Board Change • Apr 18
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Patricia Kiwanuka was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Apr 16
Full year 2025 earnings released: EPS: KSh0.99 (vs KSh0.93 in FY 2024) Full year 2025 results: EPS: KSh0.99 (up from KSh0.93 in FY 2024). Revenue: KSh432.7m (up 11% from FY 2024). Net income: KSh274.3m (up 5.5% from FY 2024). Profit margin: 63% (down from 67% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 107% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Mar 17
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (7.2% average weekly change). Revenue is less than US$5m (KSh417m revenue, or US$3.2m). Market cap is less than US$100m (KSh4.98b market cap, or US$38.5m). Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to KSh18.65, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 10x in the Real Estate industry in Africa. Total returns to shareholders of 680% over the past three years. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to KSh13.90, the stock trades at a trailing P/E ratio of 16.3x. Average trailing P/E is 10x in the Real Estate industry in Africa. Total returns to shareholders of 562% over the past three years. Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to KSh14.10, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 309% over the past three years. Reported Earnings • Aug 31
First half 2025 earnings released: EPS: KSh0.31 (vs KSh0.39 in 1H 2024) First half 2025 results: EPS: KSh0.31 (down from KSh0.39 in 1H 2024). Revenue: KSh220.3m (up 14% from 1H 2024). Net income: KSh86.7m (down 20% from 1H 2024). Profit margin: 39% (down from 56% in 1H 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to KSh15.75, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 338% over the past three years. Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment improves as stock rises 43% After last week's 43% share price gain to KSh14.85, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 315% over the past three years. Valuation Update With 7 Day Price Move • Jul 28
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to KSh6.48, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 63% over the past three years. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to KSh5.42, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 45% over the past three years. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to KSh4.14, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 20% over the past three years. Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to KSh3.65, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 9x in the Real Estate industry in Africa. Total returns to shareholders of 18% over the past three years. Announcement • May 29
Sameer Africa PLC, Annual General Meeting, Jun 19, 2025 Sameer Africa PLC, Annual General Meeting, Jun 19, 2025, at 10:00 E. Africa Standard Time. Valuation Update With 7 Day Price Move • May 23
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to KSh2.80, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 19x in the Auto Components industry globally. Total returns to shareholders of 8.9% over the past three years. Reported Earnings • Apr 13
Full year 2024 earnings released: EPS: KSh0.93 (vs KSh0.17 in FY 2023) Full year 2024 results: EPS: KSh0.93 (up from KSh0.17 in FY 2023). Revenue: KSh389.5m (flat on FY 2023). Net income: KSh259.9m (up 461% from FY 2023). Profit margin: 67% (up from 12% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to KSh3.03, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 16x in the Auto Components industry globally. Total returns to shareholders of 30% over the past three years. New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Kenyan stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Market cap is less than US$10m (KSh904.6m market cap, or US$6.98m). Minor Risks High level of debt (82% net debt to equity). Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Revenue is less than US$5m (KSh390m revenue, or US$3.0m). Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to KSh3.05, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 19x in the Auto Components industry globally. Total returns to shareholders of 15% over the past three years. New Risk • Dec 14
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (KSh595.7m market cap, or US$4.60m). Minor Risks High level of debt (82% net debt to equity). Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (KSh390m revenue, or US$3.0m). New Risk • Dec 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Kenyan stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (KSh634.6m market cap, or US$4.90m). Minor Risks High level of debt (82% net debt to equity). Revenue is less than US$5m (KSh390m revenue, or US$3.0m). New Risk • Sep 17
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Market cap is less than US$10m (KSh634.6m market cap, or US$4.93m). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change). Announcement • May 31
Sameer Africa PLC, Annual General Meeting, Jun 20, 2024 Sameer Africa PLC, Annual General Meeting, Jun 20, 2024, at 10:00 E. Africa Standard Time. Reported Earnings • Apr 09
Full year 2023 earnings released: EPS: KSh0.17 (vs KSh0.36 in FY 2022) Full year 2023 results: EPS: KSh0.17 (down from KSh0.36 in FY 2022). Revenue: KSh390.5m (down 36% from FY 2022). Net income: KSh46.3m (down 54% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to KSh2.50, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 18x in the Auto Components industry globally. Total loss to shareholders of 29% over the past three years. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to KSh2.40, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 18x in the Auto Components industry globally. Total loss to shareholders of 31% over the past three years. New Risk • Feb 24
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Market cap is less than US$10m (KSh598.4m market cap, or US$4.12m). Minor Risks High level of debt (72% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (11% net profit margin). Revenue is less than US$5m (KSh501m revenue, or US$3.4m). Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to KSh2.50, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 17x in the Auto Components industry globally. Total loss to shareholders of 26% over the past three years. Reported Earnings • Aug 14
First half 2023 earnings released: EPS: KSh0.09 (vs KSh0.24 in 1H 2022) First half 2023 results: EPS: KSh0.09 (down from KSh0.24 in 1H 2022). Revenue: KSh201.2m (down 36% from 1H 2022). Net income: KSh24.2m (down 64% from 1H 2022). Profit margin: 12% (down from 22% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to KSh2.24, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 21x in the Auto Components industry globally. Total loss to shareholders of 40% over the past three years. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to KSh2.54, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 19x in the Auto Components industry globally. Total loss to shareholders of 14% over the past three years. Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to KSh1.84, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 19x in the Auto Components industry globally. Total loss to shareholders of 11% over the past three years. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Mary Ngatia was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment deteriorated over the past week After last week's 17% share price decline to KSh3.28, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 21x in the Auto Components industry globally. Negligible returns to shareholders over past three years. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 24% share price gain to KSh4.35, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 19x in the Auto Components industry globally. Total returns to shareholders of 41% over the past three years. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improved over the past week After last week's 19% share price gain to KSh3.10, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 20x in the Auto Components industry globally. Total returns to shareholders of 3.0% over the past three years. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Mary Ngatia was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Is New 90 Day High Low • Jan 08
New 90-day high: KSh3.61 The company is up 3.0% from its price of KSh3.50 on 09 October 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 18% over the same period. Is New 90 Day High Low • Dec 16
New 90-day low: KSh2.75 The company is down 29% from its price of KSh3.87 on 16 September 2020. The Kenyan market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 13% over the same period.