Professional
Added to YB: 2025-07-18
Pitch date: 2025-07-16
MT [bullish]
ArcelorMittal S.A.
-4.97%
current return
Author Info
100x Compounding is an investment analyst. I study small cap stocks in left for dead industries with a deep value focus. Sign up for the newsletter.
Company Info
ArcelorMittal S.A., together with its subsidiaries, operates as integrated steel and mining companies in the Americas, Europe, Asia, and Africa.
Market Cap
EUR 25.7B
Pitch Price
EUR 28.16
Price Target
N/A
Dividend
1.64%
Sector
Metals and Mining
Category
growth
SHARMOS CAPITAL PARTNERS: ARCELOR MITTAL (MT)
MT: 2nd largest global steel producer with operations across key growth markets (NA, Brazil, India). Trading at 0.47x P/B, company benefits from raw material integration, N. American energy advantages, and strong demand drivers from infrastructure and renewables. Generating significant FCF ($10B over 3 years) with $1.9B in growth projects by 2027. Mittal family owns 40%, has repurchased 40% of shares.