Full Year 2025 Motus Holdings Ltd Earnings Call Transcript
Key Points
- Motus Holdings Ltd (JSE:MTH) reported a strong performance in the second half of the year, with operating profit up 4% and headline earnings per share increasing by 5%.
- The company successfully reduced its net debt to EBITDA ratio to 1.5 times, down from 2.1 times in December, indicating improved financial stability.
- Motus Holdings Ltd (JSE:MTH) achieved a significant reduction in finance costs by 13% year-on-year, contributing to improved profitability.
- The company maintained its market leadership, selling one out of five passenger vehicles in South Africa, and expanded its Chinese brand representation in the UK and Australia.
- The aftermarket parts business showed strong performance with a full-year operating profit margin of 9.1%, reflecting successful synergies and operational improvements.
- The economic environment remains challenging, with constrained GDP growth in all three jurisdictions where Motus Holdings Ltd (JSE:MTH) operates.
- The UK market is experiencing a high cost of living, impacting disposable income and consumer spending on luxury goods.
- The company's Retail and Rental business faced a 3% decline in revenue, particularly affected by softer markets in the UK and Australia.
- The Import and Distribution business experienced margin compression and foreign exchange volatility, impacting profitability.
- The UK Retail business struggled with a softer passenger market segment and lower business confidence, affecting vehicle sales.
(video playing)
Good morning, everyone, and thanks for joining us this morning. Some friendly faces, some Board members, some ExCo members, welcome to all of you -- well, of course, our investor community and our bankers. And today, we're going to have a look at our results for the 12 months ending June 2025.
So how the day is sort of set out of -- very briefly just touching on economic environment. I don't think I need to say too much about that. You know most of those things, some key priorities. Then I'm going to hand over to Brenda, who is going to take you through the financial overview, which is obviously one of the reasons you are here. Then we're going to focus a little bit on what are the areas of strategic importance for us for the next probably a year or so and the prospects. And then we have some crib notes for you at the back in the appendices for all those numbers you really need that we didn't touch on, so you can go and look there. You can see the calcs, Andrew. You can go and check it there.
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