Pepkor Holdings Limited (PPH) Investor presentation summary

Strategic overview

• Focus on clothing, home improvement, and connectivity for South African families.

• Operates 5,975 stores with 30 million customers and 2 billion annual transactions.

• Leverages scale and omnichannel presence to drive growth in fintech and retail credit.

• Diverse brand portfolio with a history spanning over a century.

• Group revenue for FY24 reached R85.1bn, with operating profit at R9.8bn.

Strategic growth model

• Growth driven by customer needs, execution, and monetisation across channels and categories.

• Enablers include scale, data, technology, and people.

• Expands through traditional retail, financial services, and omnichannel strategies.

Acquisition of Retailability businesses

• Acquiring four retail brands (excluding Edgars, Edgars Beauty, Kelso & Keedo) for cash.

• Transaction covers 462 stores across five countries, with c. R2.4bn FY24 revenue.

• Brands include LEGIT (ladies fashion), SWAGGA (men's fashion), STYLE (family discount), and Boardmans (online homeware).

• Implementation expected in Q1FY26, pending regulatory approval.