Page 141 - Profile's Stock Exchange Handbook - 2026 Issue 2
P. 141

Profile’s Stock Exchange Handbook: 2026 - Issue 2                        JSE - MON
                     Mondi plc                         Montauk Renewables Inc.

       ISIN: GB00BMWC6P49   SHORT: MONDIPLC   CODE: MNP  ISIN: US61218C1036   SHORT: MNTKRENEW   CODE: MKR
       REG NO: 6209386   FOUNDED: 2007   LISTED: 2007  REG NO: 85-3189583   FOUNDED: 2020   LISTED: 2021
       NATURE OF BUSINESS: Mondi is a global leader in packaging and   NATURE  OF  BUSINESS:  Montauk  is  a  fully-integrated  renewable
        paper,  contributing  to  a  better  world  by  producing  products   energy  company  specializing  in  the  management,  recovery,
        that are sustainable by design. Mondi employs 24 000 people in   and  conversion  of  biogas  into  renewable  energy.  Montauk  has
        more than 30 countries and operate an integrated business with   over  30  years  of  experience  in  the  development,  operation,
        expertise  spanning  the  entire  value  chain,  offering  customers  a   and  management  of  biogas-fuelled  renewable  energy  projects.
        broad  range  of  innovative  solutions  for  consumer  and  industrial   Montauk  is  a  leader  in  renewable  energy  development  from
        end-use applications. Sustainability is at the centre of our strategy,   biogas.  It  specializes  in  developing  projects  which  collectively
        with our ambitious commitments to 2030 focused on circular driven   benefit all parties involved. The company’s portfolio is diversified
        solutions, created by empowered people, taking action on climate.  and  positioned  to  withstand  market  fluctuations,  as  well  as  to
       SECTOR: Inds--IndsGoods&Services--GeneralIndustr--Cont&Pckgng  capture emerging trends and future demand.
       NUMBER OF EMPLOYEES: 24 000               SECTOR: Energy--Energy--AltEnergy--AltFuels
       DIRECTORS: Brandtzaeg S R (ind ne), Clark S (snr ind ne), Govil S (ind ne),   NUMBER OF EMPLOYEES: 189
        Groth A (ind ne), Macozoma S (ind ne), Strank Dame A (ind ne), Yea P   DIRECTORS: Ahmed M H (ind ne), Copelyn J A (ne), Cunningham J
        (Chair, ind ne), King A (CEO), Young S (Sen Deputy Gvnr, ind ne, British),   (ind ne), Govender T G (ne), Shaik Y (ind ne), McClain S F (CEO, USA)
        Powell M (CFO)                           MAJOR ORDINARY SHAREHOLDERS as at 2 Apr 2026
       MAJOR ORDINARY SHAREHOLDERS as at 28 Nov 2025   Entity Controlled by Mr. Copelyn   40.20%
        Public Investment Corporation (SOC) Ltd.   9.94%   Aktiv Investment Management (Pty) Ltd.   15.60%
        Coronation Fund Managers           9.00%   Entity Controlled by Mr. Govender   12.10%
        Allan Gray (Pty) Ltd.              8.05%  POSTAL ADDRESS: 680 Andersen Drive, 5th Floor, Pittsburgh, PA, 15220
       POSTAL ADDRESS: Ground Floor, Building 5, The Heights,   MORE INFO: www.sharedata.co.za/sdo/jse/MKR
        Brooklands, Weybridge, Surrey, United Kingdom, KT13 0NY  COMPANY SECRETARY: John Ciroli
       MORE INFO: www.sharedata.co.za/sdo/jse/MNP  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       COMPANY SECRETARY: Jenny Hampshire        CAPITAL STRUCTURE      Authorised   Issued
       TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.  MKR  Ords USD0.01 ea     690 000 000     141 015 213
       SPONSOR: JP Morgan Equities South Africa (Pty) Ltd.
       AUDITORS: PwC LLP                         LIQUIDITY: Apr26 Avg 590 401 shares p.w., R17.9m(21.8% p.a.)
       CAPITAL STRUCTURE      Authorised  Issued
       MNP     Ords EUR 20c ea    3 177 608 605     441 412 530
       DISTRIBUTIONS [EURc]
       Ords EUR 20c ea   Ldt      Pay       Amt
       Final No 38    24 Mar 26  7 May 26   4.92
       Interim No 37  19 Aug 25  26 Sep 25  23.33
       LIQUIDITY: Apr26 Avg 5m shares p.w., R1 149.6m(61.3% p.a.)
                                                 FINANCIAL STATISTICS
                                                 (USD ‘000)   Dec 25   Dec 24  Dec 23   Dec 22   Dec 21
                                                               Final  Final  Final  Final  Final
                                                 Turnover     176 382  175 736  174 904  205 559  148 127
                                                 Op Inc         852  16 123  23 640  44 566  3 335
                                                 NetIntPd(Rcvd)  4 816  5 277  5 753  1 792  2 928
                                                 Att Inc       1 748  9 734  14 948  35 194  - 4 528
                                                 Fixed Ass    341 395  252 288  214 289  175 946  180 893
       NOTE: Mondi plc underwent an 11:10 share consolidation on 24   Inv & Loans  3 824  -  -  -  -
        January 2024, historical figures have been adjusted.  Tot Curr Ass  37 155  57 224  90 175  125 804  75 167
       FINANCIAL STATISTICS                      Ord SH Int   263 148  257 417  250 239  227 091  182 293
                    Dec 25   Dec 24  Dec 23   Dec 22   Dec 21   LT Liab  138 887  58 070  70 649  76 823  79 630
       (EUR million)
                     Final  Final  Final  Final Final(rst)  Tot Curr Liab  33 425  33 528  29 350  28 402  24 557
       Turnover      7 663  7 416  7 330  8 902  6 974  PER SHARE STATISTICS (cents per share)
       Op Inc         391  456   763  1 685  789  HEPS-C (ZARc)  53.67  146.64  203.06  442.26  - 44.37
       NetIntPd(Rcvd)  114  67   74    138   81  NAV PS (ZARc)  3 033.48  3 381.31 3 184.20  2 728.99  2 057.55
       Minority Int   32    44   19    73    17  3 Yr Beta     - 0.47  - 0.90  -  -     -
       Att Inc        165  218  - 153  1 452  756  Price High  9 000  17 200  20 799  36 200  23 000
       TotCompInc/Loss  199  334  186  1 636  807  Price Low   2 310  6 120  10 497  14 094  8 719
       Fixed Ass     5 751  5 160  4 619  4 167  4 870  Price Prd End  2 900  8 300  17 200  19 180  17 200
       Tot Curr Ass  2 820  2 779  3 923  3 887  2 921  RATIOS
       Ord SH Int    4 727  4 857  5 655  5 794  4 498  Ret on SH Fnd  0.66  3.78  5.97  15.50  - 2.48
       Minority Int   473  493   441   460   391  Oper Pft Mgn  0.48  9.17  13.52  21.68  2.25
       LT Liab       3 101  2 506  1 987  2 472  2 637  D:E    0.55  0.27  0.31  0.37  0.48
       Tot Curr Liab  1 843  1 485  1 881  1 796  1 735  Current Ratio  1.11  1.71  3.07  4.43  3.06
       PER SHARE STATISTICS (cents per share)
       HEPS-C (ZARc)  970.66  1 205.71 2 901.64  5 003.46  2 987.82
       DPS (ZARc)   575.54  1 360.90 5 047.51  1 441.83  1 214.27
       NAV PS (ZARc)  20 846.87 21 375.20 23 582.92 23 990.52 18 515.94
       3 Yr Beta     0.81  0.74  0.73  0.52  0.57
       Price High   30 927  40 102  40 609  45 276  47 306
       Price Low    18 231  26 001  30 407  27 568  37 663
       Price Prd End  20 360  27 750  39 930  32 010  43 467
       RATIOS
       Ret on SH Fnd  3.79  4.90  - 2.20  24.38  15.81
       Oper Pft Mgn  5.10  6.15  10.41  18.93  11.31
       D:E           0.66  0.48  0.42  0.41  0.56
       Current Ratio  1.53  1.87  2.09  2.16  1.68
       Div Cover     1.31  0.72  - 0.12  3.93  2.47
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