Page 148 - Profile's Stock Exchange Handbook - 2025 Issue 3

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

Motus Holdings Ltd. NAV PS (ZARc) 10 710.00 10 203.00 10 189.00 8 143.00 6 586.00 -
0.72
0.40
0.65
1.70
3 Yr Beta
Price High 12 861 11 060 13 600 12 068 10 114
ISIN: ZAE000261913 Price Low 9 239 7 890 8 828 8 202 2 514
SHORT: MOTUS Price Prd End 12 151 9 239 10 018 10 700 9 334
CODE: MTH RATIOS
REG NO: 2017/451730/06 Ret on SH Fnd 12.01 13.67 19.20 23.77 17.61
FOUNDED: 2017 Ret On Tot Ass 5.12 5.90 7.27 11.06 8.93
LISTED: 2018 Oper Pft Mgn 4.52 4.84 5.37 5.47 4.40
0.67
NATURE OF BUSINESS: D:E 1.01 1.01 1.14 10.02 0.69
Int Cover
6.27
2.52
4.22
2.47
Motus is a multi-national provider of automotive mobility Current Ratio 1.39 1.34 1.40 1.40 1.26
solutions and vehicle products and services, with a leading Div Cover 2.81 2.79 2.83 2.68 2.78
market presence in South Africa (SA) as well as a selected NUMBER OF EMPLOYEES: +20 000
international offering in the United Kingdom (UK), Australia, DIRECTORS: Njeke M J N (Chair, ind ne),
South East Asia and Southern and East Africa. Tugendhaft A (Dep Chair, ne), Janse van
Motus is a diversified (non-manufacturing) business in the Rensburg O J (CEO), Baijnath B (CFO), Cassel
K A (Executive), Mayet S (ind ne), Potgieter J
automotive sector and is SA’s leading automotive group, with N (ind ne), Roji F (ind ne), Sennelo L J (ind ne),
unrivalled scale and scope across the automotive value chain. van Wyk R (ind ne)
Our international focus is selective and aimed at enhancing our POSTAL ADDRESS: PO Box 1719, Edenvale, 1610
offering and contribution to Group performance. Scan the QR code to EMAIL: MotusIR@motus.co.za
The activities of Motus’ business segments are described below: visit our website WEBSITE: www.motus.co.za
TELEPHONE: 010-493-4335
*Import and Distribution: Importer and distributor of passenger, COMPANY SECRETARY: N E Simelane
light commercial vehicles and parts to serve a network of TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
dealerships, vehicle rental companies, fleets and government SPONSOR: Merchantec Capital
institutions in Southern Africa. AUDITORS: PricewaterhouseCoopers Inc.
BANKERS: First National Bank Ltd., Nedbank Ltd., The Standard Bank
*Retail and Rental: Retailer of new and pre-owned passenger of South Africa Ltd.
and commercial vehicles across all segments in SA and the CALENDAR Expected Status
UK, and passenger vehicles in Australia. Selling of parts and Next Final Results 2 Sep 2025 Confirmed
accessories. Servicing and maintenance of vehicles. Rental of Annual General Meeting 6 Nov 2025 Confirmed
passenger and light commercial vehicles in Southern Africa. Next Interim Results Feb 2026 Unconfirmed
*Mobility Solutions: Industry leader in the development, CAPITAL STRUCTURE Authorised Issued
management, administration and distribution of innovative MTH Ords no par value 394 999 000 179 463 447
vehicle-related financial products and services. Strategic DISTRIBUTIONS [ZARc]
partner to some of SA’s largest insurers and banks. Provider of Ords no par value Ldt Pay Amt
fleet management services, telemetry and business process Interim No 11 1 Apr 25 7 Apr 25 240.00
outsourcing through sophisticated technology and call centre Final No 10 1 Oct 24 7 Oct 24 285.00
capabilities. Interim No 9 25 Mar 24 2 Apr 24 235.00
*Aftermarket Parts: Distributor, wholesaler and retailer of parts Final No 8 3 Oct 23 9 Oct 23 410.00
and accessories for out-of-warranty vehicles in Southern Africa, LIQUIDITY: Jun25 Avg 3m shares p.w., R314.1m(88.4% p.a.)
the UK and Europe. Distribution centres in SA, Asia, the UK and MOTUS 40 Week MA GERE
Europe. 14000
*Head Office and Eliminations: 12000
- Centralised treasury functions ; 10000
- Various head office and holding companies and 8000
- Inter-segmental and other consolidation eliminations. 6000
4000
SECTOR: ConsDisr--Retail--Retailers--SpecialityRetaillers
MAJOR ORDINARY SHAREHOLDERS as at 30 June 2024 2021 2022 2023 2024 2025 2000
Public Investment Corporation 18.42%
Ukhamba Holdings (Pty) Ltd. 11.19%
Coronation Fund Managers 9.86% RECENT ANNOUNCEMENTS
FINANCIAL STATISTICS Motus interim results December 2024 - Thursday, 27
Dec 24 Jun 24 Jun 23 Jun 22 Jun 21 February 2025: Revenue for the period lowered by 2% to R56.2
(R million) Interim Final Final(rst) Final Final billion (R57.2 billion) with earnings before interest, taxation,
Turnover 56 175 113 764 106 538 91 978 87 205 depreciation and amortisation coming in 4% less at R4.0 billion
Op Inc 2 539 5 503 5 723 5 029 3 838 (R4.2 billion). Operating profit before capital items and net
NetIntPd(Rcvd) 1 010 2 189 1 352 496 543 foreign exchange movements decreased by 4% to R2.5 billion
Tax 387 739 947 1 135 718 (R2.6 billion) and profit for the period attributable to owners
Minority Int 24 43 56 48 44 of Motus increasing by 1% to R1.13 billion (R1.11 billion).
Att Inc 1 127 2 436 3 354 3 290 2 098 Additionally, headline earnings per share ended 3% higher at
TotCompIncLoss 1 301 1 706 5 929 4 026 820 681c per share (662c per share).
Hline Erngs-CO 1 138 2 484 3 416 3 504 2 145 Dividend
Fixed Ass 8 098 8 078 8 188 7 201 6 872
Inv in Assoc 294 270 277 268 289 An interim dividend of 240 cents per ordinary share has been
Inv & Loans 608 581 127 450 526 declared and will be paid in April 2025.
Def Tax Asset 1 333 1 518 1 353 1 203 1 286 Board changes
Tot Curr Ass 44 784 41 599 46 070 29 126 25 157 During the reporting period, the following Board and sub-
Ord SH Int 18 956 17 958 17 627 13 924 12 052 committee changes occurred:
Minority Int 204 179 135 121 114 • OS Arbee, who reached retirement age, retired as Chief
LT Liab 14 665 13 492 16 045 8 089 6 332 Executive Officer (CEO) and from the Board and its sub-
Tot Curr Liab 32 108 31 018 32 848 20 806 19 959 committees with effect from 31 October 2024.
PER SHARE STATISTICS (cents per share) • OJ Janse van Rensburg was appointed as CEO with effect from
EPS (ZARc) 675.00 1 450.00 2 008.00 1 902.00 1 153.00 1 November 2024 and remains an executive director on the
HEPS-C (ZARc) 681.00 1 479.00 2 046.00 2 025.00 1 179.00 Board. On 5 November 2024, he was appointed as a member of
Pct chng p.a. - 7.9 - 27.7 1.0 71.8 298.3 the Social, Ethics and Sustainability Committee.
Tr 5yr av grwth % - 54.5 60.6 - - • B Baijnath was appointed as Chief Financial Officer (CFO)
DPS (ZARc) 240.00 520.00 710.00 710.00 415.00 designate with effect from 1 August 2024, and as CFO
Pct chng p.a. - 7.7 - 26.8 - 71.1 - and to the Board as an executive director with effect from
Tr 5yr av grwth % - - 11.1 - 5.8 - - 1 November 2024.
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