Added to YB: 2026-01-20
Pitch date: 2026-01-17
ART.JO [neutral]
Argent Industrial Limited
+20.57%
current return
Author Info
Gustav is Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Sign up for the newsletter.
Company Info
Argent Industrial Limited manufactures and trades in steel and steel-related products in South Africa and internationally.
Market Cap
ZAR 1.8B
Pitch Price
ZAR 33.26
Price Target
N/A
Dividend
4.03%
EV/EBITDA
3.10
P/E
6.30
EV/Sales
0.51
Sector
Building Products
Category
value
Gustav Portfolio Deep Dive: Argent Industrial Limited
ART.JO (holding update): Global manufacturing serial acquirer trading at 7x P/E, 3.3x EV/EBITDA, 1x P/B with 30%+ market cap in cash, 15%+ FCF yield. Consistent 5-15% rev/EPS growth. Risks: FX exposure (70%+ income outside SA), acquisition execution, cyclicality, low mgmt ownership.
Read full article (1 min)