Famous Brands Earnings Call Transcripts
Fiscal Year 2026
-
Revenue grew 5.6% to ZAR 8.7bn and operating profit rose 4.5%, driven by South Africa. CapEx peaked with the Midrand facility, while share buybacks and a 10.7% dividend increase reflected strong cash flow. QSR outperformed, but macro headwinds persist.
-
Revenue grew 5.6% year-over-year with stable margins, driven by leading brands and supply chain efficiencies. Retail and signature brands underperformed, but investments in digital, logistics, and manufacturing support an optimistic H2 outlook.
Fiscal Year 2025
-
Revenue grew 3.2% to ZAR 8.2bn, with operating profit and margins improving year-over-year. Strong H2 recovery in leading brands and robust cash flow supported higher dividends, while supply chain and technology investments position the business for future growth.
-
Interim results show resilience amid tough trading, with revenue up 2% and HEPS up 9.5% year-over-year. Leading Brands outperformed Signature Brands, and the outlook for H2 is optimistic with easing inflation and a strong new store pipeline.