Page 216 - Profile's Stock Exchange Handbook - 2025 Issue 4

JSE - YEB Profile’s Stock Exchange Handbook: 2025 - Issue 4
YeboYethu Ltd. York Timber Holdings Ltd.

ISIN: ZAE000218483 SHORT: YEBOYETHU CODE: YYLBEE ISIN: ZAE000133450 SHORT: YORK CODE: YRK
REG NO: 2008/014734/06 FOUNDED: 2008 LISTED: 2016 REG NO: 1916/004890/06 FOUNDED: 1916 LISTED: 1946
NATURE OF BUSINESS: YeboYethu (RF) Ltd. (‘YeboYethu’) was NATURE OF BUSINESS: York Timber Holdings Ltd. is a JSE-listed
incorporated on 19 June 2008 under the laws of the Republic forestry company intent on creating value for all its stakeholders.
of South Africa. YeboYethu Investment Company (RF) (Pty) Ltd. Established in 1916, York has evolved into a modern, fully
(‘YeboYethu Investment’) was created on 24 April 2018 as a wholly- integrated forestry group, combining sustainable forestry practices
owned subsidiary of YeboYethu for the purpose of holding Vodacom with advanced processing capabilities to serve both local and
Group Ltd. (‘Vodacom Group’) shares, which shares are held as international markets.
security for the borrowings incurred from a consortium of funders. SECTOR: Basic Materials--Basic Resrcs--Ind Metals--Forestry
The principal activities of the company and the Group as a whole are NUMBER OF EMPLOYEES: 0
to:• carry on business of acquiring and holding shares in Vodacom DIRECTORS: Brink A W (ind ne), Dhlamini L (ind ne),
Group; and• receive and distribute dividends and other distributions Mbanyele-Ntshinga H (ind ne), Nyanteh M (ind ne), Solomons A (ne),
received by it pursuant to its holding in Vodacom Group. van der Veen A (alt), Zetler A (ne), Siyotula N (Chair, ind ne), Stoltz G
SECTOR: Fins--FinServcs--OpEnd&Miscel Inv Veh--OpEnd&Miscel Inv Veh (CEO), Barnard S (CFO)
NUMBER OF EMPLOYEES: 0 MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025
DIRECTORS: Conrad A (ind ne), Fuchs O (ne), Hall A (ind ne), Kobue K (ne), Peresec SA Nominees (Pty) Ltd. 20.21%
Lucht U (ne), Roji F (ind ne), Silwanyana B (ind ne), Walljee T (ne), Industrial Development Corporation 20.07%
Mokgatlha T V (Chair, ind ne) A2 Investment Partners (Pty) Ltd. 15.04%
MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025 POSTAL ADDRESS: PO Box 1191, Sabie, 1260
Royal Bafokeng Resources Holding (Pty) Ltd. 28.56% MORE INFO: www.sharedata.co.za/sdo/jse/YRK
Vodacom Siyanda Employee Trust 21.54% COMPANY SECRETARY: Kilgetty Statutory Services (SA) (Pty) Ltd.
MIC Investment Holdings (Pty) Ltd. 11.33% TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
POSTAL ADDRESS: Private Bag X9904, Sandton, 2146 SPONSOR: One Capital
MORE INFO: www.sharedata.co.za/sdo/jse/YYLBEE AUDITORS: Deloitte & Touche Inc.
COMPANY SECRETARY: Vodacom Group Ltd. CAPITAL STRUCTURE Authorised Issued
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. YRK Ords 5c ea 600 000 000 474 097 739
SPONSOR: Tamela Holdings (Pty) Ltd.
AUDITORS: Ernst & Young DISTRIBUTIONS [ZARc]
CAPITAL STRUCTURE Authorised Issued Ords 5c ea Ldt Pay Amt
YYLBEE Ords no par val 100 000 000 52 915 960 Interim 18 Nov 05 28 Nov 05 30.00
28 Nov 05
Special
18 Nov 05
70.00
DISTRIBUTIONS [ZARc] LIQUIDITY: Oct25 Avg 238 897 shares p.w., R509 315.6(2.6% p.a.)
Ords no par val Ldt Pay Amt
Final No 25 1 Jul 25 7 Jul 25 101.00 YORK 40 Week MA IDMS
Interim No 24 10 Dec 24 17 Dec 24 96.00 450
LIQUIDITY: Oct25 Avg 9 807 shares p.w., R293 481.6(1.0% p.a.) 400
350
YEBOYETHU 40 Week MA FINA 300
8000
250
7000
200
6000 150
100
5000
50
2021 2022 2023 2024 2025
4000
3000 FINANCIAL STATISTICS
Jun 25 Jun 24 Jun 23 Jun 22 Jun 21
2000 (R ’000)
2021 2022 2023 2024 2025 Final Final(rst) Final(rst) Final(rst) Final(rst)
Turnover 1 994 906 1 745 219 1 666 294 1 838 810 1 928 589
FINANCIAL STATISTICS Op Inc 491 291 123 264 - 393 537 248 946 219 480
Mar 25 Mar 24 Mar 23 Mar 22 Mar 21
(R million) NetIntPd(Rcvd) 57 797 41 385 32 422 32 473 44 829
Final Final Final Final Final Att Inc 316 538 60 130 - 312 864 182 755 137 069
Turnover 652 727 881 950 939 TotCompIncLoss 315 960 60 373 - 313 265 184 300 138 510
Op Inc 633 700 865 933 922 Fixed Ass 957 611 911 662 892 703 946 448 927 732
NetIntPd(Rcvd) 709 710 572 451 473 Inv & Loans - - - - 12 093
Att Inc 2 338 - 2 119 - 3 114 3 560 1 270 Tot Curr Ass 1 149 777 1 079 303 1 043 451 776 794 927 891
TotCompIncLoss 2 338 - 2 119 - 3 114 3 560 1 270 Ord SH Int 3 059 464 2 744 059 2 682 931 2 751 049 2 559 581
Inv & Loans 14 358 11 279 13 968 18 312 14 451 LT Liab 1 368 284 1 146 258 1 045 370 1 224 477 1 235 919
Tot Curr Ass 12 14 13 13 15 Tot Curr Liab 551 174 498 220 512 506 411 198 550 228
Ord SH Int 3 903 1 667 3 883 7 090 3 643 PER SHARE STATISTICS (cents per share)
LT Liab 10 462 9 621 10 093 11 230 10 818
66.69
42.00
53.00
13.74
Tot Curr Liab 4 4 4 4 5 HEPS-C (ZARc) 659.00 592.00 - 76.00 857.00 805.39
579.00
NAV PS (ZARc)
PER SHARE STATISTICS (cents per share) 3 Yr Beta 0.94 0.90 0.98 0.73 0.32
HEPS-C (ZARc) 4 418.00 - 4 004.00 - 5 884.00 6 728.00 2 400.00 Price High 248 200 305 420 270
DPS (ZARc) 197.00 188.00 161.00 220.00 211.00 Price Low 171 145 175 173 85
NAV PS (ZARc) 7 377.00 3 151.18 7 337.78 13 399.09 6 883.77 Price Prd End 200 171 196 246 187
3 Yr Beta - 0.14 - 0.06 - 0.17 0.40 0.84 RATIOS
Price High 3 000 3 600 5 000 5 200 4 650 Ret on SH Fnd 10.35 2.19 - 11.66 6.64 5.36
Price Low 1 500 2 400 3 200 3 901 1 571
Price Prd End 2 020 2 450 3 430 4 500 3 922 Oper Pft Mgn 24.63 7.06 - 23.62 13.54 11.38
RATIOS D:E 0.49 0.46 0.45 0.49 0.56
1.89
1.69
2.17
2.09
Current Ratio
2.04
Ret on SH Fnd 59.88 - 127.05 - 80.19 50.21 34.87
Oper Pft Mgn 97.00 96.31 98.13 98.25 98.25
D:E 2.68 5.77 2.60 1.58 2.97
Current Ratio 3.09 3.30 3.07 3.04 2.88
Div Cover 22.43 - 21.30 - 36.55 30.58 11.37
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