Clicks Group Limited
Corporation
12
MENTIONS
4
EPISODES
3
PODCASTS
Search complete. 12 mentions across 4 episodes found for "Clicks Group Limited".
Oct 22, 2026
Stephen GrootesHOST
I'm Stephen Hurtis.
Stephen GrootesHOST
Looking forward to our conversation with Bettina Engelbrecht, the CEO at Clix.
Stephen GrootesHOST
In a couple of moments, lots to talk about, of course, including the purchase of the Arc Beauty chain.
Stephen GrootesHOST
I haven't been into one.
speaker_3NARRATOR
Streaming on the Prime Media Plus app and DSTV channel 856.
speaker_3NARRATOR
Well,
Stephen GrootesHOST
the Clicks Group reporting today diluted headline earnings per share up by 4.4 percent.
Stephen GrootesHOST
Turnover up 5.4 percent for the first time.
Stephen GrootesHOST
The Clicks Group reporting today, diluted headline earnings per share up by 4.4%, turnover up 5.4% for the first time, their turnover going past 50 billion Rand.
Stephen GrootesHOST
This is all for the year to the end of August.
Stephen GrootesHOST
The CEO of the Clicks Group is Bettina Engelbrecht.
Stephen GrootesHOST
Bettina, good evening and thanks for the time.
Stephen GrootesHOST
Good to chat again.
Duduzile RamelaHOST
And a colleague of mine was like, please, when you get there, I need something, something, something.
Duduzile RamelaHOST
Then I went and I had no intention of going to Clicks, but it was close to where I was going.
Duduzile RamelaHOST
Not because I didn't want to, but because, you know, I was like, OK, this is this is close.
Duduzile RamelaHOST
Long story short, I go into Clicks and I'm waiting in the queue and there's two tellers there.
Duduzile RamelaHOST
And I asked the lady in front of me, she gets on the phone and she says, I'm just waiting in the queue.
Duduzile RamelaHOST
So I'll ask her, what would make your experience better? And she said, service, if there were like more tellers.
Rory Kutisker-JacobsonGUEST
And the copper goes into quite a lot of this, the ancillary kind of energy and transformers and electrical conduits required in building out some of these massive data centers.
Jimmy MoyahaHOST
I'd like for us to look at the AI spend in a few moments, but just taking a look at the likes of Process, taking a look at the likes of Naspisk, taking a look at the likes of Clix as well.
Jimmy MoyahaHOST
I just do wonder in terms of the fund, how the Alan Gray Equity Fund is assessing businesses such as these after recent share price weaknesses.
Rory Kutisker-JacobsonGUEST
Yeah, so maybe if I start with NASPERS and Process, as I'm sure you and your listeners are well aware, it's de facto a Chinese company in the sense that their largest investment by far and away is a significant stake in Tencent, which is the Chinese e-commerce player, and that's also listed in Hong Kong.
Rory Kutisker-JacobsonGUEST
I mean, clicks is a really interesting one for us.
Rory Kutisker-JacobsonGUEST
It's down around 40% year to date, but that's by and large, in our opinion, due to a change in sentiment as opposed to something fundamentally being broken at the company.
Rory Kutisker-JacobsonGUEST
So for many years, Clix was regarded as this darling of the market.
Rory Kutisker-JacobsonGUEST
It traded at a very, very high multiple, north of 30 times earnings.