Page 137 - Profile's Stock Exchange Handbook -2024 Issue 4
P. 137

Profile’s Stock Exchange Handbook: 2024 – Issue 4                       JSE – KAP
                      KAP Ltd.                                Karooooo Ltd.
        KAP                                        KAR
                           ISIN: ZAE000171963     ISIN: SGXZ19450089  SHORT: KAROO  CODE: KRO
                           SHORT: KAP             REG NO: 201817157Z  FOUNDED: 2018  LISTED: 2021
                           CODE: KAP              NATURE OF BUSINESS: Karooooo, headquartered in Singapore, is a
                           REG NO: 1978/000181/06  leading global provider of an on-the-ground operational IoT SaaS cloud
                           FOUNDED: 1978           that maximizes the value of transportation, operations and workflow data
                           LISTED: 2004            by providing insightful real-time data analytics to over 1 575 000
                           NATURE OF BUSINESS: KAP owns  connected vehicles and equipment. Karooooo assists thousands of
                            a diversified portfolio of businesses  enterprise customers in digitally transforming their on-the-ground
                            that operate in select sectors of  operations. The Cartrack (wholly owned by Karooooo) SaaS platform
                            wood-based decorative panels, sleep  provides customers with differentiated insights and data analytics to
                            products, automotive components,
        polymers, supply chain and operational services and road safety.  optimize their business operations and workforce, increase efficiency,
                                                   decrease costs, improve safety, monitor environmental impact, assist with
       SECTOR: Inds—IndsGoods&Services—GeneralIndustr—DiversIndustr  regulatory compliance and manage risk. For more information, visit
       NUMBER OF EMPLOYEES: 18 082 (permanent and seasonal)  www.karooooo.com.
       DIRECTORS: Esau-Isaacs T (ind ne), Fuphe Z (ind ne),  SECTOR:Technology—Technology—Software&CompSer—ComputerService
        HoltzhausenJA(ld ind ne), HopkinsKT(ind ne), Lunga S P,
        MasekoSN(ind ne), McMenamin V (ind ne), MthembuAFB(ind ne),  NUMBER OF EMPLOYEES: 4 039
        MüllerSH(ind ne), Quarmby P K (Chair, ind ne), Chaplin G N (CEO),  DIRECTORS: Leong A (ind ne), OngSK(ld ind ne), White K (ind ne),
        Olivier F H (CFO)                          Calisto I J (CEO), Goy H S (CFO)
       MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2024  MAJOR ORDINARY SHAREHOLDERS as at 31 May 2024
         Government Employees Pension Fund  19.97%  Isaias (Zak) Jose Calisto        64.81%
         Allan Gray                       16.37%    Juan Marais                      10.16%
       POSTAL ADDRESS: PO Box 18, Stellenbosch, South Africa, 7599  Gobi Capital LLC  7.14%
       EMAIL: investors@kap.co.za                 POSTAL ADDRESS: 10 Anson Road, #12-14, International Plaza,
       WEBSITE: www.kap.co.za                      Singapore, 079903
       TELEPHONE: 021-808-0900                    MORE INFO: www.sharedata.co.za/sdo/jse/KRO
       COMPANY SECRETARY: KAP Secretarial Services (Pty) Ltd.  COMPANY SECRETARY:
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       SPONSOR: PSG Capital (Pty) Ltd.            SPONSOR: Merrill Lynch SA (Pty) Ltd.
       AUDITORS: KPMG Inc.                        AUDITORS: KPMG LLP
       CAPITAL STRUCTURE   AUTHORISED     ISSUED  CAPITAL STRUCTURE   AUTHORISED     ISSUED
       KAP  Ords no par value  6 000 000 000  2 493 716 807  KRO  Ords no par val  -  30 893 300
       DISTRIBUTIONS [ZARc]                       DISTRIBUTIONS [USDc]
       Ords no par value     Ldt    Pay     Amt   Ords no par val       Ldt     Pay    Amt
       Final No 20       20 Sep 22  26 Sep 22  29.00  Interim No 3   5 Aug 24  12 Aug 24  108.00
       Final No 19       14 Sep 21  20 Sep 21  15.00  Final No 2     20 Jun 23  3 Jul 23  85.00
       LIQUIDITY: Sep24 Avg 17m shares p.w., R45.3m(35.8% p.a.)  LIQUIDITY: Oct24 Avg 11 771 shares p.w., R6.9m(2.0% p.a.)
               GENI       40 Week MA    KAP
                                                          SCOM       40 Week MA   KAROO
                                                                                       74199
                                           720
                                                                                       64688
                                           578
                                                                                       55177
                                           435
                                                                                       45666
                                           293
                                                                                       36155
                                           150
          2019  |  2020  |  2021  |  2022  |  2023  |  2024                            26644
                                                    2021  |   2022  |   2023  |   2024
       NOTES:KAPIndustrialsHoldingsLtd.renamedtoKAPLtd.on04April2023
                                                  FINANCIAL STATISTICS
       FINANCIAL STATISTICS                       (Amts in ZAR’000)  Aug 24  Feb 24  Feb 23  Feb 22  Feb 21
       (R million)  Jun 24  Jun 23  Jun 22  Jun 21  Jun 20    Interim  Final  Final  Final  Final
                     Final Final(rst)  Final  Final Final(rst)  Turnover  2 188 546 4 205 511 3 507 067 2 746 151 2 290 543
       Turnover     29 062  29 628  27 979  23 956  21 591  Op Inc  601 945 1 042 502  881 915  699 125  726 562
       Op Inc        2 250  2 523  2 936  2 102  1 419
       NetIntPd(Rcvd)  825  794  499   466  654   NetIntPd(Rcvd)  - 7 461  - 23 596  - 13 160  6 248  4 944
       Tax            213  352   578   506  - 395  Minority Int  7 922  15 965  11 653  26 654  179 237
       Minority Int   114   72    20   67    45   Att Inc     433 127  738 191  597 153  449 953  318 183
       Att Inc       1 090  528  1 746  991  - 2 190  TotCompIncLoss  -  -  608 806  476 607  497 420
       TotCompIncLoss  1 013  830  1 902  825  - 2 026  Fixed Ass  2 250 984 2 032 794 1 591 814 1 390 659 1 137 192
       Hline Erngs-CO  1 125  1 170  1 851  1 099  460  Inv & Loans  28 200  28 200  25 800  19 400  19 400
       Fixed Ass    16 043  15 094  14 130  12 957  12 630  Tot Curr Ass  1 241 941 1 460 221 1 462 767 1 115 126 1 326 939
       Tot Curr Ass  10 327  9 908  10 054  7 574  6 690  Ord SH Int  2 669 416 2 961 527 2 660 967 2 151 276  855 313
       Ord SH Int   12 475  11 542  11 531  10 250  9 566  Minority Int  42 714  40 935  30 908  22 905  427 133
       Minority Int   300  277   219   199  204   LT Liab     588 526  364 072  270 265  291 297  198 430
       LT Liab       9 535  9 735  9 769  8 334  8 419  Tot Curr Liab  1 056 641  940 439  789 440  624 123 1 434 267
       Tot Curr Liab  8 788  8 216  7 986  6 611  6 172
                                                  PER SHARE STATISTICS (cents per share)
       PER SHARE STATISTICS (cents per share)     HEPS-C (ZARc)  1 452.00 2 382.00 1 918.00 1 521.00 1 561.00
       EPS (ZARc)    43.80  21.30  70.20  38.80  - 83.30  DPS (ZARc)  -  - 1 610.09 1 005.30  -
       HEPS-C (ZARc)  45.30  47.30  74.40  43.00  17.50  NAV PS (ZARc)  8 640.01 9 569.36 8 597.35 7 285.55 4 206.53
       DPS (ZARc)      -     -  29.00  15.00  -   3 Yr Beta     0.31    -     -    -     -
       NAV PS (ZARc)  500.00  466.00  466.00  405.00  372.00  Price High  70 678  62 405  52 999  68 999  -
       3 Yr Beta     0.63  0.90  2.02  2.08  1.62
       Price High     314  491   562   490  593   Price Low    46 600  37 000  32 001  5 848  -
       Price Low      196  206   382   220  115   Price Prd End  69 200  51 900  46 200  50 800  -
       Price Prd End  285  270   440   413  249   RATIOS
       RATIOS                                     Ret on SH Fnd  32.52  25.12  22.62  21.92  38.79
       Ret on SH Fnd  9.42  5.08  15.03  10.13  - 21.95  Oper Pft Mgn  27.50  24.79  25.15  25.46  31.72
       Ret On Tot Ass  5.11  6.46  9.28  7.32  3.63  D:E        0.24  0.13  0.11  0.15  0.88
       Oper Pft Mgn  7.74  8.52  10.49  8.77  6.57  Current Ratio  1.18  1.55  1.85  1.79  0.93
       D:E           0.78  0.82  0.80  0.71  0.84  Div Cover      -     -   1.20  1.52   -
       Current Ratio  1.18  1.21  1.26  1.17  1.08
       Div Cover       -     -   2.42  2.59   -
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