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Remgro Limited (REM.JO)

ZAc18,937.00 -179.00 (-0.94%)
ZA JNB Financial Services Asset Management
Address Millennia Park 7600
Stellenbosch, ZA
CEO Jan Jonathan Durand MPh
Website remgro.com
IPO 2000-01-04
ISIN ZAE000026480

Explore sections of this company profile

Also trades on Johannesburg Stock Exchange · REM.JO (ZAc) Other OTC · RMGOF (USD)
Description

Remgro Limited, founded in 1948 and based in Stellenbosch, South Africa, operates as a core investment holding entity. The company directs its capital towards a diverse range of industries, encompassing financial services, food, alcoholic beverages and household goods, banking, insurance, manufacturing, healthcare, infrastructure, IT infrastructure services, media, and sports. Its investment scope is international, seeking opportunities for its portfolio entities across Africa, the UAE, the UK, Switzerland, and various other global territories. Remgro’s strategy typically involves securing a substantial degree of influence and board representation within its investments. Crucially, its involvement centres on providing strategic guidance and backing, refraining from direct day-to-day management of the operational units of its investee businesses.

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
ZAc18,937.00 -179.00 (-0.94%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.30
Float Shares
498.94M
Free Float %
89.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.34% -0.24% -2.14% -1.75% +9.58% +4.90% +19.35% +45.15% +59.24% -20.17% -73.96%
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
18,937.00
DCF (Unlevered) 5,840.11 -69.2%
DCF (Levered) 6,349.79 -66.5%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.19
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
0 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +1.1% Q4'25: +6.8% (vs Q4'23)
  • EPS growth Asset Management: +22.7%
    +170.6% Q4'25: +286.7% (vs Q4'23)
  • FCF margin FCF growth · Asset Management: +27.7%
    +3.0% Q4'25: +17.9% (vs Q4'23)
  • EBIT margin Asset Management: +50.6%
    +5.7% Q4'25: +7.4% (vs Q4'23)
  • ROIC Asset Management: +6.5%
    +1.6% Q4'25: +6.2% (vs Q4'23)
  • Share dilution Asset Management: +0.0%
    -1.6% Q4'25: +0.3% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    1.12× Q4'25: 0.48× (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 (0.34) × ERP
WACC = 96% × Ke + 4% × Kd (10.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5,840.11 Current price: 18,937.00
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 Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
1 Rev. Ana.
2 EPS Ana.
Jun 2027
1 Rev. Ana.
2 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
25.80B
est: 25.61B (+0.8%)
27.77B
est: 25.74B (+7.9%)
27.66B
est: 28.37B (-2.5%)
31.23B
est: 37.20B (-16.1%)
58.31B
est: 30.76B (+89.6%)
54.78B
est: 32.63B (+67.9%)
66.17B
est: 36.97B (+79.0%)
76.74B
est: 72.35B (+6.1%)
50.30B
est: 45.87B (+9.7%)
52.44B
est: 47.67B (+10.0%)
52.99B
est: 50.38B (+5.2%)
53.27B
53.27B – 53.27B
+5.7% YoY
49.56B
49.56B – 49.56B
-7.0% YoY
47.92B
47.92B – 47.92B
-3.3% YoY
EBITDA
3.18B
est: 2.04B (+56.4%)
887.00M
est: 2.05B (-56.6%)
3.32B
est: 2.25B (+47.0%)
8.49B
est: 2.96B (+187.1%)
-827.00M
est: 2.44B (-133.8%)
4.63B
est: 2.59B (+78.5%)
8.32B
est: 2.94B (+183.2%)
4.86B
est: 5.75B (-15.4%)
4.94B
est: 3.65B (+35.6%)
1.49B
est: 3.79B (-60.7%)
4.32B
est: 4.00B (+7.9%)
4.23B
4.23B – 4.23B
+5.7% YoY
3.94B
3.94B – 3.94B
-7.0% YoY
3.81B
3.81B – 3.81B
-3.3% YoY
EBIT
2.46B
est: 1.42B (+72.8%)
41.00M
est: 1.43B (-97.1%)
2.45B
est: 1.58B (+55.1%)
7.51B
est: 2.07B (+263.1%)
-2.62B
est: 1.71B (-253.2%)
2.43B
est: 1.81B (+33.9%)
6.12B
est: 2.05B (+197.9%)
3.69B
est: 4.02B (-8.4%)
4.24B
est: 2.55B (+66.4%)
364.00M
est: 2.65B (-86.3%)
3.03B
est: 2.80B (+8.2%)
2.96B
2.96B – 2.96B
+5.7% YoY
2.75B
2.75B – 2.75B
-7.0% YoY
2.66B
2.66B – 2.66B
-3.3% YoY
Net Income
8.72B
est: 6.02B (+44.9%)
5.39B
est: 5.44B (-1.0%)
8.43B
est: 5.84B (+44.5%)
8.94B
est: 6.21B (+44.1%)
-5.08B
est: 6.16B (-182.6%)
100.00M
est: 2.49B (-96.0%)
3.55B
est: 3.14B (+13.2%)
4.00B
est: 6.31B (-36.7%)
9.62B
est: 7.00B (+37.4%)
1.24B
est: 5.66B (-78.1%)
3.30B
est: 5.71B (-42.2%)
10.06B
10.05B – 10.07B
+76.2% YoY
10.86B
10.63B – 11.10B
+8.0% YoY
11.79B
11.79B – 11.79B
+8.5% YoY
SGA
4.28B
est: 2.74B (+56.2%)
4.78B
est: 2.75B (+73.9%)
4.62B
est: 3.03B (+52.4%)
4.81B
est: 3.98B (+20.9%)
2.33B
est: 3.29B (-29.0%)
1.89B
est: 3.49B (-45.7%)
9.63B
est: 3.95B (+143.8%)
6.37B
est: 7.73B (-17.7%)
7.38B
est: 4.90B (+50.5%)
8.35B
est: 5.10B (+63.8%)
est: 5.38B (-100.0%)
5.69B
5.69B – 5.69B
+5.7% YoY
5.30B
5.30B – 5.30B
-7.0% YoY
5.12B
5.12B – 5.12B
-3.3% YoY
EPS
16.64
est: 10.74 (+55.0%)
10.22
est: 9.71 (+5.2%)
15.23
est: 10.42 (+46.2%)
15.78
est: 11.08 (+42.4%)
-8.99
est: 10.99 (-181.8%)
0.18
est: 4.45 (-96.0%)
6.28
est: 5.60 (+12.2%)
7.09
est: 11.27 (-37.1%)
17.10
est: 12.50 (+36.8%)
2.24
est: 10.29 (-78.2%)
5.90
est: 10.15 (-41.9%)
17.96
17.93 – 17.99
+76.9% YoY
19.39
18.97 – 19.81
+8.0% YoY
21.04
21.04 – 21.04
+8.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-28 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-27 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-26 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-25 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-22 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-21 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-20 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-19 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-18 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-15 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-14 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-05-13 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-12 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-11 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-08 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-07 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-06 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-05 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-05-04 B+ 3/5 3/5 2/5 5/5 3/5 2/5 3/5
2026-04-30 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-29 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-28 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-24 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-23 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-22 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-21 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-20 A- 4/5 3/5 3/5 5/5 3/5 3/5 3/5
2026-04-17 B+ 3/5 3/5 3/5 5/5 2/5 3/5 3/5
2026-04-16 B+ 3/5 3/5 3/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
10.32B
OE per share TTM
18.54
Owner's Yield
9.75%
Maintenance CapEx ratio
9.87%
Maint CapEx / Avg PPE
23.8%

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 113 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares MSCI South Africa ETF EZA 1.92% 10.54M 0.59%
2 iShares MSCI South Africa UCITS ETF USD IRSA.L 1.57% 4.00M 0.65%
3 VanEck Africa Index ETF AFK 0.62% 616.2K 0.76%
4 Rayliant Wilshire NxtGen Emerging Markets Equity ETF RWEM 0.61% 474.3K 0.52%
5 WisdomTree True Emerging Markets Fund XC 0.22% 177.2K 0.32%
6 KraneShares MSCI Emerging Markets ex China Index ETF KEMX 0.17% 216.8K 0.59%
7 HSBC MSCI Emerging Markets Islamic Screened Capped UCITS ETF HIEM.SW 0.14% 248.7K 0.35%
8 iShares MSCI EM Islamic UCITS ETF ISDE.L 0.13% 998.5K 0.35%
9 Avantis Responsible Emerging Markets Equity ETF AVSE 0.10% 220.7K 0.33%
10 iShares ESG Advanced MSCI EM ETF EMXF 0.10% 161.7K 0.16%

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
17.51M
Shares Outstanding
556.10M

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
Jan Jonathan Durand Chairman of Management Board, Chief Executive Officer & Executive Director 19M male
Petrus Johannes Uys Head of Strategic Investment & Member of Management Board 9M male
Neville J. Williams Bcomm Chief Financial Officer, Member of Management Board & Executive Director 8M male
Carel Petrus Francois Vosloo Chief Investment Officer, Member of the Management Board & Alternate Executive Director 7M male
Mariza Lubbe Chief Compliance and Operations Officer, Member of Management Board & Executive Director 5M female
Pieter Rudolf Louw Corporate Finance & Member of the Management Board 5M male
Lwanda Zingitwa Investments & Investor Relations Executive female
Luche Joubert Head of Legal, Trademark Department & Company Secretary male
Jan J. du Toit Officer of New Investments & Venture Capital and Member of Management Board male
Deon Annandale Head of Internal Audit & Chief Audit Executive male
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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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits