Business description: Naspers Limited

Naspers Limited is a global consumer Internet company. The Company, through its subsidiary Prosus N.V. (Prosus), operates and invests globally in markets with long-term growth potential, building consumer Internet companies that empower people and enrich communities. The Company’s segments include Food Delivery, Classifieds, Payments and Fintech, Edtech, Etail, Other e-commerce: Ventures, Media24, and Social and Internet platforms. Its portfolio of food-delivery businesses allows customers to order their favorite food online and via apps to be conveniently delivered wherever they are. Prosus holds an investment in Tencent, China’s used Internet services platform. Media24 is a print and digital media group with interests in digital media and services, newspapers, magazines, e-commerce, book publishing and media logistics. The Company includes some of the local consumer Internet companies in approximately 100 countries, spanning the Americas to Asia, Europe to South Africa.

Sales by Activity: Naspers Limited

Fiscal Period: March 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Ecommerce - Etail

285.6Cr 308.6Cr 276.1Cr 299.9Cr 332.9Cr

Ecommerce - Other

32Cr 38Cr 62Cr 7.8Cr 8.2Cr

Ecommerce - Payments and Fintech

58Cr 80Cr 105.2Cr 110.6Cr 133.9Cr

Ecommerce - Food Delivery

148.6Cr 299.2Cr 420.3Cr 122.2Cr 133.4Cr

Ecommerce - Classifieds

160.9Cr 297.5Cr 157.5Cr 71Cr 79Cr

Social and Internet Platforms - VK (Previously Mail.Ru)

37Cr 53Cr - - -

Social and Internet Platforms - Tencent

2.22TCr 2.53TCr 2.23TCr - -

Ecommerce - Edtech

- 42Cr 54Cr 15Cr 17Cr

Media

21Cr 26Cr 22Cr 18Cr 14Cr

unallocated Equity-accounted investments

-2.37TCr -2.88TCr -2.65TCr - -

Inter-Segment

- -10L -30L -40L -20L

Geographical breakdown of sales: Naspers Limited

Fiscal Period: March 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Eastern Europe

- 211.1Cr 213.1Cr 237.1Cr 281.6Cr

Latin America

126.6Cr 183.4Cr 225.2Cr 149.5Cr 157.2Cr

South Africa

84Cr 112.9Cr 107.1Cr - 107.3Cr

Central Europe

- 77Cr 64Cr 75Cr 79Cr

India

- - - - 66Cr

North America

- 65Cr 8.7Cr 11Cr 12Cr

Western Europe

- 10Cr 6.2Cr 7.9Cr 8.8Cr

Rest of Asia

- - - - 5.8Cr

Rest of Africa

90L 70L 60L - 30L

Other

21Cr 10L - 20L 10L

Africa

- - - 102.7Cr -

Russia

- 64Cr - - -

Europe

318.8Cr - - - -

Asia

42Cr 70Cr 53Cr 60Cr -

Executive Committee: Naspers Limited

Manager TitleAgeSince
Chief Executive Officer 49 10/07/2024
Director of Finance/CFO 52 30/12/2024
Corporate Officer/Principal 55 03/07/2019
Investor Relations Contact - 01/10/2018
Human Resources Officer - 01/07/2024

Composition of the Board of Directors: Naspers Limited

Director TitleAgeSince
Director/Board Member 59 25/11/2009
Director/Board Member 65 23/10/2003
Director/Board Member 57 16/10/2013
Director/Board Member 75 16/10/2013
Director/Board Member 64 02/03/2015
Director/Board Member 73 06/10/1997
Director/Board Member 65 01/04/2016
Director/Board Member 75 16/10/2013
Director/Board Member 55 01/04/2025
Director/Board Member 56 01/10/2019

Shareholders: Naspers Limited

NameEquities%Valuation
Public Investment Corporation (SOC) Ltd.
25.13 %
19,22,30,455 25.13 % 10 334 M R
M&G Investment Managers (Pty) Ltd.
0.7188 %
54,99,519 0.7188 % 296 M R
Satrix Managers (RF) Pty Ltd.
0.6282 %
48,06,620 0.6282 % 258 M R
Old Mutual Investment Group (Pty) Ltd.
0.4509 %
34,49,725 0.4509 % 185 M R
Sanlam Investment Management (Pty) Ltd.
0.4015 %
30,72,006 0.4015 % 165 M R
NameEquities%Valuation
HOROS Asset Management SGIIC SA
0.04 %
15,66,583 0.04 % 16 M R
Nykredit Bank A/S (Investment Management)
0.003285 %
1,28,690 0.003285 % 1 M R
OTP Fund Management Ltd.
0.002883 %
1,12,945 0.002883 % 1 M R
Generali Investments CEE Investicni Spolecnost AS
0.00194 %
76,000 0.00194 % 793 440 R
Trillium SA
0.001531 %
60,000 0.001531 % 626 400 R

Holdings: Naspers Limited

NameEquities%Valuation
95,30,08,000 41.97% 45 913 M $
1,34,41,745 6.38% 294 M $
29,03,125 0.38% 156 M $
1,11,73,265 12.85% 31 M $
30,63,085 34.76% 24 M $

Company details: Naspers Limited

Naspers Ltd.

40 Heerengracht

8001, Cape Town

+27 21 406 2121

http://www.naspers.com
address Naspers Limited(NPN)

Group companies: Naspers Limited

NameCategory and Sector
Financial Conglomerates
Financial Conglomerates
Specialty Stores
Movile International Holdings BV
MIH Edtech Investments BV

Other Internet Services

Change 5d. change 1-year change 3-years change Capi.($)
+0.52%-0.56%-11.03%+35.21% 52TCr
-0.36%+1.91%-25.04%+144.50% 38TCr
-1.32%-2.97%-19.87%+89.10% 15TCr
+2.42%+4.61%-12.67%+29.57% 11TCr
-6.68%+2.00%+922.04%+2,192.13% 9.63TCr
-0.77%+2.04%-33.56%+195.52% 9.15TCr
-2.34%-3.19%-3.98%+22.15% 7.97TCr
-4.93%-0.35%-23.51%+130.89% 7.09TCr
-1.60%-6.51%-3.33%-9.83% 2.7TCr
Average -1.63%-2.18%+87.67%+314.36% 16.88TCr
Weighted average by Cap. -0.98%-1.53%+42.20%+216.76%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
9
Last Close Price
51.98USD
Average target price
83.94USD
Spread / Average Target
+61.46%

Annual profits - Rate of surprise