HealthPlus Retail Group — Organisation, Governance & Human Capital

The organisational structure, corporate governance, the management team and the human-capital and skills plan supporting the group.

HealthPlus Retail Group Business PlanSection 8 › Organisation, Governance & Human Capital

Section 8 · Business Plan

Organisation, Governance & Human Capital

The organisational structure, corporate governance, the management team and the human-capital and skills plan supporting the group.

8.1 Governance Philosophy

HealthPlus is structured from inception to meet JSE Main Board
listing requirements and King IV principles. Governance is treated not
as a compliance overlay but as an investor protection mechanism:
independent board majority, ring-fenced clinical authority, and
separation between operating execution and capital allocation.

8.2 Board Composition

A nine-member board is established at financial close, comprising
five independent non-executive directors (including the Chair), two
executive directors (CEO, CFO), and two investor-nominated
non-executives. Three sub-committees — Audit & Risk, Remuneration
& Nominations, and Social & Ethics — operate with documented
terms of reference aligned to King IV.

Role Type Background Committee Membership
Chair Independent Non-Exec Former JSE-listed retail CEO Nominations
Lead Independent Director Independent Non-Exec Senior banker / corporate finance Audit & Risk (Chair)
Independent NED Independent Non-Exec Former Department of Health DG Social & Ethics (Chair)
Independent NED Independent Non-Exec Big-4 audit partner (retired) Audit & Risk
Independent NED Independent Non-Exec Healthcare clinician / academic Social & Ethics
CEO Executive Director Retail / pharmacy executive
CFO Executive Director CA(SA), JSE-listed CFO experience
Investor NED (Equity) Non-Executive PE / DFI nominee Remuneration
Investor NED (Senior Debt) Non-Executive Senior lender nominee (observer) Audit & Risk

Table 8.1 — Board composition at financial close

8.3 Organisational Structure

The operating organisation is built around four executive pillars
(Commercial, Operations, Finance, People & Risk) with a dedicated
Chief Pharmacy Officer reporting directly to the CEO. This structure
preserves clinical independence — a regulatory necessity under SAPC
rules — while enabling commercial integration.

Figure 8.1
Figure 8.1 — HealthPlus Retail Group organisational structure

8.4 Executive Team Profiles

The founding executive team has been assembled with a deliberate mix
of South African pharmacy retail experience, FMCG-grade commercial
discipline, and digital/technology depth. Detailed CVs are available in
the data room (see Appendix A).

Role Years Experience Prior Roles (illustrative) Key Mandate
Chief Executive Officer 24 JSE-listed retail GM; pharmacy chain MD Strategy, capital, board
Chief Financial Officer 19 CA(SA); listed-co CFO; PE portfolio CFO Capital, IR, controls
Chief Pharmacy Officer 22 SAPC Council; hospital pharmacy director Clinical, regulatory
Chief Commercial Officer 18 FMCG category director; retail buying head Range, pricing, private label
Chief Operations Officer 20 Retail ops director; supply chain executive Stores, supply chain
Chief Technology Officer 16 Digital retail CTO; fintech platform lead Tech, e-commerce, data
Chief People Officer 17 Listed-co CHRO; transformation specialist Talent, culture, B-BBEE
Chief Marketing Officer 15 Loyalty programme architect; CPG marketing Brand, loyalty, CRM

Table 8.2 — Executive team profile

8.5 Headcount Plan

Total group headcount scales from 620 at end of Y1 to approximately
9,580 by end of Y5. Approximately 78% of headcount sits in stores; the
remainder is distributed across distribution, manufacturing, and
corporate functions. The plan is fully costed in the financial model
(see Section 10).

Function Y1 Y2 Y3 Y4 Y5
Store operations (incl. pharmacists) 480 1,640 3,420 5,680 7,420
Distribution & logistics 52 180 380 620 820
Manufacturing (Pvt Label) 24 78 184 294 380
Commercial / buying 18 46 92 142 182
Technology & digital 14 38 78 122 162
Finance, risk, governance 12 32 64 102 136
People, brand, corporate 20 46 94 154 208
Group / executive 6 12 18 24 32
Total headcount 620 2,150 4,480 7,350 9,580

Table 8.3 — Five-year headcount plan

8.6 Talent Strategy

Pharmacist supply is the single most binding constraint on store
rollout. South Africa produces approximately 800 new pharmacists
annually against an installed retail demand of ~2,400 incremental
positions through Y5 across all chains. HealthPlus addresses this
through four parallel mechanisms:

8.7 B-BBEE & Transformation

HealthPlus targets a Level 2 B-BBEE rating by end of Y2 and Level 1
by Y4. The plan is specifically architected to score on every element of
the Generic Scorecard, with particular strength in Ownership, Skills
Development, and Enterprise & Supplier Development.

Element Weight Target Score Strategic Approach
Ownership 25 23 32% black ownership via ESOP + strategic investor
Management Control 19 15 Black executive representation ≥ 50% by Y3
Skills Development 20 18 Bursaries, learnerships, pharmacist development
Enterprise & Supplier Development 40 35 Black-owned private-label suppliers, township logistics
Socio-Economic Development 5 5 1% NPAT to community health initiatives
Total weighted score 109 96 Level 2 expected by Y2; Level 1 by Y4

Table 8.4 — B-BBEE scorecard plan

8.8 Culture & Code of Conduct

The HealthPlus operating culture is anchored in four explicit
behaviours — Care, Integrity, Pace, Ownership — codified in a Code of
Conduct adopted at financial close and refreshed annually. A
confidential whistle-blowing channel (independently administered) is
mandated from day one and reports directly to the Audit & Risk
Committee.

Governance commitment

HealthPlus commits to publishing audited annual financial statements
within 90 days of year-end, an integrated annual report aligned to the
IFRS Foundation’s sustainability standards, and a quarterly investor
letter from the CEO from Y1. These reporting cadences exceed minimum
disclosure requirements for unlisted entities and prepare the business
for a JSE listing in Y4–Y5.

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 Retail Group (Pty) Ltd.