Business description: Remgro Limited

Remgro Limited is a holding company organised around 7 areas of activity:

- production and sale of agri-food products (RCL Foods);

- wine and spirits production (Distell);

- industrial activities: production of industrial gases (Air Products), distribution of petroleum products (TotalEnergies), manufacture of glazing for automobiles and buildings (PGSI), manufacture of extruded aluminium profiles (Wispeco), etc.;

- providing health care services (Mediclinic);

- financial services (RMI): retail banking, investment banking, life and non-life insurance, etc;

- exploration of logistics, transport and telecommunication infrastructures: CIVH, Grindrod, Grindrod Shipping, SEACOM, etc.;

- providing media services: eMedia Investments.

All sales are in South Africa.

Sales by Activity: Remgro Limited

Fiscal Period: June 2021 (ZAR) 2022 (ZAR) 2023 (ZAR) 2024 (ZAR) 2025 (ZAR)

RCL Foods

3.17TCr 3.49TCr 3.78TCr 4.05TCr 2.65TCr

Rainbow

- - - - 1.58TCr

Wispeco

292.5Cr 359.8Cr 381.3Cr 375.9Cr 390.9Cr

Siqalo Foods

308.8Cr 354.6Cr 374.8Cr 359.4Cr 371.5Cr

Capevin

- - 42Cr 265.9Cr 192.3Cr

Other Segments

- 7.4Cr 7.7Cr 9Cr -11Cr

Inter-Segment Eliminations

-15Cr -16Cr -17Cr -19Cr -26Cr

Consumer Products - Distell

2.83TCr 3.41TCr 247.6Cr - -

Executive Committee: Remgro Limited

Manager TitleAgeSince
Chief Executive Officer 59 08/05/2012
Director of Finance/CFO 61 31/03/2016
Chief Investment Officer 52 -
Chief Investment Officer 63 01/01/2013
Compliance Officer 56 20/09/2016

Composition of the Board of Directors: Remgro Limited

Director TitleAgeSince
Chairman 76 18/08/2000
Director/Board Member 56 20/09/2016
Director/Board Member 69 18/06/2007
Director/Board Member 69 04/11/2009
Director/Board Member 59 04/11/2009
Director/Board Member 71 11/10/2006
Director/Board Member 61 01/04/2016
Director/Board Member 53 16/03/2015
Director/Board Member 39 29/11/2018
Director/Board Member 41 28/11/2019

Shareholders: Remgro Limited

NameEquities%Valuation
Public Investment Corporation (SOC) Ltd.
16.04 %
8,48,76,994 16.04 % 1 034 M R
Fairtree Asset Management (Pty) Ltd.
5.01 %
2,65,13,771 5.01 % 323 M R
M&G Investment Managers (Pty) Ltd.
1.042 %
55,12,511 1.042 % 67 M R
PSG Asset Management (Pty) Ltd.
0.9057 %
47,93,023 0.9057 % 58 M R
36ONE Asset Management Pty Ltd.
0.7683 %
40,65,729 0.7683 % 50 M R
NameEquities%Valuation
100 %
3,90,56,987 100 % 4 758 M R

Holdings: Remgro Limited

NameEquities%Valuation
46,94,49,000 30.33% 2 167 M $
5,12,54,365 7.51% 842 M $
10,09,70,782 1.8% 629 M $
71,40,57,943 79.46% 393 M $
71,40,57,943 79.45% 325 M $

Company details: Remgro Limited

Remgro Ltd.

Millennia Park

7600, Stellenbosch

+

http://www.remgro.com
address Remgro Limited(REM)

Other Holding Companies

Change 5d. change 1-year change 3-years change Capi.($)
-0.35%-3.63%+21.55%+28.81% 599.07Cr
-0.26%-2.14%+15.71%+71.08% 12TCr
-1.94%-6.93%+23.76%+7.38% 2.94TCr
+0.65%+0.57%+26.65%+82.37% 2.29TCr
-0.58%-0.47%+38.25%+41.70% 1.79TCr
+0.18%-2.06%+7.66%+18.56% 1.47TCr
-0.29%-2.36%-27.79%-0.91% 1.44TCr
-1.74%+2.82%-4.40%+159.54% 1.34TCr
-3.70%-8.01%-13.86%+61.46% 1.23TCr
-0.63%-4.76%+17.14%+3.31% 1.11TCr
Average -0.85%-2.63%+10.47%+47.33% 2.6TCr
Weighted average by Cap. -0.52%-2.74%+14.04%+56.10%
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
2
Last Close Price
178.19ZAR
Average target price
197.40ZAR
Spread / Average Target
+10.78%

Net sales - Rate of surprise

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