African Rainbow Capital Investments Ltd

JSE:AIL South Africa Asset Management
Market Cap
$782.54 Million
ZAC1.47 Trillion ZAC
Market Cap Rank
#23122 Global
#22 in South Africa
Share Price
ZAC970.00
Change (1 day)
+0.10%
52-Week Range
ZAC897.00 - ZAC970.00
All Time High
ZAC970.00
About

African Rainbow Capital Investments Limited, an investment holding company, invests in a portfolio of listed and unlisted investments in South Africa, rest of Africa, and internationally. The company was founded in 2015 and is based in Ebene, Mauritius.

African Rainbow Capital Investments Ltd (AIL) - Net Assets

Latest net assets as of June 2024: ZAC18.58 Billion ZAC

Based on the latest financial reports, African Rainbow Capital Investments Ltd (AIL) has net assets worth ZAC18.58 Billion ZAC as of June 2024.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC18.58 Billion) and total liabilities (ZAC2.00 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC18.58 Billion
% of Total Assets 99.99%
Annual Growth Rate 11.77%
5-Year Change 88.12%
10-Year Change N/A
Growth Volatility 12.82

African Rainbow Capital Investments Ltd - Net Assets Trend (2017–2024)

This chart illustrates how African Rainbow Capital Investments Ltd's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for African Rainbow Capital Investments Ltd (2017–2024)

The table below shows the annual net assets of African Rainbow Capital Investments Ltd from 2017 to 2024.

Year Net Assets Change
2024-06-30 ZAC18.58 Billion +39.96%
2023-06-30 ZAC13.28 Billion +13.82%
2022-06-30 ZAC11.66 Billion +16.63%
2021-06-30 ZAC10.00 Billion +1.26%
2020-06-30 ZAC9.88 Billion 0.00%
2019-06-30 ZAC9.88 Billion +2.78%
2018-06-30 ZAC9.61 Billion +12.68%
2017-06-30 ZAC8.53 Billion --

Equity Component Analysis

This analysis shows how different components contribute to African Rainbow Capital Investments Ltd's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 64030000000.0% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (June 2024)

Component Amount Percentage
Common Stock ZAC10.80 Billion 58.11%
Other Comprehensive Income ZAC8.43 Billion 45.36%
Other Components ZAC31.00 Million 0.17%
Total Equity ZAC18.58 Billion 100.00%

African Rainbow Capital Investments Ltd Competitors by Market Cap

The table below lists competitors of African Rainbow Capital Investments Ltd ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in African Rainbow Capital Investments Ltd's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 13,276,000,000 to 18,581,000,000, a change of 5,305,000,000 (40.0%).
  • Net income of 2,294,000,000 contributed positively to equity growth.
  • New share issuances of 750,000,000 increased equity.
  • Other comprehensive income increased equity by 2,457,000,000.
  • Other factors decreased equity by 196,000,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income ZAC2.29 Billion +12.35%
Share Issuances ZAC750.00 Million +4.04%
Other Comprehensive Income ZAC2.46 Billion +13.22%
Other Changes ZAC-196.00 Million -1.05%
Total Change ZAC- 39.96%

Book Value vs Market Value Analysis

This analysis compares African Rainbow Capital Investments Ltd's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 70.89x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 113.27x to 70.89x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2017-06-30 ZAC8.56 ZAC970.00 x
2018-06-30 ZAC11.32 ZAC970.00 x
2019-06-30 ZAC9.50 ZAC970.00 x
2020-06-30 ZAC9.45 ZAC970.00 x
2021-06-30 ZAC8.03 ZAC970.00 x
2022-06-30 ZAC8.67 ZAC970.00 x
2023-06-30 ZAC9.78 ZAC970.00 x
2024-06-30 ZAC13.68 ZAC970.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently African Rainbow Capital Investments Ltd utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 12.35%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 93.33%
  • • Asset Turnover: 0.13x
  • • Equity Multiplier: 1.00x
  • Recent ROE (12.35%) is above the historical average (7.49%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2017 1.08% 0.00% 0.00x 1.00x ZAC-762.09 Million
2018 7.02% 273.74% 0.03x 1.00x ZAC-286.52 Million
2019 2.70% 75.21% 0.04x 1.00x ZAC-720.80 Million
2020 1.25% 30.83% 0.04x 1.00x ZAC-864.80 Million
2021 9.13% 443.20% 0.02x 1.00x ZAC-87.10 Million
2022 11.48% 70.70% 0.16x 1.00x ZAC172.60 Million
2023 14.95% 85.71% 0.17x 1.00x ZAC657.40 Million
2024 12.35% 93.33% 0.13x 1.00x ZAC435.90 Million

Industry Comparison

This section compares African Rainbow Capital Investments Ltd's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $865,105,412
  • Average return on equity (ROE) among peers: 22.52%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
African Rainbow Capital Investments Ltd (AIL) ZAC18.58 Billion 1.08% 0.00x $33.34 Million
Astoria Investments Ltd (ARA) $122.83 Million -1.36% 0.00x $296.19K
Brait SE (BAT) $970.83 Million 29.75% 0.90x $4.70 Million
Coronation Fund Managers Ltd (CML) $1.25 Billion 15.72% 12.91x $9.80 Million
EPE Capital Partners Ltd (EPE) $2.19 Billion 22.60% 0.09x $934.65K
Huge Group Ltd (HUG) $1.63 Billion 4.93% 0.13x $110.97K
PSG Konsult Ltd (KST) $469.73 Million 19.54% 1.04x $17.21 Million
Mahube Infrastructure Ltd (MHB) $585.99 Million 2.04% 0.00x $155.64K
Ninety One PLC (N91) $196.62 Million 64.91% 41.12x $24.76 Million
Ninety One Ltd (NY1) $367.60 Million 44.59% 29.25x $24.39 Million