Pepkor Holdings Future Growth
Future criteria checks 2/6
Pepkor Holdings is forecast to grow earnings and revenue by 12.6% and 8.4% per annum respectively. EPS is expected to grow by 12.4% per annum. Return on equity is forecast to be 10.7% in 3 years.
Key information
12.6%
Earnings growth rate
12.42%
EPS growth rate
| Specialty Retail earnings growth | 12.1% |
| Revenue growth rate | 8.4% |
| Future return on equity | 10.73% |
| Analyst coverage | Good |
| Last updated | 22 Jul 2026 |
Recent future growth updates
Recent updates
Analysis Article • Jun 25
We Ran A Stock Scan For Earnings Growth And Pepkor Holdings (JSE:PPH) Passed With Ease
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Narrative Update • Jun 24
PPH: Retail Platform Customer Scale Will Support Future Upside Cash Flows
Analysts have slightly reduced their fair value estimate for Pepkor Holdings, trimming the price target from ZAR29.79 to ZAR29.45. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.Narrative Update • Jun 05
PPH: Retail Platform Customer Scale Will Support Future Cash Flow Upside
Pepkor Holdings' analyst price target has shifted from ZAR31.33 to ZAR29.79, as analysts update their views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Pepkor Holdings has scheduled an Analyst/Investor Day to provide deeper insight into its retail powered consumer platform, which serves the needs of more than 32 million known customers across southern Africa and beyond.Narrative Update • May 13
PPH: Retail Platform Customer Scale Will Support Future Upside Potential
Analysts have kept their ZAR price target for Pepkor Holdings broadly in line with prior estimates, with a refreshed fair value of ZAR31.33 supported by slightly lower assumed discount rates and a modestly reduced forward P/E multiple. What's in the News Pepkor Holdings plans an Analyst and Investor Day focused on its retail powered consumer platform, highlighting how the business serves more than 32,000,000 known customers across southern Africa and beyond (Key Developments).Narrative Update • Apr 26
PPH: Retail Platform Scale And Customer Data Will Drive Future Upside
The consensus analyst price target for Pepkor Holdings has been adjusted slightly to ZAR31.33 from ZAR31.61. Analysts attribute the revision to small changes in fair value estimates, the discount rate, revenue growth assumptions and forward P/E expectations.Narrative Update • Apr 10
PPH: Retail Platform Expansion And Acquisitions Will Drive Stronger Momentum
Analysts have trimmed their fair value estimate for Pepkor Holdings slightly from ZAR31.74 to ZAR31.61. The change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations.Narrative Update • Nov 27
PPH: Upgraded Buy Rating And Cost Controls Will Drive Stronger Momentum
The analyst price target for Pepkor Holdings has been revised down from R32.76 to R31.74. Analysts cite changes in profit margin assumptions and recent research highlighting improved sentiment, which is reflected in a Buy rating upgrade.Narrative Update • Nov 12
PPH: Lower Discount Rate Will Likely Support Upside Momentum Ahead
The analyst price target for Pepkor Holdings has risen modestly from R32.25 to R32.76, as analysts cite improved revenue growth estimates and a lower discount rate, which supports a more favorable outlook. Analyst Commentary Bullish Takeaways Bullish analysts note that improved revenue growth estimates have contributed to upward adjustments in the target price.
New Narrative • Dec 11
FinTech Innovations And Choice Clothing Acquisition To Boost Global Revenue Growth
Acquisitions and aggressive expansion plans could drive revenue growth through improved market presence and increased penetration across new territories and cellular formats.Analysis Article • Jan 09
Is Pepkor Holdings (JSE:PPH) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Oct 21
Pepkor Holdings' (JSE:PPH) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Jul 22
Investors Will Want Pepkor Holdings' (JSE:PPH) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • Jun 16
Is Pepkor Holdings (JSE:PPH) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Mar 19
Here’s What’s Happening With Returns At Pepkor Holdings (JSE:PPH)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Feb 11
These 4 Measures Indicate That Pepkor Holdings (JSE:PPH) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Jan 20
What Can We Conclude About Pepkor Holdings' (JSE:PPH) CEO Pay?
Leon Lourens has been the CEO of Pepkor Holdings Limited ( JSE:PPH ) since 2017, and this article will examine the...Analysis Article • Dec 28
Would Shareholders Who Purchased Pepkor Holdings' (JSE:SRR) Stock Year Be Happy With The Share price Today?
While it may not be enough for some shareholders, we think it is good to see the Pepkor Holdings Limited ( JSE:SRR...Analysis Article • Dec 06
Should You Use Pepkor Holdings's (JSE:SRR) Statutory Earnings To Analyse It?
As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...Analysis Article • Nov 17
Pepkor Holdings Limited's (JSE:PPH) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
Most readers would already be aware that Pepkor Holdings' (JSE:PPH) stock increased significantly by 29% over the past...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 9/30/2028 | 125,389 | 8,238 | 11,234 | 16,895 | 7 |
| 9/30/2027 | 115,642 | 7,266 | 9,410 | 14,402 | 8 |
| 9/30/2026 | 106,664 | 6,408 | 3,799 | 10,390 | 8 |
| 3/31/2026 | 101,731 | 6,024 | 3,470 | 6,165 | N/A |
| 12/31/2025 | 98,536 | 5,831 | 3,449 | 6,209 | N/A |
| 9/30/2025 | 95,340 | 5,638 | 3,428 | 6,253 | N/A |
| 6/30/2025 | 92,657 | 4,131 | 4,853 | 7,578 | N/A |
| 3/31/2025 | 90,327 | 2,622 | 6,278 | 8,902 | N/A |
| 12/31/2024 | 87,732 | 2,476 | 5,798 | 8,416 | N/A |
| 9/30/2024 | 85,136 | 2,329 | 5,318 | 7,930 | N/A |
| 6/30/2024 | 83,917 | 323 | 5,123 | 7,739 | N/A |
| 3/31/2024 | 82,698 | -1,683 | 4,927 | 7,548 | N/A |
| 12/31/2023 | 80,829 | -1,638 | 5,013 | 7,680 | N/A |
| 9/30/2023 | 78,960 | -1,593 | 5,099 | 7,811 | N/A |
| 3/31/2023 | 78,670 | 5,676 | 2,914 | 5,686 | N/A |
| 12/31/2022 | 79,912 | 5,916 | 3,732 | 6,393 | N/A |
| 9/30/2022 | 81,154 | 6,155 | 4,549 | 7,099 | N/A |
| 6/30/2022 | 80,035 | 5,856 | 4,289 | 6,658 | N/A |
| 3/31/2022 | 78,674 | 5,597 | 4,029 | 6,217 | N/A |
| 12/31/2021 | 78,002 | 5,236 | 4,645 | 6,664 | N/A |
| 9/30/2021 | 77,329 | 4,875 | 5,260 | 7,111 | N/A |
| 6/30/2021 | 77,549 | 1,620 | 6,860 | 8,627 | N/A |
| 3/31/2021 | 77,769 | -1,635 | 8,460 | 10,142 | N/A |
| 12/31/2020 | 74,298 | -2,182 | 7,757 | 9,444 | N/A |
| 9/30/2020 | 70,827 | -2,730 | 7,053 | 8,746 | N/A |
| 6/30/2020 | 65,366 | 127 | 4,879 | 6,602 | N/A |
| 3/31/2020 | 59,904 | 2,983 | 2,704 | 4,458 | N/A |
| 12/31/2019 | 60,679 | 3,109 | N/A | 2,988 | N/A |
| 9/30/2019 | 61,454 | 3,234 | N/A | 1,518 | N/A |
| 3/31/2019 | 66,187 | 3,393 | N/A | 1,533 | N/A |
| 12/31/2018 | 65,050 | 3,134 | N/A | 2,033 | N/A |
| 9/30/2018 | 63,912 | 2,874 | N/A | 2,532 | N/A |
| 6/30/2018 | 63,256 | 2,930 | N/A | 3,075 | N/A |
| 3/31/2018 | 62,358 | 2,975 | N/A | 3,618 | N/A |
| 12/31/2017 | 60,104 | 3,263 | N/A | 3,914 | N/A |
| 9/30/2017 | 57,850 | 3,550 | N/A | 4,210 | N/A |
| 9/30/2016 | 48,923 | 1,032 | N/A | 1,917 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: PPH's forecast earnings growth (12.6% per year) is above the savings rate (9.8%).
Earnings vs Market: PPH's earnings (12.6% per year) are forecast to grow slower than the ZA market (13.7% per year).
High Growth Earnings: PPH's earnings are forecast to grow, but not significantly.
Revenue vs Market: PPH's revenue (8.4% per year) is forecast to grow faster than the ZA market (4.9% per year).
High Growth Revenue: PPH's revenue (8.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: PPH's Return on Equity is forecast to be low in 3 years time (10.7%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/01 03:30 |
| End of Day Share Price | 2026/07/31 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
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.
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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
Pepkor Holdings Limited is covered by 16 analysts. 8 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 |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Sa'ad Chothia | Arqaam Capital Research Offshore S.A.L. |
| Michael Jacks | Arqaam Capital Research Offshore S.A.L. |