Page 155 - Profile's Stock Exchange Handbook - 2025 Issue 4

Profile’s Stock Exchange Handbook: 2025 - Issue 4 JSE - MUS
Mustek Ltd. Nampak Ltd.

ISIN: ZAE000012373 SHORT: MUSTEK CODE: MST ISIN: ZAE000322095 SHORT: NAMPAK CODE: NPK
REG NO: 1987/070161/06 FOUNDED: 1987 LISTED: 1997 ISIN: ZAE000004958 SHORT: NAMPAK 6%P CODE: NPKP
NATURE OF BUSINESS: The Mustek Group is a seamless technology ISIN: ZAE000004966 SHORT: NAMPAK 6.5 CODE: NPP1
solutions provider. Established in 1987 and listed on the JSE in REG NO: 1968/008070/06 FOUNDED: 1968 LISTED: 1969
1997, the Group has evolved from its distribution and assembly NATURE OF BUSINESS: Nampak is Africa’s leading diversified
focus into an integrated IT group, with a mission centered packaging manufacturer, and has been listed on the JSE since
on anticipating material stakeholder needs for long-term 1969. Nampak operates from 19 sites in South Africa, contributing
sustainability and stakeholder value creation. The Group operates approximately 68% to group revenue, 14 sites in the rest of Africa,
through a network of synergistic companies across the core areas contributing 32% to group revenue.
of distribution, manufacturing, training and services. SECTOR: Inds--IndsGoods&Services--GeneralIndustr--Cont&Pckgng
SECTOR: Technology--Technology--Hardware & Equipment--Hardware NUMBER OF EMPLOYEES: 2 463
NUMBER OF EMPLOYEES: 1 197 DIRECTORS: Mnisi P J (ind ne), Mzondeki K (ind ne), Ridley S (ind ne),
DIRECTORS: Coetzee C J, Marlowe P (ind ne), Patmore R B (ld ind ne), Siyotula N (ind ne), van der Veen A (Chair, ind ne), Roux P M (CEO),
Thomas S (ind ne), Mophatlane I (Chair, ind ne), Ebrahim S A B Fullerton G (CFO)
(Group FD), Engelbrecht H (Group CEO) MAJOR ORDINARY SHAREHOLDERS as at 13 Nov 2024
MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025 PSG Asset Management 11.11%
Novus Packaging (Pty) Ltd. 39.90% Allan Gray 10.43%
The DK Trust 16.60% M&G Investment Management (Pty) Ltd. 10.23%
Mustek Executive Share Trust 5.90% POSTAL ADDRESS: PO Box 69983, Bryanston, 2021
POSTAL ADDRESS: PO Box 1638, Parklands, 2121 MORE INFO: www.sharedata.co.za/sdo/jse/NPK
MORE INFO: www.sharedata.co.za/sdo/jse/MST COMPANY SECRETARY: Omeshnee Pillay
COMPANY SECRETARY: Sirkien van Schalkwyk TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. SPONSOR: PSG Capital (Pty) Ltd.
SPONSOR: Deloitte & Touche Sponsor Services (Pty) Ltd. AUDITORS: PwC Inc.
AUDITORS: BDO South Africa Inc. CAPITAL STRUCTURE Authorised Issued
CAPITAL STRUCTURE Authorised Issued NPK Ords no par val 600 000 000 8 476 184
MST Ords no par val 250 000 000 57 540 000 NPKP Prefs 200c ea 400 000 400 000
DISTRIBUTIONS [ZARc] NPP1 Prefs 200c ea 100 000 100 000
Ords no par value Ldt Pay Amt DISTRIBUTIONS [ZARc]
Final No 29 7 Oct 25 13 Oct 25 13.75 Ords no par val Ldt Pay Amt
Final No 28 8 Oct 24 14 Oct 24 7.50 Final No 87 8 Jan 16 18 Jan 16 23000.00
LIQUIDITY: Oct25 Avg 607 580 shares p.w., R7.4m(54.9% p.a.) Interim No 86 26 Jun 15 6 Jul 15 10500.00
LIQUIDITY: Oct25 Avg 58 460 shares p.w., R26.2m(35.9% p.a.)
MUSTEK 40 Week MA TECH
1800
NAMPAK 40 Week MA GENI
1600 120000
1400
100000
1200
80000
1000
800 60000
600
40000
400
20000
200
2021 2022 2023 2024 2025
0
2021 2022 2023 2024 2025
FINANCIAL STATISTICS
Jun 25 Jun 24 Jun 23 Jun 22 Jun 21 NOTE: Nampak Ltd. underwent a share consolidation on a 1:250
(R million) basis, historical prices and financials have been adjusted on
Final Final(rst) Final Final Final(rst)
Turnover 7 183 8 449 10 126 8 910 7 992 26 July 2023.
Op Inc 180 279 455 407 472 FINANCIAL STATISTICS
NetIntPd(Rcvd) 139 206 151 70 70 (R million) Mar 25 Sep 24 Sep 23 Sep 22 Sep 21
Minority Int - - - 5 3 Interim Final Final Final(rst) Final(rst)
Att Inc 39 21 220 220 294 Turnover 5 671 9 956 9 881 16 937 13 958
TotCompIncLoss 42 22 221 223 292 Op Inc 952 1 715 - 1 039 1 152 1 195
Fixed Ass 239 258 269 202 201 NetIntPd(Rcvd) 282 926 1 218 586 485
Inv & Loans 15 11 13 23 62 Minority Int 33 - 9 81 121 170
Tot Curr Ass 3 434 4 245 5 050 4 396 2 956 Att Inc 2 973 - 373 - 4 033 - 147 207
Ord SH Int 1 553 1 516 1 568 1 413 1 350 TotCompIncLoss 659 - 702 - 3 936 438 93
Minority Int 1 - - - 7 Fixed Ass 3 573 3 486 4 341 5 452 5 361
LT Liab 87 106 101 106 128 Tot Curr Ass 4 657 4 234 7 796 8 771 6 907
Tot Curr Liab 2 395 3 266 4 055 3 491 2 142 Ord SH Int 1 791 1 178 1 638 4 662 4 988
PER SHARE STATISTICS (cents per share) Minority Int 292 244 276 214 - 529
HEPS-C (ZARc) 72.73 67.13 357.18 357.38 441.81 LT Liab 5 234 6 403 7 608 6 665 6 436
DPS (ZARc) 13.75 7.50 77.00 76.00 90.00 Tot Curr Liab 2 676 2 967 4 388 6 311 4 780
NAV PS (ZARc) 2 869.71 2 801.15 2 724.36 2 395.02 2 046.07 PER SHARE STATISTICS (cents per share)
3 Yr Beta 0.62 0.20 0.27 0.38 0.55 HEPS-C (ZARc) 5 683.50 3 361.10 - 39 004.60 7 589.20 15 575.00
Price High 1 700 1 750 1 805 1 725 1 200 NAV PS (ZARc) 21 588.00 14 216.00 19 810.00 183 750.00 193 000.00
Price Low 900 800 1 270 1 028 491 3 Yr Beta 1.44 1.47 2.39 4.36 3.95
Price Prd End 1 410 978 1 672 1 639 1 070 Price High 47 991 45 569 53 000 112 250 92 500
RATIOS Price Low 38 051 14 800 13 250 46 000 19 750
Ret on SH Fnd 2.55 1.41 14.01 15.94 21.83 Price Prd End 41 100 44 800 21 200 46 250 83 750
Oper Pft Mgn 2.50 3.30 4.49 4.57 5.91 RATIOS
D:E 0.08 0.49 0.31 0.23 0.12 Ret on SH Fnd 288.63 - 26.82 - 206.46 - 0.53 8.46
Current Ratio 1.43 1.30 1.25 1.26 1.38 Oper Pft Mgn 16.78 17.22 - 10.52 6.80 8.56
Div Cover 5.22 4.97 4.90 4.62 4.72 D:E 2.59 4.62 4.46 1.85 1.45
Current Ratio 1.74 1.43 1.78 1.39 1.45
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