Financial and non-financial key performance indicators

Financial capital 
MATERIAL ASPECT  KPI  TARGET  2020 ACTUAL 
Return on equity  Shareholder returns
and optimal capital structure 
Greater than 15%  (1.5%)
Normalised HEPS (cents) Operational performance  (30) cents 
Gearing**  Debt levels  40% - 60%  13.4% 
Return on invested capital  Capital allocation  Greater than 13%  1% 
Economic profit (EP) Value creation  Positive delta EP  (R2 714m)
Free cash flow before acquisition  Cash generation  Greater than 50% of EBITDA  R3 327m (69% of EBITDA)
Dividends per share  Dividends per share  2.5 - 3 times cover  N/A 
 
** Net debt/equity excluding IFRS 16

 

Human capital 
MATERIAL ASPECT  KPI  TARGET  2020 ACTUAL 
Safety  Number of work-related fatalities Lost-time injury frequency rate (LTIFR)*
Zero
≤ 0.5
Two work-related fatalities 
LTIFR: 0.53 
Group human capital operating model  Active shareholder aligned human capital operating model defined  One BAW human capital operating model principles defined by 30 September 2020  Achieved. Target Operating model principles defined as part of human capital BBS value stream project plan 
Improve employee engagement  Employee engagement index  Baseline set as reference for 2021 improvement  Achieved. One BAW Employee Engagement survey conducted in partnership with Deloitte Best Company to Work for with a resultant baseline of 63.7%. A target of at least 70% has been set for 2021 
Group human capital
technology and digital solutions 
Approval of long term human capital system (Workday) business case and implementation plan  Business case approved by
30 September 2020 
Achieved. Group-wide human capital system business case approved. Workday implementation programme, aptly named PEOPLE1st, has since commenced and launch is planned for November 2021 
Instill a high-performance culture  Percentage employees completing One Barloworld scorecards and performance reviews  90% - 100%  Achieved. 90% - 100% of employees at all levels had performance scorecards and completed performance reviews as required 
Improve management of top talent  Group-wide senior management (Grade 15 and above) talent mobility (strategic, critical and scarce roles)

Employer brand recognition 

Year-on-year talent mobility improvement

Employer brand recognition
awards 

34 senior management employees moved into strategic, critical and scarce roles

Improved employer brand recognition through winning the overall Gender Mainstreaming Champions for 2020 for JSE listed companies. Two other categories were won: Investing in Young Women and Women Empowerment in the Workplace 

Strengthen succession bench  Percentage of strategic, critical and scarce roles (Senior management) with identified successor  70% - 85%




Development plans in place
for all potential successors 

Successors identified for 84% of strategic, critical and scarce roles
at senior management level (Grade 15 and above)

81% of potential successors had development plans in place 

Group wellness programme  Employee wellness programme engagement rate  >10%  15.66% 
Leadership brand  Differentiated and BBS-aligned learning and development
initiatives implemented 
LCF roll-out and embedding  LCF roll-out and embedding and LCF assessments completed for all senior management employees

Roll out of BBS-aligned leadership development to commence in
Q1 of new financial year 


* Lost-time injury frequency rate = (Number of lost-time injuries x 200 000)/hours worked

Limited Assurance over selected FY2020 non-financial indicators by PwC


 

Intellectual capital
MATERIAL ASPECT  KPI  TARGET  2020 ACTUAL 
Barloworld Business System  Divisional implementation
and improved performance in South Africa 
Reduce turnaround times

Increase sales and
reduce inventory 

New potential customers discovered in Customer Retention 

 

Manufactured capital 
MATERIAL ASPECT  KPI  TARGET  2020 ACTUAL 
Brand representation  Number of brands  In line with strategy  34 brands 
Operational footprint  Emerging markets and contiguous  Scale
Managing overheads 
16 countries 

 

Natural capital
MATERIAL ASPECT  KPI  2020 ASPIRATIONAL TARGET - 2015 BASELINE  2020 ACTUAL 
Energy:

  • Non-renewable
  • Renewable
Non-renewable energy* intensity
(GJ/R1 million revenue)
Efficiency improvement
of 10% (43.4)
46% behind target
(Actual: 45.7)
Renewable energy (MWh) Renewable energy consumption of ≥2 000 MWh per annum  72% behind target
(Actual: 556)
Greenhouse gas (GHG) emissions (Scope 1 and 2) GHG emissions intensity
(tCO2e/R1 million revenue)
Efficiency improvement
of 10% (3.8)
15% behind target
(Actual: 3.9)
Water stewardship  Water withdrawal
(municipal sources) intensity
(KL/R1 million revenue)
Efficiency improvement
of 10% (10.8)
Regressed 27% against baseline
(Actual: 12.3)
Waste
(including lifecycle responsibility)
Percentage waste disposed through formal waste management service providers (%) 100% of solid and liquid waste disposed through formal waste management service providers by 2020  Solids 0.4% behind target
(Actual: 99.6%)

Liquids: Achieved Target
(Actual: 100%)


* Excludes energy from rental fleet


Social and relationship capital 
MATERIAL ASPECT  KPI  TARGET  2020 ACTUAL 
Corporate social investment  Investment relative to NPAT  1% NPAT  R16m 
Barloworld Mbewu  Onboarding of social entrepreneurs  30  29 
Khula Sizwe  Fully implemented scheme run and governed independent of Barloworld

Refer here 

Close transaction.

Fully transfer properties

Appoint operational and governance structures 

Transaction effective
1 October 2019

57 properties transferred

R2.4bn