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Alexander Forbes Group Holdings Limited

Alexander Forbes Group Holdings Limited

JJSE:AFH
750.00
ZAC
+5.00
(+0.67%)
833.49BMarket Cap
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
5.77
6.63
5.6
5.95
3.14
3.28
3.29
3
3.33
3.64
4.11
4.53
4.95
- -
Basic EPS, GAAP
0.21
0.2
0.57
1.14
0.19
0.27
-0.12
0.14
0.39
0.57
0.55
0.71
0.66
- -
Free Cash Flow per Basic Share
-4.11
-1.71
5.15
-0.6
-1.29
-1.56
-1.65
-0.87
1.23
0.23
0.98
-0.23
4.78
- -
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
3.63
4.17
4.61
5.38
4.74
4.62
3.94
3.13
3.32
3.53
3.68
3.16
3.03
3.03
Tangible Book Value per Share
-0.25
0.47
0.85
2.28
1.66
2.15
2.51
1.79
1.94
2.03
2.06
1.53
1.39
1.39
Basic Weighted Avg Shares
1,303
1,237
1,282
1,280
1,269
1,237
1,222
1,297
1,259
1,232
1,230
1,248
1,267
1,267
Sales/Revenue/Turnover
7,522
8,206
7,180
7,618
3,981
4,058
4,022
3,895
4,198
4,487
5,059
5,651
6,277
- -
Operating Margin (%)
12.76
12.05
10.85
10.82
16.1
14.22
14.69
11.96
13.27
12.57
13.74
15.25
16.01
- -
Depreciation Expense
221
217
211
218
180
266
255
253
255
253
209
245
273
- -
Net Income, GAAP
269
253
729
1,465
240
336
-145
185
495
704
672
883
841
- -
Effective Tax Rate (%)
152.68
41.69
32.65
30.1
34.12
44.77
- -
38.73
32.96
30
33.71
28.37
30.89
- -
Profit Margin (%)
3.58
3.08
10.15
19.23
6.03
8.28
-3.61
4.75
11.79
15.69
13.28
15.63
13.4
- -
Working Capital
1,836
1,369
1,849
3,396
3,294
9,152
9,776
7,752
8,869
8,070
9,939
9,498
15,212
15,212
LT Debt
1,854
285
338
248
1,907
820
686
563
419
384
599
566
549
549
Total Equity
4,837
5,540
6,156
7,119
6,189
5,944
5,103
4,028
4,106
4,479
4,590
4,010
3,921
3,921
Return on Invested Capital (%)
-6.76
6.6
7.27
7.29
5.24
3.85
- -
6.92
9.34
9.87
8.8
12.21
14.03
- -
Return on Capital (%)
-3.44
3.18
8.98
18.53
2.42
4.47
- -
3.9
11.08
15.06
13.56
18.13
18.37
- -
Return on Common Equity (%)
8.04
5.07
12.96
22.89
3.75
5.82
-2.77
4.21
12.28
16.51
14.94
20.78
21.51
- -

Capital Structure

ZAR

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
ST Debt
303
254
231
LT Borrowings
377
421
403
LT Finance Leases
189
222
146
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,255
1,273
1,273
Market Capitalization
9,597
9,786
8,335

Working Capital

ZAR

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
Total Current Assets
10,706
3,236
16,497
Cash, Cash Equivalents & STI
10,137
2,671
16,181
Accounts Receivable, Net
192
192
195
Inventories
- -
- -
- -
Total Current Liabilities
1,208
1,038
1,285
Payables & Accruals
- -
- -
- -
ST Debt
303
254
231
Deferred Revenue
- -
- -
- -

Growth Rates

ZAR

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-3.8%
-0.27%
-2.22%
Free Cash Flow
-234.81%
-465.56%
-2,217.48%
Net Income, GAAP
-8.15%
46.38%
-4.76%
Sales/Revenue/Turnover
0.64%
10.04%
11.08%
Total Cash Common Dividend
- -
- -
- -

Semi-annual Revenue

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
5,059
2025
- -
- -
5,651
2026
- -
- -
6,277

Semi-annual Earnings Per Share

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.55
2025
- -
- -
0.71
2026
- -
- -
0.66

Semi-annual Dividends Per Share

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
- -
2025
- -
- -
- -
2026
- -
- -
- -

Company Description

Company Profile APIChatGPT
CEO
Dawie de Villiers
Full Time Employees
2,587
Sector
Finance
Industry
Investment managers
Address
Alexander Forbes Johannesburg GT South Africa 2196
IPO Date
Jul 24, 2014
Website
alexforbes.com
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Business
Alexander Forbes Group Holdings Limited, a prominent diversified financial services provider, offers a comprehensive suite of employee benefits, retirement and healthcare advisory services, investment solutions, and wealth management to both corporate entities and individual clients across South Africa and other African markets. The firm's offerings for individuals encompass tailored financial planning, guidance on money management, budgeting, and savings, alongside various investment vehicles such as unit trusts, preservation funds, tax-free savings accounts, and living and retirement annuities. Furthermore, they provide expertise in private wealth management, life and risk coverage, and wills and estate planning. For businesses, the company delivers extensive consulting and actuarial services, specialized retirement fund administration for both standalone and umbrella funds, and robust healthcare consulting and management solutions. Their business-focused portfolio also includes group and business insurance for assets, earnings, and legal liabilities, as well as investment consulting, multi-management platforms, and services for beneficiary funds. With an operational history dating back to its establishment in 1935, the company has its headquarters situated in Sandton, South Africa. The group rebranded to Alexander Forbes Group Holdings Limited in June 2014. Recent strategic moves include the acquisition of Paragon Impact Limited and OUTvest Proprietary Limited, alongside the launch of a new WhatsApp self-service platform.