Page 170 - Profile's Stock Exchange Handbook - 2025 Issue 4
P. 170

JSE - PRE                               Profile’s Stock Exchange Handbook: 2025 - Issue 4
                 Premier Group Ltd.                   Primary Health Properties plc

        ISIN: ZAE000320321   SHORT: PREMIER   CODE: PMR  ISIN: GB00BYRJ5J14   SHORT: PHP   CODE: PHP
        REG NO: 2007/016008/06   FOUNDED: 2007   LISTED: 2023  REG NO: 3033634   FOUNDED: 1995   LISTED: 2023
        NATURE OF BUSINESS: Premier is a leading South African JSE-listed   NATURE OF BUSINESS: PHP invests in flexible, modern properties
         consumer packaged goods (CPG) company, with a proud history   for local primary healthcare, let on long term leases with a property
         dating back more than 200 years. Premier’s market-leading, trusted   portfolio of 516 assets in the UK and Ireland valued at GBP2.8 billion.
         brands  have  earned  it  a  place  in  the  hearts  of  South  Africans.   SECTOR: RealEstate--RealEstate--REITS--Health
         Premier’s  offering  has  grown  from  traditional  staple  milling  and   NUMBER OF EMPLOYEES: 87
         baking products into a diversified portfolio including confectionery   DIRECTORS: Cantú I (ind ne), Duhot L (ind ne), Krieger I S (snr ind ne),
         and  home  and  personal  care  (HPC)  products  complemented  by   Rawal Dr B (ind ne), Hyman H (Chair, ne), Davies M (CEO), Howell R (CFO)
         significant private label partnerships. Premier’s growth has been   MAJOR ORDINARY SHAREHOLDERS as at 19 Aug 2025
         achieved both organically as well as through strategic acquisitions   Hargreaves Lansdown Asset Management   6.93%
         that  have  been  integrated  into  the  business  operationally  and   BlackRock   6.87%
         culturally through the Premier Way, paving the way for purpose-  The Vanguard Group Inc.   5.50%
         led sustainable growth for all its stakeholders.  POSTAL ADDRESS:
        SECTOR: CnsStp--FoodBev&Tob--Food Producers--Food Products  MORE INFO: www.sharedata.co.za/sdo/jse/PHP
        NUMBER OF EMPLOYEES: 8 400                COMPANY SECRETARY: Toby Newman
        DIRECTORS: Ferreira D D (ind ne), Hayward-Butt P (alt), Khanyile F N   TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
         (ld ind ne), Matthews J (ind ne), Ramsumer H (ind ne), Sihlobo W    SPONSOR: PSG Capital (Pty) Ltd.
         (ind ne), van Heerden I (Chair, ne), Gertenbach J J (CEO),    AUDITORS: Deloitte LLP
         Grobbelaar F (CFO)                       CAPITAL STRUCTURE      Authorised   Issued
        MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025   PHP  Ords GBP12.5 ea   -    2 595 089 751
         Titan Premier Investments (Pty) Ltd.   45.04%
         Brait Mauritius Ltd.              18.30%   DISTRIBUTIONS [GBPp]
         Allan Gray                         8.40%  Ords GBP12.5 ea  Ldt       Pay      Amt
        POSTAL ADDRESS: Private Bag X2127, Isando, Johannesburg, 1600  Quarterly No 8  7 Oct 25  21 Nov 25  1.78
        MORE INFO: www.sharedata.co.za/sdo/jse/PMR  Quarterly No 7  1 Jul 25  15 Aug 25  1.78
        COMPANY SECRETARY: Bronwyn Baker          LIQUIDITY: Oct25 Avg 2m shares p.w., R36.3m(3.1% p.a.)
        TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
        SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)  PHP  40 Week MA  REIV
        AUDITORS: PwC Inc.                                                            9000
                                                                                      8000
        CAPITAL STRUCTURE      Authorised  Issued                                     7000
        PMR    Ords no par val     200 000 000     128 905 800
                                                                                      6000
        DISTRIBUTIONS [ZARc]                                                          5000
        Ords no par val   Ldt      Pay       Amt                                      4000
        Final No 2      8 Jul 25  14 Jul 25  271.00                                   3000
        Final No 1     30 Jul 24  5 Aug 24  220.00                                    2000
        LIQUIDITY: Oct25 Avg 282 038 shares p.w., R36.4m(11.4% p.a.)                  1000
                                                   Nov 2023  Mar 2024  Jul 2024  Nov 2024  Mar 2025  Jul 2025
           PREMIER  40 Week MA  FOOD
                                            18000
                                                  FINANCIAL STATISTICS
                                            16000                     Jun 25   Dec 24   Dec 23
                                                  (R ‘000)
                                            14000                     Interim  Final  Final
                                            12000  NetRent/InvInc     72 600  141 800  137 300
                                                  Total Inc           72 600  141 800  137 500
                                            10000
                                                  Attrib Inc          59 400  41 400  27 300
                                            8000  TotCompIncLoss      61 500  43 800  31 100
                                            6000  Ord UntHs Int      1 390 100  1 376 000  1 423 900
                                                  Investments        2 807 200  2 750 100  2 779 300
                                            4000
        Apr 2023 Jul 2023 Oct 2023 Jan 2024 Apr 2024 Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jul 2025 Oct 2025  FixedAss/Prop  500  600  500
                                                  Tot Curr Ass        46 800  32 300  40 000
        FINANCIAL STATISTICS                      Total Ass          2 865 500  2 791 300  2 826 900
                                                  Tot Curr Liab
                                                                      219 500
                                                                              213 700
                                                                                      71 200
                          Mar 25   Mar 24   Mar 23
        (R ‘000)                                  PER SHARE STATISTICS (cents per share)
                           Final    Final   Final  HEPLU-C (ZARc)      76.35  152.17  137.76
        Turnover        19 884 658  18 587 224  17 938 460  DPLU (ZARc)  84.63  162.70  40.88
        Op Inc           1 909 106  1 632 990  1 291 605  NAV (ZARc)  2 527.20  2 435.95  2 377.08
        NetIntPd(Rcvd)    305 709  367 184  289 412  Price Prd End     2 441   2 198   2 751
        Minority Int        22      - 466    414  Price High           2 900   2 951   5 000
        Att Inc          1 206 559  921 080  794 390  Price Low        1 875   2 000   2 300
        TotCompIncLoss   1 178 632  959 302  881 167  RATIOS
        Fixed Ass        4 286 400  3 967 510  3 840 239  RetOnSH Funds  8.55  3.01    1.92
        Tot Curr Ass     4 777 904  4 461 668  4 814 756  RetOnTotAss   5.08   5.09    4.87
        Ord SH Int       5 120 846  4 186 583  3 202 832  Debt:Equity   1.01   0.98    0.93
        Minority Int       7 685    7 874   7 538  OperRetOnInv         5.17   5.16    4.94
        LT Liab          2 795 779  3 076 074  3 841 538  OpInc:Turnover  80.94  78.04  80.86
        Tot Curr Liab    3 542 627  3 154 969  3 616 276
        PER SHARE STATISTICS (cents per share)
        HEPS-C (ZARc)     942.80   743.67   633.64
        DPS (ZARc)        271.00   220.00      -
                                                   Impress your
        NAV PS (ZARc)    3 972.55  3 247.78  2 484.63  Impr ess y   our
        Price High        13 999    8 200   6 050
                                                   web visitors
        Price Low          5 880    5 010   5 400  w  e b visitor     s
        Price Prd End     12 910    6 110   6 000
        RATIOS                                     Tailor-made Investor Relations (IR)
        Ret on SH Fnd      30.60    30.90   31.50  Web Services for Listed Company Websites
        Oper Pft Mgn        9.60    8.79     7.20
        D:E                 0.55    0.74     1.27
        Current Ratio       1.35    1.41     1.33                              Scan QR code
        Div Cover           3.45    3.25       -                               to visit website
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