The Foschini Group Limited

JSE:TFG Voorraadrapport

Marktkapitalisatie: R18.2b

Foschini Group Inkomsten in het verleden

Verleden criteriumcontroles 1/6

Foschini Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 22.7%, terwijl de Specialty Retail-industrie de winst zag groeien met 4.7% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 10.5%. Het rendement op eigen vermogen van Foschini Group is 5.3%, en het heeft een nettomarge van 2.1%.

Belangrijke informatie

22.68%

Groei van de winst

22.73%

Groei van de winst per aandeel

Specialty Retail Groei van de industrie11.09%
Inkomstengroei10.50%
Rendement op eigen vermogen5.28%
Nettomarge2.11%
Volgende winstupdate06 Nov 2026

Recente prestatie-updates uit het verleden

Analyse-artikel 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

Narratiefupdate Jul 13

TFG: Earnings Guidance And Margin Pressure Will Drive A Weaker Outlook

Analysts have reduced their fair value estimate for Foschini Group from ZAR92.50 to ZAR54.00, citing updated assumptions that include a lower projected P/E multiple, softer revenue growth expectations, and a more modest profit margin outlook. What's in the News Foschini Group issued earnings guidance for the financial year ended 31 March 2026, indicating that earnings per share are expected in a range of 343.2 cents to 441.3 cents, which would represent a decline of 65% to 55% compared with the prior period (source: company guidance).
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.
Analyse-artikel 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.
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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.
Analyse-artikel 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...
Analyse-artikel 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...

Opbrengsten en kosten

Hoe Foschini Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

JSE:TFG Opbrengsten, kosten en inkomsten (ZAR Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 2662,4231,31629,6950
31 Dec 2561,9862,12629,1690
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

Kwaliteitswinsten: TFG heeft een grote eenmalige verlies van ZAR1.1B wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st March, 2026.

Groeiende winstmarge: De huidige netto winstmarges (2.1%) TFG } zijn lager dan vorig jaar (5.5%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: TFG is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 22.7% per jaar laten groeien.

Versnelling van de groei: De winstgroei TFG is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: TFG had het afgelopen jaar een negatieve winstgroei ( -58.7% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Specialty Retail ( 5.2% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 5.3% ) van TFG wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/18 04:57
Aandelenkoers aan het einde van de dag2026/07/17 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 analysamodel 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