Page 176 - Profile's Stock Exchange Handbook - 2025 Issue 4

JSE - RAU Profile’s Stock Exchange Handbook: 2025 - Issue 4
Raubex Group Ltd. RCL Foods Ltd.

ISIN: ZAE000093183 SHORT: RAUBEX CODE: RBX ISIN: ZAE000179438 SHORT: RCL CODE: RCL
REG NO: 2006/023666/06 FOUNDED: 1974 LISTED: 2007 REG NO: 1966/004972/06 FOUNDED: 1891 LISTED: 1989
NATURE OF BUSINESS: Raubex is one of South Africa’s leading NATURE OF BUSINESS: RCL Foods is a leading South African food
infrastructure development and construction materials supply manufacturer with a diverse portfolio of well-loved brands across
groups. Established in 1974, Raubex listed on the JSE in March 2007 its Groceries, Baking and Sugar business units. With a clear purpose
and operates throughout southern Africa and Western Australia. As to grow what matters – by serving people’s needs and creating
a Level 1 B-BBEE Group, Raubex has over 9 000 employees and is lasting impact – RCL Foods delivers quality food products that
focused on ensuring high levels of integrity, professionalism and meet everyday needs and evolving consumer expectations.
quality in all of its work. SECTOR: ConsStaples--Food,Beverage&Tobacco--Food Producers--Farmers
SECTOR: Inds--Constr&Mats--Constr&Mats--Construction NUMBER OF EMPLOYEES: 9 757
NUMBER OF EMPLOYEES: 9 239 DIRECTORS: Dingaan G P (ind ne), Kruythoff G C J (ind ne),
DIRECTORS: Bogatsu S R (ld ind ne), Fubu N (ind ne), Hlobo Dr M Moumakwa Dr P (ne), Msibi D T V (ind ne), Rushton R M (ind ne),
(ind ne), Kent B H (ind ne), Ndese M Z (ind ne), Fourie R J (Chair, ne), Vosloo C (ne), Zingitwa L (ne), Zondi G C (ind ne), Steyn G M
Msiza N F (CEO), Lourens D (COO), Odendaal S (FD) (Chair, ld ind ne), Cruickshank P D (CEO), Field R H (CFO)
MAJOR ORDINARY SHAREHOLDERS as at 15 May 2025 MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025
Public Investment Corporation 30.63% Remgro Ltd. 79.59%
Old Mutual Ltd. 25.90% Oasis Asset Management Ltd. 4.07%
PSG 7.20% Government Employees Pension Fund 3.59%
POSTAL ADDRESS: PO Box 3722, Bloemfontein, 9300 POSTAL ADDRESS: PO Box 2734, Westway Office Park, 3635
MORE INFO: www.sharedata.co.za/sdo/jse/RBX MORE INFO: www.sharedata.co.za/sdo/jse/RCL
COMPANY SECRETARY: Grace Chemaly COMPANY SECRETARY: Lauren Kelso
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
SPONSOR: Investec Bank Ltd. SPONSOR: Rand Merchant Bank ( A division of FirstRand Bank Ltd.)
AUDITORS: PwC Inc. AUDITORS: Ernst & Young Inc.
CAPITAL STRUCTURE Authorised Issued CAPITAL STRUCTURE Authorised Issued
RBX Ords 1c ea 500 000 000 181 750 036 RCL Ords no par val 2 000 000 000 897 906 379
DISTRIBUTIONS [ZARc] DISTRIBUTIONS [ZARc]
Ords 1c ea Ldt Pay Amt Ords no par val Ldt Pay Amt
Final No 66 17 Jun 25 23 Jun 25 104.00 Final No 99 14 Oct 25 20 Oct 25 40.00
Interim No 65 26 Nov 24 2 Dec 24 94.00 Interim No 98 6 May 25 12 May 25 20.00
LIQUIDITY: Oct25 Avg 3m shares p.w., R115.5m(72.4% p.a.) LIQUIDITY: Oct25 Avg 378 628 shares p.w., R3.7m(2.2% p.a.)
RAUBEX 40 Week MA CONM RCL 40 Week MA FOOD
6000 1600
5500
1400
5000
4500 1200
4000
1000
3500
3000 800
2500
600
2000
1500 400
2021 2022 2023 2024 2025 2021 2022 2023 2024 2025
FINANCIAL STATISTICS FINANCIAL STATISTICS
Feb 25 Feb 24 Feb 23 Feb 22 Feb 21 Jun 25 Jun 24 Jun 23 Jun 22 Jun 21
(R million) (R million)
Final Final Final Final(rst) Final Final Final Final(rst) Final(rst) Final
Turnover 21 077 17 425 15 307 11 578 8 846 Turnover 26 494 26 017 24 349 32 201 31 688
Op Inc 1 556 1 537 1 276 945 364 Op Inc 1 918 1 638 1 027 1 467 1 477
NetIntPd(Rcvd) 32 64 47 24 22 NetIntPd(Rcvd) 154 143 166 202 289
Minority Int - 13 226 154 73 45 Minority Int 42 25 - 103 - 36 3
Att Inc 1 082 848 704 554 158 Att Inc 1 609 1 624 616 1 013 993
TotCompIncLoss 977 1 017 969 641 217 TotCompIncLoss 1 648 1 652 742 916 984
Fixed Ass 5 915 4 884 3 782 3 188 2 384 Fixed Ass 4 849 4 459 5 945 6 362 5 560
Inv & Loans 66 78 77 23 23 Inv & Loans 126 126 162 273 264
Tot Curr Ass 7 440 6 301 5 506 4 953 4 293 Tot Curr Ass 8 594 7 413 7 523 12 092 10 546
Ord SH Int 6 598 5 906 5 298 4 798 4 403 Ord SH Int 10 387 13 441 11 877 11 449 10 730
Minority Int 551 701 505 425 271 Minority Int - - - 156 - 60 - 36
LT Liab 2 053 2 068 1 542 1 425 1 227 LT Liab 2 887 1 243 1 894 3 430 4 684
Tot Curr Liab 5 705 4 521 3 998 3 377 2 586 Tot Curr Liab 5 391 5 982 7 689 9 155 7 030
PER SHARE STATISTICS (cents per share) PER SHARE STATISTICS (cents per share)
HEPS-C (ZARc) 599.80 476.30 392.80 297.40 81.90 HEPS-C (ZARc) 156.30 121.60 92.80 111.50 107.90
DPS (ZARc) 198.00 155.00 129.00 101.00 53.00 DPS (ZARc) 60.00 35.00 - 45.00 45.00
NAV PS (ZARc) 3 630.46 3 304.30 3 222.00 2 422.80 2 422.77 NAV PS (ZARc) 1 157.90 1 509.70 1 316.90 1 280.50 1 203.90
3 Yr Beta 0.25 - 0.10 0.32 0.76 0.87 3 Yr Beta 0.02 0.19 0.26 0.41 0.17
Price High 5 949 3 083 4 337 4 240 3 000 Price High 1 108 1 309 1 375 1 600 1 099
Price Low 2 702 2 061 2 351 2 276 1 215 Price Low 805 785 895 881 562
Price Prd End 4 199 2 800 2 847 4 008 2 291 Price Prd End 1 100 1 005 1 000 1 030 970
RATIOS RATIOS
Ret on SH Fnd 14.96 16.26 14.80 12.01 4.34 Ret on SH Fnd 15.90 12.27 4.38 8.58 9.31
Oper Pft Mgn 7.38 8.82 8.34 8.16 4.12 Oper Pft Mgn 7.24 6.30 4.22 4.55 4.66
D:E 0.41 0.41 0.36 0.35 0.35 D:E 0.28 0.22 0.40 0.40 0.50
Current Ratio 1.30 1.39 1.38 1.47 1.66 Current Ratio 1.59 1.24 0.98 1.32 1.50
Div Cover 3.04 3.05 3.03 3.04 1.65 Div Cover 3.00 5.21 - 2.53 2.48
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