New Seasons Investment Fund is an open ended private equity investment fund focusing on empowering medium-sized enterprises across various industry verticals in South Africa.

New Seasons Investment Fund

Helios Investment Partners is a private equity and venture capital firm that has been exclusively investing in Africa since 2004. The company focuses on bridging international capital and know-how to African talent and enterprise, with a strong emphasis on small infrastructure solutions for Africa in sectors such as energy, retail, and banking.

Fope Adelowo

Temitope Lawani

Babatunde Soyoye

Helios Investment Partners

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.

KKR & Co. Inc.

QUINCAP Investment Partners advises exclusively Blackstone managed funds on commercial real estate transactions in Germany.

Metric
Company Name	New Seasons Investment Fund	Helios Investment Partners	KKR & Co. Inc.	QUINCAP Investment Partners
Symbol			KKR
MSH ID	ZA:CO:NEWSEASONS	COM:HELIOSINVESTMENT	COM:KKR	COM:QUINCAP
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services	Financial Services & Finance
Industry	Investment Management	Private Equity and Venture Capital	Asset Management	Real Estate
Country	ZA		US	DE
Stage
Employee Count		11	4.49K
Website	newseasons.co.za	heliosinvestment.com	kkr.com	quincap.com
LinkedIn			kkr
Founders

Metric
Market Cap		97.13B
Enterprise Value
Monthly Web Traffic	8.15K	349.45K
Web Traffic Growth	-0.27	-0.18
Valuation
Raised Capital		583.15M

Metric
Revenue			14.32B
Revenue (LTM)
Revenue (NTM)
Gross Profit			4.86B
EBITDA			5.57B
Operating Income			10.34B
Net Income			3.73B
EPS			4.24
Diluted EPS			4.09
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			0.71
Operating Profit Margin			0.27
EBITDA Margin			0.39
Net Profit Margin			0.23
Return on Equity			0.19
Return on Assets			0.01
Return on Capital Employed			0.02

CO

ZA:CO:NEWSEASONS

New Seasons Investment Fund

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			29.68
P/B Ratio			3.74
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			5.45
EV Multiple			16.92

Metric
Days Sales Outstanding			867.68
Days Payables Outstanding			123.64
Days Inventory Outstanding			2.14K
Operating Cycle			3.04K
Cash Conversion Cycle			2.92K
Asset Turnover			0.07

Metric
Operating Cash Flow			-1.49B
Free Cash Flow			-1.60B
Cash Flow to Debt			0.18
Operating Cash Flow/Sales			0.38
Free Cash Flow Yield			-0.04

Metric
Cash & Equivalents			20.35B
Accounts Receivable
Inventory			52.52B
Goodwill			1.06B
Debt to Capitalization			0.70
Debt to Assets			0.16
Current Ratio			4.09
Quick Ratio			19.45

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.05
R&D to Revenue
SG&A to Revenue			0.21