.21, which a...Reported Earnings • Aug 28Full year 2023 earnings released: EPS: R1.33 (vs R1.52 in FY 2022)Full year 2023 results: EPS: R1.33 (down from R1.52 in FY 2022). Revenue: R9.14b (up 1.7% from FY 2022). Net income: R1.61b (down 13% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 28Italtile Limited Declares Final Gross Ordinary Cash Dividend for the Year Ended 30 June 2023, Payable on 18 September 2023The Board of directors of Italtile Limited has declared a final gross ordinary cash dividend for the year ended 30 June 2023 of 21.0 cents per share (2022: 27.0 cents) out of income reserves to all shareholders of Italtile as at the record date of 15 September 2023. Date to commence trading ex-dividend is 13 September 2023. Payment date is 18 September 2023.New Risk • Aug 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 15Italtile Limited to Report Fiscal Year 2023 Results on Aug 15, 2023Italtile Limited announced that they will report fiscal year 2023 results on Aug 15, 2023分析記事 • Apr 13Italtile (JSE:ITE) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Feb 22Upcoming dividend of R0.32 per share at 4.3% yieldEligible shareholders must have bought the stock before 01 March 2023. Payment date: 06 March 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (9.0%). In line with average of industry peers (4.6%).分析記事 • Feb 16Italtile (JSE:ITE) Is Reducing Its Dividend To ZAR0.32Italtile Limited ( JSE:ITE ) is reducing its dividend to ZAR0.32 on the 6th of Marchwhich is 5.9% less than last year's...お知らせ • Feb 14Italtile Limited Announces Executive ChangesItaltile Limited the board of directors notified its shareholders that with effect from 30 June 2023 the Group's founder, Mr. Gianni Ravazzotti, will retire from his position as non-executive Chairman of the Board and will assume the role of non-executive director. He will remain active in the business in his new position. Ms Luciana Ravazzotti Langenhoven, who has served as non-executive Deputy Chairman since 2018, will succeed Mr. Ravazzotti as non-executive Chairman of the Board. This transition is part of the Group's long-standing succession programme. Ms Ravazzotti Langenhoven has over 30 years of experience with the Group.お知らせ • Feb 13Italtile Limited Declares for the Review Period Ended 31 December 2022, Payable on 6 March, 2023The board of directors of Italtile Limited declared an interim gross cash dividend (number 113) for the review period ended 31 December 2022 of 32.0 cents per share (2021: 34.0 cents) out of income reserves to all shareholders of Italtile as at the record date of 3 March 2023. Date to commence trading ex-dividend 1 March 2023 Record date: 3 March 2023; Payment date to be 6 March 2023.お知らせ • Jan 31+ 1 more updateItaltile Limited to Report First Half, 2023 Results on Feb 13, 2023Italtile Limited announced that they will report first half, 2023 results on Feb 13, 2023Reported Earnings • Oct 04Full year 2022 earnings released: EPS: R1.52 (vs R1.41 in FY 2021)Full year 2022 results: EPS: R1.52 (up from R1.41 in FY 2021). Revenue: R8.98b (down 1.7% from FY 2021). Net income: R1.85b (up 7.7% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by lower expenses. Like-for-like sales growth: 1.2% vs FY 2021 Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 01Italtile Limited, Annual General Meeting, Nov 11, 2022Italtile Limited, Annual General Meeting, Nov 11, 2022, at 08:00 South Africa Standard Time. Agenda: to consider if deemed fit to pass with or without modification accordingly the business stated which is contained in the IAR.分析記事 • Sep 28Calculating The Intrinsic Value Of Italtile Limited (JSE:ITE)Does the September share price for Italtile Limited ( JSE:ITE ) reflect what it's really worth? Today, we will estimate...Upcoming Dividend • Sep 07Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 19 September 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of South African dividend payers (8.8%). In line with average of industry peers (4.3%).分析記事 • Aug 31Italtile (JSE:ITE) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 27Full year 2022 earnings released: EPS: R1.52 (vs R1.41 in FY 2021)Full year 2022 results: EPS: R1.52 (up from R1.41 in FY 2021). Revenue: R8.98b (down 1.7% from FY 2021). Net income: R1.85b (up 7.7% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 23Capital Investment Trends At Italtile (JSE:ITE) Look StrongTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • May 30Calculating The Intrinsic Value Of Italtile Limited (JSE:ITE)Does the May share price for Italtile Limited ( JSE:ITE ) reflect what it's really worth? Today, we will estimate the...分析記事 • Apr 21Does Italtile (JSE:ITE) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to R17.00, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total returns to shareholders of 53% over the past three years.Upcoming Dividend • Feb 23Upcoming dividend of R0.34 per shareEligible shareholders must have bought the stock before 02 March 2022. Payment date: 07 March 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of South African dividend payers (7.2%). Higher than average of industry peers (3.3%).分析記事 • Feb 13Italtile's (JSE:ITE) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Italtile Limited ( JSE:ITE ) has announced that it will be increasing its dividend on the 7th of March to...Reported Earnings • Feb 12First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.84 (up from R0.78 in 1H 2021). Revenue: R4.80b (flat on 1H 2021). Net income: R1.02b (up 7.1% from 1H 2021). Profit margin: 21% (up from 20% in 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11Italtile Limited Announces Cash Dividend Declaration for the Period Ended 31 December 2021, Payable 7 March 2022The board of directors of Italtile has declared an interim gross cash dividend (number 111) for the review period ended 31 December 2021 of 34.0 cents per share (2020: 31.0 cents) out of income reserves to all shareholders of Italtile as at the record date of, 4 March 2022. The dividend per share is calculated based on 1 321 654 148 shares (2020: 1 321 654 148 shares) in issue at the date of dividend declaration. The net local dividend amount is 27.2 cents per share for shareholders liable to pay dividends tax and 34.0 cents per share for shareholders exempt from paying dividends tax. Dividend declaration date: 10 February 2022, Last day to trade cum the dividend, 1 March 2022, Date to commence trading ex-dividend 2 March 2022, Record date 4 March 2022, Payment date, 7 March 2022.お知らせ • Feb 01+ 1 more updateItaltile Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021Italtile Limited provided earnings guidance for the six months ended December 31, 2021. For the period, the company expects EPS to be in the range of 82.7 cents to 85.2 cents; HEPS to be in the range of 82.6 cents to 85.1 cents.Recent Insider Transactions • Jan 12Non-Executive Director recently sold R4.0m worth of stockOn the 5th of January, Jan Potgieter sold around 238k shares on-market at roughly R16.80 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Nov 17Italtile (JSE:ITE) Might Become A Compounding MachineThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • Oct 05Full year 2021 earnings released: EPS R1.41 (vs R0.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R9.14b (up 37% from FY 2020). Net income: R1.72b (up 78% from FY 2020). Profit margin: 19% (up from 14% 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 whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Sep 08Upcoming dividend of R0.75 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 20 September 2021. Trailing yield: 4.7%. Lower than top quartile of South African dividend payers (7.7%). In line with average of industry peers (4.5%).分析記事 • Aug 28Is Italtile (JSE:ITE) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 27Third quarter 2021 earnings released: EPS R0.31 (vs R0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: R2.15b (up 50% from 3Q 2020). Net income: R382.0m (up 168% from 3Q 2020). Profit margin: 18% (up from 9.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.分析記事 • Jul 09Shareholders Are Optimistic That Italtile (JSE:ITE) Will Multiply In ValueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Apr 06Here's What Italtile's (JSE:ITE) Strong Returns On Capital MeanIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Mar 19Would Italtile Limited (JSE:ITE) Be Valuable To Income Investors?Could Italtile Limited ( JSE:ITE ) be an attractive dividend share to own for the long haul? Investors are often drawn...分析記事 • Feb 27Read This Before Considering Italtile Limited (JSE:ITE) For Its Upcoming R0.31 DividendReaders hoping to buy Italtile Limited ( JSE:ITE ) for its dividend will need to make their move shortly, as the stock...Upcoming Dividend • Feb 24Upcoming Dividend of R0.31 Per ShareWill be paid on the 8th of March to those who are registered shareholders by the 3rd of March. The trailing yield of 3.4% is below the top quartile of South African dividend payers (8.7%), but is in line with industry peers (3.5%).分析記事 • Feb 22Is Italtile (JSE:ITE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 14First half 2021 earnings released: EPS R0.78 (vs R0.55 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R4.83b (up 26% from 1H 2020). Net income: R954.0m (up 41% from 1H 2020). Profit margin: 20% (up from 18% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Feb 05Shareholders Of Italtile (JSE:ITE) Must Be Happy With Their 80% ReturnStock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...株主還元ITEZA Specialty RetailZA 市場7D1.0%-1.1%-1.7%1Y-19.1%-25.5%19.7%株主還元を見る業界別リターン: ITE過去 1 年間で-25.5 % の収益を上げたZA Specialty Retail業界を上回りました。リターン対市場: ITEは、過去 1 年間で19.7 % のリターンを上げたZA市場を下回りました。価格変動Is ITE's price volatile compared to industry and market?ITE volatilityITE Average Weekly Movement3.2%Specialty Retail Industry Average Movement5.1%Market Average Movement5.0%10% most volatile stocks in ZA Market10.7%10% least volatile stocks in ZA Market3.3%安定した株価: ITE 、 ZA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ITEの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19552,297Lance Foxcroftwww.italtile.com南アフリカ、その他のアフリカ諸国、オーストラリアでタイル、浴室用品、住宅設備関連製品の製造、小売、フランチャイズを行っている。事業セグメントは5つ：小売、フランチャイズ、不動産、供給・サポートサービス、製造。同社は、セラミックおよび磁器製の壁タイル、床タイル、衛生陶器、真鍮製品、化粧床材、ビニル床材、浴室用家具、水栓金具、照明器具、ホームファニッシング製品、アクセサリーのフランチャイズ展開と小売を行い、タイル、シャワーエンクロージャー、真鍮製品、化粧床材、ビニル床材、浴室用家具、シャワーエンクロージャー、衛生陶器、装飾品、木製床材、キャビネット、装飾品、アクセサリー、タイル張り用具の輸入と販売を行っている。また、不動産への投資や賃貸も行っている。また、釉薬付き磁器床タイル、セラミック壁・床タイル、中国製ガラス質衛生陶器、アクリルバス、接着剤、シャワートレイ、グラウト、接着剤、塗料、関連製品の製造・販売も行っている。さらに、物流・倉庫サービスも提供している。同社はItaltile Retail、CTM、TopTのブランドで小売店やオンラインを通じて製品を提供している。また、タイル、衛生陶器、グラウト、塗料、接着剤をサハラ以南の様々な地域に輸出している。同社は1955年に設立され、南アフリカのブライアンストンに本社を置く。Italtile Limited は Rallen Proprietary Limited の子会社として運営されている。もっと見るItaltile Limited 基礎のまとめItaltile の収益と売上を時価総額と比較するとどうか。ITE 基礎統計学時価総額R9.54b収益（TTM）R1.38b売上高(TTM)R8.80b7.2xPER（株価収益率1.1xP/SレシオITE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ITE 損益計算書（TTM）収益R8.80b売上原価R5.26b売上総利益R3.54bその他の費用R2.16b収益R1.38b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）1.16グロス・マージン40.20%純利益率15.68%有利子負債／自己資本比率6.6%ITE の長期的なパフォーマンスは？過去の実績と比較を見る配当金17.9%現在の配当利回り40%配当性向View Valuation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 23:15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Italtile Limited 1 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。2 アナリスト機関Brian PyleAvior Capital MarketsRowan GoellerChronux Research
New Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 3.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.1% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Significant insider selling over the past 3 months (R17m sold).
Declared Dividend • Mar 04First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 18th March 2026 Payment date: 23rd March 2026 Dividend yield will be 16%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jan 21Price target decreased by 7.9% to R13.04Down from R14.15, the current price target is an average from 2 analysts. New target price is 31% above last closing price of R9.95. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.27 for next year compared to R1.26 last year.
分析記事 • Jan 16Italtile (JSE:ITE) Might Become A Compounding MachineFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Nov 08We Discuss Why Italtile Limited's (JSE:ITE) CEO Compensation May Be Closely ReviewedKey Insights Italtile's Annual General Meeting to take place on 13th of November CEO Lance Foxcroft's total...
Recent Insider Transactions • Oct 29Non-Executive Director recently sold R190k worth of stockOn the 22nd of October, Jan Potgieter sold around 20k shares on-market at roughly R9.50 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R8.0m. Insiders have been net sellers, collectively disposing of R18m more than they bought in the last 12 months.
New Risk • Mar 06New major risk - Revenue and earnings growthEarnings have declined by 3.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.1% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Significant insider selling over the past 3 months (R17m sold).
Declared Dividend • Mar 04First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 18th March 2026 Payment date: 23rd March 2026 Dividend yield will be 16%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jan 21Price target decreased by 7.9% to R13.04Down from R14.15, the current price target is an average from 2 analysts. New target price is 31% above last closing price of R9.95. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.27 for next year compared to R1.26 last year.
分析記事 • Jan 16Italtile (JSE:ITE) Might Become A Compounding MachineFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Nov 08We Discuss Why Italtile Limited's (JSE:ITE) CEO Compensation May Be Closely ReviewedKey Insights Italtile's Annual General Meeting to take place on 13th of November CEO Lance Foxcroft's total...
Recent Insider Transactions • Oct 29Non-Executive Director recently sold R190k worth of stockOn the 22nd of October, Jan Potgieter sold around 20k shares on-market at roughly R9.50 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R8.0m. Insiders have been net sellers, collectively disposing of R18m more than they bought in the last 12 months.
Recent Insider Transactions • Oct 12Non-Executive Director recently sold R4.5m worth of stockOn the 9th of October, Jan Potgieter sold around 489k shares on-market at roughly R9.16 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R26m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Sep 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to R9.26. The fair value is estimated to be R11.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
お知らせ • Sep 29Italtile Limited, Annual General Meeting, Nov 13, 2025Italtile Limited, Annual General Meeting, Nov 13, 2025.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R9.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Specialty Retail industry in South Africa. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R11.95 per share.
分析記事 • Sep 16Is Italtile (JSE:ITE) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Sep 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to R9.40. The fair value is estimated to be R11.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.4%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
Declared Dividend • Aug 27Final dividend of R1.20 announcedShareholders will receive a dividend of R1.20. Ex-date: 10th September 2025 Payment date: 15th September 2025 Dividend yield will be 13%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (90.0% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 25Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: R1.26 (up from R1.22 in FY 2024). Revenue: R8.88b (down 2.1% from FY 2024). Net income: R1.49b (up 2.2% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Aug 11Italtile Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Italtile Limited announced that they will report fiscal year 2025 results on Aug 25, 2025
Buy Or Sell Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to R9.70. The fair value is estimated to be R12.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
Buy Or Sell Opportunity • Jul 13Now 22% undervaluedOver the last 90 days, the stock has risen 5.1% to R10.40. The fair value is estimated to be R13.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
お知らせ • Jun 13+ 1 more updateItaltile Limited Announces Changes to Board Committee, Effective 13 June 2025Italtile Limited announced that Ms. Alex Motshwanetsi Mathole, currently an independent non-executive director of the Board and member of the Committee, has been appointed as Chairperson of the Committee, effective 13 June 2025. Mr. Brand Pretorius, currently an independent non-executive director of the Board, has been appointed as a member of the Committee, with effective 13 June 2025. Accordingly, the Committee will be comprised as follows: Ms. Alex Motshwanetsi Mathole (Chairperson); Mr. Lance Foxcroft and Mr. Brand Pretorius.
分析記事 • May 08Many Would Be Envious Of Italtile's (JSE:ITE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Recent Insider Transactions • Apr 27Independent Non-Executive Director recently sold R1.5m worth of stockOn the 24th of April, Nkateko Khoza sold around 156k shares on-market at roughly R9.91 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R27m more than they bought in the last 12 months.
Upcoming Dividend • Mar 19Upcoming dividend of R0.28 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (8.4%). Higher than average of industry peers (3.4%).
分析記事 • Dec 21Italtile Limited (JSE:ITE) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think Italtile Limited's ( JSE:ITE ) price-to-earnings (or "P/E") ratio of 11.1x is worth a...
お知らせ • Dec 09Italtile Limited to Report First Half, 2025 Results on Mar 03, 2025Italtile Limited announced that they will report first half, 2025 results on Mar 03, 2025
Recent Insider Transactions • Nov 28Non-Executive Director recently sold R3.5m worth of stockOn the 25th of November, Jan Potgieter sold around 245k shares on-market at roughly R14.29 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R11m. Insiders have been net sellers, collectively disposing of R25m more than they bought in the last 12 months.
New Risk • Nov 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 32% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (R19m sold).
分析記事 • Nov 08Shareholders May Be Wary Of Increasing Italtile Limited's (JSE:ITE) CEO Compensation PackageKey Insights Italtile's Annual General Meeting to take place on 14th of November CEO Lance Foxcroft's total...
Recent Insider Transactions • Oct 27Non-Executive Director recently sold R4.2m worth of stockOn the 24th of October, Jan Potgieter sold around 324k shares on-market at roughly R13.01 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R10m more than they bought in the last 12 months.
Reported Earnings • Oct 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: R1.22 (down from R1.33 in FY 2023). Revenue: R9.06b (flat on FY 2023). Net income: R1.46b (down 8.9% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Sep 30Italtile Limited, Annual General Meeting, Nov 14, 2024Italtile Limited, Annual General Meeting, Nov 14, 2024.
Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 21% to R11.77. The fair value is estimated to be R14.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Buy Or Sell Opportunity • Aug 21Now 20% undervaluedOver the last 90 days, the stock has risen 29% to R12.45. The fair value is estimated to be R15.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
分析記事 • Aug 17Many Would Be Envious Of Italtile's (JSE:ITE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Board Change • Jul 05Less than half of directors are independentFollowing CFO & Executive Director Lamar Booysen's arrival on 01 July 2024, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Alex Mathole was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 05What Italtile Limited's (JSE:ITE) 27% Share Price Gain Is Not Telling YouItaltile Limited ( JSE:ITE ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Recent Insider Transactions • Jun 25Non-Executive Director recently sold R2.0m worth of stockOn the 18th of June, Jan Potgieter sold around 200k shares on-market at roughly R10.05 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R2.9m more than they bought in the last 12 months.
Recent Insider Transactions • May 23Independent Non-Executive Director recently sold R470k worth of stockOn the 14th of May, Nkateko Khoza sold around 50k shares on-market at roughly R9.36 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R782k more than they bought in the last 12 months.
Recent Insider Transactions • May 01Independent Non-Executive Director recently sold R112k worth of stockOn the 23rd of April, Nkateko Khoza sold around 12k shares on-market at roughly R9.50 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth R185k. Insiders have been net sellers, collectively disposing of R297k more than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to R9.81. The fair value is estimated to be R12.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Buy Or Sell Opportunity • Mar 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to R10.01. The fair value is estimated to be R12.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Upcoming Dividend • Feb 28Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 11 March 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (4.2%).
分析記事 • Feb 22Italtile (JSE:ITE) Is Due To Pay A Dividend Of ZAR0.27The board of Italtile Limited ( JSE:ITE ) has announced that it will pay a dividend of ZAR0.27 per share on the 11th of...
Declared Dividend • Feb 22First half dividend reduced to R0.27Dividend of R0.27 is 16% lower than last year. Ex-date: 6th March 2024 Payment date: 11th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 4.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20First half 2024 earnings released: EPS: R0.68 (vs R0.80 in 1H 2023)First half 2024 results: EPS: R0.68 (down from R0.80 in 1H 2023). Revenue: R4.80b (down 3.2% from 1H 2023). Net income: R811.0m (down 16% from 1H 2023). Profit margin: 17% (down from 20% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to R10.76. The fair value is estimated to be R13.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.
お知らせ • Feb 05Italtile Limited to Report First Half, 2024 Results on Feb 19, 2024Italtile Limited announced that they will report first half, 2024 results on Feb 19, 2024
分析記事 • Jan 26Italtile Limited (JSE:ITE) Screens Well But There Might Be A CatchThere wouldn't be many who think Italtile Limited's ( JSE:ITE ) price-to-earnings (or "P/E") ratio of 9x is worth a...
Buying Opportunity • Jan 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be R13.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.
Buying Opportunity • Jan 02Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be R13.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.
分析記事 • Dec 09Investors Shouldn't Overlook The Favourable Returns On Capital At Italtile (JSE:ITE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Buying Opportunity • Dec 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be R14.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.
お知らせ • Dec 05Italtile Limited Announces Changes to the Company Secretary and Board CommitteeThe board of directors of Italtile Limited notified its shareholders that with effect from 1 December 2023, Ms E.J. Willis, will step down from her position as company secretary after twenty years of service to the Group. Ms Willis will continue to serve as company secretary for various unlisted subsidiary entities within the Group. Additionally, shareholders are hereby advised that, with effect 1 December 2023, Ms Susan du Toit has stepped down as Chairperson of the Remuneration Committee but will remain a member thereof, and Ms Alex Mathole, currently a member of the Remuneration Committee, has assumed the role of Chairperson thereof. Accordingly, the Remuneration Committee is comprised as follows: A Mathole (Chairperson); G A M Ravazzotti; S M du Toit; S G Pretorius; L R Langenhoven.
Buying Opportunity • Oct 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be R14.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • Oct 05Full year 2023 earnings released: EPS: R1.33 (vs R1.52 in FY 2022)Full year 2023 results: EPS: R1.33 (down from R1.52 in FY 2022). Revenue: R9.14b (up 1.7% from FY 2022). Net income: R1.61b (down 13% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 0.3% vs FY 2022 Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Sep 29+ 1 more updateItaltile Limited, Annual General Meeting, Nov 09, 2023Italtile Limited, Annual General Meeting, Nov 09, 2023, at 08:00 Coordinated Universal Time.
Buying Opportunity • Sep 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be R14.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 15%.
Upcoming Dividend • Sep 06Upcoming dividend of R0.21 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 18 September 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (4.9%).
分析記事 • Aug 31Italtile's (JSE:ITE) Dividend Is Being Reduced To ZAR0.21Italtile Limited ( JSE:ITE ) has announced that on 18th of September, it will be paying a dividend ofZAR0.21, which a...
Reported Earnings • Aug 28Full year 2023 earnings released: EPS: R1.33 (vs R1.52 in FY 2022)Full year 2023 results: EPS: R1.33 (down from R1.52 in FY 2022). Revenue: R9.14b (up 1.7% from FY 2022). Net income: R1.61b (down 13% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 28Italtile Limited Declares Final Gross Ordinary Cash Dividend for the Year Ended 30 June 2023, Payable on 18 September 2023The Board of directors of Italtile Limited has declared a final gross ordinary cash dividend for the year ended 30 June 2023 of 21.0 cents per share (2022: 27.0 cents) out of income reserves to all shareholders of Italtile as at the record date of 15 September 2023. Date to commence trading ex-dividend is 13 September 2023. Payment date is 18 September 2023.
New Risk • Aug 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 15Italtile Limited to Report Fiscal Year 2023 Results on Aug 15, 2023Italtile Limited announced that they will report fiscal year 2023 results on Aug 15, 2023
分析記事 • Apr 13Italtile (JSE:ITE) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Feb 22Upcoming dividend of R0.32 per share at 4.3% yieldEligible shareholders must have bought the stock before 01 March 2023. Payment date: 06 March 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (9.0%). In line with average of industry peers (4.6%).
分析記事 • Feb 16Italtile (JSE:ITE) Is Reducing Its Dividend To ZAR0.32Italtile Limited ( JSE:ITE ) is reducing its dividend to ZAR0.32 on the 6th of Marchwhich is 5.9% less than last year's...
お知らせ • Feb 14Italtile Limited Announces Executive ChangesItaltile Limited the board of directors notified its shareholders that with effect from 30 June 2023 the Group's founder, Mr. Gianni Ravazzotti, will retire from his position as non-executive Chairman of the Board and will assume the role of non-executive director. He will remain active in the business in his new position. Ms Luciana Ravazzotti Langenhoven, who has served as non-executive Deputy Chairman since 2018, will succeed Mr. Ravazzotti as non-executive Chairman of the Board. This transition is part of the Group's long-standing succession programme. Ms Ravazzotti Langenhoven has over 30 years of experience with the Group.
お知らせ • Feb 13Italtile Limited Declares for the Review Period Ended 31 December 2022, Payable on 6 March, 2023The board of directors of Italtile Limited declared an interim gross cash dividend (number 113) for the review period ended 31 December 2022 of 32.0 cents per share (2021: 34.0 cents) out of income reserves to all shareholders of Italtile as at the record date of 3 March 2023. Date to commence trading ex-dividend 1 March 2023 Record date: 3 March 2023; Payment date to be 6 March 2023.
お知らせ • Jan 31+ 1 more updateItaltile Limited to Report First Half, 2023 Results on Feb 13, 2023Italtile Limited announced that they will report first half, 2023 results on Feb 13, 2023
Reported Earnings • Oct 04Full year 2022 earnings released: EPS: R1.52 (vs R1.41 in FY 2021)Full year 2022 results: EPS: R1.52 (up from R1.41 in FY 2021). Revenue: R8.98b (down 1.7% from FY 2021). Net income: R1.85b (up 7.7% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by lower expenses. Like-for-like sales growth: 1.2% vs FY 2021 Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 01Italtile Limited, Annual General Meeting, Nov 11, 2022Italtile Limited, Annual General Meeting, Nov 11, 2022, at 08:00 South Africa Standard Time. Agenda: to consider if deemed fit to pass with or without modification accordingly the business stated which is contained in the IAR.
分析記事 • Sep 28Calculating The Intrinsic Value Of Italtile Limited (JSE:ITE)Does the September share price for Italtile Limited ( JSE:ITE ) reflect what it's really worth? Today, we will estimate...
Upcoming Dividend • Sep 07Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 19 September 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of South African dividend payers (8.8%). In line with average of industry peers (4.3%).
分析記事 • Aug 31Italtile (JSE:ITE) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 27Full year 2022 earnings released: EPS: R1.52 (vs R1.41 in FY 2021)Full year 2022 results: EPS: R1.52 (up from R1.41 in FY 2021). Revenue: R8.98b (down 1.7% from FY 2021). Net income: R1.85b (up 7.7% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 23Capital Investment Trends At Italtile (JSE:ITE) Look StrongTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • May 30Calculating The Intrinsic Value Of Italtile Limited (JSE:ITE)Does the May share price for Italtile Limited ( JSE:ITE ) reflect what it's really worth? Today, we will estimate the...
分析記事 • Apr 21Does Italtile (JSE:ITE) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to R17.00, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total returns to shareholders of 53% over the past three years.
Upcoming Dividend • Feb 23Upcoming dividend of R0.34 per shareEligible shareholders must have bought the stock before 02 March 2022. Payment date: 07 March 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of South African dividend payers (7.2%). Higher than average of industry peers (3.3%).
分析記事 • Feb 13Italtile's (JSE:ITE) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Italtile Limited ( JSE:ITE ) has announced that it will be increasing its dividend on the 7th of March to...
Reported Earnings • Feb 12First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.84 (up from R0.78 in 1H 2021). Revenue: R4.80b (flat on 1H 2021). Net income: R1.02b (up 7.1% from 1H 2021). Profit margin: 21% (up from 20% in 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11Italtile Limited Announces Cash Dividend Declaration for the Period Ended 31 December 2021, Payable 7 March 2022The board of directors of Italtile has declared an interim gross cash dividend (number 111) for the review period ended 31 December 2021 of 34.0 cents per share (2020: 31.0 cents) out of income reserves to all shareholders of Italtile as at the record date of, 4 March 2022. The dividend per share is calculated based on 1 321 654 148 shares (2020: 1 321 654 148 shares) in issue at the date of dividend declaration. The net local dividend amount is 27.2 cents per share for shareholders liable to pay dividends tax and 34.0 cents per share for shareholders exempt from paying dividends tax. Dividend declaration date: 10 February 2022, Last day to trade cum the dividend, 1 March 2022, Date to commence trading ex-dividend 2 March 2022, Record date 4 March 2022, Payment date, 7 March 2022.
お知らせ • Feb 01+ 1 more updateItaltile Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021Italtile Limited provided earnings guidance for the six months ended December 31, 2021. For the period, the company expects EPS to be in the range of 82.7 cents to 85.2 cents; HEPS to be in the range of 82.6 cents to 85.1 cents.
Recent Insider Transactions • Jan 12Non-Executive Director recently sold R4.0m worth of stockOn the 5th of January, Jan Potgieter sold around 238k shares on-market at roughly R16.80 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Nov 17Italtile (JSE:ITE) Might Become A Compounding MachineThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • Oct 05Full year 2021 earnings released: EPS R1.41 (vs R0.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R9.14b (up 37% from FY 2020). Net income: R1.72b (up 78% from FY 2020). Profit margin: 19% (up from 14% 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 whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Sep 08Upcoming dividend of R0.75 per shareEligible shareholders must have bought the stock before 15 September 2021. Payment date: 20 September 2021. Trailing yield: 4.7%. Lower than top quartile of South African dividend payers (7.7%). In line with average of industry peers (4.5%).
分析記事 • Aug 28Is Italtile (JSE:ITE) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 27Third quarter 2021 earnings released: EPS R0.31 (vs R0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: R2.15b (up 50% from 3Q 2020). Net income: R382.0m (up 168% from 3Q 2020). Profit margin: 18% (up from 9.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Jul 09Shareholders Are Optimistic That Italtile (JSE:ITE) Will Multiply In ValueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Apr 06Here's What Italtile's (JSE:ITE) Strong Returns On Capital MeanIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Mar 19Would Italtile Limited (JSE:ITE) Be Valuable To Income Investors?Could Italtile Limited ( JSE:ITE ) be an attractive dividend share to own for the long haul? Investors are often drawn...
分析記事 • Feb 27Read This Before Considering Italtile Limited (JSE:ITE) For Its Upcoming R0.31 DividendReaders hoping to buy Italtile Limited ( JSE:ITE ) for its dividend will need to make their move shortly, as the stock...
Upcoming Dividend • Feb 24Upcoming Dividend of R0.31 Per ShareWill be paid on the 8th of March to those who are registered shareholders by the 3rd of March. The trailing yield of 3.4% is below the top quartile of South African dividend payers (8.7%), but is in line with industry peers (3.5%).
分析記事 • Feb 22Is Italtile (JSE:ITE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 14First half 2021 earnings released: EPS R0.78 (vs R0.55 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R4.83b (up 26% from 1H 2020). Net income: R954.0m (up 41% from 1H 2020). Profit margin: 20% (up from 18% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Feb 05Shareholders Of Italtile (JSE:ITE) Must Be Happy With Their 80% ReturnStock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...
