Nampak Limited (NPK.JO)

Nampak Limited (NPK.JO) — VMCI valuation read

NPK.JO screens at VMCI 59/100, a 9-point gap above the Consumer Cyclical sector median (50). For a mid-cap Nampak Limited share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

NPK.JO has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: NPK.JO trades at 14.0x earnings, 22% below the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 8.0% trails the Consumer Cyclical median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of -1.6x leaves covenant headroom, which sets the rate-cycle exposure for Nampak Limited.

NPK.JO rose 3.8% over the trailing 7 days, with a -2.0% read on a 30-day basis.