Remgro Share Price JSE Powers to 2016 Peaks on 39% FY2025 Growth, Eyes ATH at R200
Johann Rupert’s Remgro has delivered one of its most powerful earnings rebounds in years, fueled by stronger portfolio performance, reduced
Quick overview
- Remgro has reported a significant earnings rebound, with headline earnings surging 38.6% to R7.83 billion for FY2025.
- The company anticipates a sharp increase in headline earnings per share, projected to rise between 33% and 43% for the year ended June.
- Over 80% of Remgro's portfolio companies showed growth, with standout contributions from Mediclinic, OUTsurance, Rainbow Chicken, and RCL Foods.
- Remgro's share price has rallied significantly, reflecting investor confidence and a strong recovery trajectory.
Johann Rupert’s Remgro has delivered one of its most powerful earnings rebounds in years, fueled by stronger portfolio performance, reduced financing costs, and improved investor confidence.
Anticipated Surge in Earnings
Ahead of its official interim results release on September 23, 2025, on the JSE’s SENS platform, Remgro had already guided for a sharp increase in headline earnings. The company projected headline earnings per share (HEPS) to rise between 33% and 43% for the year ended June. This outlook was driven by stronger results across its investee companies, the fading of one-off negative factors from the prior year, and significantly lower financing costs.
Broad-Based Portfolio Strength
The earnings momentum was underpinned by improved performance across more than 80% of Remgro’s portfolio. Several companies emerged as key contributors, including Mediclinic, OUTsurance, Rainbow Chicken, and RCL Foods, all of which recorded notable operational improvements. As a result, headline earnings climbed 38.6% year on year to R7.83 billion, while HEPS rose 38.4% to R14.09.
Remgro Delivers Strong FY2025 Earnings Growth
Intro:
Remgro reported a sharp improvement in full-year results, with headline earnings and dividends both recording notable gains on broad-based portfolio strength.
Headline and Total Earnings
- Headline earnings surged 38.6% to R7.827 billion, up from R5.647 billion in 2024.
- Headline earnings per share (HEPS) climbed 38.4% to R14.09, versus R10.18 in the prior year.
- Total earnings more than doubled to R3.3 billion (2024: R1.241 billion).
Portfolio Performance
- Over 80% of Remgro’s portfolio companies achieved growth in headline earnings.
- Strong contributions came from Mediclinic, OUTsurance, Rainbow Chicken, and RCL Foods, which were standout performers.
- Management noted “sustained momentum” across the portfolio as a key driver of the earnings surge.
Dividend Payout
- Declared a gross ordinary dividend of 344 cents per share, compared with 264 cents in 2024.
- Announced an additional bonus dividend of 200 cents, lifting the total dividend for FY2025 above R5 per share.
Management Commentary
- Carel Vosloo, head of investment activity, said the results reflect a “step in the right direction” following last year’s performance, signaling stronger growth prospects ahead.
Market Response and Share Price Rally
The upbeat earnings guidance and subsequent strong results translated directly into market enthusiasm. Remgro’s share price surged from R167 at the start of the week to R181.24, marking its highest level since early 2016, before easing slightly. So far in 2025, the stock is up 14.7%, reflecting both recovery from late-2024 declines and confidence in the group’s long-term trajectory.
REMJ Chart Monthly – Heading to 2015 Highs
From a technical perspective, the share price has rebounded convincingly from its 200-month SMA and now trades close to the historic highs of 2015 around R200. This resilience underscores investors’ renewed belief in Remgro’s diversified portfolio and earnings potential.
Outlook: Positioned for Sustained Growth
With sharply higher profitability, broad-based portfolio gains, and a stronger dividend payout, Remgro’s FY2025 results signal a powerful recovery. Supported by resilient underlying businesses and improved financial efficiency, the group appears well placed to extend its growth momentum into the next financial year.
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