Company Redefine Properties Limited

Company Redefine Properties Limited

RDF

ZAE000190252

Commercial REITs

Analysts' Consensus

Equities

RDF

ZAE000190252

Commercial REITs

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Redefine Properties Limited

Chiffre d''affaires - Rate of surprise

Sector Other Commercial REITs

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Redefine Properties Limited

Chiffre d''affaires - Rate of surprise

Sector Other Commercial REITs

End-of-day quote Johannesburg S.E. Other stock markets 06:00:00 2024-04-17 pm EDT			5-day change	1st Jan Change
3.8 ^ZAR	-0.78%		-5.24%	-1.30%

Feb. 27	Transcript : Redefine Properties Limited - Special Call
2023	Transcript : Redefine Properties Limited, 2023 Earnings Call, Nov 06, 2023

Redefine Properties Limited specializes in owning and managing real estate assets located primarily in South Africa. Income breaks down by type of assets as follows:

- retail premises (34.7%);

- offices (30%);

- industrial sites (14.2%);

- other (21.1%).

At the end of August 2023, the group's portfolio, consisting of 250 assets with a total lettable area of 3,957,500 m2, amounted, in market value to ZAR 96.8 billion.

South Africa accounts for 79.7% of revenue.

Number of employees: 424

ZAR in Million	2022	Weight	2023	Weight	Delta
Retail 34.7 %	3,137	38.1 %	3,439	34.7 %	+9.62%
Office 30.0 %	2,639	32.0 %	2,973	30.0 %	+12.63%
EPP 20.3 %	812	9.9 %	2,013	20.3 %	+147.85%
Industrial 14.2 %	1,581	19.2 %	1,405	14.2 %	-11.11%
Specialised 0.8 %	69	0.8 %	75	0.8 %	+8.28%
Other 0.0 %	5	0.1 %	4	0.0 %	-15.18%

ZAR in Million	2022	Weight	2023	Weight	Delta
South Africa 79.6 %	7,426	90.1 %	7,892	79.6 %	+6.27%
International 20.4 %	817	9.9 %	2,017	20.4 %	+146.79%

Managers	Title	Age	Since
Andrew Joseph Konig CEO	Chief Executive Officer	55	11-01-11
Ntobeko Nyawo DFI	Director of Finance/CFO	-	21-01-31
Leon Kok COO	Chief Operating Officer	53	14-09-30
Lesley Yvonne Baerveldt IRO	Public Communications Contact	-	-
Tracey Wolf LAW	General Counsel	-	09-06-30
Anelisa Keke PRN	Corporate Officer/Principal	-	-
Morgan Wratten PRN	Corporate Officer/Principal	-	13-01-31
Lorraine Snyman PRN	Corporate Officer/Principal	-	-
Bonita Krige PRN	Corporate Officer/Principal	-	-
Sisanda Memela PRN	Corporate Officer/Principal	-	-

Members of the board	Title	Age	Since
Sipho Pityana CHM	Chairman	62	19-05-02
Cora Hedwick Fernandez BRD	Director/Board Member	51	22-11-03
Diane Radley BRD	Director/Board Member	58	20-07-19
Ntombi Langa-Royds BRD	Director/Board Member	62	15-11-03
Andrew Joseph Konig CEO	Chief Executive Officer	55	11-01-11
Simon Peter Fifield BRD	Director/Board Member	47	22-09-11
Lesego Sennelo BRD	Director/Board Member	47	18-11-01
Leon Kok COO	Chief Operating Officer	53	14-09-30
Amanda Dambuza BRD	Director/Board Member	47	18-11-01
Ntobeko Nyawo DFI	Director of Finance/CFO	-	21-01-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	7,052,419,865	6,452,185,026 ( 91.49 %)	300,000,000 ( 4.254 %)	91.49 %

Name	Equities	%	Valuation
Public Investment Corporation (SOC) Ltd. 20.21 %	1,425,505,627	20.21 %	297 M R
Ninety One SA (Pty) Ltd. 9.178 %	647,301,322	9.178 %	135 M R
Eskom Pension & Provident Fund 4.823 %	340,136,010	4.823 %	71 M R
REDEFINE PROPERTIES LIMITED 4.254 %	300,000,000	4.254 %	63 M R
STANLIB Asset Management (Pty) Ltd. 3.428 %	241,777,559	3.428 %	50 M R
Old Mutual Investment Group (Pty) Ltd. 1.732 %	122,129,316	1.732 %	25 M R
Catalyst Fund Managers (Pty) Ltd. 1.475 %	104,011,105	1.475 %	22 M R
Sesfikile Capital (Pty) Ltd. 0.9247 %	65,215,836	0.9247 %	14 M R
Satrix Managers (RF) Pty Ltd. 0.8597 %	60,628,654	0.8597 %	13 M R
Taquanta Asset Managers Pty Ltd. 0.8466 %	59,706,961	0.8466 %	12 M R

Name	Equities	%	Valuation
REDEFINE PROPERTIES LIMITED 4.25%	300,000,000	4.25%	62,577,000 $

Redefine Properties Ltd.

155 West Street 4th floor

2196, Johannesburg

+27 11 283 0000

http://www.redefine.co.za

address Redefine Properties Limited(RDF)

Name	Category and Sector
Zamosc Retail Sp zoo Zamosc Retail Sp zoo Miscellaneous Commercial ServicesCommercial Services Part of Redefine Properties Ltd., Zamosc Retail Sp zoo provides management, scientific and technical consulting services. The private company is based in Warsaw, Poland.	Miscellaneous Commercial Services
Kalisz Retail Sp zoo
EPP N.V.	Real Estate Development
Rosehill Investments Sp.z o.o. Rosehill Investments Sp.z o.o. Real Estate DevelopmentFinance Part of Redefine Properties Ltd., Rosehill Investments Sp.z o.o. owns and operates property. The private company is located in Poland. Rosehill Investments Sp.z o.o. was acquired by EPP NV, part of Redefine Properties Ltd. from March 04, 2022 on May 31, 2017 for $30.68 million.	Real Estate Development
Ace 1 Sp Z O O Ace 1 Sp Z O O Real Estate DevelopmentFinance Ace 1 Sp Z O O provides real estate services. The company was founded in 2010 and is headquartered in Krakow, Poland.	Real Estate Development
EPP Development 4 Sp zoo EPP Development 4 Sp zoo Financial ConglomeratesFinance EPP Development 4 Sp zoo functions as an investment holding Polish company. The private company is located in Poland.	Financial Conglomerates
EPP Development 2 Sp zoo EPP Development 2 Sp zoo Real Estate DevelopmentFinance EPP Development 2 Sp zoo provides real estate services. The private company is located in Poland.	Real Estate Development
EPP Development 3 Sp zoo EPP Development 3 Sp zoo Real Estate DevelopmentFinance EPP Development 3 Sp zoo operates a real estate agency. The private company is located in Poland.	Real Estate Development
EPP Finance BV	Finance/Rental/Leasing
Epp Development 7 Sp Z.O.O Epp Development 7 Sp Z.O.O Real Estate DevelopmentFinance Part of Redefine Properties Ltd., Epp Development 7 Sp Z.O.O provides real estate services. The private company is located in Poland.	Real Estate Development
EPP Development 1 Sp zoo EPP Development 1 Sp zoo Real Estate DevelopmentFinance EPP Development 1 Sp zoo engages in the buying and selling of real estate. It offers also administration of shopping centers. The company was founded on September 8, 2017 and is headquartered in Warsaw, Poland.	Real Estate Development
EPP Retail - Galeria Amber Sp zoo
EPP Retail – Galeria Sudecka Sp zoo
EPP Retail Galeria Olimpia Sp zoo
EPP Retail - Pasaz Grunwaldzki Sp zoo
EPP Retail - Centrum Przemysl Sp zoo
EPP Retail-Centrum Belchatów Sp zoo
EPP Retail - Veneda Sp zoo
Epp Retail-Galaxy Sp zoo
EPP Retail - Galeria Echo Sp zoo
EPP Office - Park Rozwoju Sp zoo
EPP Office - Astra Park Sp zoo
EPP Office - Oxygen Sp zoo
Zilver Sp zoo
Geel Sp zoo
Rood Sp zoo
Zwart Sp zoo
EPP Retail - Outlet park Sp zoo
EPP-Retail Powerpark Kielce Sp zoo
Sering Sp zoo
Braam Sp zoo
Wloclawek Retail Sp zoo Wloclawek Retail Sp zoo Real Estate DevelopmentFinance Part of Redefine Properties Ltd., Wloclawek Retail Sp zoo leases and rents real estate properties. The private company is based in Warsaw, Poland.	Real Estate Development
Klodzko Retail Sp zoo Klodzko Retail Sp zoo Real Estate DevelopmentFinance Part of Redefine Properties Ltd., Klodzko Retail Sp zoo is a Polish company that owns and operates shopping centers. The private company is based in Warsaw, Poland.	Real Estate Development

Trading Rating

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ESG Refinitiv

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Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

3.8 ZAR

Average target price

4.483 ZAR

Spread / Average Target

+17.98%

Consensus

Company calendar

	1st Jan change	Capi.
REDEFINE PROPERTIES LIMITED	-1.30%	1.34B
REALTY INCOME CORPORATION	-9.39%	44.81B
ALEXANDRIA REAL ESTATE EQUITIES, INC.	-8.09%	20.38B
SEGRO PLC	-5.19%	12.86B
UNIBAIL-RODAMCO-WESTFIELD SE	+11.89%	11.1B
CAPITALAND INTEGRATED COMMERCIAL TRUST	-8.74%	9.2B
CAPITALAND ASCENDAS REIT	-15.51%	8.36B
FEDERAL REALTY INVESTMENT TRUST	-4.39%	8.17B
KLÉPIERRE	-1.30%	7.42B
FIBRA UNO	-14.98%	5.93B

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