Shoprite Holdings Ltd (NAM:SRH)

Full Year 2025 Shoprite Holdings Ltd Earnings Call Transcript

Sep 2, 2025 / 07:30 AM GMT

Release Date Price: R258.2

Transcript

Key Points

Positve

Shoprite Holdings Ltd (SRGHY) achieved a significant sales growth of 8.9% to 252 billion rand, marking the first time the company has crossed the 250 billion rand threshold.
The company reported a strong trading profit increase of 16.6% to 15 billion rand, showcasing effective business execution.
Shoprite Holdings Ltd (SRGHY) has maintained a competitive edge by increasing its gross margin by 40 basis points to 24.3%, while remaining the most affordable supermarket chain in South Africa.
The company has successfully expanded its store network, opening 281 new stores, which equates to roughly five stores per week.
Shoprite Holdings Ltd (SRGHY) has demonstrated a strong commitment to social responsibility, creating 8,700 direct employment jobs and supporting South African farmers and SMMEs.

Negative

The company faced fiscal challenges in its non-RSA businesses, with plans to exit operations in Ghana and Malawi due to economic conditions.
Shoprite Holdings Ltd (SRGHY) experienced a decrease in interest revenue by 30.4%, partly due to changes in its Nigerian operations.
The company is still awaiting approval for the sale of its furniture business to PEO, which has been pending for over a year.
Shoprite Holdings Ltd (SRGHY) has been impacted by supply chain issues, particularly a short supply of chicken, affecting its Shoprite brand disproportionately.
The company reported a loss of 101 million rand from its discontinued operations in Ghana and Malawi, reflecting challenges in those markets.

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

SHPJ.J - Shoprite Holdings Ltd
Full Year 2025 Shoprite Holdings Ltd Earnings Call
Sep 02, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Dignity is a basic human right. That's how it should be in all communities. My name is Brooklyn Mbabi and I'm a content creator in Makassa, Cape Town.

So much good can come from something so simple like washing it.

So me and my friends decided to style and wash the children's here in our community, giving back, basically because a lot of people don't have shampoo to begin with. Are you going to choose between food or your hair, you're going to choose food?

It helps them feel pretty. They're already pretty, but it helps them to feel valued, I think.

When I first heard about Shoprite's 5 rand shampoo, I didn't believe it. It's very simple to make. Just cut the sachet, add 150 mLs of water,

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