The SPAR Group Ltd

JSE:SPP 주식 리포트

시가총액: R8.8b

SPAR Group 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Moegamat Isaacs

최고경영자

R15.4m

총 보수

CEO 급여 비율52.70%
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간10.8yrs
이사회 평균 재임 기간3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 25

SPP: Higher Margin Outlook And EPS Guidance Will Support Long-Term Upside

The latest Narrative Update on SPAR Group reflects a lower analyst price target from ZAR146.00 to ZAR118.00. Analysts cited adjustments to fair value assumptions, a slightly higher discount rate, modestly different revenue growth expectations, a revised profit margin outlook, and a lower future P/E multiple.
내러티브 업데이트 Jun 08

SPP: Earnings Guidance And Margin Assumptions Will Shape Measured Upside Potential

Analysts have reduced their ZAR fair value estimate for SPAR Group from ZAR81.00 to ZAR52.00, citing updates to assumptions on the discount rate, revenue growth, profit margin and future P/E, which they believe better reflect current expectations. What's in the News SPAR Group issued earnings guidance for the 26 weeks ending 27 September 2026, indicating expected EPS in a range of ZAR0.70 to ZAR0.80 per share, according to company guidance.
내러티브 업데이트 May 25

SPP: Higher Required Returns Will Eventually Support Share Price Rebound

Analysts have adjusted their price target for SPAR Group slightly lower to ZAR101.75 from ZAR103.34. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modestly different view of fair value.
내러티브 업데이트 May 06

SPP: Leadership Transition And Governance Focus Will Support Future Share Price Rebound

Analysts have trimmed their price target for SPAR Group from ZAR107.09 to ZAR103.34, citing small adjustments to fair value inputs such as the discount rate, revenue growth expectations, profit margin assumptions and the future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, with his role ending on 28 February 2026 after 19 years at SPAR Group.
내러티브 업데이트 Apr 20

SPP: Leadership Changes And Higher Future P/E Will Support Long-Term Upside

Analysts now hold SPAR Group's fair value steady at ZAR146.00 per share, with updated assumptions reflecting slightly higher expected revenue growth, a lower profit margin and a higher future P/E multiple that together support this unchanged price target. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, during which he led operational stabilization, portfolio simplification and balance sheet strengthening (Key Developments).
내러티브 업데이트 Apr 06

SPP: Leadership Transition And Capital Discipline Will Support Future Share Price Rebound

Analysts have adjusted their price target on SPAR Group to ZAR107.09 from ZAR136.69, reflecting updated assumptions for a slightly higher discount rate, firmer revenue growth, a lower profit margin, and a modestly higher future P/E multiple. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group, with a transition period to support ongoing projects (Key Developments).
내러티브 업데이트 Mar 23

SPP: Leadership Changes And Margin Recovery Will Drive Future Upside Potential

Analysts have kept their ZAR 81.00 price target for SPAR Group unchanged, indicating that only small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions have been made, rather than a major shift in their overall view. What's in the News Group CEO Angelo Swartz has resigned effective 28 February 2026 after 19 years at SPAR, with the board highlighting his role in operational stabilization, portfolio simplification and balance sheet strengthening during his tenure (Key Developments).
내러티브 업데이트 Mar 09

SPP: Leadership Transition And Margin Recovery Efforts Will Shape Future Risk Profile

Analysts have reduced their price target on SPAR Group from ZAR104 to ZAR81. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
내러티브 업데이트 Feb 23

SPP: Leadership Transition And Refined Assumptions Will Support Long-Term Upside

Analysts have nudged their price target for SPAR Group slightly higher to ZAR146.0 from ZAR145.5, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Group CEO Angelo Swartz has resigned, effective 28 February 2026, after 19 years with SPAR Group.
내러티브 업데이트 Feb 08

SPP: Maintained Fair Value And Lower Discount Rate Will Support Long-Term Upside

Analysts have maintained their fair value estimate for SPAR Group at $145.50. Small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E have fed into this unchanged price target, indicating that their overall view on the stock remains broadly consistent with prior analysis.
내러티브 업데이트 Jan 25

SPP: Higher Discount Rate Will Still Support Attractive Long Term Returns

Analysts have adjusted their price target on SPAR Group to $145.50 from $171.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News SPAR Group issued earnings guidance for the 52 weeks ending 26 September 2025, giving investors a fresh reference point for its expected performance over that period (company guidance).
내러티브 업데이트 Jan 11

SPP: Earnings Guidance Range Will Shape Risk Profile And Margin Expectations

Analysts have kept their fair value estimate for SPAR Group unchanged at $104.00. Only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions were made to support this same price target.
분석 기사 Dec 20

SPAR Group's (JSE:SPP) Soft Earnings Are Actually Better Than They Appear

Investors were disappointed with the weak earnings posted by The SPAR Group Ltd ( JSE:SPP ). While the headline numbers...
내러티브 업데이트 Dec 19

SPP: Earnings Reset Will Define Risk Profile Amid Modest Margin Outlook

Analysts have trimmed their price target on SPAR Group to $104.00 from $111.00, reflecting slightly higher perceived risk despite modestly improved growth and margin expectations. What's in the News SPAR Group issued earnings guidance for the 52 weeks ending September 26, 2025, projecting EPS of 375.4 to 458.9 cents per share, significantly below the prior year's 834.3 cents per share (company guidance).
분석 기사 Dec 11

Is SPAR Group (JSE:SPP) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Dec 05

SPP: Steady Margins And Earnings Reset Will Support Future Share Price Rebound

Analysts have nudged their price target for SPAR Group slightly higher to approximately $136.69 per share, citing modest adjustments to discount rate and future earnings multiple assumptions while leaving fair value essentially unchanged. What's in the News Issued earnings guidance for the 52 weeks ending 26 September 2025, projecting EPS of 375.4 to 458.9 cents per share, less than half of the 834.3 cents reported a year earlier (company guidance) Guided diluted EPS to a range of 375.3 to 458.7 cents per share for fiscal 2025, down from 834.0 cents per share in the prior year, signaling a sharp earnings reset (company guidance) The widened EPS ranges for 2025 highlight management's caution around operating conditions and execution, even as the business maintains visibility on near term profitability (company guidance) Valuation Changes Fair Value: Unchanged at approximately ZAR 136.69 per share, indicating no material shift in the intrinsic value estimate.
내러티브 업데이트 Nov 21

SPP: Improved Margin Outlook Will Drive Renewed Share Price Optimism

Analysts have slightly lowered their fair value estimate for SPAR Group from $137.08 to $136.69, citing moderated revenue growth but improved profit margin expectations. Valuation Changes The Fair Value Estimate was reduced slightly from ZAR137.08 to ZAR136.69.
내러티브 업데이트 Nov 01

SPP: Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Narrative Update on SPAR Group Analysts have maintained their price target for SPAR Group at $137.08 per share. They cite consistent revenue growth estimates and stable profit margin expectations as supporting factors behind the unchanged outlook.
내러티브 업데이트 Oct 18

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Analysts have maintained their price target for SPAR Group at $137.08. They cited minimal recent shifts in revenue growth, profit margin, and discount rate assumptions.
내러티브 업데이트 Oct 03

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Analysts have lowered their price target for SPAR Group from $144.42 to $137.08. They cite modestly reduced expectations for revenue growth, even though there is a slight improvement in projected profit margins.
분석 기사 Sep 04

SPAR Group (JSE:SPP) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jun 12

Solid Earnings Reflect SPAR Group's (JSE:SPP) Strength As A Business

Even though The SPAR Group Ltd's ( JSE:SPP ) recent earnings release was robust, the market didn't seem to notice. Our...
분석 기사 Jun 11

What Does The Future Hold For The SPAR Group Ltd (JSE:SPP)? These Analysts Have Been Cutting Their Estimates

Market forces rained on the parade of The SPAR Group Ltd ( JSE:SPP ) shareholders today, when the analysts downgraded...
분석 기사 May 03

The SPAR Group Ltd (JSE:SPP) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 13.7x The SPAR Group Ltd ( JSE:SPP ) may be sending very bearish signals...
분석 기사 Apr 04

Here's What's Concerning About SPAR Group's (JSE:SPP) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
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새로운 내러티브 Mar 14

Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Enhancements in operational efficiencies and strategic exits are geared towards better margins and increased investor confidence through improved financial metrics.
분석 기사 Feb 08

Is SPAR Group (JSE:SPP) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

CEO 보수 분석

Moegamat Isaacs의 보수는 SPAR Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 27 2026n/an/a

R343m

Dec 27 2025n/an/a

R582m

Sep 26 2025R15mR8m

R820m

보상 대 시장: Moegamat의 총 보수(USD934.05K)는 ZA 시장에서 비슷한 규모 기업의 평균(USD1.20M) 수준입니다.

보상과 수익: Moegamat의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Moegamat Isaacs (57 yo)

less than a year
재임 기간
R15,383,964
보수

Mr. Moegamat Reeza Isaacs, BCom, CA(SA) has been Group Chief Executive Officer of The SPAR Group Ltd since March 1, 2026 and as its Executive Director since January 1, 2025. He was Group Chief Financial Of...


리더십 팀

이름직위재임 기간보수지분
Moegamat Isaacs
Group CEO & Executive Directorless than a yearR15.38m데이터 없음
Megan Pydigadu
Group CFO & Executive Directorless than a yearR14.75m데이터 없음
Zihle Nonganga
Group Executive: Investor Relations & Communicationsno data데이터 없음데이터 없음
Mike Prentice
Group Marketing Executive19.4yrs데이터 없음데이터 없음
Thulisile Tabudi
Group Human Resources Executive18.6yrs데이터 없음데이터 없음
Robert Philipson
Chief Executive Officer of Switzerland & Poland20.4yrs데이터 없음데이터 없음
Desmond Borrageiro
Managing Director of SPAR South Rand Division14.4yrs데이터 없음데이터 없음
Leo Crawford
Chief Executive Officer of Ireland & South West Englandno data데이터 없음데이터 없음
Jeremy Colin Nicol
Managing Director of S Buys Divisionno data데이터 없음데이터 없음
Max Oliva
Chief Executive Officer of Southern Africano data데이터 없음데이터 없음
Rob Lister
Managing Director of Build IT Division6.7yrs데이터 없음데이터 없음
Martin Webber
Managing Director SPAR Lowveld Division7.2yrs데이터 없음데이터 없음
10.8yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: SPP의 경영진은 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


이사회 구성원

이름직위재임 기간보수지분
Moegamat Isaacs
Group CEO & Executive Director1.4yrsR15.38m데이터 없음
Megan Pydigadu
Group CFO & Executive Director2.6yrsR14.75m데이터 없음
Elizabeth Botha
Independent Non-Executive Director2.3yrsR1.24m데이터 없음
Michael Bosman
Independent Non-Executive Chairman3.5yrsR5.72m데이터 없음
Shirley Zinn
Independent Deputy Chairperson3.4yrsR1.64m데이터 없음
Pedro Manuel da Silva
Independent Non-Executive Director3.4yrsR1.66m데이터 없음
Olufunke Ighodaro
Independent Non-Executive Director2.3yrsR1.74m데이터 없음
Lwazi Koyana
Independent Non-Executive Director7.1yrsR1.28m데이터 없음
Sundeep Naran
Independent Non-Executive Director4.3yrsR1.31m데이터 없음
Marie Jamieson
Independent Non-Executive Director2.3yrsR792.00k데이터 없음
3.0yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: SPP의 이사회경험이 있음으로 간주됩니다(평균 재임 3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/28 06:07
종가2026/06/26 00:00
수익2026/03/27
연간 수익2025/09/26

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

The SPAR Group Ltd는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Michael de NobregaAvior Capital Markets