Professional
Added to YB: 2025-08-01
Pitch date: 2025-06-30
ART.JO [neutral]
Argent Industrial Limited
+24.35%
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 26.46
Price Target
N/A
Dividend
4.93%
EV/EBITDA
2.70
P/E
5.48
EV/Sales
0.44
Sector
Building Products
Category
growth
Desert Lion Portfolio Holding: Argent Industrial Limited
ART.JO (holding update): Industrial conglomerate trading ex-cash P/E <4x despite 30% 6yr EPS CAGR. 78% of earnings from UK/US, not SA. Strong cash conversion >100%, debt-free with surplus cash. 43% of shares repurchased at deep discounts. Dividends reinstated, ROE trending up. 12.5% EPS growth with more ahead.
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