The Foschini Group Limited

JSE:TFG 주식 리포트

시가총액: R20.0b

Foschini Group 과거 순이익 실적

과거 기준 점검 1/6

Foschini Group은 연평균 22.7%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 5.9% 증가했습니다. 매출은 연평균 10.5%의 비율로 증가했습니다. Foschini Group의 자기자본이익률은 5.3%이고 순이익률은 2.1%입니다.

핵심 정보

22.68%

순이익 성장률

22.73%

주당순이익(EPS) 성장률

Specialty Retail 산업 성장률11.09%
매출 성장률10.50%
자기자본이익률5.28%
순이익률2.11%
다음 순이익 업데이트06 Nov 2026

최근 과거 실적 업데이트

분석 기사 Jun 12

There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings

The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...

Recent updates

분석 기사 Jun 12

There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings

The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
내러티브 업데이트 Jun 01

TFG: Lower Earnings Guidance Will Still Support Future Upside Potential

Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.
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.
User avatar
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...

매출 및 비용 세부 내역

Foschini Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

JSE:TFG 매출, 비용 및 순이익 (ZAR Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2662,4231,31629,7690
31 Dec 2561,9852,12529,2060
30 Sep 2561,5482,93528,6430
30 Jun 2559,9103,06227,6590
31 Mar 2558,2713,18926,6740
31 Dec 2456,9783,08326,0520
30 Sep 2455,6852,97725,4300
30 Jun 2455,9533,00425,1430
31 Mar 2456,2213,03124,8550
31 Dec 2355,4582,91024,3830
30 Sep 2354,6952,79023,9110
30 Jun 2353,2362,90823,3360
31 Mar 2351,7783,02622,7610
31 Dec 2249,8103,19621,7360
30 Sep 2247,8433,36620,7110
30 Jun 2245,6073,13819,8000
31 Mar 2243,3702,91018,8900
31 Dec 2141,40683118,8010
30 Sep 2139,442-1,24718,7130
30 Jun 2136,196-1,55417,8030
31 Mar 2132,950-1,86216,8930
31 Dec 2031,924-11716,2100
30 Sep 2030,8981,62715,5270
30 Jun 2033,1112,03616,1870
31 Mar 2035,3232,44416,8470
31 Dec 1935,2332,57416,8150
30 Sep 1935,1442,70416,7820
30 Jun 1934,6222,67216,5640
31 Mar 1934,1012,64016,3460
31 Dec 1833,0782,61018,5020
30 Sep 1832,0552,57017,6670
30 Jun 1830,2872,48815,7230
31 Mar 1828,5202,40713,7790
31 Dec 1726,5152,36110,6540
30 Sep 1724,5112,3157,5290
30 Jun 1724,0302,3337,2630
31 Mar 1723,5492,3516,9980
31 Dec 1623,1552,2896,8540
30 Sep 1622,7622,2266,7090
30 Jun 1621,9352,1916,4560
31 Mar 1621,1082,1566,2020
31 Dec 1519,8251,9225,8970
30 Sep 1518,5421,6885,5930
30 Jun 1517,3141,5935,2630

양질의 수익: TFG는 ZAR1.0B 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: TFG의 현재 순 이익률 (2.1%)은 지난해 (5.5%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TFG는 지난 5년 동안 흑자전환하며 연평균 22.7%의 수익 성장을 기록했습니다.

성장 가속화: TFG은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: TFG은 지난 1년 동안 수익이 감소(-58.7%)하여 Specialty Retail 업계 평균(9%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TFG의 자본 수익률(5.3%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/14 12:02
종가2026/06/12 00:00
수익2026/03/31
연간 수익2026/03/31

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.

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

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

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 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

The Foschini Group Limited는 17명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Atiyyah VawdaAvior Capital Markets