AG Horticulture

Strategic Intelligence Platform

Live Data
Last Updated: 03/10/2026

Executive Overview

Comprehensive strategic intelligence and investment opportunity analysis

+332%

Total Investment

R89.1M

70% Debt / 30% Equity

5-year revenue growth
+14.3pp

Target IRR

24.5%

Base Case Equity Returns

Above 10% hurdle
from -7.2%

EBITDA (2030)

R24.9M

24.5% Margin

Year 1 margin
1,852t

Production Capacity

13.42ha

9.87ha Greenhouse + 3.55ha Shade

Year 5 output
+111%

DSCR (Year 5)

2.85x

Well Above Covenant

vs 1.35x minimum
87%

Export Premium

4.8x

R54.8k vs R11.7k/ton

Export mix by Year 5

Investment Highlights

Proven Protected Horticulture Model

13.42ha climate-controlled production delivering 1,852 tons at full capacity with 95% utilization targeting premium export markets

Strong Export Premium Capture

4.8x pricing differential (R54,800 vs R11,700/ton) with 87% export mix by Year 5 accessing EU and Middle East markets

Clear Path to Profitability

EBITDA positive by Year 2, net profit positive by Year 4, reaching R10.04M by Year 5 with 9.9% margin

Robust Debt Service Coverage

DSCR of 2.85x by Year 5, providing 111% buffer above 1.35x covenant with strong liquidity headroom

Operational Leverage Benefits

Gross margin expansion from 26.9% to 38.0% as fixed costs spread over 332% revenue growth

Scalable Hub Model

Foundation for 10-hub national rollout targeting R1.0B+ revenue by 2035 with proven operational playbook

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