1. South Africa Stocks

  2. •

    Retail trade

  3. •

    Specialty stores
Lewis Group Limited

Lewis Group Limited

JJSE:LEW
8,713.00
ZAC
-437.00
(-4.78%)
408.01BMarket Cap
Nov 19Next Earn
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
59.5
63.72
65.14
63.02
64.56
74.85
82.09
89.55
109.75
126.2
151.21
179.24
198.98
- -
Basic EPS, GAAP
9.49
9.07
10.83
4.03
3.07
3.77
2.32
5.76
7.31
6.96
8.06
14.57
16.46
- -
Free Cash Flow per Basic Share
6.08
4.71
5.46
8.51
7.16
5.35
6.89
9.14
8.74
6.34
6.17
8.34
8.72
- -
Dividend per Share
5.17
5.17
5.17
4.02
1.99
2.05
2.5
1.96
3.84
4.09
4.14
5.99
8.4
- -
Book Value per Share
56.28
61.33
61.58
61.27
65.3
60.8
61.26
68.14
76.52
82.45
88.91
98.64
106.21
106.21
Tangible Book Value per Share
56.28
60.65
60.88
60.47
61.64
56.94
57.25
63.99
72.4
79.38
86.82
96.19
104.13
104.13
Basic Weighted Avg Shares
89
89
89
89
86
82
79
75
66
59
54
52
52
52
Sales/Revenue/Turnover
5,282
5,661
5,785
5,592
5,557
6,137
6,453
6,726
7,256
7,456
8,184
9,288
10,320
- -
Operating Margin (%)
35.15
34.55
31.46
28.66
24.05
19.16
20
23.02
20.25
19.19
24.19
25.45
26.03
- -
Depreciation Expense
59
64
86
90
86
79
376
303
328
351
369
377
413
- -
Net Income, GAAP
842
806
962
358
264
310
182
433
483
411
436
755
854
- -
Effective Tax Rate (%)
28.45
28.17
24.85
31.33
32.71
33.27
33.14
28.38
28.31
27.47
26.05
23.26
24.77
- -
Profit Margin (%)
15.95
14.24
16.62
6.39
4.75
5.04
2.83
6.44
6.66
5.51
5.33
8.13
8.27
- -
Working Capital
4,311
4,276
5,973
5,356
4,479
3,847
3,587
3,740
3,770
3,739
4,128
4,127
5,883
5,883
LT Debt
1,000
825
1,375
700
- -
- -
611
556
700
680
1,049
711
2,024
2,024
Total Equity
5,000
5,449
5,449
5,440
5,449
4,876
4,710
4,873
4,796
4,693
4,703
5,078
5,486
5,486
Return on Invested Capital (%)
15.02
13.88
10.54
6.31
4.75
8.55
5.21
13.65
-15.81
13.8
13.13
21.52
22.25
- -
Return on Capital (%)
14.12
13.15
14.96
6.91
5.22
6.56
4.37
8.37
9.01
8.35
8.94
13.73
13.68
- -
Return on Common Equity (%)
17.11
15.43
17.65
6.57
4.85
6
3.81
9.04
9.99
8.66
9.29
15.44
16.16
- -

Capital Structure

ZAR

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
ST Debt
1,321
599
331
LT Borrowings
- -
1,350
1,350
LT Finance Leases
711
738
674
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
51
52
52
Market Capitalization
3,650
3,787
4,080

Working Capital

ZAR

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
Total Current Assets
6,634
7,390
7,386
Cash, Cash Equivalents & STI
465
488
457
Accounts Receivable, Net
4,997
5,385
5,709
Inventories
766
1,123
769
Total Current Liabilities
2,508
1,899
1,502
Payables & Accruals
- -
- -
- -
ST Debt
1,321
599
331
Deferred Revenue
- -
- -
- -

Growth Rates

ZAR

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
0.2%
2.5%
8.02%
Free Cash Flow
3.1%
-5.55%
4.65%
Net Income, GAAP
11.34%
17.79%
13.1%
Sales/Revenue/Turnover
6.08%
9%
11.11%
Total Cash Common Dividend
5.51%
27.92%
40.49%

Semi-annual Revenue

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
8,184
2025
- -
- -
9,288
2026
- -
- -
10,320

Semi-annual Earnings Per Share

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
8.06
2025
- -
- -
14.57
2026
- -
- -
16.46

Semi-annual Dividends Per Share

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
4.14
2025
- -
- -
5.99
2026
- -
- -
8.4

Company Description

Company Profile APIChatGPT
CEO
Johan Enslin
Full Time Employees
10,247
Sector
Retail trade
Industry
Specialty stores
Address
Universal House Cape Town WC South Africa 7925
IPO Date
Sep 14, 2004
Website
lewisgroup.co.za
Similar Companies
Walmart Inc. (NASDAQ:WMT)
Costco Wholesale Corporation (NASDAQ:COST)
Target Corporation (NYSE:TGT)
Kalyan Jewellers India Ltd. (NSE:KALYANKJIL)
Carvana Co. (NYSE:CVNA)
Copart, Inc. (NASDAQ:CPRT)
Business
Lewis Group Limited Lewis Group Limited (JSE: LEW), founded in 1934 and headquartered in Cape Town, South Africa, operates as a leading South Africa-based retailer of household furniture, home appliances, electronic goods, and homewares across Southern Africa. The company retails a broad range of products through its flagship brands, including lounge, dining room, and bedroom furniture; electrical appliances; sound and vision equipment; bedding; and home electronics, offered under the Lewis, Best Home and Electric, United Furniture Outlets (UFO), Beares, Bedzone, and Real Beds labels; it also provides microinsurance to credit customers via its Monarch Insurance arm. With approximately 10,250 employees, Lewis Group Limited serves customers primarily in the LSM 4-7 income segments through a network of around 958 stores located in South Africa (accounting for 85% of sales), Botswana, Lesotho, Eswatini, and Namibia. In recent developments, the company acquired the trading assets and liabilities of Real Beds, a bedding specialist, effective June 29, 2024, enabling rapid expansion with 28 new Real Beds outlets opened in the first half of fiscal 2026 to grow that brand to 44 stores overall, as part of a record net addition of 40 stores during the period and plans for 15-20 more in the second half, primarily in specialist bedding. This store growth strategy, alongside a 14% increase in its debtors book to R8.5 billion and merchandise sales up 6.7% to R2.5 billion, drove a 21.4% rise in operating profit to R522 million for the six months ended September 30, 2025, despite constrained trading conditions, with management declaring a 12.3% higher interim dividend of 337 cents per share.