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Reunert (RLO) investor relations material
Reunert CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key objectives and strategic focus
Emphasis on showcasing highly capable management teams and their expertise across business units.
Focus on understanding the capital-intensive yet efficient facilities and their operational capabilities.
Clear strategies for sustainable growth, including internationalization and renewable energy expansion.
Highlighting growth opportunities in both local and international markets.
Investment in technical expertise and international collaboration to maintain leadership in innovation.
Financial performance and business contribution
Segment represents 52% of group revenue and 43% of operating profit in 2024, up from 38% in 2023.
Achieved a 4-year revenue CAGR of over 11% and operating profit CAGR of 21%.
Consistent free cash flow generation exceeding R1 billion annually, supporting organic growth and dividends.
Focused on accelerated earnings, solid cash generation, and a strong balance sheet.
EBITDA-to-free cash flow conversion target above 65% to reflect capital efficiency.
Business unit highlights and market positioning
African Cables: Leading Sub-Saharan supplier since 1935, with unique high-voltage cable capabilities and a fully integrated supply chain.
Zamefa: Largest integrated copper rod and cable producer in Zambia, exporting to seven neighboring countries and focusing on quality and regional growth.
Circuit Breakers: Market leader in Southern Africa, with significant export activity and smart energy solutions.
Three main business units: African Cables (power cables), Zamefa (copper rods and cables), and Low Voltage (circuit protection and smart devices).
Vertically integrated manufacturing and global reach, with facilities in South Africa, Zambia, Lesotho, Australia, and the USA.
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