Wellspring Wellness Group Business Plan — Appendices

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Appendices

Appendix A — Revenue by channel (R m)

Channel

FY2026

FY2027

FY2028

FY2029

FY2030

Retail stores

R377

R406

R435

R465

R494

E-commerce

R117

R146

R182

R224

R275

Private label

R78

R104

R135

R173

R220

B2B & wholesale

R78

R85

R93

R101

R110

Total revenue

R650

R741

R845

R963

R1,098

Appendix B — Full income statement (R m)

Line item

FY2026

FY2027

FY2028

FY2029

FY2030

Revenue

R650

R741

R845

R963

R1,098

COGS

(R403)

(R452)

(R507)

(R568)

(R637)

Gross profit

R247

R289

R338

R395

R461

Operating expenses

(R156)

(R178)

(R203)

(R231)

(R264)

of which rent

(R46)

(R52)

(R59)

(R67)

(R77)

EBITDA

R91

R111

R135

R164

R198

Depreciation

(R35)

(R38)

(R39)

(R39)

(R38)

EBIT

R56

R73

R96

R125

R160

Interest — term

(R8)

(R7)

(R6)

(R5)

(R4)

Interest income

R2

R3

R2

R3

R3

Profit before tax

R50

R69

R93

R123

R159

Tax

(R14)

(R19)

(R25)

(R33)

(R43)

Net profit

R37

R50

R68

R90

R116

Appendix C — Full balance sheet (R m)

Line item

FY2026

FY2027

FY2028

FY2029

FY2030

Net PP&E

R203

R215

R216

R212

R207

Inventory

R69

R77

R86

R97

R108

Receivables

R21

R24

R28

R32

R36

Cash

R88

R84

R88

R92

R97

Total assets

R381

R400

R417

R433

R448

Payables

R50

R56

R63

R70

R79

Term debt

R51

R43

R34

R26

R17

Deferred tax

R3

R6

R9

R12

R15

Equity

R277

R296

R312

R325

R338

Total E & L

R381

R400

R417

R433

R448

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

Line item

FY2026

FY2027

FY2028

FY2029

FY2030

Operating cash flow

R74

R86

R104

R125

R149

Investing cash flow

(R58)

(R50)

(R40)

(R35)

(R33)

Financing cash flow

(R9)

(R40)

(R60)

(R85)

(R112)

Net change in cash

R8

(R4)

R4

R5

R5

Closing cash

R88

R84

R88

R92

R97

Appendix E — Detailed modelling assumptions

Parameter

Value / basis

Projection horizon

FY2026–FY2030 (5 years), year ending 31 December

Currency

South African Rand (ZAR), R million unless stated

Revenue growth

14.0% p.a. (sponsor operating case, preserved)

EBITDA margin

14.0% → 18.0% (sponsor case, preserved)

Gross margin

38.0% → 42.0% (private-label / e-commerce mix)

Opening net PP&E

R180m (existing + infra at close)

Depreciation

~R35m → R38m p.a. (6-year blended life)

Programme capex

R220m: hub R40m, private label R35m, e-commerce R25m, store rollout R130m (phased)

Maintenance capex

~2% of revenue

Senior term loan

R60m, 7-yr amortising, 13.5% (prime +3.0%)

Rent

~7% of revenue (retail leases)

Interest on cash

4.5% p.a. on reserve above floor

Corporate tax

27% with assessed-loss carry-forward

DSO / DIO / DPO

12 / 62 / 45 days (~29-day inventory-led cycle)

Dividend policy

Coverage-gated; surplus above R80m reserve distributed

Entry valuation

~7.5x EV/EBITDA; R703m pre-money

Exit assumption

8.0x EV/EBITDA (base); flat multiple (conservative)

DSRA

R15m ring-fenced

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 (EBITDAR less maint. capex / rent + interest + amortisation)

DSRA

Debt-Service Reserve Account

EV

Enterprise Value

IRR / MOIC

Internal Rate of Return / Multiple On Invested Capital

SAHPRA

South African Health Products Regulatory Authority

SADC

Southern African Development Community

SKU

Stock-Keeping Unit

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 and EBITDA are preserved exactly; all other lines are independently derived, and a rent-inclusive fixed-charge coverage lens is applied throughout.

— End of Business Plan —