Page 91 - Profile's Stock Exchange Handbook - 2025 Issue 3
P. 91

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

                      Brait plc                                 Brikor Ltd.

       ISIN: LU0011857645   SHORT: BRAIT   CODE: BAT  ISIN: ZAE000101945   SHORT: BRIKOR   CODE: BIK
       ISIN: MU0707E00002   SHORT: BIHL EB   CODE: BIHLEB  REG NO: 1998/013247/06   FOUNDED: 1994   LISTED: 2007
       REG NO: 183309 GBC   FOUNDED: 1998   LISTED: 1998  NATURE OF BUSINESS: Brikor, which listed on the AltX in August 2007,
       NATURE  OF  BUSINESS:  Brait  is  an  investment  holding  company   is a diverse manufacturer and supplier of building materials across a
        focused  on  driving  sustainable  long-term  growth  and  value   broad spectrum of the market from low-cost housing, residential to
        creation in its investment portfolio of sizeable unlisted businesses   commercial, industrial, civil engineering and infrastructure projects.
        operating in the broad consumer sector. The current investment   The Group operates through two segments, namely Bricks and Coal
        portfolio  includes  New  Look,  Virgin  Active,  Premier  FMCG  and   (the  latter  being  through  its  wholly  owned  subsidiary,  Ilangabi
        Iceland Foods. Brait’s shares are listed on the EURO MTF market of   Investments 12 (Pty) Ltd.)
        the Luxembourg Stock Exchange and also on the JSE.  SECTOR: Inds--Constr&Mats--Constr&Mats--BldngMats:Other
       SECTOR: Fins--FinServcs--InvBnkng&BrokerServcs-- DiversFinServcs  NUMBER OF EMPLOYEES: 625
       NUMBER OF EMPLOYEES: 0                     DIRECTORS: Laubscher M (ne), Mokate M A (ld ind ne), Mtsila F (ind ne),
       DIRECTORS: Dabrowski M (ind ne), Grant J M (ind ne, UK), Jekwa Dr N Y   Naudè S (ind ne), Oberholzer C (ne), van Rensburg J, Pellow A
        (ne), Joubert P G (ind ne), Roelofse P J (alt), Troskie H R W (ind ne, Neth),   (Chair, ind ne), Parkin (Junior) G (CEO), Botha J (CFO)
        Wiese Dr C H (ne), Nelson R A (Chair, ind ne, UK)  MAJOR ORDINARY SHAREHOLDERS as at 28 Feb 2025
       MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025   Nikkel Trading 392 (Pty) Ltd.   84.25%
        Titan and affiliates              40.19%   POSTAL ADDRESS: PO Box 884, Nigel, 1490
        Coronation Fund Managers          15.52%   MORE INFO: www.sharedata.co.za/sdo/jse/BIK
        Camissa Asset Management (Pty) Ltd.   10.80%  COMPANY SECRETARY: Fusion Corporate Secretarial Services (Pty) Ltd.
       MORE INFO: www.sharedata.co.za/sdo/jse/BAT  TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
       COMPANY SECRETARY: Stonehage Fleming       SPONSOR: Exchange Sponsors (Pty) Ltd.
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  AUDITORS: Nexia SAB&T Inc.
       SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)  CAPITAL STRUCTURE  Authorised  Issued
       AUDITORS: PwC Inc.                         BIK     Ords 0.01c ea    1 000 000 000     838 242 031
       CAPITAL STRUCTURE      Authorised  Issued
       BAT     Ords of EUR22c       -    3 862 685 135  DISTRIBUTIONS [ZARc]
       BIHLEB  Debt int R750ea      -       2 825 997  Ords 0.01c ea  Ldt     Pay      Amt
                                                  Final No 1     15 Aug 08  25 Aug 08  1.50
       DISTRIBUTIONS [ZARc]                       LIQUIDITY: Jul25 Avg 219 936 shares p.w., R31 601.2(1.4% p.a.)
       Ords of EUR22c    Ldt      Pay       Amt
       Final No 27     1 Aug 17  7 Aug 17  78.15    BRIKOR  40 Week MA  CONM
       Final No 26     8 Aug 16  15 Aug 16  136.27                                    200
       LIQUIDITY: Jul25 Avg 20m shares p.w., R35.8m(27.5% p.a.)
                                                                                      150
         BRAIT  40 Week MA  GENF
                                           900
                                                                                      100
                                           800
                                           700
                                                                                      50
                                           600
                                           500
                                           400                                        0
                                                     2021   2022   2023   2024   2025
                                           300
                                           200    FINANCIAL STATISTICS
                                           100                 Feb 25   Feb 24  Feb 23   Feb 22   Feb 21
                                           0      (R ’000)
          2021   2022   2023   2024   2025                      Final  Final  Final  Final  Final
                                                  Turnover    380 741  350 549  311 733  272 707  257 914
       NOTE: Brait Plc changed its presentation currency from EUR to   Op Inc  5 349  23 839  9 898  - 298  20 974
        ZAR on 21 June 2022 following the transfer of the company’s   NetIntPd(Rcvd)  11 892  13 878  11 189  5 656  4 712
        registered office from Malta to Mauritius.  Att Inc    - 3 791  8 244  - 5 868  2 834  11 974
       FINANCIAL STATISTICS                       TotCompIncLoss  - 3 791  8 244  - 5 868  2 834  11 974
                   Mar 25   Mar 24  Mar 23   Mar 22   Mar 21   Fixed Ass  74 204  101 102  109 908  66 435  67 060
       (million)                                  Tot Curr Ass  114 553  112 054  93 120  80 794  76 156
                     Final  Final  Final Final(rst)  Final  Ord SH Int  112 025  114 670  106 426  112 294  80 510
       Revenue        670  206  - 603  937   67   Minority Int  - 1 146  -   -     -     -
       Operating Inc  633  160  - 648  894   58   LT Liab      93 444  76 901  84 365  67 381  66 228
       NetIntPd(Rcvd)  480  331  280   270   32   Tot Curr Liab  94 314  123 503  121 552  80 627  53 274
       Att Inc        153  - 171  - 928  624  25  PER SHARE STATISTICS (cents per share)
       TotCompIncLoss  571  - 716  - 1 728  - 35  48
       Inv & Loans  14 783  12 204  12 535  13 795  949  HEPS-C (ZARc)  0.50  1.30  - 0.10  1.10  2.10
       Tot Curr Ass    2     2    1     2    15   NAV PS (ZARc)  13.62  13.94  12.90  13.70  12.79
       Ord SH Int   11 817  8 609  9 325  11 053  601  3 Yr Beta  0.89  1.47  0.99  0.70  0.47
       LT Liab       2 873   -  3 125  2 667  356  Price High    18    23   37    320   39
       Tot Curr Liab  95   3 597  86   77     7   Price Low      11    10   11    18     5
       PER SHARE STATISTICS (cents per share)     Price Prd End  14    17   17    36    22
       HEPS-C (ZARc)  5.00  - 13.00  - 70.00  47.00  34.00  RATIOS
       NAV PS (ZARc)  306.00  652.00  706.00  837.00  790.00  Ret on SH Fnd  - 3.42  7.19  - 5.51  2.52  14.87
       3 Yr Beta     - 0.14  - 0.38  - 0.04  1.16  1.48  Oper Pft Mgn  1.40  6.80  3.18  - 0.11  8.13
       Price High     215  364   510   510   438  D:E           0.92  0.76  0.99  0.73  0.82
       Price Low      73   113   329   240   230  Current Ratio  1.21  0.91  0.77  1.00  1.43
       Price Prd End  198  137   362   435   261
       RATIOS
       Ret on SH Fnd  1.29  - 1.99  - 9.95  5.65  4.16
       Oper Pft Mgn  94.48  77.67  107.46  95.41  86.57
       D:E           0.24    -  0.34  0.24  0.59
       Current Ratio  0.02   -  0.01  0.03  2.14
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