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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
Alexander Forbes Group Holdings Limited
JSE:AFH
(Johannesburg Stock Exchange)

Recent

price

750.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
ZAR
4.62
5.16
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
- -
Revenue per Share
-0.11
-0.15
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
- -
Basic EPS, GAAP
-1.62
-1.37
-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
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
1.64
1.62
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
Book Value per Share
-3.27
-2.95
-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
Tangible Book Value per Share
1,276
1,276
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
Basic Weighted Avg Shares
5,894
6,584
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
- -
Sales/Revenue/Turnover
12.96
12.3
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
- -
Operating Margin (%)
228
237
221
217
211
218
180
266
255
253
255
253
209
245
273
- -
Depreciation Expense
-136
-191
269
253
729
1,465
240
336
-145
185
495
704
672
883
841
- -
Net Income, GAAP
316
204.26
152.68
41.69
32.65
30.1
34.12
44.77
- -
38.73
32.96
30
33.71
28.37
30.89
- -
Effective Tax Rate (%)
-2.31
-2.9
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
- -
Profit Margin (%)
-5,802
-7,363
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
Working Capital
5,230
5,238
1,854
285
338
248
1,907
820
686
563
419
384
599
566
549
549
LT Debt
2,277
2,264
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
Total Equity
- -
-11.22
-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 Invested Capital (%)
- -
-14.36
-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 Capital (%)
- -
-9.19
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
- -
Return on Common Equity (%)

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
- -
- -
- -
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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.