Company Transaction Capital Limited

Equities

TCP

ZAE000167391

Auto Vehicles, Parts & Service Retailers

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Transaction Capital Limited

Quarterly revenue - Rate of surprise

Sector Used Car Dealers

End-of-day quote Johannesburg Stock Exchange Other stock markets 06:00:00 2023-11-30 pm EST			5-day change	1st Jan Change
7.000 ^ZAR	+0.29%		+1.45%	-78.85%

Nov. 29	Transaction Capital Limited Provides Earnings Guidance for the Full Year Ended 30 September 2023	CI
Nov. 10	Transaction Capital Limited Announces Resignation of Buhle Hanise as Director and Member of the Audit Committee	CI

Transaction Capital Limited is a holding company organized around 3 areas of activity:

- trade in used vehicles (78.9% of net sales): business ensured at the end of September 2022, through a network of 35 outlets and via the e-commerce platform WeBuyCars. The group also offers financing, insurance and vehicle rental services;

- development of digital solutions and services for the commercial sector (13.2%; Nutun);

- operation of an integrated minibus taxi platform (7.9%; SA Taxi): loans to small and medium-sized companies operating in the fixed-route minibus taxi sector, sale of new and used minibus cabs, repair and maintenance services, insurance, sale of spare parts, etc.

Revenue is distributed geographically as follows: South Africa (97.6%), Australia (2.3%) and Europe (0.1%).

Number of employees : 3,965

ZAR in Million	2021	Weight	2022	Weight	Delta
We Buy Cars 78.9 %	271	5.7 %	17,875	78.9 %	+6,495.94%
Nutun 13.2 %	2,219	46.3 %	2,988	13.2 %	+34.66%
SA Taxi 7.9 %	2,248	46.9 %	1,789	7.9 %	-20.42%

ZAR in Million	2021	Weight	2022	Weight	Delta
South Africa 97.6 %	5,421	89.9 %	26,039	97.6 %	+380.34%
Australia 2.3 %	607	10.1 %	607	2.3 %	0.00%
Europe 0.1 %	0	0.0 %	24	0.1 %	-

Managers	Title	Age	Since
David Mark Hurwitz CEO	Chief Executive Officer	51	2004
Mark Herskovits CIO	Chief Investment Officer	49	2014
Roberto Rossi BRD	Director/Board Member	60	2002
Michael Paul Mendelowitz BRD	Director/Board Member	58	2003
Jonathan Michael Jawno BRD	Director/Board Member	57	2002
Nomonde Xulu IRC	Investor Relations Contact	36	2021
Lisa Lill SEC	Corporate Secretary	-	2021

Members of the board	Title	Age	Since
Christopher Stefan Seabrooke BRD	Director/Board Member	70	2009
Kuben Pillay BRD	Director/Board Member	62	2016
Albertinah Kekana BRD	Director/Board Member	50	2021
Diane Radley BRD	Director/Board Member	57	2018
Jonathan Michael Jawno BRD	Director/Board Member	57	2002
Michael Paul Mendelowitz BRD	Director/Board Member	58	2003
Roberto Rossi BRD	Director/Board Member	60	2002
David Mark Hurwitz CEO	Chief Executive Officer	51	2004
Mark Herskovits CIO	Chief Investment Officer	49	2014
Buhle Hanise BRD	Director/Board Member	41	2019

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	763,313,142	497,235,247 ( 65.14 %)	0	65.14 %

Name	Equities	%	Valuation
Public Investment Corporation (SOC) Ltd. 16.38 %	125,000,000	16.38 %	32 M R
Pilatucom Holdings Ltd. 14.28 %	109,000,000	14.28 %	28 M R
Coronation Asset Management (Pty) Ltd. 5.475 %	41,789,676	5.475 %	11 M R
Royal Bafokeng Holdings (Pty) Ltd. 4.978 %	38,000,000	4.978 %	10 M R
The Vanguard Group, Inc. 2.999 %	22,888,136	2.999 %	6 M R
Old Mutual Investment Group (Pty) Ltd. 2.103 %	16,054,951	2.103 %	4 M R
Norges Bank Investment Management 1.338 %	10,216,943	1.338 %	3 M R
Capricorn Fund Managers (Pty) Ltd. 0.8417 %	6,425,000	0.8417 %	2 M R
Sabvest Capital Ltd. (Investment Company) 0.6550 %	5,000,000	0.6550 %	1 M R
Dimensional Fund Advisors LP 0.6170 %	4,710,013	0.6170 %	1 M R

Transaction Capital Ltd.

14 Pongola Crescent Sandhavon Office Park

2199, Sandton

+27 11 049 6700

http://www.transactioncapital.co.za

address Transaction Capital Limited(TCP)

Name	Category and Sector
Nutun (Pty) Ltd.	-
TransCapital Investments Ltd.	Finance - Financial Conglomerates

Trading Rating :

Investor Rating :

ESG Refinitiv :

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

7.000ZAR

Average target price

9.375ZAR

Spread / Average Target

+33.93%

Consensus

Company calendar

Consumer Cyclicals

Other Specialty Retailers

Auto Vehicles, Parts & Service Retailers

Used Car Dealers

	1st Jan change	Capi.
TRANSACTION CAPITAL LIMITED	-78.85%	287 M $
CARMAX, INC.	+10.67%	10 693 M $
BCA MARKETPLACE PLC	0.00%	2 380 M $
OPENLANE, INC.	+13.95%	1 606 M $
IDOM INC.	+35.99%	616 M $
AMERICA'S CAR-MART, INC.	+4.44%	482 M $
OPTIMUS GROUP COMPANY LIMITED	+254.05%	283 M $
TURNERS AUTOMOTIVE GROUP LIMITED	+42.55%	255 M $
KAMUX OYJ	+25.17%	236 M $
MOTORPOINT GROUP PLC	-41.10%	96 M $

Used Car Dealers