Libstar Holdings (LBR) Stock Overview
Manufactures, distributes, and markets branded and private label consumer packaged goods in South Africa and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
LBR Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Libstar Holdings Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R4.25 |
| 52 Week High | R8.75 |
| 52 Week Low | R3.08 |
| Beta | 0.40 |
| 1 Month Change | -7.61% |
| 3 Month Change | -5.77% |
| 1 Year Change | 25.74% |
| 3 Year Change | -3.63% |
| 5 Year Change | -37.50% |
| Change since IPO | -65.56% |
Recent News & Updates
Narrative Update • Apr 28
LBR: Dividend Stability And Lower Impairments Will Support Balanced Future Outlook
Analysts have kept their ZAR fair value estimate for Libstar Holdings steady at about ZAR 4.70 per share, reflecting essentially unchanged assumptions around discount rate, revenue growth, profit margin and future P/E. Together, these factors support an unchanged analyst price target.Narrative Update • Apr 11
LBR: Dividend Outlook And Lower Impairments Will Support Steady Risk Profile
Analysts have kept their valuation drivers for Libstar Holdings broadly unchanged, resulting in a steady analyst price target around ZAR4.70 as they continue to see similar assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News Announced an annual dividend of ZAR0.2800 per share, with an ex-dividend date of April 8, 2026, record date of April 10, 2026, and payment date of April 13, 2026 (Key Developments).Narrative Update • Mar 28
LBR: Dividend Initiation And Lower Impairments Will Support Balanced Risk Profile
Analysts have slightly lowered their ZAR price target on Libstar Holdings, reflecting updated expectations for a lower revenue growth rate, a modestly higher projected profit margin, and a nearly steady forward P/E multiple. What's in the News Libstar Holdings announced an annual dividend of ZAR 0.2800 per share, with an ex-date of April 8, 2026, record date of April 10, 2026, and payment date of April 13, 2026 (Key Developments).Recent updates
Narrative Update • Apr 28
LBR: Dividend Stability And Lower Impairments Will Support Balanced Future Outlook
Analysts have kept their ZAR fair value estimate for Libstar Holdings steady at about ZAR 4.70 per share, reflecting essentially unchanged assumptions around discount rate, revenue growth, profit margin and future P/E. Together, these factors support an unchanged analyst price target.Narrative Update • Apr 11
LBR: Dividend Outlook And Lower Impairments Will Support Steady Risk Profile
Analysts have kept their valuation drivers for Libstar Holdings broadly unchanged, resulting in a steady analyst price target around ZAR4.70 as they continue to see similar assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News Announced an annual dividend of ZAR0.2800 per share, with an ex-dividend date of April 8, 2026, record date of April 10, 2026, and payment date of April 13, 2026 (Key Developments).Narrative Update • Mar 28
LBR: Dividend Initiation And Lower Impairments Will Support Balanced Risk Profile
Analysts have slightly lowered their ZAR price target on Libstar Holdings, reflecting updated expectations for a lower revenue growth rate, a modestly higher projected profit margin, and a nearly steady forward P/E multiple. What's in the News Libstar Holdings announced an annual dividend of ZAR 0.2800 per share, with an ex-date of April 8, 2026, record date of April 10, 2026, and payment date of April 13, 2026 (Key Developments).Narrative Update • Mar 13
LBR: Modest Assumption Tweaks Will Likely Support Balanced Forward Risk Profile
Analysts have raised their price target for Libstar Holdings from ZAR3.98 to ZAR4.70, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Libstar Holdings plans an analyst and investor day, giving you a chance to hear directly from management on the group’s priorities, key growth drivers, and roadmap for sustainable value creation (Key Developments).Narrative Update • Feb 26
LBR: Minor Assumption Shifts Will Likely Sustain Perceived Overvaluation
Analysts have made only minor adjustments to their assumptions for Libstar Holdings, keeping the fair value estimate steady at ZAR3.98 per share. Small changes to the discount rate, revenue growth outlook and future P/E expectations did not materially alter their overall price target rationale.Narrative Update • Feb 11
LBR: Minor Assumption Tweaks Will Likely Reaffirm Persistent Overvaluation
Analysts have held their fair value estimate for Libstar Holdings steady at ZAR3.98 per share, with only small tweaks to inputs such as the discount rate and assumed future P/E. Together, these inputs support an unchanged overall price target narrative.
New Narrative • Jan 29
Category Simplification And International Expansion Will Support A Stronger Long Term Outlook
Catalysts About Libstar Holdings Libstar Holdings is a South African food producer focused on value added ambient and perishable products, with a small household and personal care presence. What are the underlying business or industry changes driving this perspective?Narrative Update • Jan 27
LBR: Fine Tuning Of Assumptions Will Likely Confirm Overvaluation
Analysts have maintained their fair value estimate for Libstar Holdings at R3.98 per share, with only marginal adjustments to inputs such as the discount rate and future P/E. This reflects fine tuning of their assumptions rather than a change in their overall view.Narrative Update • Jan 13
LBR: Future Profitability Assumptions Will Likely Prove Too Optimistic
Analysts have raised their price target range for Libstar Holdings, reflecting a fair value change from R3.43 to R3.98. They cite updated assumptions regarding revenue growth, profit margins, and a lower implied future P/E multiple.
New Narrative • Mar 30
Ambient Products And Cape Herb & Spice Integration Will Succeed
Strategic focus on ambient products and international expansion drives revenue growth and margin improvement through integration, efficiency, and diversification efforts.Analysis Article • Mar 21
Libstar Holdings (JSE:LBR) Will Pay A Dividend Of ZAR0.15
Libstar Holdings Limited ( JSE:LBR ) will pay a dividend of ZAR0.15 on the 14th of April. This means that the annual...Analysis Article • Jan 03
Pinning Down Libstar Holdings Limited's (JSE:LBR) P/S Is Difficult Right Now
With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Food industry in South Africa, you could be...Analysis Article • Nov 14
These 4 Measures Indicate That Libstar Holdings (JSE:LBR) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Jun 20
Investors Met With Slowing Returns on Capital At Libstar Holdings (JSE:LBR)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysis Article • Dec 06
The Returns At Libstar Holdings (JSE:LBR) Aren't Growing
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Analysis Article • May 26
Returns On Capital At Libstar Holdings (JSE:LBR) Have Hit The Brakes
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysis Article • Nov 01
Investors Met With Slowing Returns on Capital At Libstar Holdings (JSE:LBR)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Analysis Article • Sep 18
These 4 Measures Indicate That Libstar Holdings (JSE:LBR) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Shareholder Returns
| LBR | ZA Food | ZA Market | |
|---|---|---|---|
| 7D | -3.4% | -2.6% | -2.5% |
| 1Y | 25.7% | 5.4% | 20.0% |
Return vs Industry: LBR exceeded the ZA Food industry which returned 5.4% over the past year.
Return vs Market: LBR exceeded the ZA Market which returned 20% over the past year.
Price Volatility
| LBR volatility | |
|---|---|
| LBR Average Weekly Movement | 9.0% |
| Food Industry Average Movement | 5.1% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.9% |
| 10% least volatile stocks in ZA Market | 3.3% |
Stable Share Price: LBR's share price has been volatile over the past 3 months compared to the ZA market.
Volatility Over Time: LBR's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of ZA stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | n/a | Charl de Villiers | 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, and value-added meats; wet and dry condiments, meal ingredients, baking and snacking products, and spreads; and household cleaning products, as well as personal care products.
Libstar Holdings Limited Fundamentals Summary
| LBR fundamental statistics | |
|---|---|
| Market cap | R2.53b |
| Earnings (TTM) | R79.32m |
| Revenue (TTM) | R12.33b |
31.9x
P/E Ratio0.2x
P/S RatioIs LBR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LBR income statement (TTM) | |
|---|---|
| Revenue | R12.33b |
| Cost of Revenue | R9.61b |
| Gross Profit | R2.72b |
| Other Expenses | R2.64b |
| Earnings | R79.32m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.13 |
| Gross Margin | 22.05% |
| Net Profit Margin | 0.64% |
| Debt/Equity Ratio | 27.3% |
How did LBR perform over the long term?
See historical performance and comparisonDividends
6.6%
Current Dividend Yield210%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/17 15:34 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Libstar Holdings Limited is covered by 6 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Samantha Naicker | Absa Bank Limited |
| Paul Henri Steegers | BofA Global Research |
| Thapelo Mokonyane | HSBC |