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Libstar Holdings Limited (LBR.JO)

ZAc420.00 -5.00 (-1.18%)
ZA JNB Consumer Defensive Packaged Foods
Address Libstar House 7500
Plattekloof, ZA
CEO Charl Benjamin de Villiers
IPO 2018-05-17
ISIN ZAE000250239

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Description

Established in 2005 and headquartered in Plattekloof, South Africa, Libstar Holdings Limited operates as a major player in the global consumer goods market. The company is engaged in the manufacturing, importation, exportation, and supply of an extensive range of products, spanning food and beverage, household, and personal care categories. Libstar's operations are strategically divided into several key segments: Perishables, Groceries, Snacks and Confectionery, Baking and Baking Aids, and Household and Personal Care. Its diverse food offerings include a broad spectrum of dairy products, such as various cheeses, yogurts, milk, butters, dips, spreads, creams, and sauces. The portfolio also encompasses meat and chicken products, fresh mushrooms, and convenient prepared meals. Within its grocery division, Libstar provides a wide array of condiments, including chutneys, table sauces, vinegars, tomato pastes, salad dressings, mayonnaise, and marinades. It also supplies a comprehensive selection of spices, herbs, seasoning mixes, curry powders, salt, and pepper. Pasta and noodles, along with complementary pasta and cook-in sauces, are prominent offerings, as are canned goods like soups, fruits, vegetables, legumes, and antipasti. Sweet spreads, such as honey, jams, and various peanut and nut butters, also feature prominently. The beverage line includes different teas (packaged and otherwise), natural and flavored waters, carbonated soft drinks, and bar mixes. For snacking, consumers can find cereals, nuts, snack bars, potato snacks, and confectionery items. The company also caters to bakers with a range of specialized products and aids. Beyond food, Libstar's personal care products include cotton wool, cotton buds, cosmetic facial pads, beauty soaps, and bath additives. Its household cleaning segment offers laundry detergents, fabric softeners, dishwashing liquids, all-purpose cleaners, bleach, and various cleaning tools like sponges and steel wool, with options often extending to organic and biodegradable formulations. Libstar Holdings distributes these packaged consumer goods to a diverse clientele across retail, food service, industrial, and export channels.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
ZAc420.00 -5.00 (-1.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
323.4K
Beta
0.31
Float Shares
309.74M
Free Float %
50.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.33% -4.33% -14.11% -12.86% -0.94% -11.21% +31.25% +5.00% -39.13% -65.96% -65.96%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
420.00
DCF (Unlevered) 1,271.22 +202.7%
DCF (Levered) 1,599.33 +280.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 -1
Strong Sell 0 0
Quality scores
Altman Z-Score
3.65
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Packaged Foods: +4.4%
    +4.7% Q4'25: -3.6% (vs Q4'23)
  • EPS growth Packaged Foods: +14.6%
    +118.5% Q4'25: -118.4% (vs Q4'23)
  • FCF margin FCF growth · Packaged Foods: +15.9%
    +4.2% Q4'25: +4.7% (vs Q4'23)
  • EBIT margin Packaged Foods: +7.9%
    +4.5% Q4'25: +5.1% (vs Q4'23)
  • ROIC Packaged Foods: +7.0%
    +5.3% Q4'25: +12.5% (vs Q4'23)
  • Share dilution Packaged Foods: +0.0%
    +0.0% Q4'25: +0.0% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×
    1.98× Q4'25: 0.89× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.40) × ERP
WACC = 56% × Ke + 44% × Kd (10.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1,271.22 Current price: 420.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
9.89B
est: 10.15B (-2.5%)
9.89B
est: 10.12B (-2.3%)
9.34B
est: 10.19B (-8.4%)
10.63B
est: 10.79B (-1.5%)
11.77B
est: 11.20B (+5.1%)
12.38B
est: 12.67B (-2.3%)
11.77B
est: 12.55B (-6.2%)
12.33B
est: 12.70B (-2.9%)
12.69B
12.63B – 12.76B
-0.1% YoY
13.39B
13.37B – 13.41B
+5.5% YoY
14.20B
14.15B – 14.24B
+6.0% YoY
EBITDA
970.91M
est: 731.07M (+32.8%)
1.19B
est: 729.40M (+63.0%)
842.77M
est: 734.61M (+14.7%)
957.57M
est: 777.71M (+23.1%)
722.31M
est: 807.39M (-10.5%)
998.81M
est: 889.55M (+12.3%)
446.95M
est: 880.91M (-49.3%)
997.81M
est: 891.67M (+11.9%)
891.03M
886.52M – 895.55M
-0.1% YoY
940.10M
938.59M – 941.61M
+5.5% YoY
996.56M
993.29M – 999.83M
+6.0% YoY
EBIT
669.14M
est: 304.27M (+119.9%)
755.78M
est: 303.57M (+149.0%)
394.49M
est: 305.74M (+29.0%)
463.40M
est: 323.68M (+43.2%)
246.86M
est: 336.03M (-26.5%)
549.48M
est: 385.95M (+42.4%)
-14.38M
est: 382.20M (-103.8%)
549.48M
est: 386.87M (+42.0%)
386.59M
384.63M – 388.55M
-0.1% YoY
407.88M
407.23M – 408.54M
+5.5% YoY
432.38M
430.96M – 433.80M
+6.0% YoY
Net Income
222.22M
est: 375.36M (-40.8%)
278.40M
est: 480.48M (-42.1%)
73.71M
est: 405.77M (-81.8%)
157.95M
est: 423.46M (-62.7%)
-5.17M
est: 427.50M (-101.2%)
226.52M
-321.56M
est: 363.45M (-188.5%)
61.06M
est: 388.72M (-84.3%)
449.67M
446.99M – 452.35M
+15.7% YoY
544.69M
536.34M – 553.03M
+21.1% YoY
624.20M
621.53M – 626.86M
+14.6% YoY
SGA
1.24B
est: 1.39B (-11.1%)
1.27B
est: 1.39B (-8.2%)
1.49B
est: 1.40B (+6.7%)
1.56B
est: 1.48B (+5.1%)
1.69B
est: 1.54B (+9.9%)
1.66B
est: 1.74B (-4.2%)
1.20B
est: 1.72B (-30.3%)
1.97B
est: 1.74B (+13.1%)
1.74B
1.73B – 1.75B
-0.1% YoY
1.84B
1.83B – 1.84B
+5.5% YoY
1.95B
1.94B – 1.95B
+6.0% YoY
EPS
0.39
est: 0.63 (-38.1%)
0.47
est: 0.81 (-41.7%)
0.12
est: 0.68 (-82.4%)
0.27
est: 0.71 (-62.0%)
-0.01
est: 0.72 (-101.2%)
0.38
-0.54
est: 0.61 (-188.5%)
0.10
est: 0.65 (-84.7%)
0.75
0.75 – 0.76
+15.7% YoY
0.91
0.90 – 0.93
+21.1% YoY
1.05
1.04 – 1.05
+14.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-28 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-27 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-26 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-25 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-22 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-21 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-20 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-19 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-18 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-14 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-13 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-12 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-11 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-08 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-07 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-06 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-05 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-05-04 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-04-30 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-04-29 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-04-28 B+ 3/5 5/5 2/5 3/5 2/5 1/5 5/5
2026-04-24 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5
2026-04-23 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5
2026-04-22 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5
2026-04-21 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5
2026-04-20 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5
2026-04-17 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5
2026-04-16 B+ 3/5 5/5 2/5 4/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
901.18M
OE per share TTM
1.51
Owner's Yield
36.01%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
18.7%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 2 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional - Emerging Markets ex China Core Equity ETF DEXC 0.00% 376.95 0.56%
2 Dimensional - Emerging Markets Core Equity 2 ETF DFEM 0.00% 1.1K 0.39%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
79.0K
Shares Outstanding
608.87M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Charl Benjamin De Villiers Chief Executive Officer & Executive Director 7M male
Cornel Lodewyks Executive Director 6M male
Terri Lee Ladbrooke Chief Financial Officer & Executive Director 5M female
Daniel Jacobs Chief Executive Officer of Ambassador Foods male
Paul Jibson Chief Executive of Cape Herb & Spice male
Zinhle Zondi Company Secretary female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits