Page 167 - Profile's Stock Exchange Handbook - 2025 Issue 4

Profile’s Stock Exchange Handbook: 2025 - Issue 4 JSE - PBT
PBT Holdings Ltd. Pepkor Holdings Ltd.

ISIN: ZAE000256319 SHORT: PBT GROUP CODE: PBG ISIN: ZAE000259479 SHORT: PEPKORH CODE: PPH
REG NO: 1936/008278/06 FOUNDED: 1981 LISTED: 2012 REG NO: 2017/221869/06 FOUNDED: 2017 LISTED: 2017
NATURE OF BUSINESS: PBT Group is a pre-eminent data, analytics NATURE OF BUSINESS: Pepkor has the largest retail store footprint
and software engineering consultancy delivering enterprise-scale in southern Africa. With 5 900 stores operating across nine African
solutions and services to blue-chip clients. PBT Group has a staff countries and in Brazil, Pepkor’s businesses include many of the
complement of 828, of which the vast majority are highly skilled most trusted brands on the continent.
and professional consultants. PBT Group has established strategic SECTOR: ConsDiscr--Retail--Retailers--DiversifiedRetailers
alliances with recognised local and international vendors. PBT Group’s NUMBER OF EMPLOYEES: 46 600
consultants have a sincere commitment to providing the highest DIRECTORS: Disberry P (ind ne), du Preez L J (ne), Hickey H H (ind ne),
levels of service and the most appropriate solutions to its clients. Kirk I M (ind ne, Ireland), Malinga Z N (ind ne), Mophatlane I (ind ne),
SECTOR: Technology--Technology--Software & CompSer--ComputerService Muller S H (ind ne), Ntshingila N (ind ne), Petersen-Cook F (ind ne),
NUMBER OF EMPLOYEES: 828 Luhabe W (Chair, ind ne), Erasmus P (CEO), Hanekom R G (CFO)
DIRECTORS: Dyers C L (ind ne), Taukobong P (ne), Winkler A L (ind ne), MAJOR ORDINARY SHAREHOLDERS as at 4 Aug 2025
Taylor T (Chair, ind ne), Read E (CEO), Pieters B (CFO) Government Employees Pension Fund (PIC) 15.46%
MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025 Titan Premier Investments (Pty) Ltd. 5.34%
Spalding Investments 10 (Pty) Ltd. 25.19% Coronation Asset Management (Pty) Ltd. 5.00%
Banque Lombard Odier & CIE SA 16.63% POSTAL ADDRESS: PO Box 6100, Parow East, 7501
Poppy Ice Trading 23 (Pty) Ltd. 8.75% MORE INFO: www.sharedata.co.za/sdo/jse/PPH
POSTAL ADDRESS: PO Box 276, Century City, 7446 COMPANY SECRETARY: Masood Allie
MORE INFO: www.sharedata.co.za/sdo/jse/PBG TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
COMPANY SECRETARY: Anastassia Sousa SPONSOR: Investec Bank Ltd.
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. AUDITORS: PwC Inc.
SPONSOR: Questco Corporate Advisory (Pty) Ltd. CAPITAL STRUCTURE Authorised Issued
AUDITORS: BDO South Africa Inc. PPH Ords no par val 20 000 000 000 3 693 484 244
CAPITAL STRUCTURE Authorised Issued DISTRIBUTIONS [ZARc]
PBG Ords no par val 200 000 000 102 400 000 Ords no par val Ldt Pay Amt
DISTRIBUTIONS [ZARc] Final No 6 14 Jan 25 20 Jan 25 48.51
Ords no par val Ldt Pay Amt Final No 5 16 Jan 24 22 Jan 24 48.08
Final No 25 15 Jul 25 21 Jul 25 17.50 LIQUIDITY: Oct25 Avg 105m shares p.w., R2 749.0m(148.5% p.a.)
Share Premium No 26 15 Jul 25 21 Jul 25 17.50
LIQUIDITY: Oct25 Avg 109 252 shares p.w., R624 639.9(5.5% p.a.) PEPKORH 40 Week MA GERE 3000
PBT GROUP 40 Week MA SCOM
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2021 2022 2023 2024 2025 FINANCIAL STATISTICS
Mar 25 Sep 24 Sep 23 Sep 22 Sep 21
Note: PBT Group Ltd. renamed to PBT Holdings Ltd. on (R million) Interim Final Final(rst) Final(rst) Final
12 November 2025. Turnover 48 809 85 136 78 960 81 154 77 329
FINANCIAL STATISTICS Op Inc 5 731 6 894 2 216 10 516 9 141
Mar 25 Mar 24 Mar 23 Mar 22 Mar 21
(R million) NetIntPd(Rcvd) 1 526 3 168 2 725 2 202 2 059
Final Final Final(rst) Final Final Minority Int - 3 11 8 - 5 1
Turnover 1 087 1 072 1 041 976 789 Att Inc 3 056 2 072 - 1 298 6 114 4 875
Op Inc 135 132 140 131 90 TotCompIncLoss 3 510 1 021 - 388 7 947 4 022
NetIntPd(Rcvd) - 3 - 4 - - - Fixed Ass 9 422 9 384 9 329 8 341 6 874
Minority Int 35 33 30 25 21 Inv & Loans 1 122 661 344 54 70
Att Inc 65 60 68 67 44 Tot Curr Ass 38 520 35 651 33 256 32 777 28 319
TotCompIncLoss 99 97 137 117 113 Ord SH Int 60 648 58 523 58 841 62 762 58 188
Fixed Ass 2 3 4 3 3 Minority Int 8 226 212 183 -
Inv & Loans 6 11 9 124 101 LT Liab 26 858 23 484 26 244 27 676 27 061
Tot Curr Ass 221 202 381 195 180 Tot Curr Liab 23 502 25 478 23 443 22 946 18 433
Ord SH Int 255 252 401 349 324 PER SHARE STATISTICS (cents per share)
Minority Int 25 26 22 17 14 HEPS-C (ZARc) 84.30 140.20 140.80 163.30 135.40
LT Liab 6 10 2 7 14 DPS (ZARc) - 48.51 48.08 55.20 44.20
Tot Curr Liab 94 84 118 100 89 NAV PS (ZARc) 1 642.20 1 588.50 1 604.90 1 706.50 1 573.80
PER SHARE STATISTICS (cents per share) 3 Yr Beta 0.79 0.81 0.69 0.90 0.72
HEPS-C (ZARc) 60.30 62.70 82.20 82.89 50.59 Price High 2 989 2 450 2 400 2 759 2 333
DPS (ZARc) 44.50 43.00 205.00 87.00 38.00 Price Low 2 186 1 555 1 330 1 878 1 039
NAV PS (ZARc) 240.00 240.00 381.00 329.00 327.00 Price Prd End 2 553 2 409 1 725 2 077 2 157
3 Yr Beta 0.26 0.41 0.29 0.16 0.13 RATIOS
Price High 679 1 050 1 300 1 000 450 Ret on SH Fnd 10.07 3.55 - 2.18 9.71 8.38
Price Low 536 650 700 308 167 Oper Pft Mgn 11.74 8.10 2.81 12.96 11.82
Price Prd End 551 665 850 850 388 D:E 0.48 0.46 0.50 0.47 0.47
RATIOS Current Ratio 1.64 1.40 1.42 1.43 1.54
Ret on SH Fnd 35.44 33.29 23.31 25.22 19.31 Div Cover - 1.16 - 0.74 3.00 3.00
Oper Pft Mgn 12.40 12.34 13.48 13.41 11.46
D:E 0.09 0.04 0.01 0.02 0.07
Current Ratio 2.35 2.40 3.23 1.94 2.03
Div Cover 1.45 1.40 0.38 0.92 1.33
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