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Libstar Holdings Limited Stock Price

JSE:LBR Community·R2.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

LBR Share Price Performance

R4.59
0.49 (11.95%)
R3.98
Fair Value
R4.59
0.49 (11.95%)
15.5% overvalued intrinsic discount
R3.98
Fair Value
Price R4.59
AnalystConsensusTarget R3.98
AnalystLowTarget R3.25
AnalystHighTarget R4.70

LBR Community Narratives

AnalystConsensusTarget·
Fair Value R3.98 15.5% overvalued intrinsic discount

Ambient Products And Cape Herb & Spice Integration Will Succeed

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AnalystLowTarget·
Fair Value R3.25 41.2% overvalued intrinsic discount

Export Tariffs And Capacity Constraints Will Pressure Margins And Concentrate Earnings Risk

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AnalystHighTarget·
Fair Value R4.7 2.3% undervalued intrinsic discount

Category Simplification And International Expansion Will Support A Stronger Long Term Outlook

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R3.25
41.2% overvalued intrinsic discount
Revenue
6.93% p.a.
Profit Margin
4.95%
Future PE
4.19x
Price in 2029
R5.17

Trending Discussion

Updated Narratives

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Category Simplification And International Expansion Will Support A Stronger Long Term Outlook

Fair Value: R4.7 2.3% undervalued intrinsic discount
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LBR: Fine Tuning Of Assumptions Will Likely Confirm Overvaluation

Fair Value: R3.98 15.5% overvalued intrinsic discount
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Export Tariffs And Capacity Constraints Will Pressure Margins And Concentrate Earnings Risk

Fair Value: R3.25 41.2% overvalued intrinsic discount
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Snowflake Analysis

Undervalued with excellent balance sheet.

1 Risk
3 Rewards

Libstar Holdings Limited Key Details

R12.1b

Revenue

R9.5b

Cost of Revenue

R2.6b

Gross Profit

R2.9b

Other Expenses

-R269.3m

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Mar 17, 2026
-0.52
21.41%
-2.22%
30.9%
View Full Analysis

About LBR

Founded
2005
Employees
n/a
CEO
Charl de Villiers
WebsiteView website
www.libstar.co.za

Libstar Holdings Limited, together with its subsidiaries, manufactures, distributes, and markets branded and private label consumer packaged goods in South Africa and internationally. It operates through three segments: Perishable Products, Ambient Products, and Household and Personal Care Products. The company offers refrigerated or frozen products, including dairy, convenience meals, value-added meats, and fresh mushrooms; wet and dry condiments, meal ingredients, baking, and snacking and spreads; and household cleaning products, as well as personal care products. It also provides baby food products; and beverages. The company sells its products under the Lancewood, Millennium Foods, Finlar Fine Foods, Denny Mushrooms, Umatie, Rialto, Cape Herb & Spice, Khoisan Gourmet, Cape Foods, Montagu Foods, Cecil Vinegar, Dickon Hall Foods, Cape Coastal Honey, Chamonix, Amaro Foods, Cani, Ambassador Foods, Contactim, and retailer brands to retail and wholesale, food service, industrial contract manufacturing, and export channels. Libstar Holdings Limited was founded in 2005 and is headquartered in Plattekloof, South Africa.

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