Sephaku Holdings Ltd (JSE:SEP)

Half Year 2026 Sephaku Holdings Ltd Earnings Call Transcript

Nov 11, 2025 / 09:00 AM GMT

Release Date Price: R1.56 (+4.70%)

Transcript

Key Points

Positve

Sephaku Holdings Ltd (JSE:SEP) reported a 42% increase in EBITDA, rising from 69 million to 98 million.
The company's EBIT saw a significant 51% increase, from 48.8 million to 73.8 million.
Net profit after tax improved by 19 million, supported by enhanced margins and a profit on the sale of older assets.
Cash generated during the six months was 87.5 million, showing a 50% growth in cash reserves.
Sephaku Holdings Ltd (JSE:SEP) has been successful in maintaining customer retention and engagement, underpinned by quality products and customer service excellence.

Negative

Sephaku Cement sales were down 15%, with a significant drop in EBIT from 60.9 million to 4.5 million.
The company faced a loss after tax of 31.3 million, down from a profit of 5 million the previous year.
The trading environment remains challenging with a decline in fixed investment in South Africa since 2013.
Overcapacity and intensifying competition in the cement industry are leading to unsustainable pricing strategies.
Cement imports, particularly from Vietnam, continue to pressure the market, exacerbating competition and affecting local competitiveness.

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

SEPJ.J - Sephaku Holdings Ltd
Half Year 2026 Sephaku Holdings Ltd Earnings Call
Nov 11, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Seaku Holdings unaudited interim financial results for the six months ended 30 September 2025.

All participants will be in a listen-only mode.

There will be an opportunity to ask questions later during the conference. Please note that this call is being recorded.

I would now like to turn the conference over to Kenneth Capes. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you very much. Good morning and thank you for joining us. I'm Kenneth Cape, CEO of Saparco Holdings and Mettier Mixed

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