XSMLT Nexus Logistics — Funding Structure

The R780 million funding structure across DFI senior debt and equity and the indicative term-sheet framework underpinning XSMLT Nexus.

XSMLT Nexus Logistics Business PlanSection 13 › Funding Structure

Section 13 · Business Plan

Funding Structure

The R780 million funding structure across DFI senior debt and equity and the indicative term-sheet framework underpinning XSMLT Nexus.

Figure 23
Figure 23 — Proposed capital stack
Source R m Instrument Status
IDC 280 Senior term facility, 8-yr, 1-yr grace Targeted — mandate-aligned
DBSA 180 Development loan, 10-yr, 1-yr grace Targeted — mandate-aligned
Private equity 220 Ordinary shares In structuring
Sponsor equity 100 Ordinary shares Committed
Total headline raise 780 Fully allocated
Fleet instalment finance ~R243m peak Asset-backed, drawn Years 1–4 Required — see Section 12.3
Revolving working capital ≥R100m Seasonal / DSO facility Required — see Section 12.3
Honest finding — the stack is complete but
not sufficient alone Unlike a headline gap, the R780m capital stack is fully allocated
(IDC 280 + DBSA 180 + PE 220 + sponsor 100). The finding is different:
the R780m alone does not carry the business. Two additional committed
facilities are structurally required at close — an asset-backed
fleet-finance line (to fund growth beyond 220 trucks, peaking near
R243m) and a working-capital revolver (≥R100m, peaking near R91m). Plus
a debt-service reserve of ~R110m (fundable from the equity tranches) to
bridge the sub-1.0x Years 1–2. Presenting the R780m as fully funding a
520-truck, R2.8bn-revenue business would misstate the requirement; this
Memorandum models the complete structure.

Proposed covenant package: minimum DSCR of 1.30x tested from Year 3
(holiday Years 1–2 against the funded debt-service reserve); net
debt/EBITDA ceiling of 3.0x from Year 3; fleet-finance ring-fenced and
self-amortising on the vehicles; minimum fleet-utilisation covenant;
cession of mining offtake contracts and receivables; distributions
locked until trailing DSCR exceeds 1.75x.

13.2 Indicative term-sheet framework

To accelerate credit-committee engagement, the Company proposes the
following framework, incorporating every structural remedy identified by
the independent analysis.

Term Proposal
Borrower XSMLT Nexus Logistics (Pty) Ltd (SA holdco) + Zambia & DRC subsidiaries
Senior facilities IDC R280m (8y, 1y grace); DBSA R180m (10y, 1y grace)
Fleet finance Asset-backed instalment lines, 75% LTV, 5-yr tranches, self-amortising on vehicles
Working capital Revolving facility ≥R100m for transit bonds, deposits and DSO
Equity R320m (PE R220m + sponsor R100m), of which ~R110m funds an escrowed debt-service reserve for Years 1–2
Security First-ranking over fleet & fixed assets; cession of mining offtake contracts, receivables and insurance; account-control over the reserve
Covenants DSCR ≥1.30x from Year 3 (holiday Years 1–2); net debt/EBITDA ≤3.0x from Year 3; min. fleet-utilisation covenant; distributions locked until trailing DSCR >1.75x
Drawdown Milestone tranches against fleet delivery & depot commissioning; growth-fleet draws against contracted utilisation
Conditions precedent Anchor take-or-pay contract(s); fleet-finance & revolver committed; reserve funded; CEO/COO/CFO & Country MDs contracted; political-risk insurance bound

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 XSMLT Nexus Logistics (Pty) Ltd.