Page 208 - Stock Exchange Handbook 2020 - Issue 3
P. 208
JSE – REU Profile’s Stock Exchange Handbook: 2020 – Issue 3
WEBSITE: www.reunert.com
Reunert Ltd. TELEPHONE: 011-517-9000
REU COMPANY SECRETARY: Reunert Management
Services
TRANSFER SECRETARY: Computershare
Investor Services (Pty) Ltd.
SPONSOR: One Capital
AUDITORS: Deloitte & Touche
BANKERS:Investec,NedbankLtd., StandardBank
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SEGMENTAL REPORTING as at 30 Sep 19 (asa%of Assets)
ISIN: ZAE000057428 SHORT: REUNERT CODE: RLO Information Communication Technologies 45.00%
REG NO: 1913/004355/06 FOUNDED: 1888 LISTED: 1948 Electrical Engineering 27.00%
Applied Electronics 23.00%
NATURE OF BUSINESS: Other 5.00%
Reunert Ltd. is a South African-based industrial group in the
industrial goods and services sector. It manages a number of CALENDAR Expected Status
businesses focused on electrical engineering, information and Next Final Results 24 Nov 2020 Confirmed
communication technologies and applied electronics. Annual General Meeting Feb 2021 Unconfirmed
Reunert’s employees are highly qualified and experienced Next Interim Results Jun 2021 Unconfirmed
engineers, technicians,research anddevelopmentexperts and
field support staff. Reunert owns well-known brands such as CAPITAL STRUCTURE AUTHORISED ISSUED
Nashua, CBI-electric andReutech. Reunertpromotesadecen- RLO Ords no par value 235 000 000 184 969 196
tralised management style. While operating decisions are
DISTRIBUTIONS [ZARc]
made by the businesses, the Reunert board and executive Ords no par value Ldt Pay Amt
team define and monitor long-term strategic plans, risks, per- Interim No 188 7 Jul 20 13 Jul 20 65.00
formance and investment decisions. Final No 187 14 Jan 20 20 Jan 20 383.00
Interim No 186 18 Jun 19 24 Jun 19 130.00
SECTOR: Ind—Ind Goods&Srvcs—Elec&Elec Equip—Componts&Equip Final No 185 15 Jan 19 21 Jan 19 368.00
MAJOR ORDINARY SHAREHOLDERS as at 03 Feb 2020 LIQUIDITY: Jun20 Ave 2m shares p.w., R97.4m(44.0% p.a.)
Public Investment Corporation Ltd. 11.20%
Old Mutual Investment Group (SA) (Pty) Ltd. 10.21% ELEE 40 Week MA REUNERT
Pzena Investment Management LLC 6.00%
8200
FINANCIAL STATISTICS
(R million) Mar 20 Sep 19 Sep 18 Sep 17 Sep 16 6995
Interim Final Final Final Final
Turnover 4 144 10 714 10 492 9 773 8 511 5789
Op Inc 374 1 361 1 542 1 497 1 315
NetIntPd(Rcvd) 19 15 - 11 - 65 - 137 4584
Tax - 31 387 358 437 404
Minority Int - 49 14 - 6 30 9 3378
Att Inc - 277 790 1 158 1 112 954 2173
2015 | 2016 | 2017 | 2018 | 2019 |
TotCompIncLoss - 359 809 1 087 1 150 944
Hline Erngs-CO - 123 924 1 135 1 111 942 Recent Announcements
Fixed Ass 830 1 292 1 297 1 095 1 019
FinCo Acc Rec 1 766 2 082 1 990 1 682 1 449 Reunert interim results March 2020 - Thursday, 18 June 2020:
Inv & Loans 134 214 214 214 205 Revenuefortheinterimperiodlowered22%toR4.1billion(R5.3
Def Tax Asset 242 143 151 105 104 billion) whilst operating profit went down 39% to R374 million
Tot Curr Ass 5 608 5 574 5 748 6 072 6 395 (R615 million). Loss attributable to equity holders came in at
Ord SH Int 6 349 7 312 7 438 7 138 7 011 R277 million (earnings of R366 million). Furthermore, headline
Minority Int 73 119 88 105 81 losspersharewas76cps(headlineearningspershareof253cps).
LT Liab 310 209 381 306 145
Tot Curr Liab 3 398 2 664 2 546 2 540 2 672 Dividend
Whilst cognisant of the economic uncertainty going forward, the
Group’s free cash flow generating capacity remains intact. The
PER SHARE STATISTICS (cents per share)
EPS (ZARc) - 172.00 490.00 717.00 680.00 577.00 actions taken by the company to increase its resilience enables
HEPS-C (ZARc) - 76.00 573.00 703.00 679.00 570.00 Reunerttodeclareaninterimdividend,albeitatareducedlevel.
Pct chng p.a. - 126.5 - 18.5 3.5 19.1 - 3.1
Tr 5yr av grwth % - 3.5 4.5 1.5 - 0.3 Therefore, notice is hereby given that a gross interim cash
DPS (ZARc) 65.00 513.00 493.00 474.00 439.00 dividend number 188 of 65.0 cents per ordinary share (2019:
Pct chng p.a. - 4.1 4.0 8.0 7.9 130.0centsperordinaryshare)hasbeendeclaredbythedirectors
Tr 5yr av grwth % - 6.8 6.0 5.2 6.0 for the period ended 31 March 2020.
NAV PS (ZARc) 3 432.46 3 952.43 4 020.54 3 872.52 3 810.21 Wednesday, 10 June 2020: Reunert is in the process of finalising its
3 Yr Beta 0.74 0.13 0.35 0.24 0.58 interim financial results (“Results”) for the six month period
Price High 7 918 8 422 8 875 7 768 7 560 ended 31 March 2020. The board of directors of Reunert
Price Low 3 851 6 014 6 473 5 933 5 650 (“Board”) will consider and is expected to approve the Results on
Price Prd End 4 334 6 900 7 600 6 772 6 110
17 June 2020, for publication on SENS on 18 June 2020.
RATIOS Accordingly, shareholders of Reunert (“Shareholders”) are
Ret on SH Fnd - 10.15 10.82 15.31 15.77 13.58
Ret On Tot Ass 6.22 14.45 16.51 17.44 16.14 provided herein:
Oper Pft Mgn 9.03 12.70 14.70 15.32 15.45 - with an operational update, including an overview of: - the
D:E 0.16 0.07 0.08 0.07 0.08 trading performance of the Company before the impact of the
Int Cover n/a 80.47 n/a n/a n/a COVID-19 pandemic is considered;
Current Ratio 1.65 2.09 2.26 2.39 2.39 - the impact of various impairments raised (which were based on
Div Cover - 2.65 0.96 1.45 1.43 1.31 forward-looking information as required by International
NUMBER OF EMPLOYEES: 6 220 Financial Reporting Standards (“IFRS”)) against the reduced
DIRECTORS: Abdool-Samad T (ind ne), DarkoAB(ind ne), economic activity and credit losses anticipated to arise from the
Fourie P (ind ne), HulleyJP(ind ne), JagoeSD(ld ind ne), impact of the COVID-19 pandemic; and
Martin S (ind ne), Matshoba-Ramuedzisi T (ind ne), Moodley M,
Orleyn AdvNDB(ne), Munday T S (Chair, ind ne), - an abnormal item that has arisen; and
Dickson A E (CEO), Thomson N A (CFO) - the resulting trading statement.
POPULAR BRAND NAMES: African Cables, CBI-electric, ECN, Nashua,
ReutechCommunications,ReutechRadarSystems,ReutechSolutions,Skywire
POSTAL ADDRESS: PO Box 784391, Sandton, 2146
EMAIL: invest@reunert.co.za
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