Page 142 - Profile's Stock Exchange Handbook - 2026 Issue 2
P. 142

JSE - MOT                               Profile’s Stock Exchange Handbook: 2026 - Issue 2
                 Motus Holdings Ltd.              NAV PS (ZARc)  10 940.00 11 305.00 10 203.00 10 189.00 8 143.00
                                                                                  0.72
                                                                      0.72
                                                                            0.40
                                                                 1.08
                                                                                       1.70
                                                  3 Yr Beta
                                                  Price High    12 521  12 861  11 060  13 600  12 068
                                                                9 000
                                                                                      8 202
                                                                                 8 828
                            ISIN: ZAE000261913    Price Low     12 193  7 111  7 890  10 018  10 700
                                                  Price Prd End
                                                                           9 239
                                                                      9 408
                            SHORT: MOTUS          RATIOS
                            CODE: MTH             Ret on SH Fnd  14.27  12.43  13.67  19.20  23.77
                            REG NO: 2017/451730/06   Ret On Tot Ass  7.03  6.44  5.90  7.27  11.06
                            FOUNDED: 2017         Oper Pft Mgn   4.75  4.86  4.84  5.37  5.47
                            LISTED: 2018          D:E            0.81  0.80  1.01  1.14  0.67
                                                  Int Cover      3.39  2.75  2.47  4.22  10.02
        NATURE OF BUSINESS:                       Current Ratio  1.36  1.36  1.34  1.40  1.40
        Motus  is  a  multi-national  provider  of  automotive  mobility   Div Cover  2.68  2.67  2.79  2.83  2.68
        solutions  and  vehicle  products  and  services,  with  a  leading   NUMBER OF EMPLOYEES: 20 131
        market  presence  in  South  Africa  (SA)  as  well  as  a  selected   DIRECTORS: Njeke M J N (Chair, ind ne),
        international  offering  in  the  United  Kingdom  (UK),  Australia,   Tugendhaft A (Dep Chair, ne),
                                                               Janse van Rensburg O J (CEO), Baijnath B (CFO),
        Asia and Southern and East Africa.                     Mayet S (ind ne), Potgieter J N (ind ne),
        Motus  is  a  diversified  (non-manufacturing)  business  in  the   Roji-Nodolo F (ind ne), Sennelo L J (ind ne), van
        automotive sector and is SA’s leading automotive group, with   Wyk R (ind ne)
        unrivalled scale and scope across the automotive value chain.  POSTAL ADDRESS: PO Box 1719, Edenvale, 1610
                                                              EMAIL: MotusIR@motus.co.za
        Motus  offers  a  differentiated  value  proposition  to  OEMs,   Scan the QR code to   WEBSITE: www.motus.co.za
                                                   visit our website
        customers and business partners with a business model that   TELEPHONE: 010-493-4400
        integrates our four business segments:    COMPANY SECRETARY: N E Simelane
                                                  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
        *Import and Distribution: Importer and distributor of passenger,   SPONSOR: Merchantec Capital
        light  commercial  vehicles  and  parts  to  serve  a  network  of   AUDITORS: PricewaterhouseCoopers Inc.
        dealerships, vehicle rental companies, fleets and government   BANKERS: First National Bank Ltd., Nedbank Ltd., The Standard
        institutions in Southern Africa.           Bank of South Africa Ltd.
                                                                                     Status
                                                  CALENDAR
        *Retail and Rental: Retailer of new and pre-owned passenger   Next Final Results  Expected  Confirmed
                                                                          2 Sep 2026
        and  commercial  vehicles  across  all  segments  in  SA  and  the   Annual General Meeting  4 Nov 2026  Confirmed
        UK,  and  passenger  vehicles  in  Australia.  Selling  of  parts  and   Next Interim Results  Feb 2027  Unconfirmed
        accessories. Servicing and maintenance of vehicles. Rental of
                                                                                      Issued
                                                                         Authorised
        passenger and light commercial vehicles in Southern Africa.  CAPITAL STRUCTURE     394 999 000     177 963 447
                                                          Ords no par val
                                                  MTH
        *Mobility  Solutions:  Industry  leader  in  the  development,
                                                  DISTRIBUTIONS [ZARc]
        management,  administration  and  distribution  of  innovative   Ords no par val  Ldt  Pay  Amt
        vehicle-related  financial  products  and  services.  Strategic   Interim No 13  24 Mar 26  30 Mar 26  300.00
        partner  to  some  of  SA’s  largest  insurers  and  finance  houses.   Final No 12  30 Sep 25  6 Oct 25  310.00
        Provider of fleet management services, telemetry and business   Interim No 11  1 Apr 25  7 Apr 25  240.00
        process outsourcing through sophisticated technology and call   Final No 10  1 Oct 24  7 Oct 24  285.00
        centre capabilities.                      LIQUIDITY: Mar26 Avg 3m shares p.w., R289.3m(82.0% p.a.)
        *Aftermarket Parts: Distributor, wholesaler and retailer of parts   MOTUS  40 Week MA  GERE
        and accessories for out-of-warranty vehicles in Southern Africa,              14000
        the UK, Asia and Europe. Distribution points in SA, the UK, Asia              12000
        and Europe.
        *Head Office and Eliminations:                                                10000
        Centralised treasury functions, various head office and holding               8000
        companies  and  inter-segmental  and  other  consolidation                    6000
        eliminations.
                                                                                      4000
       SECTOR: ConsDisr--Retail--Retailers--SpecialityRetaillers  2022  2023  2024  2025  2026
       MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025
         Public Investment Corporation   16.70%    RECENT ANNOUNCEMENTS
         Ukhamba Holdings (Pty) Ltd.     10.60%
         Fairtree Capital (Pty) Ltd.      7.83%    Motus  interim  results  December  2025  -  Wednesday,  25
        FINANCIAL STATISTICS                        February 2026: Revenue for the period increased by 3% to
                    Dec 25  Jun 25  Jun 24  Jun 23  Jun 22  R57.7 billion (2024: R56.2 billion). Earnings before interest,
        (R million)                                 taxation, depreciation and amortisation went up 1% to
                    Interim  Final  Final Final(rst)  Final
        Turnover     57 663  112 598  113 764  106 538  91 978  R4.1  billion  (2024:  R4.0  billion).  Operating  profit  before
        Op Inc       2 738  5 476  5 503  5 723  5 029  capital  items  and  net  foreign  exchange  movements
        NetIntPd(Rcvd)  780  1 908  2 189  1 352  496  grew by 8% to R2.7 billion (2024: R2.5 billion). Profit for
        Tax           479   836   739   947  1 135
        Minority Int   38    49    43    56   48    the period attributable to owners of Motus jumped 20%
        Att Inc      1 347  2 451  2 436  3 354  3 290  to  R1.3  billion  (2024:  R1.1  billion).  In  addition,  headline
        TotCompInc/Loss  146  2 769  1 706  5 929  4 026  earnings per share went up 19% to 807 cents per share
        Hline Erngs-CO  1 350  2 585  2 484  3 416  3 504
        Fixed Ass    8 380  8 431  8 078  8 188  7 201  (2024: 681 cents per share).
        Inv in Assoc  315   296   270   277  268    Dividend
        Inv & Loans   663   622   581   127  450    An interim dividend of 300 cents per ordinary share has
        Def Tax Asset  1 464  1 441  1 518  1 353  1 203  been declared and will be paid in March 2026.
        Tot Curr Ass  41 323  40 948  41 599  46 070  29 126
        Ord SH Int   19 189  19 896  17 958  17 627  13 924  Board changes
        Minority Int  225   211   179   135  121    During the reporting period, KA Cassel retired due to ill
        LT Liab      11 833  11 973  13 492  16 045  8 089  health as an executive director and from the board, with
        Tot Curr Liab  30 483  30 001  31 018  32 848  20 806
        PER SHARE STATISTICS (cents per share)      effect from 6 November 2025. The board is saddened to
        EPS (ZARc)   805.00  1 468.00 1 450.00  2 008.00 1 902.00  share that KA Cassel passed away in January 2026.
        HEPS-C (ZARc)  807.00  1 548.00 1 479.00  2 046.00 2 025.00  In  addition,  A  Tugendhaft  tendered  his  resignation  on
        Pct chng p.a.  4.3   4.7  - 27.7  1.0  71.8  24  February  2026  as  a  non-executive  director.  He  will
        Tr 5yr av grwth %  -  69.6  54.5  60.6  -
        DPS (ZARc)   300.00  550.00  520.00  710.00  710.00  continue to serve on the board until 31 May 2026.
        Pct chng p.a.  9.1   5.8  - 26.8  -  71.1
        Tr 5yr av grwth %  -  10.0  - 11.1  - 5.8  -
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