Kaya Biz

El Niño Returns: Why SA Agriculture Is Ready

El Niño is back — but unlike previous drought cycles, South Africa enters the 2026/27 season with record soil moisture, dam levels at 95.5%, improved grain stocks and strong veld conditions. Absa AgriBusiness’ Loffie Brandt explains why the sector is better positioned, what risks remain, how rainfall timing and extreme…

14 Sep 2PM 9 min

Google SA on Practical AI Adoption

Ahead of the Nedbank IMC, Google SA’s Kabelo Makwane explains why many organisations remain stuck in AI pilot mode — and what separates those extracting measurable value. He breaks down leadership mindset, organisational readiness, responsible adoption, and how marketers can use AI to drive customer value, personalisation and growth.

14 Sep 1PM 21 min

DBSA Delivers R7.8bn Profit: Inside the Numbers

The DBSA has posted one of its strongest financial performances in recent years — net profit up 47% to R7.8bn, operating income up 21.7%, and disbursements rising to R20.7bn. But the picture includes rising NPLs, higher expected credit losses and liquidity pressure. CEO Boitumelo Mosako unpacks the drivers behind the…

14 Sep 12PM 19 min

Lesaka Turns Profitable: FY2026 Milestone Explained

Lesaka Technologies has delivered a landmark FY2026 performance — meeting or exceeding every guidance metric, surpassing the top end of its Adjusted EPS range, and achieving full‑year net profitability for the first time since its 2022 rebrand. Net Revenue rose 20%, Adjusted EBITDA climbed 41%, and Adjusted Earnings surged 229%…

10 Sep 1PM 14 min

FirstRand Delivers Record Dividend Despite UK Provision Hit

FirstRand has posted a resilient full‑year performance for June 2026, delivering the highest dividend payout in its history despite a sizeable UK motor commission provision. Underlying operations remain strong: FNB and RMB posted double‑digit profit growth, continuing operations delivered 13% earnings growth, and ROE reached 24.9%. CEO Mary Vilakazi explains…

10 Sep 1PM 14 min

New Business Surges as Sanlam Stays on 2026 Track

Sanlam has released its interim results for 2026, revealing strong underlying momentum beneath severe weather‑related claims and softer shareholder investment returns. New business climbed 22% to R224 billion, net client cash flows surged 64% to R78 billion, and core earnings held steady despite large loss events across South Africa and…

10 Sep 12PM 18 min

ACSA Delivers Double‑Digit Revenue Growth as Travel rebounds

Airports Company South Africa reported 11.6% revenue growth in FY2025/26, driven by rising passenger volumes, improved trading conditions and a strong diversification strategy. ACSA’s CFO Luzuko Mbotya joins Kaya Biz to unpack the financial performance, cost management, infrastructure investment, and the shift toward airports as economic, digital and energy hubs…

9 Sep 1PM 13 min

Tax‑Free Wealth: The Power of TFSAs & ETFs

Many South Africans believe investing requires large sums — but time, consistency and tax‑free compounding matter far more. ETFSA’s Wendy Hlatshwayo explains how Tax‑Free Savings Accounts work, why ETFs are ideal inside them, and how ordinary earners can build long‑term wealth through simple, diversified investing. A practical, jargon‑free guide to…

9 Sep 1PM 16 min

Growthpoint FY’2026 DIPS climbs 4.3% South Africa Portfolio Performance\

Growthpoint Properties delivered a stronger FY26 performance, with distributable income per share up 4.3%, Group LTV down to 38.7%, and total assets rising to R160.1bn. The REIT continues reshaping its SA portfolio — trimming office exposure, expanding logistics, and modernising retail — while the V&A Waterfront delivered standout income growth…

9 Sep 1PM 20 min

GDP Contracts 0.2%: Ninety One on SA’s Growth Pulse

South Africa’s GDP contracted 0.2% in Q2 2026, confirming a weak quarter driven by declines in trade, manufacturing and mining. Ninety One’s Vivienne Taberer joins us to unpack the sector‑level drivers, the agricultural volatility behind forecast differences, and the implications of rising imports and soft investment. She also explains the…

8 Sep 1PM 11 min

Medical Schemes Under Pressure: HFA’s SOMS Report Explained

The Health Funders Association has released its inaugural State of Medical Schemes Report, revealing rising affordability pressures, ageing risk pools, and escalating healthcare costs — but also the immense value medical schemes provide. HFA CEO Thoneshan Naidoo breaks down the data behind catastrophic claims, oncology trends, long hospital stays, and…

8 Sep 1PM 22 min

New Leadership at naamsa: Dr Mncane Mthunzi Sets the Agenda

South Africa’s automotive industry is undergoing seismic change — from NEVs to global supply‑chain shifts. Newly appointed naamsa CEO Dr Mncane Mthunzi joins Kaya Biz to unpack his leadership priorities, the organisation’s strategic direction, and how South Africa can compete for investment, technology and skills in a rapidly evolving global…

8 Sep 1PM 18 min

Old Mutual posts 21% Sales Surge but warns of Second‑Half Moderation

Old Mutual’s interim results show a mixed picture: 21% sales growth, improved value of new business, but lingering concerns about moderation in the second half. Group CFO Casper Troskie unpacks the drivers behind the 11% rise in results from operations per share, the 40‑cent interim dividend, and the newly approved…

8 Sep 12PM 18 min

From Stoep to Scale: Legends Barber’s Business of Impact

Ahead of the Nedbank IMC Conference, Legends Corporation CEO Sheldon Tatchell joins Kaya Biz to discuss how he built Legends Barber from a single chair in Eldorado Park into a multi‑country African grooming brand. We explore the tension between scale and community, how skills development and job creation became competitive…

7 Sep 2PM 19 min

Sun International reports Hospitality Resilience as Interim Revenue grows 7.7%

Sun International CEO Ulrik Bengtsson unpacks the group’s latest interim results, revealing a return to growth in land‑based casinos for the first time in three years, strong hospitality performance, and explosive momentum in Sunbet — now contributing 24% of group EBITDA. We explore consumer behaviour in a high cost‑of‑living environment,…

7 Sep 1PM 8 min

African Rainbow Minerals FY’2026 Headline earnings jumps 19%

ARM CEO Phillip Tobias joins Kaya Biz to break down the group’s 2026 financial results — headline earnings up 19%, revenue up 25%, and net cash up 54% to R10.2bn. We unpack the contrasting performance across PGMs, iron ore, manganese and coal, the strategic approvals of Bokoni and Nkomati, and…

7 Sep 12PM 16 min

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