View ValuationBoxer Retail 향후 성장Future 기준 점검 3/6Boxer Retail (는) 각각 연간 12.8% 및 11% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 39.3% 로 예상됩니다.핵심 정보12.8%이익 성장률12.63%EPS 성장률Consumer Retailing 이익 성장11.7%매출 성장률11.0%향후 자기자본이익률39.32%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.모든 업데이트 보기Recent updates공시 • May 21Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion.Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,300,000 Price\Range: ZAR 82 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing공시 • May 20Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion.Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingUpcoming Dividend • May 20Upcoming dividend of R0.95 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (2.6%).Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: R3.44. Revenue: R46.7b (up 10% from FY 2025). Net income: R1.56b (up 13% from FY 2025). Profit margin: 3.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Retailing industry in South Africa.공시 • Feb 21Boxer Retail Limited Announces Board and Committee ChangesBoxer Retail Limited announced that James Formby will step down as Chair of the Company with effect from February 28, 2026, and will remain on the Board as a non-independent non-executive director. Sean Summers, currently Chief Executive Officer of Pick n Pay Stores Limited and a non-executive director of the Company, has been appointed as non-independent, non-executive Chair of Boxer, with effect from March 1, 2026. In connection with this change in Chairmanship, Sean Summers will step down as a member of the Company’s Remuneration Committee, with effect from March 1, 2026. James Formby will be appointed as a member of the Remuneration Committee with effect from the same date. Charlotte Maponya will continue to serve as Lead Independent Director of the Company.분석 기사 • Jan 13Boxer Retail (JSE:BOX) Looks To Prolong Its Impressive ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Oct 14First half 2026 earnings released: EPS: R1.11 (vs R1.64 in 1H 2025)First half 2026 results: EPS: R1.11. Revenue: R22.5b (up 14% from 1H 2025). Net income: R502.0m (up 2.2% from 1H 2025). Profit margin: 2.2% (down from 2.5% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Retailing industry in South Africa.공시 • Oct 13Boxer Retail Limited Declares an Inaugural Interim Dividend, Payable on 8 December 2025The Board of Boxer Retail Limited has declared an inaugural interim dividend of 45.30 cents per share. This is in line with the prelisting statement, whereby the Board communicated its intention to pay a dividend from fiscal year 2026 on a payout ratio of 40% of Headline earnings per share. The dividend will be paid on 8 December 2025. Last date to trade (CUM dividend) is2 December 2025. Ex Dividend date is 3 December 2025. Record date is 5 December 2025.공시 • Sep 29Boxer Retail Limited to Report First Half, 2026 Results on Oct 13, 2025Boxer Retail Limited announced that they will report first half, 2026 results on Oct 13, 2025분석 기사 • Sep 26There's Reason For Concern Over Boxer Retail Limited's (JSE:BOX) PriceBoxer Retail Limited's ( JSE:BOX ) price-to-earnings (or "P/E") ratio of 21x might make it look like a strong sell...공시 • Jul 02Boxer Retail Limited, Annual General Meeting, Jul 29, 2025Boxer Retail Limited, Annual General Meeting, Jul 29, 2025.분석 기사 • Jun 26Is Boxer Retail (JSE:BOX) 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...분석 기사 • May 31Unpleasant Surprises Could Be In Store For Boxer Retail Limited's (JSE:BOX) SharesWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") below 8x, you may consider...Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: R4.07 (down from R40.59 in FY 2024). Revenue: R42.3b (up 13% from FY 2024). Net income: R1.38b (flat on FY 2024). Profit margin: 3.3% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in South Africa.Board Change • Dec 04High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Sean Summers is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측JSE:BOX - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수2/28/202965,4962,2921,7694,05972/29/202858,6352,0382,2793,71382/28/202752,2971,7831,4383,34683/1/202646,6821,5561,6782,695N/A12/1/202546,0121,4751,8792,961N/A8/31/202545,0881,3942,0793,227N/A5/31/202543,7161,3891,7842,813N/A3/2/202542,5971,3831,4882,399N/A12/2/202441,0641,4091,3302,273N/A8/25/202439,5311,4351,1712,146N/A5/25/202438,4751,4101,4612,492N/A2/25/202437,4191,3851,7512,837N/A2/26/202331,8971,1049562,150N/A2/27/202226,5838548741,697N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BOX 의 연간 예상 수익 증가율(12.8%)이 saving rate(9.8%)보다 높습니다.수익 vs 시장: BOX 의 연간 수익(12.8%)이 ZA 시장(15.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: BOX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BOX 의 수익(연간 11%)이 ZA 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BOX 의 수익(연간 11%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BOX의 자본 수익률은 3년 후 39.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/13 05:34종가2026/06/12 00:00수익2026/03/01연간 수익2026/03/01데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Boxer Retail Limited는 10명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Darren CohnAbsa Bank LimitedMichael de NobregaAvior Capital MarketsMichael JacksBofA Global Research7명의 분석가 더 보기
Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.
공시 • May 21Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion.Boxer Retail Limited has completed a Follow-on Equity Offering in the amount of ZAR 4.6986 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,300,000 Price\Range: ZAR 82 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
공시 • May 20Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion.Boxer Retail Limited has filed a Follow-on Equity Offering in the amount of ZAR 4.7 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Upcoming Dividend • May 20Upcoming dividend of R0.95 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (2.6%).
Price Target Changed • May 15Price target increased by 13% to R90.50Up from R79.83, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of R87.50. Stock is up 37% over the past year. The company is forecast to post earnings per share of R3.90 for next year compared to R3.44 last year.
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: R3.44. Revenue: R46.7b (up 10% from FY 2025). Net income: R1.56b (up 13% from FY 2025). Profit margin: 3.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Retailing industry in South Africa.
공시 • Feb 21Boxer Retail Limited Announces Board and Committee ChangesBoxer Retail Limited announced that James Formby will step down as Chair of the Company with effect from February 28, 2026, and will remain on the Board as a non-independent non-executive director. Sean Summers, currently Chief Executive Officer of Pick n Pay Stores Limited and a non-executive director of the Company, has been appointed as non-independent, non-executive Chair of Boxer, with effect from March 1, 2026. In connection with this change in Chairmanship, Sean Summers will step down as a member of the Company’s Remuneration Committee, with effect from March 1, 2026. James Formby will be appointed as a member of the Remuneration Committee with effect from the same date. Charlotte Maponya will continue to serve as Lead Independent Director of the Company.
분석 기사 • Jan 13Boxer Retail (JSE:BOX) Looks To Prolong Its Impressive ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Oct 14First half 2026 earnings released: EPS: R1.11 (vs R1.64 in 1H 2025)First half 2026 results: EPS: R1.11. Revenue: R22.5b (up 14% from 1H 2025). Net income: R502.0m (up 2.2% from 1H 2025). Profit margin: 2.2% (down from 2.5% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Retailing industry in South Africa.
공시 • Oct 13Boxer Retail Limited Declares an Inaugural Interim Dividend, Payable on 8 December 2025The Board of Boxer Retail Limited has declared an inaugural interim dividend of 45.30 cents per share. This is in line with the prelisting statement, whereby the Board communicated its intention to pay a dividend from fiscal year 2026 on a payout ratio of 40% of Headline earnings per share. The dividend will be paid on 8 December 2025. Last date to trade (CUM dividend) is2 December 2025. Ex Dividend date is 3 December 2025. Record date is 5 December 2025.
공시 • Sep 29Boxer Retail Limited to Report First Half, 2026 Results on Oct 13, 2025Boxer Retail Limited announced that they will report first half, 2026 results on Oct 13, 2025
분석 기사 • Sep 26There's Reason For Concern Over Boxer Retail Limited's (JSE:BOX) PriceBoxer Retail Limited's ( JSE:BOX ) price-to-earnings (or "P/E") ratio of 21x might make it look like a strong sell...
공시 • Jul 02Boxer Retail Limited, Annual General Meeting, Jul 29, 2025Boxer Retail Limited, Annual General Meeting, Jul 29, 2025.
분석 기사 • Jun 26Is Boxer Retail (JSE:BOX) 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...
분석 기사 • May 31Unpleasant Surprises Could Be In Store For Boxer Retail Limited's (JSE:BOX) SharesWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: R4.07 (down from R40.59 in FY 2024). Revenue: R42.3b (up 13% from FY 2024). Net income: R1.38b (flat on FY 2024). Profit margin: 3.3% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Retailing industry in South Africa.
Board Change • Dec 04High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Sean Summers is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.