Added to YB: 2026-02-20
Pitch date: 2026-02-18
ART.JO [neutral]
Argent Industrial Limited
-0.33%
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, 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 33.33
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 | My portfolio (February 2026) - Argent Industrial Limited
ART.JO (holding update): Global diversified serial acquirer, 24 manufacturing cos, 5-15% rev growth, 10-30% EPS growth since 2017. 70% income ex-SA, shifting to higher-margin biz. 35% market cap in cash, 14% FCF yield. 6.9x P/E, 3.4x EV/EBITDA, 1x P/B. Deep value+growth. Risks: FX, M&A execution, cyclicality, key person dependency.
Read full article (1 min)