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AECI Ltd (AFE.JO)

ZAc12,148.00 -117.00 (-0.95%)
ZA JNB Basic Materials Chemicals - Specialty
Address AECI Place 2191
Sandton, ZA
CEO Dean K. Murray
IPO 2000-01-04
ISIN ZAE000000220

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Also trades on Johannesburg Stock Exchange · AFE.JO (ZAc) London Stock Exchange · 87FZ.L (ZAR) Other OTC · AECLY (USD)
Description

AECI Ltd, a diversified South African-based enterprise with a global footprint, provides solutions across a broad spectrum of industries. These include mining, water management, agricultural and animal health, food and beverage production, infrastructure development, and general industrial sectors. Its international presence spans Africa, Europe, Southeast Asia, the Americas (North and South), and Australia. The company organizes its extensive operations into five primary divisions: AECI Mining, AECI Water, AECI Agri Health, AECI Chemicals, and AECI Property Services & Corporate. AECI Mining offers comprehensive "mine-to-mineral" services for the extractive industry, which include commercial explosives, initiation technologies, expert blasting services, and specific surfactants used in explosive manufacturing. AECI Water is dedicated to integrated water treatment and process solutions, providing specialized chemicals and equipment for various applications like public and industrial water systems, desalination facilities, and utility operations. AECI Agri Health focuses on the agricultural and animal well-being sectors, producing and distributing crop protection agents, plant fertilizers, animal feed premixes, unique animal health formulations, and fine chemicals. AECI Chemicals serves as a key supplier of essential raw materials and related services to clients within the food and beverage, general manufacturing, road construction, and wider industrial sectors. Lastly, AECI Property Services & Corporate manages property leasing and comprehensive management services for office, industrial, and retail properties. Founded in 1894, the company maintains its headquarters in Sandton, South Africa.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
ZAc12,148.00 -117.00 (-0.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
271.7K
Beta
0.05
Float Shares
105.52M
Free Float %
100.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.86% +1.34% +12.07% +12.89% +40.31% +38.65% +19.86% +48.35% +21.77% +38.71% +883.90%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
12,148.00
DCF (Unlevered) 45,406.07 +273.8%
DCF (Levered) 163,954.03 +1,249.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.79
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Chemicals - Specialty: +4.7%
    -4.2% Q4'25: -13.6% (vs Q4'23)
  • EPS growth Chemicals - Specialty: +13.2%
    +226.5% Q4'25: -90.1% (vs Q4'23)
  • FCF margin FCF growth · Chemicals - Specialty: +44.1%
    +4.2% Q4'25: +9.1% (vs Q4'23)
  • EBIT margin Chemicals - Specialty: +8.8%
    +7.4% Q4'25: +8.1% (vs Q4'23)
  • ROIC Chemicals - Specialty: +5.6%
    +12.2% Q4'25: +27.4% (vs Q4'23)
  • Share dilution Chemicals - Specialty: +0.1%
    +1.1% Q4'25: -3.3% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Chemicals - Specialty: 0.18×
    1.40× Q4'25: 0.65× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.01) × ERP
WACC = 74% × Ke + 27% × Kd (10.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 45,406.07 Current price: 12,148.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
18.45B
est: 18.43B (+0.1%)
18.60B
est: 19.31B (-3.7%)
18.48B
est: 18.37B (+0.6%)
23.31B
est: 23.21B (+0.5%)
24.80B
est: 25.44B (-2.5%)
24.11B
est: 26.89B (-10.3%)
26.05B
est: 28.06B (-7.2%)
35.58B
est: 30.82B (+15.5%)
34.94B
est: 36.68B (-4.7%)
33.60B
est: 37.16B (-9.6%)
32.18B
est: 34.25B (-6.0%)
34.02B
33.79B – 34.26B
-0.7% YoY
35.56B
35.06B – 36.05B
+4.5% YoY
38.01B
37.75B – 38.28B
+6.9% YoY
EBITDA
2.34B
est: 1.78B (+31.0%)
2.04B
est: 1.87B (+9.4%)
2.21B
est: 1.78B (+24.2%)
2.67B
est: 2.25B (+18.9%)
3.39B
est: 2.46B (+37.5%)
2.14B
est: 2.60B (-17.7%)
3.14B
est: 2.72B (+15.5%)
3.16B
est: 2.98B (+5.9%)
3.53B
est: 3.67B (-3.8%)
2.85B
est: 3.72B (-23.4%)
3.40B
est: 3.43B (-1.0%)
3.41B
3.38B – 3.43B
-0.7% YoY
3.56B
3.51B – 3.61B
+4.5% YoY
3.81B
3.78B – 3.83B
+6.9% YoY
EBIT
1.75B
est: 1.13B (+54.2%)
1.42B
est: 1.19B (+19.5%)
1.61B
est: 1.13B (+42.8%)
1.96B
est: 1.43B (+37.3%)
2.35B
est: 1.56B (+50.5%)
1.03B
est: 1.65B (-37.8%)
2.12B
est: 1.72B (+22.7%)
2.14B
est: 1.89B (+12.7%)
2.57B
est: 2.48B (+3.4%)
1.70B
est: 2.51B (-32.5%)
2.37B
est: 2.32B (+2.1%)
2.30B
2.29B – 2.32B
-0.7% YoY
2.40B
2.37B – 2.44B
+4.5% YoY
2.57B
2.55B – 2.59B
+6.9% YoY
Net Income
1.01B
est: 1.03B (-2.3%)
780.00M
est: 800.09M (-2.5%)
953.00M
est: 853.90M (+11.6%)
993.00M
est: 1.08B (-7.7%)
1.29B
est: 1.10B (+17.2%)
137.00M
est: 850.25M (-83.9%)
1.19B
est: 1.26B (-5.8%)
930.00M
est: 1.20B (-22.4%)
1.18B
est: 795.82M (+48.0%)
-279.00M
est: 553.24M (-150.4%)
366.00M
est: 1.29B (-71.6%)
1.66B
1.65B – 1.68B
+29.0% YoY
2.04B
1.87B – 2.16B
+22.9% YoY
2.37B
2.34B – 2.39B
+15.9% YoY
SGA
4.46B
est: 4.63B (-3.7%)
4.70B
est: 4.85B (-3.1%)
4.64B
est: 4.61B (+0.6%)
5.79B
est: 5.83B (-0.7%)
6.27B
est: 6.39B (-1.8%)
7.04B
est: 6.75B (+4.3%)
6.10B
est: 7.05B (-13.4%)
7.80B
est: 7.74B (+0.8%)
8.22B
est: 7.07B (+16.3%)
9.23B
est: 7.16B (+28.9%)
est: 6.60B (-100.0%)
6.56B
6.51B – 6.60B
-0.7% YoY
6.85B
6.76B – 6.95B
+4.5% YoY
7.32B
7.27B – 7.37B
+6.9% YoY
EPS
9.11
est: 9.80 (-7.1%)
7.35
est: 7.58 (-3.1%)
9.00
est: 8.09 (+11.2%)
9.41
est: 10.20 (-7.7%)
12.23
est: 10.47 (+16.8%)
1.26
est: 8.06 (-84.4%)
11.25
est: 11.98 (-6.1%)
8.79
est: 11.35 (-22.6%)
11.13
est: 7.46 (+49.2%)
-2.68
est: 5.19 (-151.7%)
3.43
est: 11.97 (-71.3%)
15.56
15.42 – 15.70
+30.0% YoY
18.88
17.49 – 20.27
+21.3% YoY
22.17
21.97 – 22.37
+17.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-28 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-27 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-26 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-25 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-22 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-21 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-20 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-19 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-18 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-15 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-14 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-13 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-12 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-11 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-08 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-07 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-06 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-05 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-05-04 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-30 B+ 3/5 4/5 3/5 4/5 1/5 2/5 4/5
2026-04-29 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-28 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-23 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-22 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-21 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-20 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-17 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-16 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
987.88M
OE per share TTM
9.42
Owner's Yield
7.56%
Maintenance CapEx ratio
2,033.46%
Maint CapEx / Avg PPE
20.9%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 56 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Avantis Emerging Markets Small Cap Equity ETF AVEE 0.09% 113.3K 0.42%
2 WisdomTree Emerging Markets SmallCap Dividend Fund DGS 0.08% 1.37M 0.58%
3 Avantis Emerging Markets Value ETF AVES 0.05% 733.0K 0.36%
4 iShares MSCI EM Small Cap UCITS ETF IEMS.L 0.05% 158.3K 0.74%
5 iShares MSCI Emerging Markets Small-Cap ETF EEMS 0.04% 164.3K 0.72%
6 Avantis Responsible Emerging Markets Equity ETF AVSE 0.04% 79.9K 0.33%
7 Dimensional - Emerging Markets Value ETF DFEV 0.03% 666.0K 0.46%
8 Dimensional - Emerging Markets ex China Core Equity ETF DEXC 0.03% 103.8K 0.56%
9 Avantis Emerging Markets Equity UCITS ETF USD Acc AVEM.L 0.03% 77.1K 0.35%
10 State Street SPDR MSCI Emerging Markets Small Cap UCITS ETF EMSD.L 0.03% 168.4K 0.55%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
341.0K
Shares Outstanding
105.52M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Stuart Miller Executive Vice President of Mining 24M male
Ian Kramer Group Chief Financial Officer & Executive Director 14M male
Dean K. Murray Interim CEO, EVP for AECI Chemicals & Director 12M male
Rafael Fernandes Chief Transformation Officer 8M male
Cheryl Singh Group Company Secretary & General Counsel 5M female
Chantal Van Dyk Interim Group Chief People Officer female
Itumeleng Lepere Investor Relations Manager
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits