Redefine Properties Ltd

JSE:RDF South Africa REIT - Diversified
Market Cap
$2.23 Billion
ZAC4.20 Trillion ZAC
Market Cap Rank
#24431 Global
#27 in South Africa
Share Price
ZAC605.00
Change (1 day)
-1.79%
52-Week Range
ZAC387.00 - ZAC693.00
All Time High
ZAC729.16
About

Redefine Properties Limited is a Real Estate Investment Trust (REIT) with a sectoral and geographically diversified property asset platform valued at R103.2 billion (FY24: R99.6 billion). Redefine's portfolio is predominantly anchored in South Africa through directly held and managed retail, office and industrial properties, which is complemented by a strong presence in retail, logistics and self… Read more

Redefine Properties Ltd (RDF) - Net Assets

Latest net assets as of August 2025: ZAC56.67 Billion ZAC

Based on the latest financial reports, Redefine Properties Ltd (RDF) has net assets worth ZAC56.67 Billion ZAC as of August 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC106.32 Billion) and total liabilities (ZAC49.65 Billion). 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 ZAC56.67 Billion
% of Total Assets 53.3%
Annual Growth Rate 21.07%
5-Year Change 44.0%
10-Year Change 14.17%
Growth Volatility 47.13

Redefine Properties Ltd - Net Assets Trend (2005–2025)

This chart illustrates how Redefine Properties 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 Redefine Properties Ltd (2005–2025)

The table below shows the annual net assets of Redefine Properties Ltd from 2005 to 2025.

Year Net Assets Change
2025-08-31 ZAC56.67 Billion +6.46%
2024-08-31 ZAC53.24 Billion +0.67%
2023-08-31 ZAC52.88 Billion +7.26%
2022-08-31 ZAC49.30 Billion +25.26%
2021-08-31 ZAC39.36 Billion +1.36%
2020-08-31 ZAC38.83 Billion -31.36%
2019-08-31 ZAC56.57 Billion -2.72%
2018-08-31 ZAC58.15 Billion +8.11%
2017-08-31 ZAC53.79 Billion +8.35%
2016-08-31 ZAC49.64 Billion +9.96%
2015-08-31 ZAC45.15 Billion +26.33%
2014-08-31 ZAC35.74 Billion +22.55%
2013-08-31 ZAC29.16 Billion +36.62%
2012-08-31 ZAC21.34 Billion +25.14%
2011-08-31 ZAC17.06 Billion +12.87%
2010-08-31 ZAC15.11 Billion +14.48%
2009-08-31 ZAC13.20 Billion +199.71%
2008-08-31 ZAC4.40 Billion +7.22%
2007-08-31 ZAC4.11 Billion +90.97%
2006-08-31 ZAC2.15 Billion +73.85%
2005-08-31 ZAC1.24 Billion --

Equity Component Analysis

This analysis shows how different components contribute to Redefine Properties 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 105064300000.0% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (August 2025)

Component Amount Percentage
Common Stock ZAC51.01 Billion 90.53%
Other Comprehensive Income ZAC6.39 Billion 11.34%
Total Equity ZAC56.35 Billion 100.00%

Redefine Properties Ltd Competitors by Market Cap

The table below lists competitors of Redefine Properties Ltd ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Redefine Properties Ltd's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 52,961,744,000 to 56,349,736,000, a change of 3,387,992,000 (6.4%).
  • Net income of 4,128,434,000 contributed positively to equity growth.
  • Dividend payments of 2,931,074,000 reduced retained earnings.
  • Other comprehensive income increased equity by 1,277,254,000.
  • Other factors increased equity by 913,378,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income ZAC4.13 Billion +7.33%
Dividends Paid ZAC2.93 Billion -5.2%
Other Comprehensive Income ZAC1.28 Billion +2.27%
Other Changes ZAC913.38 Million +1.62%
Total Change ZAC- 6.40%

Book Value vs Market Value Analysis

This analysis compares Redefine Properties 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: 74.89x
  • 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 239.23x to 74.89x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2005-08-31 ZAC2.53 ZAC605.00 x
2006-08-31 ZAC4.17 ZAC605.00 x
2007-08-31 ZAC5.51 ZAC605.00 x
2008-08-31 ZAC5.14 ZAC605.00 x
2009-08-31 ZAC12.66 ZAC605.00 x
2010-08-31 ZAC5.43 ZAC605.00 x
2011-08-31 ZAC5.51 ZAC605.00 x
2012-08-31 ZAC7.44 ZAC605.00 x
2013-08-31 ZAC8.51 ZAC605.00 x
2014-08-31 ZAC8.95 ZAC605.00 x
2015-08-31 ZAC12.06 ZAC605.00 x
2016-08-31 ZAC10.97 ZAC605.00 x
2017-08-31 ZAC10.55 ZAC605.00 x
2018-08-31 ZAC10.77 ZAC605.00 x
2019-08-31 ZAC10.31 ZAC605.00 x
2020-08-31 ZAC7.05 ZAC605.00 x
2021-08-31 ZAC7.21 ZAC605.00 x
2022-08-31 ZAC7.90 ZAC605.00 x
2023-08-31 ZAC7.67 ZAC605.00 x
2024-08-31 ZAC7.81 ZAC605.00 x
2025-08-31 ZAC8.08 ZAC605.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Redefine Properties 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): 7.33%
  • The company has moderate efficiency in generating returns from equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 37.50%
  • • Asset Turnover: 0.10x
  • • Equity Multiplier: 1.89x
  • Recent ROE (7.33%) is below the historical average (8.36%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2005 56.64% 159.78% 0.11x 3.22x ZAC577.08 Million
2006 30.92% 125.98% 0.09x 2.84x ZAC450.02 Million
2007 19.11% 94.64% 0.08x 2.39x ZAC374.33 Million
2008 -3.59% -17.11% 0.09x 2.44x ZAC-597.73 Million
2009 -2.20% -25.69% 0.04x 1.97x ZAC-1.61 Billion
2010 7.74% 35.66% 0.09x 2.42x ZAC-327.14 Million
2011 -3.51% -14.85% 0.08x 3.00x ZAC-2.00 Billion
2012 1.71% 8.44% 0.09x 2.33x ZAC-1.66 Billion
2013 14.53% 99.87% 0.07x 1.96x ZAC1.13 Billion
2014 10.41% 60.92% 0.10x 1.76x ZAC135.78 Million
2015 12.02% 79.65% 0.10x 1.55x ZAC910.55 Million
2016 9.25% 68.69% 0.08x 1.62x ZAC-370.39 Million
2017 6.23% 42.71% 0.09x 1.71x ZAC-2.01 Billion
2018 11.40% 77.89% 0.09x 1.71x ZAC807.34 Million
2019 5.97% 37.53% 0.09x 1.84x ZAC-2.25 Billion
2020 -43.40% -189.13% 0.11x 2.15x ZAC-20.44 Billion
2021 6.96% 38.16% 0.09x 1.93x ZAC-1.19 Billion
2022 17.86% 105.42% 0.09x 1.90x ZAC3.83 Billion
2023 2.79% 14.60% 0.10x 1.91x ZAC-3.75 Billion
2024 7.49% 37.24% 0.10x 1.92x ZAC-1.33 Billion
2025 7.33% 37.50% 0.10x 1.89x ZAC-1.51 Billion

Industry Comparison

This section compares Redefine Properties Ltd's net assets metrics with peer companies in the REIT - Diversified industry.

Industry Context

  • Industry: REIT - Diversified
  • Average net assets among peers: $6,092,630,567
  • Average return on equity (ROE) among peers: 0.13%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Redefine Properties Ltd (RDF) ZAC56.67 Billion 56.64% 0.88x $25.15 Million
aReit Prop Ltd (APO) $913.92 Million -1.01% 0.00x $17.94K
Attacq (ATT) $13.90 Billion 4.53% 0.97x $6.06 Million
Burstone Group Limited (BTN) $14.65 Billion 11.65% 1.13x $3.98 Million
Emira Property Fund (EMI) $7.35 Billion 6.36% 0.81x $3.32 Million
Growthpoint Properties Ltd (GRT) $2.69 Billion -37.36% 22.82x $30.34 Million
Oasis Crescent Property Fund (OAS) $1.08 Billion 7.96% 0.04x $388.09K
Octodec (OCT) $6.42 Billion 3.37% 0.78x $2.07 Million
Rebosis Property Fund Ltd (REA) $3.19 Billion -9.14% 3.24x $91.53K
Rebosis (REB) $4.64 Billion 14.78% 0.69x $91.53K