Added to YB: 2026-02-13
Pitch date: 2025-11-30
ART.JO [bullish]
Argent Industrial Limited
+8.7%
current return
Author Info
No bio for this author
Company Info
Argent Industrial Limited manufactures and trades in steel and steel-related products in South Africa, Asia, the Middle East, Australia, New Zealand, North America, South America, rest of Africa, the United Kingdom, rest of Europe, and internationally.
Market Cap
ZAR 1.8B
Pitch Price
ZAR 30.56
Price Target
N/A
Dividend
4.03%
EV/EBITDA
3.10
P/E
6.30
EV/Sales
0.51
Sector
Building Products
Category
value
Argent Industrial Limited - $ART.JO
ART.JO: Industrial rollup @ 5.7x P/E, 13.6% FCF yield, 28% ROC. FCF compounded 18% over 10yrs. Shifted from SA to UK acquisitions (50% rev now overseas), sold underperforming assets, bought back 44% shares FY16-25. Recent acquisition @ 4.9x P/E. Buyback resumes @ 3.3x ex-cash P/E (18% drop needed). Risks: small deal flow, SA/UK instability, tariffs
Read full article (4 min)