Foschini Group 향후 성장
Future 기준 점검 2/6
Foschini Group (는) 각각 연간 17.5% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 2.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.9% 로 예상됩니다.
핵심 정보
17.5%
이익 성장률
2.29%
EPS 성장률
| Specialty Retail 이익 성장 | 11.2% |
| 매출 성장률 | 5.2% |
| 향후 자기자본이익률 | 11.86% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 15
TFG: Softer Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.내러티브 업데이트 • Apr 27
TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential
Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.내러티브 업데이트 • Apr 11
TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential
Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).내러티브 업데이트 • Mar 28
TFG: Impairment-Driven EPS Reset Will Still Support Future Upside
Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.내러티브 업데이트 • Mar 13
TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside
Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).내러티브 업데이트 • Feb 26
TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside
The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).내러티브 업데이트 • Feb 10
TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside
Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.내러티브 업데이트 • Jan 26
TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound
Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.내러티브 업데이트 • Jan 12
TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery
Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.내러티브 업데이트 • Dec 17
TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade
Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.내러티브 업데이트 • Dec 03
TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk
Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.내러티브 업데이트 • Nov 19
TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures
Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.내러티브 업데이트 • Nov 04
TFG: Earnings Per Share Are Expected To Rebound In The Coming Year
Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.내러티브 업데이트 • Oct 21
Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease
Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
새로운 내러티브 • Dec 30
White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge
Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.분석 기사 • Apr 13
The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up
The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...분석 기사 • Mar 29
Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?
While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 78,773 | 5,399 | N/A | N/A | 1 |
| 3/31/2028 | 68,885 | 3,666 | 3,747 | N/A | 6 |
| 3/31/2027 | 65,330 | 3,082 | 3,708 | N/A | 7 |
| 3/31/2026 | 62,715 | 2,162 | 1,996 | N/A | 7 |
| 9/30/2025 | 61,548 | 2,935 | 5,367 | 7,444 | N/A |
| 6/30/2025 | 59,910 | 3,062 | 5,249 | 7,189 | N/A |
| 3/31/2025 | 58,271 | 3,189 | 5,131 | 6,934 | N/A |
| 12/31/2024 | 56,978 | 3,083 | 5,436 | 7,253 | N/A |
| 9/30/2024 | 55,685 | 2,977 | 5,741 | 7,572 | N/A |
| 6/30/2024 | 55,953 | 3,004 | 6,717 | 8,635 | N/A |
| 3/31/2024 | 56,221 | 3,031 | 7,693 | 9,698 | N/A |
| 12/31/2023 | 55,458 | 2,910 | 6,048 | 8,570 | N/A |
| 9/30/2023 | 54,695 | 2,790 | 4,403 | 7,441 | N/A |
| 6/30/2023 | 53,236 | 2,908 | 3,077 | 6,096 | N/A |
| 3/31/2023 | 51,778 | 3,026 | 1,751 | 4,751 | N/A |
| 12/31/2022 | 49,810 | 3,196 | 1,761 | 4,132 | N/A |
| 9/30/2022 | 47,843 | 3,366 | 1,772 | 3,514 | N/A |
| 6/30/2022 | 45,607 | 3,138 | 3,283 | 4,941 | N/A |
| 3/31/2022 | 43,370 | 2,910 | 4,794 | 6,368 | N/A |
| 12/31/2021 | 41,406 | 831 | 5,329 | 6,715 | N/A |
| 9/30/2021 | 39,442 | -1,247 | 5,864 | 7,061 | N/A |
| 6/30/2021 | 36,196 | -1,554 | 6,710 | 7,623 | N/A |
| 3/31/2021 | 32,950 | -1,862 | 7,555 | 8,184 | N/A |
| 12/31/2020 | 31,924 | -117 | 7,102 | 7,817 | N/A |
| 9/30/2020 | 30,898 | 1,627 | 6,648 | 7,450 | N/A |
| 6/30/2020 | 33,111 | 2,036 | 5,661 | 6,622 | N/A |
| 3/31/2020 | 35,323 | 2,444 | 4,674 | 5,793 | N/A |
| 12/31/2019 | 35,233 | 2,574 | 4,753 | 5,810 | N/A |
| 9/30/2019 | 35,144 | 2,704 | 4,832 | 5,827 | N/A |
| 6/30/2019 | 34,622 | 2,672 | N/A | 5,785 | N/A |
| 3/31/2019 | 34,101 | 2,640 | N/A | 5,743 | N/A |
| 12/31/2018 | 33,078 | 2,610 | N/A | 4,044 | N/A |
| 9/30/2018 | 32,055 | 2,570 | N/A | 3,744 | N/A |
| 6/30/2018 | 30,287 | 2,488 | N/A | 3,114 | N/A |
| 3/31/2018 | 28,520 | 2,407 | N/A | 2,483 | N/A |
| 12/31/2017 | 26,515 | 2,361 | N/A | 2,598 | N/A |
| 9/30/2017 | 24,511 | 2,315 | N/A | 2,714 | N/A |
| 6/30/2017 | 24,030 | 2,333 | N/A | 2,618 | N/A |
| 3/31/2017 | 23,549 | 2,351 | N/A | 2,522 | N/A |
| 12/31/2016 | 23,155 | 2,289 | N/A | 2,437 | N/A |
| 9/30/2016 | 22,762 | 2,226 | N/A | 2,352 | N/A |
| 6/30/2016 | 21,935 | 2,191 | N/A | 2,070 | N/A |
| 3/31/2016 | 21,108 | 2,156 | N/A | 1,789 | N/A |
| 12/31/2015 | 19,825 | 1,922 | N/A | 1,275 | N/A |
| 9/30/2015 | 18,542 | 1,688 | N/A | 761 | N/A |
| 6/30/2015 | 17,314 | 1,593 | N/A | 923 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TFG 의 연간 예상 수익 증가율(17.5%)이 saving rate(9.8%)보다 높습니다.
수익 vs 시장: TFG 의 연간 수익(17.5%)이 ZA 시장(15.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: TFG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: TFG 의 수익(연간 5.2%)이 ZA 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TFG 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TFG의 자본 수익률은 3년 후 11.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 05:14 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2025/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
The Foschini Group Limited는 18명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Atiyyah Vawda | Avior Capital Markets |