Page 154 - Profile's Stock Exchange Handbook - 2025 Issue 1

JSE – MUS Profile’s Stock Exchange Handbook: 2025 – Issue 1
Mustek Ltd. Nampak Ltd.
MUS NAM
ISIN: ZAE000012373 SHORT: MUSTEK CODE: MST ISIN: ZAE000322095 SHORT: NAMPAK CODE: NPK
REG NO: 1987/070161/06 FOUNDED: 1987 LISTED: 1997 ISIN: ZAE000004966 SHORT: NAMPAK 6.5 CODE: NPP1
NATURE OF BUSINESS: The Mustek Group is a seamless end-to-end ISIN: ZAE000004958 SHORT: NAMPAK 6%P CODE: NPKP
information and communications technology (ICT) and sustainable REG NO: 1968/008070/06 FOUNDED: 1968 LISTED: 1969
technology solutions provider, founded by David Kan in 1987 and listed on NATURE OF BUSINESS: Nampak is Africa’s leading diversified packaging
the JSE in 1997. Over the years, it has transformed from a manufacturer, and has been listed on the JSE since 1969. Nampak operates
distribution-oriented entity to a cohesive Group with a mission centred on from 19 sites in South Africa, contributing approximately 68% to group
anticipating stakeholder needs for long-term sustainability. The Group’s revenue,14sitesintherestofAfrica,contributing 32%togrouprevenue.
strategic intent is to build strong businesses and create synergies for SECTOR: Inds—IndsGoods&Services—GeneralIndustr—Cont&Pckgng
sustainablesuccessbyoperatingasaunifiedentitywithasharedmission.
SECTOR:Technology—Technology—Hardware&Equipment—Hardware NUMBER OF EMPLOYEES: 3 667
NUMBER OF EMPLOYEES: 1 197 DIRECTORS: Khan N (ind ne), MnisiPJ(ind ne), Mzondeki K (ind ne),
DIRECTORS: Coetzee C J, Marlowe P (ind ne), Patmore R B (ld ind ne), Ridley S (ind ne), Siyotula N (ind ne), van der Veen A (Chair, ind ne),
Roux P M (CEO), Fullerton G (CFO)
Thomas S (ind ne), Mophatlane I (Chair, ind ne), EbrahimSAB(GroupFD),
Engelbrecht H (Group CEO) MAJOR ORDINARY SHAREHOLDERS as at 13 Nov 2024
MAJOR ORDINARY SHAREHOLDERS as at 15 Nov 2024 PSG Asset Management 11.11%
Allan Gray
10.43%
Novus Holdings Ltd. 35.07%
The DK Trust 16.60% M&G Investment Management (Pty) Ltd. 10.23%
Government Employees Pension Fund 5.70% POSTAL ADDRESS: PO Box 69983, Bryanston, 2021
POSTAL ADDRESS: PO Box 1638, Parklands, 2121 MORE INFO: www.sharedata.co.za/sdo/jse/NPK
MORE INFO: www.sharedata.co.za/sdo/jse/MST COMPANY SECRETARY: Omeshnee Pillay
COMPANY SECRETARY: Sirkien van Schalkwyk TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. SPONSOR: PSG Capital (Pty) Ltd.
SPONSOR: Deloitte & Touche Sponsor Services (Pty) Ltd. AUDITORS: Deloitte & Touche Inc.
AUDITORS: BDO South Africa Inc. CAPITAL STRUCTURE AUTHORISED ISSUED
CAPITAL STRUCTURE AUTHORISED ISSUED NPK Ords no par val 600 000 000 8 476 184
MST Ords no par value 250 000 000 57 540 000 NPKP Prefs 200c ea 400 000 400 000
NPP1 Prefs 200c ea 100 000 100 000
DISTRIBUTIONS [ZARc]
Ords no par value Ldt Pay Amt DISTRIBUTIONS [ZARc]
Final No 28 8 Oct 24 14 Oct 24 7.50 Ords no par val Ldt Pay Amt
Final No 27 10 Oct 23 16 Oct 23 77.00 Final No 87 8 Jan 16 18 Jan 16 23000.00
Interim No 86 26 Jun 15 6 Jul 15 10500.00
LIQUIDITY: Jan25 Avg 1m shares p.w., R11.7m(93.9% p.a.)
LIQUIDITY: Jan25 Avg 63 347 shares p.w., R21.2m(38.9% p.a.)
TECH 40 Week MA MUSTEK
GENI 40 Week MA NAMPAK
230209
1503
187267
1257
144325
1012
101384
766
58442
520
2020 | 2021 | 2022 | 2023 | 2024 |
15500
2020 | 2021 | 2022 | 2023 | 2024 |
FINANCIAL STATISTICS
(R million) Jun 24 Jun 23 Jun 22 Jun 21 Jun 20 NOTES: Nampak Ltd. underwent a share consolidation on a 1:250 basis, his-
Final Final Final Final(rst) Final torical prices and financials have been adjusted on 26 July 2023.
Turnover 8 507 10 126 8 910 7 992 6 397 FINANCIAL STATISTICS
Op Inc 279 455 407 472 201 (R million) Sep 24 Sep 23 Sep 22 Sep 21 Sep 20
NetIntPd(Rcvd) 206 151 70 70 101 Final Final Final(rst) Final(rst) Final(rst)
Minority Int - - 5 3 1 Turnover 9 956 9 881 16 937 13 958 11 278
Att Inc 21 220 220 294 87 Op Inc 1 715 - 1 039 1 152 1 195 - 283
TotCompIncLoss 22 221 223 292 95 NetIntPd(Rcvd) 926 1 218 586 485 448
Fixed Ass 258 269 202 201 188 Minority Int - 9 81 121 170 - 513
Inv & Loans 11 13 23 62 56 Att Inc - 373 - 4 033 - 147 207 - 3 468
Tot Curr Ass 4 245 5 050 4 396 2 956 3 056 TotCompIncLoss - 702 - 3 936 438 93 - 3 796
Ord SH Int 1 516 1 568 1 413 1 350 1 119 Fixed Ass 3 486 4 341 5 452 5 361 5 906
Minority Int - - - 7 8 Tot Curr Ass 4 234 7 796 8 771 6 907 6 730
LT Liab 106 101 106 128 76 Ord SH Int 1 178 1 638 4 662 4 988 5 143
Tot Curr Liab 3 266 4 055 3 491 2 142 2 424 Minority Int 244 276 214 - 529 - 770
LT Liab 6 403 7 608 6 665 6 436 7 818
PER SHARE STATISTICS (cents per share)
HEPS-C (ZARc) 67.13 357.18 357.38 441.81 127.13 Tot Curr Liab 2 967 4 388 6 311 4 780 3 945
DPS (ZARc) 7.50 77.00 76.00 90.00 26.00 PER SHARE STATISTICS (cents per share)
NAV PS (ZARc) 2 801.15 2 724.36 2 395.02 2 046.07 1 598.08 HEPS-C (ZARc) 3 361.10 - 39 004.60 7 589.20 15 575.00 - 19 375.00
3 Yr Beta 0.20 0.27 0.38 0.55 0.28 NAV PS (ZARc) 14 216.00 19 810.00 183 750.00 193 000.00 193 250.00
Price High 1 750 1 805 1 725 1 200 934 3 Yr Beta 1.47 2.39 4.36 3.95 2.77
Price Low 800 1 270 1 028 491 411 Price High 45 569 53 000 112 250 92 500 282 500
Price Prd End 978 1 672 1 639 1 070 704 Price Low 14 800 13 250 46 000 19 750 13 500
RATIOS Price Prd End 44 800 21 200 46 250 83 750 22 500
Ret on SH Fnd 1.41 14.01 15.94 21.83 7.82 RATIOS
Oper Pft Mgn 3.27 4.49 4.57 5.91 3.14 Ret on SH Fnd - 26.82 - 206.46 - 0.53 8.46 - 91.03
D:E 0.49 0.31 0.23 0.12 0.17 Oper Pft Mgn 17.22 - 10.52 6.80 8.56 - 2.51
Current Ratio 1.30 1.25 1.26 1.38 1.26 D:E 4.62 4.46 1.85 1.45 1.82
Div Cover 4.97 4.90 4.62 4.72 4.77 Current Ratio 1.43 1.78 1.39 1.45 1.71
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