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Listen "Remgro rewards shareholders with special dividend after headline earnings jumped 38%."
Episode Synopsis
GUEST - Carel Vosloo, Chief Investment Officer at Remgro
Investment giant Remgro has announced a hefty payout to shareholders including a special dividend of 200 cents a share after reporting a strong set of results for the year to June 2025. Headline earnings jumped 38%, driven by contributions from Mediclinic, OUTsurance, Rainbow Chicken, RCL Foods and Heineken Beverages, which has bounced back into profitability. But it wasn’t all good news: impairments at Mediclinic Switzerland, eMedia and Capevin continue to weigh, while some assets underperformed. With the group’s share price still trading at a steep discount to intrinsic value, we ask: is this dividend boost a sign of long-term strength or just a temporary high? Kaya FM
Investment giant Remgro has announced a hefty payout to shareholders including a special dividend of 200 cents a share after reporting a strong set of results for the year to June 2025. Headline earnings jumped 38%, driven by contributions from Mediclinic, OUTsurance, Rainbow Chicken, RCL Foods and Heineken Beverages, which has bounced back into profitability. But it wasn’t all good news: impairments at Mediclinic Switzerland, eMedia and Capevin continue to weigh, while some assets underperformed. With the group’s share price still trading at a steep discount to intrinsic value, we ask: is this dividend boost a sign of long-term strength or just a temporary high? Kaya FM
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