Page 84 - Profile's Stock Exchange Handbook - 2025 Issue 4

JSE - ARA Profile’s Stock Exchange Handbook: 2025 - Issue 4
Araxi Ltd. ArcelorMittal South Africa Ltd.

ISIN: ZAE000208245 SHORT: ARAXI CODE: AXX ISIN: ZAE000134961 SHORT: ARCMITTAL CODE: ACL
REG NO: 2014/253277/06 FOUNDED: 2014 LISTED: 2015 REG NO: 1989/002164/06 FOUNDED: 1928 LISTED: 1989
NATURE OF BUSINESS: Araxi Ltd. is a financial technology company NATURE OF BUSINESS: ArcelorMittal South Africa is the largest steel
that seeks to serve and/or partner with established and emerging producer in sub-Saharan Africa. In 2023, ArcelorMittal South Africa
financial institutions and other clients. The Company facilitates made 2.8 million tonnes of liquid steel. This was 14% higher than
the provision of financial services and delivers contemporary and the amount ArcelorMittal South Africa produced in 2022 and 10%
innovative technologies and solutions. lower than Arcelormittal South Africa’s output of 3.1 million tonnes
SECTOR: Technology--Technology--Software & CompSer--ComputerService in 2021.
NUMBER OF EMPLOYEES: 249 SECTOR: Basic Materials--Basic Resrcs--Ind Met & Min--Iron & Steel
DIRECTORS: Bulo B (ind ne), Dambuza A S P (ne), Dlamini K D (ld ind ne), NUMBER OF EMPLOYEES: 8 379
Maqache R T (ne), Pimstein M (Exec Chair), Sekese V (ind ne), Shapiro M, DIRECTORS: Cele L C Z (ind ne), Davey B (ne), Earp D (ind ne), Gouws G S
Sacks B (CEO), Douwenga S (CFO) (ne), Karol R (ne), Maasdorp M (ne), Nicolau N F (ind ne), Mohale Prof B
MAJOR ORDINARY SHAREHOLDERS as at 3 Apr 2025 (Chair, ne), Verster H J (CEO), Griffiths G (CFO)
Government Employees Pension Fund 26.71% POSTAL ADDRESS: PO Box 2, Vanderbijlpark, 1900
Public Investment Corporation (SOC) Ltd. 25.01% MORE INFO: www.sharedata.co.za/sdo/jse/ACL
Centric Capital Venture LLC 5.88% COMPANY SECRETARY: FluidRock Co Sec (Pty) Ltd.
POSTAL ADDRESS: PO Box 785812, Sandton, 2146 TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
MORE INFO: www.sharedata.co.za/sdo/jse/AXX SPONSOR: Absa Bank Ltd.
COMPANY SECRETARY: Peter Katz (PKF Octagon) AUDITORS: Ernst & Young Inc.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. CAPITAL STRUCTURE Authorised Issued
SPONSOR: Investec Bank Ltd. ACL Ords no par val 1 200 000 000 1 138 059 825
AUDITORS: Deloitte & Touche Inc.
CAPITAL STRUCTURE Authorised Issued DISTRIBUTIONS [ZARc]
Pay
Ldt
Amt
AXX Ords no par val 10 000 000 000 1 310 000 000 Ords no par val 26 Aug 11 5 Sep 11 55.00
Interim
DISTRIBUTIONS [ZARc] Interim 27 Aug 10 6 Sep 10 150.00
Ords no par val Ldt Pay Amt LIQUIDITY: Oct25 Avg 5m shares p.w., R5.6m(22.2% p.a.)
Final No 16 8 Jul 25 14 Jul 25 7.50
Interim No 15 30 Dec 24 6 Jan 25 4.50 ARCMITTAL 40 Week MA INDM
1200
LIQUIDITY: Oct25 Avg 6m shares p.w., R9.1m(23.1% p.a.)
1000
ARAXI 40 Week MA SCOM
220 800
200
600
180
160 400
140
200
120
100 0
80 2021 2022 2023 2024 2025
60 FINANCIAL STATISTICS
40
2021 2022 2023 2024 2025 Jun 25 Dec 24 Dec 23 Dec 22 Dec 21
(R million)
Final
Final
Final
Final
NOTE: Capital Appreciation Ltd. renamed to Araxi Ltd. on 1 October 2025. Turnover Interim 38 596 41 637 40 771 39 708
17 118
FINANCIAL STATISTICS Op Inc - 533 - 4 447 - 2 937 3 499 7 976
Mar 25 Mar 24 Mar 23 Mar 22 Mar 21
(R ’000) NetIntPd(Rcvd) 490 1 372 1 057 952 1 163
Final Final(rst) Final(rst) Final Final Att Inc - 932 - 5 839 - 3 920 2 634 6 625
Turnover 1 250 733 1 161 981 995 113 830 978 619 513 TotCompIncLoss - 940 - 5 837 - 3 915 2 655 6 620
Op Inc 285 373 233 660 192 957 211 816 137 828 Fixed Ass 8 204 8 063 8 676 10 307 8 819
NetIntPd(Rcvd) - 13 436 - 32 944 - 36 219 - 22 069 - 19 161 Inv & Loans 756 729 683 659 639
Minority Int - 159 172 958 61 - Tot Curr Ass 17 887 15 953 19 517 18 851 19 541
Att Inc 207 064 165 017 90 953 163 230 125 700 Ord SH Int 1 034 1 963 7 799 11 675 9 053
TotCompIncLoss 207 143 164 845 91 160 163 333 125 700 LT Liab 8 377 7 706 5 061 5 547 5 755
Fixed Ass 67 450 71 711 42 481 24 065 25 635 Tot Curr Liab 17 620 15 272 16 250 12 779 14 285
Inv & Loans 9 811 21 527 12 154 54 624 19 645 PER SHARE STATISTICS (cents per share)
Tot Curr Ass 693 307 692 504 760 369 679 626 604 833 HEPS-C (ZARc) - 91.00 - 458.00 - 170.00 234.00 615.00
Ord SH Int 1 533 376 1 470 338 1 392 755 1 482 531 1 375 894 NAV PS (ZARc) 93.00 176.00 700.00 1 047.00 812.00
Minority Int 1 588 1 747 2 054 1 096 - 3 Yr Beta 1.12 0.90 1.99 2.52 2.61
LT Liab 65 239 119 608 54 004 24 968 25 345 Price High 157 239 529 1 134 940
Tot Curr Liab 260 820 202 526 222 522 94 782 79 308 Price Low 59 86 79 423 99
PER SHARE STATISTICS (cents per share) Price Prd End 105 134 164 474 888
HEPS-C (ZARc) 17.57 13.99 7.44 13.40 10.34 RATIOS
DPS (ZARc) 12.00 10.00 8.25 7.50 5.50 Ret on SH Fnd - 180.27 - 297.45 - 50.26 22.56 73.18
NAV PS (ZARc) 117.05 112.24 106.32 120.60 111.90 Oper Pft Mgn - 3.11 - 11.52 - 7.05 8.58 20.09
3 Yr Beta 0.65 0.74 0.38 0.65 0.42 D:E 12.05 5.79 1.16 0.77 0.88
Price High 190 165 190 220 129 Current Ratio 1.02 1.04 1.20 1.48 1.37
Price Low 111 95 116 95 55
Price Prd End 133 119 157 185 100
RATIOS
Ret on SH Fnd 13.48 11.22 6.59 11.01 9.14
Oper Pft Mgn 22.82 20.11 19.39 25.49 22.25
D:E 0.04 0.08 0.04 0.02 0.02
Current Ratio 2.66 3.42 3.42 7.17 7.63
Div Cover 1.47 1.40 0.90 1.78 1.87
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