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Hudaco Industries Limited (HDC) Fair Value & Analysis

Industrials · ZA · Market cap 5.5B ZAC

HI Hudaco Industries Limited HDC · JSE
PriceR194.49
Fair ValueR425.35
Upside+118.7%
Quality66/100
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Evidence: Medium Range R319.02 – R531.69

Fair value as of: Jul 13, 2026

From 26 valuation models · updated 3 days ago

Share price −0.5% over the past month.

Price vs Fair Value (12 months)

R226.83 R176.26 Fair Value R425.35 Jul 2025 Jul 2026

12‑month range R176.26 – R226.83 · fair‑value band R319.02 – R531.69 · the R194.49 price screens below the R425.35 fair value. As of Jul 13, 2026.

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Analysis

Hudaco Industries Limited (HDC) currently trades at R194.49, while our model-based Fair Value estimate is R425.35, implying the stock looks roughly 118.7% undervalued today. We read business quality at 66/100 (solid quality), in the Industrials 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: medium), always confirm before acting.

Over the trailing twelve months, Hudaco Industries Limited generated revenue of 8.7B ZAR at a net margin of 6.6%. Revenue grew 10.6% year over year. It earns a return on equity of 17.0%. Net debt stands at 1.3B ZAR. Fundamentals as of Jul 13, 2026

Our scenario range runs from R319.02 (bear case) to R531.69 (bull case); at R194.49, the current price sits below that range. For context, the median of 10 Industrials peers we cover trades at -43% fair-value upside, at 119%, HDC screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 9.1B ZAC
Revenue growth (YoY) +8.4%
Net margin 5.3%
Return on equity 17.3%
Free cash flow 948M ZAC FY2025
P/E ratio 9.7
More key figures
Operating margin 11.5%
EPS (TTM) R19.82
Dividend yield 0.1%
EPS growth (YoY) -33.1%
Net debt 1.3B ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 13, 2026. TTM = trailing twelve months.

About the company

Hudaco Industries Limited imports and distributes automotive, industrial, and electronic consumable products in South Africa and internationally. It operates in two segments, Consumer-Related Products and Engineering Consumables. The Consumer-Related Products segment distributes clutch kits, automotive ignition leads, oil and hydraulic seals, wheels, brake and clutch hydraulics, mountings, bushes, hydraulic repair kits, cylinders, hoses, CV joints, wheel hubs, suspension components, and vehicle components to the automotive and industrial after-market; batteries, chargers, and related battery management equipment, as well as battery bays; power tools, marine engines, survey instruments, and fasteners; and wireless and data networking, VoIP, and physical security solutions. It also distributes intrusion detection, surveillance, access control, and fire detection equipment; two-way radios and satellite communications; solar power and storage solutions for commercial, industrial and …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hudaco Industries Limited reported revenue of R8.7B in FY2025 versus R7.3B in FY2021, a compound +4.8%/yr. Reported net income was R575M in FY2025, compounding +3.6%/yr from FY2021.

Revenue +4.8%/yr
FY21 R7.3B
FY22 R8.2B
FY23 R8.9B
FY24 R8.4B
FY25 R8.7B
Net income +3.6%/yr
FY21 R499M
FY22 R596M
FY23 R611M
FY24 R506M
FY25 R575M

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Cite: Fair Value Calculator (2026). "Hudaco Industries Limited Fair Value". https://www.fairvalue-calculator.com/stock/HDC.JSE

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Frequently asked questions

Is Hudaco Industries Limited (HDC) undervalued?
As of Jul 13, 2026, our model estimates a fair value of R425.35 versus a price of R194.49, about +119% (undervalued). Model-based estimate, not financial advice.
What is the fair value of HDC?
Our model-based fair value for Hudaco Industries Limited is R425.35 (as of Jul 13, 2026), built from audited fundamentals. The current price is R194.49.
What is the quality score of HDC?
Hudaco Industries Limited has a Quality Score of 66/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Hudaco Industries Limited (HDC)?
Hudaco Industries Limited reported trailing-twelve-month revenue of about 8.7B ZAR (latest available figure, as of Jul 13, 2026).
What is the net profit margin of HDC?
The net profit margin of Hudaco Industries Limited is about 6.6%, meaning it keeps roughly 6.6% of revenue as net income. Based on the latest reported figures.
Does Hudaco Industries Limited pay a dividend?
Hudaco Industries Limited currently shows a dividend yield of about 0.06% relative to its recent price (as of Jul 13, 2026).

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.