Page 173 - Profile's Stock Exchange Handbook - 2026 Issue 1

Profile’s Stock Exchange Handbook: 2026 - Issue 1 JSE - REU
Reunert Ltd. POSTAL ADDRESS: PO Box 784391, Sandton, 2146
EMAIL: invest@reunert.co.za
WEBSITE: www.reunert.co.za
TELEPHONE: 011-517-9000
COMPANY SECRETARY: Reunert Management
Services (Pty) Ltd.
TRANSFER SECRETARY: JSE Investor Services
(Pty) Ltd.
SPONSOR: One Capital
Scan the QR code to AUDITORS: KPMG Inc.
visit our website BANKERS: Nedbank Ltd., Rand Merchant
ISIN: ZAE000057428 SHORT: REUNERT CODE: RLO Bank, Standard Bank
REG NO: 1913/004355/06 FOUNDED: 1888 LISTED: 1948 SEGMENTAL REPORTING as at 30 Sep 25 (as a % of Liabilities)
Electrical Engineering 36.23%
NATURE OF BUSINESS: Other 24.74%
Reunert is a leading industrial company with a diversified Information Communication Technologies 21.03%
portfolio of businesses in three segments. Reunert is a Applied Electronics 18.00%
purpose-driven Group, with an ethical culture based on CALENDAR Expected Status
its Group Values and Code of Ethics, and a commitment to Annual General Meeting 24 Feb 2026 Confirmed
invest in the future. Next Interim Results May 2026 Unconfirmed
Next Final Results
Nov 2026
Unconfirmed
Reunert was founded in 1888, listed on the Johannesburg
Stock Exchange (JSE) in 1948 and is included in the CAPITAL STRUCTURE Authorised Issued
industrial goods and services (electronic and electrical RLO Ords no par val 235 000 000 182 665 316
equipment) sector of the JSE. The Group also listed on the DISTRIBUTIONS [ZARc]
A2X in August 2023 to increase share liquidity and access Ords no par val Ldt Pay Amt
26 Jan 26
to the retail market. Final No 199 20 Jan 26 30 Jun 25 293.00
24 Jun 25
90.00
Interim No 198
Reunert primarily operates in South Africa, with smaller Final No 197 21 Jan 25 27 Jan 25 276.00
operations in Australia, India, Lesotho, the Kingdom of Interim No 196 18 Jun 24 24 Jun 24 90.00
Saudi Arabia, Mauritius, the USA and Zambia. Reunert LIQUIDITY: Dec25 Avg 2m shares p.w., R113.9m(54.4% p.a.)
accesses several export markets in Europe and Asia
through distributors. The Group’s Head Office is in REUNERT 40 Week MA ELEE 9000
Woodmead, Johannesburg, South Africa.
8000
SECTOR: Inds--IndsGoods&Services--Elec&ElecEquip--Components 7000
MAJOR ORDINARY SHAREHOLDERS as at 30 Sep 2025
Public Investment Corporation (SOC) Ltd. 13.20% 6000
Old Mutual Investment Group (SA) (Pty) Ltd. 5.60% 5000
Vanguard Group 3.70%
4000
FINANCIAL STATISTICS
Sep 25 Sep 24 Sep 23 Sep 22 Sep 21 3000
(R million) 2021 2022 2023 2024 2025
Final Final Final Final Final
Turnover 13 881 14 228 13 781 11 129 9 575 RECENT ANNOUNCEMENTS
Op Inc 1 515 1 640 1 431 1 231 1 050
NetIntPd(Rcvd) 72 70 120 52 42 Reunert final results September 2025 - Thursday, 20
Tax 388 410 359 293 265
Minority Int 28 62 40 17 - 10 November 2025: Continuing operations
Att Inc 1 027 1 098 919 827 777 Revenue for the year dipped to R13.9 billion (R14.2 billion),
TotCompInc/Loss 933 976 933 846 769 with operating profit decreasing to R1.5 billion (R1.6
Hline Erngs-CO 1 019 1 089 957 826 768
Fixed Ass 885 823 811 913 881 billion). Profit for the year attributable to Equity holders
FinCo Acc Rec 1 584 1 610 1 688 1 579 1 803 of Reunert came in lower at R1.0 billion (R1.1 billion).
Inv & Loans 283 283 231 126 240 Additionally, headline earnings per share was reported at
Def Tax Asset 224 275 202 151 145 a reduced 649 cents per share (685 cents per share).
Tot Curr Ass 7 722 8 329 7 358 6 521 5 703
Ord SH Int 8 044 7 958 7 456 7 057 6 695 Dividend declaration
Minority Int 164 142 174 133 87 Notice was given that a gross final cash dividend No.
LT Liab 1 611 1 858 1 739 441 452 199 of 293,0 cents per ordinary share (September 2024:
Tot Curr Liab 2 940 3 569 3 263 3 301 3 103
PER SHARE STATISTICS (cents per share) 276,0 cents per ordinary share) has been declared by the
EPS (ZARc) 654.00 690.00 578.00 520.00 483.00 directors for the year ended 30 September 2025.
HEPS-C (ZARc) 649.00 685.00 602.00 519.00 478.00 Prospects
Pct chng p.a. - 5.3 13.8 16.0 8.6 315.7 The momentum created through the Group’s positive
Tr 5yr av grwth % 69.8 54.8 48.4 45.9 48.0
DPS (ZARc) 383.00 366.00 332.00 299.00 277.00 second half performance and strategy execution,
Pct chng p.a. 4.6 10.2 11.0 7.9 7.8 positions Reunert well for growth in the 2026 financial
Tr 5yr av grwth % 8.3 - 2.6 - 3.8 - 5.2 - 5.2 year. It is anticipated that the South African economy will
NAV PS (ZARc) 4 403.68 4 356.60 4 030.94 3 815.23 3 619.52
3 Yr Beta 0.27 0.40 0.46 0.47 0.47 steadily improve as the impact of the energy, rail and port
Price High 8 329 8 322 6 391 5 582 5 779 infrastructure investments continues, private participation
Price Low 5 198 5 669 4 300 3 611 2 887 in infrastructure projects increases and the benefits of the
Price Prd End 5 382 8 100 6 016 4 330 4 751
RATIOS structural improvements flow into the economy. Reunert’s
Ret on SH Fnd 12.85 14.32 12.57 11.74 11.31 track record reflects that steady economic improvement
Ret On Tot Ass 13.23 13.56 12.48 12.00 11.52 results in positive operating leverage and improved
Oper Pft Mgn 10.91 11.53 10.38 11.06 10.97 financial performance. Pressure is, however, expected to
D:E 0.20 0.23 0.24 0.15 0.18
Int Cover 21.04 23.43 11.93 23.67 25.00 continue on the Electrical Engineering product volumes
Current Ratio 2.63 2.33 2.25 1.98 1.84 in the South African businesses until infrastructure
Div Cover 1.71 1.89 1.74 1.74 1.74 investment increases, which is not anticipated to change
NUMBER OF EMPLOYEES: 6 441 materially in the first half of the new financial year. The
DIRECTORS: Abdool-Samad T (ind ne), Boëttger R J (ind ne), South African businesses in the Electrical Engineering
Dalgleish G B (ind ne), Eboka T N M (ind ne), Fourie L P (ind ne), Segment are at least expected to perform in line with
Hulley J P (ind ne), Matshoba-Ramuedzisi M T (ind ne), Moodley M, 2025’s performance.
Husain M J (Chair, ind ne), Dickson A E (CEO), Kathan M (CFO)
POPULAR BRAND NAMES: +OneX, CBI-electric, ECN, Etion Create,
IQ Business, Lumika, Nanoteq, Nashua, Omnigo, Quince Capital,
Reutech Communications, Reutech Radar Systems, Reutech
Solutions, Skywire, Terra Firma, Zamefa
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