Executive Overview

Illustrative data

Profitability, cash conversion and decisions requiring action

Executive performance

Illustrative prototype data for July 2026

Revenue

R40.59m

97% of plan

Gross profit

R8.54m

21.0% gross margin

EBITDA contribution

R5.92m

14.6% of revenue

Unbilled revenue

R10.31m

Requires finance action

Cash tied up

R18.10m

Debtors and accruals

Demurrage exposure

R0.62m

R0.43m recoverable

Revenue against budget

Monthly revenue, R millions

Corridor profitability

Revenue, contribution and volume

RBCT Quattro

21.3%

Revenue

R23.71m

Gross profit

R5.06m

Volume

47,700 t

Maputo

19.6%

Revenue

R12.01m

Gross profit

R2.35m

Volume

26,500 t

Eswatini Rail

23.3%

Revenue

R4.87m

Gross profit

R1.13m

Volume

8,400 t

Commercial consignment performance

Revenue, cost and margin at shipment level

ConsignmentCustomerCorridorRevenueDirect costGross profitMarginInvoiceStatus
MAL-2407-001Ubuntu MiningRBCT QuattroR8.58mR6.83mR1.76m20.5%AccruedOn Track
MAL-2407-002Thaba ResourcesMaputoR5.44mR4.32mR1.12m20.5%UnbilledAt Risk
MAL-2407-003Bushveld MineralsEswatini RailR4.87mR3.74mR1.13m23.3%UnbilledDelayed
MAL-2407-004Kopano MetalsRBCT QuattroR10.91mR8.51mR2.40m22.0%InvoicedOn Track
MAL-2407-005Motheo Mining CoMaputoR6.57mR5.34mR1.24m18.8%AccruedAt Risk
MAL-2407-006Limpopo ChromeRBCT QuattroR4.21mR3.31mR0.90m21.4%InvoicedOn Track

Executive action queue

Decisions requiring ownership, deadline and financial impact

4 open
Critical

Approve Maputo recovery plan

Two vessels exposed to berth slippage

Value at risk

R525,000

Owner / due

CEO · Today

High

Authorise Bushveld customer recovery

R340k demurrage requires written acceptance

Value at risk

R340,000

Owner / due

Commercial · 17 Jul

High

Release Thaba supplementary invoice

Completed movement remains unbilled

Value at risk

R5,436,000

Owner / due

Finance · 18 Jul

Medium

Renegotiate Eswatini rail rate

Actual rail rate is 8.4% above contract

Value at risk

R286,000

Owner / due

Operations · 22 Jul