Page 154 - Profile's Stock Exchange Handbook - 2025 Issue 2
P. 154

JSE – MUS                                Profile’s Stock Exchange Handbook: 2025 – Issue 2
                     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.  NUMBER OF EMPLOYEES: 2 463
       SECTOR:Technology—Technology—Hardware&Equipment—Hardware  DIRECTORS: MnisiPJ(ind ne), Mzondeki K (ind ne), Ridley S (ind ne),
       NUMBER OF EMPLOYEES: 1 197                  Siyotula N (ind ne), van der Veen A (Chair, ind ne), Roux P M (CEO),
       DIRECTORS: Coetzee C J, Marlowe P (ind ne), Patmore R B (ld ind ne),  Fullerton G (CFO), Hood A (COO)
        Thomas S (ind ne), Mophatlane I (Chair, ind ne), EbrahimSAB(GroupFD),  MAJOR ORDINARY SHAREHOLDERS as at 13 Nov 2024
        Engelbrecht H (Group CEO)                   PSG Asset Management             11.11%
       MAJOR ORDINARY SHAREHOLDERS as at 15 Nov 2024  Allan Gray                     10.43%
         Novus Holdings Ltd.              35.07%    M&G Investment Management (Pty) Ltd.  10.23%
         The DK Trust                     16.60%  POSTAL ADDRESS: PO Box 69983, Bryanston, 2021
         Government Employees Pension Fund  5.70%  MORE INFO: www.sharedata.co.za/sdo/jse/NPK
       POSTAL ADDRESS: PO Box 1638, Parklands, 2121  COMPANY SECRETARY: Omeshnee Pillay
       MORE INFO: www.sharedata.co.za/sdo/jse/MST  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       COMPANY SECRETARY: Sirkien van Schalkwyk   SPONSOR: PSG Capital (Pty) Ltd.
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  AUDITORS: PricewaterhouseCoopers Inc.
       SPONSOR: Deloitte & Touche Sponsor Services (Pty) Ltd.  CAPITAL STRUCTURE  AUTHORISED  ISSUED
       AUDITORS: BDO South Africa Inc.
                                                  NPK  Ords no par val  600 000 000  8 476 184
       CAPITAL STRUCTURE   AUTHORISED     ISSUED  NPKP  Prefs 200c ea     400 000    400 000
       MST  Ords no par value  250 000 000  57 540 000  NPP1  Prefs 200c ea  100 000  100 000
       DISTRIBUTIONS [ZARc]                       DISTRIBUTIONS [ZARc]
       Ords no par value     Ldt    Pay     Amt   Ords no par val       Ldt     Pay    Amt
       Final No 28        8 Oct 24  14 Oct 24  7.50  Final No 87     8 Jan 16  18 Jan 16  23000.00
       Final No 27       10 Oct 23  16 Oct 23  77.00  Interim No 86  26 Jun 15  6 Jul 15  10500.00
       LIQUIDITY: Apr25 Avg 951 062 shares p.w., R10.9m(85.9% p.a.)  LIQUIDITY: Apr25 Avg 74 405 shares p.w., R28.9m(45.6% p.a.)
               TECH       40 Week MA   MUSTEK
                                                          GENI       40 Week MA   NAMPAK
                                                                                       230209
                                           1503
                                                                                       187267
                                           1257                                        144325
                                           1012                                        101384
                                           766                                         58442
                                           520                                         15500
          2020  |  2021  |  2022  |  2023  |  2024  |  2020  |  2021  |  2022  |  2023  |  2024  |
       FINANCIAL STATISTICS                       NOTES: Nampak Ltd. underwent a share consolidation on a 1:250 basis, his-
       (R million)  Dec 24  Jun 24  Jun 23  Jun 22  Jun 21  torical prices and financials have been adjusted on 26 July 2023.
                   Interim  Final  Final  Final Final(rst)  FINANCIAL STATISTICS
       Turnover      3 665  8 507  10 126  8 910  7 992  (R million)  Sep 24  Sep 23  Sep 22  Sep 21  Sep 20
       Op Inc         96   279   455   407  472              Final  Final Final(rst) Final(rst) Final(rst)
       NetIntPd(Rcvd)  83  206   151   70    70   Turnover   9 956  9 881  16 937  13 958  11 278
       Minority Int    -     -    -     5     3   Op Inc     1 715  - 1 039  1 152  1 195  - 283
       Att Inc        12    21   220   220  294   NetIntPd(Rcvd)  926  1 218  586  485  448
       TotCompIncLoss  19   22   221   223  292   Minority Int  - 9  81    121   170   - 513
       Fixed Ass      248  258   269   202  201   Att Inc    - 373  - 4 033  - 147  207  - 3 468
       Inv & Loans    19    11    13   23    62   TotCompIncLoss  - 702  - 3 936  438  93  - 3 796
       Tot Curr Ass  3 736  4 245  5 050  4 396  2 956  Fixed Ass  3 486  4 341  5 452  5 361  5 906
       Ord SH Int    1 530  1 516  1 568  1 413  1 350  Tot Curr Ass  4 234  7 796  8 771  6 907  6 730
       Minority Int    -     -    -     -     7   Ord SH Int  1 178  1 638  4 662  4 988  5 143
       LT Liab        96   106   101   106  128   Minority Int  244  276   214  - 529  - 770
       Tot Curr Liab  2 733  3 266  4 055  3 491  2 142  LT Liab  6 403  7 608  6 665  6 436  7 818
       PER SHARE STATISTICS (cents per share)     Tot Curr Liab  2 967  4 388  6 311  4 780  3 945
       HEPS-C (ZARc)  23.47  67.13  357.18  357.38  441.81  PER SHARE STATISTICS (cents per share)
       DPS (ZARc)      -   7.50  77.00  76.00  90.00  HEPS-C (ZARc)  3 361.10 - 39 004.60  7 589.20 15 575.00 - 19 375.00
       NAV PS (ZARc)  2 826.95 2 801.15 2 724.36 2 395.02 2 046.07  NAV PS (ZARc) 14 216.00 19 810.00 183 750.00 193 000.00 193 250.00
       3 Yr Beta     0.44  0.20  0.27  0.38  0.55  3 Yr Beta  1.47  2.39   4.36  3.95  2.77
       Price High    1 700  1 750  1 805  1 725  1 200  Price High  45 569  53 000  112 250  92 500  282 500
       Price Low      900  800  1 270  1 028  491  Price Low  14 800  13 250  46 000  19 750  13 500
       Price Prd End  1 589  978  1 672  1 639  1 070  Price Prd End  44 800  21 200  46 250  83 750  22 500
       RATIOS                                     RATIOS
       Ret on SH Fnd  1.68  1.41  14.01  15.94  21.83  Ret on SH Fnd  - 26.82  - 206.46  - 0.53  8.46  - 91.03
       Oper Pft Mgn  2.61  3.27  4.49  4.57  5.91  Oper Pft Mgn  17.22  - 10.52  6.80  8.56  - 2.51
       D:E           0.08  0.49  0.31  0.23  0.12  D:E        4.62  4.46   1.85  1.45  1.82
       Current Ratio  1.37  1.30  1.25  1.26  1.38  Current Ratio  1.43  1.78  1.39  1.45  1.71
       Div Cover       -   4.97  4.90  4.62  4.72

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