South Africa · Delayed Price · Currency is ZAR · Price in ZAc Clicks Group Earnings Call Transcripts
Fiscal Year 2026
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Group turnover rose 7.4% year-over-year, with strong UPD wholesale growth and resilient retail performance despite tough trading conditions and intensified competition. Diluted headline EPS increased 8.1%, and the interim dividend was raised by 8.4%.
Fiscal Year 2025
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Diluted headline EPS grew 14.1% and return on equity reached 49.2%, with strong cash generation and market share gains in health, beauty, and baby categories. Store and pharmacy expansion continues, supported by disciplined capital allocation and investments in systems and sustainability.
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The group is executing a strategic roadmap focused on store modernization, omnichannel growth, and efficiency through technology investments. Expansion targets include reaching 1,200 stores and a pharmacy in every location, with strong loyalty and private label performance supporting margins.
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Diluted HEPS rose 13.2% and group turnover grew 6.2% year-over-year, with strong retail and UPD performance. The group plans 45-55 new stores and pharmacies, maintains robust capital returns, and forecasts 11%-16% HEPS growth for the year.
Fiscal Year 2024
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Annual results showed strong growth in EPS, turnover, and margins, with robust retail and UPD performance. Pharmacy expansion resumes post-Unicorn resolution, and medium-term margin guidance is raised amid improving consumer conditions.