Shoprite Holdings Ltd (JSE:SHP4.PFD)
R 1.5 (0%) Market Cap: - Enterprise Value: - PE Ratio: 22.81 PB Ratio: 5.40 GF Score: 97/100
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Half Year 2025 Shoprite Holdings Ltd Earnings Call Transcript

Mar 4, 2025 / 07:30 AM GMT

Key Points

Positve
  • Shoprite Holdings Ltd (SRGHY) reported a 9.6% increase in group sales, reaching 128 billion rand, with a commendable trading profit growth of 13.5%.
  • The company achieved a 16.7% increase in EBITDA, demonstrating strong cash flow generation.
  • Shoprite Holdings Ltd (SRGHY) gained market share for the fifth consecutive year, with a 4.7 billion rand increase.
  • The company successfully opened 283 new stores, including 55 new supermarkets, and completed a rapid rollout of a new point of sale system.
  • Shoprite Holdings Ltd (SRGHY) created nearly 3,000 new jobs and maintained a strong focus on community engagement and sustainability initiatives.
Negative
  • The sale of the furniture business and changes in reporting have complicated financial comparisons, impacting key ratios like inventory to sales.
  • The company's non-RSA segment faced challenges, with a decrease in trading profit due to currency devaluations and hyperinflation in regions like Ghana.
  • Shoprite Holdings Ltd (SRGHY) experienced a 28% increase in finance costs, driven by elevated interest rates and lease liabilities.
  • The company's dividend growth was slower than earnings growth due to the restatement of the sale of furniture assets.
  • Despite strong sales growth, the company's return on equity was only slightly above its weighted average cost of capital, indicating limited margin improvement.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHPJ.J - Shoprite Holdings Ltd
Half Year 2025 Shoprite Holdings Ltd Earnings Call
Mar 04, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and a very warm welcome to you all.

At our interim results presentation.

For 2025. I'm going to just give a few highlights, then Anton is going to explain some detail, pay special attention to what he's going to explain. There are a few changes in the current year number that will make comparability difficult.

But if you pay attention, you will understand and that we'll clear it for you. And then I'll give it some color towards the end again. Firstly, I don't want to say this was a.

Fantastic 6 months.

And I would be really a miss if I don't extend my thank you and my greatest gratitude.

To the people of Shoprite.

That work extremely hard.
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