Business description: Netcare Limited

Netcare Limited specializes in operating health facilities. Net sales (including intragroup) break down by activity as follows:

- management of hospitals and emergency service centers (97.1%): owned, at the end of September 2022, 87 emergency care centers, 49 acute care hospitals, 16 cancer treatment centers and 13 psychiatric hospitals;

- management of primary care centers (2.9%): 65 primary healthcare facilities and 71 dialysis units.

All sales are in South Africa.

Number of employees: 18,000

Sales by Activity: Netcare Limited

Fiscal Period: September 2021 (ZAR) 2022 (ZAR) 2023 (ZAR) 2024 (ZAR) 2025 (ZAR)

Hospital and Emergency Services - Hospital and Pharmacy Operations

19.46B 19.73B 21.47B 22.81B 23.65B

Hospital and Emergency Services - Non-Acute Services

1.15B 1.29B 1.58B 1.7B 2.05B

Primary Care

595M 634M 663M 712M 662M

Inter-Segment Elimination

-12M -22M -14M -16M -13M

Executive Committee: Netcare Limited

Manager TitleAgeSince
Chief Executive Officer 64 2005-08-31
Director of Finance/CFO 56 2006-06-30
Chief Tech/Sci/R&D Officer 46 2006-12-31
Chief Tech/Sci/R&D Officer 53 1996-12-31
Human Resources Officer 47 2007-12-31

Composition of the Board of Directors: Netcare Limited

Director TitleAgeSince
Director/Board Member 56 2011-11-09
Director/Board Member 57 2019-05-12
Director/Board Member 55 2021-12-31
Director/Board Member 49 2022-12-31
Chairman 63 2025-01-26
Director/Board Member 67 -
Director/Board Member 64 2005-08-31
Director/Board Member 45 2025-09-30
Director/Board Member 65 2026-03-01

Shareholders: Netcare Limited

NameStocks%Valuation
Marriott Asset Management Pty Ltd.
10.51 %
683,030 10.51 % 4 M R
PSG Asset Management (Pty) Ltd.
4.036 %
262,315 4.036 % 2 M R
Merchant West Investments (Pty) Ltd.
2.554 %
166,000 2.554 % 972 360 R
Fundrock Collective Investments (RF) (Pty) Ltd
0.0416 %
2,707 0.0416 % 15 856 R
NameStocks%Valuation
Public Investment Corporation SOC Ltd. (Invt Mgmt)
20.09 %
274,126,490 20.09 % 306 M R
Fairtree Asset Management (Pty) Ltd.
6.103 %
83,281,764 6.103 % 93 M R
Foord Asset Management Pty Ltd.
5.965 %
81,405,547 5.965 % 91 M R
Wellington Management Co. LLP
2.487 %
33,939,414 2.487 % 38 M R
Aylett & Co. (Pty) Ltd.
2.022 %
27,587,017 2.022 % 31 M R

Company details: Netcare Limited

Netcare Ltd.

76 Maude Street

2196, Johannesburg

+

http://www.netcare.co.za
address Netcare Limited(NTCP)

Other Healthcare Facilities & Services

Change 5-day change 1-year change 3-year change Capi.($)
-1.40%-8.32%+16.92%+21.85% 112B
-0.41%+0.11%+5.88%+68.08% 92.22B
-1.01%+0.47%-2.05%+47.89% 29.13B
-0.64%+2.94%+33.38%+98.25% 27.03B
+0.70%-0.52%-9.80%-0.65% 21.22B
-0.39%-1.34%+37.25%+287.60% 21.01B
+2.39%+2.89%-9.69%+43.85% 16.26B
+0.68%-1.43%-9.24%-6.58% 11.81B
-0.83%-3.69%+40.09%+78.14% 11.63B
Average +0.16%-1.14%+11.42%+70.94% 38.04B
Weighted average by Cap. +0.21%-2.65%+11.85%+59.44%
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
17.93ZAR
Average target price
18.58ZAR
Spread / Average Target
+3.60%

Quarterly revenue - Rate of surprise

-40%: Exceptional extension
d
:
:
SEIZE THE OFFER!