Analysts lift fair value estimate for Libstar stock to ZAR 4.90

Published on 10/14/2026 at 02:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached ZAR 5.8 billion, up 0.70 percent year over year. For Libstar stock, the trailing dividend yield was 7.43 percent.

Analyst value and reporting dates

Analysts lifted Libstar's fair value estimate to ZAR 4.90 on October 2, 2026.
First-half revenue reached ZAR 5.8 billion on September 8, 2026.
Libstar's next earnings date is March 17, 2027.

Libstar, ZAE000250239, Illustration mit AI erstellt.

Analysts lifted their fair value estimate for Libstar stock from ZAR 3.25 to ZAR 4.90 on October 2, 2026, according to Simply Wall St. The update cited revised assumptions for discount rates, revenue growth, profit margins and the future price-to-earnings multiple.

Revenue growth stayed limited

Libstar reported revenue of ZAR 5.8 billion for the first half of 2026, up 0.70 percent from the first half of 2025, while normalized earnings before interest, taxes, depreciation and amortization fell 4.30 percent year over year, according to Investing.com on September 8, 2026.

The combination puts the valuation debate ahead of acceleration in the top line. The higher fair value estimate depends on improved margins and a stronger earnings outlook, while the first-half operating comparison shows that cost control remains central to the investment case.

Three dated company developments

On September 8, 2026, Libstar's interim update covered revenue of ZAR 5.8 billion for the first half of 2026, as reported by Investing.com. On September 14, 2026, executive directors Cornel Lodewyks and Terri Lee Ladbrooke bought 150,000 and 58,000 shares, respectively, according to ShareData Online. On October 2, 2026, the fair value estimate moved from ZAR 3.25 to ZAR 4.90, according to Simply Wall St.

What comes next for reporting?

The next earnings date is March 17, 2027, according to TradingView. The date gives investors a defined checkpoint for testing whether the margin assumptions behind the ZAR 4.90 valuation can translate into reported earnings.

Business mix supports the valuation case

Libstar produces and distributes branded and private-label consumer packaged goods across food, beverage, household and personal care categories. Its portfolio includes perishable products, ambient products and household and personal care products, according to the company's investor information.

Libstar is listed on the JSE under ticker LBR. The company is classified in the consumer non-durables sector and food major diversified industry, according to 6ix. The next results will show whether the valuation uplift is supported by measurable margin recovery rather than revenue growth alone.