Retail (Textiles and Household Goods): approx. 60%
Electronics and Household Appliances: approx. 25%
Financial Services: approx. 15%

South Africa: approx. 70%
Namibia: approx. 10%
Botswana: approx. 5%

Pepkor Holdings Limited generates the majority of its revenue from retail, particularly through the sale of textiles and household goods. Electronics and household appliances as well as financial services also contribute significantly to the income.

The South African market is the dominant market for Pepkor, followed by Namibia and Botswana. These markets are crucial for the company as they account for the largest portion of revenue and are strategically important for regional expansion.

Production Sites: South Africa, Asia (especially China and Bangladesh)

Pepkor Holdings Limited produces a large part of its products in South Africa to support the local economy and optimize supply chains. In addition, the company sources goods from Asian countries such as China and Bangladesh to benefit from cost advantages there.

This strategy enables Pepkor to offer competitive prices while also tapping into global production capacities.

Revenue Growth: Estimated 8-10% annually (2025, based on historical data and market trends)

Profit Growth: Estimated 6-8% annually (2025, based on historical data and market trends)

Pepkor Holdings Limited is pursuing a growth strategy based on expanding its retail network and diversifying its product range. The company plans to strengthen its presence in existing markets while also entering new markets in Africa.

Another focus is on digitization and improving its e-commerce platforms to meet changing consumer preferences. By investing in technology and logistics, Pepkor aims to increase efficiency and enhance the customer experience.

Additionally, the company is leveraging strategic partnerships and acquisitions to expand its product offering and reach new customer segments. These measures are intended to secure revenue and profit growth in the coming years.

Main Imported Raw Materials: Textiles, electronic components, furniture materials

Main Supplier Countries: China, Vietnam, India

Pepkor Holdings Limited, a leading retail company in South Africa, imports a variety of raw materials and materials to support its product range. Textiles and clothing materials are the most significant imported goods, as the company has a strong presence in fashion retail. These materials are mainly sourced from China and Vietnam, known for their cost-effective and efficient textile production.

In addition, Pepkor imports electronic components needed for the sale of household appliances and consumer electronics. These components also mainly come from China, one of the world's largest producers of electronics.

Furniture materials needed for the manufacturing and sale of furniture in their retail stores are often imported from India, known for its wood processing and furniture production.

These import strategies enable Pepkor to maintain competitive prices and offer a wide range of products.

Market share in retail: 15% (estimated 2025)
Revenue growth: 8% (2024)
EBITDA margin: 12% (2024)

Pepkor Holdings Limited has a significant competitive advantage in the South African retail market, especially in the area of affordable clothing and household goods. The company benefits from a strong brand presence and an extensive store network, enabling it to reach a broad customer base.

The EBITDA margin of 12% shows that Pepkor operates efficiently and is able to remain profitable despite intense competition in the retail sector. This is supported by continuous cost efficiency measures and an optimized supply chain.

Additionally, the 8% revenue growth in 2024 contributes to strengthening the market position. This is attributed to successful expansion into new markets and adapting to changing consumer trends. Pepkor is also investing in digital transformation and e-commerce to further enhance its competitiveness.

Institutional Investor Share: 55% (estimated for 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Pepkor Holdings Limited is estimated to be around 55%. This demonstrates a strong trust from institutional investors in the company, which often indicates a stable financial performance and positive future prospects.

No significant insider buys or sells were reported for the year 2025. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to change their holdings.

Market share of Pepkor Holdings Limited: Estimate 12% (2025)

Top competitors and their market shares:

1. Shoprite Holdings: Estimate 25%
2. Pick n Pay Stores: Estimate 18%
3. Woolworths Holdings: Estimate 15%
4. Spar Group: Estimate 14%
5. Pepkor Holdings Limited: Estimate 12%
6. Massmart Holdings: Estimate 10%
7. Mr Price Group: Estimate 6%

Pepkor Holdings Limited has a significant market share in the South African retail sector, especially in the clothing and household goods segments. Pepkor's moat lies in its strong brand presence and extensive store network, which appeals to a broad customer base.

Compared to its competitors, Pepkor has the advantage of being present in various price segments, allowing it to attract a diversified customer base. However, companies like Shoprite and Pick n Pay have a stronger moat in the form of extensive food offerings and a larger geographic presence, giving them a competitive edge.

Pepkor must continue to invest in innovation and customer retention to maintain and expand its market share, especially given the strong competition and changing consumer preferences.

Revenue Growth: 8.2% (2024) Profit Growth: 10.5% (2024) Market Share in Retail: 15% (2024, estimated)

Pepkor Holdings Limited recorded solid revenue growth of 8.2% in 2024, attributed to strong demand in its core markets and effective expansion into new regions. The 10.5% profit growth indicates that the company was able to increase its efficiency, pointing to an improved cost structure and operational excellence.

The company has expanded its market share in retail to an estimated 15%, indicating successful implementation of growth strategies and a strong brand presence. These factors suggest that Pepkor Holdings is well positioned to continue benefiting from market trends.

Analysts view the company as well positioned to benefit from the growing consumer demand in emerging markets, offering long-term positive prospects for investors. Innovation capability and adaptation to changing consumer preferences are also crucial factors supporting the potential for future growth.

Dividend yield: 3.5% (2024)
Dividend history: Stable payouts in the last 5 years

Pepkor Holdings Limited has been paying a consistent dividend in recent years. The dividend yield was last around 3.5%, which is competitive compared to other companies in the retail industry.

The reliability of the payout is supported by Pepkor's stable financial performance and solid market position. The company has managed to maintain its dividend policy even in economically challenging times, indicating strong operational efficiency and a robust business model. Analysts expect Pepkor to continue its reliable dividend policy in the coming years, barring any unforeseen economic turbulence.