TownshipTrade Retail Holdings Business Plan — Appendices

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Appendices

Appendix A — Revenue by stream (R m)

Stream

Year 1

Year 2

Year 3

Year 4

Year 5

FMCG retail sales

R21

R45

R84

R133

R194

Airtime, data & bill payments

R3

R6

R12

R22

R34

Bulk community supply

R2

R5

R11

R20

R31

Fresh produce

R2

R4

R7

R10

R14

Delivery & agency banking

R1

R2

R4

R7

R11

Total revenue

R28

R62

R118

R192

R285

Appendix B — Full income statement (R m)

Line item

Year 1

Year 2

Year 3

Year 4

Year 5

Revenue

R28

R62

R118

R192

R285

COGS

(R21)

(R46)

(R87)

(R140)

(R207)

Gross profit

R7

R16

R31

R52

R78

Operating expenses

(R5)

(R10)

(R17)

(R22)

(R32)

of which rent

(R1)

(R3)

(R6)

(R10)

(R14)

EBITDA

R2

R6

R14

R30

R46

Depreciation

(R3)

(R6)

(R7)

(R8)

(R9)

EBIT

(R1)

R0

R7

R22

R38

Interest — development finance

(R2)

(R2)

(R2)

(R1)

(R1)

Interest income

R2

R1

R1

R0

R0

Profit before tax

(R1)

(R1)

R6

R21

R37

Tax

R0

R0

(R1)

(R6)

(R10)

Net profit (re-underwritten)

(R1)

(R1)

R5

R15

R27

Net profit (sponsor)

(R1)

R2

R7

R18

R29

Appendix C — Full balance sheet (R m)

Line item

Year 1

Year 2

Year 3

Year 4

Year 5

Net PP&E

R29

R30

R37

R42

R43

Inventory

R2

R3

R6

R10

R15

Receivables

R0

R0

R1

R1

R2

Cash

R19

R17

R11

R14

R23

Total assets

R49

R50

R54

R67

R82

Payables

R2

R4

R8

R12

R18

Development finance

R15

R15

R10

R5

R0

Deferred tax

R0

R1

R1

R2

R2

Equity

R32

R31

R36

R48

R62

Total E & L

R49

R50

R54

R67

R82

Appendix D — Full cash-flow statement (R m)

Line item

Year 1

Year 2

Year 3

Year 4

Year 5

Operating cash flow

R2

R5

R12

R24

R37

Investing cash flow

(R31)

(R8)

(R13)

(R13)

(R10)

Financing cash flow

R0

R0

(R5)

(R8)

(R18)

Net change in cash

(R29)

(R2)

(R6)

R3

R9

Closing cash

R19

R17

R11

R14

R23

Appendix E — Detailed modelling assumptions

Parameter

Value / basis

Projection horizon

Years 1–5 from launch

Currency

South African Rand (ZAR), R million unless stated

Revenue

R28m→R285m (~79% CAGR, sponsor preserved)

Gross margin

25.0%→27.4% (sponsor preserved)

EBITDA

R2m→R46m; margin 7%→16% (sponsor preserved)

Store rollout

10 → 30 stores across three phases

Programme capex

Phase 1 R31m (fit-outs R16m, hub R7m, fleet R5m, tech R3m); Phase 2–3 self-funded

Maintenance capex

~1% of revenue

Depreciation

Componentised, ~5.5-yr blended life

Development finance

R15m at 13.5%; 2-yr grace, amortising Yr 3–5

Rent

~5% of revenue (township occupancy)

Corporate tax

27% with assessed-loss carry-forward

DSO / DIO / DPO

2 / 26 / 32 days (favourable cycle)

Dividend policy

None to Year 3; coverage-gated thereafter

Exit assumption

4.5x EV/EBITDA (base); 3.5x (conservative)

Follow-on dilution

Investor stake ~60% → ~48% effective at exit

Table 15.1 Full assumptions register.

Appendix F — Glossary

Term

Definition

CFADS

Cash Flow Available for Debt Service

DSCR

Debt-Service Coverage Ratio (CFADS / debt service)

EBITDAR

EBITDA before Rent (retail fixed-charge basis)

FCCR

Fixed-Charge Coverage Ratio (rent-inclusive)

FMCG

Fast-Moving Consumer Goods

SKU

Stock-Keeping Unit

POS / ERP

Point of Sale / Enterprise Resource Planning

IRR / MOIC

Internal Rate of Return / Multiple On Invested Capital

DFI

Development-Finance Institution

Spaza shop

Informal township convenience store

NoteModel integrity statement

All figures in this Document derive from a single integrated three-statement model. The balance sheet reconciles to zero in every projection year; interest, tax and depreciation are internally consistent across the income statement, balance sheet and cash-flow statement. Sponsor revenue, gross profit and EBITDA are preserved exactly; all other lines are independently derived, and a rent-inclusive fixed-charge coverage lens is applied alongside conventional DSCR.

— End of Business Plan —