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Profile’s Stock Exchange Handbook: 2020 – Issue 2                       JSE – ARB
                                                  SECTOR: Basic Materials—Basic Resrcs—Ind Metals—Steel
                 ARB Holdings Ltd.                NUMBER OF EMPLOYEES: 8 837
                                                  DIRECTORS: AranhaBE(ne), CeleLC(ind ne), GosaNP(ne),
        ARB
       ISIN: ZAE000109435  SHORT: ARB  CODE: ARH   GouwsGS(ne), Karol R (ne), MnxasanaNP(ind ne),
       REG NO: 1986/002975/06 FOUNDED: 1980  LISTED: 2007  ModiseJRD(ind ne), MusondaKMM(ind ne), NicolauNF(ind ne),
       NATURE OF BUSINESS: ARB is an investment and property holding  Makwana P M (Chair, ind ne), Verster H J (CEO), Maharaj A D (CFO)
        company that ownsinvestmentsin closely-related trading anddistribution  MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2019
        businesses. Major investment holdings include 74% of ARB Electrical  ArcelorMittal Holdings AG  53.05%
        Wholesalers, a level 2 B-BBEE company, which operates 22 electrical  Amandla we Nsimbi (Pty) Ltd.  16.73%
        branches throughout South Africa, and 60% of Eurolux, which imports  Industrial Development Corporation  6.40%
        and distributes light fittings, lamps and related accessories.  POSTAL ADDRESS: PO Box 2, Vanderbijlpark, 1900
       SECTOR: Ind—Ind Goods&Srvcs—Elec&Elec Equip—Componts&Equip  MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=ACL
       NUMBER OF EMPLOYEES: 1 079                 COMPANY SECRETARY: FluidRock Co Sec (Pty) Ltd.
       DIRECTORS: Dixon J (ind ne), DownesST(ind ne),  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
        Patmore R B (Chair, ind ne), Neasham B (CEO), Scrutton G M (CFO)  SPONSOR: Absa Bank Ltd.
       MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2019  AUDITORS: Deloitte & Touche
         Burke Investment Trust           50.67%  CAPITAL STRUCTURE   AUTHORISED     ISSUED
         Namibian Government Institutions Pension Fund  6.06%  ACL  Ords no par value  1 200 000 000  1 138 059 825
         Alan Burke Trust                  4.08%
       POSTAL ADDRESS: PO Box 26426, Isipingo Beach, 4115  DISTRIBUTIONS [ZARc]
       MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=ARH  Ords no par value  Ldt  Pay  Amt
       COMPANY SECRETARY: Mario Louw              Interim           26 Aug 11  5 Sep 11  55.00
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  Interim  27 Aug 10  6 Sep 10  150.00
       SPONSOR: Grindrod Bank Ltd.                LIQUIDITY: Apr20 Ave 1m shares p.w., R3.5m(6.5% p.a.)
       AUDITORS: RC Boulle
                                                          INDM       40 Week MA  ARCMITTAL
       CAPITAL STRUCTURE   AUTHORISED     ISSUED
       ARH  Ords 0.01c ea   1 000 000 000  235 000 000                                 4449
       DISTRIBUTIONS [ZARc]                                                            3564
       Ords 0.01c ea         Ldt    Pay     Amt
       Final No 11        3 Sep 19  9 Sep 19  25.00                                    2680
       Final No 10       11 Sep 18  17 Sep 18  25.00
                                                                                       1795
       LIQUIDITY: Apr20 Ave 448 094 shares p.w., R1.7m(9.9% p.a.)
                                                                                       911
               ELEE       40 Week MA    ARB
                                           669                                         26
                                                     2015  |  2016  |  2017  |  2018  |  2019  |
                                           580    FINANCIAL STATISTICS
                                                  (R million)  Dec 19  Dec 18  Dec 17  Dec 16  Dec 15
                                           491                  Final  Final  Final  Final  Final
                                                  Turnover     41 353  45 274  39 022  32 737  31 141
                                           402
                                                  Op Inc       - 2 359  2 777  - 1 220  - 1 092  - 4 736
                                           313    NetIntPd(Rcvd)  969  2 013  1 441  700  1 033
                                                  Att Inc      - 4 676  1 370  - 5 128  - 4 706  - 8 635
                                           224    TotCompIncLoss  - 4 609  - 105  - 5 543  - 5 260  - 7 305
          2015  |  2016  |  2017  |  2018  |  2019  |
                                                  Fixed Ass     7 974  8 995  8 474  10 670  11 859
       FINANCIAL STATISTICS                       Inv & Loans    616  552  4 424  4 667  5 090
       (Amts in ZAR’000)  Dec 19  Jun 19  Jun 18  Jun 17  Jun 16  Tot Curr Ass  13 739  18 864  18 131  14 812  13 328
                   Interim  Final  Final  Final  Final
       Turnover   1 418 026 2 706 186 2 590 150 2 479 418 2 489 791  Ord SH Int  3 405  7 961  8 058  13 543  13 472
       Op Inc      106 287  155 367  204 326  216 581  216 715  LT Liab  6 716  5 636  5 792  3 330  3 324
       NetIntPd(Rcvd)  - 2 744  - 17 370  - 24 541  - 21 665  - 11 911  Tot Curr Liab  12 340  14 963  17 346  13 773  14 166
       Minority Int  7 332  10 188  23 151  24 874  24 594  PER SHARE STATISTICS (cents per share)
       Att Inc      77 242  134 977  168 496  146 592  135 577  HEPS-C (ZARc)  - 299.00  89.00  - 230.00  - 244.00 - 1 338.00
       TotCompIncLoss  84 574  147 434  194 076  176 411  162 620  NAV PS (ZARc)  311.00  728.00  737.00 1 239.00 3 358.00
       Fixed Ass   435 093  412 882  331 323  237 380  225 313  3 Yr Beta  0.72  0.74  1.87  1.37  2.30
       Inv & Loans     -     -    -   3 233  1 041  Price High   430  608  1 540  1 290  2 699
       Tot Curr Ass  1 078 782 1 201 062 1 161 501 1 198 311 1 122 246  Price Low  119  186  350  390  290
       Ord SH Int  1 041 243 1 022 472  967 476  898 940  825 188  Price Prd End  119  339  387  1 150  450
       Minority Int  135 306  133 691  150 543  170 868  161 594  RATIOS
       LT Liab     135 713  63 535  76 028  41 148  126 372  Ret on SH Fnd  - 137.33  17.21  - 63.64  - 34.75  - 64.10
       Tot Curr Liab  354 544  477 730  402 633  411 613  320 406  Oper Pft Mgn  - 5.70  6.13  - 3.13  - 3.34  - 15.21
                                                  D:E           2.31  0.75  1.18  0.39  0.62
       PER SHARE STATISTICS (cents per share)
                                                  Current Ratio  1.11  1.26  1.05  1.08  0.94
       HEPS-C (ZARc)  32.65  58.20  71.70  61.89  59.74
       DPS (ZARc)      -  25.00  35.00  35.00  33.10
       NAV PS (ZARc)  443.08  411.69  411.69  382.53  351.14  Arden Capital Ltd
       3 Yr Beta     - 0.32  - 0.37  - 0.30  - 0.04  0.31  ARD
       Price High     472  650   630   680  605   ISIN: MU0548S00026  SHORT: ARDENCAP  CODE: ACZ
       Price Low      299  355   410   470  450   REG NO: 115883 C1/GBL  FOUNDED: 2013  LISTED: 2017
       Price Prd End  320  472   565   630  550   NATURE OF BUSINESS: Arden Capital Ltd. (“the Company”) and its
                                                   subsidiaries and associates, (together “the Group”) has a diversifed
       RATIOS                                      portfolio of business interests in Financial Services, Hospitality, Real
       Ret on SH Fnd  14.38  12.56  17.14  16.03  16.23  Estate and Energy Logistics sectors in Zimbabwe.
       Oper Pft Mgn  7.50  5.74  7.89  8.74  8.70  SECTOR: Fins—Investment Instruments—Equities—Equities
       D:E           0.15  0.09  0.07  0.04  0.13  NUMBER OF EMPLOYEES: 0
       Current Ratio  3.04  2.51  2.88  2.91  3.50  DIRECTORS: BennettGSJ(ind ne), MadarunZM(ind ne),
       Div Cover       -   2.30  2.05  1.78  1.74  MothupiAM(ind ne), MuirimiRG(ne, Zim), Nyarota S (ne), Ramphul
                                                   M(ind ne), VillageSFW (Chair, ne, UK),
                                                   Mtasa C (Dep Chair, ld ind ne), Saungweme P (CFO & interim CEO)
           ArcelorMittal South Africa Ltd.        MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2018
        ARC                                         JPMBLSA Re Private Bank account  54.84%
       ISIN: ZAE000134961  SHORT: ARCMITTAL  CODE: ACL  Fintrust Pension Fund        11.07%
       REG NO: 1989/002164/06 FOUNDED: 1928  LISTED: 1989  SG Nantes Global Securities  10.43%
       NATURE OF BUSINESS: Headquartered in Vanderbijlpark, Gauteng,  POSTAL ADDRESS: c/o Adansonia Management Services Ltd., Suite 1,
        ArcelorMittal South Africa is Africa’s largest steel producer with an annual  Perrieri Office Suites, C2-302, Level 3, Office Block C, La Croisette, Grand
        production capacity of 6.1 million tonnes of liquid steel; approximately 5.1  Baie, 30517
        million tonnes of saleable steel products.
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