PADINI HOLDINGS BHD
KLSE (MYR): PADINI (7052)
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Last Price
3.52
Today's Change
-0.01 (0.28%)
Day's Change
3.52 - 3.54
Trading Volume
29,800
Financial
Market Cap
Market Cap
2,316 Million
NOSH
658 Million
Latest Quarter
Latest Quarter
30-Jun-2024 [#4]
Announcement Date
27-Aug-2024
Next Quarter
30-Sep-2024
Est. Ann. Date
30-Nov-2024
Est. Ann. Due Date
29-Nov-2024
QoQ | YoY
-35.08% | -54.09%
T4Q Result
Revenue | NP to SH
1,918,847.000 | 146,595.000
RPS | P/RPS
291.66 Cent | 1.21
EPS | P/E | EY
22.28 Cent | 15.80 | 6.33%
DPS | DY | Payout %
11.50 Cent | 3.27% | 51.61%
NAPS | P/NAPS
1.69 | 2.08
QoQ | YoY
-17.45% | -34.17%
NP Margin | ROE
7.64% | 13.18%
F.Y. | Ann. Date
30-Jun-2024 | 27-Aug-2024
Latest Audited Result
Latest Audited Result
30-Jun-2024
Announcement Date
25-Oct-2024
Next Audited Result
30-Jun-2025
Est. Ann. Date
25-Oct-2025
Est. Ann. Due Date
27-Dec-2025
Annual (Unaudited)
Revenue | NP to SH
1,918,847.000 | 146,595.000
RPS | P/RPS
291.66 Cent | 1.21
EPS | P/E | EY
22.28 Cent | 15.80 | 6.33%
DPS | DY | Payout %
11.50 Cent | 3.27% | 51.61%
NAPS | P/NAPS
1.69 | 2.08
YoY
-34.17%
NP Margin | ROE
7.64% | 13.18%
F.Y. | Ann. Date
30-Jun-2024 | 27-Aug-2024
Annualized Result
Revenue | NP to SH
1,918,847.000 | 146,595.000
RPS | P/RPS
291.66 Cent | 1.21
EPS | P/E | EY
22.28 Cent | 15.80 | 6.33%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-8.6% | -34.17%
NP Margin | ROE
7.64% | 13.18%
F.Y. | Ann. Date
30-Jun-2024 | 27-Aug-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Dividend Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Continuous Quarters Of Adjusted Dps Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Average ROE | 3.36% | 4.50% | ||
| Average Net Profit Margin | 7.58% | 9.88% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Average ROE | 13.71% | 19.50% | ||
| Average Net Profit Margin | 8.47% | 9.12% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 1,918,847 | 1,918,847 | 1,918,847 | 1,475,595 | 1,488,827 |
| NP to SH | 146,595 | 146,595 | 146,595 | 136,604 | 130,522 |
| Dividend | 75,659 | 75,659 | 75,659 | 65,135 | 56,580 |
| Adjusted EPS | 22.28 | 22.28 | 22.28 | 20.76 | 19.84 |
| Adjusted DPS | 11.50 | 11.50 | 11.50 | 9.90 | 8.60 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | -20.89% | -4.44% | 5.31% | -5.12% | -2.66% |
| NP to Owner | -35.08% | -54.09% | -34.17% | -28.22% | -43.01% |
| Dividend | 60.00% | 0.00% | 0.00% | 39.13% | 39.13% |
| Adjusted EPS | -35.06% | -54.08% | -34.18% | -28.19% | -42.99% |
| Adjusted DPS | 60.00% | 0.00% | 0.00% | 39.13% | 39.13% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0.00% | 28.88% | 30.04% | 0.00% | 28.88% | 30.04% | 5.31% | 28.88% | 30.04% |
| NP to Owner | 0.00% | 12.31% | 7.31% | 0.00% | 12.31% | 7.31% | -34.17% | 12.31% | 7.31% |
| Dividend | 0.00% | 33.72% | 16.16% | 0.00% | 33.72% | 16.16% | 0.00% | 33.72% | 16.16% |
| Adjusted EPS | 0.00% | 12.30% | 7.30% | 0.00% | 12.30% | 7.30% | -34.18% | 12.30% | 7.30% |
| Adjusted DPS | 0.00% | 33.72% | 16.16% | 0.00% | 33.72% | 16.16% | 0.00% | 33.72% | 16.16% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
25 people like this. Showing 50 of 8,724 comments
Padini growth prospects will be at overseas markets after it strengthens its market share in Malaysia with a total of 133 stores here. In comparison, it only has 5 stores in Thailand and 4 in Cambodia. The growth potential in Thailand and Cambodia is tremendous given the huge population there. But retails clothing business in Thailand is highly competitive, so Padini is still trying to figure out how to penetrate this market before it embarks on larger scale of expansion there.
Comparatively, Cambodia is less competitive and offers more room for Padini to expand. Vietnam will be another country for possible expansion for Padini.
2023-06-20 08:54
very good explanation.
if can penetrate Cambodia and Vietnam, then i believe share price will be triple more..
2023-06-20 11:38
In fact, there is still room for Padini to expand its presence locally. Now Padini stores are mainly in big cities and big shopping malls, hence only 133 stores currently in Malaysia. It has the potential to expand into 2nd and 3rd tier cities and towns, given its products are at affordable prices.
Considering that Watson can have 700 pharmacy retail outlets in Malaysia, why not Padini?
2023-06-21 16:56
在出席巴迪尼控股线上汇报会后，我们对巴迪尼未来前景维持乐观看法。
公司首3个季度的同店销售增长（SSSG），按年走高65%，但管理层透露，接下来的4、5月销售将与去年持平，归咎于高通胀与高利率环境，打击消费者情绪。
我们了解到，该公司计划未来在柬埔寨开设两家分店。同时，也积极探索在大马多开设5家新店，以及在泰国开设1至2家新店的可能。
管理层强调，泰国的服饰零售业仍然竞争激烈，但目前并没有关闭任何门店的计划，主要是因为当地部分门店已在今年某些月份开始录得盈利。
2023-06-24 05:32
Bagus, kwsp kutip secara berturut-turut. Yakin Padini akan pecah Rm4 semula
2023-08-10 17:29
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Padini
FY ending 30.6.2023
EPS is at historical high level of 33.85 sen per share.
DPS for this year 11.50 sen per share.
YoY
Revenue 1822m
Gross Profit 718m
GPM 39%
PBT 296m
PBTM 16.2%
EPS 33.85 sen
OPBCWC 419m
Capex 26.4m
Cash 605m
ST Borrowings 3.9m
NA per share RM1.58
ROE 21.4%
Despite retailing being a very challenging sector, Padini seems to be the "king among local retailers", This company has given fantastic returns to those who invested in it from its earlier years, when its price per share was less than 50 sen (adjusted for capital changes to date.)
Wealth is created by finding these companies and staying in them for the long term.
2023-08-25 21:13
MIDF RESEARCH (AUG 29): We attended Padini Holdings Bhd’s virtual briefing and remained optimistic about its FY24’s outlook. The salient highlights include Padini’s high inventory level in 4QFY23. The inventory for 4QFY23 was at RM433.2 million compared to RM137.3 million in 4QFY22. Management highlighted that the impact of slightly higher inventory is manageable, with an inventory turnover of around four months (143 days as at 4QFY23).
In 4QFY23, same-store sales growth decreased by 2%, a notable contrast to the 41% same-store sales growth seen in 3QFY23. However, SSSG for the full year, 12MFY23, increased by 29%.
Average basket size (ABS) remained relatively stable in 4QFY23, with the blended ABS at approximately RM100 per basket, similar to 4QFY22. Meanwhile, ABS for free-standing stores ranged from RM80 to RM90 in 4QFY23.
Padini’s gross profit margin increased from 38.5% in 12MFY22 to 39.4% in 12MFY23. This was primarily due to price hikes on certain products over the years. Looking ahead, management aims to maintain the gross profit margin in the range of 38%-39% so as to stay competitive in pricing while retaining customers.
2023-09-11 22:15
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
PADINI Financial Information
Learn how to use the financial indicators
Market Capital (RM) : 2.599b
EPS (cent) : 33.85 Business+ :
Number of Share : 657.91m
P/E Ratio : 11.67 YoY Score :
TTM Revenue : 1.822B
ROE : 21.42%
QoQ Score :
TTM Profit : 222.69M
Dividend (cent) : 11.500 ^
Debt/Asset Ratio :
TTM Profit Margin : 12.2%
Dividend Yield : 2.91%
Net Cash (RM) :
CAGR - Revenue : 1.7%
Dividend Policy :
Net Cash/Share (RM) :
CAGR - PAT : 4.6%
Dividend Payout :
Equity Growth :
NTA (RM) : 1.580
P/B Ratio : 2.50
Free Cash Flow (cent) :
2023-09-11 22:32
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
My intrinsic value for Padini is RM 6.00 per share!
2023-09-11 22:35
For me, PADINI performance is the best describe of Malaysia Retail Market.
Although you see there are still many ppl in mall, but actually the spending power of all consumer has drop, many people just go mall to walk and enjoy aircond, when they eat, they order less food, when they shop, they shop lesser.
For a normal office executive who earn RM5k salary, last time he used to buy G2000 or ZARA shirt (RM150 per shirt), eat Sushi at Rakuzen (2 pax around RM100). Now, he will shop at Online (unknown brand, cheaper RM79 but same quality with G2000), he eat at GO Noodle (2 pax around RM50).
Below are the commentary of prospect from PADINI report :-
Retail business in general remains challenging due to the deterioration in purchasing power arising potentially from the rising cost, trade tensions and rising inflation and interest rates. However, supply chain issues, material costs and freight charges seem to have stabilised although there may still be some further increases in the short term. Despite the potential challenges, we are optimistic in performing satisfactorily for the current financial year.
Management will continue to provide value for money products and implementing measures to control costs, optimise working capital, preserve cash and streamline the operations to minimise any adverse impacts.
2023-11-30 13:28
@Albukhary well insights
imo, that's why when buying a stock we cannot simply focus on its EPS and sometime overvalue it due to it's branding, it is also important to looks at it's existing assets value. in case EPS cannot sustain or business go sunset still can liquidates the business and it's assets to be distributed to shareholders
2023-11-30 15:29
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
KUALA LUMPUR (Nov 30): Padini Holdings Bhd's net profit for the first quarter ended Sept 30, 2023 (1QFY2024) fell 45.4% to RM26.67 million, from RM48.86 million a year earlier, due to a drop in the gross profit margin from 39% to 36%.
In a bourse filing on Thursday, the company said that in addition, the drop in profit before tax was also partly attributed to rising staff cost.
It said revenue for the quarter rose to RM388.19 million, from RM379.09 million previously, due to an increase in sales volume.
Earnings per share slipped to 4.05 sen from 7.43 sen.
Padini declared an interim dividend of 2.5 sen per share to be paid on Dec 29.
Reviewing its performance, Padini said the drop in net profit was partly due to a drop in the gross profit margin from 39% to 36%.
“In addition, the drop in profit before tax was also partly attributed to the rising staff cost,” it said.
On its prospects, Padini said the retail business in general remains challenging, due to the deterioration in purchasing power, arising potentially from rising cost, trade tensions, and rising inflation and interest rates.
“However, supply chain issues, material costs and freight charges seem to have stabilised, although there may still be some further increases in the short term,” it said.
At the midday break on Thursday, Padini had gained 0.26% or one sen to RM3.79, with 19,300 shares traded.
2023-11-30 18:34
Gameover
Downhill all the way
profits drop 45%
plus negative growth after inflation adjustment.
Company is shrinking.
Not Growing = Dying
2023-12-01 09:50
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
PADINI 20.4.2024
Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
TOTAL EQUITY (Book Value) 1,040.00 891.00 802.00 766.00 740.00
TOTAL ASSET 1,666.00 1,494.00 1,274.00 1,398.00 956.00
Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
NET INCOME 223 154 54 75 160
NOSH (DILUTED) 658 658 658 658 658
Fiscal year is July-June. All values MYR Thousands. 2023 2022 2021 2020 2019
FREE CASH FLOW -28,870 469,249 188,795 152,158 109,611
DIVIDENDS -75,660 -65,791 -16,448 -49,343 -75,660
DPO RATIO 0.34 0.43 0.30 0.66 0.47
2024-04-21 14:02
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Fiscal year is July-June. All values MYR Thousands. 2023 2022 2021 2020 2019
Funds from Operations 364,969.00 297,312.00 168,008.00 242,850.00 208,694.00
Changes in Working Capital -367,371.00 187,628.00 25,801.00 -79,349.00 -72,200.00
Inventories -304,480.00 80,481.00 53,701.00 -8,897.00 -28,669.00
2024-04-21 14:05
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Fiscal year 2023 2022 2021 2020 2019
NET PROFIT MARGIN 12.24% 11.68% 5.25% 5.54% 8.97%
ASSET TURNOVER 1.09 0.88 0.81 0.97 1.87
FINANCIAL LEVERAGE 1.60 1.68 1.59 1.83 1.29
ROA 13.39% 10.31% 4.24% 5.36% 16.74%
ROE 21.44% 17.28% 6.73% 9.79% 21.62%
2024-04-21 14:23
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Fiscal year is July-June.
All values MYR Millions. 2023 2022 2021 2020 2019
CASH AND EQUIVALENT 605 809 524 441 472
ST DEBT & CURRENT PORTION OF LT DEBT 94 74 76 91 21
LT DEBT 367 318 317 432 2
TOTAL DEBT 461 392 393 523 23
NET CASH (DEBT) 144 417 131 -82 449
ACCOUNT RECEIVABLE 40 40 48 42 52
ACCOUNT PAYABLE 92 127 38 58 102
2024-04-21 14:27
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
FISCAL YEAR ENDING 2023
PRICE 3.44
MARKET CAP (MILLION) 2,263.52
ROE 21.44%
ROA 13.39%
P/B 2.18
P/E 10.15
EARNINGS YIELD 9.85%
DIVIDEND YIELD 3.34%
2024-04-21 14:28
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
3 types of companies: Gruesome, Good and Great
Padini falls into my category of a great company.
Consistent and growing earnings.
Good gross profit margins and net profit margins.
Healthy earnings that translate into a lot of cash from operations.
Generates a lot of FCF.
Paying dividends (DP0 over the 5 years was 0.42)
Capex is < 25% of its net earnings.
2024-04-21 14:34
Great share @Integrity
With govt servants increase salary by 13%, padini is going to boost its sales from public
2024-05-01 12:47
Padini staff accused customer stealing clothes? http://xhslink.com/gisp5M
2024-06-21 18:09
Q4 belum keluar, TA sudah buy call 😅
https://klse.i3investor.com/web/pricetarget/research/72305
2 months ago
enigmatic [bamboo investing style]
High inflation dampened consumer's purchasing power this year
2 months ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Highly competitive challenging sector.
Profit margin may expand a bit due to strengthening of our ringgit.
2 months ago
Padini was good
Good until?
Until Govt Removed Subsidy for Diesel
Now Diesel up 52%
Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport
Cascading down to High Cost of All Things from food to clothing to transport
Ony Guy said
Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250
So all consumers will eat cheaper buy cheaper clothes or buy less
So?
Sell & switch now
SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA
2 months ago
Padini sits in a sweet position where it covers both end of market with Padini & Brands Outlet catering different price point. What I like that they change with time and able to navigate tough times.
1 month ago
KWAP masuk lagi
https://klse.i3investor.com/web/insider/detail/SBSH_598749_3466800083
1 week ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Nepo
Dont simply said no more growth.
your deeper explanation, pls
2023-06-20 08:45