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Mpact Limited (MPT) Fair Value & Analysis

Consumer Cyclical · ZA · Market cap 3.0B ZAC

ML Mpact Limited MPT · JSE
PriceR19.62
Fair ValueR38.82
Upside+97.9%
Quality88/100
Evidence: Medium Range R33.61 – R70.95

Fair value as of: Jun 26, 2026

From 25 valuation models · updated 3 days ago

Share price −3.4% over the past month.

Price vs Fair Value (12 months)

R28.33 R18.80 Fair Value R38.82 Jun 2025 Jun 2026

12‑month range R18.80 – R28.33 · fair‑value band R33.61 – R70.95 · the R19.62 price screens below the R38.82 fair value. As of Jun 26, 2026.

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Analysis

Mpact Limited (MPT) currently trades at R19.62, while our model-based Fair Value estimate is R38.82 — implying the stock looks roughly 97.9% undervalued today. We read business quality at 88/100 (high quality), in the Consumer Cyclical 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, Mpact Limited generated revenue of 14.0B ZAR at a net margin of 3.5%. Revenue grew 6.6% year over year. It earns a return on equity of 9.5%. Net debt stands at 2.5B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 14.0B ZAC
Revenue growth (YoY) +6.6%
Net margin 3.5%
Return on equity 9.5%
Free cash flow 140M ZAC FY2025
P/E ratio 6.2
More key figures
Operating margin 7.9%
EPS (TTM) R3.29
Dividend yield 0.0%
EPS growth (YoY) +20.4%
Net debt 2.5B ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Mpact Limited engages in the paper and plastic packaging, and recycling business in South Africa and internationally. It operates through the Paper and Plastics segments. The company offers recycled-based packaging and industrial paper, such as containerboard and carton board, and other materials; different types of paper and board made from a combination of recycled paper and virgin fibers; corrugated packaging products; bags; and sacks, as well as plastic packaging solutions. It serves packaging converters, fruit producers, FMCG companies, and quick restaurant sectors, as well as food, beverage, personal care, home care, pharmaceutical, agricultural, and retail markets. The company is based in Johannesburg, South Africa.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Mpact Limited reported revenue of R14.0B in FY2025 versus R11.5B in FY2021, a compound +4.8%/yr. Reported net income was R485M in FY2025, compounding −1.7%/yr from FY2021.

Revenue +4.8%/yr
FY21 R11.5B
FY22 R12.4B
FY23 R12.8B
FY24 R13.3B
FY25 R14.0B
Net income −1.7%/yr
FY21 R520M
FY22 R727M
FY23 R715M
FY24 R504M
FY25 R485M

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Similar stocks

6 more Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Smurfit Kappa Group SMFTF $44.20 $27.40 -38%
Smurfit Westrock Plc, SW $41.28 $40.96 -1%
Packaging Corporation PKG $216.64 $122.66 -43%
International Paper Company IP $33.83 $70.52 +108%
Amcor plc AMCR $37.64 $18.34 -51%
Ball Corporation B1LL34 R$146.83 R$18.44 -87%

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Frequently asked questions

Is Mpact Limited (MPT) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R38.82 versus a price of R19.62 — about +98% (undervalued). Model-based estimate, not financial advice.
What is the fair value of MPT?
Our 21-model fair value for Mpact Limited is R38.82 (as of Jun 26, 2026), built from audited fundamentals. The current price is R19.62.
What is the quality score of MPT?
Mpact Limited has a Quality Score of 88/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Mpact Limited (MPT)?
Mpact Limited reported trailing-twelve-month revenue of about 14.0B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of MPT?
The net profit margin of Mpact Limited is about 3.5%, meaning it keeps roughly 3.5% of revenue as net income. Based on the latest reported figures.
Does Mpact Limited pay a dividend?
Mpact Limited currently shows a dividend yield of about 0.03% relative to its recent price (as of Jun 26, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.