View Future GrowthCAFCA 과거 순이익 실적과거 기준 점검 2/6CAFCA의 수입은 연평균 -1.1%의 비율로 감소해 온 반면, Electrical 산업은 수입이 연평균 23.1% 증가했습니다. 매출은 연평균 8.7%의 비율로 감소해 왔습니다. CAFCA의 자기자본이익률은 10.1%이고 순이익률은 7.1%입니다.핵심 정보-1.08%순이익 성장률-1.10%주당순이익(EPS) 성장률Electrical 산업 성장률17.24%매출 성장률-8.70%자기자본이익률10.06%순이익률7.09%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • Jan 19Impressive Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited's ( JSE:CAC ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • Jan 16Full year 2023 earnings released: EPS: Z$1,520 (vs Z$232 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$232 in FY 2022). Revenue: Z$164.0b (up 119% from FY 2022). Net income: Z$51.3b (up Z$43.5b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19Full year 2023 earnings released: EPS: Z$1,520 (vs Z$66.08 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$66.08 in FY 2022). Revenue: Z$164.0b (up Z$142.7b from FY 2022). Net income: Z$51.3b (up Z$49.1b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 144% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 23Full year 2022 earnings released: EPS: Z$66.08 (vs Z$7.85 loss in FY 2021)Full year 2022 results: EPS: Z$66.08 (up from Z$7.85 loss in FY 2021). Revenue: Z$21.3b (up 440% from FY 2021). Net income: Z$2.22b (up Z$2.48b from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 27Robust Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited ( JSE:CAC ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...Reported Earnings • Nov 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: Z$7.85 loss per share (down from Z$21.25 profit in FY 2020). Revenue: Z$3.95b (up 60% from FY 2020). Net loss: Z$262.2m (down 137% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 33%After last week's 33% share price gain to R7.90, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 16x in the Electrical industry in Africa. Total returns to shareholders of 869% over the past three years.New Risk • May 23New major risk - Revenue and earnings growthEarnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 1.1% per year over the past 5 years. 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 (R202.0m market cap, or US$12.3m).Board Change • May 20No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. CEO & Director Vimbayi Nyakudya was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Feb 26No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. CEO & Director Vimbayi Nyakudya was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Jan 21CAFCA Limited, Annual General Meeting, Feb 19, 2026CAFCA Limited, Annual General Meeting, Feb 19, 2026, at 12:00 South Africa Standard Time. Location: cafca ltd, 54 lytton road, workington harare, Zimbabwe공고 • Jan 22CAFCA Limited, Annual General Meeting, Feb 20, 2025CAFCA Limited, Annual General Meeting, Feb 20, 2025, at 12:00 South Africa Standard Time. Location: cafca ltd, 54 lytton road, workington harare, harare ZimbabweNew Risk • Nov 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 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: Major Risk Market cap is less than US$10m (R127.7m market cap, or US$7.01m). Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Jun 13New 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (R121.6m market cap, or US$6.62m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Jun 13Does CAFCA (JSE:CAC) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Apr 11New 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 10% 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: Major Risks High level of non-cash earnings (104% accrual ratio). Market cap is less than US$10m (R104.7m market cap, or US$5.59m). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 16x cash flows per share). Share price has been volatile over the past 3 months (10% average weekly change).분석 기사 • Jan 19Impressive Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited's ( JSE:CAC ) robust earnings report didn't manage to move the market for its stock. Our analysis...Reported Earnings • Jan 16Full year 2023 earnings released: EPS: Z$1,520 (vs Z$232 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$232 in FY 2022). Revenue: Z$164.0b (up 119% from FY 2022). Net income: Z$51.3b (up Z$43.5b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 22Upcoming dividend of US$0.079 per shareEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 102%. Within top quartile of South African dividend payers (9.3%). Higher than average of industry peers (1.7%).Reported Earnings • Nov 19Full year 2023 earnings released: EPS: Z$1,520 (vs Z$66.08 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$66.08 in FY 2022). Revenue: Z$164.0b (up Z$142.7b from FY 2022). Net income: Z$51.3b (up Z$49.1b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 144% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 23Full year 2022 earnings released: EPS: Z$66.08 (vs Z$7.85 loss in FY 2021)Full year 2022 results: EPS: Z$66.08 (up from Z$7.85 loss in FY 2021). Revenue: Z$21.3b (up 440% from FY 2021). Net income: Z$2.22b (up Z$2.48b from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 30Upcoming dividend of Z$23.00 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 20 December 2022. Trailing yield: 97%. Within top quartile of South African dividend payers (8.6%). Higher than average of industry peers (4.4%).분석 기사 • Nov 27Robust Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited ( JSE:CAC ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Gideon Johannes Steyn was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Gideon Johannes Steyn was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: Z$7.85 loss per share (down from Z$21.25 profit in FY 2020). Revenue: Z$3.95b (up 60% from FY 2020). Net loss: Z$262.2m (down 137% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.매출 및 비용 세부 내역CAFCA가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이JSE:CAC 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 264430031 Dec 254220030 Sep 253920030 Jun 25-2,867-2820031 Mar 25-2,083-4450031 Dec 24-1,029-2190030 Sep 242560030 Jun 242,767821359031 Mar 245,5101,636717031 Dec 235,1951,591717030 Sep 234,8811,547717030 Jun 233,296965378031 Mar 231,71238440031 Dec 2297220440030 Sep 222332440030 Jun 221461223031 Mar 225907031 Dec 2153-27030 Sep 2147-37030 Jun 2129-14031 Mar 211222031 Dec 201022030 Sep 20822030 Jun 20721031 Mar 20721031 Dec 19511030 Sep 19411030 Jun 19-400031 Mar 19-12-20031 Dec 18-6-10030 Sep 18000030 Jun 181214031 Mar 182320031 Dec 172120030 Sep 171914030 Jun 171910031 Mar 171810031 Dec 161800030 Sep 161800030 Jun 162112031 Mar 162414031 Dec 152714030 Sep 1529240양질의 수익: CAC는 고품질 수익을 보유하고 있습니다.이익 마진 증가: CAC는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: CAC의 수익은 지난 5년 동안 연평균 1.1% 감소했습니다.성장 가속화: CAC는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: CAC는 지난해 흑자전환하여 지난 해 수익 성장률을 Electrical 업계(20.1%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: CAC의 자본 수익률(10.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCapital-goods 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/29 19:31종가2026/07/28 00:00수익2026/03/31연간 수익2025/09/30데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CAFCA Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
분석 기사 • Jan 19Impressive Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited's ( JSE:CAC ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • Jan 16Full year 2023 earnings released: EPS: Z$1,520 (vs Z$232 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$232 in FY 2022). Revenue: Z$164.0b (up 119% from FY 2022). Net income: Z$51.3b (up Z$43.5b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19Full year 2023 earnings released: EPS: Z$1,520 (vs Z$66.08 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$66.08 in FY 2022). Revenue: Z$164.0b (up Z$142.7b from FY 2022). Net income: Z$51.3b (up Z$49.1b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 144% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 23Full year 2022 earnings released: EPS: Z$66.08 (vs Z$7.85 loss in FY 2021)Full year 2022 results: EPS: Z$66.08 (up from Z$7.85 loss in FY 2021). Revenue: Z$21.3b (up 440% from FY 2021). Net income: Z$2.22b (up Z$2.48b from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 27Robust Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited ( JSE:CAC ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...
Reported Earnings • Nov 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: Z$7.85 loss per share (down from Z$21.25 profit in FY 2020). Revenue: Z$3.95b (up 60% from FY 2020). Net loss: Z$262.2m (down 137% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 33%After last week's 33% share price gain to R7.90, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 16x in the Electrical industry in Africa. Total returns to shareholders of 869% over the past three years.
New Risk • May 23New major risk - Revenue and earnings growthEarnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 1.1% per year over the past 5 years. 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 (R202.0m market cap, or US$12.3m).
Board Change • May 20No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. CEO & Director Vimbayi Nyakudya was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Feb 26No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. CEO & Director Vimbayi Nyakudya was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Jan 21CAFCA Limited, Annual General Meeting, Feb 19, 2026CAFCA Limited, Annual General Meeting, Feb 19, 2026, at 12:00 South Africa Standard Time. Location: cafca ltd, 54 lytton road, workington harare, Zimbabwe
공고 • Jan 22CAFCA Limited, Annual General Meeting, Feb 20, 2025CAFCA Limited, Annual General Meeting, Feb 20, 2025, at 12:00 South Africa Standard Time. Location: cafca ltd, 54 lytton road, workington harare, harare Zimbabwe
New Risk • Nov 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 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: Major Risk Market cap is less than US$10m (R127.7m market cap, or US$7.01m). Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Jun 13New 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (R121.6m market cap, or US$6.62m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Jun 13Does CAFCA (JSE:CAC) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Apr 11New 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 10% 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: Major Risks High level of non-cash earnings (104% accrual ratio). Market cap is less than US$10m (R104.7m market cap, or US$5.59m). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 16x cash flows per share). Share price has been volatile over the past 3 months (10% average weekly change).
분석 기사 • Jan 19Impressive Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited's ( JSE:CAC ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Reported Earnings • Jan 16Full year 2023 earnings released: EPS: Z$1,520 (vs Z$232 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$232 in FY 2022). Revenue: Z$164.0b (up 119% from FY 2022). Net income: Z$51.3b (up Z$43.5b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 22Upcoming dividend of US$0.079 per shareEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 102%. Within top quartile of South African dividend payers (9.3%). Higher than average of industry peers (1.7%).
Reported Earnings • Nov 19Full year 2023 earnings released: EPS: Z$1,520 (vs Z$66.08 in FY 2022)Full year 2023 results: EPS: Z$1,520 (up from Z$66.08 in FY 2022). Revenue: Z$164.0b (up Z$142.7b from FY 2022). Net income: Z$51.3b (up Z$49.1b from FY 2022). Profit margin: 31% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 144% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 23Full year 2022 earnings released: EPS: Z$66.08 (vs Z$7.85 loss in FY 2021)Full year 2022 results: EPS: Z$66.08 (up from Z$7.85 loss in FY 2021). Revenue: Z$21.3b (up 440% from FY 2021). Net income: Z$2.22b (up Z$2.48b from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 30Upcoming dividend of Z$23.00 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 20 December 2022. Trailing yield: 97%. Within top quartile of South African dividend payers (8.6%). Higher than average of industry peers (4.4%).
분석 기사 • Nov 27Robust Earnings May Not Tell The Whole Story For CAFCA (JSE:CAC)CAFCA Limited ( JSE:CAC ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Gideon Johannes Steyn was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. No independent directors (7 non-independent directors). Non-Executive Director Gideon Johannes Steyn was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: Z$7.85 loss per share (down from Z$21.25 profit in FY 2020). Revenue: Z$3.95b (up 60% from FY 2020). Net loss: Z$262.2m (down 137% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.