View Future GrowthItaltile 過去の業績過去 基準チェック /16Italtileの収益は年間平均-3.1%の割合で減少していますが、 Specialty Retail業界の収益は年間 増加しています。収益は年間4.7% 0.6%割合で 増加しています。 Italtileの自己資本利益率は18.8%であり、純利益率は15.7%です。主要情報-3.14%収益成長率-2.51%EPS成長率Specialty Retail 業界の成長11.09%収益成長率0.65%株主資本利益率18.77%ネット・マージン15.68%前回の決算情報31 Dec 2025最近の業績更新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, 2025Reported 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.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.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すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R10.34, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Specialty Retail industry in South Africa. Total returns to shareholders of 6.7% over the past three years.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, 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.収支内訳Italtile 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:ITE 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 258,7951,3792,081030 Sep 258,8361,4372,029030 Jun 258,8761,4941,976031 Mar 258,9621,4931,980031 Dec 249,0481,4921,984030 Sep 249,0561,4772,009030 Jun 249,0641,4622,033031 Mar 249,0211,4572,048031 Dec 238,9781,4512,063030 Sep 239,0571,5282,049030 Jun 239,1361,6052,034031 Mar 239,1361,6991,994031 Dec 229,1361,7931,954030 Sep 229,0591,8221,911030 Jun 228,9811,8501,867031 Mar 229,0421,8181,857031 Dec 219,1031,7861,847030 Sep 219,1191,7521,856030 Jun 219,1351,7181,865031 Mar 218,4171,4791,752031 Dec 207,6991,2391,639030 Sep 207,1951,1021,553030 Jun 206,6909641,466031 Mar 206,8941,1101,440031 Dec 197,0981,2561,414030 Sep 197,0371,2551,378030 Jun 196,9751,2531,342031 Mar 196,9551,2511,352031 Dec 186,9341,2491,361030 Sep 186,4991,1651,294030 Jun 186,0641,0801,227031 Mar 185,2429781,095031 Dec 174,420875962030 Sep 174,045860897030 Jun 173,670845832031 Mar 173,746863821031 Dec 163,822880809030 Sep 163,681847769030 Jun 163,539813728031 Mar 163,421793697031 Dec 153,302772666030 Sep 153,2097366510質の高い収益: ITEは 高品質の収益 を持っています。利益率の向上: ITEの現在の純利益率 (15.7%)は、昨年(16.5%)よりも低くなっています。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: ITEの収益は過去 5 年間で年間3.1%減少しました。成長の加速: ITE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: ITEは過去 1 年間で収益成長率がマイナス ( -7.6% ) となったため、 Specialty Retail業界平均 ( 5.2% ) と比較することが困難です。株主資本利益率高いROE: ITEの 自己資本利益率 ( 18.8% ) 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7D1Y7D1Y7D1YRetail 、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2026/07/01 22:10終値2026/07/01 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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
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
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
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.
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.
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
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R10.34, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Specialty Retail industry in South Africa. Total returns to shareholders of 6.7% over the past three years.
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.