Karoo Crown Beef Group — Projected Profit & Loss Statement

The projected profit and loss over the plan horizon — revenue, cost of sales, operating costs, EBITDA, finance costs and net profit, with the margin trajectory.

Karoo Crown Beef Group Business PlanSection 14 › Projected Profit & Loss Statement

Section 14 · Business Plan

Projected Profit & Loss Statement

The projected profit and loss over the plan horizon — revenue, cost of sales, operating costs, EBITDA, finance costs and net profit, with the margin trajectory.

The five-year projected income statement is presented below. All
values are in ZAR millions. Year 1 reflects partial-year revenue
(operations commence Month 26 from financial close, so Year 1 is
approximately 6 months of trading); Year 5 represents full-throughput
steady state at 50,000 head/year. Inter-segment eliminations have been
applied within the consolidated revenue line.

Figure 12.
Figure 12. Revenue and EBITDA — five-year projection
P&L line (ZAR millions) Y1 2026 Y2 2027 Y3 2028 Y4 2029 Y5 2030
REVENUE
EU/UK chilled premium 98 224 378 562 707
GCC halal premium 112 201 307 438 521
Asia premium chilled 18 44 94 172 223
Premium domestic retail 72 143 212 188 223
Foodservice & HoReCa 56 98 142 144 149
By-products & other 29 32 47 61 37
Total Revenue 385 742 1,180 1,565 1,860
COST OF GOODS SOLD
Cattle procurement (232) (431) (637) (823) (958)
Feed & feedlot inputs (52) (96) (142) (180) (211)
Slaughter direct labour (28) (52) (78) (98) (108)
Energy & utilities (22) (38) (52) (64) (72)
Packaging & consumables (18) (35) (56) (74) (88)
Other direct costs (14) (25) (38) (48) (56)
Total COGS (366) (677) (1,003) (1,287) (1,493)
Gross Profit 19 65 177 278 367
Gross margin % 4.9% 8.8% 15.0% 17.8% 19.7%
OPERATING EXPENSES
Indirect labour & administration (22) (34) (42) (48) (52)
Logistics & cold chain (16) (28) (42) (54) (62)
Sales & marketing (18) (32) (42) (48) (52)
Regulatory, QA, certification (8) (12) (16) (18) (20)
IT, traceability, professional services (6) (9) (12) (13) (14)
Other opex (4) (7) (10) (11) (12)
Total Operating Expenses (74) (122) (164) (192) (212)
EBITDA (38) 89 218 344 446
EBITDA margin % (9.9)% 12.0% 18.5% 22.0% 24.0%
Depreciation & Amortisation (58) (64) (68) (72) (75)
EBIT (96) 25 150 272 371
Finance costs (net) (38) (42) (42) (40) (36)
Profit Before Tax (134) (17) 108 232 335
Tax expense 0 0 (29) (63) (87)
Net Profit After Tax (134) (17) 79 169 248
NPAT margin % (34.8)% (2.3)% 6.7% 10.8% 13.3%

Key observations: (i) gross margin scales from 4.9% in Year 1 to
19.7% in Year 5, driven primarily by improved capacity utilisation,
channel mix shift to higher-margin export, and procurement scale
efficiency; (ii) EBITDA crosses to positive in Year 2 and reaches
industry-best 24.0% by Year 5; (iii) the Group is tax-paying from Year
3, with tax-loss carry-forward applied in Years 1 and 2; and (iv) net
profit reaches ZAR 248m by Year 5, supporting both planned dividend
distribution and balance-sheet strengthening.

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 Karoo Crown Beef Group (Pty) Ltd.