Company Discovery Limited Johannesburg S.E.

Equities

DSBP

ZAE000158564

Life & Health Insurance

End-of-day quote Johannesburg S.E. 23:00:00 02/05/2024 BST 5-day change 1st Jan Change
99.99 ZAR 0.00% Intraday chart for Discovery Limited -0.01% +2.87%

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

Members of the board

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

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.
0.5330 %
3,604,958 0.5330 % 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.
1.461 %
116,850 1.461 % 610 900 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
Coreshares Asset Management Pty Ltd.
0.6929 %
55,428 0.6929 % 289 781 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

Company contact information

Discovery Ltd.

1 Discovery Place

2146, Sandton

+27 11 529 2888

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

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
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
117.4 ZAR
Average target price
184.5 ZAR
Spread / Average Target
+57.22%
Consensus

Annual profits - Rate of surprise