Page 140 - SHB 2021 Issue 4

JSE – IMP Profile’s Stock Exchange Handbook: 2021 – Issue 4
POSTAL ADDRESS:POBox3013, Edenvale,1610
Imperial Logistics Ltd. EMAIL: Esha.Mansingh@imperiallogistics.com
WEBSITE: www.imperiallogistics.com
IMP
TELEPHONE: 011-372-6500
COMPANY SECRETARY: J Ravjee (Acting)
TRANSFER SECRETARY: Computershare
Investor Services (Pty) Ltd.
SPONSOR: Rand Merchant Bank (A division of
FirstRand Bank Ltd. (SA))
Scan the QR code to AUDITORS: Deloitte & Touche
visit our website
BANKERS: First National Bank, Nedbank,
Standard Bank
CALENDAR Expected Status
Annual General Meeting 8 Nov 2021 Confirmed
Next Interim Results Feb 2022 Unconfirmed
ISIN: ZAE000067211 SHORT: IMPERIAL CODE: IPL
REG NO: 1946/021048/06 FOUNDED: 1946 LISTED: 1987 Next Final Results Sep 2022 Unconfirmed
NATURE OF BUSINESS: CAPITAL STRUCTURE AUTHORISED ISSUED
Imperial is an African focused provider of integrated market IPL Ords 4c ea 394 999 000 202 905 857
access and logistics solutions. With a focus on the following DISTRIBUTIONS [ZARc]
key industries - healthcare, consumer, automotive,chemicals, Ords 4c ea Ldt Pay Amt
industrial and commodities - we take our clients’ and princi- Interim No 61 16 Mar 21 23 Mar 21 83.00
pals’ products to some of the fastest growing and most chal- Interim No 60 17 Mar 20 23 Mar 20 167.00
30 Sep 19
23 Sep 19
lenging markets in the world. Ranked among the top tier Final No 59 18 Mar 19 25 Mar 19 109.00
Interim No 58
135.00
global logistics providers and listed on the JSE in South Africa,
we seek out and leverage new technology to deliver innova- LIQUIDITY: Sep21 Ave 4m shares p.w., R175.0m(97.5% p.a.)
tive, end-to-end solutions. Through our significant African INDT 40 Week MA IMPERIAL
footprint and international expertise, and with the support of 11425
our 25 000 people, Imperial’s purpose is to connect Africa and 9587
the world - and to improve people’s lives with access to quality
products and services. 7748
5910
SECTOR: Inds—IndsGoods & Services—IndsTransport—TransportSer
CONTROLLED BY: None 4072
MAJOR ORDINARY SHAREHOLDERS as at 22 Sep 2021
Public Investment Corporation Ltd. 11.05% 2016 | 2017 | 2018 | 2019 | 2020 | 2021 2233
M&G Investments (London) 10.19%
Ukhamba Holdings 8.65% Recent Announcements
FINANCIAL STATISTICS Imperial final results June 2021 - Tuesday, 07 September 2021:
(R million) Jun 21 Jun 20 Jun 19 Jun 18 Jun 17 Revenue for the year increased by 13% to R52.2 billion (2020:
Final Final Final(rst) Final(rst) Final(rst) R46.4 billion) and operating profit went up 60% to R2.3 billion
Turnover 52 208 46 380 44 039 48 565 115 889
Op Inc 2 336 1 459 2 413 2 868 6 049 (2020: R1.5 billion). Net profit attributable to owners from con-
NetIntPd(Rcvd) 742 762 605 569 1 680 tinuing operations grew to R358 million (2020: R42 million). In
Tax 274 159 386 620 901 addition, headlineearningsper sharefromcontinuingoperations
Minority Int 176 77 142 135 - 36 jumped 113%to332centspershare(2020:156centspershare).
Att Inc 951 - 303 3 438 3 273 2 601 Dividend
TotCompIncLoss - 41 683 3 887 4 063 2 160 An interim cash dividend of 83 cents per ordinary share, which
Hline Erngs-CO* 617 295 870 1 139 2 700
Fixed Ass 2 937 3 326 2 647 3 042 10 371 is 19%ofcontinuingcoreEPSforthe year, was paid tosharehold-
Right of use Ass 4 297 5 422 4 780 5 335 - ers in March 2021. As disclosed in the circular relating to the DP
Inv in Assoc 201 198 520 752 1 002 World Transaction, no final dividend is declared. As such the
Inv & Loans 337 271 225 258 805 total F2021 dividend was 83 cents per ordinary share (F2020:
Def Tax Asset 1 384 1 510 1 227 940 1 509 167 cents per share).
Tot Curr Ass 11 920 19 529 14 633 51 720 36 114 Company prospects
Ord SH Int 6 962 7 320 7 774 22 321 20 742 Many of our markets continue to face uncertainty and volatility,
Minority Int 1 081 1 218 913 886 667
LT Liab 12 559 21 270 16 539 17 428 26 464 beinginvariouslevelsoflockdownandrestrictions. Whilesome
Tot Curr Liab 10 011 12 984 11 361 35 331 21 687 of these restrictions are easing, we anticipate the impact of the
PER SHARE STATISTICS (cents per share) COVID-19 pandemic and the ensuing uncertainty to continue
EPS (ZARc) 512.00 - 161.00 1 773.00 1 681.00 1 339.00 affecting our operations and performance in the short-term.
HEPS-C (ZARc)* 332.00 156.00 448.00 585.00 379.00 The start to the 2022 financial year has been challenging, with
DPS (ZARc) 83.00 167.00 244.00 710.00 650.00 July and August trading negativelyimpacted by the social unrest
NAV PS (ZARc) 3 626.04 3 783.00 3 960.00 11 464.00 10 550.00 in South Africa, extended COVID-19 related restrictions on the
3 Yr Beta 1.44 1.62 0.89 1.25 1.06
Price High 5 150 6 300 8 764 11 671 7 724 sale of alcohol in South Africa and Mozambique, the shortage of
Price Low 3 280 2 299 5 143 6 374 5 482 semi-conductors across Europe, and higher supply chain costs
Price Prd End 4 742 3 933 5 143 7 914 6 504 negatively impacting volumes due to the unavailability of
RATIOS shipping containers and subsequent higher freight rates.
Ret on SH Fnd 14.53 - 2.73 10.40 14.76 12.39 At this stage, for the 12 months to 30 June 2022, subject to
Ret On Tot Ass 6.60 2.03 6.29 8.25 7.54
Oper Pft Mgn 4.47 3.15 5.48 5.91 5.22 stable currencies, steady recovery in volumes and revenue on
D:E 1.62 2.57 2.03 0.49 1.28 the back of easing COVID-19 restrictions, we expect Imperial’s
Int Cover 2.08 1.33 1.40 4.06 2.84 continuing operations to deliver:
Current Ratio 1.19 1.50 1.29 1.46 1.67 - Revenue growth compared to F2021.
Div Cover 6.17 - 0.96 7.27 2.37 0.83 - Operating profit growth compared to F2021.
* Continuing operations - Growth in continuing HEPS compared to F2021.
NUMBER OF EMPLOYEES: 25 432 - Growth in core EPS compared to F2021.
DIRECTORS: Adesola H (ind ne, Nig), Anammah J (ind ne, Nig),
Langeni P (Chair, ne), SparksRJA(ind ne), Cooper P (ind ne), - Good free cash flow generation - free cash conversion expected
DempsterGW(ld ind ne), Duker B (ind ne), Reich D (ind ne), to be between 70% and 75%.
Akoojee M (CEO), de Beer J G (CFO)
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