Khanya Cold Chain Business Plan — Appendix A: Consolidated Financial Summary

Consolidated five-year summary: occupancy, revenue by stream, EBITDA, profit after tax, capital expenditure and closing cash.

Appendix A: Consolidated Financial Summary

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R unless stated

Year 1

Year 2

Year 3

Year 4

Year 5

Average occupancy

46%

68%

79%

85%

88%

Occupied pallets

2 070

3 060

3 555

3 825

3 960

Cold store revenue

24 469 668

38 058 835

47 109 572

54 177 464

60 055 311

Distribution revenue

3 857 640

9 244 498

15 647 834

20 752 003

24 068 638

Total revenue

28 327 308

47 303 332

62 757 406

74 929 467

84 123 949

Electricity

(2 453 707)

(2 337 453)

(2 904 932)

(3 423 544)

(3 925 873)

Payroll

(6 628 000)

(10 271 480)

(13 151 503)

(15 807 637)

(18 071 974)

Property lease

(5 947 200)

(6 363 504)

(6 808 949)

(7 285 576)

(7 795 566)

Fleet running costs

(1 997 491)

(4 189 059)

(6 588 875)

(8 444 365)

(9 659 689)

Other operating and claims

(9 882 311)

(12 035 215)

(14 246 226)

(16 053 410)

(17 851 034)

EBITDA

1 418 599

12 106 622

19 056 921

23 914 935

26 819 815

EBITDA margin

5.0%

25.6%

30.4%

31.9%

31.9%

Depreciation

(8 876 310)

(9 733 452)

(10 703 095)

(11 499 524)

(12 122 738)

Finance costs

(6 310 000)

(6 064 539)

(5 484 585)

(4 828 473)

(4 086 120)

Taxation

(154 939)

(409 695)

(572 992)

Profit / (loss) after tax

(18 467 711)

(3 691 369)

2 714 301

7 177 243

10 037 965

Cumulative profit / (deficit)

(18 467 711)

(22 159 080)

(19 444 779)

(12 267 536)

(2 229 571)

Cash generated from operations

(6 179 907)

4 325 214

12 172 955

17 750 638

21 528 173

Maintenance capital expenditure

(6 150 000)

(7 050 000)

(5 900 000)

(4 750 000)

Debt capital repaid

(4 457 568)

(5 037 522)

(5 693 634)

(6 435 987)

Closing cash

6 220 093

0

85 433

6 242 437

16 584 623

Property, plant and equipment

80 923 690

77 340 238

73 687 143

68 087 619

60 714 881

Trade receivables

3 647 626

6 091 114

8 081 091

9 648 452

10 832 399

Total assets

92 281 409

84 921 352

83 343 667

85 468 508

89 621 903

Total debt outstanding

52 000 000

47 542 432

42 504 910

36 811 276

30 375 289

Total equity

37 922 289

34 230 920

36 945 221

44 122 464

54 160 429

Debt service cover

0.22x

1.15x

1.81x

2.27x

2.55x

Break-even occupancy including debt service

56.0%

65.0%

63.9%

62.8%

62.7%

Headroom, percentage points

-10.0

3.0

15.1

22.2

25.3