RFG Holdings Ltd

JSE:RFG South Africa Packaged Foods
Market Cap
$345.37 Million
ZAC649.87 Billion ZAC
Market Cap Rank
#32669 Global
#81 in South Africa
Share Price
ZAC2486.00
Change (1 day)
+0.73%
52-Week Range
ZAC1470.00 - ZAC2640.00
All Time High
ZAC2995.85
About

RFG Holdings Limited manufactures and markets convenience meal solutions in South Africa, the Kingdom of Eswatini, and internationally. The company offers canned fruit and jam, fruit purees and fruit concentrates, canned vegetables, canned meat, bottled salads and pickles, fresh pasta and sauces, baked and unbaked pies, pasties, sausage rolls and pie-slices, tomato products, fruit juice, dry pack… Read more

RFG Holdings Ltd (RFG) - Net Assets

Latest net assets as of September 2025: ZAC3.90 Billion ZAC

Based on the latest financial reports, RFG Holdings Ltd (RFG) has net assets worth ZAC3.90 Billion ZAC as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC6.04 Billion) and total liabilities (ZAC2.14 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC3.90 Billion
% of Total Assets 64.56%
Annual Growth Rate 28.45%
5-Year Change 41.69%
10-Year Change 211.17%
Growth Volatility 73.11

RFG Holdings Ltd - Net Assets Trend (2013–2025)

This chart illustrates how RFG Holdings Ltd's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for RFG Holdings Ltd (2013–2025)

The table below shows the annual net assets of RFG Holdings Ltd from 2013 to 2025.

Year Net Assets Change
2025-09-30 ZAC3.90 Billion +1.58%
2024-09-30 ZAC3.84 Billion +12.71%
2023-09-30 ZAC3.41 Billion +12.32%
2022-09-30 ZAC3.03 Billion +10.19%
2021-09-30 ZAC2.75 Billion +5.43%
2020-09-30 ZAC2.61 Billion +5.38%
2019-09-30 ZAC2.48 Billion +6.89%
2018-09-30 ZAC2.32 Billion +3.67%
2017-09-30 ZAC2.24 Billion +78.39%
2016-09-30 ZAC1.25 Billion +23.10%
2015-09-30 ZAC1.02 Billion +271.74%
2014-09-30 ZAC273.89 Million +41.74%
2013-09-30 ZAC193.23 Million --

Equity Component Analysis

This analysis shows how different components contribute to RFG Holdings Ltd's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 6012.8% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (September 2025)

Component Amount Percentage
Retained Earnings ZAC2.28 Billion 58.67%
Common Stock ZAC1.56 Billion 40.08%
Other Comprehensive Income ZAC48.41 Million 1.24%
Total Equity ZAC3.89 Billion 100.00%

RFG Holdings Ltd Competitors by Market Cap

The table below lists competitors of RFG Holdings Ltd ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in RFG Holdings Ltd's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 3,829,137,000 to 3,890,061,000, a change of 60,924,000 (1.6%).
  • Net income of 445,431,000 contributed positively to equity growth.
  • Dividend payments of 368,002,000 reduced retained earnings.
  • Other comprehensive income decreased equity by 16,513,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income ZAC445.43 Million +11.45%
Dividends Paid ZAC368.00 Million -9.46%
Other Comprehensive Income ZAC-16.51 Million -0.42%
Other Changes ZAC8.00K +0.0%
Total Change ZAC- 1.59%

Book Value vs Market Value Analysis

This analysis compares RFG Holdings Ltd's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 168.88x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 2388.62x to 168.88x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2013-09-30 ZAC1.04 ZAC2486.00 x
2014-09-30 ZAC1.49 ZAC2486.00 x
2015-09-30 ZAC4.42 ZAC2486.00 x
2016-09-30 ZAC5.44 ZAC2486.00 x
2017-09-30 ZAC8.78 ZAC2486.00 x
2018-09-30 ZAC8.82 ZAC2486.00 x
2019-09-30 ZAC9.42 ZAC2486.00 x
2020-09-30 ZAC9.92 ZAC2486.00 x
2021-09-30 ZAC10.42 ZAC2486.00 x
2022-09-30 ZAC11.51 ZAC2486.00 x
2023-09-30 ZAC12.94 ZAC2486.00 x
2024-09-30 ZAC14.51 ZAC2486.00 x
2025-09-30 ZAC14.72 ZAC2486.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently RFG Holdings Ltd utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 11.45%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 5.47%
  • • Asset Turnover: 1.35x
  • • Equity Multiplier: 1.55x
  • Recent ROE (11.45%) is below the historical average (14.21%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2013 19.93% 2.01% 1.26x 7.88x ZAC18.60 Million
2014 30.61% 3.35% 1.45x 6.28x ZAC55.14 Million
2015 16.78% 5.62% 1.22x 2.45x ZAC68.55 Million
2016 23.09% 6.93% 1.34x 2.49x ZAC162.94 Million
2017 10.53% 5.11% 1.12x 1.85x ZAC11.85 Million
2018 6.69% 3.02% 1.11x 1.99x ZAC-76.44 Million
2019 8.76% 3.99% 1.15x 1.91x ZAC-30.67 Million
2020 8.31% 3.69% 1.20x 1.88x ZAC-43.94 Million
2021 7.88% 3.63% 1.16x 1.87x ZAC-58.26 Million
2022 11.93% 4.97% 1.34x 1.79x ZAC58.36 Million
2023 14.03% 6.04% 1.42x 1.63x ZAC137.01 Million
2024 14.77% 7.07% 1.33x 1.57x ZAC182.78 Million
2025 11.45% 5.47% 1.35x 1.55x ZAC56.42 Million

Industry Comparison

This section compares RFG Holdings Ltd's net assets metrics with peer companies in the Packaged Foods industry.

Industry Context

  • Industry: Packaged Foods
  • Average net assets among peers: $4,292,600,274
  • Average return on equity (ROE) among peers: 15.19%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
RFG Holdings Ltd (RFG) ZAC3.90 Billion 19.93% 0.55x $3.34 Million
AH-Vest Limited (AHL) $45.30 Million 4.55% 2.25x $28.20K
Avi Ltd (AVI) $5.78 Billion 39.03% 0.78x $18.18 Million
Brimstone Investment Corporation Ltd (BRT) $2.59 Billion 6.60% 1.97x $674.05K
Libstar Holdings Ltd (LBR) $5.43 Billion 5.12% 0.99x $1.45 Million
Oceana (OCE) $1.79 Billion 27.44% 0.62x $3.47 Million
RCL Foods Ltd (RCL) $10.11 Billion 8.39% 0.95x $4.07 Million