Page 171 - Profile's Stock Exchange Handbook - 2026 Issue 2
P. 171

Profile’s Stock Exchange Handbook: 2026 - Issue 2                         JSE - REU
                    Reunert Ltd.                             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
                                                             POSTAL ADDRESS: PO Box 784391, Sandton,
                                                               2146
                                                             EMAIL: invest@reunert.co.za
                                                 Scan the QR code to   WEBSITE: www.reunert.co.za
                                                  visit our website  TELEPHONE: 011-517-9000
       ISIN: ZAE000057428   SHORT: REUNERT   CODE: RLO  COMPANY SECRETARY: Reunert Management Services (Pty) Ltd.
       REG NO: 1913/004355/06   FOUNDED: 1888   LISTED: 1948  TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
                                                 SPONSOR: One Capital
        NATURE OF BUSINESS:                      AUDITORS: KPMG Inc.
        Reunert is a leading industrial company with a diversified   BANKERS: Nedbank Ltd., Rand Merchant Bank, Standard Bank
        portfolio  of  businesses  in  three  segments.  Reunert  is  a   SEGMENTAL REPORTING as at 30 Sep 25 (as a % of Liabilities)
        purpose-driven Group, with an ethical culture based on   Electrical Engineering   36.23%
                                                                                   24.74%
                                                  Other
        its Group Values and Code of Ethics, and a commitment to   Information Communication Technologies   21.03%
        invest in the future.                     Applied Electronics              18.00%
        Reunert was founded in 1888, listed on the Johannesburg   CALENDAR  Expected  Status
        Stock  Exchange  (JSE)  in  1948  and  is  included  in  the   Next Interim Results  22 May 2026  Confirmed
        industrial  goods  and  services  (electronic  and  electrical   Next Final Results  20 Nov 2026  Confirmed
        equipment) sector of the JSE. The Group also listed on the   Annual General Meeting  Feb 2027  Unconfirmed
        A2X in August 2023 to increase share liquidity and access   CAPITAL STRUCTURE  Authorised  Issued
        to the retail market.                    RLO     Ords no par val     235 000 000     182 665 316
        Reunert primarily operates in South Africa, with smaller   DISTRIBUTIONS [ZARc]
        operations  in  Australia,  India,  Lesotho,  the  Kingdom  of   Ords no par val  Ldt  Pay  Amt
        Saudi  Arabia,  Mauritius,  the  USA  and  Zambia.  Reunert   Final No 199  20 Jan 26  26 Jan 26  293.00
        accesses  several  export  markets  in  Europe  and  Asia   Interim No 198  24 Jun 25  30 Jun 25  90.00
        through  distributors.  The  Group’s  Head  Office  is  in   Final No 197  21 Jan 25  27 Jan 25  276.00
        Woodmead, Johannesburg, South Africa.    Interim No 196  18 Jun 24  24 Jun 24  90.00
                                                 LIQUIDITY: Mar26 Avg 2m shares p.w., R123.5m(59.4% p.a.)
       SECTOR: Inds--IndsGoods&Services--Elec&ElecEquip--Components
       MAJOR ORDINARY SHAREHOLDERS as at 5 Feb 2026   REUNERT  40 Week MA  ELEE      9000
        Public Investment Corporation (SOC) Ltd.   14.70%
        Abax Investments (Pty) Ltd.      4.00%                                       8000
        Ninety One SA (Pty) Ltd.         3.50%                                       7000
       FINANCIAL STATISTICS                                                          6000
                   Sep 25  Sep 24  Sep 23  Sep 22  Sep 21
       (R million)                                                                   5000
                    Final  Final  Final  Final  Final
       Turnover     13 881  14 228  13 781  11 129  9 575                            4000
       Op Inc        1 515  1 640  1 431  1 231  1 050
       NetIntPd(Rcvd)  72   70   120   52    42                                      3000
       Tax           388    410  359   293  265        2022   2023   2024   2025   2026
       Minority Int   28    62    40   17   - 10
       Att Inc       1 027  1 098  919  827  777  RECENT ANNOUNCEMENTS
       TotCompInc/Loss  933  976  933  846  769
       Hline Erngs-CO  1 019  1 089  957  826  768  Tuesday,  24  February  2026:  Reunert  advised  of  the
       Fixed Ass     885    823  811   913  881    appointment of Anthonie de Beer as an executive director
       FinCo Acc Rec  1 584  1 610  1 688  1 579  1 803
       Inv & Loans   283    283  231   126  240    of the company, effective 1 March 2026. He will also succeed
       Def Tax Asset  224   275  202   151  145    Alan Dickson as an executive member of the Risk Committee
       Tot Curr Ass  7 722  8 329  7 358  6 521  5 703  and Social, Ethics and Transformation Committee. Alan will
       Ord SH Int    8 044  7 958  7 456  7 057  6 695  remain an executive director until 31 May 2026.
       Minority Int  164    142  174   133   87
       LT Liab       1 611  1 858  1 739  441  452  Tuesday, 24 February 2026: Reunert held its 112th AGM, where
       Tot Curr Liab  2 940  3 569  3 263  3 301  3 103  all  resolutions  were  approved  except  for  the  non-binding
       PER SHARE STATISTICS (cents per share)      endorsement of the Remuneration Implementation Report,
       EPS (ZARc)    654.00  690.00  578.00  520.00  483.00  which  received  less  than  75%  support.  Shareholders  are
       HEPS-C (ZARc)  649.00  685.00  602.00  519.00  478.00
        Pct chng p.a.  - 5.3  13.8  16.0  8.6  315.7  invited to engage with the company via email by 10 March
        Tr 5yr av grwth %  69.8  54.8  48.4  45.9  48.0  2026 to discuss their concerns. The company’s overall voting
       DPS (ZARc)    383.00  366.00  332.00  299.00  277.00  results show strong support for most resolutions, including
        Pct chng p.a.  4.6  10.2  11.0  7.9  7.8
        Tr 5yr av grwth %  8.3  - 2.6  - 3.8  - 5.2  - 5.2  the  election  of  directors  and  appointment  of  auditors.
       NAV PS (ZARc)  4 403.68  4 356.60 4 030.94  3 815.23 3 619.52  Reunert’s Remuneration Policy received significant backing,
       3 Yr Beta      0.27  0.40  0.46  0.47  0.47  though the remuneration report did not. The company will
       Price High    8 329  8 322  6 391  5 582  5 779
       Price Low     5 198  5 669  4 300  3 611  2 887  respond to shareholder feedback by June 2026.
       Price Prd End  5 382  8 100  6 016  4 330  4 751  Friday, 19 December 2025: The 112th annual general meeting
       RATIOS                                      (“AGM”)  of  shareholders  of  Reunert  will  be  held  entirely
       Ret on SH Fnd  12.85  14.32  12.57  11.74  11.31  through  the  use  of  an  interactive  electronic  platform  on
       Ret On Tot Ass  13.23  13.56  12.48  12.00  11.52
       Oper Pft Mgn  10.91  11.53  10.38  11.06  10.97  Tuesday, 24 February 2026 at 08h00.
       D:E            0.20  0.23  0.24  0.15  0.18  Availability of the annual integrated report
       Int Cover     21.04  23.43  11.93  23.67  25.00  The 2025 integrated report is available at: reunert.co.za/pdf/
       Current Ratio  2.63  2.33  2.25  1.98  1.84  annual-reports/2025/reunert-integrated-report-2025.pdf.
       Div Cover      1.71  1.89  1.74  1.74  1.74
       NUMBER OF EMPLOYEES: 6 441                  Availability of the B-BBEE annual compliance report
       DIRECTORS: Abdool-Samad T (ind ne), Boëttger R J (ind ne),    The  Company’s  latest  Broad-Based  Black  Economic
        Dalgleish G B (ind ne), Eboka T N M (ind ne), Fourie L P (ind ne),   Empowerment  Act  annual  compliance  report  is  available
        Hulley J P (ind ne), Matshoba-Ramuedzisi M T (ind ne),    at:   reunert.co.za/pdf/supplementary-reports/2025/form-
        Moodley M, Husain M J (Chair, ind ne), de Beer A C (Group CEO)*,   bbbee-1- compliance-report-reunert-fy-2025.pdf.
        Kathan M (Group CFO)
       * Effective 1 March 2026
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