Health and pharmacy products: approx. 60%
Cosmetics and personal care: approx. 25%
Home and household products: approx. 15%

Top 3 markets:

1. South Africa: approx. 85%
2. Namibia: approx. 10%
3. Botswana: approx. 5%

Dis-Chem Pharmacies Limited generates the majority of its revenue from the sale of health and pharmacy products, followed by cosmetics and personal care items, as well as home and household products. The main market for Dis-Chem is South Africa, where the company has established a strong presence and brand awareness. Namibia and Botswana are also important markets, but with significantly lower revenue shares. This distribution reflects the geographical concentration and the company's focus on the South African market.

Production Sites: South Africa

Dis-Chem Pharmacies Limited produces the majority of its products in South Africa. The company is known for its pharmacy chain and offers a variety of health and beauty products. Production mainly takes place locally to ensure efficient supply to the South African markets and keep supply chains short. This allows Dis-Chem to quickly respond to market changes and optimize costs.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025)

Dis-Chem Pharmacies Limited is pursuing a growth strategy based on expanding its store network and strengthening its e-commerce platform. The company plans to increase its physical presence by opening new pharmacies in strategic locations to enhance market penetration.

In addition, Dis-Chem is investing in digitization and improving its online services to capitalize on the growing trend of online shopping. This includes optimizing the supply chain and enhancing customer loyalty through personalized offers and services.

Another focus is on diversifying the product range, especially in the health and wellness products sector, to tap into new customer segments and reduce dependence on traditional pharmacy products.

Main Imported Raw Materials/Components: Pharmaceutical active ingredients, packaging materials, cosmetic components

Countries of Origin: India, China, Germany, USA

Dis-Chem Pharmacies Limited imports a variety of raw materials and components necessary for the production and distribution of their products. These include pharmaceutical active ingredients, primarily sourced from India and China, as these countries are leading in the production of generics and pharmaceutical raw materials.

Packaging materials and certain cosmetic components are often imported from Germany and the USA. These countries are known for their high-quality packaging solutions and innovative cosmetic ingredients that meet Dis-Chem's quality standards.

Diversifying the sources of supply enables Dis-Chem to optimize costs while ensuring the quality and availability of their products.

Market share: 23% (estimated for 2026)
Revenue growth: 8.5% (2025)
EBITDA margin: 7.2% (2025)

Dis-Chem Pharmacies Limited has a significant competitive advantage in the South African market, especially due to its strong brand awareness and extensive store network. The company benefits from a wide range of products, including both pharmaceutical and non-pharmaceutical products, which enhances customer loyalty.

Another advantage is the vertical integration, which allows Dis-Chem to reduce costs and improve margins. The EBITDA margin of 7.2% demonstrates solid operational efficiency compared to many competitors.

Furthermore, Dis-Chem continuously invests in digital platforms and e-commerce to meet changing consumer preferences, supporting the revenue growth of 8.5% in 2025. These strategic initiatives position the company well to capitalize on future market opportunities and further enhance its competitive advantage.

Institutional Investor Share: approximately 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Dis-Chem Pharmacies Limited is around 45%, indicating a solid trust from institutional investors in the company. These investors play a crucial role in the stability and long-term growth of the company.

Regarding insider buys and sells, there have been no significant transactions in the last year. This could suggest that the management has confidence in the current strategy and direction of the company. The lack of insider sells can be seen as a positive signal, indicating that executives and insiders believe in the future success of the company.

Market share of Dis-Chem Pharmacies Limited: approximately 22% (2026, estimated)

Main competitors and their market share:

1. Clicks Group Limited: approximately 30%
2. Shoprite Holdings (MediRite): approximately 15%
3. Pick n Pay (Pharmacy): approximately 10%
4. Spar Group (Pharmacy): approximately 8%
5. Netcare Pharmacies: approximately 5%

Moat of Dis-Chem Pharmacies Limited:

Dis-Chem Pharmacies Limited has a significant moat characterized by strong brand recognition and an extensive store network. Customer loyalty is reinforced by a wide range of health and beauty products as well as an attractive loyalty program.

Compared to its competitors, Dis-Chem benefits from a well-established customer service and a strong presence in urban areas, facilitating access to a large customer base. Vertical integration in the supply chain also enables cost efficiencies that have a positive impact on margins.

However, Clicks Group Limited has a comparable, if not stronger, moat, especially due to its extensive product range and strong market position in the health and beauty products sector. Clicks also benefits from high brand loyalty and an effective online distribution channel, which is a crucial advantage in today's digital world.

Overall, Dis-Chem has a significant moat, but the competition is intense, and competitors, especially Clicks, also have strong strategic advantages.

Revenue growth: 8.5% (2025) Profit growth: 10.2% (2025) Market share in the South African pharmacy market: 23% (2025)

Dis-Chem Pharmacies Limited has recorded solid revenue and profit growth in recent years. The company benefits from a strong market position and a growing market share in the South African pharmacy market.

Expansion into new business areas, such as healthcare services and digital platforms, further supports the growth potential. Continuous investment in infrastructure and expanding the product range strengthen Dis-Chem's competitiveness.

Given these factors, the stock of Dis-Chem Pharmacies Limited could represent an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (2025)
Dividend History: Continuous payout for several years

Dis-Chem Pharmacies Limited has regularly distributed dividends in recent years. The dividend yield was around 3.5% in 2025. The company has a solid history of dividend payments, indicating a reliable payout.

The stability of dividend payments is supported by Dis-Chem's steady revenue growth and strong market position. Analysts believe that the company will continue to pay dividends in the coming years, provided that no significant market changes occur.