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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Italtile Limited
Italtile Limited (ITE) investor relations material
Italtile Limited H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary24 Aug, 2026
Executive summary
System-wide turnover increased 0.6% to R11.3 billion year-over-year, with stable performance across most business units except for Ceramic Industries, which faced significant margin pressure from competition and cost increases.
Trading profit declined 10.4% to R1.8 billion, and earnings per share fell 10% to 113.1 cents compared to the prior year.
Net asset value per share decreased 7% to 653.6 cents, and net cash declined 21% to R1.7 billion, mainly due to share buybacks, higher capex, and dividend payments.
The group declared a final ordinary dividend of 45.0 cents per share (down 10%) and a special dividend of 25.0 cents per share (down from 98.0 cents).
Financial highlights
Revenue from group-owned stores and entities decreased 1.2% to R8.8 billion year-over-year.
Gross margin declined to 38.9% from 39.9% in the prior year.
Headline earnings per share dropped 9.4% to 113.4 cents.
Cash generated by operations was R2.54 billion, down from R2.67 billion.
Capital expenditure rose to R443 million from R234 million, focused on property and factory upgrades.
Outlook and guidance
Management expects subdued growth, margin, and profitability in the coming year due to ongoing geopolitical conflict, inflation, and weak consumer confidence.
Provisional anti-dumping duties on imported tiles are expected to provide some relief, but benefits will be gradual.
Strategic focus will be on customer satisfaction, cost reduction, execution excellence, and leveraging AI for operational improvements.
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Latest events from Italtile Limited
- EPS and HEPS expected to decline 7.5–12.7% amid margin pressure and record dividend payout.ITE
H2 2026 TU - Trading profit and EPS fell 14% amid flat turnover and ongoing margin pressure.ITEH1 2026
- Turnover down 2%, trading profit stable, cash up 18%, and dividends up 17% year-over-year.ITEH2 2025
- Trading profit fell 11% as margin pressure persisted, but strong cash reserves enabled a special dividend.ITEH2 2024
- Trading profit up 3% and EPS up 4.5% despite 1% turnover decline; 28c dividend declared.ITEH1 2025
Next Italtile Limited earnings date
H1 20271 Mar, 2027
Italtile Limited
Next Italtile Limited earnings date
H1 20271 Mar, 2027
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Frequently asked questions
Italtile Limited, founded in 1969, is a South African company that has grown into a leading manufacturer, franchisor, and retailer of tiles, bathroomware, and other related home-finishing products. The group boasts a strategic portfolio of retail brands including CTM, Italtile Retail, TopT, and U-Light, operated through a network of over 200 stores across South Africa and other parts of Africa. This network is strategically supported by a vertically integrated supply chain, which includes International Tap Distributors (an importer and distributor of brassware and accessories), Cedar Point (an importer and distributor of laminate and vinyl floorboards, bathroom furniture, shower enclosures, sanitaryware, décor, and other home finishing products), as well as manufacturing operations through Ceramic Industries (Pty) Ltd for tile and sanitaryware manufacturing and Ezee Tile Adhesive Manufacturers (Pty) Ltd for the production of adhesives, grout, paint, and related products. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Johannesburg Stock Exchange.