Page 146 - Profile's Stock Exchange Handbook - 2025 Issue 3
P. 146

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

              Momentum Group Ltd.                               Mondi plc

       ISIN: ZAE000269890   SHORT: MOMENTUM   CODE: MTM  ISIN: GB00BMWC6P49   SHORT: MONDIPLC   CODE: MNP
       REG NO: 2000/031756/06  FOUNDED: 2000   LISTED: 2001  REG NO: 6209386   FOUNDED: 2007   LISTED: 2007
       NATURE  OF  BUSINESS:  The  Momentum  Group  is  one  of  South   NATURE OF BUSINESS: Mondi is a global leader in packaging and
        Africa’s largest diversified financial services companies, offering a   paper, contributing to a better world by producing products that
        diverse range of services including protection (life and non-life),   are sustainable by design. We employ 24 000 people in more than
        investment,  long-term  savings  and  healthcare  administration   30  countries  and  operate  an  integrated  business  with  expertise
        through specialised and empowered businesses under the brands   spanning the entire value chain, enabling us to offer our customers
        Momentum,  Metropolitan  and  Guardrisk. The  Group  is  listed  on   a broad range of innovative solutions for consumer and industrial
        the JSE with additional listings on A2X financial markets and the   end-use applications. Sustainability is at the centre of our strategy,
        Namibia Securities Exchange.               with  our  ambitious  commitments  to  2030  focused  on  circular
       SECTOR: Fins--Insurance--Life Insurance--Life Insurance  driven solutions, created by empowered people, taking action on
       NUMBER OF EMPLOYEES: 15 821                 climate.
       DIRECTORS: Marais J (Group CEO), de Beer L (ind ne), Dunkley N J (ind ne),   SECTOR: Inds--IndsGoods&Services--GeneralIndustr--Cont&Pckgng
        Gobalsamy T (ind ne), Jurisich Prof S (ind ne), Leautier Dr F (ind ne, Tzn),   NUMBER OF EMPLOYEES: 24 000
        Matlakala P (ind ne), Mbethe D M, Meyer H P (ne), Park D J (ind ne),    DIRECTORS: Brandtzaeg S R (ind ne), Clark S (snr ind ne), Govil S (ind ne),
        Rapeti S (ind ne), Sieberhagen J J (ind ne), Soondarjee T D (ind ne),    Groth A (ind ne), Macozoma S (ind ne), Strank Dame A (ind ne), Yea P
        Baloyi P C (Chair, ind ne), Cooper P Acting Chair, ind ne),    (Chair, ind ne), King A (CEO), Young S (Sen Deputy Gvnr, ind ne, UK),
        Ketola R (Group CFO)                       Powell M (CFO)
       MAJOR ORDINARY SHAREHOLDERS as at 30 Oct 2024   MAJOR ORDINARY SHAREHOLDERS as at 10 Jun 2025
        Public Investment Corporation SOC Ltd.   15.70%   Public Investment Corporation SOC Ltd.   9.94%
        Government Employees Pension Fund   15.15%   BlackRock, Inc.                  7.06%
        Allan Gray (Pty) Ltd.             10.02%   Coronation Fund Managers           7.01%
       POSTAL ADDRESS: PO Box 7400, Centurion, 0046  POSTAL ADDRESS: Ground Floor, Building 5, The Heights,
       MORE INFO: www.sharedata.co.za/sdo/jse/MTM  Brooklands, Weybridge, Surrey, United Kingdom, KT13 0NY
       COMPANY SECRETARY: Gcobisa Tyusha          MORE INFO: www.sharedata.co.za/sdo/jse/MNP
       TRANSFER SECRETARY: Link Market Services South Africa (Pty) Ltd.  COMPANY SECRETARY: Jenny Hampshire
       SPONSOR: Merrill Lynch SA (Pty) Ltd. t/a BofA Securities  TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
       AUDITORS: Ernst & Young Inc.               SPONSOR: Merrill Lynch SA (Pty) Ltd.
       CAPITAL STRUCTURE      Authorised  Issued  AUDITORS: PwC LLP
       MTM     Ords 0.0001c ea    2 000 000 000    1 362 044 968  CAPITAL STRUCTURE  Authorised  Issued
       DISTRIBUTIONS [ZARc]                       MNP     Ords EUR 20c ea    3 177 608 605     441 412 530
       Ords 0.0001c ea   Ldt      Pay       Amt   DISTRIBUTIONS [EURc]
       Interim No 44   8 Apr 25  14 Apr 25  85.00  Ords EUR 20c ea  Ldt       Pay      Amt
       Final No 43    15 Oct 24  21 Oct 24  65.00  Final No 36    1 Apr 25  16 May 25  46.67
       LIQUIDITY: Jul25 Avg 18m shares p.w., R546.4m(69.3% p.a.)  Interim No 35  20 Aug 24  27 Sep 24  23.33
                                                  LIQUIDITY: Jul25 Avg 4m shares p.w., R1 196.0m(47.3% p.a.)
         MOMENTUM  40 Week MA  LIFE
                                           4000
                                                    MONDIPLC  40 Week MA  GENI        50000
                                           3500
                                           3000                                       45000
                                           2500                                       40000
                                           2000
                                                                                      35000
                                           1500
                                                                                      30000
                                           1000
          2021   2022   2023   2024   2025
                                                                                      25000
                                                     2021   2022   2023   2024   2025
       NOTE: Momentum Metropolitan Holdings Ltd. renamed to
        Momentum Group Ltd. on 17 July 2024.      NOTE: Mondi plc underwent an 11:10 share consolidation on
       FINANCIAL STATISTICS                        24 January 2024, historical figures have been adjusted.
                    Dec 24   Jun 24   Jun 23   Jun 22   Jun 21   FINANCIAL STATISTICS
       (R million)
                   Interim  Final Final(rst) Final(rst) Final(rst)  Dec 24   Dec 23  Dec 22   Dec 21   Dec 20
       Total Premiums  29 349  58 881  56 132  59 520  37 036  (EUR million)  Final  Final  Final Final(rst)  Final
       Inc Fm Inv   18 967  35 279  30 853  25 513  22 040  Turnover  7 416  7 330  8 902  6 974  6 663
       Total Income  27 608  51 671  45 314  70 157  108 360  Op Inc  456  763  1 685  789  868
       Total Outgo  21 366  43 104  38 066  60 963  104 008  NetIntPd(Rcvd)  67  74  138  81  95
       Minority Int   58    89   87    97    93   Minority Int   44    19   73    17    20
       Attrib Inc    3 320  3 847  3 104  3 711  451  Att Inc    218  - 153  1 452  756  582
       TotCompIncLoss  3 474  3 724  3 682  3 779  - 194  TotCompIncLoss  334  186  1 636  807  234
       Ord SH Int   31 803  29 724  28 580  27 738  21 575  Fixed Ass  5 160  4 619  4 167  4 870  4 641
       Minority Int   354  333   290   276   348  Tot Curr Ass  2 779  3 923  3 887  2 921  2 260
       Long-Term Liab  525 135  492 428  437 285  383 607  369 246  Ord SH Int  4 857  5 655  5 794  4 498  4 002
       Cap Employed  741 069  693 442  621 561  561 589  536 386  Minority Int  493  441  460  391  380
       Fixed Assets  3 699  3 586  3 699  3 656  3 437  LT Liab  2 506  1 987  2 472  2 637  2 595
       Investments   9 265  9 188  8 825  9 051  8 938  Tot Curr Liab  1 485  1 881  1 796  1 735  1 390
       Current Assets  732 016  685 541  615 357  552 381  529 860  PER SHARE STATISTICS (cents per share)
       Current Liab  11 563  13 193  14 414  11 615  18 568  HEPS-C (ZARc)  1 205.71  2 901.64 5 003.46  2 987.82  2 558.16
       PER SHARE STATISTICS (cents per share)     DPS (ZARc)  1 360.90  5 047.51 1 441.83  1 214.27  1 242.58
       HEPS-C (ZARc)  243.60  298.60  215.50  297.30  30.90  NAV PS (ZARc)  21 375.20 23 582.92 23 990.52 18 515.94 16 359.50
       DPS (ZARc)    85.00  125.00  120.00  100.00  40.00  3 Yr Beta  0.74  0.73  0.52  0.57  0.66
       NAV PS (ZARc)  2 364.54 2 185.59  2 071.01  1 947.89  1 516.16  Price High  40 102  40 609  45 276  47 306  40 679
       3 Yr Beta     0.58  0.30  0.73  0.91  0.87  Price Low   26 001  30 407  27 568  37 663  25 317
       Price Prd End  3 026  2 290  1 806  1 426  1 950  Price Prd End  27 750  39 930  32 010  43 467  37 743
       Price High    3 172  2 454  2 010  2 270  2 098  RATIOS
       Price Low     2 231  1 760  1 386  1 405  1 282  Ret on SH Fnd  4.90  - 2.20  24.38  15.81  13.74
       RATIOS                                     Oper Pft Mgn  6.15  10.41  18.93  11.31  13.03
       Ret on SH Fund  21.01  13.10  11.05  13.59  2.48  D:E    0.48  0.42  0.41  0.56  0.62
       Ret on Tot Ass  1.68  1.23  1.16  1.64  0.82  Current Ratio  1.87  2.09  2.16  1.68  1.63
       Debt:Equity   16.33  16.38  15.15  13.69  16.84  Div Cover  0.72  - 0.12  3.93  2.47  1.99
       Solvency Mgn%  219.14  51.05  51.43  72.03  59.19
       Payouts:Prem    -    -     -   0.78  0.84
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