Page 181 - Profile's Stock Exchange Handbook - 2025 Issue 2
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Profile’s Stock Exchange Handbook: 2025 – Issue 2                       JSE – REU
                                                              POSTALADDRESS:POBox784391,Sandton,2146
                    Reunert Ltd.                              EMAIL: invest@reunert.co.za
                                                              WEBSITE: www.reunert.co.za
        REU
                                                              TELEPHONE: 011-517-9000 FAX: 011-517-9035
                                                              COMPANY SECRETARY: Reunert Management
                                                               Services (Pty) Ltd.
                                                              TRANSFER SECRETARY: JSE Investor Services
                                                               (Pty) Ltd.
                                                              SPONSOR: One Capital
                                                  Scan the QR code to  AUDITORS: KPMG Inc.
                                                   visit our website
                                                              BANKERS: Nedbank Ltd., Rand Merchant Bank,
                                                   Standard Bank
                                                  SEGMENTAL REPORTING as at 30 Sep 24 (asa%of Liabilities)
       ISIN: ZAE000057428  SHORT: REUNERT  CODE: RLO  Electrical Engineering         34.80%
       REG NO: 1913/004355/06  FOUNDED: 1888  LISTED: 1948  Information Communication Technologies  27.52%
                                                    Applied Electronics              20.22%
                                                    Other                            17.49%
        NATURE OF BUSINESS:
        Reunert is a leading industrial group operating a diversified  CALENDAR  Expected  Status
        portfolio of business units organised into its Electrical Engineer-  Next Interim Results  28 May 2025  Confirmed
        ing, ICT and Applied Electronics Segments.  Next Final Results  20 Nov 2025  Confirmed
        It was established in 1888 and listed on the Johannesburg Stock  Annual General Meeting  Feb 2026  Unconfirmed
        Exchange in 1948. Reunert is a constituent of the JSE industrial
        goodsandservices(electronicandelectricalequipment)sector.  CAPITAL STRUCTURE  AUTHORISED  ISSUED
        Reunert is rated AA in the Morgan Stanley Capital International  RLO  Ords no par value  235 000 000  182 665 316
        (MSCI)ESGratingsreport.ThisratingacknowledgesReunertas  DISTRIBUTIONS [ZARc]
        anindustryleadermanagingthemostsignificantenvironmental,  Ords no par value  Ldt  Pay  Amt
        social and governance risks and opportunities.  Final No 197  21 Jan 25  27 Jan 25  276.00
                                                  Interim No 196     18 Jun 24  24 Jun 24  90.00
       SECTOR: Inds—IndsGoods&Services—Elec&ElecEquip—Components  Final No 195  23 Jan 24  29 Jan 24  249.00
       MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2024  Interim No 194  20 Jun 23  26 Jun 23  83.00
         Public Investment Corporation (SOC) Ltd.  13.30%
         Old Mutual Investment Group (SA) (Pty) Ltd.  10.20%  LIQUIDITY: Mar25 Avg 1m shares p.w., R102.7m(40.5% p.a.)
         Sanlam Investment Management (Pty) Ltd.  4.90%
                                                          ELEE       40 Week MA   REUNERT
       FINANCIAL STATISTICS
       (R million)  Sep 24  Sep 23  Sep 22  Sep 21  Sep 20                             8194
                     Final  Final  Final  Final Final(rst)
                                                                                       7126
       Turnover     14 446  13 781  11 129  9 575  8 046
       Op Inc        1 531  1 431  1 231  1 050  208                                   6058
       NetIntPd(Rcvd)  71  120    52   42    42
       Tax            422  359   293   265   82                                        4991
       Minority Int    1    40    17   - 10  - 40
       Att Inc       1 037  919  827   777   47                                        3923
       TotCompIncLoss  976  933  846   769  - 49
                                                                                       2855
       Hline Erngs-CO  1 057  957  826  768  186     2020  |  2021  |  2022  |  2023  |  2024  |
       Fixed Ass      823  811   913   881  826
       FinCo Acc Rec  1 610  1 688  1 579  1 803  1 778  Recent Announcements
       Inv & Loans    283  231   126   240  135   Tuesday, 25 February 2025: At the one hundred and eleventh
       Def Tax Asset  275  202   151   145  172    (111th) annual general meeting (“AGM”) of ordinary
       Tot Curr Ass  8 329  7 358  6 521  5 703  5 260
       Ord SH Int    7 958  7 456  7 057  6 695  6 505  shareholders of Reunert, held today, 25 February 2025, all the
       Minority Int   142  174   133   87    38    ordinary and special resolutions proposed at the AGM were
       LT Liab       1 858  1 739  441  452  348   approved by the requisite majority of votes.
       Tot Curr Liab  3 569  3 263  3 301  3 103  2 835  Friday, 21 February 2025: Shareholders were advised of Nick
       PER SHARE STATISTICS (cents per share)      Thomson’s pending retirement from his role as Group Chief
       EPS (ZARc)   652.00  578.00  520.00  483.00  29.00  Financial Officer (“Group CFO”).
       HEPS-C (ZARc)  665.00  602.00  519.00  478.00  115.00  The board of directors of the Company announced that Mark
       Pct chng p.a.  10.5  16.0  8.6  315.7  - 79.9  Kathan has been appointed as Nick’s successor. Mark will join
       Tr 5yr av grwth %  54.2  48.4  45.9  48.0  - 15.8
       DPS (ZARc)   366.00  332.00  299.00  277.00  257.00  Reunert on 1 March 2025, and will assume the role of Group
       Pct chng p.a.  10.2  11.0  7.9  7.8  - 49.9  CFO and executive director on 1 April 2025.
       Tr 5yr av grwth%  -2.6  -3.8  -5.2  -5.2  -5.2  Nick will retire as Group CFO on 31 March 2025 and from the
       NAV PS (ZARc)  4 356.60 4 030.94 3 815.23 3 619.52 3 516.80  Board on 30 September 2025.
       3 Yr Beta     0.40  0.46  0.47  0.47  0.32  Monday, 27 January 2025: The Company has issued a
       Price High    8 322  6 391  5 582  5 779  7 918  supplementary  notice  of  annual  general  meeting
       Price Low     5 669  4 300  3 611  2 887  2 806  (“Supplementary Notice”), to be read in conjunction with the
       Price Prd End  8 100  6 016  4 330  4 751  2 863
                                                   Original Notice, and available on the Company’s website at:
       RATIOS                                      reunert.co.za/pdf/annual-reports/2024/reunert-
       Ret on SH Fnd  12.81  12.57  11.74  11.31  0.11  supplementary-agm-2024.pdf. The Supplementary Notice will
       Ret On Tot Ass  12.61  12.48  12.00  11.52  1.06
       Oper Pft Mgn  10.60  10.38  11.06  10.97  2.59  be distributed today, 27 January 2025, to Shareholders recorded
       D:E           0.23  0.24  0.15  0.18  0.16  in the Company’s securities register on Friday, 13 December
       Int Cover     21.56  11.93  23.67  25.00  4.95  2024, being the record date used to determine which
       Current Ratio  2.33  2.25  1.98  1.84  1.86  Shareholders were entitled to receive the Original Notice.
       Div Cover     1.78  1.74  1.74  1.74  0.11  A   revised  Form  of  Proxy  (available  at
       NUMBER OF EMPLOYEES: 6 488                  reunert.co.za/pdf/annual-reports/2024/reunert-proxy-form-
       DIRECTORS: Abdool-Samad T (ind ne), BoëttgerRJ(ind ne),  2024.pdf)  accompanies  the  Supplementary  Notice,
        DalgleishGB(ind ne), EbokaTNM(ind ne), FourieLP(ind ne),  incorporating the aforesaid changes.
        HulleyJP(ind ne), Matshoba-RamuedzisiMT(ind ne), Moodley M,
        Thomson N A, Husain M J (Chair, ind ne), Dickson A E (CEO), Kathan  All other information pertaining to the Reunert annual general
        M (CFO)                                    meeting as announced on SENS on Friday, 20 December 2024,
       POPULAR BRAND NAMES: +OneX, Blue Nova Energy, CBI-electric,  remains unchanged.
        ECN, Etion Create, IQ Business, Lumika, Nanoteq, Nashua, Omnigo,
        Quince Capital, Reutech Communications, Reutech Radar Systems,
        Reutech Solutions, Skywire, Terra Firma, Zamefa
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