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

Composition of the Board of Directors: Netcare Limited

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

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.($)
-1.58%-5.27%+21.99%+27.68% 117B
-0.32%+1.86%+7.42%+67.78% 93.19B
-0.24%+4.07%-2.08%+54.68% 29.99B
+0.15%+7.06%+35.78%+96.72% 27.27B
-1.13%-2.15%-5.00%-3.55% 21.49B
-1.46%-0.59%+42.75%+274.04% 21.4B
-0.40%-2.44%-8.86%+30.88% 15.81B
-5.56%+0.97%+43.04%+83.51% 12.36B
-2.57%+1.19%-8.62%-7.12% 12.24B
Average -1.29%+1.65%+14.05%+69.40% 39.01B
Weighted average by Cap. -1.03%+0.16%+15.04%+60.00%
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
17.96ZAR
Average target price
18.58ZAR
Spread / Average Target
+3.42%

Quarterly revenue - Rate of surprise

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