Added to YB: 2026-02-20
Pitch date: 2026-02-18
ART.JO [neutral]
Argent Industrial Limited
+21.15%
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 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.
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