Motus Holdings Ltd (JSE:MTH)

Half Year 2026 Motus Holdings Ltd Earnings Call Transcript

Feb 25, 2026 / 07:00 AM GMT

Release Date Price: R126 (-4.36%)

Transcript

Key Points

Positve

Motus Holdings Ltd (JSE:MTH) reported a significant reduction in finance costs, down by 23%, due to strong cash generation and disciplined debt management.
The company achieved a 15% increase in operating profit in South Africa, driven by a 13% rise in vehicle volumes and a 22% increase in dealer sales.
Motus Holdings Ltd (JSE:MTH) successfully launched the Tata passenger vehicle brand, achieving a run rate of over 400 units per month.
The import and distribution segment saw a 66% increase in operating profit, with a 17% rise in vehicle sales volumes.
The company has improved its brand representation by acquiring new brands like Suzuki, Cherry, and Mahindra, aligning with market trends.

Negative

The UK market faced challenges with a 6% reduction in operating profit due to deferred commercial truck purchases and low business confidence.
International aftermarket parts business experienced only a 1% increase in operating profit, falling short of expectations due to consumer spending pressure.
Certain brands in the South African retail segment, such as VW and Audi, are under pressure, leading to a 29% increase in losses for those brands.
The Australian market saw a decline in operating profit by $2 million AUD, attributed to volume and margin pressure from emerging Chinese brands.
The company incurred a foreign exchange loss of $91 million due to unhedged positions on parts and duties, impacting overall financial performance.

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

MTHJ.J - Motus Holdings Ltd
Half Year 2026 Motus Holdings Ltd Earnings Call
Feb 25, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone.

We can just take the final seats. It's a bit of a new room for us today, so I see I now have to stick to my podium so I can't walk around. Justine, so else the camera can't follow me apparently, and I'm going to be in front of your screen. So better use this opportunity while I can still walk around to tell you that fantastic day. We, you've all seen the results, coming out on Sense already this morning. And what you would have seen is that momentum that we had in the previous financial year really started kicking off in this new financial year as well, which is very pleasing for us. It gave us a nice start to the year, volumes were up. I think that disciplined execution really made sure that even on

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