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Mpact Limited (MPT.JO)

ZAc1,910.00 +0.00 (+0.00%)
ZA JNB Consumer Cyclical Packaging & Containers
Address 3 Melrose Boulevard 2196
Johannesburg, ZA
CEO Bruce William Strong
IPO 2011-07-13
ISIN ZAE000156501

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Description

Mpact Limited is a South African company specializing in comprehensive paper and plastic packaging solutions, alongside significant recycling operations. The company's activities are organized into distinct Paper and Plastics divisions. Within its Paper segment, Mpact produces a variety of recycled-content paper and industrial grades, such as containerboards and carton boards. It also converts these materials into a diverse portfolio of corrugated products, both printed and unprinted. This includes everything from corrugated boxes, die-cut cases, and folded glued cases to specialized trays, point-of-sale displays, cups, lids, and bags. Additionally, the company distributes Mondi ProVantage kraftliner products (Baywhite and BayKraf) and runs extensive paper recycling initiatives, sourcing materials from both pre- and post-consumer waste streams. The Plastics division is responsible for manufacturing an extensive array of plastic packaging. This encompasses PET preforms, bottles, and jars; a range of closures for the food, beverage, household, and chemical sectors; large-format items like jumbo bins, wheelie bins, pallets, and crates; rigid packaging solutions for fast-moving consumer goods (FMCG); polystyrene and PET trays; and vinyl films. Mpact supplies its diverse paper and board products to various industrial clients, including corrugated board and box manufacturers, other containerboard converters, folding carton producers, and those making industrial goods, cards, and book covers. Corrugated solutions specifically cater to agricultural, fast-moving consumer goods (FMCG), and other durable and non-durable goods sectors. Its plastic packaging serves a broad spectrum of markets, notably food, beverage, personal care, home care, pharmaceutical, agricultural, and retail. The company's headquarters are situated in Johannesburg, 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
ZAc1,910.00 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
37.0K
Beta
0.11
Float Shares
74.92M
Free Float %
50.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.05% -0.24% -3.41% -4.73% +3.76% -6.84% -20.64% -20.15% -8.23% -40.62% +54.12%
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
1,910.00
DCF (Unlevered) 1,591.04 -16.7%
DCF (Levered) 608.59 -68.1%

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 0 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.67
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Packaging & Containers: +2.6%
    +5.0% Q4'25: +15.2% (vs Q4'23)
  • EPS growth Packaging & Containers: +8.0%
    -4.1% Q4'25: -13.7% (vs Q4'23)
  • FCF margin FCF growth · Packaging & Containers: +34.6%
    +1.6% Q4'25: +7.7% (vs Q4'23)
  • EBIT margin Packaging & Containers: +7.0%
    +6.7% Q4'25: +8.1% (vs Q4'23)
  • ROIC Packaging & Containers: +6.2%
    +8.5% Q4'25: +22.9% (vs Q4'23)
  • Share dilution Packaging & Containers: +0.2%
    -0.2% Q4'25: -0.2% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Packaging & Containers: 0.83×
    2.21× Q4'25: 0.93× (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 (0.14) × ERP
WACC = 48% × Ke + 52% × Kd (7.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1,591.04 Current price: 1,910.00
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
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
9.55B
est: 9.51B (+0.3%)
10.10B
est: 10.23B (-1.3%)
10.12B
est: 10.61B (-4.6%)
10.61B
est: 10.60B (+0.1%)
11.08B
est: 10.16B (+9.0%)
10.26B
est: 10.90B (-5.9%)
11.55B
est: 12.77B (-9.5%)
12.37B
est: 12.64B (-2.1%)
12.82B
est: 12.76B (+0.5%)
13.29B
est: 13.42B (-1.0%)
13.95B
est: 13.43B (+3.9%)
13.56B
13.56B – 13.56B
+1.0% YoY
14.60B
14.60B – 14.60B
+7.6% YoY
15.56B
15.56B – 15.56B
+6.6% YoY
EBITDA
1.31B
est: 1.18B (+11.8%)
1.26B
est: 1.26B (-0.7%)
991.90M
est: 1.31B (-24.3%)
1.25B
est: 1.31B (-4.5%)
85.80M
est: 1.26B (-93.2%)
1.13B
est: 1.35B (-16.4%)
1.44B
est: 1.58B (-9.0%)
1.71B
est: 1.56B (+9.3%)
1.68B
est: 1.58B (+6.5%)
1.52B
est: 1.66B (-8.2%)
1.54B
est: 1.66B (-7.1%)
1.68B
1.68B – 1.68B
+1.0% YoY
1.81B
1.81B – 1.81B
+7.6% YoY
1.93B
1.93B – 1.93B
+6.6% YoY
EBIT
930.90M
est: 753.55M (+23.5%)
756.60M
est: 810.24M (-6.6%)
450.00M
est: 840.36M (-46.5%)
740.60M
est: 839.54M (-11.8%)
-564.50M
est: 804.68M (-170.2%)
588.10M
est: 863.41M (-31.9%)
936.40M
est: 1.01B (-7.4%)
1.20B
est: 1.00B (+19.8%)
1.15B
est: 1.04B (+10.8%)
946.60M
est: 1.09B (-13.1%)
939.00M
est: 1.09B (-13.9%)
1.10B
1.10B – 1.10B
+1.0% YoY
1.19B
1.19B – 1.19B
+7.6% YoY
1.26B
1.26B – 1.26B
+6.6% YoY
Net Income
602.50M
est: 513.08M (+17.4%)
391.10M
est: 361.58M (+8.2%)
275.20M
est: 269.21M (+2.2%)
316.20M
est: 246.96M (+28.0%)
-722.00M
est: 262.86M (-374.7%)
319.40M
est: 175.73M (+81.8%)
519.90M
est: 481.43M (+8.0%)
727.30M
est: 680.91M (+6.8%)
715.10M
est: 443.52M (+61.2%)
504.40M
est: 578.02M (-12.7%)
485.40M
est: 439.41M (+10.5%)
476.28M
476.28M – 476.28M
+8.4% YoY
728.42M
728.42M – 728.42M
+52.9% YoY
811.00M
811.00M – 811.00M
+11.3% YoY
SGA
2.35B
est: 2.14B (+9.6%)
2.57B
est: 2.30B (+11.5%)
2.65B
est: 2.39B (+10.9%)
3.60B
est: 2.38B (+50.8%)
3.66B
est: 2.29B (+60.0%)
3.41B
est: 2.45B (+39.1%)
3.72B
est: 2.87B (+29.5%)
4.04B
est: 2.84B (+42.0%)
894.70M
est: 2.89B (-69.1%)
983.70M
est: 3.05B (-67.7%)
4.78B
est: 3.05B (+56.8%)
3.08B
3.08B – 3.08B
+1.0% YoY
3.31B
3.31B – 3.31B
+7.6% YoY
3.53B
3.53B – 3.53B
+6.6% YoY
EPS
3.67
est: 3.47 (+5.6%)
2.35
est: 2.45 (-4.0%)
1.62
est: 1.82 (-11.1%)
1.85
est: 1.67 (+10.6%)
-4.22
est: 1.78 (-337.1%)
1.89
est: 1.19 (+58.8%)
3.53
est: 3.26 (+8.3%)
5.00
est: 4.61 (+8.4%)
4.87
est: 3.01 (+61.9%)
3.44
est: 3.92 (-12.2%)
3.28
est: 2.98 (+10.1%)
3.23
3.23 – 3.23
+8.4% YoY
4.94
4.94 – 4.94
+52.9% YoY
5.50
5.50 – 5.50
+11.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A 4/5 3/5 4/5 4/5 2/5 4/5 5/5
2026-05-27 A 4/5 3/5 4/5 4/5 2/5 4/5 5/5
2026-05-26 A 4/5 3/5 4/5 4/5 2/5 4/5 5/5
2026-05-25 A 4/5 3/5 4/5 4/5 2/5 4/5 5/5
2026-05-22 A- 4/5 3/5 3/5 4/5 2/5 4/5 4/5
2026-05-21 A- 4/5 2/5 4/5 4/5 2/5 4/5 4/5
2026-05-19 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-18 B+ 3/5 2/5 3/5 4/5 2/5 4/5 4/5
2026-05-15 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-14 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-13 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-12 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-11 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-08 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-06 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-05 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-05-04 A- 4/5 2/5 3/5 4/5 2/5 4/5 5/5
2026-04-30 A- 4/5 3/5 3/5 4/5 1/5 4/5 5/5
2026-04-29 A- 4/5 3/5 3/5 4/5 1/5 4/5 5/5
2026-04-28 A- 4/5 3/5 3/5 4/5 1/5 4/5 5/5
2026-04-23 A- 4/5 2/5 3/5 5/5 1/5 4/5 5/5
2026-04-22 A- 4/5 2/5 3/5 5/5 1/5 4/5 5/5
2026-04-21 A- 4/5 2/5 3/5 5/5 1/5 4/5 5/5
2026-04-20 A- 4/5 2/5 3/5 5/5 1/5 4/5 5/5
2026-04-17 A- 4/5 2/5 3/5 5/5 1/5 4/5 5/5
2026-04-16 A- 4/5 2/5 3/5 5/5 1/5 4/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.63B
OE per share TTM
11.01
Owner's Yield
52.84%
Maintenance CapEx ratio
0.77%
Maint CapEx / Avg PPE
34.7%

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 6 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional - Emerging Markets Value ETF DFEV 0.00% 16.7K 0.46%
2 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 88.0K 0.28%
3 Dimensional Emerging Markets Sustainability Core 1 ETF DFSE 0.00% 637.35 0.44%
4 Dimensional - Emerging Markets ex China Core Equity ETF DEXC 0.00% 334.82 0.56%
5 Dimensional - Emerging Core Equity Market ETF DFAE 0.00% 1.0K 0.29%
6 Dimensional - Emerging Markets Core Equity 2 ETF DFEM 0.00% 343.90 0.39%

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
175.9K
Shares Outstanding
147.22M

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
Bruce William Strong Chief Executive Officer & Executive Director 10M male
Hugh Michael Thompson Managing Director of Paper Manufacturing Division 9M male
Christoff Botha Managing Director of Paper Converting & Prescribed Officer 7M male
John William Hunt Managing Director of Recycling Division 7M male
Johannes Jacobus Snyman Group Chief Financial Officer & Executive Director 6M male
Georgina Sarah Robinson Group Legal Counsel female
Nompumelelo Kunene Group Communications Manager female
Spurgeon Lange Group Human Resources Manager male
Ziyaad Carrim Chief Information Officer male
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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits