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Profile’s Stock Exchange Handbook: 2024 – Issue 3 JSE – KUM
Kumba Iron Ore Ltd. Lesaka Technologies Inc.
KUM LES
ISIN: ZAE000085346 SHORT: KUMBA CODE: KIO ISIN: US64107N2062 SHORT: LESAKA CODE: LSK
REG NO: 2005/015852/06 FOUNDED: 2005 LISTED: 2006 REG NO: 98-0171860 FOUNDED: 1997 LISTED: 2008
NATURE OF BUSINESS: Kumba Iron Ore, a business unit of Anglo NATURE OF BUSINESS: Lesaka is a South African financial technology
American plc (its largest shareholder), is a single commodity iron ore companyfocusedonservingtheunderserved.Lesakadeliversfinancialservices
minerals company listed on the JSE in South Africa, with a market cap of to consumers (B2C) and merchants (B2B) in Southern Africa through its
R198 billion (as at 31 December 2023). Kumba competes in the global iron proprietary banking and payment technologies. The company offers banking,
ore market through its premium product delivery, with its business lending and insurance solutions to consumers, and cash management
structured around its two open-pit mines in the Northern Cape province of solutions, bill payment technology, value-added services, business funding and
South Africa. card acquiring solutions to formal and informal retail merchants.
SECTOR: Basic Materials—Basic Resrcs—Ind Met & Min—Iron & Steel SECTOR:Inds—IndsGoods&Services—IndsSupptServ—TransactProcessServ
NUMBER OF EMPLOYEES: 11 612 NUMBER OF EMPLOYEES: 2 303
DIRECTORS: Bomela M S (ld ind ne), French S G (ne), Jeawon A (ind ne), DIRECTORS: BallAC(ind ne), Gobodo N (ind ne), Hamid J (ind ne),
Jenkins M A (ind ne), Langa-Royds N B (ind ne), Mkhwanazi T M (ne), Naidoo V (ind ne), NkosiMM(ind ne), Pillay K (ld ind ne),
Mokhesi N V (ind ne), NtsalubaSS(ind ne), Tsele M J (ne), Walker M, Singh-Bushell E (ind ne, USA), Mazanderani A (Chair), Kola N (CFO)
Goodlace T P (Chair, ld ind ne), Zikalala N D (CEO), Mazarura B A (CFO) MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2023
MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2023 Value Capital Partners (Pty) Ltd. 25.00%
Anglo American plc 69.71% IFC Investors 12.00%
Industrial Development Corporation of SA Ltd. 12.88% POSTAL ADDRESS: PO Box 2424, Parklands, 2121
Government Employees Pension Fund 2.86% MORE INFO: www.sharedata.co.za/sdo/jse/LSK
POSTAL ADDRESS:PostnetSuite153, PrivateBagX31,Saxonwold,2132 COMPANY SECRETARY: A M R Smith
MORE INFO: www.sharedata.co.za/sdo/jse/KIO TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
COMPANY SECRETARY: Fazila Patel SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. AUDITORS: Deloitte & Touche Inc.
SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.) CAPITAL STRUCTURE AUTHORISED ISSUED
AUDITORS: PwC Inc.
LSK Ords USD0.1c ea 200 000 000 56 373 737
CAPITAL STRUCTURE AUTHORISED ISSUED
KIO Ords 1c ea 500 000 000 322 085 974 LIQUIDITY: Jul24 Avg 36 372 shares p.w., R3.1m(3.4% p.a.)
SUPS 40 Week MA LESAKA
DISTRIBUTIONS [ZARc]
Ords 1c ea Ldt Pay Amt 16694
Interim No 32 13 Aug 24 19 Aug 24 1877.00
Final No 31 12 Mar 24 18 Mar 24 2420.00 14127
LIQUIDITY: Jul24 Avg 1m shares p.w., R679.7m(22.3% p.a.) 11561
INDM 40 Week MA KUMBA
8994
77921
6427
66806
3860
2019 | 2020 | 2021 | 2022 | 2023 | 2024
55692
NOTES: Net 1 UEPS Technologies Inc. renamed to Lesaka Technologies Inc.
44577 on 25 May 2022.
FINANCIAL STATISTICS
33462
(Amts in USD’000) Mar 24 Jun 23 Jun 22 Jun 21 Jun 20
Quarterly Final Final Final Final(rst)
22347
2019 | 2020 | 2021 | 2022 | 2023 | 2024 Turnover 138 194 527 971 226 609 130 786 144 299
FINANCIAL STATISTICS Op Inc 794 - 15 347 - 40 195 - 53 872 - 44 248
(R million) Jun 24 Dec 23 Dec 22 Dec 21 Dec 20 NetIntPd(Rcvd) 3 953 16 714 3 740 566 4 836
Interim Final Final Final Final Att Inc - 4 047 - 35 074 - 43 876 - 38 057 - 78 358
Turnover 35 802 86 234 74 032 102 092 80 104 TotCompIncLoss - - 61 960 - 66 995 - 14 703 - 51 621
Op Inc 12 934 40 705 26 880 59 508 40 838 Fixed Ass 27 918 27 447 24 599 7 492 6 656
NetIntPd(Rcvd) - 139 - 68 108 - 494 - 366 Inv & Loans 159 3 171 5 861 10 004 65 836
Minority Int 2 226 7 080 4 687 10 391 7 062 Tot Curr Ass 185 780 163 636 217 732 294 317 319 306
Att Inc 7 147 22 725 14 968 33 266 22 779 Ord SH Int 173 087 179 478 234 920 275 980 290 213
TotCompIncLoss 9 143 30 840 20 368 44 484 29 730 LT Liab 182 790 181 415 196 346 14 881 7 183
Fixed Ass 50 061 48 822 43 029 43 233 40 165 Tot Curr Liab 116 183 101 912 145 870 52 490 71 303
Inv & Loans 917 877 796 795 656 PER SHARE STATISTICS (cents per share)
Tot Curr Ass 34 094 39 501 30 872 32 865 37 321 HEPS-C (ZARc) - 113.16 - 995.12 - 1 202.38 - 431.48 - 1 468.32
Ord SH Int 51 161 52 019 41 046 44 617 47 446 NAV PS (ZARc) 4 996.60 5 310.44 6 128.88 6 977.70 - 342.09
Minority Int 15 950 16 203 12 771 13 841 14 744 3 Yr Beta 0.07 0.96 0.34 - 0.81 - 1.43
LT Liab 16 291 15 743 13 386 13 396 12 528 Price High 8 007 10 055 11 500 9 399 14 800
Tot Curr Liab 9 803 14 759 15 456 10 029 7 799 Price Low 5 852 5 500 5 540 4 188 3 860
PER SHARE STATISTICS (cents per share) Price Prd End 6 501 7 322 7 839 6 615 5 995
HEPS-C (ZARc) 2 227.00 7 080.00 5 619.00 10 365.00 7 107.00 RATIOS
DPS (ZARc) 1 877.00 4 680.00 4 500.00 10 320.00 6 090.00 Ret on SH Fnd - 6.41 - 13.55 - 13.96 - 10.54 - 20.88
NAV PS (ZARc) 15 884.00 16 151.00 12 744.00 13 853.00 14 743.00 Oper Pft Mgn 0.57 - 2.91 - 17.74 - 41.19 - 30.66
3 Yr Beta 1.63 1.63 1.46 1.31 1.20 D:E 0.79 0.84 0.86 0.08 0.06
Price High 61 478 63 798 70 500 80 338 64 119 Current Ratio 1.60 1.61 1.49 5.61 4.48
Price Low 41 070 38 575 33 991 38 549 20 525
Price Prd End 43 963 61 478 49 230 46 009 62 281
RATIOS
Ret on SH Fnd 27.93 43.69 36.52 74.68 47.98
Oper Pft Mgn 36.13 47.20 36.31 58.29 50.98
D:E 0.26 0.29 0.37 0.23 0.20
Current Ratio 3.48 2.68 2.00 3.28 4.79
Div Cover 1.19 1.51 1.04 1.00 1.17
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