Page 133 - Profile's Stock Exchange Handbook - 2025 Issue 4
P. 133

Profile’s Stock Exchange Handbook: 2025 - Issue 4                         JSE - IMP
          Impala Platinum Holdings Ltd.             Insimbi Industrial Holdings Ltd.

                       ISIN: ZAE000083648                              ISIN: ZAE000116828
                       SHORT: IMPLATS                                  SHORT: INSIMBI
                       CODE: IMP                                       CODE: ISB
                       REG NO: 1957/001979/06                          REG NO: 2002/029821/06
                       FOUNDED: 1957                                   FOUNDED: 2008
                       LISTED: 1973                                    LISTED: 2008
       NATURE OF BUSINESS: Impala Platinum Holdings Ltd. is principally   NATURE  OF  BUSINESS:  Insimbi  is  a  group  of  companies  that
        in the business of producing and supplying platinum group metals   sustainably source, process, beneficiate & recycle metals. The core
        (PGMs) to industrial economies.           business expertise is the ability to source and provide local, regional
       SECTOR: Basic Materials--Basic Resrcs--PreciousMet&Min--Plat&PrecMet  and global industrial consumers with the required commodity over
       NUMBER OF EMPLOYEES: 63 893                its four distinct business segments.
       DIRECTORS: Earp D (ind ne), Havenstein R (ind ne), Koshane B T (ne),   SECTOR: Basic Materials--Basic Resrcs--Ind Met & Min--Nonferrous Met
        Mawasha B (ind ne), Moshe M (ind ne), Mufamadi Dr F S (ind ne),   NUMBER OF EMPLOYEES: 381
        Nkeli M E K (ind ne), Samuel L, Speckmann P (ind ne),    DIRECTORS: Winde N (CFO), Botha F (CEO), Dickerson R I (Chair, ld ind ne),
        Swanepoel B Z (ld ind ne), Orleyn Adv N D B (Chair, ind ne),    Mwale N (ne), Ntshingila C S (ind ne)
        Muller N J (CEO), Kerber M (CFO)         MAJOR ORDINARY SHAREHOLDERS as at 28 Feb 2025
       MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025   NS Investco                  24.78%
        Public Investment Corporation     14.32%   African Goshawk (Pty) Ltd.       11.14%
        FMR LLC                            8.52%   Pruta Securities                 10.40%
        Lingotto                           6.51%  POSTAL ADDRESS: PO Box 14676, Wadeville, 1422
       POSTAL ADDRESS: Private Bag X18, Northlands, 2116  EMAIL: cosec@insimbi-alloys.co.za
       EMAIL: investor@implats.co.za             WEBSITE: insimbi-group.co.za
       WEBSITE: www.implats.co.za                TELEPHONE: 011-902-6930
       TELEPHONE: 011-731-9000                   COMPANY SECRETARY: Fluidrock Governance Group (Pty) Ltd.
       COMPANY SECRETARY: Tebogo Llale           TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  SPONSOR: PSG Capital (Pty) Ltd.
       SPONSOR: Nedbank Corporate and Investment Banking  AUDITORS: Moore Cape Town Inc.
       AUDITORS: Deloitte & Touche Inc.          CAPITAL STRUCTURE      Authorised   Issued
       CAPITAL STRUCTURE      Authorised  Issued  ISB   Ords 0.000025c ea    12 000 000 000     330 898 356
       IMP    Ords no par val    1 044 008 000     904 368 485
                                                 DISTRIBUTIONS [ZARc]
       DISTRIBUTIONS [ZARc]                      Ords 0.000025c ea  Ldt      Pay      Amt
       Ords no par val   Ldt       Pay      Amt  Interim No 22  14 Nov 23  20 Nov 23  2.50
       Final No 100   16 Sep 25  22 Sep 25  165.00  Final No 21  4 Jul 23  10 Jul 23  5.00
       Final No 99    19 Sep 23  26 Sep 23  165.00  LIQUIDITY: Sep25 Avg 562 767 shares p.w., R355 911.4(8.8% p.a.)
       LIQUIDITY: Sep25 Avg 22m shares p.w., R2 751.1m(124.6% p.a.)
                                                   INSIMBI  40 Week MA  INDM
                                                                                     140
         IMPLATS  40 Week MA  MINI
                                           35000                                     130
                                                                                     120
                                           30000
                                                                                     110
                                           25000                                     100
                                                                                     90
                                           20000
                                                                                     80
                                           15000                                     70
                                                                                     60
                                           10000
                                                                                     50
                                                   2021   2022   2023   2024   2025
                                           5000
         2021   2022   2023   2024   2025
                                                 FINANCIAL STATISTICS
       FINANCIAL STATISTICS                                   Aug 25   Feb 25  Feb 24   Feb 23   Feb 22
                    Jun 25   Jun 24   Jun 23   Jun 22   Jun 21   (R ’000)  Interim  Final  Final  Final  Final
       (R million)
                     Final  Final Final(rst)  Final  Final  Turnover  2 754 265 4 984 574 5 590 294 5 731 423 6 058 535
       Wrk Revenue  85 459  86 398  106 594  118 332  129 575  Op Inc  25 184  25 672  123 259  199 791  206 504
       Wrk Pft       2 443  5 467  22 338  41 285  53 455  NetIntPd(Rcvd)  33 953  62 558  70 673  57 993  61 483
       NetIntPd(Rcd)  12   - 116  - 1 177  - 243  178  Tax      885   881  15 714  39 522  45 389
       Tax           786  - 3 275  3 609  12 100  20 065  Att Inc  - 8 634 - 112 307  42 876  107 343  104 246
       Minority Int  - 54  162  1 273  1 090  823  TotCompIncLoss  8 634 - 110 545  42 876  109 103  104 246
       Att Inc       761  - 17 313  4 905  32 049  47 032  Hline Erngs-CO  - 4 164  - 22 188  45 331  105 891  98 924
       Ord SH Int   91 559  91 399  114 847  114 697  87 829  Fixed Ass  280 780  295 908  339 812  352 190  392 268
       Minority Int  5 056  5 226  11 188  4 594  2 847  Inv in Assoc  2 107  3 513  6 338  2 856  1 513
       LT Liab       7 438  6 154  6 539  3 414  3 601  Def Tax Asset  9 666  6 437  5 073  24 840  11 125
       Def Tax Liab  12 173  13 332  19 140  16 795  14 405  Tot Curr Ass  988 262  934 365 1 049 657 1 015 022 1 011 708
       Cap Employed  116 226  116 111  151 714  139 500  108 682  Ord SH Int  547 605  556 238  708 435  702 141  616 171
       Mining Ass   63 340  63 588  71 264  64 603  57 799  LT Liab  133 727  151 585  181 776  240 522  251 998
       Tot Curr Ass  53 879  50 587  67 762  60 180  56 672  Tot Curr Liab  724 972  665 609  713 506  650 199  728 580
       Tot Curr Liab  19 631  16 844  17 672  16 587  17 793  PER SHARE STATISTICS (cents per share)
       PER SHARE STATISTICS (cents per share)    EPS (ZARc)    - 2.69  - 32.37  11.86  27.94  25.91
       EPS (ZARc)    85.00 - 1 929.00  577.00 3 856.00  5 996.00  HEPS-C (ZARc)  - 1.30  - 6.50  12.54  27.56  24.58
       HEPS-C (ZARc)  82.00  269.00  2 211.00 3 853.00  4 635.00  DPS (ZARc)  -  -  2.50  8.00  -
       DPS (ZARc)      -     -  585.00 1 575.00  2 200.00  NAV PS (ZARc)  170.70  157.59  223.10  169.59  143.69
       NAV (ZARc)  10 207.25 10 158.27 13 307.26 13 555.48 10 746.70  3 Yr Beta  - 0.19  - 0.13  0.04  0.14  0.64
       3 Yr Beta     1.67  1.77  1.74  2.39  1.70  Price High   70    96   140   120   113
       Price Prd End  15 893  9 077  12 532  18 114  23 549  Price Low  50  53  79  86  71
       Price High   17 128  13 948  23 889  30 919  30 050  Price Prd End  65  65  79  110  113
       Price Low     7 035  5 686  12 179  16 053  11 154  RATIOS
       RATIOS                                    Ret on SH Fnd  - 3.15  - 20.19  6.05  15.29  16.92
       Ret on SH fund  0.80  2.64  16.37  27.92  41.40  Ret On Tot Ass  - 1.19  - 2.65  4.13  10.37  10.54
       Ret on Tot Ass  0.54  1.81  11.10  20.52  28.75  Oper Pft Mgn  0.91  0.52  2.20  3.49  3.41
       Gross Pft Mgn  2.86  6.33  20.96  34.89  41.25  D:E     0.24  0.27  0.26  0.34  0.41
       D:E           0.06  0.06  0.04  0.01  0.02  Int Cover   0.74  - 0.83  1.74  3.45  3.36
       Interest Cover  2.49  - 20.28  16.91  81.50  72.80  Current Ratio  1.36  1.40  1.47  1.56  1.39
       Current Ratio  2.74  3.00  3.83  3.63  3.19  Div Cover    -     -   4.75  3.49   -
       Dividend Cover  0.52  -   0.99  2.45  2.73
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