View Future GrowthPBT Holdings 過去の業績過去 基準チェック /56PBT Holdingsは、平均年間4.1%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間36.1% 5.6%収益成長率で 成長しています。 PBT Holdingsの自己資本利益率は42.8%であり、純利益率は6%です。主要情報4.14%収益成長率-0.20%EPS成長率IT 業界の成長31.36%収益成長率5.57%株主資本利益率42.80%ネット・マージン5.97%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Jul 05Full year 2026 earnings released: EPS: R0.71 (vs R0.65 in FY 2025)Full year 2026 results: EPS: R0.71 (up from R0.65 in FY 2025). Revenue: R1.15b (up 6.0% from FY 2025). Net income: R68.9m (up 6.2% from FY 2025). Profit margin: 6.0% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.35 (vs R0.29 in 1H 2025)First half 2026 results: EPS: R0.35 (up from R0.29 in 1H 2025). Revenue: R567.6m (up 3.4% from 1H 2025). Net income: R34.6m (up 19% from 1H 2025). Profit margin: 6.1% (up from 5.3% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Nov 12PBT Holdings Limited to Report First Half, 2026 Results on Nov 28, 2025PBT Holdings Limited announced that they will report first half, 2026 results on Nov 28, 2025分析記事 • Jul 05PBT Group (JSE:PBG) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereDespite posting healthy earnings, PBT Group Limited's ( JSE:PBG ) stock has been quite weak. We have done some...Reported Earnings • Jun 29Full year 2025 earnings released: EPS: R0.65 (vs R0.63 in FY 2024)Full year 2025 results: EPS: R0.65 (up from R0.63 in FY 2024). Revenue: R1.09b (up 1.4% from FY 2024). Net income: R64.8m (flat on FY 2024). Profit margin: 6.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.29 (vs R0.29 in 1H 2024)First half 2025 results: EPS: R0.29 (down from R0.29 in 1H 2024). Revenue: R549.0m (flat on 1H 2024). Net income: R29.1m (down 2.2% from 1H 2024). Profit margin: 5.3% (down from 5.4% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.すべての更新を表示Recent updatesReported Earnings • Jul 05Full year 2026 earnings released: EPS: R0.71 (vs R0.65 in FY 2025)Full year 2026 results: EPS: R0.71 (up from R0.65 in FY 2025). Revenue: R1.15b (up 6.0% from FY 2025). Net income: R68.9m (up 6.2% from FY 2025). Profit margin: 6.0% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.Declared Dividend • Jul 03First half dividend increased to R0.37Dividend of R0.37 is 5.7% higher than last year. Ex-date: 15th July 2026 Payment date: 20th July 2026 Dividend yield will be 9.9%, which is lower than the industry average of 11%. Sustainability & Growth The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30PBT Holdings Limited, Annual General Meeting, Aug 14, 2026PBT Holdings Limited, Annual General Meeting, Aug 14, 2026.New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. 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 September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (R665.0m market cap, or US$41.0m).New Risk • Jan 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (R632.0m market cap, or US$38.5m).分析記事 • Dec 31These 4 Measures Indicate That PBT Holdings (JSE:PBT) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 01PBT Holdings' (JSE:PBT) Dividend Will Be ZAR0.30PBT Holdings Limited ( JSE:PBT ) will pay a dividend of ZAR0.30 on the 22nd of December. This takes the annual payment...Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.35 (vs R0.29 in 1H 2025)First half 2026 results: EPS: R0.35 (up from R0.29 in 1H 2025). Revenue: R567.6m (up 3.4% from 1H 2025). Net income: R34.6m (up 19% from 1H 2025). Profit margin: 6.1% (up from 5.3% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.Buy Or Sell Opportunity • Nov 13Now 22% undervaluedOver the last 90 days, the stock has risen 8.9% to R6.37. The fair value is estimated to be R8.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 10%.お知らせ • Nov 12PBT Holdings Limited to Report First Half, 2026 Results on Nov 28, 2025PBT Holdings Limited announced that they will report first half, 2026 results on Nov 28, 2025分析記事 • Nov 12PBT Group Limited's (JSE:PBG) Popularity With Investors Is Under Threat From OverpricingWith a median price-to-earnings (or "P/E") ratio of close to 9x in South Africa, you could be forgiven for feeling...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R7.00, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 10x in the IT industry in South Africa. Total returns to shareholders of 23% over the past three years.Buy Or Sell Opportunity • Oct 08Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at R6.20. The fair value is estimated to be R8.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 10%.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to R7.40, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the IT industry in South Africa. Total returns to shareholders of 31% over the past three years.分析記事 • Aug 23Here's Why Shareholders May Want To Be Cautious With Increasing PBT Group Limited's (JSE:PBG) CEO Pay PacketKey Insights PBT Group's Annual General Meeting to take place on 29th of August CEO Elizna Read's total compensation...分析記事 • Jul 05PBT Group (JSE:PBG) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereDespite posting healthy earnings, PBT Group Limited's ( JSE:PBG ) stock has been quite weak. We have done some...Declared Dividend • Jun 30Final dividend of R0.35 announcedShareholders will receive a dividend of R0.35. Ex-date: 16th July 2025 Payment date: 21st July 2025 Dividend yield will be 11%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 29Full year 2025 earnings released: EPS: R0.65 (vs R0.63 in FY 2024)Full year 2025 results: EPS: R0.65 (up from R0.63 in FY 2024). Revenue: R1.09b (up 1.4% from FY 2024). Net income: R64.8m (flat on FY 2024). Profit margin: 6.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.New Risk • Jun 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Dividend is not well covered by earnings (459% payout ratio). Market cap is less than US$100m (R565.0m market cap, or US$31.7m).お知らせ • Jun 27PBT Group Limited, Annual General Meeting, Aug 29, 2025PBT Group Limited, Annual General Meeting, Aug 29, 2025.New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. 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 September 2024 fiscal period end). Dividend is not well covered by earnings (459% payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (R550.0m market cap, or US$30.7m).Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R6.49, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 11x in the IT industry in Africa. Total returns to shareholders of 15% over the past three years.分析記事 • May 16Returns On Capital Are A Standout For PBT Group (JSE:PBG)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R6.47, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 12x in the IT industry in Africa. Total returns to shareholders of 32% over the past three years.New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (459% payout ratio). Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (R550.0m market cap, or US$29.2m).Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R6.50, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 11x in the IT industry in Africa. Total returns to shareholders of 33% over the past three years.分析記事 • Feb 01Shareholders Would Enjoy A Repeat Of PBT Group's (JSE:PBG) Recent Growth In ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Dec 11PBT Group (JSE:PBG) Is Due To Pay A Dividend Of ZAR0.27PBT Group Limited ( JSE:PBG ) will pay a dividend of ZAR0.27 on the 23rd of December. The payment will take the...New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (459% payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R630.0m market cap, or US$35.3m).Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.29 (vs R0.29 in 1H 2024)First half 2025 results: EPS: R0.29 (down from R0.29 in 1H 2024). Revenue: R549.0m (flat on 1H 2024). Net income: R29.1m (down 2.2% from 1H 2024). Profit margin: 5.3% (down from 5.4% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.Declared Dividend • Dec 02Final dividend increased to R0.27Dividend of R0.27 is 3.8% higher than last year. Ex-date: 18th December 2024 Payment date: 23rd December 2024 Dividend yield will be 11%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29+ 1 more updatePBT Group Limited to Report First Half, 2025 Results on Nov 29, 2024PBT Group Limited announced that they will report first half, 2025 results on Nov 29, 2024Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Pule Taukobong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jul 11Investors Can Find Comfort In PBT Group's (JSE:PBG) Earnings QualityThe market for PBT Group Limited's ( JSE:PBG ) shares didn't move much after it posted weak earnings recently. We did...分析記事 • Jul 02PBT Group's (JSE:PBG) Dividend Will Be Increased To ZAR0.34The board of PBT Group Limited ( JSE:PBG ) has announced that it will be paying its dividend of ZAR0.34 on the 22nd of...Declared Dividend • Jul 01Final dividend of R0.34 announcedShareholders will receive a dividend of R0.34. Ex-date: 17th July 2024 Payment date: 22nd July 2024 Dividend yield will be 9.3%, which is lower than the industry average of 11%. Sustainability & Growth The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.5% to bring the payout ratio under control, which is less than the 28% EPS growth achieved over the last 5 years.Reported Earnings • Jun 30Full year 2024 earnings released: EPS: R0.63 (vs R0.78 in FY 2023)Full year 2024 results: EPS: R0.63 (down from R0.78 in FY 2023). Revenue: R1.07b (down 1.7% from FY 2023). Net income: R64.0m (down 6.5% from FY 2023). Profit margin: 6.0% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 29PBT Group Limited, Annual General Meeting, Aug 02, 2024PBT Group Limited, Annual General Meeting, Aug 02, 2024.お知らせ • Jun 28PBT Group Limited Announces Distribution on Ordinary Shares, Payable on 22 July 2024PBT Group Limited on 24 June 2024, the Board of Directors resolved to declare a capital reduction distribution of 17.00 cents per ordinary share and a dividend distribution of 17.00 cents per ordinary share. The total distribution will equate to ZAR 35.4 million. Last day to trade "cum Distribution" on 16 July 2024. The first trading day "ex distribution" on 17 July 2024. The record date is on 19 July 2024. The dividend is payable on 22 July 2024.New Risk • Jun 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. 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 September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (R659.3m market cap, or US$36.4m).Upcoming Dividend • Dec 13Upcoming dividend of R0.26 per share at 13% yieldEligible shareholders must have bought the stock before 20 December 2023. Payment date: 27 December 2023. Payout ratio is a comfortable 61% and the cash payout ratio is 83%. Trailing yield: 13%. Within top quartile of South African dividend payers (9.4%). Higher than average of industry peers (11%).分析記事 • Dec 06PBT Group (JSE:PBG) Is Achieving High Returns On Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 02PBT Group Limited Declares Interim Distribution for Six Months Ended 30 September 2023, Payable on 27 December 2023On 24 November 2023, the Board of PBT Group Limited resolved to declare an interim distribution of 13.00 cents per PBT ordinary share and a dividend distribution of 13.00 cents per PBT ordinary share for the six months ended 30 September 2023. Last day to trade "cum Distribution"is 19 December 2023. First trading day "ex Distribution" is 20 December 2023. Record date is 22 December 2023. Payment date is 27 December 2023.お知らせ • Nov 29PBT Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2023PBT Group Limited provided earnings guidance for the six months ended June 30, 2023. Shareholders of PBT Group are advised that the Company is satisfied that a reasonable degree of certainty exists that the expected earnings per share ("EPS") and headline earnings per share ("HEPS") for the current period will differ by at least 20% from that of the previous corresponding period, being the six months ended 30 September 2022 ("the prior period"). Revenue from continuing operations to be ZAR 536.5 million to ZAR 558.4 million, Headline Earnings to be ZAR 29.1 million to ZAR 30.3 million, Headline Earnings per share to be ZAR 28.3 to ZAR 29.5, Earnings per share to be ZAR 28.3 to ZAR 29.5. Group Revenue to be ZAR 552.9 million to ZAR 575.5 million, Headline Earnings to be ZAR 26.0 million to ZAR 27.0 million, Headline Earnings per share to be ZAR 25.2 to ZAR 26.3, Earnings per share to be ZAR 26.0 to ZAR 27.1.Upcoming Dividend • Jul 12Upcoming dividend of R0.33 per share at 15% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 24 July 2023. Trailing yield: 15%. Within top quartile of South African dividend payers (10.0%). Higher than average of industry peers (9.2%).お知らせ • Jun 30+ 1 more updatePBT Group Limited to Report Fiscal Year 2023 Results on Jul 07, 2023PBT Group Limited announced that they will report fiscal year 2023 results on Jul 07, 2023Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to R8.01, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 10x in the IT industry in Africa. Total returns to shareholders of 557% over the past three years.Upcoming Dividend • May 03Upcoming dividend of R0.75 per share at 9.0% yieldEligible shareholders must have bought the stock before 10 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 9.0%. Lower than top quartile of South African dividend payers (9.4%). Higher than average of industry peers (8.0%).Upcoming Dividend • Apr 26Upcoming dividend of R0.75 per share at 8.6% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 8.6%. Lower than top quartile of South African dividend payers (9.4%). In line with average of industry peers (8.1%).分析記事 • Apr 25PBT Group (JSE:PBG) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R8.50, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 9x in the IT industry in Africa. Total returns to shareholders of 440% over the past three years.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R8.49, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 11x in the IT industry in South Africa. Total returns to shareholders of 523% over the past three years.分析記事 • Mar 03Is PBT Group (JSE:PBG) 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...分析記事 • Feb 01Do PBT Group's (JSE:PBG) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jan 13Pulsent OH GP Proprietary Limited completed the acquisition of additional 3.34% stake in PBT Group Limited (JSE:PBG).Pulsent OH GP Proprietary Limited agreed to acquire additional 3.34% stake in PBT Group Limited (JSE:PBG) for ZAR 26.1 million on December 1, 2022. For 2.1 million shares the offer per share is ZAR 8.5 and for 0.9 million shares the offer per share is ZAR 9.2. Pulsent OH GP Proprietary Limited completed the acquisition of additional 3.34% stake in PBT Group Limited (JSE:PBG) on January 11, 2023.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 32% share price gain to R13.00, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 14x in the IT industry in South Africa. Total returns to shareholders of 779% over the past three years.Upcoming Dividend • Jan 04Upcoming dividend of R0.30 per shareEligible shareholders must have bought the stock before 11 January 2023. Payment date: 16 January 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 8.5%. Lower than top quartile of South African dividend payers (8.7%). In line with average of industry peers (8.7%).Upcoming Dividend • Dec 14Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 21 December 2022. Payment date: 28 December 2022. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of South African dividend payers (8.8%). In line with average of industry peers (8.5%).Reported Earnings • Dec 01First half 2023 earnings released: EPS: R0.36 (vs R0.35 in 1H 2022)First half 2023 results: EPS: R0.36 (up from R0.35 in 1H 2022). Revenue: R536.5m (up 14% from 1H 2022). Net income: R29.7m (up 1.8% from 1H 2022). Profit margin: 5.5% (down from 6.2% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to R10.40, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 11x in the IT industry in South Africa. Total returns to shareholders of 786% over the past three years.Upcoming Dividend • Jul 13Upcoming dividend of R0.32 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 25 July 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 10%. Within top quartile of South African dividend payers (8.9%). Higher than average of industry peers (7.0%).お知らせ • Jul 09PBT Group Limited, Annual General Meeting, Aug 19, 2022PBT Group Limited, Annual General Meeting, Aug 19, 2022, at 10:00 South Africa Standard Time. Agenda: Annual General Meeting.Reported Earnings • Jul 01Full year 2022 earnings released: EPS: R0.80 (vs R0.51 in FY 2021)Full year 2022 results: EPS: R0.80 (up from R0.51 in FY 2021). Revenue: R975.7m (up 24% from FY 2021). Net income: R67.2m (up 52% from FY 2021). Profit margin: 6.9% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 25PBT Group Limited to Report Fiscal Year 2022 Results on Jun 30, 2022PBT Group Limited announced that they will report fiscal year 2022 results on Jun 30, 2022Upcoming Dividend • Jun 07Upcoming dividend of R0.30 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 9.3%. Within top quartile of South African dividend payers (8.4%). Higher than average of industry peers (6.4%).Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 22% share price gain to R9.10, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 12x in the IT industry in South Africa. Total returns to shareholders of 694% over the past three years.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to R7.20, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 13x in the IT industry in South Africa. Total returns to shareholders of 506% over the past three years.Upcoming Dividend • Dec 07Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 14 December 2021. Payment date: 20 December 2021. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (6.9%).Reported Earnings • Nov 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.35 (up from R0.21 in 1H 2021). Revenue: R468.7m (up 20% from 1H 2021). Net income: R29.2m (up 55% from 1H 2021). Profit margin: 6.2% (up from 4.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 84% per year whereas the company’s share price has increased by 85% per year.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 28% share price gain to R8.00, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 14x in the IT industry in South Africa. Total returns to shareholders of 656% over the past three years.お知らせ • Nov 24Pbt Group Limited Provides Earnings Expectations for the Six Months Ended 30 September 2021PBT Group Limited provided earnings expectations for the six months ended 30 September 2021. For the period, the company expects the Revenue of ZAR 459.3 million to ZAR 478.1 million.Profit after tax of ZAR 40.7 million to ZAR 42.4 million. Earnings per share of ZAR 34.26 to ZAR 35.66.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to R6.00, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 14x in the IT industry in South Africa. Total returns to shareholders of 410% over the past three years.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.50, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 11x in the IT industry in South Africa. Total returns to shareholders of 495% over the past three years.分析記事 • Oct 05Estimating The Intrinsic Value Of PBT Group Limited (JSE:PBG)How far off is PBT Group Limited ( JSE:PBG ) from its intrinsic value? Using the most recent financial data, we'll take...分析記事 • Sep 02I Ran A Stock Scan For Earnings Growth And Group (JSE:PBG) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Recent Insider Transactions • Jul 29Non-Executive Director recently sold R434k worth of stockOn the 27th of July, Hermanus Steyn sold around 94k shares on-market at roughly R4.62 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.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to R4.90, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 14x in the IT industry in Africa. Total returns to shareholders of 272% over the past three years.Upcoming Dividend • Jul 28Upcoming dividend of R0.22 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 10 August 2021. Trailing yield: 9.0%. Within top quartile of South African dividend payers (8.0%). In line with average of industry peers (9.8%).Reported Earnings • Jul 03Full year 2021 earnings released: EPS R0.51 (vs R0.31 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R789.0m (up 17% from FY 2020). Net income: R44.2m (up 49% from FY 2020). Profit margin: 5.6% (up from 4.4% 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 107% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to R4.94, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 16x in the IT industry in Africa. Total returns to shareholders of 332% over the past three years.分析記事 • Mar 12Is PBT Group Limited's (JSE:PBG) Stock Price Struggling As A Result Of Its Mixed Financials?Group (JSE:PBG) has had a rough month with its share price down 7.3%. It seems that the market might have completely...分析記事 • Feb 05Is PBT Group Limited (JSE:PBG) A Smart Choice For Dividend Investors?Could PBT Group Limited ( JSE:PBG ) be an attractive dividend share to own for the long haul? Investors are often drawn...Is New 90 Day High Low • Jan 15New 90-day high: R4.30The company is up 43% from its price of R3.01 on 16 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 24% over the same period.分析記事 • Jan 06We Think Group's (JSE:PBG) Statutory Profit Might Understate Its Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...分析記事 • Dec 10Interested In Group's (JSE:PBG) Upcoming R0.16 Dividend? You Have Three Days LeftPBT Group Limited ( JSE:PBG ) is about to trade ex-dividend in the next 3 days. You will need to purchase shares before...Reported Earnings • Nov 30First half 2021 earnings released: EPS R0.21The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: R389.3m (up 21% from 1H 2020). Net income: R18.8m (up 17% from 1H 2020). Profit margin: 4.8% (down from 5.0% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 26Here's Why We Think Group (JSE:PCT) Is Well Worth WatchingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Nov 05New 90-day high: R3.49The company is up 21% from its price of R2.88 on 07 August 2020. The South African market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 16% over the same period.Is New 90 Day High Low • Oct 21New 90-day high: R3.24The company is up 9.0% from its price of R2.98 on 23 July 2020. The South African market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 19% over the same period.Valuation Update With 7 Day Price Move • Oct 14Market bids up stock over the past weekAfter last week's 15% share price gain to R3.23, the stock is trading at a trailing P/E ratio of 10.5x, up from the previous P/E ratio of 9.1x. This compares to an average P/E of 12x in the IT industry in Africa. Total returns to shareholders over the past three years are 95%.お知らせ • Sep 30+ 3 more updatesA consortium of buyers, including Fisc Investment Management (Pty) Ltd, Nimeemmi CC, Fermagh Investments (Pty) Ltd, Prescient Empowerment Trust (Proprietary) Limited and others completed the acquisition of an unknown minority stake Prescient Holdings Proprietary Limited from PBT Group Limited (JSE:PBG).A consortium of buyers (Consortium), including Fisc Investment Management (Pty) Ltd, Nimeemmi CC, Fermagh Investments (Pty) Ltd, Prescient Empowerment Trust (Proprietary) Limited and others entered into a memorandum of agreement (MOA) to acquire an unknown minority stake Prescient Holdings Proprietary Limited from PBT Group Limited (JSE:PBG) for ZAR 20.77 Million on September 19, 2017. The other consortium buyers are Wilcher Investments (Pty) Ltd, Carey Millerd, Heather Millerd, Willem Venter, Cheree Dyers, Daniel Acres, Tarryn Elario, Calvyn du Toit, Esmarie Strydom, Lorelle Futter, Craig Mockford, Alfisti, Zethu Msindo, David Hansford, Joel Wei, Anthea Koral, Dawie Carstens, Roshnee Naidoo, Shandre Snyman, Lameez Amlay, Andrew van Osch, Julie Nell, Jaeger Coert and Hayden Reinder. Under the terms of the transaction, the Consortium will pay ZAR 1.67 million in cash and 106.2 million shares of PBT Group. The cash received will reduce short term borrowings and the PBT Group shares received will be held as treasury shares. In a related transaction the consortium of buyers are also buying Prescient Capital (Pty) Ltd from PBT Group Limited. Furthermore, the Proposed Transaction is subject to shareholder approval excluding the votes of the related party and its associates. As a condition to the transaction, a statement needs to be made by the board of directors of PBT Group confirming whether the Proposed Transaction is fair insofar as the shareholders of the PBT Group are concerned and that the board of directors to be advised by an independent expert acceptable to the Johannesburg Stock Exchange (JSE). The transaction is expected to be completed by July 31, 2018. Bridge Capital Advisors Proprietary Limited acted as the sponsor of the transaction to PBT Group. Mazars Corporate Finance (Pty) Ltd acted as the independent expert to advise the ordinary shareholders of the PBT Group. A consortium of buyers, including Fisc Investment Management (Pty) Ltd, Nimeemmi CC, Fermagh Investments (Pty) Ltd, Prescient Empowerment Trust (Proprietary) Limited and others completed the acquisition of an unknown minority stake Prescient Holdings Proprietary Limited from PBT Group Limited (JSE:PBG) on September 28, 2018. On September 28, 2018, the shareholders of PBT Group approved the transactions.収支内訳PBT Holdings 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:PBT 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費31 Mar 261,153694031 Dec 251,130705030 Sep 251,106706030 Jun 251,097686031 Mar 251,087657031 Dec 241,080646030 Sep 241,074646030 Jun 241,073646031 Mar 241,072645031 Dec 231,076695030 Sep 231,080735030 Jun 231,060735031 Mar 231,041725031 Dec 221,028705030 Sep 221,016674030 Jun 22996674031 Mar 22976674031 Dec 21922615030 Sep 21868555030 Jun 21829493031 Mar 21789441031 Dec 20765381030 Sep 20741320030 Jun 20707310031 Mar 20673301031 Dec 1965032-1030 Sep 1962834-3030 Jun 1960828-4031 Mar 1958822-5031 Dec 18571-57-3030 Sep 18554-136-2030 Jun 18555-141-1031 Mar 18556-1460031 Dec 17583-10565030 Sep 17605-66129030 Jun 17609-56129031 Mar 17613-45129031 Dec 16588-14112030 Sep 165701995030 Jun 165571395031 Mar 16543895031 Dec 1562742196030 Sep 15711762970質の高い収益: PBTは 高品質の収益 を持っています。利益率の向上: PBTの現在の純利益率 (6%)は、昨年(6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: PBTの収益は過去 5 年間で年間4.1%増加しました。成長の加速: PBTの過去 1 年間の収益成長率 ( 6.2% ) は、5 年間の平均 ( 年間4.1%を上回っています。収益対業界: PBTの過去 1 年間の収益成長率 ( 6.2% ) IT業界12.6%を上回りませんでした。株主資本利益率高いROE: PBTの 自己資本利益率 ( 42.8% ) は 傑出している と考えられます。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7D1Y7D1Y7D1YSoftware 、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2026/07/12 16:23終値2026/07/10 00:00収益2026/03/31年間収益2026/03/31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PBT Holdings Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Jul 05Full year 2026 earnings released: EPS: R0.71 (vs R0.65 in FY 2025)Full year 2026 results: EPS: R0.71 (up from R0.65 in FY 2025). Revenue: R1.15b (up 6.0% from FY 2025). Net income: R68.9m (up 6.2% from FY 2025). Profit margin: 6.0% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.35 (vs R0.29 in 1H 2025)First half 2026 results: EPS: R0.35 (up from R0.29 in 1H 2025). Revenue: R567.6m (up 3.4% from 1H 2025). Net income: R34.6m (up 19% from 1H 2025). Profit margin: 6.1% (up from 5.3% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Nov 12PBT Holdings Limited to Report First Half, 2026 Results on Nov 28, 2025PBT Holdings Limited announced that they will report first half, 2026 results on Nov 28, 2025
分析記事 • Jul 05PBT Group (JSE:PBG) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereDespite posting healthy earnings, PBT Group Limited's ( JSE:PBG ) stock has been quite weak. We have done some...
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: R0.65 (vs R0.63 in FY 2024)Full year 2025 results: EPS: R0.65 (up from R0.63 in FY 2024). Revenue: R1.09b (up 1.4% from FY 2024). Net income: R64.8m (flat on FY 2024). Profit margin: 6.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.
Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.29 (vs R0.29 in 1H 2024)First half 2025 results: EPS: R0.29 (down from R0.29 in 1H 2024). Revenue: R549.0m (flat on 1H 2024). Net income: R29.1m (down 2.2% from 1H 2024). Profit margin: 5.3% (down from 5.4% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Jul 05Full year 2026 earnings released: EPS: R0.71 (vs R0.65 in FY 2025)Full year 2026 results: EPS: R0.71 (up from R0.65 in FY 2025). Revenue: R1.15b (up 6.0% from FY 2025). Net income: R68.9m (up 6.2% from FY 2025). Profit margin: 6.0% (in line with FY 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
Declared Dividend • Jul 03First half dividend increased to R0.37Dividend of R0.37 is 5.7% higher than last year. Ex-date: 15th July 2026 Payment date: 20th July 2026 Dividend yield will be 9.9%, which is lower than the industry average of 11%. Sustainability & Growth The dividend has increased by an average of 3.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30PBT Holdings Limited, Annual General Meeting, Aug 14, 2026PBT Holdings Limited, Annual General Meeting, Aug 14, 2026.
New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. 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 September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (R665.0m market cap, or US$41.0m).
New Risk • Jan 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (R632.0m market cap, or US$38.5m).
分析記事 • Dec 31These 4 Measures Indicate That PBT Holdings (JSE:PBT) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 01PBT Holdings' (JSE:PBT) Dividend Will Be ZAR0.30PBT Holdings Limited ( JSE:PBT ) will pay a dividend of ZAR0.30 on the 22nd of December. This takes the annual payment...
Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.35 (vs R0.29 in 1H 2025)First half 2026 results: EPS: R0.35 (up from R0.29 in 1H 2025). Revenue: R567.6m (up 3.4% from 1H 2025). Net income: R34.6m (up 19% from 1H 2025). Profit margin: 6.1% (up from 5.3% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.
Buy Or Sell Opportunity • Nov 13Now 22% undervaluedOver the last 90 days, the stock has risen 8.9% to R6.37. The fair value is estimated to be R8.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 10%.
お知らせ • Nov 12PBT Holdings Limited to Report First Half, 2026 Results on Nov 28, 2025PBT Holdings Limited announced that they will report first half, 2026 results on Nov 28, 2025
分析記事 • Nov 12PBT Group Limited's (JSE:PBG) Popularity With Investors Is Under Threat From OverpricingWith a median price-to-earnings (or "P/E") ratio of close to 9x in South Africa, you could be forgiven for feeling...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R7.00, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 10x in the IT industry in South Africa. Total returns to shareholders of 23% over the past three years.
Buy Or Sell Opportunity • Oct 08Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at R6.20. The fair value is estimated to be R8.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 10%.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to R7.40, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the IT industry in South Africa. Total returns to shareholders of 31% over the past three years.
分析記事 • Aug 23Here's Why Shareholders May Want To Be Cautious With Increasing PBT Group Limited's (JSE:PBG) CEO Pay PacketKey Insights PBT Group's Annual General Meeting to take place on 29th of August CEO Elizna Read's total compensation...
分析記事 • Jul 05PBT Group (JSE:PBG) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereDespite posting healthy earnings, PBT Group Limited's ( JSE:PBG ) stock has been quite weak. We have done some...
Declared Dividend • Jun 30Final dividend of R0.35 announcedShareholders will receive a dividend of R0.35. Ex-date: 16th July 2025 Payment date: 21st July 2025 Dividend yield will be 11%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: R0.65 (vs R0.63 in FY 2024)Full year 2025 results: EPS: R0.65 (up from R0.63 in FY 2024). Revenue: R1.09b (up 1.4% from FY 2024). Net income: R64.8m (flat on FY 2024). Profit margin: 6.0% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.
New Risk • Jun 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Dividend is not well covered by earnings (459% payout ratio). Market cap is less than US$100m (R565.0m market cap, or US$31.7m).
お知らせ • Jun 27PBT Group Limited, Annual General Meeting, Aug 29, 2025PBT Group Limited, Annual General Meeting, Aug 29, 2025.
New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. 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 September 2024 fiscal period end). Dividend is not well covered by earnings (459% payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (R550.0m market cap, or US$30.7m).
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R6.49, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 11x in the IT industry in Africa. Total returns to shareholders of 15% over the past three years.
分析記事 • May 16Returns On Capital Are A Standout For PBT Group (JSE:PBG)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R6.47, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 12x in the IT industry in Africa. Total returns to shareholders of 32% over the past three years.
New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (459% payout ratio). Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (R550.0m market cap, or US$29.2m).
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R6.50, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 11x in the IT industry in Africa. Total returns to shareholders of 33% over the past three years.
分析記事 • Feb 01Shareholders Would Enjoy A Repeat Of PBT Group's (JSE:PBG) Recent Growth In ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Dec 11PBT Group (JSE:PBG) Is Due To Pay A Dividend Of ZAR0.27PBT Group Limited ( JSE:PBG ) will pay a dividend of ZAR0.27 on the 23rd of December. The payment will take the...
New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (459% payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R630.0m market cap, or US$35.3m).
Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.29 (vs R0.29 in 1H 2024)First half 2025 results: EPS: R0.29 (down from R0.29 in 1H 2024). Revenue: R549.0m (flat on 1H 2024). Net income: R29.1m (down 2.2% from 1H 2024). Profit margin: 5.3% (down from 5.4% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.
Declared Dividend • Dec 02Final dividend increased to R0.27Dividend of R0.27 is 3.8% higher than last year. Ex-date: 18th December 2024 Payment date: 23rd December 2024 Dividend yield will be 11%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29+ 1 more updatePBT Group Limited to Report First Half, 2025 Results on Nov 29, 2024PBT Group Limited announced that they will report first half, 2025 results on Nov 29, 2024
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Pule Taukobong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 11Investors Can Find Comfort In PBT Group's (JSE:PBG) Earnings QualityThe market for PBT Group Limited's ( JSE:PBG ) shares didn't move much after it posted weak earnings recently. We did...
分析記事 • Jul 02PBT Group's (JSE:PBG) Dividend Will Be Increased To ZAR0.34The board of PBT Group Limited ( JSE:PBG ) has announced that it will be paying its dividend of ZAR0.34 on the 22nd of...
Declared Dividend • Jul 01Final dividend of R0.34 announcedShareholders will receive a dividend of R0.34. Ex-date: 17th July 2024 Payment date: 22nd July 2024 Dividend yield will be 9.3%, which is lower than the industry average of 11%. Sustainability & Growth The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.5% to bring the payout ratio under control, which is less than the 28% EPS growth achieved over the last 5 years.
Reported Earnings • Jun 30Full year 2024 earnings released: EPS: R0.63 (vs R0.78 in FY 2023)Full year 2024 results: EPS: R0.63 (down from R0.78 in FY 2023). Revenue: R1.07b (down 1.7% from FY 2023). Net income: R64.0m (down 6.5% from FY 2023). Profit margin: 6.0% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 29PBT Group Limited, Annual General Meeting, Aug 02, 2024PBT Group Limited, Annual General Meeting, Aug 02, 2024.
お知らせ • Jun 28PBT Group Limited Announces Distribution on Ordinary Shares, Payable on 22 July 2024PBT Group Limited on 24 June 2024, the Board of Directors resolved to declare a capital reduction distribution of 17.00 cents per ordinary share and a dividend distribution of 17.00 cents per ordinary share. The total distribution will equate to ZAR 35.4 million. Last day to trade "cum Distribution" on 16 July 2024. The first trading day "ex distribution" on 17 July 2024. The record date is on 19 July 2024. The dividend is payable on 22 July 2024.
New Risk • Jun 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. 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 September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (R659.3m market cap, or US$36.4m).
Upcoming Dividend • Dec 13Upcoming dividend of R0.26 per share at 13% yieldEligible shareholders must have bought the stock before 20 December 2023. Payment date: 27 December 2023. Payout ratio is a comfortable 61% and the cash payout ratio is 83%. Trailing yield: 13%. Within top quartile of South African dividend payers (9.4%). Higher than average of industry peers (11%).
分析記事 • Dec 06PBT Group (JSE:PBG) Is Achieving High Returns On Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 02PBT Group Limited Declares Interim Distribution for Six Months Ended 30 September 2023, Payable on 27 December 2023On 24 November 2023, the Board of PBT Group Limited resolved to declare an interim distribution of 13.00 cents per PBT ordinary share and a dividend distribution of 13.00 cents per PBT ordinary share for the six months ended 30 September 2023. Last day to trade "cum Distribution"is 19 December 2023. First trading day "ex Distribution" is 20 December 2023. Record date is 22 December 2023. Payment date is 27 December 2023.
お知らせ • Nov 29PBT Group Limited Provides Earnings Guidance for the Six Months Ended June 30, 2023PBT Group Limited provided earnings guidance for the six months ended June 30, 2023. Shareholders of PBT Group are advised that the Company is satisfied that a reasonable degree of certainty exists that the expected earnings per share ("EPS") and headline earnings per share ("HEPS") for the current period will differ by at least 20% from that of the previous corresponding period, being the six months ended 30 September 2022 ("the prior period"). Revenue from continuing operations to be ZAR 536.5 million to ZAR 558.4 million, Headline Earnings to be ZAR 29.1 million to ZAR 30.3 million, Headline Earnings per share to be ZAR 28.3 to ZAR 29.5, Earnings per share to be ZAR 28.3 to ZAR 29.5. Group Revenue to be ZAR 552.9 million to ZAR 575.5 million, Headline Earnings to be ZAR 26.0 million to ZAR 27.0 million, Headline Earnings per share to be ZAR 25.2 to ZAR 26.3, Earnings per share to be ZAR 26.0 to ZAR 27.1.
Upcoming Dividend • Jul 12Upcoming dividend of R0.33 per share at 15% yieldEligible shareholders must have bought the stock before 19 July 2023. Payment date: 24 July 2023. Trailing yield: 15%. Within top quartile of South African dividend payers (10.0%). Higher than average of industry peers (9.2%).
お知らせ • Jun 30+ 1 more updatePBT Group Limited to Report Fiscal Year 2023 Results on Jul 07, 2023PBT Group Limited announced that they will report fiscal year 2023 results on Jul 07, 2023
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to R8.01, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 10x in the IT industry in Africa. Total returns to shareholders of 557% over the past three years.
Upcoming Dividend • May 03Upcoming dividend of R0.75 per share at 9.0% yieldEligible shareholders must have bought the stock before 10 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 9.0%. Lower than top quartile of South African dividend payers (9.4%). Higher than average of industry peers (8.0%).
Upcoming Dividend • Apr 26Upcoming dividend of R0.75 per share at 8.6% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 8.6%. Lower than top quartile of South African dividend payers (9.4%). In line with average of industry peers (8.1%).
分析記事 • Apr 25PBT Group (JSE:PBG) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R8.50, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 9x in the IT industry in Africa. Total returns to shareholders of 440% over the past three years.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R8.49, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 11x in the IT industry in South Africa. Total returns to shareholders of 523% over the past three years.
分析記事 • Mar 03Is PBT Group (JSE:PBG) 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...
分析記事 • Feb 01Do PBT Group's (JSE:PBG) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jan 13Pulsent OH GP Proprietary Limited completed the acquisition of additional 3.34% stake in PBT Group Limited (JSE:PBG).Pulsent OH GP Proprietary Limited agreed to acquire additional 3.34% stake in PBT Group Limited (JSE:PBG) for ZAR 26.1 million on December 1, 2022. For 2.1 million shares the offer per share is ZAR 8.5 and for 0.9 million shares the offer per share is ZAR 9.2. Pulsent OH GP Proprietary Limited completed the acquisition of additional 3.34% stake in PBT Group Limited (JSE:PBG) on January 11, 2023.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 32% share price gain to R13.00, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 14x in the IT industry in South Africa. Total returns to shareholders of 779% over the past three years.
Upcoming Dividend • Jan 04Upcoming dividend of R0.30 per shareEligible shareholders must have bought the stock before 11 January 2023. Payment date: 16 January 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 8.5%. Lower than top quartile of South African dividend payers (8.7%). In line with average of industry peers (8.7%).
Upcoming Dividend • Dec 14Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 21 December 2022. Payment date: 28 December 2022. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 9.2%. Within top quartile of South African dividend payers (8.8%). In line with average of industry peers (8.5%).
Reported Earnings • Dec 01First half 2023 earnings released: EPS: R0.36 (vs R0.35 in 1H 2022)First half 2023 results: EPS: R0.36 (up from R0.35 in 1H 2022). Revenue: R536.5m (up 14% from 1H 2022). Net income: R29.7m (up 1.8% from 1H 2022). Profit margin: 5.5% (down from 6.2% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to R10.40, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 11x in the IT industry in South Africa. Total returns to shareholders of 786% over the past three years.
Upcoming Dividend • Jul 13Upcoming dividend of R0.32 per shareEligible shareholders must have bought the stock before 20 July 2022. Payment date: 25 July 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 10%. Within top quartile of South African dividend payers (8.9%). Higher than average of industry peers (7.0%).
お知らせ • Jul 09PBT Group Limited, Annual General Meeting, Aug 19, 2022PBT Group Limited, Annual General Meeting, Aug 19, 2022, at 10:00 South Africa Standard Time. Agenda: Annual General Meeting.
Reported Earnings • Jul 01Full year 2022 earnings released: EPS: R0.80 (vs R0.51 in FY 2021)Full year 2022 results: EPS: R0.80 (up from R0.51 in FY 2021). Revenue: R975.7m (up 24% from FY 2021). Net income: R67.2m (up 52% from FY 2021). Profit margin: 6.9% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 25PBT Group Limited to Report Fiscal Year 2022 Results on Jun 30, 2022PBT Group Limited announced that they will report fiscal year 2022 results on Jun 30, 2022
Upcoming Dividend • Jun 07Upcoming dividend of R0.30 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 9.3%. Within top quartile of South African dividend payers (8.4%). Higher than average of industry peers (6.4%).
Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 22% share price gain to R9.10, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 12x in the IT industry in South Africa. Total returns to shareholders of 694% over the past three years.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to R7.20, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 13x in the IT industry in South Africa. Total returns to shareholders of 506% over the past three years.
Upcoming Dividend • Dec 07Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 14 December 2021. Payment date: 20 December 2021. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (6.9%).
Reported Earnings • Nov 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.35 (up from R0.21 in 1H 2021). Revenue: R468.7m (up 20% from 1H 2021). Net income: R29.2m (up 55% from 1H 2021). Profit margin: 6.2% (up from 4.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 84% per year whereas the company’s share price has increased by 85% per year.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 28% share price gain to R8.00, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 14x in the IT industry in South Africa. Total returns to shareholders of 656% over the past three years.
お知らせ • Nov 24Pbt Group Limited Provides Earnings Expectations for the Six Months Ended 30 September 2021PBT Group Limited provided earnings expectations for the six months ended 30 September 2021. For the period, the company expects the Revenue of ZAR 459.3 million to ZAR 478.1 million.Profit after tax of ZAR 40.7 million to ZAR 42.4 million. Earnings per share of ZAR 34.26 to ZAR 35.66.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to R6.00, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 14x in the IT industry in South Africa. Total returns to shareholders of 410% over the past three years.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.50, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 11x in the IT industry in South Africa. Total returns to shareholders of 495% over the past three years.
分析記事 • Oct 05Estimating The Intrinsic Value Of PBT Group Limited (JSE:PBG)How far off is PBT Group Limited ( JSE:PBG ) from its intrinsic value? Using the most recent financial data, we'll take...
分析記事 • Sep 02I Ran A Stock Scan For Earnings Growth And Group (JSE:PBG) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Recent Insider Transactions • Jul 29Non-Executive Director recently sold R434k worth of stockOn the 27th of July, Hermanus Steyn sold around 94k shares on-market at roughly R4.62 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.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to R4.90, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 14x in the IT industry in Africa. Total returns to shareholders of 272% over the past three years.
Upcoming Dividend • Jul 28Upcoming dividend of R0.22 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 10 August 2021. Trailing yield: 9.0%. Within top quartile of South African dividend payers (8.0%). In line with average of industry peers (9.8%).
Reported Earnings • Jul 03Full year 2021 earnings released: EPS R0.51 (vs R0.31 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R789.0m (up 17% from FY 2020). Net income: R44.2m (up 49% from FY 2020). Profit margin: 5.6% (up from 4.4% 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 107% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to R4.94, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 16x in the IT industry in Africa. Total returns to shareholders of 332% over the past three years.
分析記事 • Mar 12Is PBT Group Limited's (JSE:PBG) Stock Price Struggling As A Result Of Its Mixed Financials?Group (JSE:PBG) has had a rough month with its share price down 7.3%. It seems that the market might have completely...
分析記事 • Feb 05Is PBT Group Limited (JSE:PBG) A Smart Choice For Dividend Investors?Could PBT Group Limited ( JSE:PBG ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Is New 90 Day High Low • Jan 15New 90-day high: R4.30The company is up 43% from its price of R3.01 on 16 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 24% over the same period.
分析記事 • Jan 06We Think Group's (JSE:PBG) Statutory Profit Might Understate Its Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
分析記事 • Dec 10Interested In Group's (JSE:PBG) Upcoming R0.16 Dividend? You Have Three Days LeftPBT Group Limited ( JSE:PBG ) is about to trade ex-dividend in the next 3 days. You will need to purchase shares before...
Reported Earnings • Nov 30First half 2021 earnings released: EPS R0.21The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: R389.3m (up 21% from 1H 2020). Net income: R18.8m (up 17% from 1H 2020). Profit margin: 4.8% (down from 5.0% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 26Here's Why We Think Group (JSE:PCT) Is Well Worth WatchingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Nov 05New 90-day high: R3.49The company is up 21% from its price of R2.88 on 07 August 2020. The South African market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 16% over the same period.
Is New 90 Day High Low • Oct 21New 90-day high: R3.24The company is up 9.0% from its price of R2.98 on 23 July 2020. The South African market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 19% over the same period.
Valuation Update With 7 Day Price Move • Oct 14Market bids up stock over the past weekAfter last week's 15% share price gain to R3.23, the stock is trading at a trailing P/E ratio of 10.5x, up from the previous P/E ratio of 9.1x. This compares to an average P/E of 12x in the IT industry in Africa. Total returns to shareholders over the past three years are 95%.
お知らせ • Sep 30+ 3 more updatesA consortium of buyers, including Fisc Investment Management (Pty) Ltd, Nimeemmi CC, Fermagh Investments (Pty) Ltd, Prescient Empowerment Trust (Proprietary) Limited and others completed the acquisition of an unknown minority stake Prescient Holdings Proprietary Limited from PBT Group Limited (JSE:PBG).A consortium of buyers (Consortium), including Fisc Investment Management (Pty) Ltd, Nimeemmi CC, Fermagh Investments (Pty) Ltd, Prescient Empowerment Trust (Proprietary) Limited and others entered into a memorandum of agreement (MOA) to acquire an unknown minority stake Prescient Holdings Proprietary Limited from PBT Group Limited (JSE:PBG) for ZAR 20.77 Million on September 19, 2017. The other consortium buyers are Wilcher Investments (Pty) Ltd, Carey Millerd, Heather Millerd, Willem Venter, Cheree Dyers, Daniel Acres, Tarryn Elario, Calvyn du Toit, Esmarie Strydom, Lorelle Futter, Craig Mockford, Alfisti, Zethu Msindo, David Hansford, Joel Wei, Anthea Koral, Dawie Carstens, Roshnee Naidoo, Shandre Snyman, Lameez Amlay, Andrew van Osch, Julie Nell, Jaeger Coert and Hayden Reinder. Under the terms of the transaction, the Consortium will pay ZAR 1.67 million in cash and 106.2 million shares of PBT Group. The cash received will reduce short term borrowings and the PBT Group shares received will be held as treasury shares. In a related transaction the consortium of buyers are also buying Prescient Capital (Pty) Ltd from PBT Group Limited. Furthermore, the Proposed Transaction is subject to shareholder approval excluding the votes of the related party and its associates. As a condition to the transaction, a statement needs to be made by the board of directors of PBT Group confirming whether the Proposed Transaction is fair insofar as the shareholders of the PBT Group are concerned and that the board of directors to be advised by an independent expert acceptable to the Johannesburg Stock Exchange (JSE). The transaction is expected to be completed by July 31, 2018. Bridge Capital Advisors Proprietary Limited acted as the sponsor of the transaction to PBT Group. Mazars Corporate Finance (Pty) Ltd acted as the independent expert to advise the ordinary shareholders of the PBT Group. A consortium of buyers, including Fisc Investment Management (Pty) Ltd, Nimeemmi CC, Fermagh Investments (Pty) Ltd, Prescient Empowerment Trust (Proprietary) Limited and others completed the acquisition of an unknown minority stake Prescient Holdings Proprietary Limited from PBT Group Limited (JSE:PBG) on September 28, 2018. On September 28, 2018, the shareholders of PBT Group approved the transactions.