Historical teaching case · prepared as of 2026-06-27 · not maintained to track the company · educational material, not investment advice · capital at risk
TRU.JOTruworths International LtdZAR 56·ZAR 21bnMIFP 5yimplied 2.6%base ZAR 67+20.3%
TRU.JO

Truworths International Ltd

Consumer Discretionary·ZAR·OM-3·FY2025 base·as of 2026-06-27
Cyclical recoveryMed convictionMargin pressureExecution risk
What the market expects
MIFP5 yrsimplied forecast period
Implied growth2.6%rev CAGR priced in
Implied op margin19.6%year-5 priced in
Market priceZAR 56mcap ZAR 21bn
The analyst answers
Base caseZAR 67+20.3% vs mkt
UpsideZAR 72+29.0%
DownsideZAR 53-5.2%
Published 8/2/2026 · OM-3 · schema v1 · commit 374db5fMarket-implied expectations
The market
The analyst
Yours