Page 115 - Profile's Stock Exchange Handbook - 2025 Issue 4

Profile’s Stock Exchange Handbook: 2025 - Issue 4 JSE - ENX
enX Group Ltd. EPE Capital Partners Ltd.

ISIN: ZAE000222253 SHORT: ENXGROUP CODE: ENX ISIN: MU0522S00005 SHORT: ETHOSCAP CODE: EPE
REG NO: 2001/029771/06 FOUNDED: 1980 LISTED: 2007 REG NO: C138883 C1/GBL FOUNDED: 2016 LISTED: 2016
NATURE OF BUSINESS: enX Group Ltd. and its consolidated NATURE OF BUSINESS: EPE Capital Partners Ltd. (“Ethos Capital”
subsidiaries (“the group”) are an industrial group listed on the JSE, or “the Company”) is registered and incorporated in Mauritius
providing integrated fleet management solutions and distributing as a public company under the Mauritius Companies Act. As
quality branded industrial, petrochemical and fuel products to a wide an investment holding company, it offers shareholders long-
range of economic sectors in South Africa and Sub-Saharan Africa. term capital appreciation by indirectly investing in a diversified
SECTOR: Inds--IndsGoods&Services--GeneralIndustr--DiversIndustr portfolio of unlisted private equity-type investments (“Portfolio
NUMBER OF EMPLOYEES: 750 Companies”) through participating in Funds or Co-Investments.
DIRECTORS: Matthews Z K (ind ne), Simamane N V (ind ne), These investments were managed by Ethos Private Equity (Pty) Ltd.
Mokhobo R D (Chair, ld ind ne), Dawson J (Group CFO), Lumb R (“Ethos”) since July 2016.On 1 April 2023, The Rohatyn Group (“TRG
(Group CEO) Group”) acquired the business of Ethos. TRG Group is a specialised
MAJOR ORDINARY SHAREHOLDERS as at 15 Jul 2025 global asset management firm focused on investment solutions
MCC Contracts (Pty) Ltd. 33.60% in emerging markets and real assets that is headquartered in New
Lockstock Investments (Pty) Ltd. 7.07% York. Rohatyn Management South Africa (Pty) Ltd. (“TRG SA”) has
Samvenice Trading 7.00% assumed responsibility as the sole Investment Advisor to Ethos
POSTAL ADDRESS: PostNet Suite X86, Private Bag X7, Capital.
Aston Manor, 1630 SECTOR: Fins--FinServcs--ClosedEndInvstmnts--ClosedEndInvstmnts
MORE INFO: www.sharedata.co.za/sdo/jse/ENX NUMBER OF EMPLOYEES: 0
COMPANY SECRETARY: Acorim (Pty) Ltd. DIRECTORS: Allagapen K (ind ne), Hayward-Butt P (ne), Juwaheer Y
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. (ind ne), Pfaff M (ind ne), Stillhart Y (Chair, ind ne), de Beer A C (CEO),
SPONSOR: The Standard Bank of South Africa Ltd. van Onselen J (CFO)
AUDITORS: Deloitte & Touche Inc. MAJOR ORDINARY SHAREHOLDERS as at 28 Oct 2024
CAPITAL STRUCTURE Authorised Issued Consolidated Retirement Fund 9.28%
5.21%
Government Employees Pension Fund
ENX Ords 0.001c ea 1 000 000 000 182 312 650 POSTAL ADDRESS: 6th Floor, Tower A, 1 Exchange Square, Wall Street,
DISTRIBUTIONS [ZARc] Ebene, Mauritius
Ords 0.001c ea Ldt Pay Amt MORE INFO: www.sharedata.co.za/sdo/jse/EPE
Special No 6 5 Aug 25 11 Aug 25 130.00 COMPANY SECRETARY: Ocorian (Mauritius) Ltd.
Special No 5 1 Apr 25 7 Apr 25 155.00 TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
LIQUIDITY: Oct25 Avg 845 601 shares p.w., R3.8m(24.1% p.a.) SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)
AUDITORS: Deloitte & Touche Inc.
ENXGROUP 40 Week MA GENI CAPITAL STRUCTURE Authorised Issued
1100
EPE A ords no par val - 256 413 954
1000
900 LIQUIDITY: Oct25 Avg 2m shares p.w., R8.7m(31.1% p.a.)
800
ETHOSCAP 40 Week MA EQII
700 1200
1100
600
1000
500
900
400
800
300
2021 2022 2023 2024 2025 700
600
FINANCIAL STATISTICS 500
Feb 25 Aug 24 Aug 23 Aug 22 Aug 21 400
(R million) 300
Interim Final(rst) Final Final(rst) Final(rst) 2021 2022 2023 2024
Turnover 1 134 2 404 4 195 3 331 4 210
Op Inc 41 76 248 190 341 FINANCIAL STATISTICS
NetIntPd(Rcvd) - 23 - 30 4 - 152 (R ’000) Jun 25 Jun 24 Jun 23 Jun 22 Jun 21
Minority Int 12 20 27 3 2 Final Final Final Final Final
Att Inc - 79 210 296 229 300 Turnover 701 134 - 303 047 70 603 511 568 32 530
TotCompIncLoss - 63 225 334 241 206 Op Inc 689 914 - 317 350 61 212 502 666 24 258
Fixed Ass 51 178 177 199 260 NetIntPd(Rcvd) 36 217 68 835 54 510 29 089 14 639
Inv & Loans 102 102 2 141 - Att Inc 495 770 - 387 742 5 191 470 538 4 640
Tot Curr Ass 1 676 2 352 2 146 2 992 2 335 TotCompIncLoss 495 770 - 387 742 5 191 470 538 4 640
Ord SH Int 1 569 1 643 2 523 2 216 2 625 Inv & Loans 2 371 221 2 309 219 2 688 078 2 650 564 1 827 336
Minority Int 58 46 60 49 37 Tot Curr Ass 23 389 19 092 20 026 17 311 57 112
LT Liab 8 97 108 1 186 2 046 Ord SH Int 2 193 608 1 784 377 2 172 119 2 186 928 1 716 390
Tot Curr Liab 591 1 061 1 232 2 438 1 493 LT Liab 82 500 522 465 526 473 460 485 155 967
PER SHARE STATISTICS (cents per share) Tot Curr Liab 118 502 21 469 9 512 20 462 12 091
HEPS-C (ZARc) 22.00 29.00 94.20 81.30 90.00 PER SHARE STATISTICS (cents per share)
DPS (ZARc) 155.00 500.00 100.00 150.00 - HEPS-C (ZARc) 197.00 - 153.00 2.00 182.00 2.00
NAV PS (ZARc) 865.00 906.00 1 391.00 1 222.00 1 447.00 NAV PS (ZARc) 857.00 703.00 856.00 849.00 667.00
3 Yr Beta 0.29 0.46 1.03 0.75 0.52 3 Yr Beta 0.15 - 0.15 - 0.65 0.43 0.50
Price High 597 1 099 800 949 605 Price High 700 530 600 620 510
Price Low 450 450 461 551 350 Price Low 370 353 461 368 325
Price Prd End 520 563 745 640 595 Price Prd End 665 421 479 575 400
RATIOS RATIOS
Ret on SH Fnd - 8.35 13.59 12.51 10.28 11.35 Ret on SH Fnd 22.60 - 21.73 0.24 21.52 0.27
Oper Pft Mgn 3.58 3.17 5.91 5.69 8.09 Oper Pft Mgn 98.40 104.72 86.70 98.26 74.57
D:E 0.06 0.20 0.13 0.87 0.90 D:E 0.04 0.29 0.24 0.21 0.09
Current Ratio 2.83 2.22 1.74 1.23 1.56 Current Ratio 0.20 0.89 2.11 0.85 4.72
Div Cover - 0.28 0.23 1.63 0.84 -
113