Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AEL.JO
Strong BuyFull HouseREMOVEAltron Limited · Technology · South Africa · $687M · Avg Vol: $735K/d
Altron operates in the South African technology space; while they touch on digital transformation, the thesis for an asymmetric, global-scale opportunity in financial security software is not substantiated by their core business performance or market position relative to global peers.
COMPANY DESCRIPTION
Altron Limited, together with its subsidiaries, engages in technology business in South Africa and rest of Africa. The company operates in three segments: Platforms, IT Services, and Distribution.
FINANCIAL SUMMARY (ZAR)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 8.4B | 9.6B | 9.6B | 9.6B | 4.5% | 9.9B | 10.3B | 10.9B | 6.5% |
| EPS (ZAc) | -28.00 | -1.00 | -45.00 | 103.00 | 189.77 | 84.2% | 206.60 | 187.38 | 203.25 | 3.5% |
| Shares | — | 378.4M | 378.7M | 381.2M | 383.1M | +1.2% | 391.2M | — | — | — |
| Debt | — | 2.2B | 2.2B | 1.7B | 1.7B | -8.8% | 1.7B | — | — | — |
| Equity | — | 4.2B | 3.9B | 4.0B | 4.4B | 1.5% | — | — | — | — |
| Op CF | — | 974.0M | 1.2B | 1.3B | 1.4B | 13.9% | 1.9B | — | — | — |
| Inv CF | — | -561.0M | -533.0M | -694.0M | -819.0M | — | — | — | — | — |
| Fin CF | — | -357.0M | -743.0M | -231.0M | -258.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of AEL.JO are excluded.
Peer medians: ROE 4.6% · P/E 11.6x · Gross margin 27.5%