Page 206 - Profile's Stock Exchange Handbook 2022 Issue 1
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JSE – SAN                                Profile’s Stock Exchange Handbook: 2022 – Issue 1
                                                  SH Funds     60 099  64 712  67 317  69 506  57 420
                     Sanlam Ltd.                  Minority Int  12 656  12 512  12 043  12 111  6 017
                                                  LT Liab     781 328  758 416  718 625  641 630  603 035
        SAN
                                                  Tot Curr Liab  114 196  108 156  102 244  92 329  67 111
                                                  PER SHARE STATISTICS (cents per share)
                                                  Core EPS(ZARc)  180.00  138.80  345.80  565.40  544.40
                                                  HEPS-C (ZARc)  193.90  448.50  361.80  445.60  486.30
                                                   Pct chng p.a.  - 13.5  24.0  - 18.8  - 8.4  - 1.4
                                                   Tr 5yr av grwth %  -  0.3  - 2.2  1.6  11.1
                                                  DPS (ZARc)      -  300.00  334.00  312.00  290.00
                                                   Pct chng p.a.  -  - 10.2  7.1  7.6   8.2
       ISIN: ZAE000070660  SHORT: SANLAM  CODE: SLM  Tr 5yr av grwth %  -  4.4  8.2  9.3  6.4
       REG NO: 1959/001562/06  FOUNDED: 1918  LISTED: 1998  NAV PS (ZARc)  2 698.77 2 906.45 3 023.85 3 285.87 2 801.11
                                                  3 Yr Beta     1.15  1.10  0.50  0.82  1.08
        NATURE OF BUSINESS:                       Price High    6 546  8 109  8 525  9 849  9 474
        Sanlam is a leading financial services group in South Africa  Price Low  5 439  3 850  6 886  6 540  6 100
        with its head office in Bellville.        Price Prd End  6 137  5 875  7 910  7 980  8 700
        Established in 1918, the group demutualised in 1998 and
        Sanlam Ltd. then listed on the JSE Ltd. in Johannesburg and  RATIOS
        the Namibian Stock Exchange.              Ret on SH Fnd  12.56  4.71  11.10  15.69  18.90
        Sanlam’s areas of expertise include financial planning, invest-  Ret On Tot Ass  1.61  0.80  1.65  2.14  2.24
        ments, insurance, retirement and wealth. The Group  Oper Pft Mgn  7.48  3.14  8.84  19.80  12.61
        conducts operations through business clusters that deliver  D:E  2.56  1.72  1.61  1.20  1.24
        tailored, comprehensive and client-centric financial solutions  Int Cover  16.39  5.00  8.71  18.19  20.83
        to individual and institutional clients.  Current Ratio  1.32  0.85  0.86  0.89  0.93
        Sanlam Life and Savings (SLS) offers retail and corporate life  Div Cover  -  0.46  1.04  1.81  1.88
        insurance and investment products in South Africa. The  NUMBER OF EMPLOYEES: 21 267
        cluster provides clients with a comprehensive range of appro-  DIRECTORS: Birrell A S (ind ne), BothaAD(ne),
        priate and competitive financial solutions, designed to facili-  Essoka E (ind ne), Kruger N A S (ind ne),
        tate long-term wealth creation and protection. SLS has strong  Modise M J, Mokoka M G (ind ne),
        market positions in its businesses and is well diversified  Moller J P (ind ne), Nkosi S A (ne),
                                                               Nondumo K T (ind ne), Simelane Dr R V (ne),
        across product and segment. The cluster is positioned to  van Biljon W (ind ne), van Zyl Dr J (ne), Werth H C,
        further entrench its market presence to build a fortress  Zinn Prof S A (ind ne), Masilela E (Chair, ind ne),
        position in South Africa.                              Motsepe Dr P T (Dep Chair, ne), Hanratty P (CEO),
        Sanlam Emerging Markets (SEM) constitutes Sanlam’s     Mukhuba A (FD)
        financial services offering in emerging markets outside South  Scan the QR code to  POSTAL ADDRESS: PO Box 1, Sanlamhof, 7532
        Africa, with the aim of ensuring sustainable delivery and  visit our website  EMAIL: IR@sanlam.co.za
        growth across its various businesses and markets. SEM is  WEBSITE: www.sanlam.com
        divided into Sanlam Pan-Africa (SPA) and Other Interna-  TELEPHONE: 021-947-9111
        tional, with the latter comprising India, Malaysia and  COMPANY SECRETARY: Sana-Ullah Bray
        Lebanon. The key focus of SEM is on building Sanlam’s  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
        Pan-African operations to create a Pan-African champion, and  SPONSOR: Standard Bank of South Africa Ltd.
        to strengthen and grow Sanlam’s operations outside of Africa.  AUDITORS: Ernst & Young Inc., KPMG Inc.
        SEM believes in local partnerships and skills development to  BANKERS: Absa Bank Ltd.
        create sustainable businesses.            CALENDAR               Expected     Status
        SanlamInvestmentGroup(SIG)providesretailandinstitutional
        clients in South Africa and the United Kingdom with access to a  Next Final Results  Mar 2022  Unconfirmed
        comprehensive range of specialised investment management,  Annual General Meeting  Jun 2022  Unconfirmed
        credit and risk management expertise. SIG is a key part of the  Next Interim Results  Sep 2022  Unconfirmed
        strategy to build a fortress position in South Africa.
        Santam provides a diversified range of general insurance  CAPITAL STRUCTURE  AUTHORISED  ISSUED
        products and services in Southern Africa and internationally  SLM  Ords 1c ea  4 000 000 000  2 226 974 408
        toclients,rangingfromindividuals tocommercialandspecial-
        ist business owners and institutions. Sanlam and Santam  DISTRIBUTIONS [ZARc]
        continue to work collaboratively to strengthen their respec-  Ords 1c ea  Ldt  Pay  Amt
        tive market positions.                    Final No 23        6 Apr 21  12 Apr 21  300.00
        The clusters are supported by the Sanlam Group Office, which  Final No 22  14 Apr 20  20 Apr 20  334.00
        maintains synergies and co-operation among the clusters and  Final No 21  9 Apr 19  15 Apr 19  312.00
        provides guidance on market and environment-related devel-  Final No 20  3 Apr 18  9 Apr 18  290.00
        opments. The Group Office is responsible for Group strategy,  LIQUIDITY: Nov21 Avg 27m shares p.w., R1 595.7m(62.1% p.a.)
        capital and risk management, capital allocation and
        Group-wide support comprising finance, actuarial and risk  LIFE  40 Week MA  SANLAM
        management, human resources (HR), market development                           9570
        and strategy (including Corporate Finance).
                                                                                       8389
       SECTOR: Fins—Insurance—Life Insurance—Life Insurance
       MAJOR ORDINARY SHAREHOLDERS as at 08 Oct 2021                                   7208
         Government Employees Pension Fund (PIC)  15.17%
         Ubuntu-Botho Investments (Pty) Ltd.  13.13%                                   6028
       FINANCIAL STATISTICS                                                            4847
       (R million)  Jun 21  Dec 20  Dec 19  Dec 18  Dec 17
                   Interim  Final  Final Final(rst) Final(rst)                         3666
                                                     2016  |  2017  |  2018  |  2019  |  2020  |  2021
       FundsFmClients  92 440  132 866  147 796  77 721  113 976
       Financial Ser  6 916  4 171  13 072  15 388  14 376  Recent Announcements
       NetIntPd(Rcvd)  422  835  1 500  846  690  Tuesday, 05 October 2021: The board of directors of Sanlam
       Tax on op inc  3 112  3 805  5 756  4 164  4 342  announced the conclusion of agreements with Absa which will
       Minority Int   853  771  1 655  1 175  1 067  resultinAbsaFinancialServicesLtd.(“AFS”)exchangingitsinvest-
       Core Earnings  3 716  2 863  7 150  11 627  10 923  mentmanagementbusiness,AbsaInvestments,forashareholding
       TotCompIncLoss  2 506  6 777  3 788  15 100  10 180  of up to 17.5% in Sanlam Investment Holdings (Pty) Ltd. (“SIH”)
       Hline Erngs-CO  4 003  9 249  7 481  9 162  9 757  (the “IM Transaction”). AFS (together with other subsidiaries of
       Fixed Ass     4 110  4 344  3 449  3 597  1 839  Absa) and SIH have also entered into a distribution agreement
       Inv & Loans  782 108  814 074  770 995  690 744  656 020  pursuanttowhichSIHwillbethepreferredproviderofinvestment
       Def Tax Asset  2 728  2 843  1 872  2 249  2 083  products for distribution through certain Absa distribution
       Tot Curr Ass  88 218  89 451  87 627  82 403  62 314  channels (“Distribution Agreement”).
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