PADINI HOLDINGS BHD
KLSE (MYR): PADINI (7052)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
2.21
Today's Change
-0.04 (1.78%)
Day's Change
2.21 - 2.27
Trading Volume
929,500
Financial
Market Cap
Market Cap
2,183 Million
NOSH
988 Million
Latest Quarter
Latest Quarter
30-Sep-2024 [#1]
Announcement Date
29-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
27-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
-56.20% | -56.79%
T4Q Result
Revenue | NP to SH
1,923,794.000 | 131,452.000
RPS | P/RPS
194.79 Cent | 1.13
EPS | P/E | EY
13.31 Cent | 16.60 | 6.02%
DPS | DY | Payout %
7.66 Cent | 3.47% | 57.57%
NAPS | P/NAPS
1.12 | 1.97
QoQ | YoY
-10.33% | -34.44%
NP Margin | ROE
6.83% | 11.88%
F.Y. | Ann. Date
30-Sep-2024 | 29-Nov-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
194.29 Cent | 1.14
EPS | P/E | EY
14.84 Cent | 14.89 | 6.72%
DPS | DY | Payout %
7.66 Cent | 3.47% | 51.61%
NAPS | P/NAPS
1.13 | 1.96
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
1,572,572.000 | 46,088.000
RPS | P/RPS
159.23 Cent | 1.39
EPS | P/E | EY
4.67 Cent | 47.36 | 2.11%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-68.56% | -56.79%
NP Margin | ROE
2.93% | 4.17%
F.Y. | Ann. Date
30-Sep-2024 | 29-Nov-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 | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Average ROE | 2.99% | 3.97% | ||
| Average Net Profit Margin | 6.59% | 8.64% | ||
| 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 | 1,923,794 | 1,572,572 | 1,918,847 | 1,475,595 | 1,488,827 |
| NP to SH | 131,452 | 46,088 | 146,595 | 136,604 | 130,522 |
| Dividend | 75,671 | 65,839 | 75,659 | 65,135 | 56,580 |
| Adjusted EPS | 13.31 | 4.67 | 14.84 | 20.75 | 19.82 |
| Adjusted DPS | 7.66 | 6.67 | 7.66 | 9.89 | 8.59 |
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 | -13.63% | 1.27% | 1.27% | -18.26% | -16.24% |
| NP to Owner | -56.20% | -56.79% | -56.79% | -64.94% | -72.23% |
| Dividend | -37.45% | 0.07% | 0.07% | -12.99% | -12.99% |
| Adjusted EPS | -56.20% | -56.79% | -56.79% | -64.94% | -72.23% |
| Adjusted DPS | -37.45% | 0.07% | 0.07% | -12.99% | -12.99% |
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 | 0.26% | 29.22% | 30.37% | -18.05% | 5.62% | 6.57% | 5.31% | 28.88% | 30.04% |
| NP to Owner | -10.33% | 0.71% | -3.77% | -68.56% | -64.69% | -66.26% | -34.17% | 12.31% | 7.31% |
| Dividend | 0.02% | 33.74% | 16.18% | -12.98% | 16.37% | 1.08% | 0.00% | 33.72% | 16.16% |
| Adjusted EPS | -10.31% | 0.74% | -3.75% | -68.56% | -64.69% | -66.26% | -34.17% | 12.31% | 7.31% |
| Adjusted DPS | 0.07% | 33.82% | 16.24% | -12.98% | 16.37% | 1.08% | 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 8,736 comments
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)$â¬Â£Â¥
3 types of companies: Gruesome, Good and Great
Padini falls into my category of a great company.
Consistent and growing earnings.
Good gross profit margins and net profit margins.
Healthy earnings that translate into a lot of cash from operations.
Generates a lot of FCF.
Paying dividends (DP0 over the 5 years was 0.42)
Capex is < 25% of its net earnings.
2024-04-21 14:34
Great share @Integrity
With govt servants increase salary by 13%, padini is going to boost its sales from public
2024-05-01 12:47
Padini staff accused customer stealing clothes? http://xhslink.com/gisp5M
2024-06-21 18:09
Q4 belum keluar, TA sudah buy call 😅
https://klse.i3investor.com/web/pricetarget/research/72305
2024-08-26 15:52
enigmatic [bamboo investing style]
High inflation dampened consumer's purchasing power this year
2024-08-27 23:08
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Highly competitive challenging sector.
Profit margin may expand a bit due to strengthening of our ringgit.
2024-08-28 08:29
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
2024-08-29 19:54
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.
2024-09-23 03:20
KWAP masuk lagi
https://klse.i3investor.com/web/insider/detail/SBSH_598749_3466800083
1 month ago
enigmatic [bamboo investing style]
Malaysia's GDP reported good growth. PADINI should follow suit.
1 month ago
https://www.youtube.com/watch?v=vGs4iCA2IdY
Padini stands out on physical store sales
1 month ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Total return of Padini to its investors over last 10 years
Share Price 10 Years Ago: In late 2014, Padini’s share price was approximately RM1.50 after adjusting for corporate actions like stock splits and bonuses
Current Share Price: As of November 2024, Padini's share price is RM3.43
Dividends Paid: Over the last 10 years, Padini has consistently paid dividends. A conservative estimate based on historical payouts suggests cumulative dividends exceeding RM1.00 per share.
3 weeks ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Padini’s current price-to-earnings (P/E) ratio indicates it is fairly valued. Padini as a stable company with moderate growth potential and consistent returns for investors
Padini is a fundamentally strong company with a proven track record, appealing to investors seeking stable growth and income through dividends.
However, it may not offer explosive growth due to the mature nature of its domestic market.
Investors should weigh its solid financials against risks like market competition and economic sensitivity.
3 weeks ago
Minggu depan hari Selasa ex-date
https://themalaysianreserve.com/2024/12/04/padini-announces-1-for-2-bonus-issue/
1 week ago
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
Apps
Top Articles
1
Stock Market Enthusiast
Top 3 AI/Data Center Newsflow for the 3rd Week of December - #TENAGA, #YTL, #YTLPOWER
2
Rakuten Trade Research Reports
3
save malaysia!
4
Good Articles to Share
5
Good Articles to Share
6
Good Articles to Share
Gaza ceasefire deal 'closer than ever', says Hamas and two allies
7
Good Articles to Share
Ryan Serhant makes bold pitch to fix the housing ‘affordability crisis’
8
Good Articles to Share
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
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....
HafizAjiad98
dan KWSP jual byk saham Padini
2023-08-30 13:49