HealthPlus Pharmacy Group — Executive Summary

HealthPlus Pharmacy Group seeks ZAR 85 million in Phase 1 capital to launch a scalable retail pharmacy and wellness chain in South Africa — a dispensary-led, front-shop-margin model targeting a 24–30% IRR, a 36-month payback and 25 stores generating ZAR 510 million revenue by Year 5.

HealthPlus Pharmacy Group Business PlanSection 1 › Executive Summary

Section 1 · Business Plan

Executive Summary

HealthPlus Pharmacy Group seeks ZAR 85 million in Phase 1 capital to launch a scalable retail pharmacy and wellness chain in South Africa — a dispensary-led, front-shop-margin model targeting a 24–30% IRR, a 36-month payback and 25 stores generating ZAR 510 million revenue by Year 5.

HealthPlus Pharmacy Group (Pty) Ltd is a proposed vertically
integrated retail pharmacy chain designed to capitalise on South
Africa’s rapidly expanding healthcare retail market. The Company will
operate large-format, high-footfall pharmacy stores located in premium
shopping centres, suburban retail nodes, and hospital-adjacent
commercial precincts across Gauteng, the Western Cape, and
KwaZulu-Natal.

1.1 The Opportunity

South Africa’s retail pharmacy market was valued at approximately USD
6.46 billion in 2024 and is projected to reach USD 8.24 billion by 2029,
growing at a compound annual rate of approximately 5%. The market is
experiencing accelerating consolidation, with the two dominant
chains—Clicks Group and Dis-Chem Pharmacies—together commanding over 70%
of formal retail pharmacy turnover. Independent community pharmacies
continue to lose ground, creating acquisition opportunities and
underserved catchment areas that a well-capitalised new entrant can
exploit.

The structural drivers underpinning this opportunity are durable and
largely non-cyclical. South Africa faces a growing chronic disease
burden, with cardiovascular disease, diabetes, HIV/AIDS, and respiratory
conditions generating sustained demand for prescription medications.
Simultaneously, consumer spending on preventative health, wellness
supplements, beauty products, and personal care continues to grow,
providing high-margin front-shop revenue streams that complement
dispensary-led footfall.

1.2 Business Model

HealthPlus will deploy a “pharmacy-first traffic model” in which the
in-store dispensary serves as the anchor, generating consistent patient
footfall that is then monetised through a curated front-shop offering
spanning over-the-counter medicines, vitamins and supplements, beauty
and personal care, baby products, and medical devices. Revenue
diversification is achieved through five integrated streams:

Revenue Stream Description Target % (Yr 3)
Dispensary (Rx) Prescription medicine dispensing, chronic scripts 27%
Front Shop Retail OTC medicines, beauty, personal care, baby 48%
Private Label Own-brand vitamins, personal care, health products 12%
In-Store Clinics Vaccinations, diagnostics, health screenings 8%
E-Commerce & Delivery Online ordering, click-and-collect, home delivery 5%

1.3 Investment Highlights

  • Proven business model: Replicates the dispensary-led,
    front-shop-margin model that has driven Dis-Chem and Clicks to combined
    revenues exceeding ZAR 85 billion annually
  • Defensive sector: Healthcare retail is resilient across economic
    cycles—essential medicines remain priority expenditure even during
    downturns
  • Scalable rollout: Phase 1 opens 3 stores; the five-year plan
    targets 25 locations with a clear path to 50+ stores by Year 7
  • Digital-first differentiation: WhatsApp prescription ordering,
    mobile app loyalty ecosystem, and integrated e-commerce
    platform
  • Strong unit economics: Individual store break-even within 14–18
    months of opening; group-level EBITDA positive by Year 2
  • Clear exit pathways: Trade sale to strategic acquirers (Dis-Chem,
    Clicks, hospital groups), JSE listing, or private equity
    recapitalisation

1.4 Financial Summary

Metric Year 1 Year 2 Year 3 Year 4 Year 5
Revenue (R’M) 48.0 112.0 205.0 340.0 510.0
Gross Profit (R’M) 16.3 39.2 73.8 125.8 193.8
EBITDA (R’M) 2.5 11.0 27.7 55.1 95.9
EBITDA Margin (%) 5.2% 9.8% 13.5% 16.2% 18.8%
Net Profit (R’M) (8.2) 1.8 14.5 35.2 62.8
Stores (Cumulative) 3 7 12 18 25
Employees 65 155 270 410 575
Figure 1
Figure 1 — 5 year revenue bar chart

1.5 Funding Requirement

The Company seeks ZAR 85 million in Phase 1 capital to fund the
launch and operation of the first three stores, technology platform
development, initial inventory procurement, and working capital. The
proposed capital structure is 60% equity (ZAR 51 million) and 40% senior
secured debt (ZAR 34 million), with inventory and store fit-out assets
serving as collateral for the debt facility.

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of HealthPlus Pharmacy Group (Pty) Ltd.