Absa Group 향후 성장
Future 기준 점검 2/6
Absa Group (는) 각각 연간 12.5% 및 10% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.6% 로 예상됩니다.
핵심 정보
12.5%
이익 성장률
12.67%
EPS 성장률
| Banks 이익 성장 | 12.6% |
| 매출 성장률 | 10.0% |
| 향후 자기자본이익률 | 16.61% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 28
ABG: Dividend Strength And Digital Remittances Will Support Future Upside Potential
Analysts have kept Absa Group's fair value estimate broadly unchanged at about ZAR273.25 per share, reflecting only marginal tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E. What's in the News Declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026, ex-dividend date on 22 April 2026, record date on 24 April 2026, and payment on 28 April 2026 (Key Developments).내러티브 업데이트 • Apr 10
ABG: Dividend Outlook And Digital Payments Expansion Will Shape Future Returns
Analysts have slightly raised their Absa Group price target to about ZAR273.25 from ZAR271.91, reflecting updated inputs on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Absa Group declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026 and payment scheduled for 28 April 2026 (company announcement).내러티브 업데이트 • Mar 27
ABG: Dividend Strength And Higher P/E Expectations Will Support Future Upside
Analysts have adjusted their price target for Absa Group to ZAR271.91 from ZAR265.05, reflecting updated assumptions on revenue growth, profit margin, and a slightly higher future P/E multiple. What's in the News Absa Group declared a final ordinary dividend of 850 cents per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026 and payment scheduled for 28 April 2026 (Key Developments).내러티브 업데이트 • Mar 12
ABG: Dividend Momentum And Higher Profitability Assumptions Will Support Future Upside
Analysts have modestly adjusted their fair value price target for Absa Group to ZAR265.05. This reflects updated assumptions around a slightly lower discount rate, marginally higher revenue growth, stronger profit margins and a reduced future P/E multiple.내러티브 업데이트 • Feb 26
ABG: Larger Domestic Stake And Revised Assumptions Will Support Measured Future Returns
Analysts have nudged their price target on Absa Group higher to ZAR265.05 from ZAR260.61, citing updated fair value estimates and slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Public Investment Corporation Limited completed the acquisition of an additional minority stake in Absa Group Limited, taking its holding to 15.32% as of December 10, 2025 (Key Developments).내러티브 업데이트 • Feb 11
ABG: Larger Domestic Stake Will Support Balanced Revenue Mix And Measured Shareholder Returns
Analysts have nudged their ZAR based price target for Absa Group higher to ZAR260.61 from ZAR259.61, reflecting updated assumptions around fair value, a slightly lower discount rate, and a modestly reduced future P/E multiple. What's in the News Public Investment Corporation Limited increased its minority stake in Absa Group Limited, reaching a 15.32% holding after completing an additional share acquisition on December 10, 2025 (Key Developments).내러티브 업데이트 • Jan 28
ABG: Larger Domestic Stake Will Support Stable Mix Shift And Measured Shareholder Returns
Analysts have nudged their price target for Absa Group higher by about R9, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Public Investment Corporation Limited completed the purchase of an additional minority stake in Absa Group Limited on December 10, 2025, increasing its holding to 15.32% of the company (Key Developments).내러티브 업데이트 • Jan 12
ABG: Larger Domestic Stake Will Support Moderate Revenue Mix Shift And Shareholder Returns
Analysts have kept their fair value estimate for Absa Group steady at R250.61 per share. A slightly lower discount rate and a marginally adjusted future P/E assumption help explain the modest refinement in their price target rationale.내러티브 업데이트 • Dec 24
ABG: Larger Domestic Stake Will Support Future Margins And Measured Shareholder Returns
Analysts have modestly raised their price target on Absa Group from R243.84 to approximately R250.61. They cite slightly stronger expected profitability and a marginally higher future valuation multiple, while growth and risk assumptions remain largely unchanged.내러티브 업데이트 • Dec 10
ABG: Larger Domestic Stake Will Support Margins And Measured Shareholder Returns
Analysts have raised their price target for Absa Group to R243.84 from R235.28, citing slightly stronger projected revenue growth, modestly higher expected profit margins and a small uplift in future valuation multiples. What's in the News Public Investment Corporation Limited completed the acquisition of an additional minority stake in Absa Group Limited on December 10, 2025, increasing its shareholding to 15.32 percent (Key Developments) The larger strategic stake held by Public Investment Corporation Limited is expected to strengthen Absa Group's local institutional shareholder base and potentially enhance long term governance stability (Key Developments) Market observers note that the heightened ownership by a major domestic investor may influence Absa Group's capital allocation priorities and future engagement with regulators and policymakers (Key Developments) Valuation Changes Fair Value Estimate increased slightly from ZAR 235.28 to ZAR 243.84 per share, reflecting a modestly higher intrinsic valuation.내러티브 업데이트 • Nov 26
ABG: Sustained Profit Margin Improvement Will Drive Shareholder Value Into September
Narrative Update on Absa Group Analysts have raised their price target for Absa Group to R235.28 from R227.82. They cite sustained improvements in profit margin and a stable discount rate as key drivers behind the upward revision.내러티브 업데이트 • Nov 12
ABG: Dividend Announcement Will Drive Greater Shareholder Value Into September
Narrative Update: Absa Group Price Target Adjustment Analysts have raised their fair value estimate for Absa Group from R224.19 to R227.82. This change is attributed to incremental improvements in growth assumptions and a slightly lower discount rate.내러티브 업데이트 • Sep 04
Pan-African Integration And Digital Transformation Will Unlock Potential
With both the Future P/E ratio and Consensus Revenue Growth forecasts for Absa Group holding steady, the analyst price target likewise remains unchanged at ZAR224.19. What's in the News Absa Group declared an interim ordinary dividend of 785 cents per share for the period ended 30 June 2025, payable on 15 September 2025.분석 기사 • Aug 21
Absa Group's (JSE:ABG) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Absa Group Limited ( JSE:ABG ) has announced that it will be paying its dividend of ZAR7.85 on the 15th of...
새로운 내러티브 • Feb 09
Expansion Into African Markets And Digital Initiatives Will Boost Future Performance
Expansion into African markets and digital channels is set to drive capital-light revenue growth, enhancing profitability and shareholder value.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 140,165 | 32,598 | N/A | N/A | 5 |
| 12/31/2027 | 131,390 | 30,258 | N/A | N/A | 6 |
| 12/31/2026 | 122,779 | 27,201 | N/A | N/A | 6 |
| 12/31/2025 | 102,195 | 22,214 | -96,411 | -89,351 | N/A |
| 9/30/2025 | 100,823 | 22,569 | -122,871 | -115,271 | N/A |
| 6/30/2025 | 99,450 | 22,923 | -148,825 | -140,685 | N/A |
| 3/31/2025 | 97,540 | 22,230 | -123,708 | -115,230 | N/A |
| 12/31/2024 | 95,629 | 21,537 | -99,098 | -90,282 | N/A |
| 9/30/2024 | 93,248 | 20,241 | -119,081 | -109,375 | N/A |
| 6/30/2024 | 90,867 | 18,944 | -139,065 | -128,468 | N/A |
| 3/31/2024 | 89,987 | 19,418 | -102,427 | -93,559 | N/A |
| 12/31/2023 | 89,107 | 19,891 | -65,790 | -58,651 | N/A |
| 9/30/2023 | 87,278 | 20,282 | -44,634 | -39,265 | N/A |
| 6/30/2023 | 85,449 | 20,672 | -23,479 | -19,879 | N/A |
| 3/31/2023 | 84,239 | 20,469 | -35,596 | -30,854 | N/A |
| 12/31/2022 | 83,028 | 20,265 | -47,714 | -41,829 | N/A |
| 9/30/2022 | 82,530 | 20,126 | -68,045 | -62,643 | N/A |
| 6/30/2022 | 82,032 | 19,986 | -88,376 | -83,458 | N/A |
| 3/31/2022 | 79,687 | 18,875 | -97,697 | -93,032 | N/A |
| 12/31/2021 | 77,342 | 17,763 | -107,018 | -102,607 | N/A |
| 9/30/2021 | 74,651 | 15,660 | -111,579 | -107,446 | N/A |
| 6/30/2021 | 71,863 | 13,557 | -116,115 | -112,260 | N/A |
| 3/31/2021 | 66,446 | 9,719 | -112,163 | -107,791 | N/A |
| 12/31/2020 | 61,029 | 5,880 | -108,211 | -103,322 | N/A |
| 9/30/2020 | 61,779 | 6,490 | 11,159 | 10,556 | N/A |
| 6/30/2020 | 62,529 | 7,100 | 16,149 | 15,778 | N/A |
| 3/31/2020 | 67,411 | 10,678 | 14,929 | 14,744 | N/A |
| 12/31/2019 | 72,292 | 14,256 | 13,709 | 13,709 | N/A |
| 9/30/2019 | 71,852 | 14,281 | N/A | 15,641 | N/A |
| 6/30/2019 | 71,411 | 14,305 | N/A | 17,572 | N/A |
| 3/31/2019 | 70,782 | 14,111 | N/A | 15,728 | N/A |
| 12/31/2018 | 70,153 | 13,917 | N/A | 13,884 | N/A |
| 9/30/2018 | 69,060 | 13,818 | N/A | 5,402 | N/A |
| 6/30/2018 | 67,966 | 13,718 | N/A | -3,081 | N/A |
| 3/31/2018 | 67,117 | 13,803 | N/A | -1,807 | N/A |
| 12/31/2017 | 66,268 | 13,888 | N/A | -534 | N/A |
| 9/30/2017 | 65,548 | 14,500 | N/A | 5,448 | N/A |
| 6/30/2017 | 64,828 | 15,112 | N/A | 11,429 | N/A |
| 3/31/2017 | 64,173 | 14,910 | N/A | 13,242 | N/A |
| 12/31/2016 | 63,517 | 14,708 | N/A | 15,054 | N/A |
| 9/30/2016 | 63,039 | 14,644 | N/A | -15,124 | N/A |
| 6/30/2016 | 62,560 | 14,580 | N/A | -45,302 | N/A |
| 3/31/2016 | 61,402 | 14,456 | N/A | -46,064 | N/A |
| 12/31/2015 | 60,243 | 14,331 | N/A | -46,827 | N/A |
| 9/30/2015 | 59,410 | 14,076 | N/A | -22,879 | N/A |
| 6/30/2015 | 58,577 | 13,820 | N/A | 1,069 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ABG 의 연간 예상 수익 증가율(12.5%)이 saving rate(9.8%)보다 높습니다.
수익 vs 시장: ABG 의 연간 수익(12.5%)이 ZA 시장(15.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: ABG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: ABG 의 수익(연간 10%)이 ZA 시장(연간 6.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ABG 의 수익(연간 10%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ABG의 자본 수익률은 3년 후 16.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/23 04:30 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Absa Group Limited는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ilan Stermer | Anchor Stockbrokers Proprietary Limited |
| Jaap Meijer | Arqaam Capital Research Offshore S.A.L. |
| Adrienne Damant | Avior Capital Markets |