Nutritional Holdings Limited (JSE:NUT)

Thuli Mashaba
Non-Exec Director
Market Cap (AUD): 167.43M
Sector: Health Care
Last Trade (AUD): 0.25 +0 (+0%)
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1. About

Nutritional Holdings Limited (JSE:NUT) is an investment holding company with interests in the manufacture, marketing and distribution of staple dry foods, cannabis infusions, oils, extracts and related edibles.

The group operates through Nutritional Foods, a manufacturer of staple dry foods for customers in the lower income LSM 3-6 market segment and whose products are aimed primarily at mass feeding and contract manufacturing. Nutritional Foods brands include Sungold, Funa, Nutrivite, Mealie Man and Super8.

Nutritional Holdings’ vision is to cement its position as a bulk manufacturer of staple dry foods, to fight malnutrition and tackle food security in the lower income sections of the population of southern Africa. Nutritional Holdings operates in a competitive industry with its revenues being well diversified by product mix, geography as well as urban and rural spread. The Group has an established manufacturing base and distribution network in Southern Africa. This, coupled with the extensive capital outlay required to replicate its operations, makes for high barriers of entry for potential competitors.

The strategy of the Group is to:

  • Increase manufacturing capacity to capitalise on the strong growth in consumer spending in Southern Africa;
  • Step up innovation, new product development and leverage existing brands into new categories, as well as developing new brands;
  • When appropriate, acquire brands which will complement its current businesses to increase critical mass or provide access to new markets, technologies or distribution channels; and
  • Diversify the Company’s production capabilities to include contract manufacturing for third parties and the inclusion of Cannabis-infused products.

2. Business model

3. Strategy

4. Markets

5. Competition

6. History

7. Team

8. Financials

9. Risk