Dis-Chem Pharmacies Earnings Call Transcripts
Fiscal Year 2026
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Better Rewards and digital transformation drove strong revenue and market share gains, with total income margin improving despite significant ecosystem investment and restructuring. Retail and wholesale segments both grew, and the Store of the Future format is set to accelerate expansion.
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Group delivered strong H1 FY2026 results with 8.7% revenue growth, 9.9% total income growth, and 25.8% core retail profitability increase (excluding ecosystem investments). Major investments in digital, loyalty, and healthcare ecosystem are driving transformation and future growth.
Fiscal Year 2025
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Strong revenue and profit growth driven by property expansion, cost control, and wholesale market share gains. Integrated healthcare ecosystem and digital innovation initiatives advanced, with significant investments in new stores, technology, and working capital optimization.
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Revenue grew 11.1% to ZAR 36.3bn, with strong H2 profit and cost control. Retail and wholesale segments delivered double-digit growth, while investments in property, digital, and integrated healthcare support future expansion. Tough trading conditions are expected to persist.