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SEMDEX closes higher amid strong banking performance

FinRisk InsightsJune 28, 2025

The Stock Exchange of Mauritius closed Friday's session with the SEMDEX at 2,244 points, bouncing back from a dip to 2,171 in mid-June. Total market capitalisation on the Official Market stood at Rs 295 billion, with trading volumes of over 2.2 million shares and Rs 104 million in value traded.

Banking Sector in Focus

SBM Holdings has been among the standout performers, declaring a dividend of Rs 3.45 — a 33% increase year-on-year — with a dividend yield of 7.4%, well above the industry average of 5.5%. The payout is covered by both earnings and cash flows, signalling financial strength.

The broader banking and insurance sector continues to anchor the SEMDEX, with several institutions posting improved dividend yields heading into the second half of 2026.

Market Structure Changes

2026 has been a year of structural evolution for the SEM. Trading hours were extended in April, with the continuous session now running from 9:30 AM to 3:00 PM. The exchange is also planning a move to a T+2 settlement cycle within the next year, aligning Mauritius with global standards.

The SEM also launched SEMX, a new segment designed for high-growth companies, broadening the investment universe for local and international investors.

Leadership Transition

The SEM board confirmed that CEO Sunil Benimadhu will retire by July 2026. His tenure saw the exchange transform from a domestic equity platform into a recognised multi-asset, internationalised exchange with over 255 new securities listed, including 124 from international issuers.

Outlook

With the SEMDEX down approximately 3.5% year-on-year, valuations remain relatively attractive. Investors will be watching the next Monetary Policy Committee meeting closely, as interest rate decisions continue to influence capital allocation between fixed income and equities.

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FinRisk Insights

Editorial Team — FinRisk Insights