Reunert Limited · JSE:RLO
Reunert — Investor Day (2025)
8 slides from Reunert's investor day presentation, 2025
Slide 1: ZAMEFA - Metal Fabricators of Zambia
ZAMEFA METAL FABRICATORS OF ZAMBIA 1
Slide 2: Key Milestones in Zamefa's History
KEY MILESTONES IN ZAMEFA’S HISTORY •Listed on Lusaka Securities Exchange (LuSE) •ISO 14001 certification Opens new Sales Opens as a manufacturer of •First Zambian company to and Distribution Reunert acquires Peak of financial distress power cables and building obtain OHSAS 18001 (now Centre in Lusak
Slide 3: Notable Successes
NOTABLE SUCCESSES ˃ Largest and oldest fully integrated copper rod and cable producer in Zambia with unrivalled reputation for quality ˃ Significant contributor to Zambia's industrialisation and export economy − The largest local “value-adder” to Zambia’s copper − Exports directly to 7 of Zambia’s 8
Slide 4: Our Winning Product Range
OUR WINNING PRODUCT RANGE XLPE insulated cables: PVC/ XLPE insulated cables: Aluminium conductors Copper rod wires & shapes armoured and unamoured LV General wire & ABC Building wire 1 core LV-XLPE AWA 3,300V Flat twin AAC Stranded Annealed Copper 1 core LV-XLPE Unarmoured 1000 V Flat twin and earth
Slide 5: Our Business Model
OUR BUSINESS MODEL Drivers of growth / business ˃ Continued electrification drive in Zambia, primarily through ZESCO ˃ Recovery and expansion of the mining industry in Zambia ˃ Stability in the Southern DRC, particularly in Katanga and Lualaba regions ˃ Required improvement in SA’s GDFI How we addre
Slide 6: Growth Trajectory of the Markets We Serve
GROWTH TRAJECTORY OF THE MARKETS WE SERVE Geographic reach ˃ Key sectors served are construction, manufacturing, mining and energy in Zambia and neighbouring countries such as Botswana, Namibia, the Democratic Republic of Congo (DRC), Zimbabwe, Malawi and Tanzania − Aspirations to increase our marke
Slide 7: 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 ˃ Security of energy supply and currency volatility ˃ Mining sector driven by sustained underground cable demand − Zambian Kwacha is a highly volatile currency − Zamefa benefits from
Slide 8: What Differentiates Us in the Market?
WHAT DIFFERENTIATES US IN THE MARKET? Differentiator Feature Competitive advantage Producer of oxygen-free ˃ Recognised as a sophisticated and ˃ Access to local high-grade copper resources copper rods, wires, and world-class wire and cable producer ˃ Competitive pricing due to vertical integration 1