Marula Majesty Business Plan — Appendix A: Detailed Financial Statements

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Appendix A · 17 of 19

Detailed Financial Statements

A.1 Revenue by division (R millions)

Division

Y1

Y2

Y3

Y4

Y5

Cosmetic-grade marula oil (B2B)

7.5

13.0

21.8

33.0

47.1

Luxury skincare (Skin™)

4.4

10.1

21.8

40.9

67.7

Wellness & nutraceuticals

2.0

4.6

10.1

19.8

32.8

Gourmet foods

2.9

5.0

8.6

13.2

18.4

Functional beverages

1.8

3.8

7.8

14.5

24.6

B2B botanical ingredients

3.5

5.5

7.8

10.6

14.3

A.2 Margin & return summary (%)

Metric

Y1

Y2

Y3

Y4

Y5

Gross margin

45.0%

48.5%

51.5%

53.5%

55.0%

EBITDA margin

21.8%

26.2%

30.8%

32.6%

35.6%

Net margin

(4.1%)

8.0%

15.4%

19.0%

22.9%

Return on equity

(2.0%)

7.1%

20.2%

29.6%

35.7%

Return on invested capital

1.8%

7.5%

17.3%

27.3%

34.3%

DSCR (×)

1.9×

1.8×

3.4×

6.3×

12.5×

A.3 Debt & revolver schedule (R millions)

Item

Y1

Y2

Y3

Y4

Y5

Term debt — opening

20.0

20.0

17.1

14.3

11.4

Term interest

2.5

2.5

2.1

1.8

1.4

Term principal repaid

0.0

2.9

2.9

2.9

2.9

Term debt — closing

20.0

17.1

14.3

11.4

8.6

Revolver drawn (closing)

0.0

3.9

8.4

2.5

0.0

Revolver interest

0.0

0.3

0.8

0.7

0.2

A.4 Cost structure — Year 5

Figure A1. Year-5 allocation of every rand of revenue.

A.5 Milestone & KPI dashboard

KPI

Year 1 target

Year 3 target

Year 5 target

Revenue

R22m

R78m

R205m

EBITDA margin

21.8%

30.8%

35.6%

Fruit processed

6,000 t

14,000 t

20,000 t

Oil plant utilisation

38%

72%

95%

Permanent employees

125

245

350

Seasonal harvesters

3,500

7,000

10,000

Export share of revenue

10%

30%

45%

DSCR

1.9×

3.4×

12.5×

A.6 Indicative Year-1 quarterly cash view (R millions)

Item

Q1

Q2

Q3

Q4

FY1

Revenue

3.5

4.8

6.2

7.5

22.0

Operating cash flow

1.2

0.9

1.6

2.4

6.1

Fruit purchase (seasonal)

(4.5)

(1.0)

(0.5)

(0.5)

(6.5)

Closing cash

10.7

10.6

11.7

11.2

11.2

NoteQuarterly figures are indicative

The quarterly split illustrates the intra-year seasonality of the fruit purchase and revenue ramp; the audited model is annual. The concentration of fruit purchasing in the harvest quarter is the operational reason the revolving facility is drawn early in each cycle.

A.4b Integrated five-year summary (R millions)

Line

Y1

Y2

Y3

Y4

Y5

Revenue

22.0

42.0

78.0

132.0

205.0

EBITDA

4.8

11.0

24.0

43.0

73.0

EBIT

1.6

7.0

19.4

36.8

65.8

Net profit

(0.9)

3.4

12.1

25.0

46.9

Operating cash flow

(2.8)

2.7

8.3

18.8

37.3

Capital expenditure

0.0

(12.0)

(10.0)

(10.0)

(8.0)

Closing cash

11.2

3.0

3.0

3.0

27.0

Total assets

66.3

72.7

90.0

111.6

160.5

Total equity

44.1

47.5

59.5

84.6

131.4

Net working capital

5.1

9.7

17.9

30.4

47.1