Libstar Holdings Management
Management criteria checks 4/4
Libstar Holdings' CEO is Charl de Villiers, appointed in Jan 2023, has a tenure of 3.33 years. total yearly compensation is ZAR7.29M, comprised of 79.7% salary and 20.3% bonuses, including company stock and options. directly owns 0.018% of the company’s shares, worth ZAR453.62K. The average tenure of the management team and the board of directors is 3.3 years and 5.9 years respectively.
Key information
Charl de Villiers
Chief executive officer
R7.3m
Total compensation
| CEO salary percentage | 79.72% |
| CEO tenure | 3.3yrs |
| CEO ownership | 0.02% |
| Management average tenure | 3.3yrs |
| Board average tenure | 5.9yrs |
Recent management updates
Recent updates
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.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).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).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).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.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.
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?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.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.
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.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...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...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...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...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...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...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...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...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | R7m | R6m | R79m |
| Jun 30 2025 | n/a | n/a | -R269m |
| Mar 31 2025 | n/a | n/a | -R274m |
| Dec 31 2024 | R6m | R5m | -R150m |
| Jun 30 2024 | n/a | n/a | R240m |
| Mar 31 2024 | n/a | n/a | R231m |
| Dec 31 2023 | R6m | R5m | R222m |
| Sep 30 2023 | n/a | n/a | R67m |
| Jun 30 2023 | n/a | n/a | -R92m |
| Mar 31 2023 | n/a | n/a | -R48m |
| Dec 31 2022 | R5m | R4m | -R4m |
| Sep 30 2022 | n/a | n/a | R125m |
| Jun 30 2022 | n/a | n/a | R254m |
| Mar 31 2022 | n/a | n/a | R240m |
| Dec 31 2021 | R4m | R4m | R227m |
| Jun 30 2021 | n/a | n/a | R95m |
| Mar 31 2021 | n/a | n/a | R82m |
| Dec 31 2020 | R4m | R4m | R70m |
Compensation vs Market: Charl's total compensation ($USD444.02K) is below average for companies of similar size in the ZA market ($USD711.58K).
Compensation vs Earnings: Charl's compensation has been consistent with company performance over the past year.
CEO
Charl de Villiers (39 yo)
Mr. Charl Benjamin De Villiers, C.A. (SA), serves as Chief Executive Officer at Libstar Holdings Limited since January 1, 2023 and serves as its Executive Director since January 1, 2020. He was the Group C...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Executive Director | 3.3yrs | R7.29m | 0.018% ZAR 453.6k | |
| CFO & Executive Director | 3.3yrs | R4.71m | 0.021% ZAR 525.9k | |
| Executive Director | 3.3yrs | R6.14m | 0.014% ZAR 341.6k | |
| Chief Executive Officer of Ambassador Foods | no data | no data | no data | |
| Chief Executive of Cape Herb & Spice | no data | no data | no data | |
| Company Secretary | less than a year | no data | no data |
Experienced Management: LBR's management team is considered experienced (3.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Executive Director | 6.3yrs | R7.29m | 0.018% ZAR 453.6k | |
| CFO & Executive Director | 3.2yrs | R4.71m | 0.021% ZAR 525.9k | |
| Executive Director | 3.3yrs | R6.14m | 0.014% ZAR 341.6k | |
| Independent Non-Executive Director | 11.9yrs | R1.12m | no data | |
| Independent Non-Executive Director | 1yr | R434.00k | no data | |
| Independent Non-Executive Director | 7.4yrs | R793.00k | no data | |
| Independent Chairman | 8.2yrs | R1.42m | 0.034% ZAR 828.1k | |
| Lead Independent Director | 5.5yrs | R819.00k | no data |
Experienced Board: LBR's board of directors are considered experienced (5.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/14 01:29 |
| End of Day Share Price | 2026/05/13 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 |
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| 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
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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 |