Page 156 - Profile's Stock Exchange Handbook - 2025 Issue 3

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

Ninety One plc Northam Platinum Holdings Ltd.

ISIN: GB00BJHPLV88 SHORT: NINETY 1P CODE: N91 ISIN: ZAE000298253 SHORT: NORTHAM CODE: NPH
REG NO: 12245293 FOUNDED: 2019 LISTED: 2020 REG NO: 2020/905346/06 FOUNDED: 2020 LISTED: 2021
NATURE OF BUSINESS: Ninety One is an independent investment NATURE OF BUSINESS: Northam is an independent, empowered,
manager, founded in South Africa in 1991. It operates and invests integrated primary producer of PGMs and associated base metals
globally and offers a range of active strategies to its global client benefitting from the full mine to market value chain. Northam
base. Ninety One is listed on the London and Johannesburg Stock Platinum Holdings Ltd. shares are listed on the Main Board of
Exchanges. the securities exchange operated by the JSE Ltd. (JSE) under
SECTOR: Fins--FinServcs--InvBnkng&BrokerServcs--AssMgrs&Custodians equity share code NPH. The debt instruments (issued by Northam
NUMBER OF EMPLOYEES: 1 230 Platinum Ltd.) are listed on the interest rate market of the JSE under
DIRECTORS: Aranda I F B (ind ne, Esp), Cochrane V S (ind ne, UK), the debt issuer code NHMI.Northam Platinum Holdings Ltd. were
Keogh C D (snr ind ne, UK), Mabuza B A (ind ne), Shuenyane K L (ind ne), initially listed in 1987 as Northam Platinum Ltd. (JSE equity share
Penny G P H (Chair, ind ne, UK), du Toit H J (CEO), code NHM). In 2021, Northam Platinum Holdings Ltd. was listed,
McFarland K (FD, UK) and Northam Platinum Ltd. became its operating subsidiary and
MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025 was consequently delisted.
Forty Two Point Two 33.45% SECTOR: Basic Materials--Basic Resrcs--PreciousMet&Min--Plat&PrecMet
Investec Investments 14.95% NUMBER OF EMPLOYEES: 22 691
Public Investment Corporation (SOC) Ltd. 9.26% DIRECTORS: Hanekom W A (ind ne), Hickey H H (ld ind ne), Jekwa Dr N Y
POSTAL ADDRESS: 55 Gresham Street, London, United Kingdom, (ind ne), Kgosi T E (ne), Lewis G T (ind ne, UK), Smithies J G (ind ne, UK),
EC2V 7EL Wildschutt G (ind ne), Jonas M H (Chair, ind ne), Dunne P A (CEO, UK),
MORE INFO: www.sharedata.co.za/sdo/jse/N91 Coetzee A H (CFO)
COMPANY SECRETARY: Amina Rasool MAJOR ORDINARY SHAREHOLDERS as at 7 Jul 2025
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. Public Investment Corporation (SOC) Ltd. 20.40%
SPONSOR: JP Morgan Equities South Africa (Pty) Ltd. Coronation Asset Management (Pty) Ltd. 15.05%
AUDITORS: PwC Inc. M&G Plc 10.88%
CAPITAL STRUCTURE Authorised Issued POSTAL ADDRESS: PO Box 412694, Craighall, 2024
N91 Ords of GBP0.01p ea - 628 572 786 MORE INFO: www.sharedata.co.za/sdo/jse/NPH
COMPANY SECRETARY: Patricia Beatrice Beale
DISTRIBUTIONS [GBPp] TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
Ords of GBP0.01p ea Ldt Pay Amt SPONSOR: One Capital
Final No 10 15 Jul 25 7 Aug 25 6.80 AUDITORS: PricewaterhouseCoopers Inc.
Interim No 9 10 Dec 24 31 Dec 24 5.40 CAPITAL STRUCTURE Authorised Issued
LIQUIDITY: Jul25 Avg 4m shares p.w., R152.2m(33.4% p.a.) NPH Ords no par value 2 000 000 000 400 102 916
DISTRIBUTIONS [ZARc]
NINETY 1P 40 Week MA GENF
9000
Ords no par value Ldt Pay Amt
8000 Interim No 30 17 Mar 25 24 Mar 25 15.00
Final No 29 17 Sep 24 23 Sep 24 70.00
7000
LIQUIDITY: Jul25 Avg 13m shares p.w., R1 693.9m(171.3% p.a.)
6000
NORTHAM 40 Week MA MINI
5000 30000
4000 25000
3000
2021 2022 2023 2024 2025 20000
FINANCIAL STATISTICS 15000
Mar 25 Mar 24 Mar 23 Mar 22 Mar 21
(GBP ’000) 10000
Final Final Final Final(rst) Final
Turnover 700 000 697 800 745 500 795 100 755 900 5000
Op Inc 188 300 202 600 206 800 252 300 211 600 2021 2022 2023 2024 2025
NetIntPd(Rcvd) - 16 000 - 14 200 - 5 800 100 1 500
Minority Int - - - - 200 FINANCIAL STATISTICS
Att Inc 150 100 163 900 163 800 205 300 154 400 Dec 24 Jun 24 Jun 23 Jun 22 Jun 21
TotCompIncLoss 150 100 157 600 149 900 216 500 161 000 (R million) Interim Final Final(rst) Final(rst) Final
Fixed Ass 21 200 21 300 23 000 26 600 30 700 Wrk Revenue 14 534 30 766 39 548 34 064 32 627
Inv & Loans 48 600 49 400 43 500 36 300 5 500 Wrk Pft 1 083 4 824 15 447 14 885 16 107
Tot Curr Ass 12 044 600 10 940 700 10 636 400 11 503 800 9 737 400 NetIntPd(Rcd) 724 1 870 2 540 1 560 705
Ord SH Int 373 400 367 400 349 800 341 500 253 200 Att Inc 240 1 798 2 554 9 846 9 383
Minority Int 200 200 100 100 100 TotCompIncLoss 241 1 796 2 566 9 856 9 356
LT Liab 151 600 156 000 150 200 160 200 175 400 Ord SH Int 30 448 30 480 31 460 28 893 19 015
Tot Curr Liab 11 686 900 10 594 900 10 312 300 11 180 300 9 468 300 LT Liab 7 414 7 651 12 152 11 917 7 190
PER SHARE STATISTICS (cents per share) Cap Employed 43 876 44 283 49 734 45 673 29 387
HEPS-C (ZARc) 399.90 434.42 372.37 434.21 360.82 Mining Ass 36 298 34 563 31 273 29 412 25 696
DPS (ZARc) 287.00 289.07 292.15 295.00 252.00 Inv & Loans 361 332 302 236 197
NAV PS (ZARc) 988.53 951.52 837.81 704.30 1 720.30 Tot Curr Ass 14 849 17 744 13 844 8 154 10 563
3 Yr Beta 0.88 0.68 0.46 - - Tot Curr Liab 9 162 9 736 10 541 11 678 8 564
Price High 4 474 4 442 5 450 6 099 5 050 PER SHARE STATISTICS (cents per share)
Price Low 3 194 3 587 3 458 4 275 3 417 HEPS-C (ZARc) 61.10 445.00 2 414.90 2 611.10 2 687.90
Price Prd End 3 477 4 090 4 083 4 916 4 825 DPS (ZARc) 15.00 70.00 600.00 - -
RATIOS NAV (ZARc) 7 810.03 7 818.16 8 061.64 7 404.02 5 434.88
Ret on SH Fnd 40.18 44.59 46.81 60.10 61.03 3 Yr Beta 1.45 1.55 1.37 1.87 1.63
Oper Pft Mgn 26.90 29.03 27.74 31.73 27.99 Price Prd End 9 741 12 730 12 548 17 129 21 693
D:E 0.41 0.42 0.43 0.47 0.69 Price High 15 000 15 989 21 246 27 357 27 918
Current Ratio 1.03 1.03 1.03 1.03 1.03 Price Low 8 887 9 110 12 250 16 059 11 120
Div Cover 1.39 1.50 1.27 1.55 1.43 RATIOS
Ret on SH fund 1.58 5.90 8.12 34.08 49.34
Ret on Tot Ass 2.26 7.33 22.39 24.46 40.32
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