South Africa · Delayed Price · Currency is ZAR · Price in ZAc Lewis Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 11.1% year-over-year, with strong credit sales and record store expansion driving performance. Margins, EPS, and dividends improved despite economic headwinds, while the balance sheet remains resilient and well-capitalized.
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Revenue grew 11.3% and operating profit rose 21.4% year-over-year, with record-high satisfactory paid performance and a 12.3% interim dividend increase. Expansion continued with 14 net new stores, while focus remains on credit sales and maintaining strong asset quality.
Fiscal Year 2025
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Revenue grew 13.5% and operating profit surged 66.9% year-over-year, with EPS up over 80% and ROE reaching 15.4%. Gross profit margin exceeded targets, credit sales rose, and store expansion accelerated. Outlook remains positive, with a focus on market share and disciplined cost control.
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ROE rose to 12% with a 15% target by March 2027, operating margins and gross profits are strong, and the satisfactory paid position hit a record 81.6%. Store and specialty segment expansion continues, while consumer sentiment improves but recovery is expected to be gradual.
Fiscal Year 2024
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The AGM covered the tabling of statutory reports, re-election of directors, appointment of auditors, and approval of key resolutions on remuneration, director fees, and financial authorities. Shareholders participated in voting and Q&A, with all motions proposed for decision.