Page 94 - Profile's Stock Exchange Handbook - 2025 Issue 4

JSE - BOX Profile’s Stock Exchange Handbook: 2025 - Issue 4
Boxer Retail Ltd. Brait plc

ISIN: ZAE000339891 SHORT: BOXER CODE: BOX ISIN: LU0011857645 SHORT: BRAIT CODE: BAT
REG NO: 2024/392006/06 FOUNDED: 1977 LISTED: 2024 ISIN: MU0707E00002 SHORT: BIHL EB CODE: BIHLEB
NATURE OF BUSINESS: The Group has a 47-year history and is South REG NO: 183309 GBC FOUNDED: 1998 LISTED: 1998
Africa’s fastest growing supermarket chain over the past few years, NATURE OF BUSINESS: Brait is an investment holding company
with leading market share of the discount market. Boxer provides focused on driving sustainable long-term growth and value
a focused range of quality affordable products and services to creation in its investment portfolio of sizeable unlisted businesses
customers in the lower- to-middle-income urban, peri-urban and operating in the broad consumer sector. The current investment
rural South African and Eswatini communities. portfolio includes New Look, Virgin Active, Premier FMCG and
SECTOR: CnsStp--PcDrugs&Groceries--PcDrugs&Groceries--Food Iceland Foods. Brait’s shares are listed on the EURO MTF market of
NUMBER OF EMPLOYEES: 32 000 the Luxembourg Stock Exchange and also on the JSE.
DIRECTORS: Boggenpoel J (ind ne), Formby J (ne), Lourens L (ind ne), SECTOR: Fins--FinServcs--InvBnkng&BrokerServcs--DiversFinServcs
Maponya C M (ld ind ne), Molefe D (ind ne), Robertson C H (ind ne), NUMBER OF EMPLOYEES: 0
Summers S (ne), Masojada M A (CEO), Wayne D (CFO) DIRECTORS: Dabrowski M (ind ne), Grant J M (ind ne, British),
MAJOR ORDINARY SHAREHOLDERS as at 11 Mar 2025 Jekwa Dr N Y (ne), Joubert P G (ind ne), Roelofse P J (alt), Troskie H R W
Pick n Pay Retailers (Pty) Ltd. 65.59% (ind ne, Dutch), Wiese Dr C H (ne), Nelson R A (Chair, ind ne, British)
Public Investment Corporation (SOC) Ltd. 5.23% MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025
POSTAL ADDRESS: 41 Boulevard, Westway Office Park, Westville, Titan and affiliates 40.19%
Kwa-Zulu Natal, 3629 Coronation Fund Managers 15.52%
MORE INFO: www.sharedata.co.za/sdo/jse/BOX Camissa Asset Management (Pty) Ltd. 10.80%
COMPANY SECRETARY: Vaughan Ian Pierce MORE INFO: www.sharedata.co.za/sdo/jse/BAT
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. COMPANY SECRETARY: Stonehage Fleming
SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd. (SA)) TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
AUDITORS: Ernst & Young Inc. SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)
CAPITAL STRUCTURE Authorised Issued AUDITORS: PricewaterhouseCoopers Inc.
BOX Ords no par val - 457 407 408 CAPITAL STRUCTURE Authorised Issued
DISTRIBUTIONS [ZARc] BAT Ords EUR22c ea - - 3 862 685 135
2 825 997
BIHLEB
Debt int R750 ea
Ords no par val Ldt Pay Amt
Interim No 1 2 Dec 25 8 Dec 25 45.30 DISTRIBUTIONS [ZARc]
Ords no par val Ldt Pay Amt Ords EUR22c ea Ldt Pay Amt
Interim No 1 2 Dec 25 8 Dec 25 45.30 Final No 27 1 Aug 17 7 Aug 17 78.15
LIQUIDITY: Oct25 Avg 5m shares p.w., R339.7m(57.6% p.a.) Final No 26 8 Aug 16 15 Aug 16 136.27
LIQUIDITY: Oct25 Avg 19m shares p.w., R38.2m(25.4% p.a.)
BOXER 40 Week MA FOOR
8000
BRAIT 40 Week MA GENF
800
7500
700
600
7000
500
6500
400
300
6000
200
5500 100
Dec 2024 Jan 2025 Feb 2025 Apr 2025 Jun 2025 Jul 2025 Aug 2025 Oct 2025
0
2021 2022 2023 2024 2025
FINANCIAL STATISTICS
Aug 25 Mar 25 Note: Brait plc changed its presentation currency from EUR to
(R ‘000) ZAR on 21 June 2022 following the transfer of the company’s
Interim Final
Turnover 22 518 000 42 344 000 registered office from Malta to Mauritius.
Op Inc 931 000 2 308 000 FINANCIAL STATISTICS
NetIntPd(Rcvd) 231 000 367 000 (million) Mar 25 Mar 24 Mar 23 Mar 22 Mar 21
Att Inc 502 000 1 383 000 Final Final Final Final(rst) Final
TotCompIncLoss 502 000 1 387 000 Revenue 670 206 - 603 937 67
Fixed Ass 3 991 000 3 807 000 Operating Inc 633 160 - 648 894 58
Inv & Loans 123 000 126 000 NetIntPd(Rcvd) 480 331 280 270 32
Tot Curr Ass 6 017 000 4 644 000 Att Inc 153 - 171 - 928 624 25
Ord SH Int 2 428 000 1 942 000 TotCompIncLoss 571 - 716 - 1 728 - 35 48
LT Liab 4 976 000 5 000 000 Inv & Loans 14 783 12 204 12 535 13 795 949
Tot Curr Liab 7 056 000 5 791 000 Tot Curr Ass 2 2 1 2 15
PER SHARE STATISTICS (cents per share) Ord SH Int 11 817 8 609 9 325 11 053 601
HEPS-C (ZARc) 114.28 413.76 LT Liab 2 873 - 3 125 2 667 356
DPS (ZARc) 45.30 - Tot Curr Liab 95 3 597 86 77 7
NAV PS (ZARc) 530.82 424.57 PER SHARE STATISTICS (cents per share)
Price High 7 559 6 975 HEPS-C (ZARc) 5.00 - 13.00 - 70.00 47.00 34.00
Price Low 6 001 6 150 NAV PS (ZARc) 306.00 652.00 706.00 837.00 790.00
Price Prd End 7 014 6 719 3 Yr Beta - 0.14 - 0.38 - 0.04 1.16 1.48
RATIOS Price High 215 364 510 510 438
Ret on SH Fnd 41.35 71.22 Price Low 73 113 329 240 230
Oper Pft Mgn 4.13 5.45 Price Prd End 198 137 362 435 261
D:E 2.05 2.91 RATIOS
Current Ratio 0.85 0.80 Ret on SH Fnd 1.29 - 1.99 - 9.95 5.65 4.16
Div Cover 2.44 - Oper Pft Mgn 94.48 77.67 107.46 95.41 86.57
D:E 0.24 - 0.34 0.24 0.59
Current Ratio 0.02 - 0.01 0.03 2.14
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