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Emira Property Fund Limited (EMI) Fair Value & Analysis

Real Estate · ZA · Market cap 6.9B ZAC

EP Emira Property Fund Limited EMI · JSE
PriceR13.79
Fair ValueR22.19
Upside+60.9%
Quality56/100
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Evidence: High Range R13.50 – R29.42

Fair value as of: Jun 26, 2026

From 15 valuation models · updated 7 days ago

Fair value updated Jun 26, 2026 — revised from R23.54 to R22.19 (−5.7%) since Jun 24, 2026. Share price −11.4% over the past month.

Price vs Fair Value (12 months)

R16.60 R11.37 Fair Value R22.19 Jul 2025 Jul 2026

12‑month range R11.37 – R16.60 · fair‑value band R13.50 – R29.42 · the R13.79 price screens below the R22.19 fair value. As of Jun 26, 2026.

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Analysis

Emira Property Fund Limited (EMI) currently trades at R13.79, while our model-based Fair Value estimate is R22.19 — implying the stock looks roughly 60.9% undervalued today. We read business quality at 56/100 (solid quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Emira Property Fund Limited generated revenue of 1.5B ZAR at a net margin of 49.8%. It earns a return on equity of 7.4%. Net debt stands at 5.9B ZAR. The stock trades on a trailing P/E of 9.7. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 1.5B ZAC
Net margin 49.8%
Return on equity 7.4%
Free cash flow −402M ZAC FY2025
P/E ratio 9.7
Operating margin 33.8%
More key figures
EPS (TTM) R1.53
EPS growth (YoY) -72.4%
Net debt 5.9B ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Emira Property Fund Limited is a Real Estate Investment Trust (REIT) domiciled in South Africa and, together with all its subsidiaries, owns a portfolio of property investments which are sectorally and geographically diversified. Emira continues to deliver returns throughout the cycles by way of this risk-mitigating diversification strategy. The Fund has direct property holdings as well as indirect property investments, through equity investments in property owning companies with specialist third-party co-investors. In South Africa, the Fund owns a direct portfolio of properties diversified across the retail, industrial, office and residential sectors, which it segregates between the Commercial Portfolio (the retail, industrial and office properties) and the Residential Portfolio (the residential properties) respectively. The Residential Portfolio includes the properties of Transcend Residential Property Fund (Pty) Ltd (Transcend), a specialist residential property company wholly …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Emira Property Fund Limited reported revenue of R1.7B in FY2025 versus R1.5B in FY2021, a compound +3.5%/yr. Reported net income was R2.4B in FY2025, compounding +50.2%/yr from FY2021.

Revenue +3.5%/yr
FY21 R1.5B
FY22 R1.5B
FY23 R1.7B
FY24 R1.9B
FY25 R1.7B
Net income +50.2%/yr
FY21 R467M
FY22 R969M
FY23 R1.1B
FY24 R517M
FY25 R2.4B

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Similar stocks

6 more REIT - Diversified stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Goodman Group GMG A$31.10 A$10.84 -65%
VICI Properties Inc VICI $26.72 $41.74 +56%
W. P. Carey Inc WPC $71.43 $55.97 -22%
Stockland STKAF $2.90 $2.58 -11%
Charter Hall Group CTOUF $15.42 $12.43 -19%
FNCDY FNCDY $17.03 $20.86 +22%

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Frequently asked questions

Is Emira Property Fund Limited (EMI) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R22.19 versus a price of R13.79 — about +61% (undervalued). Model-based estimate, not financial advice.
What is the fair value of EMI?
Our model-based fair value for Emira Property Fund Limited is R22.19 (as of Jun 26, 2026), built from audited fundamentals. The current price is R13.79.
What is the quality score of EMI?
Emira Property Fund Limited has a Quality Score of 56/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Emira Property Fund Limited (EMI)?
Emira Property Fund Limited reported trailing-twelve-month revenue of about 1.5B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of EMI?
The net profit margin of Emira Property Fund Limited is about 49.8%, meaning it keeps roughly 49.8% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.