Page 203 - Profile's Stock Exchange Handbook - 2025 Issue 2

Profile’s Stock Exchange Handbook: 2025 – Issue 2 JSE – SUP
Supermarket Income REIT plc Sygnia Ltd.
SUP SYG
ISIN: GB00BF345X11 SHORT: SUPR CODE: SRI ISIN: ZAE000208815 SHORT: SYGNIA CODE: SYG
REG NO: 24/10799126 FOUNDED: 2017 LISTED: 2024 REG NO: 2007/025416/06 FOUNDED: 2015 LISTED: 2015
NATURE OF BUSINESS: Supermarket Income REIT plc (SUPR) is a NATURE OF BUSINESS: Sygnia is a financial services group based in South
United Kingdom-based Real Estate Investment Trust (REIT) and a leading Africa and the United Kingdom and is listed on the Johannesburg Stock
investor in omnichannel supermarket properties across the United Exchange and the A2X exchange. The Group focuses on the provision of
Kingdom (UK) and France. SUPR invests in supermarket properties investment management solutions and administration services to
forming a key part of the future model of grocery. SUPR’s core UK grocery institutional and retail clients located predominantly in South Africa.
market has grown by 35% since SUPR listed on the LSE, from GBP185 SECTOR: Fins—FinServcs—InvBnkng&BrokerServcs—AssMgrs&Custodians
billion in 2017 to GBP252 billion in 2024. NUMBER OF EMPLOYEES: 337
SECTOR: RealEstate—RealEstate—REITS—Retail DIRECTORS: Boyd J (ind ne), Cavaleros G (ld ind ne), Corelli J, Jakoet A
NUMBER OF EMPLOYEES: 0 (ind ne), Bhorat H I (Chair, ne), Wierzycka M F (CEO), Ismail R (CFO)
DIRECTORS: Austen J, Blundell R (ne), Davies F, Prior V, Shah S (ne), MAJOR ORDINARY SHAREHOLDERS as at 30 Sep 2024
Vanderspar C, Hewson N (Chair, ind ne), Abraham R (CEO), Sapayoa Investments (Pty) Ltd. 29.98%
Perkins M (CFO) SJB Peile 29.26%
MAJOR ORDINARY SHAREHOLDERS as at 26 Mar 2025 Clifford Street Holdings Ltd. 6.90%
Schroders plc 5.08% POSTAL ADDRESS: PO Box 51591, Waterfront, 8002
BlackRock Inc. 5.00% MORE INFO: www.sharedata.co.za/sdo/jse/SYG
Ameriprise Financial Inc. 4.70% COMPANY SECRETARY: Leanne van Wyk
POSTAL ADDRESS: The Scalpel, 18th Floor, 52 Lime Street, London, TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
United Kingdom, EC3M 7AF SPONSOR: Standard Bank of South Africa Ltd.
MORE INFO: www.sharedata.co.za/sdo/jse/SRI AUDITORS: Forvis Mazars
COMPANY SECRETARY: Hanway Advisory Ltd.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. CAPITAL STRUCTURE AUTHORISED ISSUED
SPONSOR: PSG Capital (Pty) Ltd. SYG Ords no par value 500 000 000 152 030 696
AUDITORS: BDO LLP DISTRIBUTIONS [ZARc]
CAPITAL STRUCTURE AUTHORISED ISSUED Ords no par value Ldt Pay Amt
SRI Ords of GBP1p ea - 1 246 239 185 Final No 19 20 Dec 24 30 Dec 24 127.00
Interim No 18 25 Jun 24 1 Jul 24 90.00
DISTRIBUTIONS [GBPp]
Ords of GBP1p ea Ldt Pay Amt LIQUIDITY: Apr25 Avg 256 199 shares p.w., R5.5m(8.8% p.a.)
Quarterly No 2 22 Apr 25 23 May 25 1.53 GENF 40 Week MA SYGNIA
Interim No 1 28 Jan 25 28 Feb 25 1.53
2499
LIQUIDITY: Apr25 Avg 860 757 shares p.w., R16.0m(3.6% p.a.)
2123
REIV 80 Day MA SUPR
2040 1746
1370
1918
1796 993
1674 617
2020 | 2021 | 2022 | 2023 | 2024 |
1552 FINANCIAL STATISTICS
(R million) Sep 24 Sep 23 Sep 22 Sep 21 Sep 20
1430 Final Final Final Final Final
| Jan 25 | Feb | Mar | Apr
Turnover 946 844 809 737 661
FINANCIAL STATISTICS Op Inc 437 381 380 325 279
(Amts in GBP’000) Dec 24 NetIntPd(Rcvd) - 37 -29 - 15 -7 -10
Interim Att Inc 347 300 287 240 206
NetRent/InvInc 54 862 TotCompIncLoss 347 303 287 241 206
Total Inc 65 398 Fixed Ass 17 15 18 22 27
Attrib Inc 35 920 Inv & Loans 163 387 141 133 126 633 127 014 106 731
TotCompIncLoss 35 920 Tot Curr Ass 492 1 510 526 980 773
Ord UntHs Int 1 117 446 Ord SH Int 850 821 841 781 703
FixedAss/Prop 1 763 040 LT Liab 174 233 218 94 206
Tot Curr Ass 65 460 Tot Curr Liab 163 392 142 088 126 558 127 590 107 105
Total Ass 1 911 907 PER SHARE STATISTICS (cents per share)
Tot Curr Liab 128 643 HEPS-C (ZARc) 229.10 198.90 191.30 170.70 146.40
DPS (ZARc) 217.00 210.00 210.00 135.00 110.00
PER SHARE STATISTICS (cents per share)
HEPLU-C (ZARc) 55.56 NAV PS (ZARc) 558.48 543.90 559.40 522.00 499.20
0.15
3 Yr Beta
1.01
0.77
0.44
1.02
DPLU (ZARc) 34.79
NAV (ZARc) 2 128.50 Price High 2 285 1 990 1 950 2 125 1 495
1 450
654
1 315
1 351
Price Low
1 660
Price Prd End 1 585 Price Prd End 2 050 1 800 1 647 1 712 1 440
Price High 1 750 RATIOS
Price Low 1 543 Ret on SH Fnd 40.83 36.59 34.15 30.85 29.32
RATIOS Oper Pft Mgn 46.23 45.16 46.98 44.13 42.23
RetOnSH Funds 6.43 D:E 0.20 0.28 0.26 0.73 0.42
RetOnTotAss 6.84 Current Ratio - 0.01 - 0.01 0.01
Debt:Equity 0.67 Div Cover 1.06 0.95 0.91 1.26 1.33
OperRetOnInv 6.22
OpInc:Turnover 87.87
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