ArcelorMittal South Africa Limited (ARCXF) Fair Value & Analysis
Basic Materials · US · Market cap $73.6M
ArcelorMittal South Africa Limited
ARCXF · US
Fair value as of: Jun 26, 2026
From 3 valuation models · updated 26 days ago
Fair value updated Jun 26, 2026, revised from $0.6500 to $0.0729 (−88.8%) since Jun 24, 2026.
Price vs Fair Value (12 months)
12‑month range $0.0490 – $0.1139 · fair‑value band $0.0639 – $0.0811 · the $0.0587 price screens below the $0.0729 fair value. As of Jun 26, 2026.
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ArcelorMittal South Africa Limited (ARCXF) currently trades at $0.0587, while our model-based Fair Value estimate is $0.0729, implying the stock looks roughly 24.2% undervalued today. We read business quality at 37/100 (below-average 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 at a net margin of -8.8%. Revenue declined 5.5% year over year. Net debt stands at $6.6B. Fundamentals as of Jun 26, 2026
Our scenario range runs from $0.0639 (bear case) to $0.0811 (bull case); at $0.0587, the current price sits below that range. The share trades about 48% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 24%, ARCXF screens cheaper than that median.
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 …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ArcelorMittal South Africa Limited reported revenue of $32.1B in FY2025 versus $39.7B in FY2021, a compound −5.2%/yr. Reported net income was −$3.0B in FY2025.
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Similar stocks
10 more Steel stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nucor Corporation N1UE34 | R$110.09 | R$38.41 | -65% |
| ArcelorMittal S.A ARMT34 | R$166.77 | R$110.23 | -34% |
| JSW Steel Limited JSWSTEEL | ₹1,282 | ₹1,113 | -13% |
| Tata Steel Limited TATASTEEL | ₹193.56 | ₹148.08 | -23% |
| Baoshan Iron & Steel Co 600019 | ¥5.74 | ¥6.34 | +10% |
| POSCO Holdings 005490 | 363,000 KRW | 143,097 KRW | -61% |
| Companhia Siderúrgica Nacional, SID | 13,670 ARS | 3,280 ARS | -76% |
| Jindal Steel Limited JINDALSTEL | ₹1,028 | ₹545.12 | -47% |
| Lloyds Metals and Energy Limited LLOYDSME | ₹1,779 | ₹1,314 | -26% |
| SSAB AB SSABA | kr 96.26 | kr 63.08 | -34% |
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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.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.