Added to YB: 2026-02-13
Pitch date: 2025-11-30
ART.JO [bullish]
Argent Industrial Limited
+31.21%
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 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
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