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
Lewis Group Limited
JSE:LEW
(Johannesburg Stock Exchange)

Recent

price

8,713.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
ZAR
51.9
54.91
58.45
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
- -
Revenue per Share
8.07
9.05
10.27
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
- -
Basic EPS, GAAP
3.87
5.84
2.1
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
- -
Free Cash Flow per Basic Share
3.35
3.79
4.82
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
- -
Dividend per Share
38.02
43.59
49.43
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
Book Value per Share
38.02
43.59
49.43
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
Tangible Book Value per Share
88
88
89
89
89
89
89
86
82
79
75
66
59
54
52
52
52
Basic Weighted Avg Shares
4,578
4,857
5,188
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
- -
Sales/Revenue/Turnover
33.02
34.2
34.57
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
- -
Operating Margin (%)
47
49
55
59
64
86
90
86
79
376
303
328
351
369
377
413
- -
Depreciation Expense
712
801
912
842
806
962
358
264
310
182
433
483
411
436
755
854
- -
Net Income, GAAP
31.72
31.44
28.16
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
- -
Effective Tax Rate (%)
15.55
16.48
17.57
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
- -
Profit Margin (%)
3,117
3,766
4,733
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
Working Capital
400
650
1,250
1,000
825
1,375
700
- -
- -
611
556
700
680
1,049
711
2,024
2,024
LT Debt
3,728
4,275
4,847
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
Total Equity
17.16
18.17
18.29
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 Invested Capital (%)
17.05
16.87
16.87
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 Capital (%)
20.33
20.01
19.99
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
- -
Return on Common Equity (%)

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
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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.