Page 150 - Profile's Stock Exchange Handbook - 2025 Issue 2
P. 150

JSE – MOT                                Profile’s Stock Exchange Handbook: 2025 – Issue 2
                                                  Price Low     9 239  7 890  8 828  8 202  2 514
                Motus Holdings Ltd.               Price Prd End  12 151  9 239  10 018  10 700  9 334
        MOT                                       RATIOS
                          ISIN: ZAE000261913      Ret on SH Fnd  12.01  13.67  19.20  23.77  17.61
                          SHORT: MOTUS            Ret On Tot Ass  5.12  5.90  7.27  11.06  8.93
                          CODE: MTH
                          REG NO: 2017/451730/06  Oper Pft Mgn  4.52  4.84  5.37  5.47  4.40
                          FOUNDED: 2017           D:E           1.01  1.01  1.14  0.67  0.69
                          LISTED: 2018            Int Cover     2.52  2.47  4.22  10.02  6.27
                                                  Current Ratio  1.39  1.34  1.40  1.40  1.26
        NATURE OF BUSINESS:                       Div Cover     2.81  2.79  2.83  2.68  2.78
        Motus is a multi-national provider of automotive mobility  NUMBER OF EMPLOYEES: +20 000
        solutions and vehicle products and services, with a leading  DIRECTORS: Njeke M J N (Chair, ind ne),
        market presence in South Africa (SA) as well as a selected in-  Tugendhaft A (Dep Chair, ne), Janse van Rensburg
                                                               O J (CEO), Baijnath B (CFO),
        ternational offering in the United Kingdom (UK), Australia,  Cassel K A (Executive), Mayet S (ind ne),
        South East Asia and Southern and East Africa.          Potgieter J N (ind ne), Roji F (ind ne),
        Motus is a diversified (non-manufacturing) business in the  Sennelo L J (ind ne), van Wyk R (ind ne)
        automotive sector and is SA’s leading automotive group, with  POSTAL ADDRESS:POBox1719, Edenvale,1610
        unrivalled scale and scope across the automotive value chain.  EMAIL: MotusIR@motus.co.za
        Our international focus is selective and aimed at enhancing  Scan the QR code to  WEBSITE: www.motus.co.za
        our offering and contribution to Group performance.  visit our website  TELEPHONE: 010-493-4335
                                                              COMPANY SECRETARY: N E Simelane
        The activities of Motus’ business segments are described
        below:                                    TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
                                                  SPONSOR: Merchantec Capital
        *Import and Distribution: Importer and distributor of  AUDITORS: PricewaterhouseCoopers Inc.
        passenger, light commercial vehicles and parts to serve a  BANKERS: First National Bank Ltd., Nedbank Ltd., The Standard Bank of
        network of dealerships, vehicle rental companies, fleets and  South Africa Ltd.
        government institutions in Southern Africa.
        *Retail and Rental: Retailer of new and pre-owned passenger  CALENDAR  Expected  Status
        andcommercialvehiclesacrossallsegmentsinSAandtheUK,  Next Final Results  2 Sep 2025  Confirmed
        and passenger vehicles in Australia. Selling of parts and acces-  Annual General Meeting  6 Nov 2025  Confirmed
        sories. Servicing and maintenance of vehicles. Rental of  Next Interim Results  Feb 2026  Unconfirmed
        passenger and light commercial vehicles in Southern Africa.
        *Mobility Solutions: Industry leader in the development,  CAPITAL STRUCTURE  AUTHORISED  ISSUED
        management, administration and distribution of innovative  MTH  Ords no par val  394 999 000  179 131 978
        vehicle-related financial products and services. Strategic  DISTRIBUTIONS [ZARc]
        partner to some of SA’s largest insurers and banks. Provider of  Ords no par val  Ldt  Pay  Amt
        fleet management services, telemetry and business process  Interim No 11  1 Apr 25  7 Apr 25  240.00
        outsourcing through sophisticated technology and call centre  Final No 10  1 Oct 24  7 Oct 24  285.00
        capabilities.                             Interim No 9      25 Mar 24  2 Apr 24  235.00
        *Aftermarket Parts: Distributor, wholesaler and retailer of  Final No 8  3 Oct 23  9 Oct 23  410.00
        parts and accessories for out-of-warranty vehicles in Southern  LIQUIDITY: Mar25 Avg 3m shares p.w., R274.7m(75.0% p.a.)
        Africa, the UK and Europe. Distribution centres in SA, Asia,
                                                          GERE       40 Week MA   MOTUS
        the UK, and Europe.
        *Head Office and Eliminations:                                                 13253
        - Centralised treasury functions ;
                                                                                       11148
        - Various head office and holding companies and
        - Inter-segmental and other consolidation eliminations.                        9043
       SECTOR: ConsDisr—Retail—Retailers—SpecialityRetaillers                          6937
       MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2024
         Public Investment Corporation    18.42%                                       4832
         Ukhamba Holdings (Pty) Ltd.      11.19%
         Coronation Fund Managers          9.39%                                       2727
                                                     2020  |  2021  |  2022  |  2023  |  2024  |
       FINANCIAL STATISTICS
       (R million)  Dec 24  Jun 24  Jun 23  Jun 22  Jun 21  Recent Announcements
                   Interim  Final Final(rst)  Final  Final  Motus interim results December 2024 - Thursday, 27 February 2025:
       Turnover     56 175  113 764  106 538  91 978  87 205  Revenue for the period lowered by 2% to R56.2 billion (R57.2
       Op Inc        2 539  5 503  5 723  5 029  3 838  billion) with earnings before interest, taxation, depreciation and
       NetIntPd(Rcvd)  1 010  2 189  1 352  496  543  amortisation coming in 4% less at R4.0 billion (R4.2 billion).
       Tax            387  739   947  1 135  718
       Minority Int   24    43    56   48    44    Operating profit before capital items and net foreign exchange
       Att Inc       1 127  2 436  3 354  3 290  2 098  movements decreased by 4% to R2.5 billion (R2.6 billion) and
       TotCompIncLoss  1 301  1 706  5 929  4 026  820  profit for the period attributable to owners of Motus increasing by
       Hline Erngs-CO  1 138  2 484  3 416  3 504  2 145  1% to R1.13 billion (R1.11 billion). Additionally, headline earnings
       Fixed Ass     8 098  8 078  8 188  7 201  6 872  per share ended 3% higher at 681c per share (662c per share).
       Inv in Assoc   294  270   277   268  289    Dividend
       Inv & Loans    608  581   127   450  526    An interim dividend of 240 cents per ordinary share has been
       Def Tax Asset  1 333  1 518  1 353  1 203  1 286  declared and will be paid in April 2025.
       Tot Curr Ass  44 784  41 599  46 070  29 126  25 157  Board changes
       Ord SH Int   18 956  17 958  17 627  13 924  12 052  During the reporting period,  the following Board  and
       Minority Int   204  179   135   121  114    sub-committee changes occurred:
       LT Liab      14 665  13 492  16 045  8 089  6 332  • OS Arbee, who reached retirement age, retired as Chief Executive
       Tot Curr Liab  32 108  31 018  32 848  20 806  19 959  Officer (CEO) and from the Board and its sub-committees with
       PER SHARE STATISTICS (cents per share)      effect from 31 October 2024.
       EPS (ZARc)   675.00 1 450.00 2 008.00 1 902.00 1 153.00  • OJ Janse van Rensburg was appointed as CEO with effect from 1
       HEPS-C (ZARc)  681.00 1 479.00 2 046.00 2 025.00 1 179.00  November2024andremainsanexecutivedirectorontheBoard.On
       Pct chng p.a.  - 7.9  - 27.7  1.0  71.8  298.3  5 November 2024, he was appointed as a member of the Social,
       Tr 5yr av grwth %  -  54.5  60.6  -    -    Ethics and Sustainability Committee.
       DPS (ZARc)   240.00  520.00  710.00  710.00  415.00  • B Baijnath was appointed as Chief Financial Officer (CFO)
       Pct chng p.a.   -  - 26.8  -   71.1    -
       Tr 5yr av grwth %  -  - 11.1  - 5.8  -  -   designate with effect from 1 August 2024, and as CFO and to the
       NAV PS (ZARc)  10 710.00 10 203.00 10 189.00 8 143.00 6 586.00  Boardasanexecutivedirectorwitheffectfrom1November2024.
       3 Yr Beta     0.65  0.40  0.72  1.70   -
       Price High   12 861  11 060  13 600  12 068  10 114
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