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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.
Remgro
Remgro (REM) investor relations material
Remgro H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary21 Sep, 2026
Executive summary
Headline earnings rose 42.3% to ZAR 11.1 billion, with headline EPS up 42.2% to ZAR 20.03 year-over-year, driven by strong operational performance and portfolio optimization.
Ordinary dividend per share increased by 73% to ZAR 5.95, with a special dividend of ZAR 5.50 per share declared, totaling ZAR 11.45 per share for the year.
Portfolio transformation and simplification continued, including the Maziv-Vodacom merger, Mediclinic restructuring, and exit from FirstRand, resulting in a more focused and resilient asset base.
Major contributors to performance included Mediclinic, Rainbow, OUTsurance, CIVH, and Heineken Beverages, with over 90% of INAV reporting earnings growth.
Sustained operational improvements and value creation across core investees, with strong cash generation at the center.
Financial highlights
Headline earnings up 42.3% to ZAR 11.1 billion; excluding once-offs, up 29.3% to ZAR 10.1 billion.
Headline earnings per share: ZAR 20.03, up 42.2% year-over-year; adjusted HEPS (excluding once-offs): ZAR 18.19, up 29.1%.
INAV per share increased 4.6% to ZAR 305.80; total growth including distributions was 8.9%.
Free cash flow at the center up 105.6% to ZAR 8.3 billion; adjusted free cash flow per share up 28.6% to ZAR 8.91.
Cash at the center rose to ZAR 20.4 billion at year-end, up 143.6% year-over-year, further increased to ZAR 22.5 billion post-year-end.
Outlook and guidance
Focus shifts from portfolio transformation to value compounding, leveraging a strong balance sheet and simplified portfolio.
Continued disciplined capital allocation, with priorities on performance, growth opportunities, and sustainability.
AI identified as a key lever for accelerating strategic execution across the portfolio.
Dividend guidance maintained at 1.5x adjusted free cash flow cover.
Group positioned for resilience and optionality amid ongoing macroeconomic volatility and geopolitical risks.
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Latest events from Remgro
- Headline earnings per share up 38.5% to 931c, interim dividend up 80.2% to 173c.REM
H1 2026 - HEPS expected to rise 36%–41% year-over-year for the six months ended 31 December 2025.REMH1 2026 TU
- Headline earnings up 38.6% and ordinary dividend up 30.3%, with strong core growth.REMH2 2025
- Maziv's ZAR 38.75bn deal advances with regulatory support, CapEx, and BEE commitments.REMInvestor Update
- All resolutions passed as shareholders discussed governance, strategy, and global risks.REMAGM 2024
- Headline earnings down 20%, dividend up 10%, with strong OUTsurance and RCL Foods results.REMH2 2024
- Strategic focus on private assets, active management, and growth in healthcare and fibre.REMCMD 2025
- Headline earnings up 38.7%, INAV per share up 10.3%, and dividend up 20%.REMH1 2025
Next Remgro earnings date
AGM 202630 Nov, 2026
Remgro
Next Remgro earnings date
AGM 202630 Nov, 2026
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Frequently asked questions
Remgro Limited is a South Africa-based investment holding company with a diversified portfolio spanning various industries. The company holds significant interests in sectors such as healthcare, consumer products, financial services, industrials, infrastructure, and media. Remgro operates primarily as a long-term investor, providing strategic oversight and capital support to its portfolio companies. Its investments include both listed and unlisted entities, primarily within South Africa but also in selected international markets. The company is headquartered in Stellenbosch, South Africa, and its shares are listed on the JSE.