View ValuationSuper Group 향후 성장Future 기준 점검 1/6Super Group (는) 각각 연간 14.1% 및 4.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.9% 로 예상됩니다.핵심 정보14.1%이익 성장률13.64%EPS 성장률Specialty Retail 이익 성장11.2%매출 성장률4.7%향후 자기자본이익률9.89%애널리스트 커버리지Low마지막 업데이트16 Mar 2026최근 향후 성장 업데이트Price Target Changed • Apr 02Price target decreased by 8.4% to R28.57Down from R31.20, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of R27.22. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of R2.62 for next year compared to R0.13 last year.Price Target Changed • Dec 24Price target decreased by 15% to R27.13Down from R32.03, the current price target is an average from 3 analysts. New target price is 8.6% below last closing price of R29.69. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.Price Target Changed • Nov 01Price target decreased by 11% to R30.60Down from R34.28, the current price target is an average from 4 analysts. New target price is 40% above last closing price of R21.89. Stock is down 34% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.Price Target Changed • Aug 31Price target decreased by 8.4% to R34.28Down from R37.42, the current price target is an average from 4 analysts. New target price is 24% above last closing price of R27.75. Stock is down 19% over the past year. The company is forecast to post earnings per share of R4.03 for next year compared to R4.73 last year.Major Estimate Revision • Mar 06Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from R69.7b to R68.9b. EPS estimate also fell from R4.63 per share to R4.15 per share. Net income forecast to grow 24% next year vs 7.7% growth forecast for Specialty Retail industry in South Africa. Consensus price target down from R39.50 to R38.20. Share price rose 2.2% to R27.49 over the past week.Major Estimate Revision • Sep 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from R69.3b to R70.8b. EPS estimate increased from R4.12 to R4.60 per share. Net income forecast to grow 9.1% next year vs 1.8% decline forecast for Specialty Retail industry in South Africa. Consensus price target broadly unchanged at R39.00. Share price fell 2.1% to R32.77 over the past week.모든 업데이트 보기Recent updatesReported Earnings • Feb 25First half 2026 earnings released: EPS: R1.58 (vs R1.25 in 1H 2025)First half 2026 results: EPS: R1.58 (up from R1.25 in 1H 2025). Revenue: R22.7b (up 7.0% from 1H 2025). Net income: R532.8m (up 26% from 1H 2025). Profit margin: 2.3% (up from 2.0% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 22% per year.공시 • Jan 22+ 1 more updateSuper Group Limited to Report First Half, 2026 Results on Feb 24, 2026Super Group Limited announced that they will report first half, 2026 results on Feb 24, 2026공시 • Nov 28Super Group Limited Announces Group Social and Ethics Committee AppointmentsSuper Group Limited announced at the AGM held on November 28, 2025, approved election of Ms Pitsi Mnisi, Mr. Simphiwe Mehlomakulu and Mr. Peter Mountford as Group Social and Ethics Committee.Buy Or Sell Opportunity • Nov 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.2% to R16.41. The fair value is estimated to be R13.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 39%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Oct 17Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: R2.37 (down from R2.47 in FY 2024). Revenue: R44.5b (down 1.4% from FY 2024). Net income: R803.4m (down 3.7% from FY 2024). Profit margin: 1.8% (in line with FY 2024). Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 7.6%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Oct 15Super Group Limited, Annual General Meeting, Nov 28, 2025Super Group Limited, Annual General Meeting, Nov 28, 2025.New Risk • Sep 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R3.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Sep 16Group CEO & Executive Director recently sold R1.4m worth of stockOn the 9th of September, Peter Mountford sold around 105k shares on-market at roughly R13.52 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Peter has been a net buyer over the last 12 months, purchasing a net total of R2.3m worth of shares.Reported Earnings • Sep 10Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: R11.91 (up from R0.13 in FY 2024). Revenue: R44.5b (down 31% from FY 2024). Net income: R545.6m (up R502.2m from FY 2024). Profit margin: 1.2% (up from 0.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 7.6%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 53% to R14.31. The fair value is estimated to be R18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.공시 • Aug 29Super Group Limited to Report Fiscal Year 2025 Results on Sep 09, 2025Super Group Limited announced that they will report fiscal year 2025 results at 7:05 AM, South Africa Standard Time on Sep 09, 2025Buy Or Sell Opportunity • Aug 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 53% to R14.37. The fair value is estimated to be R18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.공시 • Aug 05Mutares SE & Co. KGaA (XTRA:MUX) completed the acquisition of IN tIME Group from Super Group Limited (JSE:SPG).Mutares SE & Co. KGaA (XTRA:MUX) agreed to acquire IN tIME Group from Super Group Limited (JSE:SPG) on June 20, 2025. For the period ending December 31, 2024, IN tIME Group reported total revenue of €115 million. Mutares SE & Co. KGaA (XTRA:MUX) completed the acquisition of IN tIME Group from Super Group Limited (JSE:SPG) on August 4, 2025.공시 • Jun 24PSG Asset Management (Pty) Ltd acquired an additional minority stake in Super Group Limited (JSE:SPG).PSG Asset Management (Pty) Ltd acquired an additional minority stake in Super Group Limited (JSE:SPG) on June 24, 2025. After completion, PSG Asset Management now holds 10.3% stake in Super Group. PSG Asset Management (Pty) Ltd completed the acquisition of an additional minority stake in Super Group Limited (JSE:SPG) on June 24, 2025.Recent Insider Transactions • Jun 22Group CEO & Executive Director recently bought R7.9m worth of stockOn the 18th of June, Peter Mountford bought around 636k shares on-market at roughly R12.46 per share. This transaction increased Peter's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of R3.7m worth in shares.공시 • Jun 20Mutares SE & Co. KGaA (XTRA:MUX) agreed to acquire IN tIME Group from Super Group Limited (JSE:SPG).Mutares SE & Co. KGaA (XTRA:MUX) agreed to acquire IN tIME Group from Super Group Limited (JSE:SPG) on June 20, 2025. For the period ending December 31, 2024, IN tIME Group reported total revenue of €115 million.Buy Or Sell Opportunity • Jun 18Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 56% to R12.40. The fair value is estimated to be R16.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Jun 11Upcoming dividend of R16.30 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 23 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (8.0%). Lower than average of industry peers (3.4%).Price Target Changed • Apr 02Price target decreased by 8.4% to R28.57Down from R31.20, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of R27.22. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of R2.62 for next year compared to R0.13 last year.Reported Earnings • Mar 18First half 2025 earnings released: EPS: R1.08 (vs R1.43 in 1H 2024)First half 2025 results: EPS: R1.08 (down from R1.43 in 1H 2024). Revenue: R23.7b (down 7.6% from 1H 2024). Net income: R366.9m (down 24% from 1H 2024). Profit margin: 1.5% (down from 1.9% in 1H 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Jan 23+ 1 more updateSuper Group Limited to Report First Half, 2025 Results on Mar 18, 2025Super Group Limited announced that they will report first half, 2025 results on Mar 18, 2025분석 기사 • Dec 25Super Group Limited (JSE:SPG) Shares Fly 26% But Investors Aren't Buying For GrowthSuper Group Limited ( JSE:SPG ) shareholders have had their patience rewarded with a 26% share price jump in the last...Price Target Changed • Dec 24Price target decreased by 15% to R27.13Down from R32.03, the current price target is an average from 3 analysts. New target price is 8.6% below last closing price of R29.69. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.Buy Or Sell Opportunity • Dec 05Now 24% undervaluedOver the last 90 days, the stock has risen 11% to R30.30. The fair value is estimated to be R39.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.New Risk • Dec 03New 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 6.3% 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 Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin). Shareholders have been diluted in the past year (3.7% increase in shares outstanding). Significant insider selling over the past 3 months (R5.6m sold).공시 • Nov 16Super Group Limited Appoints Dave Cathrall as Lead Independent Non-Executive DirectorSuper Group Limited advised of the following changes to the important functions of a director. Dave Cathrall, currently an independent non-executive director, Chairman of the Audit Committee and Risk Committee and a member of the Remuneration Committee, has been appointed as the Lead Independent Non-Executive Director with effect from 15 November 2024. The lead independent director performs specific duties primarily aimed at strengthening the chair of the board of directors in line with the recommendations contained in the King IV Report on Corporate Governance for South Africa 2016.New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin). Shareholders have been diluted in the past year (3.7% increase in shares outstanding). Significant insider selling over the past 3 months (R5.6m sold).Price Target Changed • Nov 01Price target decreased by 11% to R30.60Down from R34.28, the current price target is an average from 4 analysts. New target price is 40% above last closing price of R21.89. Stock is down 34% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.분석 기사 • Oct 22There May Be Some Bright Spots In Super Group's (JSE:SPG) EarningsShareholders appeared unconcerned with Super Group Limited's ( JSE:SPG ) lackluster earnings report last week. Our...Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: R0.13 (down from R4.81 in FY 2023). Revenue: R64.9b (up 4.6% from FY 2023). Net income: R43.5m (down 97% from FY 2023). Profit margin: 0.1% (down from 2.6% in FY 2023). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in South Africa. 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 11% per year.공시 • Oct 16Super Group Limited, Annual General Meeting, Nov 29, 2024Super Group Limited, Annual General Meeting, Nov 29, 2024.Recent Insider Transactions • Sep 26Group CEO & Executive Director recently sold R3.2m worth of stockOn the 18th of September, Peter Mountford sold around 131k shares on-market at roughly R24.25 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Upcoming Dividend • Sep 25Upcoming dividend of R0.60 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.5%. Lower than top quartile of South African dividend payers (7.4%). Lower than average of industry peers (3.1%).분석 기사 • Sep 17Super Group (JSE:SPG) Will Be Hoping To Turn Its Returns On Capital AroundFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Sep 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin).공시 • Sep 11Super Group Limited Announces A Final Gross Dividend for the Year Ended 30 June 2024, Payable on 7 October 2024Super Group Limited announced a final gross dividend of 60 cents (2023: 80 cents) per share has been declared out of income reserves in respect of the ordinary shares of no-par value for the year ended 30 June 2024. Shares trade ex-dividend is 2 October 2024. Record date is 4 October 2024. Payment date is 7 October 2024.Price Target Changed • Aug 31Price target decreased by 8.4% to R34.28Down from R37.42, the current price target is an average from 4 analysts. New target price is 24% above last closing price of R27.75. Stock is down 19% over the past year. The company is forecast to post earnings per share of R4.03 for next year compared to R4.73 last year.분석 기사 • Aug 13Super Group Limited's (JSE:SPG) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 5.9x Super Group Limited ( JSE:SPG ) may be sending bullish signals at the...공시 • Aug 12Super Group Limited to Report Fiscal Year 2024 Results on Sep 11, 2024Super Group Limited announced that they will report fiscal year 2024 results at 7:05 AM, South Africa Standard Time on Sep 11, 2024Buy Or Sell Opportunity • Jul 02Now 27% undervaluedOver the last 90 days, the stock has risen 15% to R29.29. The fair value is estimated to be R40.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Buy Or Sell Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock has risen 11% to R28.87. The fair value is estimated to be R36.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Major Estimate Revision • Mar 06Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from R69.7b to R68.9b. EPS estimate also fell from R4.63 per share to R4.15 per share. Net income forecast to grow 24% next year vs 7.7% growth forecast for Specialty Retail industry in South Africa. Consensus price target down from R39.50 to R38.20. Share price rose 2.2% to R27.49 over the past week.Reported Earnings • Feb 29First half 2024 earnings released: EPS: R2.06 (vs R2.42 in 1H 2023)First half 2024 results: EPS: R2.06 (down from R2.42 in 1H 2023). Revenue: R33.2b (up 12% from 1H 2023). Net income: R692.8m (down 16% from 1H 2023). Profit margin: 2.1% (down from 2.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Feb 21Super Group Limited to Report First Half, 2024 Results on Feb 27, 2024Super Group Limited announced that they will report first half, 2024 results on Feb 27, 2024Buy Or Sell Opportunity • Feb 20Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to R25.34. The fair value is estimated to be R33.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.공시 • Nov 29Super Group Limited Announces Change in CommitteeAnnual General Meeting of Super Group shareholders held on 28 November 2023 approved Election of the Group Audit Committee: Mr. David Cathrall, Mr. Jack Phalane, Ms Pitsi Mnisi. Election of the Group Social an Ethics Committee: Ms Pitsi Mnisi, Mr. Simphiwe Mehlomakulu, Mr. Peter Mountford.Recent Insider Transactions Derivative • Nov 10Group CEO & Executive Director exercised options to buy R4.1m worth of stock.On the 3rd of November, Peter Mountford exercised 398.60k options at around R33.19, then sold 279.62k of them at R33.30 each and kept the remainder. Since March 2023, Peter's direct individual holding has increased from 31.03k shares to 200.00k. Company insiders have collectively bought R4.2m more than they sold, via options and on-market transactions, in the last 12 months.공시 • Nov 01Super Group Limited, Annual General Meeting, Nov 28, 2023Super Group Limited, Annual General Meeting, Nov 28, 2023, at 09:00 South Africa Standard Time.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Jack Phalane was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: R4.73 (up from R3.79 in FY 2022). Revenue: R61.9b (up 31% from FY 2022). Net income: R1.60b (up 17% from FY 2022). Profit margin: 2.6% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 11Upcoming dividend of R0.80 per share at 2.4% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 23 October 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (4.9%).Major Estimate Revision • Sep 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from R69.3b to R70.8b. EPS estimate increased from R4.12 to R4.60 per share. Net income forecast to grow 9.1% next year vs 1.8% decline forecast for Specialty Retail industry in South Africa. Consensus price target broadly unchanged at R39.00. Share price fell 2.1% to R32.77 over the past week.Major Estimate Revision • Sep 15Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from R64.5b to R69.3b. EPS estimate fell from R4.74 to R4.12 per share. Net income forecast to grow 14% next year vs 1.8% decline forecast for Specialty Retail industry in South Africa. Consensus price target of R38.33 unchanged from last update. Share price was steady at R33.17 over the past week.Price Target Changed • Aug 31Price target decreased by 7.6% to R38.33Down from R41.50, the current price target is an average from 3 analysts. New target price is 13% above last closing price of R34.07. Stock is up 21% over the past year. The company is forecast to post earnings per share of R4.74 for next year compared to R4.73 last year.Reported Earnings • Aug 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: R4.73 (up from R3.79 in FY 2022). Revenue: R61.9b (up 31% from FY 2022). Net income: R1.60b (up 17% from FY 2022). Profit margin: 2.6% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Aug 29Super Group Limited Announces a Final Gross Dividend for the Year Ended 30 June 2023, Payable on 23 October 2023Super Group Limited announced a final gross dividend of 80 cents (2022: 63 cents) per share has been declared out of income reserves in respect of the ordinary shares of no-par value for the year ended 30 June 2023. Dividend payable on 23 October 2023 and record date of 20 October 2023.Price Target Changed • Aug 20Price target decreased by 7.6% to R38.33Down from R41.50, the current price target is an average from 3 analysts. New target price is 12% above last closing price of R34.29. Stock is up 22% over the past year. The company is forecast to post earnings per share of R4.38 for next year compared to R3.79 last year.공시 • Jul 29Super Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Super Group Limited announced that they will report fiscal year 2023 results at 7:05 AM, South Africa Standard Time on Aug 29, 2023공시 • Jul 28Super Group Limited Provides Earnings Guidance for the Twelve Months Ended 30 June 2023Super Group Limited provided earnings guidance for the twelve months ended 30 June 2023. For the year, the company expects Earnings per share to be 454.2 cents per share to 480.7 cents per share and Headline earnings per share 456.8 cents per share to 483.5 cents per share.Recent Insider Transactions • Mar 27Group CEO & Executive Director recently bought R68k worth of stockOn the 20th of March, Peter Mountford bought around 2k shares on-market at roughly R31.00 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Peter has been a net seller over the last 12 months, reducing personal holdings by R1.6m.Recent Insider Transactions Derivative • Mar 06Group CEO & Executive Director exercised options and sold R559k worth of stockOn the 28th of February, Peter Mountford exercised options to acquire 104k shares at no cost and sold these for an average price of R5.39 per share. This trade did not impact their existing holding. For the year to June 2016, Peter's total compensation was 38% salary and 62% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2022, Peter's direct individual holding has increased from 74.62k shares to 79.41k. Company insiders have collectively sold R394k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Feb 28Price target increased by 12% to R37.50Up from R33.50, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of R34.59. Stock is up 7.3% over the past year. The company is forecast to post earnings per share of R4.01 for next year compared to R3.79 last year.Reported Earnings • Feb 22First half 2023 earnings released: EPS: R2.50 (vs R1.90 in 1H 2022)First half 2023 results: EPS: R2.50 (up from R1.90 in 1H 2022). Revenue: R29.1b (up 35% from 1H 2022). Net income: R852.6m (up 24% from 1H 2022). Profit margin: 2.9% (down from 3.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R32.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in South Africa. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R32.16 per share.공시 • Feb 03Super Group Limited to Report First Half, 2023 Results on Feb 21, 2023Super Group Limited announced that they will report first half, 2023 results on Feb 21, 2023Buying Opportunity • Jan 30Now 22% undervaluedOver the last 90 days, the stock is up 5.8%. The fair value is estimated to be R35.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.Upcoming Dividend • Oct 12Upcoming dividend of R0.63 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 24 October 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (4.4%).Major Estimate Revision • Sep 16Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from R49.6b to R50.5b. EPS estimate fell from R3.55 to R3.07 per share. Net income forecast to grow 2.9% next year vs 8.0% growth forecast for Specialty Retail industry in South Africa. Consensus price target down from R36.00 to R32.00. Share price fell 4.0% to R27.15 over the past week.Price Target Changed • Sep 15Price target decreased to R32.00Down from R35.50, the current price target is an average from 2 analysts. New target price is 16% above last closing price of R27.60. Stock is down 20% over the past year. The company is forecast to post earnings per share of R3.55 for next year compared to R3.79 last year.Reported Earnings • Aug 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: R379 (up from R2.84 in FY 2021). Revenue: R46.2b (up 17% from FY 2021). Net income: R1.36b (up 33% from FY 2021). Profit margin: 2.9% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 7.3%, compared to a 6.5% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 186% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 27Full year 2021 earnings released: EPS R2.84 (vs R0.52 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R39.5b (up 14% from FY 2020). Net income: R1.02b (up R1.21b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 13Upcoming dividend of R0.47 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 25 October 2021. Trailing yield: 1.3%. Lower than top quartile of South African dividend payers (8.1%). Lower than average of industry peers (5.4%).Reported Earnings • Sep 01Full year 2021 earnings released: EPS R2.84 (vs R0.52 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R39.5b (up 14% from FY 2020). Net income: R1.02b (up R1.21b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 12Director Valentine Chitalu has joined 5th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Choppies Enterprises Limited (BSM:CHOPPIES). Chitalu now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 12Director Valentine Chitalu has joined 5th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Choppies Enterprises Limited (BSM:CHOPPIES). Chitalu now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 12Director Valentine Chitalu has joined 5th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Choppies Enterprises Limited (BSM:CHOPPIES). Chitalu now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Price Target Changed • Jul 18Price target increased to R33.50Up from R30.90, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of R32.10. Stock is up 77% over the past year.Price Target Changed • Mar 10Price target raised to R30.90Up from R26.90, the current price target is an average from 3 analysts. The new target price is 13% above the current share price of R27.41. As of last close, the stock is up 30% over the past year.Reported Earnings • Feb 26First half 2021 earnings released: EPS R1.60 (vs R1.42 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R20.0b (up 5.8% from 1H 2020). Net income: R576.0m (up 12% from 1H 2020). Profit margin: 2.9% (up from 2.7% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 22New 90-day high: R27.00The company is up 17% from its price of R23.15 on 24 November 2020. The South African market is also up 17% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Specialty Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R21.85 per share.Is New 90 Day High Low • Dec 08New 90-day high: R26.10The company is up 36% from its price of R19.24 on 09 September 2020. The South African market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R13.48 per share.공시 • Nov 20Super Group Limited Announces Changes to the Board CommitteesSuper Group Limited announced As announced on 17 November 2020, Ms Mariam Cassim will be resigning from the board on 30 November 2020. The resignation requires changes to the membership of the board committees. The membership of the committees with immediate effect is set out below: Audit Committee: David Cathrall (Chair)- independent non-executive director, Pitsi Mnisi - independent non-executive director, Valentine Chitalu - lead independent non-executive director. Risk Committee: David Cathrall (Chair) - independent non-executive director, Phillip Vallet - non-executive chairman, Pitsi Mnisi - independent non-executive director, Peter Mountford - Chief Executive Officer Colin Brown - Chief Financial Officer. Remuneration Committee: Valentine Chitalu (Chair) - lead independent non-executive director, Phillip Vallet - non-executive chairman David Cathrall - independent non-executive director. Social and Ethics Committee: Pitsi Mnisi (Chair) - independent non-executive director, Simphiwe Mehlomakulu - independent non-executive director, Peter Mountford Chief Executive Officer. Deal Committee: Phillip Vallet - (Chair) - non-executive chairman, Simphiwe Mehlomakulu - independent non-executive director, Peter Mountford - Chief Executive Officer and Colin Brown - Chief Financial Officer.공시 • Nov 18+ 1 more updateSuper Group Limited Announces Resignation of Independent Non-Executive Director, Mariam CassimSuper Group announced the resignation of Ms Mariam Cassim, due to increased executive commitments, from the board of Super Group Limited with effect 30 November 2020. Mariam has been a non-executive board member since 01 July 2015.Price Target Changed • Nov 14Price target raised to R24.74Up from R22.54, the current price target is an average from 4 analysts. The new target price is 15% above the current share price of R21.50. As of last close, the stock is down 25% over the past year.Is New 90 Day High Low • Nov 10New 90-day high: R22.17The company is up 21% from its price of R18.33 on 12 August 2020. The South African market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R12.83 per share.이익 및 매출 성장 예측JSE:SPG - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202851,0221,4661,0293,92036/30/202748,6041,3241,4693,60136/30/202645,8161,151183,307312/31/202545,992913-1,1402,165N/A9/30/202545,251858-9672,065N/A6/30/202544,510803-7931,964N/A3/31/202541,377819-1,0921,504N/A12/31/202440,718778-1,3901,044N/A9/30/202442,934806-2,65933N/A6/30/202445,149835-3,928-978N/A3/31/202451,5581,057-3,408-315N/A12/31/202357,9671,280-2,887349N/A9/30/202359,9971,452-1,4811,560N/A6/30/202362,0261,625-742,770N/A3/31/202358,7241,562132,626N/A12/31/202255,4221,500992,482N/A9/30/202251,3971,4314832,643N/A6/30/202247,3721,3618672,803N/A3/31/202244,2831,2478172,137N/A12/31/202141,1941,1327681,471N/A9/30/202140,3561,0777001,858N/A6/30/202139,5181,0226332,244N/A3/31/202137,5984487782,966N/A12/31/202035,678-1279233,687N/A9/30/202035,128-1578403,352N/A6/30/202034,578-1887573,017N/A3/31/202035,931498N/AN/AN/A12/31/201937,2841,183-872,363N/A9/30/201937,5731,245N/A2,129N/A6/30/201937,8621,308N/A1,894N/A3/31/201937,5001,277N/AN/AN/A12/31/201837,1381,247N/A2,467N/A9/30/201836,4001,199N/A2,476N/A6/30/201835,6631,152N/A2,485N/A3/31/201834,7041,094N/A2,236N/A12/31/201733,7451,037N/A1,988N/A9/30/201731,8101,015N/A2,131N/A6/30/201729,874993N/A2,273N/A3/31/201728,838994N/A2,199N/A12/31/201627,801995N/A2,126N/A9/30/201626,875991N/A2,019N/A6/30/201625,949986N/A1,913N/A3/31/201624,631949N/A1,785N/A12/31/201523,313911N/A1,657N/A9/30/201521,566859N/A1,574N/A6/30/201519,818807N/A1,491N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SPG 의 연간 예상 수익 증가율(14.1%)이 saving rate(9.8%)보다 높습니다.수익 vs 시장: SPG 의 연간 수익(14.1%)이 ZA 시장(15.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: SPG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SPG 의 수익(연간 4.7%)이 ZA 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SPG 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SPG의 자본 수익률은 3년 후 9.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 04:08종가2026/05/21 00:00수익2025/12/31연간 수익2025/06/30데이터 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 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 소스Super Group Limited는 12명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brent MadelAbsa Bank LimitedMichael JacksArqaam Capital Research Offshore S.A.L.Mpho MokotsoAvior Capital Markets9명의 분석가 더 보기
Price Target Changed • Apr 02Price target decreased by 8.4% to R28.57Down from R31.20, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of R27.22. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of R2.62 for next year compared to R0.13 last year.
Price Target Changed • Dec 24Price target decreased by 15% to R27.13Down from R32.03, the current price target is an average from 3 analysts. New target price is 8.6% below last closing price of R29.69. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.
Price Target Changed • Nov 01Price target decreased by 11% to R30.60Down from R34.28, the current price target is an average from 4 analysts. New target price is 40% above last closing price of R21.89. Stock is down 34% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.
Price Target Changed • Aug 31Price target decreased by 8.4% to R34.28Down from R37.42, the current price target is an average from 4 analysts. New target price is 24% above last closing price of R27.75. Stock is down 19% over the past year. The company is forecast to post earnings per share of R4.03 for next year compared to R4.73 last year.
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from R69.7b to R68.9b. EPS estimate also fell from R4.63 per share to R4.15 per share. Net income forecast to grow 24% next year vs 7.7% growth forecast for Specialty Retail industry in South Africa. Consensus price target down from R39.50 to R38.20. Share price rose 2.2% to R27.49 over the past week.
Major Estimate Revision • Sep 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from R69.3b to R70.8b. EPS estimate increased from R4.12 to R4.60 per share. Net income forecast to grow 9.1% next year vs 1.8% decline forecast for Specialty Retail industry in South Africa. Consensus price target broadly unchanged at R39.00. Share price fell 2.1% to R32.77 over the past week.
Reported Earnings • Feb 25First half 2026 earnings released: EPS: R1.58 (vs R1.25 in 1H 2025)First half 2026 results: EPS: R1.58 (up from R1.25 in 1H 2025). Revenue: R22.7b (up 7.0% from 1H 2025). Net income: R532.8m (up 26% from 1H 2025). Profit margin: 2.3% (up from 2.0% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 22% per year.
공시 • Jan 22+ 1 more updateSuper Group Limited to Report First Half, 2026 Results on Feb 24, 2026Super Group Limited announced that they will report first half, 2026 results on Feb 24, 2026
공시 • Nov 28Super Group Limited Announces Group Social and Ethics Committee AppointmentsSuper Group Limited announced at the AGM held on November 28, 2025, approved election of Ms Pitsi Mnisi, Mr. Simphiwe Mehlomakulu and Mr. Peter Mountford as Group Social and Ethics Committee.
Buy Or Sell Opportunity • Nov 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.2% to R16.41. The fair value is estimated to be R13.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 39%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Oct 17Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: R2.37 (down from R2.47 in FY 2024). Revenue: R44.5b (down 1.4% from FY 2024). Net income: R803.4m (down 3.7% from FY 2024). Profit margin: 1.8% (in line with FY 2024). Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 7.6%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Oct 15Super Group Limited, Annual General Meeting, Nov 28, 2025Super Group Limited, Annual General Meeting, Nov 28, 2025.
New Risk • Sep 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R3.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Sep 16Group CEO & Executive Director recently sold R1.4m worth of stockOn the 9th of September, Peter Mountford sold around 105k shares on-market at roughly R13.52 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Peter has been a net buyer over the last 12 months, purchasing a net total of R2.3m worth of shares.
Reported Earnings • Sep 10Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: R11.91 (up from R0.13 in FY 2024). Revenue: R44.5b (down 31% from FY 2024). Net income: R545.6m (up R502.2m from FY 2024). Profit margin: 1.2% (up from 0.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 7.6%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 53% to R14.31. The fair value is estimated to be R18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
공시 • Aug 29Super Group Limited to Report Fiscal Year 2025 Results on Sep 09, 2025Super Group Limited announced that they will report fiscal year 2025 results at 7:05 AM, South Africa Standard Time on Sep 09, 2025
Buy Or Sell Opportunity • Aug 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 53% to R14.37. The fair value is estimated to be R18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
공시 • Aug 05Mutares SE & Co. KGaA (XTRA:MUX) completed the acquisition of IN tIME Group from Super Group Limited (JSE:SPG).Mutares SE & Co. KGaA (XTRA:MUX) agreed to acquire IN tIME Group from Super Group Limited (JSE:SPG) on June 20, 2025. For the period ending December 31, 2024, IN tIME Group reported total revenue of €115 million. Mutares SE & Co. KGaA (XTRA:MUX) completed the acquisition of IN tIME Group from Super Group Limited (JSE:SPG) on August 4, 2025.
공시 • Jun 24PSG Asset Management (Pty) Ltd acquired an additional minority stake in Super Group Limited (JSE:SPG).PSG Asset Management (Pty) Ltd acquired an additional minority stake in Super Group Limited (JSE:SPG) on June 24, 2025. After completion, PSG Asset Management now holds 10.3% stake in Super Group. PSG Asset Management (Pty) Ltd completed the acquisition of an additional minority stake in Super Group Limited (JSE:SPG) on June 24, 2025.
Recent Insider Transactions • Jun 22Group CEO & Executive Director recently bought R7.9m worth of stockOn the 18th of June, Peter Mountford bought around 636k shares on-market at roughly R12.46 per share. This transaction increased Peter's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of R3.7m worth in shares.
공시 • Jun 20Mutares SE & Co. KGaA (XTRA:MUX) agreed to acquire IN tIME Group from Super Group Limited (JSE:SPG).Mutares SE & Co. KGaA (XTRA:MUX) agreed to acquire IN tIME Group from Super Group Limited (JSE:SPG) on June 20, 2025. For the period ending December 31, 2024, IN tIME Group reported total revenue of €115 million.
Buy Or Sell Opportunity • Jun 18Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 56% to R12.40. The fair value is estimated to be R16.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Jun 11Upcoming dividend of R16.30 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 23 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (8.0%). Lower than average of industry peers (3.4%).
Price Target Changed • Apr 02Price target decreased by 8.4% to R28.57Down from R31.20, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of R27.22. Stock is up 4.3% over the past year. The company is forecast to post earnings per share of R2.62 for next year compared to R0.13 last year.
Reported Earnings • Mar 18First half 2025 earnings released: EPS: R1.08 (vs R1.43 in 1H 2024)First half 2025 results: EPS: R1.08 (down from R1.43 in 1H 2024). Revenue: R23.7b (down 7.6% from 1H 2024). Net income: R366.9m (down 24% from 1H 2024). Profit margin: 1.5% (down from 1.9% in 1H 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Jan 23+ 1 more updateSuper Group Limited to Report First Half, 2025 Results on Mar 18, 2025Super Group Limited announced that they will report first half, 2025 results on Mar 18, 2025
분석 기사 • Dec 25Super Group Limited (JSE:SPG) Shares Fly 26% But Investors Aren't Buying For GrowthSuper Group Limited ( JSE:SPG ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Price Target Changed • Dec 24Price target decreased by 15% to R27.13Down from R32.03, the current price target is an average from 3 analysts. New target price is 8.6% below last closing price of R29.69. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.
Buy Or Sell Opportunity • Dec 05Now 24% undervaluedOver the last 90 days, the stock has risen 11% to R30.30. The fair value is estimated to be R39.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.
New Risk • Dec 03New 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 6.3% 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 Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin). Shareholders have been diluted in the past year (3.7% increase in shares outstanding). Significant insider selling over the past 3 months (R5.6m sold).
공시 • Nov 16Super Group Limited Appoints Dave Cathrall as Lead Independent Non-Executive DirectorSuper Group Limited advised of the following changes to the important functions of a director. Dave Cathrall, currently an independent non-executive director, Chairman of the Audit Committee and Risk Committee and a member of the Remuneration Committee, has been appointed as the Lead Independent Non-Executive Director with effect from 15 November 2024. The lead independent director performs specific duties primarily aimed at strengthening the chair of the board of directors in line with the recommendations contained in the King IV Report on Corporate Governance for South Africa 2016.
New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin). Shareholders have been diluted in the past year (3.7% increase in shares outstanding). Significant insider selling over the past 3 months (R5.6m sold).
Price Target Changed • Nov 01Price target decreased by 11% to R30.60Down from R34.28, the current price target is an average from 4 analysts. New target price is 40% above last closing price of R21.89. Stock is down 34% over the past year. The company is forecast to post earnings per share of R3.81 for next year compared to R0.13 last year.
분석 기사 • Oct 22There May Be Some Bright Spots In Super Group's (JSE:SPG) EarningsShareholders appeared unconcerned with Super Group Limited's ( JSE:SPG ) lackluster earnings report last week. Our...
Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: R0.13 (down from R4.81 in FY 2023). Revenue: R64.9b (up 4.6% from FY 2023). Net income: R43.5m (down 97% from FY 2023). Profit margin: 0.1% (down from 2.6% in FY 2023). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in South Africa. 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 11% per year.
공시 • Oct 16Super Group Limited, Annual General Meeting, Nov 29, 2024Super Group Limited, Annual General Meeting, Nov 29, 2024.
Recent Insider Transactions • Sep 26Group CEO & Executive Director recently sold R3.2m worth of stockOn the 18th of September, Peter Mountford sold around 131k shares on-market at roughly R24.25 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 25Upcoming dividend of R0.60 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.5%. Lower than top quartile of South African dividend payers (7.4%). Lower than average of industry peers (3.1%).
분석 기사 • Sep 17Super Group (JSE:SPG) Will Be Hoping To Turn Its Returns On Capital AroundFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Sep 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin).
공시 • Sep 11Super Group Limited Announces A Final Gross Dividend for the Year Ended 30 June 2024, Payable on 7 October 2024Super Group Limited announced a final gross dividend of 60 cents (2023: 80 cents) per share has been declared out of income reserves in respect of the ordinary shares of no-par value for the year ended 30 June 2024. Shares trade ex-dividend is 2 October 2024. Record date is 4 October 2024. Payment date is 7 October 2024.
Price Target Changed • Aug 31Price target decreased by 8.4% to R34.28Down from R37.42, the current price target is an average from 4 analysts. New target price is 24% above last closing price of R27.75. Stock is down 19% over the past year. The company is forecast to post earnings per share of R4.03 for next year compared to R4.73 last year.
분석 기사 • Aug 13Super Group Limited's (JSE:SPG) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 5.9x Super Group Limited ( JSE:SPG ) may be sending bullish signals at the...
공시 • Aug 12Super Group Limited to Report Fiscal Year 2024 Results on Sep 11, 2024Super Group Limited announced that they will report fiscal year 2024 results at 7:05 AM, South Africa Standard Time on Sep 11, 2024
Buy Or Sell Opportunity • Jul 02Now 27% undervaluedOver the last 90 days, the stock has risen 15% to R29.29. The fair value is estimated to be R40.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Buy Or Sell Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock has risen 11% to R28.87. The fair value is estimated to be R36.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Major Estimate Revision • Mar 06Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from R69.7b to R68.9b. EPS estimate also fell from R4.63 per share to R4.15 per share. Net income forecast to grow 24% next year vs 7.7% growth forecast for Specialty Retail industry in South Africa. Consensus price target down from R39.50 to R38.20. Share price rose 2.2% to R27.49 over the past week.
Reported Earnings • Feb 29First half 2024 earnings released: EPS: R2.06 (vs R2.42 in 1H 2023)First half 2024 results: EPS: R2.06 (down from R2.42 in 1H 2023). Revenue: R33.2b (up 12% from 1H 2023). Net income: R692.8m (down 16% from 1H 2023). Profit margin: 2.1% (down from 2.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Feb 21Super Group Limited to Report First Half, 2024 Results on Feb 27, 2024Super Group Limited announced that they will report first half, 2024 results on Feb 27, 2024
Buy Or Sell Opportunity • Feb 20Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to R25.34. The fair value is estimated to be R33.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
공시 • Nov 29Super Group Limited Announces Change in CommitteeAnnual General Meeting of Super Group shareholders held on 28 November 2023 approved Election of the Group Audit Committee: Mr. David Cathrall, Mr. Jack Phalane, Ms Pitsi Mnisi. Election of the Group Social an Ethics Committee: Ms Pitsi Mnisi, Mr. Simphiwe Mehlomakulu, Mr. Peter Mountford.
Recent Insider Transactions Derivative • Nov 10Group CEO & Executive Director exercised options to buy R4.1m worth of stock.On the 3rd of November, Peter Mountford exercised 398.60k options at around R33.19, then sold 279.62k of them at R33.30 each and kept the remainder. Since March 2023, Peter's direct individual holding has increased from 31.03k shares to 200.00k. Company insiders have collectively bought R4.2m more than they sold, via options and on-market transactions, in the last 12 months.
공시 • Nov 01Super Group Limited, Annual General Meeting, Nov 28, 2023Super Group Limited, Annual General Meeting, Nov 28, 2023, at 09:00 South Africa Standard Time.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Jack Phalane was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: R4.73 (up from R3.79 in FY 2022). Revenue: R61.9b (up 31% from FY 2022). Net income: R1.60b (up 17% from FY 2022). Profit margin: 2.6% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 11Upcoming dividend of R0.80 per share at 2.4% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 23 October 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (4.9%).
Major Estimate Revision • Sep 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from R69.3b to R70.8b. EPS estimate increased from R4.12 to R4.60 per share. Net income forecast to grow 9.1% next year vs 1.8% decline forecast for Specialty Retail industry in South Africa. Consensus price target broadly unchanged at R39.00. Share price fell 2.1% to R32.77 over the past week.
Major Estimate Revision • Sep 15Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from R64.5b to R69.3b. EPS estimate fell from R4.74 to R4.12 per share. Net income forecast to grow 14% next year vs 1.8% decline forecast for Specialty Retail industry in South Africa. Consensus price target of R38.33 unchanged from last update. Share price was steady at R33.17 over the past week.
Price Target Changed • Aug 31Price target decreased by 7.6% to R38.33Down from R41.50, the current price target is an average from 3 analysts. New target price is 13% above last closing price of R34.07. Stock is up 21% over the past year. The company is forecast to post earnings per share of R4.74 for next year compared to R4.73 last year.
Reported Earnings • Aug 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: R4.73 (up from R3.79 in FY 2022). Revenue: R61.9b (up 31% from FY 2022). Net income: R1.60b (up 17% from FY 2022). Profit margin: 2.6% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Aug 29Super Group Limited Announces a Final Gross Dividend for the Year Ended 30 June 2023, Payable on 23 October 2023Super Group Limited announced a final gross dividend of 80 cents (2022: 63 cents) per share has been declared out of income reserves in respect of the ordinary shares of no-par value for the year ended 30 June 2023. Dividend payable on 23 October 2023 and record date of 20 October 2023.
Price Target Changed • Aug 20Price target decreased by 7.6% to R38.33Down from R41.50, the current price target is an average from 3 analysts. New target price is 12% above last closing price of R34.29. Stock is up 22% over the past year. The company is forecast to post earnings per share of R4.38 for next year compared to R3.79 last year.
공시 • Jul 29Super Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Super Group Limited announced that they will report fiscal year 2023 results at 7:05 AM, South Africa Standard Time on Aug 29, 2023
공시 • Jul 28Super Group Limited Provides Earnings Guidance for the Twelve Months Ended 30 June 2023Super Group Limited provided earnings guidance for the twelve months ended 30 June 2023. For the year, the company expects Earnings per share to be 454.2 cents per share to 480.7 cents per share and Headline earnings per share 456.8 cents per share to 483.5 cents per share.
Recent Insider Transactions • Mar 27Group CEO & Executive Director recently bought R68k worth of stockOn the 20th of March, Peter Mountford bought around 2k shares on-market at roughly R31.00 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Peter has been a net seller over the last 12 months, reducing personal holdings by R1.6m.
Recent Insider Transactions Derivative • Mar 06Group CEO & Executive Director exercised options and sold R559k worth of stockOn the 28th of February, Peter Mountford exercised options to acquire 104k shares at no cost and sold these for an average price of R5.39 per share. This trade did not impact their existing holding. For the year to June 2016, Peter's total compensation was 38% salary and 62% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2022, Peter's direct individual holding has increased from 74.62k shares to 79.41k. Company insiders have collectively sold R394k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Feb 28Price target increased by 12% to R37.50Up from R33.50, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of R34.59. Stock is up 7.3% over the past year. The company is forecast to post earnings per share of R4.01 for next year compared to R3.79 last year.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: R2.50 (vs R1.90 in 1H 2022)First half 2023 results: EPS: R2.50 (up from R1.90 in 1H 2022). Revenue: R29.1b (up 35% from 1H 2022). Net income: R852.6m (up 24% from 1H 2022). Profit margin: 2.9% (down from 3.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R32.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in South Africa. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R32.16 per share.
공시 • Feb 03Super Group Limited to Report First Half, 2023 Results on Feb 21, 2023Super Group Limited announced that they will report first half, 2023 results on Feb 21, 2023
Buying Opportunity • Jan 30Now 22% undervaluedOver the last 90 days, the stock is up 5.8%. The fair value is estimated to be R35.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.
Upcoming Dividend • Oct 12Upcoming dividend of R0.63 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 24 October 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (4.4%).
Major Estimate Revision • Sep 16Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from R49.6b to R50.5b. EPS estimate fell from R3.55 to R3.07 per share. Net income forecast to grow 2.9% next year vs 8.0% growth forecast for Specialty Retail industry in South Africa. Consensus price target down from R36.00 to R32.00. Share price fell 4.0% to R27.15 over the past week.
Price Target Changed • Sep 15Price target decreased to R32.00Down from R35.50, the current price target is an average from 2 analysts. New target price is 16% above last closing price of R27.60. Stock is down 20% over the past year. The company is forecast to post earnings per share of R3.55 for next year compared to R3.79 last year.
Reported Earnings • Aug 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: R379 (up from R2.84 in FY 2021). Revenue: R46.2b (up 17% from FY 2021). Net income: R1.36b (up 33% from FY 2021). Profit margin: 2.9% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 7.3%, compared to a 6.5% growth forecast for the Specialty Retail industry in South Africa. Over the last 3 years on average, earnings per share has increased by 186% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 27Full year 2021 earnings released: EPS R2.84 (vs R0.52 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R39.5b (up 14% from FY 2020). Net income: R1.02b (up R1.21b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 13Upcoming dividend of R0.47 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 25 October 2021. Trailing yield: 1.3%. Lower than top quartile of South African dividend payers (8.1%). Lower than average of industry peers (5.4%).
Reported Earnings • Sep 01Full year 2021 earnings released: EPS R2.84 (vs R0.52 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R39.5b (up 14% from FY 2020). Net income: R1.02b (up R1.21b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Valentine Chitalu has joined 6th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Arc Minerals Limited (AIM:ARCM). Chitalu now sits on a total of 6 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 12Director Valentine Chitalu has joined 5th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Choppies Enterprises Limited (BSM:CHOPPIES). Chitalu now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 12Director Valentine Chitalu has joined 5th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Choppies Enterprises Limited (BSM:CHOPPIES). Chitalu now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 12Director Valentine Chitalu has joined 5th company boardLead Independent Non-Executive Director Valentine Chitalu has been appointed to the board of Choppies Enterprises Limited (BSM:CHOPPIES). Chitalu now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Price Target Changed • Jul 18Price target increased to R33.50Up from R30.90, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of R32.10. Stock is up 77% over the past year.
Price Target Changed • Mar 10Price target raised to R30.90Up from R26.90, the current price target is an average from 3 analysts. The new target price is 13% above the current share price of R27.41. As of last close, the stock is up 30% over the past year.
Reported Earnings • Feb 26First half 2021 earnings released: EPS R1.60 (vs R1.42 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R20.0b (up 5.8% from 1H 2020). Net income: R576.0m (up 12% from 1H 2020). Profit margin: 2.9% (up from 2.7% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 22New 90-day high: R27.00The company is up 17% from its price of R23.15 on 24 November 2020. The South African market is also up 17% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Specialty Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R21.85 per share.
Is New 90 Day High Low • Dec 08New 90-day high: R26.10The company is up 36% from its price of R19.24 on 09 September 2020. The South African market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R13.48 per share.
공시 • Nov 20Super Group Limited Announces Changes to the Board CommitteesSuper Group Limited announced As announced on 17 November 2020, Ms Mariam Cassim will be resigning from the board on 30 November 2020. The resignation requires changes to the membership of the board committees. The membership of the committees with immediate effect is set out below: Audit Committee: David Cathrall (Chair)- independent non-executive director, Pitsi Mnisi - independent non-executive director, Valentine Chitalu - lead independent non-executive director. Risk Committee: David Cathrall (Chair) - independent non-executive director, Phillip Vallet - non-executive chairman, Pitsi Mnisi - independent non-executive director, Peter Mountford - Chief Executive Officer Colin Brown - Chief Financial Officer. Remuneration Committee: Valentine Chitalu (Chair) - lead independent non-executive director, Phillip Vallet - non-executive chairman David Cathrall - independent non-executive director. Social and Ethics Committee: Pitsi Mnisi (Chair) - independent non-executive director, Simphiwe Mehlomakulu - independent non-executive director, Peter Mountford Chief Executive Officer. Deal Committee: Phillip Vallet - (Chair) - non-executive chairman, Simphiwe Mehlomakulu - independent non-executive director, Peter Mountford - Chief Executive Officer and Colin Brown - Chief Financial Officer.
공시 • Nov 18+ 1 more updateSuper Group Limited Announces Resignation of Independent Non-Executive Director, Mariam CassimSuper Group announced the resignation of Ms Mariam Cassim, due to increased executive commitments, from the board of Super Group Limited with effect 30 November 2020. Mariam has been a non-executive board member since 01 July 2015.
Price Target Changed • Nov 14Price target raised to R24.74Up from R22.54, the current price target is an average from 4 analysts. The new target price is 15% above the current share price of R21.50. As of last close, the stock is down 25% over the past year.
Is New 90 Day High Low • Nov 10New 90-day high: R22.17The company is up 21% from its price of R18.33 on 12 August 2020. The South African market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R12.83 per share.