Page 191 - Profile's Stock Exchange Handbook - 2025 Issue 4
P. 191

Profile’s Stock Exchange Handbook: 2025 - Issue 4                         JSE - SAP
                     Sappi Ltd.                                 Sasol Ltd.

       ISIN: ZAE000006284   SHORT: SAPPI   CODE: SAP  ISIN: ZAE000006896   SHORT: SASOL   CODE: SOL
       REG NO: 1936/008963/06   FOUNDED: 1936   LISTED: 1937  ISIN: ZAE000151817   SHORT: BEE-SASOL   CODE: SOLBE1
       NATURE OF BUSINESS: Sappi is a leading global provider of everyday   REG NO: 1979/003231/06   FOUNDED: 1950   LISTED: 1979
        materials made from woodfibre-based renewable resources. As a   NATURE  OF  BUSINESS:  Sasol  is  a  global  energy  and  chemicals
        diversified, innovative and trusted leader focused on sustainable   company. Sasol harnesses its knowledge and expertise to integrate
        processes and products, Sappi is building a more circular economy   sophisticated  technologies  and  processes  into  world-scale
        by making what it should, not just what Sappi can.  operating facilities. Sasol strives to safely and sustainably source,
       SECTOR: Basic Materials--Basic Resrcs--Ind Metals--Paper  produce  and  market  a  range  of  high-quality  products  globally,
       NUMBER OF EMPLOYEES: 12 495                creating value for stakeholders.
       DIRECTORS: Beamish B R (ind ne), Fallon M A (ld ind ne, British),   SECTOR: Basic Materials--Chemicals--Chemicals--Chemicals:Diversified
        Istavridis E (ind ne), Lopez J (ind ne), Malinga Z N (ind ne),   NUMBER OF EMPLOYEES: 29 073
        Mehlomakulu Dr B (ind ne), Renders R J A M (ind ne, Dutch),    DIRECTORS: Cuambe M J (ind ne, Mozambique), Eyton D G P (ind ne),
        Stipp J E (ind ne), von Zeuner L (ind ne), Sowazi N L (Chair, ind ne),   Flöel Dr M (ld ind ne, German), Harper K (ind ne, USA), Kahla V D,
        Binnie S R (CEO), Pearce G T (CFO)        Kennealy G M B (ind ne), Maluleke X (ind ne), Subramoney S (ne),
       MAJOR ORDINARY SHAREHOLDERS as at 21 Oct 2025   Dube M B N (Chair, ld ind ne), Baloyi S (CEO & President), Bruns W (CFO)
        Public Investment Corporation Group   20.02%   MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025
        Allan Gray (Pty) Ltd.             20.01%   Government Employees Pension Fund   17.79%
        Ninety One SA (Pty) Ltd.          11.38%  Industrial Development Corporation of SA Ltd.   8.20%
       POSTAL ADDRESS: PO Box 52264, Saxonwold, 2132  POSTAL ADDRESS: Private Bag X10014, Sandton, 2196
       MORE INFO: www.sharedata.co.za/sdo/jse/SAP  MORE INFO: www.sharedata.co.za/sdo/jse/SOL
       COMPANY SECRETARY: Ami Mahendranath       COMPANY SECRETARY: Helaine Joubert
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
       SPONSOR: UBS South Africa (Pty) Ltd.      SPONSOR: Merrill Lynch SA (Pty) Ltd.
       AUDITORS: KPMG Inc.                       AUDITORS: KPMG Inc.
       CAPITAL STRUCTURE      Authorised  Issued  CAPITAL STRUCTURE     Authorised   Issued
       SAP     Ords 100c ea      725 000 000     604 641 463  SOL  Ords no par val    1 127 690 590     643 443 757
       DISTRIBUTIONS [USDc]                      SOLBE1  BEE ords no par val     158 331 335     6 331 347
       Ords 100c ea      Ldt      Pay       Amt  DISTRIBUTIONS [ZARc]
       Final No 91     7 Jan 25  13 Jan 25  14.00  Ords no par val  Ldt      Pay      Amt
       Final No 90     9 Jan 24  15 Jan 24  15.00  Interim No 83  12 Mar 24  18 Mar 24  200.00
       LIQUIDITY: Oct25 Avg 12m shares p.w., R405.1m(104.3% p.a.)  Final No 82  12 Sep 23  18 Sep 23  1000.00
                                                 LIQUIDITY: Oct25 Avg 21m shares p.w., R1 837.9m(166.1% p.a.)
         SAPPI  40 Week MA  IDMS
                                           7000
                                                   SASOL  40 Week MA  CHES
                                                                                     45000
                                           6000
                                                                                     40000
                                           5000                                      35000
                                                                                     30000
                                           4000
                                                                                     25000
                                           3000
                                                                                     20000
                                           2000                                      15000
                                           1000                                      10000
        2021   2022   2023   2024   2025                                             5000
                                                  2021   2022   2023   2024   2025
       FINANCIAL STATISTICS
                    Jun 25   Sep 24  Sep 23   Sep 22   Sep 21   FINANCIAL STATISTICS
       (USD million)
                   Quarter  Final  Final  Final  Final  (R million)  Jun 25   Jun 24   Jun 23   Jun 22   Jun 21
       Turnover      1 321  5 458  5 809  7 296  5 265         Final  Final Final(rst) Final(rst)  Final
       Op Inc         - 7  182   380   770   146  Turnover    249 096  275 111  289 696  272 746  201 910
       NetIntPd(Rcvd)  26   76   59    98    104  Op Inc      38 464  48 109  55 418  51 514  39 837
       Att Inc        - 33  33   259   536   13  NetIntPd(Rcvd)  6 537  7 201  7 006  5 876  5 902
       TotCompIncLoss  - 9  152  185   375   265  Minority Int  959   26   534  2 716  1 500
       Fixed Ass     3 450  3 241  2 886  2 705  3 325  Att Inc  6 767  - 44 271  8 799  38 956  9 032
       Plantations    531  562   488   382   477  TotCompIncLoss  9 506  - 47 113  21 573  43 196  - 5 091
       Tot Curr Ass  1 804  1 948  2 054  2 508  1 921  Fixed Ass  158 041  163 589  225 472  221 308  198 021
       Ord SH Int    2 453  2 578  2 445  2 358  1 970  Inv & Loans  3 008  2 536  2 164  2 024  -
       LT Liab       2 324  2 299  2 035  2 347  2 907  Tot Curr Ass  130 101  126 623  134 219  131 966  94 533
       Tot Curr Liab  1 453  1 329  1 316  1 284  1 309  Ord SH Int  152 427  143 005  196 904  188 623  146 489
       PER SHARE STATISTICS (cents per share)    Minority Int  5 184  4 422  4 620  4 574  5 982
       HEPS-C (ZARc)  - 99.91  17.98  946.50  2 051.40  74.25  LT Liab  132 508  150 957  130 267  134 576  150 708
       DPS (ZARc)      -  246.75  277.37  267.28  -  Tot Curr Liab  69 436  66 596  102 045  91 773  53 858
       NAV PS (ZARc)  7 197.24  7 361.60 8 291.34  7 568.55  5 254.47  PER SHARE STATISTICS (cents per share)
       3 Yr Beta     0.06  0.26  0.81  1.53  1.68  HEPS-C (ZARc)  3 513.00  1 819.00  5 375.00  4 758.00  3 953.00
       Price High    3 801  5 761  5 835  6 348  5 269  DPS (ZARc)  -  200.00  1 700.00  1 470.00  -
       Price Low     2 702  3 776  3 627  3 785  2 265  NAV PS (ZARc)  23 703.99 22 269.94 31 040.95 29 970.87 23 449.50
       Price Prd End  2 976  4 845  4 404  4 402  4 000  3 Yr Beta  0.87  0.30  1.35  4.54  5.19
       RATIOS                                    Price High   15 050  26 967  37 668  43 860  26 654
       Ret on SH Fnd  - 5.38  1.28  10.59  22.73  0.66  Price Low  5 301  11 036  22 136  19 588  7 122
       Oper Pft Mgn  - 0.53  3.33  6.54  10.55  2.77  Price Prd End  7 876  13 810  23 326  37 168  21 801
       D:E           1.14  0.93  0.94  1.07  1.54  RATIOS
       Current Ratio  1.24  1.47  1.56  1.95  1.47  Ret on SH Fnd  4.90  - 30.01  4.63  21.57  6.91
       Div Cover       -   0.44  3.09  5.61   -  Oper Pft Mgn  15.44  17.49  19.13  18.89  19.73
                                                 D:E           0.95  1.13  0.86  0.82  1.04
                                                 Current Ratio  1.87  1.90  1.32  1.44  1.76
                                                 Div Cover       -  - 34.97  0.82  4.24  -
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