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The Foschini Group LimitedJSE:TFG Voorraadrapport

Marktkapitalisatie R19.2b
Prijs aandeel
n/a
1Y-54.3%
7D-0.5%
1D-1.8%
Portefeuillewaarde
​
Bekijk

The Foschini Group Limited

JSE:TFG Voorraadrapport

Marktkapitalisatie: R19.2b

Foschini Group (TFG) Aandelenoverzicht

De Foschini Group Limited heeft samen met haar dochterondernemingen winkels in Zuid-Afrika en daarbuiten. Meer informatie

Beloningen

De winst zal naar verwachting met 21.85% per jaar groeien

Risicoanalyse

Onstabiel dividend track record

Grote eenmalige posten die de financiële resultaten beïnvloeden

Winstmarges (2.1%) zijn lager dan vorig jaar (5.5%)


TFG Community Fair Values

Create Narrative

See what 29 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

View all narratives

The Foschini Group Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Foschini Group
Historische aandelenkoersen
Huidige aandelenkoersR60.85
52 Week HoogtepuntR135.13
52 Week LaagR52.38
Bèta0.34
1 maand verandering2.08%
3 maanden verandering-15.03%
1 Jaar Verandering-54.32%
3 jaar verandering-38.67%
5 jaar verandering-61.60%
Verandering sinds IPO5,870.38%

Recent nieuws en updates

Narratiefupdate • Jun 29

TFG: Dividend Guidance And Compressed P/E Will Support Future Upside Potential

Analysts have reduced their ZAR fair value estimate for Foschini Group from about ZAR168 to about ZAR97, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the lower price target. What's in the News Foschini Group issued earnings guidance for the year ended 31 March 2026, indicating that earnings per share are expected to be in the range of 343.2 cents to 441.3 cents, with management signalling a decline of 65% to 55% compared with the prior period.

Recent updates

Narratiefupdate • Jun 29

TFG: Dividend Guidance And Compressed P/E Will Support Future Upside Potential

Analysts have reduced their ZAR fair value estimate for Foschini Group from about ZAR168 to about ZAR97, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the lower price target. What's in the News Foschini Group issued earnings guidance for the year ended 31 March 2026, indicating that earnings per share are expected to be in the range of 343.2 cents to 441.3 cents, with management signalling a decline of 65% to 55% compared with the prior period.
Narratiefupdate • Jun 15

TFG: Dividend And Earnings Reset Will Still Support Future Upside Potential

Analysts have trimmed their ZAR price target for Foschini Group by ZAR4.00 to ZAR77.46. This reflects updated views on slightly softer revenue growth, a marginally lower profit margin profile and a reduced forward P/E assumption.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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
Nieuw narratief • 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.
Analyseartikel • 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...
Analyseartikel • 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...

Rendement voor aandeelhouders

TFGZA Specialty RetailZA Markt
7D-0.5%0.9%0.9%
1Y-54.3%-20.6%12.7%

Rendement versus industrie: TFG presteerde slechter dan de ZA Specialty Retail -sector, die het afgelopen jaar een rendement van -20.6 % opleverde.

Rendement versus markt: TFG presteerde slechter dan ZA Market, dat het afgelopen jaar een rendement van 12.7 % opleverde.

Prijsvolatiliteit

Is TFG's price volatile compared to industry and market?
TFG volatility
TFG Average Weekly Movement6.4%
Specialty Retail Industry Average Movement4.2%
Market Average Movement4.6%
10% most volatile stocks in ZA Market9.4%
10% least volatile stocks in ZA Market2.8%

Stabiele aandelenkoers: TFG heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de ZA markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van TFG is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1924n/aAnthony Thunströmwww.tfglimited.co.za

The Foschini Group Limited exploiteert samen met haar dochterondernemingen winkels in Zuid-Afrika en daarbuiten. Het bedrijf is actief via de segmenten TFG Africa, TFG London en TFG Australia. Het biedt kleding, sieraden, cosmetica, mobiele telefoons en accessoires.

The Foschini Group Limited Samenvatting

Hoe verhouden de winst en inkomsten van Foschini Group zich tot de beurswaarde?
TFG fundamentele statistieken
MarktkapitalisatieR19.19b
Inkomsten(TTM)R1.32b
Inkomsten(TTM)R62.42b
14.6x
Koers/Winstverhouding
0.3x
P/S-verhouding

Is TFG overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
TFG resultatenrekening (TTM)
InkomstenR62.42b
Kosten van inkomstenR32.37b
BrutowinstR30.06b
Overige uitgavenR28.74b
InkomstenR1.32b

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

Nov 06, 2026

Winst per aandeel (EPS)4.17
Brutomarge48.15%
Nettowinstmarge2.11%
Schuld/Eigen Vermogen Verhouding44.5%

Hoe presteerde TFG op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

4.4%
Huidig dividendrendement
66%
Uitbetalingsratio

Betaalt TFG een betrouwbaar dividend?

Zie TFG dividendgeschiedenis en benchmarks
Wanneer moet je TFG kopen om een aanstaand dividend te ontvangen?
Foschini Group dividenddata
Ex Dividend DatumJul 15 2026
Betaaldatum dividendJul 20 2026
Dagen tot Ex-dividend7 days
Dagen tot dividendbetaaldatum12 days

Betaalt TFG een betrouwbaar dividend?

Zie TFG dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/08 01:51
Aandelenkoers aan het einde van de dag2026/07/07 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The Foschini Group Limited wordt gevolgd door 17 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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