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General information

Sector: Basic Materials

The company is not available at Interactive Brokers

Insimbi Industrial Holdings Ltd (JSE:IMB) is a group of companies that provide resource-based supplies to a wide range of industrial consumers.

Insimbi divides its offering into four distinct segments.

Ferrous alloys

Insimbi's ferrous segment supplies ferrous alloys to the steel and stainless steel industry locally, regionally and globally. This segment also includes the recycling and resale of ferrous scrap metals.

Non-ferrous alloys

The group's non-ferrous segment supplies non-ferrous alloys to the steel and stainless steel industry locally, regionally and globally and includes the recycling and resale of non-ferrous scrap metals.

Refractory materials

The refractory segment specialises in the supply of high quality and highly specialised ceramic refractory linings to the cement, paper and pulp, steel and platinum industries.

Plastics

Insimbi's plastics segment specialises in the blow-moulding and roto moulding of plastic containers for the chemical, agricultural and food industries.



  • Dividend yield for the last twelve months 0.0%
  • Free cash flow yield -12.8% (LTM), projected -12.8%
  • Share price is 2.9% higher than minimum and 48.6% lower than maximum for the last 3 years
  • The company is undervalued by EV / LTM EBITDA multiple compared to target level (3.4x vs
    )
  • The company is overvalued by EV / projected EBITDA multiple compared to target level (4.4x vs
    )
  • Fundamental value created in LTM (estimate)

Key Financials

Share price, ZAR:  (0.0%)0.7200
Share price, USD: 0.038380
Common stocks: 377 194 444

Dividend Yield:  0.0%
FCF Yield LTM / expected: -12.8% / -12.8%
EV / LTM EBITDA: 3.4x
Last revenue growth (y/y):  -18.8%
Last growth of EBITDA (y/y):  -24.3%
Historical revenue growth:  +2.3%
Historical growth of EBITDA:  +27.9%
EV / expected EBITDA:
Target EV / EBITDA (hist percentile):
EV / LTM EBITDA mutiple calculation
Market Cap ($m): 14
Net Debt ($m): 29
EV (Enterprise Value): 43
EBITDA LTM ($m): 12
EV / LTM EBITDA: 3.4x
Price to Book: 0.37x

Revenue and EBITDA

Semi-Annual values ($m)

Change (y/y)

Cash Flow

FCF ($m)

Net Debt / Cash and Equivalents ($m)

Share price and dividends (Download history)

Share price

Payment ZAR per share

Multiple and potential

EV / EBITDA

Potential dynamics

Insider trades

More information for subscribed users:
detailed calculation of
Potential and Created Value,
website traffic data

Releases

2022-08-12
Dealing in shares – transfer of shares from a director to an associate
2022-08-01
Notice to shareholders in terms of section 45(5) of the Companies Act
2022-07-06
Results of the annual general meeting
2022-07-06
Update on rationalising non-core operations
2022-06-22
Broad-Based Black Economic Empowerment Act (“The Act”): Annual Compliance Report
2022-05-31
Condensed Results for the Year Ended 28 February 2022, Distribution of Integrated Annual Report and Notice of AGM
2022-05-17
Updated Trading Statement for the Twelve Months Ending 28 February 2022
2022-03-29
Further Trading Statement
2022-02-16
Trading Statement
2021-11-30
Section 45(5) Notice
2021-10-04
Unreviewed Condensed Consolidated Results for the Six Months ended 31 August 2021
2021-09-20
Trading Statement
2021-08-06
Results of the Annual General Meeting
2021-08-05
Trading Statement
2021-07-26
Settlement with Group Wreck Vendors and Specific Share Repurchase
2021-06-30
No Change Statement and Notice of Annual General Meeting
2021-06-18
Notice to Shareholders in Terms of Section 45(5) of the Companies Act
2021-06-04
Results of the General Meeting
2021-06-01
Revised Pro Forma Information

SENS Announcements

2024-04-17
Updated Trading Statement for the twelve months ended 29 February 2024
2024-02-09
Trading Statement
2023-12-21
Dealing in shares by an Associate
2023-11-24
Notice to Shareholders in terms of section 45(5) of The Companies Act
2023-10-16
Unreviewed Condensed Consolidated Results and Dividend Declaration for the six months ended 31 August 2023
2023-07-31
Results of the Annual General Meeting
2023-06-30
No Change Statement, Distribution of Integrated Annual Report and Notice of Annual General Meeting
2023-06-19
Disclosure of disposal and acquisition of securities
2023-06-01
Disclosure of acquisition of securities
2023-05-31
Reviewed Condensed Consolidated Results for the Year Ended 28 February 2023 and Final Dividend Declaration
2023-03-30
General Repurchase of Ordinary Shares
2023-02-07
Changes to the board of directors
2023-01-19
Resignation of director
2022-10-18
Unreviewed Condensed Consolidated Results and Dividend Declaration for the six months ended 31 August 2022
2022-09-26
Updated Trading Statement For The Six Months Ending 31 August 2022
2022-09-01
Trading Statement
2022-08-31
Notice to shareholders in terms of section 45(5) of the Companies Act
2022-08-12
Dealing in shares – transfer of shares from a director to an associate
2022-08-01
Notice to shareholders in terms of section 45(5) of the Companies Act
2022-07-06
Results of the annual general meeting
2022-07-06
Update on rationalising non-core operations
2022-06-22
Broad-Based Black Economic Empowerment Act (“The Act”): Annual Compliance Report
2022-05-31
Condensed Results for the Year Ended 28 February 2022, Distribution of Integrated Annual Report and Notice of AGM
2022-05-17
Updated Trading Statement for the Twelve Months Ending 28 February 2022