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DFI Retail Group Holdings Limited Stock Price

SGX:D01 Community·US$4.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

D01 Share Price Performance

US$3.60
0.44 (13.92%)
US$5.11
Fair Value
US$3.60
0.44 (13.92%)
29.6% undervalued intrinsic discount
US$5.11
Fair Value
Price US$3.60
AnalystConsensusTarget US$5.11
AnalystHighTarget US$5.70
AnalystLowTarget US$4.36

D01 Community Narratives

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Fair Value US$5.11 29.6% undervalued intrinsic discount

Digital Ecosystem Integration Will Expand Asia Retailing

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7users have followed this narrative
·
Fair Value US$5.7 36.8% undervalued intrinsic discount

Digitalization And Urbanization Will Redefine Asian Retail Markets

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2users have followed this narrative
·
Fair Value US$4.36 17.4% undervalued intrinsic discount

Digital Competition Will Erode Brick-And-Mortar Margins

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1users have followed this narrative
US$4.36
17.4% undervalued intrinsic discount
Revenue
-1.4% p.a.
Profit Margin
3.88%
Future PE
22.25x
Price in 2029
US$5.35
US$5.7
36.8% undervalued intrinsic discount
Revenue
3.16% p.a.
Profit Margin
4.14%
Future PE
23.8x
Price in 2029
US$6.99
US$5.11
29.6% undervalued intrinsic discount
Revenue
0.39% p.a.
Profit Margin
3.89%
Future PE
24.74x
Price in 2029
US$6.3

Trending Discussion

No trending discussion available.

Updated Narratives

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D01: Higher Future P/E And Dividend Outlook Will Likely Support Upside

Fair Value: US$4.36 17.4% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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D01: Higher Final Dividend Guidance Will Support Future Share Re Rating

Fair Value: US$5.7 36.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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D01: Higher Future P/E Assumptions Will Support Stronger Share Performance

Fair Value: US$5.11 29.6% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with adequate balance sheet.

1 Risk
4 Rewards

DFI Retail Group Holdings Limited Key Details

US$8.9b

Revenue

US$5.6b

Cost of Revenue

US$3.3b

Gross Profit

US$3.0b

Other Expenses

US$234.7m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 28, 2026
0.17
36.70%
2.65%
33.5%
View Full Analysis

About D01

Founded
1886
Employees
79000
CEO
Scott Anthony Price
WebsiteView website
www.dfiretailgroup.com

DFI Retail Group Holdings Limited, together with its subsidiaries, engages in the retail business in Mainland China, Hong Kong, Macau, Taiwan, Brunei, Cambodia, Indonesia, Laos, Malaysia, the Philippines, Singapore, Thailand, and Vietnam. It operates through six segments: Health and Beauty, Convenience, Food, Home Furnishings, Restaurants, and Other Retailing. The company is involved in the operation of health and beauty stores under the Mannings and Guardian brands; convenience stores under the 7-Eleven brand; food and grocery stores under the Wellcome, Market Place, Oliver’s, 3hreesixty, San Miu, Lucky, and Cold Storage brands; home furnishings stores under the IKEA brand; restaurants under the Maxim’s, COVA, Genki Sushi, Shake Shack, Starbucks Coffee, and The Cheesecake Factory brands; and department, specialty, and DIY stores under the Robinson Retail brand. It also engages in property and food processing retail under the Meadows, Giant, Yu Pin King, Vitapet, and Mannings Guardian brands; and customer loyalty programme services under the yuu brand. The company was formerly known as Dairy Farm International Holdings Limited and changed its name to DFI Retail Group Holdings Limited in May 2022. DFI Retail Group Holdings Limited was incorporated in 1886 and is based in Quarry Bay, Hong Kong. The company operates as a subsidiary of Jardine Strategic Limited.

Recent D01 News & Updates

Narrative Update Jul 03

D01: Higher Future P/E And Dividend Outlook Will Likely Support Upside

Analysts have slightly raised their fair value estimate for DFI Retail Group Holdings from about $4.00 to roughly $4.36. They cite modestly less severe expected revenue declines, a small improvement in projected profit margins, and a lower discount rate, which together support a higher future P/E assumption.

Recent updates

No updates