Announcement • Apr 30
Stadio Holdings Limited, Annual General Meeting, Jun 18, 2026 Stadio Holdings Limited, Annual General Meeting, Jun 18, 2026. Upcoming Dividend • Apr 15
Upcoming dividend of R0.18 per share Eligible shareholders must have bought the stock before 22 April 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of South African dividend payers (7.7%). Lower than average of industry peers (2.6%). Announcement • Apr 04
Coronation Asset Management Proprietary Ltd. acquired an unknown minority stake in Stadio Holdings Limited (JSE:SDO). Coronation Asset Management Proprietary Ltd. acquired an unknown minority stake in Stadio Holdings Limited (JSE:SDO) on April 2, 2026. After the transaction, Coronation Asset Management Proprietary Ltd. holds 25.01% stake in Stadio Holdings Limited.
Coronation Asset Management Proprietary Ltd. completed the acquisition of an unknown minority stake in Stadio Holdings Limited (JSE:SDO) on April 2, 2026. Recent Insider Transactions • Mar 22
Independent Non-Executive Chairman recently bought R198k worth of stock On the 17th of March, Thabane Maphai bought around 18k shares on-market at roughly R10.99 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Thabane has been a buyer over the last 12 months, purchasing a net total of R707k worth in shares. Declared Dividend • Mar 19
Dividend increased to R0.18 Dividend of R0.18 is 22% higher than last year. Ex-date: 22nd April 2026 Payment date: 28th April 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 43%. Cash payout ratio: 100%. Reported Earnings • Mar 18
Full year 2025 earnings released: EPS: R0.39 (vs R0.31 in FY 2024) Full year 2025 results: EPS: R0.39 (up from R0.31 in FY 2024). Revenue: R1.85b (up 15% from FY 2024). Net income: R327.5m (up 25% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 18
Stadio Holdings Limited announces Annual dividend, payable on April 28, 2026 Stadio Holdings Limited announced Annual dividend of ZAR 0.1840 per share payable on April 28, 2026, ex-date on April 22, 2026 and record date on April 24, 2026. New Risk • Mar 16
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. This is currently the only risk that has been identified for the company. Announcement • Mar 05
Stadio Holdings Limited to Report Fiscal Year 2025 Results on Mar 17, 2026 Stadio Holdings Limited announced that they will report fiscal year 2025 results on Mar 17, 2026 Announcement • Nov 28
Stadio Holdings Limited Announces Board and Committee Appointments The board of directors of Stadio Holdings Limited announced that Mr. Gerhardus Metselaar Fourie ("Gerrie Fourie") has been appointed as an independent non-executive director with effect from 27 November 2025. Gerrie Fourie was part of the founding management team of Capitec Bank in 2000 and went on to serve as CEO from 2014 until his retirement in July 2025. He brings a wealth of experience in business, systems, and process improvement to drive simplicity, efficiency, and enhanced performance. He is passionate about education and excited to play a part in the Company's goals of facilitating the widening of access to quality education in South Africa. In accordance with paragraph 3.59(c) of the JSE Limited Listings Requirements, the Board would like to inform shareholders that Mr. Ramakhathela David Mokhobo ("Khati Mokhobo"), an independent non-executive director, and chartered accountant, has been appointed to the audit and risk Committee, effective 1 January 2026. Reported Earnings • Aug 31
First half 2025 earnings released: EPS: R0.21 (vs R0.16 in 1H 2024) First half 2025 results: EPS: R0.21 (up from R0.16 in 1H 2024). Revenue: R956.8m (up 16% from 1H 2024). Net income: R176.6m (up 28% from 1H 2024). Profit margin: 19% (up from 17% in 1H 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 15
Stadio Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025 Stadio Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025 Board Change • Jul 14
High number of new directors Independent Non-Executive Director Khati Mokhobo was the last director to join the board, commencing their role in 2025. Announcement • Jul 04
Stadio Holdings Limited Appoints Ramakhathela David Mokhobo as Independent Non-Executive Director, Effective July 4, 2025 Stadio Holdings Limited announced that Mr. Ramakhathela David Mokhobo ("Khati") has been appointed as an independent non-executive director, with effective 4 July 2025. Khati brings a wealth of experience to STADIO with over 25 years in various business operations. His qualifications include B Comm, B Acc Honours, CA(SA) and ACMA (UK) and he has an extensive and successful background in mergers and acquisitions, corporate leadership, corporate finance, governance, business re-engineering, real estate development, stakeholder management and good experience in working in Africa. Khati was previously an executive at Sun International Limited, his latest role being Director of Strategic Projects, and serves on the boards of ENX Group Limited and certain Sun International companies. Announcement • Jun 19
Stadio Holdings Limited Approves Appointment of Tom Brown as Member of the Transformation, Social and Ethics Committee Stadio Holdings Limited announced at the AGM held on June 19, 2025, approved appointment of Tom Brown as member of the Transformation, Social and Ethics Committee. Recent Insider Transactions • Jun 11
Independent Non-Executive Chairman recently bought R360k worth of stock On the 9th of June, Thabane Maphai bought around 40k shares on-market at roughly R9.00 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Thabane's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • May 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to R9.05, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 31x in the Consumer Services industry in Africa. Total returns to shareholders of 157% over the past three years. Recent Insider Transactions • May 15
CEO & Executive Director recently sold R3.9m worth of stock On the 13th of May, Christian Phillipus Vorster sold around 500k shares on-market at roughly R7.70 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian Phillipus has been a net seller over the last 12 months, reducing personal holdings by R5.9m. Buy Or Sell Opportunity • May 08
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to R7.80. The fair value is estimated to be R6.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Announcement • May 01
Stadio Holdings Limited, Annual General Meeting, Jun 19, 2025 Stadio Holdings Limited, Annual General Meeting, Jun 19, 2025. Location: workshop17, watershed, 17 dock road, v&a waterfront, cape town, 8002 South Africa Buy Or Sell Opportunity • Apr 23
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 7.3% to R7.50. The fair value is estimated to be R6.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Upcoming Dividend • Apr 16
Upcoming dividend of R0.15 per share Eligible shareholders must have bought the stock before 23 April 2025. Payment date: 29 April 2025. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (8.7%). Lower than average of industry peers (3.3%). Declared Dividend • Mar 26
Dividend increased to R0.15 Dividend of R0.15 is 51% higher than last year. Ex-date: 23rd April 2025 Payment date: 29th April 2025 Dividend yield will be 2.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 34%. Buy Or Sell Opportunity • Mar 24
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 5.3% to R7.21. The fair value is estimated to be R5.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 24%. New Risk • Mar 14
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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. This is currently the only risk that has been identified for the company. Announcement • Mar 05
Stadio Holdings Limited to Report Fiscal Year 2024 Results on Mar 24, 2025 Stadio Holdings Limited announced that they will report fiscal year 2024 results on Mar 24, 2025 Announcement • Feb 04
Stadio Holdings Limited Announces Executive Changes Stadio Holdings Limited announced in accordance with paragraph 3.59(b) of the JSE Limited Listings Requirements, the board of directors of the Company ("the Board") advised shareholders that Dr. Christiaan Rudolph van der Merwe ("Dr Chris van der Merwe"), a non-executive director of the Company, has informed the Board that he will retire at the Company's Annual General Meeting to be held on 19 June 2025 ("AGM"), and will not make himself available for re-election when his directorship comes up for rotation. In accordance with paragraph 3.59(c) of the JSE Limited Listings Requirements, the Board would like to inform shareholders, that effective 19 June 2025, Dr. Chris van der Merwe will resign as a member of the Transformation, Social and Ethics Committee ("TSEC"), a sub-committee mandated by the Board. The Board announced to note, effective 1 January 2025, Ms Diaan Lawrenson ("Diaan Lawrenson") took over as CEO of AFDA. Diaan Lawrenson was previously the Dean of AFDA Cape Town Campus and with over 26-years' experience in South Africa's creative industries; spanning acting, production, and education, the Board believes she has the knowledge and experience to help AFDA excel. Announcement • Oct 04
ThembiSA Investco 2 Proprietary Limited acquired 5.14% stake in Stadio Holdings Limited (JSE:SDO) from Newshelf 1404 Proprietary Limited. ThembiSA Investco 2 Proprietary Limited acquired 5.14% stake in Stadio Holdings Limited (JSE:SDO) from Newshelf 1404 Proprietary Limited on October 2, 2024.
ThembiSA Investco 2 Proprietary Limited completed the acquisition of 5.14% stake in Stadio Holdings Limited (JSE:SDO) from Newshelf 1404 Proprietary Limited on October 2, 2024. Buy Or Sell Opportunity • Sep 16
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to R5.80. The fair value is estimated to be R4.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 35%. Announcement • Aug 15
Stadio Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024 Stadio Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024 Upcoming Dividend • Apr 10
Upcoming dividend of R0.10 per share Eligible shareholders must have bought the stock before 17 April 2024. Payment date: 22 April 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (3.1%). Declared Dividend • Mar 22
Dividend increased to R0.10 Dividend of R0.10 is 12% higher than last year. Ex-date: 17th April 2024 Payment date: 22nd April 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 41%. Cash payout ratio: 46%. Announcement • Mar 19
Stadio Holdings Limited, Annual General Meeting, Jun 19, 2024 Stadio Holdings Limited, Annual General Meeting, Jun 19, 2024. 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 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. This is currently the only risk that has been identified for the company. Announcement • Mar 08
Stadio Holdings Limited to Report Fiscal Year 2023 Results on Mar 18, 2024 Stadio Holdings Limited announced that they will report fiscal year 2023 results on Mar 18, 2024 Recent Insider Transactions • Dec 01
CFO & Executive Director recently sold R1.1m worth of stock On the 28th of November, Samara Totaram sold around 221k shares on-market at roughly R4.99 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Samara's only on-market trade for the last 12 months. Announcement • Nov 08
Stadio Holdings Limited Appoints Ishak Kula as an Executive Director, Effective 1 January 2024 The board of directors of Stadio Holdings Limited announced that Mr. Ishak Kula CA(SA) ("Ishak") has been appointed as an executive director of the Company, with effect from 1 January 2024. Ishak joins STADIO from Bud Group Limited, where he served as the chief assurance executive. Ishak has more than 15 years of finance experience with broad business acumen and strong leadership qualities. Announcement • Sep 29
Samara Totaram to Step Down as Chief Financial Officer of Stadio Holdings Limited on 31 December 2023 The board of directors of Stadio Holdings Limited advised shareholders that Ms Samara Totaram ("Samara") will be stepping down as chief financial officer of STADIO Group on 31 December 2023, as she plans to take a career break. Recent Insider Transactions • Sep 21
Independent Non-Executive Director recently bought R150k worth of stock On the 15th of September, Mathukana Mokoka bought around 30k shares on-market at roughly R5.07 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth R180k. Despite this recent purchase, insiders have collectively sold R4.0m more in shares than they bought in the last 12 months. Recent Insider Transactions • Jun 27
Independent Non-Executive Chairman recently bought R180k worth of stock On the 23rd of June, Thabane Maphai bought around 40k shares on-market at roughly R4.50 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Thabane has been a buyer over the last 12 months, purchasing a net total of R979k worth in shares. Upcoming Dividend • Apr 05
Upcoming dividend of R0.089 per share at 1.9% yield Eligible shareholders must have bought the stock before 12 April 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of South African dividend payers (9.4%). Lower than average of industry peers (3.4%). Reported Earnings • Mar 20
Full year 2022 earnings released: EPS: R0.20 (vs R0.15 in FY 2021) Full year 2022 results: EPS: R0.20 (up from R0.15 in FY 2021). Revenue: R1.21b (up 11% from FY 2021). Net income: R165.6m (up 32% from FY 2021). Profit margin: 14% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year whereas the company’s share price has increased by 75% per year. Recent Insider Transactions • Mar 20
Non-Executive Director recently sold R4.9m worth of stock On the 15th of March, Christiaan Van Der Merwe sold around 1m shares on-market at roughly R4.43 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought R926k more than they sold in the last 12 months. Recent Insider Transactions • Dec 27
Independent Non-Executive Chairman recently bought R474k worth of stock On the 22nd of December, Thabane Maphai bought around 95k shares on-market at roughly R4.99 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Thabane has been a buyer over the last 12 months, purchasing a net total of R730k worth in shares. Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment improved over the past week After last week's 15% share price gain to R4.99, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Consumer Services industry in Africa. Total returns to shareholders of 166% over the past three years. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Chairman Thabane Maphai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Sep 16
Non-Executive Director recently bought R5.0m worth of stock On the 13th of September, Christiaan Van Der Merwe bought around 1m shares on-market at roughly R3.80 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R5.3m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Sep 06
Independent Non-Executive Chairman recently bought R256k worth of stock On the 1st of September, Thabane Maphai bought around 70k shares on-market at roughly R3.65 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Thabane's only on-market trade for the last 12 months. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Chairman Thabane Maphai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 04
First half 2021 earnings released: EPS R0.096 (vs R0.087 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R551.5m (up 17% from 1H 2020). Net income: R80.6m (up R151.6m from 1H 2020). Profit margin: 15% (up from net loss in 1H 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Sep 02
CEO & Executive Director recently bought R100k worth of stock On the 31st of August, Christian Phillipus Vorster bought around 34k shares on-market at roughly R2.93 per share. This was the largest purchase by an insider in the last 3 months. Christian Phillipus has been a buyer over the last 12 months, purchasing a net total of R107k worth in shares. Reported Earnings • Mar 16
Full year 2020 earnings released: R0.14 loss per share (vs R0.085 profit in FY 2019) The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: R936.5m (up 14% from FY 2019). Net loss: R119.8m (down 272% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 18
New 90-day high: R2.35 The company is up 57% from its price of R1.50 on 20 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 4.0% over the same period. Announcement • Feb 18
Stadio Holdings Limited to Report Fiscal Year 2020 Results on Mar 15, 2021 Stadio Holdings Limited announced that they will report fiscal year 2020 results on Mar 15, 2021 Is New 90 Day High Low • Feb 01
New 90-day high: R2.10 The company is up 39% from its price of R1.51 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 5.0% over the same period. Is New 90 Day High Low • Dec 12
New 90-day high: R1.70 The company is up 23% from its price of R1.38 on 11 September 2020. The South African market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 9.0% over the same period. Is New 90 Day High Low • Oct 12
New 90-day high: R1.60 The company is up 7.0% from its price of R1.49 on 14 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Services industry, which is up 8.0% over the same period.