ArcelorMittal South Africa Limited (ACL) Fair Value & Analysis
Basic Materials · ZA · Market cap 1.6B ZAC
Fair value as of: Jun 26, 2026
From 3 valuation models · updated 3 days ago
Price vs Fair Value (12 months)
12‑month range R0.9000 – R1.74 · fair‑value band R9.83 – R14.79 · the R1.30 price screens below the R12.31 fair value. As of Jun 26, 2026.
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ArcelorMittal South Africa Limited (ACL) currently trades at R1.30, while our model-based Fair Value estimate is R12.31 — implying the stock looks roughly 846.9% undervalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low) — always confirm before acting.
Over the trailing twelve months, ArcelorMittal South Africa Limited generated revenue of 34.2B ZAR at a net margin of -8.8%. Revenue declined 5.5% year over year. Net debt stands at 6.7B ZAR. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
ArcelorMittal South Africa Limited manufactures and sells steel products in South Africa and internationally. It operates through Steel Operations and Non-Steel Operations segments. The company offers flat steel products, such as hot rolled plate, hot rolled coil " pickled and oiled, cold rolled coil, galvanized coil, color coil, and electrogalvanized coil; light bay and heavy bay steel castings; long steel products including fencing profiles, forgings, heavy structural sections, hexagon bars, hollow bars, mining bars, rails, reinforcing/Y bars, round and square bars, special profiles, window sections, wire rods, and billets and blooms; and hot rolled and cold drawn seamless tube products. It also produces commercial coke and commercial grade coal. The company serves agricultural, armament, automotive, bolt and nut, chains, construction, engineering, furniture and appliance, mining, packaging, piping, renewable energy, roofing and cladding, and tubing industries. ArcelorMittal South…
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ArcelorMittal South Africa Limited reported revenue of R32.3B in FY2025 versus R39.7B in FY2021, a compound −5.0%/yr. Reported net income was −R2.9B in FY2025.
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Similar stocks
6 more Steel stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Tata Steel Limited TTST | $22.20 | $11.06 | -50% |
| Nucor Corporation NUE | $244.93 | $116.05 | -53% |
| ArcelorMittal S.A ARMT34 | R$172.80 | R$119.18 | -31% |
| JSW Steel Limited JSWSTEEL | ₹1,270 | ₹1,007 | -21% |
| Baoshan Iron & Steel Co 600019 | ¥5.74 | ¥6.34 | +10% |
| POSCO Holdings 005490 | 322,000 KRW | 155,270 KRW | -52% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.