Page 151 - Profile's Stock Exchange Handbook - 2025 Issue 4

Profile’s Stock Exchange Handbook: 2025 - Issue 4 JSE - MOT
Motus Holdings Ltd. NAV PS (ZARc) 11 305.00 10 203.00 10 189.00 8 143.00 6 586.00 -
1.70
0.40
0.72
0.72
3 Yr Beta
Price High 12 861 11 060 13 600 12 068 10 114
ISIN: ZAE000261913 Price Low 7 111 7 890 8 828 8 202 2 514
SHORT: MOTUS Price Prd End 9 408 9 239 10 018 10 700 9 334
CODE: MTH RATIOS
REG NO: 2017/451730/06 Ret on SH Fnd 12.43 13.67 19.20 23.77 17.61
FOUNDED: 2017 Ret On Tot Ass 6.44 5.90 7.27 11.06 8.93
4.40
Oper Pft Mgn
4.84
5.37
5.47
4.86
LISTED: 2018 D:E 0.80 1.01 1.14 0.67 0.69
NATURE OF BUSINESS: Int Cover 2.75 2.47 4.22 10.02 6.27
1.26
1.36
1.40
1.40
Current Ratio
1.34
Motus is a multi-national provider of automotive mobility Div Cover 2.67 2.79 2.83 2.68 2.78
solutions and vehicle products and services, with a leading NUMBER OF EMPLOYEES: +20 000
market presence in South Africa (SA) as well as a selected DIRECTORS: Njeke M J N (Chair, ind ne),
international offering in the United Kingdom (UK), Australia, Tugendhaft A (Dep Chair, ne),
South East Asia and Southern and East Africa. Janse van Rensburg O J (CEO), Baijnath B
(CFO), Cassel K A (Executive), Mayet S
Motus is a diversified (non-manufacturing) business in the (ind ne), Potgieter J N (ind ne), Roji-Nodolo F
automotive sector and is SA’s leading automotive group, with (ind ne), Sennelo L J (ind ne), van Wyk R (ind ne)
unrivalled scale and scope across the automotive value chain. POSTAL ADDRESS: PO Box 1719, Edenvale, 1610
Our international focus is selective and aimed at enhancing our Scan the QR code to EMAIL: MotusIR@motus.co.za
offering and contribution to Group performance. visit our website WEBSITE: www.motus.co.za
TELEPHONE: 010-493-4335
The activities of Motus’ business segments are described below: COMPANY SECRETARY: N E Simelane
*Import and Distribution: Importer and distributor of passenger, TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
SPONSOR: Merchantec Capital
light commercial vehicles and parts to serve a network of AUDITORS: PricewaterhouseCoopers Inc.
dealerships, vehicle rental companies, fleets and government BANKERS: First National Bank Ltd., Nedbank Ltd., The Standard
institutions in Southern Africa. Bank of South Africa Ltd.
*Retail and Rental: Retailer of new and pre-owned passenger CALENDAR Expected Status
and commercial vehicles across all segments in SA and the Annual General Meeting 6 Nov 2025 Confirmed
UK, and passenger vehicles in Australia. Selling of parts and Next Interim Results 25 Feb 2026 Confirmed
accessories. Servicing and maintenance of vehicles. Rental of Next Final Results Sep 2026 Unconfirmed
passenger and light commercial vehicles in Southern Africa. CAPITAL STRUCTURE Authorised Issued
*Mobility Solutions: Industry leader in the development, MTH Ords no par val 394 999 000 179 463 447
management, administration and distribution of innovative DISTRIBUTIONS [ZARc]
vehicle-related financial products and services. Strategic Ords no par val Ldt Pay Amt
partner to some of SA’s largest insurers and banks. Provider of Final No 12 30 Sep 25 6 Oct 25 310.00
fleet management services, telemetry and business process Interim No 11 1 Apr 25 7 Apr 25 240.00
7 Oct 24
1 Oct 24
Final No 10
outsourcing through sophisticated technology and call centre Interim No 9 25 Mar 24 2 Apr 24 285.00
235.00
capabilities. LIQUIDITY: Sep25 Avg 3m shares p.w., R274.3m(78.4% p.a.)
*Aftermarket Parts: Distributor, wholesaler and retailer of parts
and accessories for out-of-warranty vehicles in Southern Africa, MOTUS 40 Week MA GERE 14000
the UK and Europe. Distribution centres in SA, Taiwan, China, 12000
the UK and Europe.
10000
*Head Office and Eliminations:
8000
- Centralised treasury functions ;
6000
- Various head office and holding companies and
4000
- Inter-segmental and other consolidation eliminations.
2000
SECTOR: ConsDisr--Retail--Retailers--SpecialityRetaillers 2021 2022 2023 2024 2025
MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025
Public Investment Corporation 16.70% RECENT ANNOUNCEMENTS
Ukhamba Holdings (Pty) Ltd. 10.60% Motus final results June 2025 - Tuesday, 02 September
Fairtree Capital (Pty) Ltd. 7.83% 2025: Revenue for the year lowered to R112.6 billion
FINANCIAL STATISTICS (R113.8 billion) with earnings before interest, taxation,
(R million) Jun 25 Jun 24 Jun 23 Jun 22 Jun 21 depreciation and amortisation coming in less at
Final Final Final(rst) Final Final R8.2 billion (R8.3 billion). Operating profit before
Turnover 112 598 113 764 106 538 91 978 87 205
Op Inc 5 476 5 503 5 723 5 029 3 838 financing costs was down to R5.2 billion (R5.4 billion)
NetIntPd(Rcvd) 1 908 2 189 1 352 496 543 with attributable profit to owners of Motus increasing
Tax 836 739 947 1 135 718 marginally to R2.5 billion (R2.4 billion). Additionally,
Minority Int 49 43 56 48 44 headline earnings per share rose to 1 548c per share
Att Inc 2 451 2 436 3 354 3 290 2 098
TotCompIncLoss 2 769 1 706 5 929 4 026 820 (1 479c per share).
Hline Erngs-CO 2 585 2 484 3 416 3 504 2 145 Dividend declaration
Fixed Ass 8 431 8 078 8 188 7 201 6 872 A total of 550 cents per ordinary share was declared as a
Inv in Assoc 296 270 277 268 289
Inv & Loans 622 581 127 450 526 dividend for the year. 240 cents per ordinary share was
Def Tax Asset 1 441 1 518 1 353 1 203 1 286 paid as an interim dividend on 7 April 2025 and a final
Tot Curr Ass 40 948 41 599 46 070 29 126 25 157 dividend of 310 cents per ordinary share will be paid on
Ord SH Int 19 896 17 958 17 627 13 924 12 052
Minority Int 211 179 135 121 114 6 October 2025.
LT Liab 11 973 13 492 16 045 8 089 6 332 Board changes
Tot Curr Liab 30 001 31 018 32 848 20 806 19 959 During the reporting period, the following
PER SHARE STATISTICS (cents per share) Board and sub-committee changes occurred:
EPS (ZARc) 1 468.00 1 450.00 2 008.00 1 902.00 1 153.00
HEPS-C (ZARc) 1 548.00 1 479.00 2 046.00 2 025.00 1 179.00 - OS Arbee, who reached retirement age, retired as
Pct chng p.a. 4.7 - 27.7 1.0 71.8 298.3 Chief Executive Officer (CEO) and from the Board and
Tr 5yr av grwth % 69.6 54.5 60.6 - - its sub-committees with effect from 31 October 2024.
DPS (ZARc) 550.00 520.00 710.00 710.00 415.00
Pct chng p.a. 5.8 - 26.8 - 71.1 - - OJ Janse van Rensburg was appointed as CEO with
Tr 5yr av grwth % 10.0 - 11.1 - 5.8 - - effect from 1 November 2024 and remains an executive
director on the Board.
149