Leading market position underpinned by strong segmental positions
Vehicle |
Vehicle |
Aftermarket Parts |
Motor-Related |
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Importer market share |
Retail market share
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Supply chain |
More than 664 000 |
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Motus revenue
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Motus revenue
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Motus revenue
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Motus revenue
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Sustainable competitive advantage centred on scale, integration and insight
With our unrivalled scale and integration across the automotive value chain enabling deep market insight and expertise, we provide the essential connection between OEMs, customers and business partners. Underpinned by our entrepreneurial culture, this positions us to respond effectively to disruptive change, and in selected areas to lead disruptive change in our industry.
The following key competitive advantages underpin this structural resilience:
Consistently superior route-to-market through quality marketing, high levels of customer satisfaction and strategically located dealerships. | Unique understanding of mobility-related technologies, consumer behaviour and OEM strategies enables us to partner OEMs in new ways of penetrating the market and developing innovative value-added products and services (VAPS) and mobility solutions. | Proven ability to leverage proprietary data, the extent of which is unrivalled by competitors due to our leading importer and retail positions, to understand customer mobility needs and accurately price our financial services and fleet management offerings. | Differentiated fleet management services with cutting-edge systems, data analytics capability and strong empowerment credentials (positions us well to service ride-sharing and car-sharing models). | |||
Provide customers with exceptional value across the full value chain, through relevant offerings and exceptional service at competitive prices. | Partner of choice to OEMs demonstrated by longstanding importer and retail partnerships. | Powerful and credible business partner to financial services incumbents and new entrants with significant routes-to-market, large corporate fleet owners, and broad-based black economic empowerment (B-BBEE) players. | ||
Consistent earnings and margin profile |
Access to developed markets |
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Market leading position in South Africa and multi-faceted diversification, underpinned by financial discipline and cost control, provides proven cyclical resilience. |
Our operations in selected international markets, supported by well-developed centralised controls and deep expertise in finance, treasury and accounting in a low-cost emerging market environment, provide first-hand access to latest industry trends in developed markets and hard currency earnings growth. |
Key investment highlights
Our leading market share and diversified service offering in our home market maximises revenue and income opportunities per vehicle sold, underpinned by significant annuity earnings. Together with our growth prospects in our international markets, this positions Motus to sustain strong free cash flows, earnings and targeted returns, providing a platform for an attractive dividend pay-out through the cycle.
Representing the world’s most respected automotive brands and supported by over 18 300 employees, Motus’ key investment highlights include
- Unique fully integrated business model across the automotive value chain: Import and Distribution, Retail and Rental, Motor-Related Financial Services and Aftermarket Parts supplier.
- Diversified business in the automotive sector (non-manufacturing) with a leading position in South Africa and selected international presence (UK and Australia).
- Access to annuity income streams, sustainable free cash flow generation with best-in-class earnings and return on invested capital exceeding weighted average cost of capital (WACC), providing a platform for an attractive dividend yield.
- Unrivalled scale underpinning a differentiated value proposition to OEMs, customers and business partners, providing multiple customer touch points which supports resilience and customer loyalty through the entire vehicle ownership cycle.
- Defined organic growth trajectory through portfolio optimisation, continuous operational enhancements and innovation, with a selected acquisition growth strategy outside South Africa.
- Highly experienced management team with deep industry knowledge of regional and global markets, and a proven track record with years of collective experience.