Lewis Group Management

Management criteria checks 2/4

Lewis Group's CEO is Johan Enslin, appointed in Oct 2009, has a tenure of 14.5 years. total yearly compensation is ZAR28.46M, comprised of 19.4% salary and 80.6% bonuses, including company stock and options. directly owns 1.39% of the company’s shares, worth ZAR32.05M. The average tenure of the management team and the board of directors is 7 years and 6.8 years respectively.

Key information

Johan Enslin

Chief executive officer

R28.5m

Total compensation

CEO salary percentage	19.4%
CEO tenure	14.5yrs
CEO ownership	1.4%
Management average tenure	7yrs
Board average tenure	6.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Johan Enslin's remuneration changed compared to Lewis Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2023	n/a	n/a	R394m
Jun 30 2023	n/a	n/a	R401m
Mar 31 2023	R28m	R6m	R407m
Dec 31 2022	n/a	n/a	R433m
Sep 30 2022	n/a	n/a	R457m
Jun 30 2022	n/a	n/a	R470m
Mar 31 2022	R22m	R5m	R483m
Dec 31 2021	n/a	n/a	R484m
Sep 30 2021	n/a	n/a	R484m
Jun 30 2021	n/a	n/a	R459m
Mar 31 2021	R11m	R5m	R433m
Dec 31 2020	n/a	n/a	R313m
Sep 30 2020	n/a	n/a	R194m
Jun 30 2020	n/a	n/a	R188m
Mar 31 2020	R14m	R4m	R182m
Dec 31 2019	n/a	n/a	R256m
Sep 30 2019	n/a	n/a	R330m
Jun 30 2019	n/a	n/a	R320m
Mar 31 2019	R10m	R5m	R310m
Dec 31 2018	n/a	n/a	R291m
Sep 30 2018	n/a	n/a	R272m
Jun 30 2018	n/a	n/a	R268m
Mar 31 2018	R4m	R4m	R264m

Compensation vs Market: Johan's total compensation ($USD1.50M) is above average for companies of similar size in the ZA market ($USD319.38K).

Compensation vs Earnings: Johan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Johan Enslin (49 yo)

14.5yrs

Tenure

R28,463,000

Compensation

Mr. Johan Enslin has been Chief Executive Officer and Executive Director of Lewis Group Limited since October 1, 2009. Mr. Enslin served as the Chief Operating Officer of Lewis Group Ltd. since April 1, 20...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Johan Enslin	CEO & Executive Director	14.5yrs	R28.46m	1.39% ZAR 32.0m
Jacques Bestbier	CFO, Debt Officer & Executive Director	6yrs	R17.19m	0.41% ZAR 9.5m
Rinus Oliphant	Operations Director	7yrs	no data	no data
Marc Alexander	General Manager of Risk & Compliance	7.6yrs	no data	no data
Gary Nuttal	Marketing Manager	no data	no data	no data
Waleed Achmat	Human Resources Director	6.9yrs	no data	0.063% ZAR 1.4m
M.O Gibbons	Company Secretary	1.8yrs	no data	no data

7.0yrs

Average Tenure

49yo

Average Age

Experienced Management: LEW's management team is seasoned and experienced (7 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Johan Enslin	CEO & Executive Director	14.5yrs	R28.46m	1.39% ZAR 32.0m
Jacques Bestbier	CFO, Debt Officer & Executive Director	6yrs	R17.19m	0.41% ZAR 9.5m
Daphne Motsepe	Independent Non-Executive Director	6.8yrs	R1.09m	no data
Hilton Saven	Independent Non-Executive Chairman	19.8yrs	R1.33m	0.012% ZAR 283.3k
Fatima Abrahams	Lead Independent Director	18.6yrs	R993.00k	no data
Robert Shaw	Non-Executive Director of Monarch Insurance Company	no data	no data	no data
Tapiwa Njikizana	Independent Non-Executive Director	4.7yrs	R737.00k	no data
Adheera Bodasing	Non-Executive Director	6.8yrs	R737.00k	no data
Brendan Deegan	Independent Non-Executive Director	1.7yrs	R461.00k	no data

6.8yrs

Average Tenure

61yo

Average Age

Experienced Board: LEW's board of directors are considered experienced (6.8 years average tenure).

Lewis Group Management

Management criteria checks 2/4

Key information

Recent management updates

Lewis Group Limited, Annual General Meeting, Oct 18, 2024

Changes Lewis Group Limited Announces Committee Changes

Lewis Group Limited Announces the Resignation of Fatima Abrahams as an Independent Non-Executive Director from the Audit Committee

Human Resources Director recently sold R665k worth of stock

CEO & Executive Director recently sold R16m worth of stock

Human Resources Director recently sold R698k worth of stock

Recent updates

Coronation Asset Management Proprietary Ltd. acquired additional unknown minority stake in Lewis Group Limited (JSE:LEW).

Lewis Group Limited to Report Fiscal Year 2024 Results on May 30, 2024

Upcoming dividend of R2.00 per share at 9.8% yield

First half 2024 earnings released: EPS: R3.55 (vs R3.46 in 1H 2023)

Lewis Group Limited, Annual General Meeting, Oct 18, 2024

Changes Lewis Group Limited Announces Committee Changes

Lewis Group Limited Announces the Resignation of Fatima Abrahams as an Independent Non-Executive Director from the Audit Committee

Peresec Prime Brokers (Pty) Ltd acquired a 10.44% stake in Lewis Group Limited (JSE:LEW).

Human Resources Director recently sold R665k worth of stock

Upcoming dividend of R2.18 per share at 11% yield

New minor risk - Insider selling

CEO & Executive Director recently sold R16m worth of stock

Full year 2023 earnings released: EPS: R6.89 (vs R7.31 in FY 2022)

Lewis Group Limited Announces Final Cash Dividend in Respect of the Year-Ended 31 March 2023, Payable on 24 July 2023

Human Resources Director recently sold R698k worth of stock

Insufficient new directors

Upcoming dividend of R1.95 per share

Lewis Group Limited to Report Fiscal Year 2023 Results on Jun 30, 2023

Upcoming dividend of R2.18 per share

Full year 2022 earnings released: EPS: R7.31 (vs R5.76 in FY 2021)

Lewis Group Limited to Report Fiscal Year 2022 Results on May 26, 2022

Lewis Group Limited Announces Executive Changes

Lewis Group Limited Announces Resignation of Ntokozo Makomba as Company Secretary, with Effect from April 30, 2022

Upcoming dividend of R1.95 per share

First half 2022 earnings: Revenues and EPS in line with analyst expectations

Lewis Group Limited Announces Update on Impact of Civil Unrest

Upcoming dividend of R1.95 per share

LSV Asset Management acquired an additional unknown stake in Lewis Group Limited (JSE:LEW).

Full year 2021 earnings released: EPS R5.76 (vs R2.32 in FY 2020)

Investor sentiment improved over the past week

New 90-day high: R27.74

New 90-day high: R25.20

Market bids up stock over the past week

Lewis Group Limited, Annual General Meeting, Oct 22, 2021

Market bids up stock over the past week

New 90-day high: R18.60

Market bids up stock over the past week

An unknown buyer acquired 9.41% stake in Lewis Group Limited (JSE:LEW) from JP Morgan Equities South Africa (Pty) Ltd.

An unknown buyer acquired stake in Lewis Group Limited (JSE:LEW).

Lewis Group Limited Appoints Jacques Bestbier as Debt Officer

Lewis Group Limited(JSE:LEW) dropped from S&P Global BMI Index

New 90-day high - R18.50

Upcoming Dividend of R0.65 Per Share

Human Resources Director recently sold R742.1k worth of stock

Earnings released

New 90-day low - R12.22

Lewis Group Limited to Report Fiscal Year 2020 Results on Aug 25, 2020

New 90-day low - R12.81

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age