Page 89 - Profile's Stock Exchange Handbook - 2025 Issue 2

Profile’s Stock Exchange Handbook: 2025 – Issue 2 JSE – BAL
Balwin Properties Ltd. Barloworld Ltd.
BAL BAR
ISIN: ZAE000209532 SHORT: BALWIN CODE: BWN
REG NO: 2003/028851/06 FOUNDED: 2003 LISTED: 2015
NATURE OF BUSINESS: Balwin is a specialist, national residential
property developer of large-scale, sectional title estates for South Africa’s
growing low-to-middle income population.
SECTOR: RealEstate—RealEstate—InvestmentServices—Holdings
NUMBER OF EMPLOYEES: 0
DIRECTORS: Amosun T (ind ne), Kukama RK(ne), Mokgosi-Mwantembe T
CODE: BAW
(ind ne), Moloko KR(ind ne), Scher J H (ind ne), Shapiro A J (ind ne), ISIN: ZAE000026639 SHORT: BARWORLD CODE: BAWP
ISIN: ZAE000026647
SHORT: BARWORLD6%P
Saven H (Chair, ind ne), Brookes S V (CEO), Bigham J (CFO)
MAJOR ORDINARY SHAREHOLDERS as at 04 Apr 2025 REG NO: 1918/000095/06 FOUNDED: 1902 LISTED: 1941
Brookes S V 33.07% NATURE OF BUSINESS: Barloworld Ltd. is positioned as an industrial
Gray R N 9.29% processing, distribution and services company with two primary areas of
Tatovect (Pty) Ltd. 9.09% focus: Industrial Equipment and Services and Consumer Industries (food
POSTAL ADDRESS: Private Bag X4, Gardenview, Johannesburg, 2047 and ingredient solutions). Barloworld has a primary listing on the main
MORE INFO: www.sharedata.co.za/sdo/jse/BWN board of the JSE Ltd. The group’s corporate offices are situated in
Johannesburg(withheadquartersandtreasuryinJohannesburg,atreasury
COMPANY SECRETARY: Fluidrock Co Sec (Pty) Ltd. in the United Kingdom and the Middle East, and a captive insurance
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. company in the Isle of Man).
SPONSOR: Investec Bank Ltd. SECTOR: Inds—IndsGoods&Services—GeneralIndustr—DiversIndustr
AUDITORS: BDO South Africa Inc.
NUMBER OF EMPLOYEES: 6 234
CAPITAL STRUCTURE AUTHORISED ISSUED DIRECTORS: Chiaranda N (ind ne), NkonyeniV(ind ne),
BWN Ords no par val 1 000 000 000 519 411 852 Odunewu B (ind ne), Mokhesi N V (ld ind ne), Mnxasana N P (ind ne),
Molotsi H N (ind ne), Schmid P (ind ne), Gwagwa Dr N N (Chair, ind ne),
DISTRIBUTIONS [ZARc] Sewela D M (Group CEO), Lila N V (Group FD)
Ords no par val Ldt Pay Amt MAJOR ORDINARY SHAREHOLDERS as at 06 Dec 2024
Final No 13 20 Jun 23 26 Jun 23 14.10 Public Investment Corporation (SOC) Ltd. 19.00%
Interim No 12 6 Dec 22 12 Dec 22 9.90 Zahid Tractor & Heavy Machinery Co. Ltd. 18.90%
Silchester International Investors LLP 17.70%
LIQUIDITY: Apr25 Avg 441 987 shares p.w., R853 691.4(4.4% p.a.)
POSTAL ADDRESS: PO Box 782248, Sandton, 2146
EMAIL: investor@barloworld.com
REDS 40 Week MA BALWIN
539 WEBSITE: www.barloworld.com
TELEPHONE: 011-445-1000
466 COMPANY SECRETARY: Nomini Rapoo
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
392
SPONSORS: Nedbank Corporate and Investment Banking, a division of
Nedbank Ltd.
319
AUDITORS: Ernst & Young, SizweNtsalubaGobodo Grant Thornton Inc.
245 CAPITAL STRUCTURE AUTHORISED ISSUED
BAW Ords 5c ea 400 000 000 189 641 787
172 BAWP Prefs 200c ea 500 000 375 000
2020 | 2021 | 2022 | 2023 | 2024 |
FINANCIAL STATISTICS DISTRIBUTIONS [ZARc]
(Amts in ZAR’000) Aug 24 Feb 24 Feb 23 Feb 22 Feb 21 Ords 5c ea Ldt Pay Amt
Interim Final Final Final Final Final No 190 30 Dec 24 6 Jan 25 310.00
Turnover 852 706 2 356 284 3 326 908 3 125 269 2 700 574 Interim No 189 18 Jun 24 24 Jun 24 210.00
Op Inc 116 397 330 814 592 750 513 046 462 450 LIQUIDITY: Mar25 Avg 2m shares p.w., R223.7m(67.5% p.a.)
NetIntPd(Rcvd) 12 601 20 558 - 4 379 - 2 294 - 2 857
GENI 40 Week MA BARWORLD
Minority Int 496 1 704 1 087 545 209
12668
Att Inc 76 414 215 668 436 267 362 579 336 156
TotCompIncLoss 76 014 218 789 436 862 363 124 336 365
11082
Fixed Ass 610 467 602 201 481 433 259 397 99 810
Inv & Loans 8 664 8 664 8 664 10 264 11 658 9495
Tot Curr Ass 7 014 802 6 984 676 6 752 030 6 277 985 5 272 372
Ord SH Int 4 089 613 4 005 755 3 834 927 3 515 419 3 202 661 7909
Minority Int 3 791 3 295 1 591 504 - 41
6322
LT Liab 1 496 678 1 461 774 1 541 981 1 083 470 387 434
Tot Curr Liab 2 067 051 2 159 523 1 919 748 1 996 588 1 811 109 4736
2020 | 2021 | 2022 | 2023 | 2024 |
PER SHARE STATISTICS (cents per share) NOTES: Barloworld Ltd. historical prices were adjusted to reflect the
HEPS-C (ZARc) 16.26 47.94 91.49 75.88 71.47 unbundling of Zeda Ltd. shares on 13 December 2022.
DPS (ZARc) - - 24.00 20.90 35.80 BarloworlddelistedontheNamibia Securities Exchangeon1March2022.
NAV PS (ZARc) 875.05 858.49 824.38 749.01 682.83 FINANCIAL STATISTICS
3 Yr Beta 0.56 0.53 - 0.01 - 0.19 - 0.19 (R million) Sep 24 Sep 23 Sep 22 Sep 21 Sep 20
Price High 234 322 350 500 534 Final Final Final Final(rst) Final(rst)
Price Low 160 190 236 270 128 Turnover 41 908 45 028 39 383 34 123 33 909
Price Prd End 203 200 315 309 425 Op Inc 3 787 4 332 3 654 3 241 1 958
RATIOS Att Inc 1 900 2 222 2 043 2 756 - 2 499
Ret on SH Fnd 3.76 5.42 11.40 10.33 10.50 Hline Erngs-CO 1 902 2 147 2 131 1 872 - 130
Oper Pft Mgn 13.65 14.04 17.82 16.42 17.12 Fixed Ass 8 567 8 017 7 555 11 417 12 239
Inv in Assoc 2 904 2 835 2 424 1 880 2 148
D:E 0.37 0.36 0.40 0.31 0.12
Current Ratio 3.39 3.23 3.52 3.14 2.91 Ord SH Int 16 359 16 557 18 919 21 422 19 504
Tot Curr Liab*
18 219
24 449
22 381
16 877
21 000
Div Cover - - 3.91 3.70 2.00
PER SHARE STATISTICS (cents per share)
EPS (ZARc) 1 022.20 1 197.00 1 051.90 1 390.90 - 1 236.00
HEPS-C (ZARc) 1 022.10 1 156.30 1 096.30 944.90 - 130.00
DPS (ZARc) 520.00 500.00 1 010.00 1 787.00 -
NAV PS (ZARc) 8 626.26 8 730.67 9 976.00 10 698.00 9 753.00
RATIOS
Ret on SH Fnd 11.71 13.53 17.10 12.10 - 1.50
RONOA 27.30 28.60 28.60 20.30 9.30
Oper Pft Mgn 9.04 9.62 9.28 9.50 5.77
*incl. assets held for sale
87