Reunert Limited · JSE:RLO
Reunert — Investor Day (2025)
12 slides from Reunert's investor day presentation, 2025
Slide 1: African Cables
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Slide 2: Milestones | Our Journey
MILESTONES| OUR JOURNEY Started to Integrated into Registered by an Reunert Achieved level 1 manufacture immigrant B-BBEE status & super tension pioneer Donald Launch of the have kept it up cables, up to and Watson CBi-electric ever since including 132kV brand 1935 1979 2006 2016 Power Installations
Slide 3: Evolution of the Factory: 1936 vs 1979
EVOLUTION OF THE FACTORY: 1936 vs 1979 Notable successes ˃ Established in 1935, first major electrical cable manufacturer in Southern Africa ˃ First high voltage (HV) manufacturer south of the equator in Africa ˃ Only cable manufacturer with in-house HV systems design, installation and testing capab
Slide 4: Current Factory Layout
CURRENT FACTORY LAYOUT Wire drawing plant Paper cable plant LV cable plant Cable test area HV routine and type test lab ACSR plant MV XLPE cable test area VCV – XLPE HV cable Design & chem lab MV XLPE cable plant Despatch area Upcast We are Admin & Commercial Here Land: 133 000 m2 22 Buildings Roof
Slide 5: Electricity Distribution Illustration
ELECTRICITY DISTRIBUTION ILLUSTRATION 132kV 400kV 111. Power plant Step-up transformer 2. Transmission substation 33kV 220V 33kV 11kV 220V 400V 11kV 5. Home 4. Transformers 3. Distribution substation S 5 Power by Innovation… Innovation Through Partnership
Slide 6: Our Winning Product Range
OUR WINNING PRODUCT RANGE Bells & mains cable HV XLPE Cable Split Concentric (OHSC) Overhead ACSR MV XLPE & PILC Paper Cable ABC Cable Compliance and Certifications Product Certifications ˃ SABS 097 Paper insulated Lead Sheath cable ˃ ISO 9001:2008 Quality management ˃ SABS 1339 Medium Voltage XLPE
Slide 7: Our Business Model
OUR BUSINESS MODEL ˃ We transform commodities into an engineering product that connects electrical power generation systems to end-users ˃ For power cables, the key growth drivers are infrastructure development, maintenance and upgrades: − In the public sector through: o Growth of transmission and d
Slide 8: Markets We Serve
MARKETS WE SERVE Geographic reach ˃ South African cable market − Large distributors, retailers , major EPCs, renewable energy developers and electrical contractors − Utilities and municipalities: ESKOM, Transnet, City Power, City Of Cape Town, Tshwane, Ekurhuleni, Stellenbosch, Mandela Bay and some
Slide 9: Route-to-Market
ROUTE-TO -MARKET ˃ Direct sales through SOEs, municipalities and mines, while indirect sales are made via distributors, EPCs and contractors in Southern and East Africa Distributors Industry Mines Eskom Municipalities Export 55,6% 14,9% 14,9% 7,1% 4,5% 3,0% Renewable Wholesalers Contracts NTCSA proj
Slide 10: Addressing the Markets Served
ADDRESSING THE MARKETS SERVED ˃ Pioneering manufacturers of electrical power cables in the region with facilities in South Africa, Zambia and Zimbabwe − Creating value for customers by providing electrical engineering solutions: o 89 years of expertise in design services o Manufacturing quality powe
Slide 11: Challenges and Opportunities in the Markets We Serve
CHALLENGES AND OPPORTUNITIES IN THE MARKETS WE SERVE Challenges in the markets where we Growth opportunities operate ˃ Working closely with municipalities ˃ Amendment to Regulation 16 PFMA − Weak governance and procurement compliance − Enables private sector to participate in developments − Payments
Slide 12: What Differentiates Us in the Market?
WHAT DIFFERENTIATES US IN THE MARKET? Differentiator Feature Competitive advantage ˃ Insulated low, medium and high voltage ˃ Strong domestic presence with comprehensive product Leading regional range cables manufacturer of full ˃ Impeccable quality and service delivery 1 ˃ Aerial bundled conductors