Libstar Holdings Limited

JSE:LBR Stock Report

Market Cap: R2.5b

Libstar Holdings Future Growth

Future criteria checks 3/6

Libstar Holdings is forecast to grow earnings and revenue by 40.1% and 4.7% per annum respectively.

Key information

40.1%

Earnings growth rate

n/a

EPS growth rate

Food earnings growth13.7%
Revenue growth rate4.7%
Future return on equity11.40%
Analyst coverage

Low

Last updated14 May 2026

Recent future growth updates

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.
User avatar
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...

Earnings and Revenue Growth Forecasts

JSE:LBR - Analysts future estimates and past financials data (ZAR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202814,116472711N/A2
12/31/202713,413406675N/A2
12/31/202612,629311534N/A2
12/31/202512,32979555748N/A
6/30/202512,146-269528682N/A
3/31/202511,960-274441584N/A
12/31/202411,397-150355485N/A
6/30/202411,481240335452N/A
3/31/202411,450231293439N/A
12/31/202311,419222251426N/A
9/30/202311,93767267497N/A
6/30/202311,744-92309595N/A
3/31/202311,758-48270562N/A
12/31/202211,772-4230529N/A
9/30/202211,606125256512N/A
6/30/202211,441254282496N/A
3/31/202211,036240421641N/A
12/31/202110,630227560786N/A
6/30/20219,37495427745N/A
3/31/20219,35782368691N/A
12/31/20209,33970310638N/A
9/30/202010,134205276632N/A
6/30/20209,982336243627N/A
3/31/20209,937346211603N/A
12/31/20199,893355179580N/A
9/30/20199,877337N/A591N/A
6/30/20199,862318N/A603N/A
3/31/20199,761295N/A554N/A
12/31/20189,660273N/A505N/A
9/30/20189,452232N/A462N/A
6/30/20189,244190N/A419N/A
3/31/20189,020211N/A496N/A
12/31/20178,796232N/A573N/A
12/31/20168,021214N/A149N/A
12/31/20156,176143N/A186N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LBR's forecast earnings growth (40.1% per year) is above the savings rate (9.8%).

Earnings vs Market: LBR's earnings (40.1% per year) are forecast to grow faster than the ZA market (15.9% per year).

High Growth Earnings: LBR's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: LBR's revenue (4.7% per year) is forecast to grow slower than the ZA market (7% per year).

High Growth Revenue: LBR's revenue (4.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: LBR's Return on Equity is forecast to be low in 3 years time (11.4%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/15 16:44
End of Day Share Price 2026/05/14 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Samantha NaickerAbsa Bank Limited
Paul Henri SteegersBofA Global Research
Thapelo MokonyaneHSBC