Kaya Biz

Santam Holds 8.1% Margin Despite R1.5bn Weather Losses

Santam delivered a solid half‑year performance with 10% GWP growth, a 6% rise in Net Earned Premium, and an 8.1% underwriting margin — despite R1.5 billion in catastrophe losses. CEO of Santam Partner Solutions, Gugu Mtetwa, unpacks the risk environment, device insurance growth, pricing discipline, and the Group’s FutureFit 2030…

3 Sep 1PM 17 min

PMI Falls Again: What’s Behind SA’s Manufacturing Slump?

South Africa’s manufacturing sector slipped further in August, with the Absa PMI dropping to 45.8 — the fourth consecutive monthly decline and the lowest reading this year. Absa Economist Sello Sekele explains the drivers behind the contraction, the role of weak export sales, and what the latest data signals for…

3 Sep 1PM 10 min

Gore on Discovery’s 34% Earnings Surge

Discovery delivered one of its strongest sets of results yet, with headline earnings up 34% and Discovery Bank swinging from a R68 million loss to a R370 million profit. CEO Adrian Gore breaks down the Bank’s new strategic phase, the global expansion of the Vitality model, and how behavioural economics…

3 Sep 1PM 10 min

Motus drives Double-Digit FY2026 growth on SA Sales Boom

Motus CFO Brenda Baijnath breaks down the group’s strong FY2026 performance: HEPS up 15%, operating profit up 4% to R7.9bn, and more than 220 000 vehicles sold across SA, the UK and Australia. She explains Motus’ big bet on Chinese brands, the strength of the SA market, and how the…

2 Sep 1PM 14 min

Cashbuild 2026 Headline Earnings dip on Strain in SA DIY Market

Cashbuild COO Shane Thoresson unpacks the retailer’s latest results: revenue up 6% to R12.1bn, stronger gross margins, and continued store investment — but headline earnings down 8% as consumers trade down and the Malawi disposal weighs on profit. A clear snapshot of how South Africans are spending on home maintenance…

2 Sep 1PM 12 min

Kaya Biz live crossing: Kenya & South Africa Look to Deepen Economic Ties

Kaya 959 News reporter Katleho Sekhoto joins us from Homa Bay, Kenya, to unpack the growing relationship between South Africa and Kenya. She looks at trade and investment opportunities, people-to-people ties and the deeper strategic partnerships discussed during President William Ruto’s June visit to South Africa.

2 Sep 1PM 9 min

ETFSA’s Starter Pack Explained with Mike Brown

ETF pioneer Mike Brown joins Kaya Biz to unpack ETFSA’s Starter Pack — a simple, accessible way for South Africans to begin investing with small amounts. He explains why starting early matters, why passive ETFs outperform over time, and how ETFSA’s Investor Hub supports first‑time investors building long‑term wealth.

2 Sep 1PM 14 min

Sasol annual profits rise, helped by improved production and stronger oil prices

Sasol CEO Simon Baloyi unpacks a decisive year of delivery: adjusted EBITDA up 17% to R61bn, EBIT up 37%, stronger production at Secunda, and net debt down to US$3.3bn. We explore cost discipline, geopolitical shocks, refining margin tailwinds, renewable energy expansion, and why dividends remain on hold until net debt…

1 Sep 1PM 14 min

South Africa’s Wills Gap: Why 65% Still Have No Will

Advocate Sankie Morata unpacks the Sanlam Legacy 2026 Wills Survey — revealing why 65% of South Africans still don’t have a will, despite deep family responsibility and growing intergenerational financial pressure. We explore behavioural barriers, cultural silence, liquidity risks, executor challenges, and what it takes to turn awareness into action.

1 Sep 1PM 22 min

Shoprite’s R270bn Year: Pieter Engelbrecht on Growth, Value & Execution

Shoprite CEO Pieter Engelbrecht takes us inside a year of strong growth — R270.8bn in merchandise sales, 232 net new stores, 5,491 new jobs, and Sixty60’s explosive 34.5% surge to R25.5bn. We unpack price deflation at Shoprite and Usave, Checkers’ premium push, Petshop Science’s 74.5% boom, and strategic acquisitions including…

1 Sep 1PM 12 min

Brimstone 2026 Interim Heps climb 4% on Portfolio Resilience

Brimstone CEO Mustaq Brey unpacks the Group’s latest results including a 4% rise in headline earnings, an 11.7% jump in INAV, and a massive 76.5% surge in cash dividends received. We explore the performance of key assets like Sea Harvest, Oceana, Aon Re Africa and the FPG Property Fund, and…

1 Sep 12PM 9 min

Rainbow’s R2bn Annual Turnaround

Rainbow COO Wouter de Wet breaks down a standout year: 101% EBITDA growth, stronger agricultural performance, lower feed costs, and a doubling of margins. We explore operational discipline, product mix optimisation, biosecurity, and the next phase of Rainbow’s growth strategy.

31 Aug 1PM 12 min

Eskom Records 2026 Profit Surge to R30bln

Eskom CFO Calib Cassim discusses the utility’s R30.3bn profit, improved generation performance, reduced diesel use, stronger liquidity, and the first credit‑rating upgrade in over a decade. We also tackle municipal debt, declining demand and the road from recovery to transformation.

31 Aug 1PM 15 min

Bidvest’s Cash‑Powered Comeback as FY’2026 Heps & Dividend Climbs 6%

Bidvest CEO Mpumi Madisa unpacks a powerful FY2026 performance: R130bn in revenue, R13.1bn trading profit, a 17% surge in cash generation, and margin expansion across every division. We explore the Group’s disciplined capital allocation, port terminal investments, and the strategic momentum driving Bidvest into FY2027.

31 Aug 12PM 10 min

IDC Swings to a FY Loss of R4.6bln on Subsidiary Pressure

The Industrial Development Corporation released its 2026 financial results, showing R17 billion disbursed, R28 billion mobilised in co‑funding, and R2.3 billion in Company-level profit, despite a challenging industrial environment marked by weak fixed investment, global trade uncertainty, and pressure on export-oriented sectors. There remains pressure at headline level as it…

27 Aug 1PM 13 min

It’s My House: SA’s Property Boom: Risks, Reality & Buyer Protection

Cyn Mac Properties’ Matome Machaba unpacks South Africa’s booming property market from first‑time buyer surges and semigration trends to rising fraud, hijacked buildings and affordability pressures. He explains the need for a national fraud registry, the impact of the PIE Amendment Bill, and the practical steps buyers must take to…

27 Aug 1PM 13 min

Clicks Taps Into South Africa’s Township Economy

Clicks CEO Bertina Engelbrecht breaks down the launch of KwaMakhi a new township‑focused retail format designed for high‑density, lower‑income communities. She explains why Clicks is expanding beyond traditional malls, how KwaMakhi differs from standard stores, and what this means for healthcare access in areas like Alexandra, Soweto, Tembisa and Khayelitsha.

27 Aug 12PM 10 min

Grindrod’s Record Volumes & Rail Future: CEO Kwazi Mabaso on H1 2026

Grindrod CEO Kwazi Mabaso unpacks the Group’s strong interim performance — including record 8.4 million tonnes at the Port of Maputo, a 52% surge in EBITDA, and resilient drybulk throughput across SA terminals. We explore safety improvements, logistics challenges, locomotive redeployment, and major strategic projects like the Matola expansion and…

27 Aug 12PM 14 min

Real Salaries Lift — But Households Still Under Pressure

July brought rare relief as nominal net salaries edged up to R21,642 and real salaries improved for the first time in nine months. But with year‑to‑date salary growth at just 1.6% and real earnings still 2.2% below last year, households remain stretched. Elize Kruger breaks down wage trends, inflation dynamics,…

26 Aug 1PM 10 min

Inside Absa’s Tech Leap: AI, Speed & 99.97% Reliability

Absa’s digital transformation is delivering real‑world outcomes: SME account‑opening times have collapsed from two days to under 30 minutes, credit decisioning now takes just four hours, and AI is reshaping customer service, debt review and employee productivity. Johnson Idesoh unpacks how Absa achieved 99.97% availability, boosted Rewards membership by 430,000,…

26 Aug 12PM 15 min