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Lewis Group (LEW) investor relations material
Lewis Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Nov, 2025
Executive summary
Revenue increased 11.3% year-over-year, with merchandise sales up 6.7% and other revenue up 16.7%.
Operating profit rose 21.4%, with margin expanding by 250bps to 20.7%.
Interim dividend increased by 12.3% to 337 cents per share, maintaining a strong payout history.
Headline earnings per share increased 16.8% to 648 cents; EPS grew 13.8% to 619 cents.
Store base expanded to 958, with 40 new stores opened, including 28 Real Beds outlets.
Financial highlights
Gross profit margin at 41.0%, in the middle of the target range.
Debtors book grew 14.0% to R8.53bn, with collections up 14.1% and satisfactory paid accounts at 82.7%.
Net profit attributable to shareholders was R320 million, up from R283 million.
Dividend payout ratio consistently above 55%, with a five-year average yield of 10.5%.
Operating costs increased 10.0% and debtor costs rose 12.9%.
Outlook and guidance
Management plans to open 15–20 additional stores in H2, mainly in specialist bedding brands.
Expect to maintain a 41% gross profit margin and operating margin within target range in the second half.
Discretionary spending expected to remain constrained; focus remains on credit sales and market share gains.
Marketing campaigns and new merchandise ranges to support festive sales.
Management aims to exceed last year's strong second-half profit base.
What mitigates 70% downside ECL scenario?
Speciality segment path to profitability
How will JIBAR to ZARONIA transition impact costs?
Update on Shoprite-Pepkor merger intervention
Rationale for pausing share buybacks
Specialty segment operating margin target timeline
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Next Lewis Group earnings date
H2 202628 May, 2026
Next Lewis Group earnings date
H2 202628 May, 2026
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Frequently asked questions
Lewis Group Limited is a prominent retailer in South Africa, specializing in the sale of furniture, home appliances, electronic goods, and homewares. The company operates through various trading brands including Lewis, Best Home and Electric, Beares, and United Furniture Outlets (UFO), targeting different segments of the market. Lewis, with roughly 500 stores, is the largest furniture chain in the country, catering primarily to the middle to lower-income markets. Beares focuses on customers in higher income brackets, whereas Best Home and Electric provides a range of home appliances and furniture. UFO, targeting the luxury segment, offers high-end furniture options. The company is headquartered in Cape Town, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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