Page 82 - Profile's Stock Exchange Handbook - 2025 Issue 4

JSE - ALT Profile’s Stock Exchange Handbook: 2025 - Issue 4
Altron Ltd. Anglo American plc

ISIN: ZAE000191342 SHORT: ALTRON CODE: AEL ISIN: GB00BTK05J60 SHORT: ANGLO CODE: AGL
REG NO: 1947/024583/06 FOUNDED: 1965 LISTED: 1979 REG NO: 3564138 FOUNDED: 1917 LISTED: 1999
NATURE OF BUSINESS: Altron is a proudly South African technology NATURE OF BUSINESS: Anglo American is a leading global mining
group. Since 1965 we’ve been harnessing the power of data, company and our products are the essential ingredients in
technology and human ingenuity to solve real-world problems. almost every aspect of modern life. Our portfolio of world-class
That’s why we’re a trusted digital transformation partner to 50% competitive operations, with a broad range of future development
of the JSE Top 100 and we provide critical national solutions to the options, provides many of the future-enabling metals and minerals
public sector. for a cleaner, greener, more sustainable world and that meet the
SECTOR: Technology--Technology--Software & CompSer--ComputerService fast growing every day demands of billions of consumers. With our
NUMBER OF EMPLOYEES: 4 597 people at the heart of our business, we use innovative practices
DIRECTORS: Christophers H (ind ne), Kouteris G (ind ne), Ngara T R (ne), and the latest technologies to discover new resources and to mine,
Rapeti S (ind ne), Siyotula N (ind ne), Snyman C C (CFO), Ball A C (ne), process, move and market our products to our customers – safely
Dawson B W (ne), Gelink G G (ind ne), Mnganga Dr P (ind ne), and sustainably.
van Graan S W (Chair, ind ne), Kapp W (CEO) SECTOR: Basic Materials--Basic Resrcs--Ind Met & Min--General Mining
MAJOR ORDINARY SHAREHOLDERS as at 6 Sep 2024 NUMBER OF EMPLOYEES: 64 000
Value Capital Partners (Pty) Ltd. 24.20% DIRECTORS: Anderson M (ne), Ashby I (ne), Bastos M (ne, Brazil),
Coronation Fund Managers Ltd. 21.00% Grote Dr B (snr ind ne, USA), Maxson H (ne, USA), Nyasulu H (ne),
Biltron (Pty) Ltd. 13.70% Nyembezi N (ne), Tyler I (ne), Wade A (ne), Chambers S (Chair, ne, UK),
POSTAL ADDRESS: PO Box 981, Houghton, 2041 Wanblad D G (CEO), Daley M (Technical), Heasley J (FD)
MORE INFO: www.sharedata.co.za/sdo/jse/AEL MAJOR ORDINARY SHAREHOLDERS as at 11 Jun 2025
COMPANY SECRETARY: Mbali Ngcobo Public Investment Corporation (SOC) Ltd. 6.86%
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. BlackRock, Inc. 6.05%
SPONSOR: Investec Ltd. The Capital Group Companies Inc. 4.88%
AUDITORS: PricewaterhouseCoopers Inc. POSTAL ADDRESS: 17 Charterhouse Street, London, England, EC1N 6RA
CAPITAL STRUCTURE Authorised Issued MORE INFO: www.sharedata.co.za/sdo/jse/AGL
AEL A ords no par val 500 000 000 412 859 653 COMPANY SECRETARY: Richard Price
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
DISTRIBUTIONS [ZARc] SPONSOR: Rand Merchant Bank (Pty) Ltd.
A ords no par val Ldt Pay Amt AUDITORS: PricewaterhouseCoopers LLP
Final No 81 10 Jun 25 17 Jun 25 50.00 CAPITAL STRUCTURE Authorised Issued
Interim No 80 19 Nov 24 25 Nov 24 40.00 AGL Ords USD54.945c ea 1 820 000 000 1 178 050 272
LIQUIDITY: Oct25 Avg 2m shares p.w., R35.5m(21.8% p.a.)
DISTRIBUTIONS [USDc]
ALTRON 40 Week MA SCOM Ords USD54.945c ea Ldt Pay Amt
6000
Interim No 47 19 Aug 25 30 Sep 25 7.00
5000 Final No 46 11 Mar 25 7 May 25 22.00
LIQUIDITY: Oct25 Avg 6m shares p.w., R3 268.5m(26.5% p.a.)
4000
3000 ANGLO 40 Week MA INDM
90000
2000
80000
1000
70000
0
2021 2022 2023 2024 2025 60000
50000
FINANCIAL STATISTICS
Feb 25 Feb 24 Feb 23 Feb 22 Feb 21 40000
(R million)
Final Final(rst) Final(rst) Final Final(rst) 30000
Turnover 9 588 9 063 8 445 7 930 7 505 2021 2022 2023 2024 2025
Op Inc 852 615 540 498 371
NetIntPd(Rcvd) 87 102 145 146 179 FINANCIAL STATISTICS Jun 25 Dec 24 Dec 23 Dec 22 Dec 21
Minority Int 25 23 17 9 - 12 (USD million)
Final
Final
Final Final(rst)
Att Inc 390 - 170 - 4 - 104 12 154 SalesOfSubsids Interim 27 290 30 652 35 118 41 554
8 954
TotCompIncLoss 355 - 91 73 - 131 12 107 Op Inc 1 737 - 228 3 904 9 243 17 592
Fixed Ass 304 350 415 438 442
Tot Curr Ass 4 398 4 448 4 904 3 818 4 971 NetIntPd(Rcvd) 249 746 563 301 411
280
510
Ord SH Int 4 015 3 931 4 196 4 248 4 764 Minority Int - 1 879 - 3 068 1 061 1 510 3 137
283
Att Inc
4 514
8 562
Minority Int 169 146 118 106 102 TotCompIncLoss 4 370 - 3 186 311 4 604 10 813
LT Liab 1 612 1 955 2 296 2 098 1 766
Tot Curr Liab 3 267 3 254 2 745 2 312 3 180 Fixed Ass 34 687 40 844 43 949 41 125 39 501
262
292
391
390
340
Other Fin Ass
PER SHARE STATISTICS (cents per share) Tot Curr Ass 14 494 17 130 17 327 19 936 18 923
HEPS-C (ZARc) 178.00 103.00 85.00 51.00 37.00 Ord SH Int 19 338 20 760 25 057 27 318 27 825
DPS (ZARc) 90.00 58.00 35.00 30.00 144.00 Minority Int 6 240 7 773 6 560 6 635 6 945
NAV PS (ZARc) 1 053.00 1 038.00 1 109.00 1 131.94 1 288.98 LT Liab 23 631 26 737 25 572 22 960 20 632
3 Yr Beta 0.63 0.39 0.21 0.19 0.08 Tot Curr Liab 6 858 9 233 9 355 10 494 10 583
Price High 2 500 1 050 1 000 1 255 3 500 PER SHARE STATISTICS (cents per share)
Price Low 1 002 627 670 737 723 HEPS-C (ZARc) 423.20 1 319.04 3 802.76 8 157.24 10 353.00
Price Prd End 2 056 1 024 860 740 1 153 DPS (ZARc) 125.02 1 174.70 1 744.72 3 448.57 6 240.12
RATIOS NAV PS (ZARc) 32 063.70 29 070.08 34 693.70 34 651.79 33 179.99
Ret on SH Fnd 9.92 - 3.61 0.30 2.99 11.67 3 Yr Beta 1.28 1.53 1.67 1.51 1.41
Oper Pft Mgn 8.89 6.79 6.39 6.28 4.94 Price High 59 441 65 251 77 318 84 261 69 924
D:E 0.54 0.65 0.59 0.19 0.10 Price Low 41 788 40 053 39 548 49 368 47 505
Current Ratio 1.35 1.37 1.79 1.65 1.56 Price Prd End 52 565 55 185 47 349 66 334 65 172
Div Cover 1.14 - 0.78 - 0.03 - 0.93 22.71
RATIOS
Ret on SH Fnd - 10.70 - 9.77 4.25 17.74 33.65
Oper Pft Mgn 19.40 - 0.84 12.74 26.32 42.34
D:E 1.00 1.01 0.86 0.72 0.63
Current Ratio 2.11 1.86 1.85 1.90 1.79
Div Cover - 23.25 - 3.95 0.24 1.77 1.64
80