Reunert Limited · JSE:RLO
Reunert — Investor Day (June 2023)
7 slides from Reunert's investor day presentation, Jun 22, 2023
Slide 1: Capital Markets Day
CAPITAL MARKETS DAY 22 June 2023
Slide 2: Agenda
AGENDA 07:30 – 07:45 Tea & registration 07:45 – 08:15 Reunert 08:15 – 10:00 ICT 10:15 – 12:15 Defence 12:15 – 13:15 Tour of RRS and lunch 13:15 – 15:15 Renewable Energy 15:15 – 15:45 Drive to Blue Nova 16:00 – 16:30 Tour of Blue Nova 16:30 – 17:00 Closing / sundowners
Slide 3: Group Overview
GROUP OVERVIEW Alan Dickson Group Chief Executive Officer
Slide 4: Financials at a Glance
REUNERT FINANCIALS AT A GLANCE Revenue Segment Dividend operating profit FY22 R11,1 bn R1,1 bn 299c per share 2-YEAR CAGR 17,6% 14,6% 7,9% HY23 R6,2 bn R625 m 83c per share 21% 39% 11% 4
Slide 5: Investment Case
REUNERT INVESTMENT CASE Investment Highlight Drivers Focus Areas − Investments in: − Demonstrable track record of consistent earnings 1 and defendable market positions − Good market fundamentals support continued • ICT growth in all segments Diversified Group of • Applied Electronics − Low capital i
Slide 6: Investment Case
REUNERT INVESTMENT CASE Investment Highlight Drivers Focus Areas 3 − Dividend payments remain a core element − Typical EBITDA/FCF conversion > 65% of the investment case − Strong dividend payer Good cash generation with • DY = 5,1% (H1 FY23) a strong balance sheet − Earnings growth supported by 4 −
Slide 7: Group Three segments Clusters
Group Three segments Clusters POWER CABLES ELECTRICAL ENGINEERING CIRCUIT BREAKERS BUSINESS COMMUNICATION TOTAL WORKSPACE PROVIDER ICT RENTAL-BASED FINANCE REUNERT LIMITED SOLUTIONS AND SYSTEMS INTEGRATION SECURE COMMUNICATIONS FUZES APPLIED ELECTRONICS RADARS LOGISTICS RENEWABLE ENERGY Internationa