Foschini Group 将来の成長
Future 基準チェック /26
Foschini Group利益と収益がそれぞれ年間17.5%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.9% 2.3%なると予測されています。
主要情報
17.5%
収益成長率
2.29%
EPS成長率
| Specialty Retail 収益成長 | 11.2% |
| 収益成長率 | 5.2% |
| 将来の株主資本利益率 | 11.86% |
| アナリストカバレッジ | Good |
| 最終更新日 | 17 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • May 15
TFG: Softer Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.ナラティブの更新 • Apr 27
TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential
Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.ナラティブの更新 • Apr 11
TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential
Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).ナラティブの更新 • Mar 28
TFG: Impairment-Driven EPS Reset Will Still Support Future Upside
Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.ナラティブの更新 • Mar 13
TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside
Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).ナラティブの更新 • Feb 26
TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside
The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).ナラティブの更新 • Feb 10
TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside
Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.ナラティブの更新 • Jan 26
TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound
Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.ナラティブの更新 • Jan 12
TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery
Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.ナラティブの更新 • Dec 17
TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade
Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.ナラティブの更新 • Dec 03
TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk
Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.ナラティブの更新 • Nov 19
TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures
Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.ナラティブの更新 • Nov 04
TFG: Earnings Per Share Are Expected To Rebound In The Coming Year
Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.ナラティブの更新 • Oct 21
Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease
Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
新しいナラティブ • Dec 30
White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge
Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.分析記事 • Apr 13
The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up
The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...分析記事 • Mar 29
Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?
While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 3/31/2029 | 78,773 | 5,399 | N/A | N/A | 1 |
| 3/31/2028 | 68,885 | 3,666 | 3,747 | N/A | 6 |
| 3/31/2027 | 65,330 | 3,082 | 3,708 | N/A | 7 |
| 3/31/2026 | 62,715 | 2,162 | 1,996 | N/A | 7 |
| 9/30/2025 | 61,548 | 2,935 | 5,367 | 7,444 | N/A |
| 6/30/2025 | 59,910 | 3,062 | 5,249 | 7,189 | N/A |
| 3/31/2025 | 58,271 | 3,189 | 5,131 | 6,934 | N/A |
| 12/31/2024 | 56,978 | 3,083 | 5,436 | 7,253 | N/A |
| 9/30/2024 | 55,685 | 2,977 | 5,741 | 7,572 | N/A |
| 6/30/2024 | 55,953 | 3,004 | 6,717 | 8,635 | N/A |
| 3/31/2024 | 56,221 | 3,031 | 7,693 | 9,698 | N/A |
| 12/31/2023 | 55,458 | 2,910 | 6,048 | 8,570 | N/A |
| 9/30/2023 | 54,695 | 2,790 | 4,403 | 7,441 | N/A |
| 6/30/2023 | 53,236 | 2,908 | 3,077 | 6,096 | N/A |
| 3/31/2023 | 51,778 | 3,026 | 1,751 | 4,751 | N/A |
| 12/31/2022 | 49,810 | 3,196 | 1,761 | 4,132 | N/A |
| 9/30/2022 | 47,843 | 3,366 | 1,772 | 3,514 | N/A |
| 6/30/2022 | 45,607 | 3,138 | 3,283 | 4,941 | N/A |
| 3/31/2022 | 43,370 | 2,910 | 4,794 | 6,368 | N/A |
| 12/31/2021 | 41,406 | 831 | 5,329 | 6,715 | N/A |
| 9/30/2021 | 39,442 | -1,247 | 5,864 | 7,061 | N/A |
| 6/30/2021 | 36,196 | -1,554 | 6,710 | 7,623 | N/A |
| 3/31/2021 | 32,950 | -1,862 | 7,555 | 8,184 | N/A |
| 12/31/2020 | 31,924 | -117 | 7,102 | 7,817 | N/A |
| 9/30/2020 | 30,898 | 1,627 | 6,648 | 7,450 | N/A |
| 6/30/2020 | 33,111 | 2,036 | 5,661 | 6,622 | N/A |
| 3/31/2020 | 35,323 | 2,444 | 4,674 | 5,793 | N/A |
| 12/31/2019 | 35,233 | 2,574 | 4,753 | 5,810 | N/A |
| 9/30/2019 | 35,144 | 2,704 | 4,832 | 5,827 | N/A |
| 6/30/2019 | 34,622 | 2,672 | N/A | 5,785 | N/A |
| 3/31/2019 | 34,101 | 2,640 | N/A | 5,743 | N/A |
| 12/31/2018 | 33,078 | 2,610 | N/A | 4,044 | N/A |
| 9/30/2018 | 32,055 | 2,570 | N/A | 3,744 | N/A |
| 6/30/2018 | 30,287 | 2,488 | N/A | 3,114 | N/A |
| 3/31/2018 | 28,520 | 2,407 | N/A | 2,483 | N/A |
| 12/31/2017 | 26,515 | 2,361 | N/A | 2,598 | N/A |
| 9/30/2017 | 24,511 | 2,315 | N/A | 2,714 | N/A |
| 6/30/2017 | 24,030 | 2,333 | N/A | 2,618 | N/A |
| 3/31/2017 | 23,549 | 2,351 | N/A | 2,522 | N/A |
| 12/31/2016 | 23,155 | 2,289 | N/A | 2,437 | N/A |
| 9/30/2016 | 22,762 | 2,226 | N/A | 2,352 | N/A |
| 6/30/2016 | 21,935 | 2,191 | N/A | 2,070 | N/A |
| 3/31/2016 | 21,108 | 2,156 | N/A | 1,789 | N/A |
| 12/31/2015 | 19,825 | 1,922 | N/A | 1,275 | N/A |
| 9/30/2015 | 18,542 | 1,688 | N/A | 761 | N/A |
| 6/30/2015 | 17,314 | 1,593 | N/A | 923 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: TFGの予測収益成長率 (年間17.5% ) は 貯蓄率 ( 9.8% ) を上回っています。
収益対市場: TFGの収益 ( 17.5% ) はZA市場 ( 15.7% ) よりも速いペースで成長すると予測されています。
高成長収益: TFGの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: TFGの収益 ( 5.2% ) ZA市場 ( 6.8% ) よりも低い成長が予測されています。
高い収益成長: TFGの収益 ( 5.2% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: TFGの 自己資本利益率 は、3年後には低くなると予測されています ( 11.9 %)。
成長企業の発掘
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 | 2026/05/22 15:01 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2025/09/30 |
| 年間収益 | 2025/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
The Foschini Group Limited 7 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。18
| アナリスト | 機関 |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Atiyyah Vawda | Avior Capital Markets |