Company Discovery Limited

Equities

DSY

ZAE000022331

Life & Health Insurance

End-of-day quote Johannesburg S.E. 06:00:00 2024-04-17 pm EDT 5-day change 1st Jan Change
109.4 ZAR +0.26% Intraday chart for Discovery Limited -5.13% -23.89%

Business Summary

Discovery Limited is an insurance group organized around 2 areas of activity:

- health insurance and life insurance (61.4% of revenues): activity conducted in the United Kingdom (56% of revenues) and South Africa (44%) ;

- placement funds management (35.6%) ;

- other (3%).

Sales per Business

ZAR in Million2022Weight2023Weight Delta
Invest
34.6 %
18,874 28.1 % 29,599 34.6 % +56.82%
Health
26.1 %
19,504 29.0 % 22,362 26.1 % +14.65%
Life
19.7 %
14,752 21.9 % 16,845 19.7 % +14.19%
All Other
8.4 %
8,260 12.3 % 7,192 8.4 % -12.93%
Insure
5.8 %
4,688 7.0 % 4,939 5.8 % +5.35%
Vitality
3.0 %
2,339 3.5 % 2,573 3.0 % +10.00%
Bank
1.8 %
951 1.4 % 1,517 1.8 % +59.52%
Exceptional Items
0.7 %
-2,142 -3.2 % 612 0.7 % -128.57%

Sales per region

ZAR in Million2022Weight2023Weight Delta
South Africa
72.2 %
47,592 70.8 % 61,797 72.2 % +29.85%
United Kingdom
18.7 %
13,516 20.1 % 16,038 18.7 % +18.66%
Global
8.4 %
8,260 12.3 % 7,192 8.4 % -12.93%
Exceptional Items
0.7 %
-2,142 -3.2 % 612 0.7 % -128.57%

Managers

Managers TitleAgeSince
Founder 59 92-02-29
Founder 60 92-02-29
Director of Finance/CFO 59 17-04-30
Director/Board Member 53 02-12-31
Investor Relations Contact - -
Corporate Officer/Principal - 15-10-31
Corporate Secretary - 23-05-30

Members of the board

Members of the board TitleAgeSince
Chairman 65 19-02-28
Founder 60 92-02-29
Founder 59 92-02-29
Director of Finance/CFO 59 17-04-30
Director/Board Member 57 23-09-17
Director/Board Member 61 21-08-14
Director/Board Member 60 22-04-06
Director/Board Member - 21-02-18
Director/Board Member 57 15-10-21
Director/Board Member 53 02-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 676,374,092 536,079,281 ( 79.26 %) 14,722,817 ( 2.177 %) 78.33 %
Stock B 0 8,000,000 0 0

Shareholders

NameEquities%Valuation
Public Investment Corporation (SOC) Ltd.
7.578 %
51,254,365 7.578 % 327 M R
Baillie Gifford & Co.
7.461 %
50,465,898 7.461 % 321 M R
48,692,831 7.199 % 310 M R
48,592,931 7.184 % 310 M R
25,781,576 3.812 % 164 M R
PSG Asset Management (Pty) Ltd.
1.342 %
9,078,524 1.342 % 58 M R
MFS International (UK) Ltd.
0.9468 %
6,403,782 0.9468 % 41 M R
Comgest Asset Management International Ltd.
0.5371 %
3,632,984 0.5371 % 23 M R
ARK Investment Management LLC
0.4966 %
3,359,096 0.4966 % 21 M R
Old Mutual Investment Group (Pty) Ltd.
0.4106 %
2,777,373 0.4106 % 18 M R
NameEquities%Valuation
PSG Asset Management (Pty) Ltd.
7.951 %
636,052 7.951 % 3 M R
500,000 6.250 % 3 M R
ALUWANI Capital Partners (Pty) Ltd.
4.961 %
396,859 4.961 % 2 M R
Truffle Asset Management (Pty) Ltd.
1.615 %
129,206 1.615 % 675 498 R
Investec Wealth & Investment Management (Pty) Ltd.
1.439 %
115,093 1.439 % 601 714 R
Ashburton Fund Managers (Pty) Ltd.
0.9478 %
75,823 0.9478 % 396 408 R
ABSA Investment Management Services Pty Ltd. (Invt Mgmt)
0.7057 %
56,453 0.7057 % 295 140 R
Cohesive Capital (Pty) Ltd.
0.2500 %
20,000 0.2500 % 104 561 R
Sanlam Multi Manager International (Pty) Ltd.
0.1652 %
13,216 0.1652 % 69 094 R
Boutique Collective Investments (RF) (Pty) Ltd.
0.1250 %
10,000 0.1250 % 52 281 R

Company contact information

Discovery Ltd.

1 Discovery Place

2146, Sandton

+27 11 529 2888

http://www.discovery.co.za
address Discovery Limited(DSY)

Group companies

NameCategory and Sector
Managed Health Care
Discovery Life Ltd.
Financial Conglomerates
Regional Banks

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
109.4 ZAR
Average target price
184.5 ZAR
Spread / Average Target
+68.74%
Consensus

Annual profits - Rate of surprise

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