星火电竞手机版外围 Logistics
at a glance
A significant mover of goods, with established infrastructure and networks in 38 countries on five continents, operated by approximately 30 000 employees.
Key investment highlights
- Leading positions in regional markets provide platforms for sustainable growth: market leader in South Africa, a leader in selected industries (consumer packaged goods (CPG) and healthcare) in the African Regions and in certain specialised capabilities in Europe.
- Competitive differentiation centred on agility and customisation: specialised capabilities across the value chain enable customised and integrated solutions, with service offerings and operating models tailored to client requirements and market maturity.
- Trusted partner to multinational clients: quality contract portfolio in high-growth and defensive industries, with partnerships demonstrating reach, capabilities, assets, innovation and legitimacy.
- Asset right business model underpins financial profile: more optimal asset mix and targeted returns on capital support prospects for sustainable revenue growth, enhanced profitability and cash generation.
- Vision to unlock benefits of “One 星火电竞手机版外围 Logistics”: strategy focused on sustainable revenue growth, enhanced returns and improved competitiveness, with initiatives to drive substantial organic growth enabled by a differentiated approach to digitalisation and innovation, and enhanced financial flexibility supporting selective acquisitive growth.
- Track record for consistent growth: proven ability to acquire, develop and leverage specialist capabilities to establish growth platforms in emerging and advanced markets.
- Strong and committed leadership: highly experienced, long-serving management team and a strong independent board.
An integrated outsourced logistics service provider…
South Africa |
African Regions |
International |
||
|
|
|
…with a diversified presence across Africa and Europe…
Revenue*
R51,4bn

Operating profit*
R2,8bn

Total
ROIC vs WACC
12,2% vs 8,5%
Total
Operating margin
5,6%
ROIC

WACC

Net debt/equity ratio
50%
- South Africa
- African Regions
- International
* Excludes head office and eliminations. Revenue percentage splits based on external revenue, excluding businesses held for sale.
…offering specialised capabilities and customised solutions…
F2018 revenue split

…to multinational clients in attractive industries.
F2018 revenue split

- Current panel
- Next panel
Motus
at a glance
Unrivalled scale and scope in South Africa and a growing international presence, representing the most respected global vehicle brands and employing more than 18 300 people.
Key investment highlights
- Diversified (non-manufacturing) service provider in the automotive sector with a leading position in South Africa and selected international presence in the United Kingdom (UK) and Australia.
- Unique fully integrated business model across the automotive value chain: Import and Distribution, Retail and Rental, Motor-Related Financial Services, and Aftermarket Parts supplier.
- Unrivalled scale in South Africa underpins a differentiated value proposition to original equipment manufacturers (OEMs), customers and business partners, providing multiple customer touch points that support resilience and customer loyalty through the entire vehicle ownership cycle.
- Access to annuity income streams, sustainable free cash flow generation with best-in-class earnings and return on invested capital exceeding weighted average cost of capital (WACC), providing a platform for an attractive dividend yield.
- Defined organic growth trajectory through portfolio optimisation, continuous operational enhancements and innovation, with a selected acquisition growth strategy outside South Africa leveraging best-in-class expertise.
- Highly experienced management team with deep industry knowledge of regional and global markets, and a proven track record with years of collective experience.
Diversified service provider in the automotive sector…
Vehicle Import and Distribution |
Vehicle Retail and Rental |
Aftermarket Parts |
Motor-Related Financial Services |
|||
|
|
|
|
…with a unique business model that unlocks all revenue and profit streams for every vehicle sold.
Revenue*
R77,7bn

Operating profit*
R3,6bn

Operating margin
4,6%
Net debt/equity ratio
50%
ROIC vs WACC
13,0% vs 10,4%
- Vehicle Import and Distribution
- Vehicle Retail and Rental
- Motor-Related Financial Services
- Aftermarket Parts
* Excludes head office and eliminations. Revenue percentage splits based on external revenue, excluding businesses held for sale.
- Current panel
- Next panel