AECI Ltd (AECLY)
ValueMarkers Composite Index
63% below intrinsic value ($1)
AECI Ltd (AECLY) — VMCI valuation read
AECI Ltd (AECLY) carries a VMCI composite of 62/100, 12 points above the Basic Materials sector median of 50. Among mid-cap names, that gap places AECLY in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The AECLY insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads AECLY trades at 24.0x earnings, 33% above the Basic Materials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Basic Materials 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Basic Materials median (10.0%). Risk: net debt to EBITDA of 0.6x leaves covenant headroom, the line to track on AECI Ltd's next 10-Q.
AECLY rose 3.6% over the trailing 7 days, with a -0.2% read on a 30-day basis.
AECI Ltd, together with its subsidiaries, engages in the mining, water treatment, plant and animal health, food and beverage, infrastructure, and general industrial sectors in Africa, Europe, Southeast Asia, North America, South America, and Australia. The company operates through five segments: AECI Mining, AECI Water, AECI Agri Health, AECI Chemicals, and AECI Property Services & Corporate. The AECI Mining segment provides mine-to-mineral solution for the mining sector, which includes commercial explosives, initiating systems, and blasting services, as well as surfactants for explosives manufacture. The AECI Water segment provides integrated water treatment and process chemicals, and equipment solutions for various applications comprising public and industrial water, desalination, and utilities. The AECI Agri Health segment manufactures and distributes crop protection products, plant nutrients, animal premixes, specialty animal health products, and fine chemicals. The AECI Chemicals segment supplies raw materials and related services to customers in the food and beverage, manufacturing, road infrastructure, and general industrial sectors. The AECI Property Services & Corporate segment offers property leasing and management services in the office, industrial, and retail sectors. The company was founded in 1894 and is based in Sandton, South Africa.
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