Professional
Added to YB: 2025-06-09
Pitch date: 2025-04-30
ART.JO [neutral]
Argent Industrial Limited
+34.05%
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 1.5B
Pitch Price
ZAR 24.54
Price Target
N/A
Dividend
4.93%
EV/EBITDA
2.70
P/E
5.48
EV/Sales
0.44
Sector
Building Products
Category
value
Desert Lion Portfolio Holding: Argent Industrial Limited
ART.JO (holding update): Vertically integrated industrial conglomerate across SA, UK & US. New capital allocator since 2019 transformed low-return assets to high-growth, driving 30%+ annual earnings growth & rising ROE. Market wrongly views as 'SA Inc.' cyclical despite global diversification. Trading at <6x P/E with virtually no debt.