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Clicks Group (CLS) investor relations material
Clicks Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary23 Oct, 2025
Executive summary
Delivered diluted headline EPS growth of 14.1% year-over-year, within guidance, and return on equity of 49.2%.
Group turnover increased by 5.3%, with retail turnover up 6% and strong cash inflows of ZAR 6.6 billion.
Opened net 55 Clicks stores and 60 pharmacies, reaching 990 stores and 780 pharmacies; Clubcard active members rose to 12.6 million, contributing 82.6% of sales.
Maintained market share gains in core health, beauty, and baby categories despite subdued trading and inflation.
Celebrated 30 years of ClubCard, confirmed as most used in South Africa.
Financial highlights
Diluted headline EPS increased to ZAR 1,362.00, up 14.1% year-over-year.
Dividend per share up 14.2% to ZAR 8.86, with a 65% payout ratio.
Group trading margin rose 60 basis points to 9.8%; retail margin improved 30 basis points to 10.5%.
Total income margin up 90 basis points, driven by private-label growth and supply chain efficiencies.
Cash generated by operations was ZAR 6.6 billion; ZAR 2.7 billion returned to shareholders via dividends and buybacks.
Outlook and guidance
Plan to open 40-50 new stores and pharmacies in FY2026, aiming for 1,200 stores medium-term.
CapEx of ZAR 1.3–1.4 billion per annum planned, focused on store expansion, IT, and infrastructure.
Inflation expected to remain low; continued focus on value, convenience, and differentiation.
Medium-term targets maintained; no revision planned.
Continued investment in systems, omni-channel, and specialised pharmacy formats.
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Next Clicks Group earnings date
H1 202615 Apr, 2026
Next Clicks Group earnings date
H1 202615 Apr, 2026
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Frequently asked questions
Clicks Group Limited is a South Africa-based retail-led healthcare company specializing in pharmacy, health, and beauty products. The company operates a range of retail brands, with its flagship brand, Clicks, being a prominent health and beauty retailer offering pharmacy services, personal care, and wellness products. Clicks Group also owns UPD, a pharmaceutical wholesaler and distributor, serving private and public healthcare sectors. The company’s retail and distribution network focuses on accessible healthcare and consumer products throughout South Africa. The company is headquartered in Cape Town, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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