Page 132 - Profile's Stock Exchange Handbook -2024 Issue 4

JSE – IMP Profile’s Stock Exchange Handbook: 2024 – Issue 4
Impala Platinum Holdings Ltd. Insimbi Industrial Holdings Ltd.
IMP INS
ISIN: ZAE000083648 ISIN: ZAE000116828
SHORT: IMPLATS SHORT: INSIMBI
CODE: IMP CODE: ISB
REG NO: 1957/001979/06 REG NO: 2002/029821/06
FOUNDED: 1957 FOUNDED: 2008
LISTED: 1973 LISTED: 2008
NATURE OF BUSINESS: Impala Platinum Holdings Ltd. is principally in NATURE OF BUSINESS: Insimbi is a group of companies that sustainably
the businessofproducing andsupplying platinumgroup metals(PGMs)to source, process, beneficiate & recycle metals. The core business expertise
industrial economies. is the ability to source and provide local, regional and global industrial
SECTOR:BasicMaterials—BasicResrcs—PreciousMet&Min—Plat&PrecMet consumers with the required commodity over its four distinct business
NUMBER OF EMPLOYEES: 66 253 segments.
DIRECTORS: Earp D (ind ne), Havenstein R (ind ne), KoshaneBT(ne), SECTOR:BasicMaterials—BasicResrcs—IndMet&Min—NonferrousMet
Mawasha B (ind ne), Moshe M (ind ne), Mufamadi DrFS(ind ne), NUMBER OF EMPLOYEES: 398
NkeliMEK(ind ne), Samuel L, Speckmann P (ind ne), DIRECTORS: Winde N (CFO), Botha F (CEO),
SwanepoelBZ(ld ind ne), Orleyn AdvNDB (Chair, ind ne), Dickerson R I (Chair, ld ind ne), Mwale N (ne), NtshingilaCS(ind ne)
Muller N J (CEO), Kerber M (CFO) MAJOR ORDINARY SHAREHOLDERS as at 29 Feb 2024
MAJOR ORDINARY SHAREHOLDERS as at 30 Aug 2024 NS Investco 24.78%
Public Investment Corporation 13.68% African Goshawk (Pty) Ltd. 11.14%
FMR LLC 10.11% Pruta Securities 10.40%
Lingotto 5.86% POSTAL ADDRESS: PO Box 14676, Wadeville, 1422
POSTAL ADDRESS: Private Bag X18, Northlands, 2116 EMAIL: cosec@insimbi-alloys.co.za
EMAIL: investor@implats.co.za WEBSITE: insimbi-group.co.za
WEBSITE: www.implats.co.za TELEPHONE: 011-902-6930 FAX: 011-902-5749
TELEPHONE: 011-731-9000 COMPANY SECRETARY: Fluidrock Governance Group (Pty) Ltd.
COMPANY SECRETARY: Tebogo Llale TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. SPONSOR: PSG Capital (Pty) Ltd.
SPONSOR: Nedbank Corporate and Investment Banking AUDITORS: Moore Cape Town Inc.
AUDITORS: Deloitte & Touche Inc. CAPITAL STRUCTURE AUTHORISED ISSUED
CAPITAL STRUCTURE AUTHORISED ISSUED ISB Ords 0.000025c ea 12 000 000 000 330 898 356
IMP Ords no par value 1 044 008 000 904 368 485
DISTRIBUTIONS [ZARc]
DISTRIBUTIONS [ZARc] Ords 0.000025c ea Ldt Pay Amt
Ords no par value Ldt Pay Amt Interim No 22 14 Nov 23 20 Nov 23 2.50
Final No 99 19 Sep 23 26 Sep 23 165.00 Final No 21 4 Jul 23 10 Jul 23 5.00
Interim No 98 20 Mar 23 27 Mar 23 420.00
LIQUIDITY: Sep24 Avg 1m shares p.w., R1.0m(16.6% p.a.)
LIQUIDITY: Sep24 Avg 24m shares p.w., R2 015.8m(139.0% p.a.)
INDM 40 Week MA INSIMBI
MINI 40 Week MA IMPLATS
333
28597
277
23535
220
18473
163
13411
107
8349
50
2019 | 2020 | 2021 | 2022 | 2023 | 2024
3287
2019 | 2020 | 2021 | 2022 | 2023 | 2024
FINANCIAL STATISTICS
FINANCIAL STATISTICS (Amts in ZAR’000) Feb 24 Feb 23 Feb 22 Feb 21 Feb 20
(R million) Jun 24 Jun 23 Jun 22 Jun 21 Jun 20 Final Final Final Final Final
Final Final(rst) Final Final Final(rst) Turnover 5 590 294 5 731 423 6 058 535 4 909 528 4 812 068
Wrk Revenue 86 398 106 594 118 332 129 575 69 851 Op Inc 123 259 199 791 206 504 113 518 93 733
Wrk Pft 5 467 22 338 41 285 53 455 23 271 NetIntPd(Rcvd) 70 673 57 993 61 483 51 509 49 115
NetIntPd(Rcd) - 116 - 1 177 - 243 178 617 Tax 15 714 39 522 45 389 20 750 18 409
Tax - 3 275 3 609 12 100 20 065 6 546 Minority Int - - - - - 3 423
Minority Int 162 1 273 1 090 823 429 Att Inc 42 876 107 343 104 246 43 880 32 789
Att Inc - 17 313 4 905 32 049 47 032 16 055 TotCompIncLoss 42 876 109 103 104 246 43 880 29 366
Ord SH Int 91 399 114 847 114 697 87 829 61 877 Hline Erngs-CO 45 331 105 891 98 924 42 848 41 118
Minority Int 5 226 11 188 4 594 2 847 2 669 Fixed Ass 339 812 352 190 392 268 436 017 458 628
LT Liab 6 154 6 539 3 414 3 601 8 306 Inv in Assoc 6 338 2 856 1 513 1 609 1 169
Def Tax Liab 13 332 19 140 16 795 14 405 10 503 Def Tax Asset 5 073 24 840 11 125 14 457 7 299
Cap Employed 116 111 151 714 139 500 108 682 83 355 Tot Curr Ass 1 049 657 1 015 022 1 011 708 991 126 785 973
Mining Ass 63 588 71 264 64 603 57 799 50 975 Ord SH Int 708 435 702 141 616 171 512 425 468 893
Tot Curr Ass 50 587 67 762 60 180 56 672 38 941 LT Liab 181 776 240 522 251 998 347 946 421 516
Tot Curr Liab 16 844 17 672 16 587 17 793 12 500 Tot Curr Liab 713 506 650 199 728 580 763 779 547 216
PER SHARE STATISTICS (cents per share) PER SHARE STATISTICS (cents per share)
EPS (ZARc) - 1 929.00 577.00 3 856.00 5 996.00 2 066.00 EPS (ZARc) 11.86 27.94 25.91 10.61 8.08
HEPS-C (ZARc) 269.00 2 211.00 3 853.00 4 635.00 2 075.00 HEPS-C (ZARc) 12.54 27.56 24.58 10.36 10.13
DPS (ZARc) - 585.00 1 575.00 2 200.00 525.00 DPS (ZARc) 1.50 8.00 - - 2.00
NAV (ZARc) 10 158.27 13 307.26 13 555.48 10 746.70 7 961.53 NAV PS (ZARc) 186.97 169.59 143.69 123.95 108.70
3 Yr Beta 1.77 1.74 2.39 1.70 1.81 3 Yr Beta 0.04 0.14 0.64 0.47 0.44
Price Prd End 9 077 12 532 18 114 23 549 11 600 Price High 140 120 113 120 120
Price High 13 948 23 889 30 919 30 050 17 750 Price Low 79 86 71 49 77
Price Low 5 686 12 179 16 053 11 154 4 476 Price Prd End 79 110 113 90 87
RATIOS RATIOS
Ret on SH fund 2.64 16.37 27.92 41.40 26.06 Ret on SH Fnd 6.05 15.29 16.92 8.56 6.26
Ret on Tot Ass 1.81 11.10 20.52 28.75 16.82 Ret On Tot Ass 4.13 10.37 10.54 4.47 3.80
Gross Pft Mgn 6.33 20.96 34.89 41.25 33.32 Oper Pft Mgn 2.20 3.49 3.41 2.31 1.95
D:E 0.06 0.04 0.01 0.02 0.15 D:E 0.26 0.34 0.41 0.68 0.90
Interest Cover - 20.28 16.91 81.50 72.80 20.94 Int Cover 1.74 3.45 3.36 2.20 1.91
Current Ratio 3.00 3.83 3.63 3.19 3.12 Current Ratio 1.47 1.56 1.39 1.30 1.44
Dividend Cover - 0.99 2.45 2.73 3.94 Div Cover 7.91 3.49 - - 4.04
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