Page 128 - Profile's Stock Exchange Handbook - 2025 Issue 3
P. 128

JSE - HUD                                Profile’s Stock Exchange Handbook: 2025 - Issue 3

               Hudaco Industries Ltd.                        Huge Group Ltd.
                                ISIN: ZAE000003273
                                SHORT: HUDACO     ISIN: ZAE000102042   SHORT: HUGE   CODE: HUG
                                CODE: HDC         REG NO: 2006/023587/06   FOUNDED: 1993   LISTED: 2007
                                REG NO: 1985/004617/06  NATURE OF BUSINESS: Huge Group is a South African investment
                                FOUNDED: 1891      entity that listed on the AltX in 2007 and moved to the Main Board
                                LISTED: 1985       of the JSE in 2016. With its investment philosophy, the company
       NATURE OF BUSINESS: Hudaco Industries is a South African group   aims to identify high value, specialised, investment opportunities
        specialising  in  the  importation  and  distribution  of  high-quality   while leveraging its in-depth investment expertise, predominantly
        branded  automotive,  industrial  and  electronic  consumable   in information technology-focused and related sectors. Over the
        products, mainly in the southern African region. Hudaco sources   past  decade,  Huge  has  focused  its  efforts  on  building  a  future-
        branded  products,  mainly  on  an  exclusive  basis,  directly  from   ready investment ecosystem with a solid architectural foundation.
        leading  international  manufacturers  and  to  a  lesser  extent  from   Huge  has  done  so  by  making  carefully  selected  investments  in
        local  manufacturers.  Hudaco  seeks  out  niche  areas  in  markets   companies  with  specific  attributes  that  enable  Huge  Group  to
        where  customers  need,  and  are  prepared  to  pay  for,  the  value   unlock exponential value for its stakeholders.
        Hudaco adds to the products it distributes.  SECTOR: Telecoms--Telecoms--TelecomServiceProvider--TelecomServices
       SECTOR: Inds--IndsGoods&Services--IndsSupptServ--Industrial Supplies  NUMBER OF EMPLOYEES: 148
       NUMBER OF EMPLOYEES: 3 582
       DIRECTORS: Bulo B (ind ne), Mandindi N (ind ne), Moabi T (ind ne),   DIRECTORS: Boakye M (ind ne), Gammie D R (ind ne), Mokholo V M (ne),
        Smith E, Thompson M (ld ind ne), Connelly S J (Chair, ne), Dunford   van de Merwe I D J, Williams C (ind ne), Kathan V H T (Chair, ind ne),
        G R (Group CE), Amoils C V (Group FD)      Herbst J C (CEO), van Tonder T (CCO)
       MAJOR ORDINARY SHAREHOLDERS as at 30 Nov 2024   MAJOR ORDINARY SHAREHOLDERS as at 16 Apr 2025
        Government Employees Pension Fund   14.60%   Praesidium SA Hedge Fund en commandite partners   21.77%
        Ninety One Emerging Companies Fund   4.27%   UBS Group AG                     9.59%
        Invesco Advisers Inc.              4.24%   Pacific Breeze Trading (Pty) Ltd.   8.26%
       POSTAL ADDRESS: Private Bag 13, Elandsfontein, 1406  POSTAL ADDRESS: Postnet Suite 251, Private Bag X1, Melrose Arch, 2076
       EMAIL: info@hudaco.co.za   WEBSITE: www.hudaco.co.za  MORE INFO: www.sharedata.co.za/sdo/jse/HUG
       TELEPHONE: 011-657-5000                    COMPANY SECRETARY: CIS Company Secretaries (Pty) Ltd.
       COMPANY SECRETARY: Natasha Davies          TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  SPONSOR: Questco Corporate Advisory (Pty) Ltd.
       SPONSOR: Nedbank Corporate and Investment Banking  AUDITORS: Moore Johannesburg Inc.
       AUDITORS: Deloitte & Touche Inc.           CAPITAL STRUCTURE      Authorised   Issued
       CAPITAL STRUCTURE      Authorised  Issued  HUG     Ords 0.01c ea    1 000 000 000     172 561 721
       HDC    Ords 10c ea        40 000 000     30 895 980
       DISTRIBUTIONS [ZARc]                       DISTRIBUTIONS [ZARc]
                                                                    Ldt
                                                                              Pay
       Ords 10c ea         Ldt       Pay    Amt   Ords 0.01c ea  10 Dec 19  17 Dec 19  Amt
                                                  Interim No 5
                                                                                       6.25
       Interim No 76     5 Aug 25  11 Aug 25  350.00  Final No 4  18 Jun 19  24 Jun 19  12.50
       Final No 75      25 Feb 25  3 Mar 25  700.00
       LIQUIDITY: Jul25 Avg 139 439 shares p.w., R26.8m(23.5% p.a.)  LIQUIDITY: Jul25 Avg 737 772 shares p.w., R1.4m(22.2% p.a.)
                                                    HUGE  40 Week MA  FTEL
        HUDACO  40 Week MA  SUPS                                                      800
                                            35000
                                                                                      700
                                            30000
                                                                                      600
                                            25000
                                                                                      500
                                            20000                                     400
                                            15000                                     300
                                                                                      200
                                            10000
                                                                                      100
                                            5000     2021   2022   2023   2024   2025
          2021   2022    2023   2024   2025
       FINANCIAL STATISTICS                       FINANCIAL STATISTICS Feb 25   Feb 24  Feb 23   Feb 22   Feb 21
       (R million)  May 25   Nov 24  Nov 23   Nov 22   Nov 21   (R ’000)  Final  Final  Final  Final  Final
                   Interim
                          Final
                                            Final
                                Final
                                      Final
       Turnover      3 886  8 379  8 897  8 151  7 258  Turnover  12 599  59 131  33 700  7 100  469 857
       Op Inc         419  1 007  1 071  1 019  826  Op Inc   - 118 450  - 45 624  28 965  504 124  65 877
       NetIntPd(Rcvd)  60  153   150   87    68   NetIntPd(Rcvd)  27 116  - 12 009  - 6 085  - 5 239  14 401
       Tax            95   219   245   256   218  Minority Int    -     -    -     -   3 846
       Minority Int   25    40   58    79    51   Att Inc     - 61 514  35 375  80 246  517 643  38 568
       Att Inc        267  506   611   596   499  TotCompIncLoss  - 61 514  35 374  80 247  517 643  64 277
       TotCompIncLoss  297  555  703   693   554  Fixed Ass      144  191   276   106  306 745
       Hline Erngs-CO  266  571  613   596   498  Inv & Loans  1 807 940 1 822 640 1 729 337 1 643 044  84 870
       Fixed Ass      402  377   363   309   285  Tot Curr Ass  16 728  152 031  28 154  40 922  177 850
       Right-of-use Assets  359  361  406  382  442  Ord SH Int  1 602 573 1 664 087 1 628 714 1 551 925 1 014 292
       Def Tax Asset   -    59   43    82    75   Minority Int    -     -    -     -  - 49 971
       Tot Curr Ass  4 352  4 059  4 428  3 949  3 472  LT Liab  325 722  344 854  175 349  117 388  185 440
                                                                          34 136
                                                                                33 688
                                                                     17 382
                                                  Tot Curr Liab
                                                                6 475
                                                                                     108 371
       Ord SH Int    3 454  3 410  3 285  3 096  2 863
       Minority Int   201  201   196   158   113  PER SHARE STATISTICS (cents per share)
       LT Liab       1 663  1 108  1 602  1 081  1 003  HEPS-C (ZARc)  - 35.65  20.50  46.38  58.81  27.67
       Tot Curr Liab  1 590  1 509  1 574  1 608  1 471  NAV PS (ZARc)  928.69  964.54  943.85  896.75  594.90
       PER SHARE STATISTICS (cents per share)     3 Yr Beta     0.20  0.44  0.52  0.44  0.24
       EPS (ZARc)   941.00  1 782.00 2 142.00  2 007.00  1 643.00  Price High  250  295  400  690  690
       HEPS-C (ZARc)  938.00  2 012.00 2 148.00  2 007.00  1 641.00  Price Low  151  153  220  275  285
       DPS (ZARc)   350.00  1 025.00 1 025.00  925.00  760.00  Price Prd End  190  220  270  340  690
       NAV PS (ZARc)  12 174.00 12 012.00 11 571.00 10 647.00  9 541.00  RATIOS
       3 Yr Beta     0.34  0.34  0.33  0.65  0.73  Ret on SH Fnd  - 3.84  2.13  4.93  33.35  4.40
       Price High   22 870  20 899  17 499  16 000  15 400  Oper Pft Mgn  - 940.15  - 77.16  85.95  7 100.34  14.02
       Price Low    16 000  15 406  13 800  12 199  6 800  D:E  0.21  0.21  0.13  0.10  0.25
       Price Prd End  19 751  20 050  16 320  14 000  13 950  Current Ratio  2.58  8.75  0.82  1.21  1.64
       RATIOS
       Ret on SH Fnd  15.98  15.18  19.25  20.84  18.48
       Ret On Tot Ass  14.04  17.59  17.58  19.74  17.82
       Oper Pft Mgn  10.78  12.02  12.04  12.50  11.38
       D:E           0.50  0.34  0.49  0.36  0.36
       Int Cover     6.98  6.58  7.14  11.71  12.15
       Current Ratio  2.74  2.69  2.81  2.46  2.36
       Div Cover     2.69  1.74  2.09  2.17  2.16
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