Grindrod Ltd (OTCPK:GRDLF)

Half Year 2025 Grindrod Ltd Earnings Call Transcript

Aug 22, 2025 / 08:00 AM GMT

Release Date Price: $0.7485

Transcript

Key Points

Positve

Grindrod Ltd (GRDLY) achieved full ownership of the Mahona terminal, marking a significant milestone in their integrated service offering.
The Port of Maputo delivered record volumes, achieving its highest monthly throughput of 1,523,041 tons in July.
The company reported strong liquidity with a cash balance of 3.2 billion rand, allowing for a sustainable ordinary dividend of $0.23 per share.
Grindrod Ltd (GRDLY) successfully divested from non-core operations, generating 900 million rand from asset sales.
The company maintained a strong safety record with a last time injury frequency rate of 0.27, outperforming their target of 0.4.

Negative

Core revenue decreased by 8% in the first six months, attributed to constraints in the logistics segment.
The logistics performance declined due to low rolling stock utilization and challenges in the graphite and container businesses.
Persistent price softness affected key commodities such as iron ore, chrome, lithium, graphite, and coal.
The company experienced a windfall from settling COVID-19 business interruption claims, indicating reliance on non-operational income.
The Northern Mozambique activity levels remain uncertain, with operations dependent on external factors like Total Energies resuming operations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GNDJ.J - Grindrod Ltd
Half Year 2025 Grindrod Ltd Earnings Call
Aug 22, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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A very warm welcome, ladies and gentlemen, to Grunrod's interim results for the six months ended 30th June 2025. My name is Reismi Soi from Investor Relations. I will be facilitating the presentation this morning. Our speakers today, Xolani Mbambo, Chief Executive Officer of Grindrod Limited, and CFO Fatima Ali. We are delighted to welcome you, our analysts, shareholders, members of the management team to this morning's session.

Online, we have our chair, Cheryl Carolus, our independent lead non-executive, Nkunku Swazi, and our independent non-executive directors, Zimkita Hazatu Maloy and Raymond Ndlovu. We'd like to welcome you all this morning.

I request you take a moment to peruse the forward-looking statement on the

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