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ISBJ.J Unclassified

Insimbi Industrial Holdings Ltd

$70,00
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Mcap
P/E
EV / Rev
Div yield
Op margin
3,4 %
ROE
18,7 %
Net margin
1,7 %
Debt / equity
1,16
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Insimbi Industrial Holdings Ltd operates as a trading company and distributor within the Industrials sector, generating revenue through industrial distribution activities.

Business. Insimbi Industrial Holdings Ltd operates as a trading company and distributor within the Industrials sector, generating revenue through industrial distribution activities.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
18,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning ISBJ.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ISBJ.J. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Insimbi Industrial Holdings Ltd operates as a trading company and distributor within the Industrials sector, generating revenue through industrial distribution activities.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Insimbi Industrial Holdings maintains a capital structure characterized by significant leverage, with a debt-to-equity ratio of 1.16 and long-term debt of ZAR 644.6 million against total equity of ZAR 556.8 million. The balance sheet shows total assets of ZAR 1.44 billion and total liabilities of ZAR 880.5 million. Liquidity is assessed as medium, supported by a current ratio of 1.34, indicating the company holds sufficient short-term assets to cover immediate obligations. However, the company reports negative net cash after subtracting total debt, highlighting a reliance on external financing to maintain operations.

    Profitability metrics present a mixed picture, with a return on equity of 18.72% and a return on assets of 7.25%. Despite these positive return ratios, the company reported a net loss of ZAR 21.8 million on revenues of ZAR 5.27 billion for the latest period. The gross profit stands at ZAR 316.9 million, yielding a gross margin of approximately 6%, while operating income is ZAR 47.8 million. The net loss suggests that non-operating expenses, interest costs, or other charges exceeded the operating income, eroding the bottom line despite positive operational cash generation before working capital and tax effects.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 1.16 and negative net cash position.
    • Positive return on equity (18.72%) masked by a net loss of ZAR 21.8 million.
    • Negative operating cash flow of ZAR 33.9 million indicates current cash burn.
    • Low dilution risk suggests no immediate equity issuance pressure.
    • Classification confidence is low (0.20), indicating potential ambiguity in business model definition.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 4

    Operating income turned positive to ZAR 47.8 million in FY0, reversing the ZAR 52.1 million loss recorded in FY-1.

    Free cash flow improved by 20% year-over-year to ZAR 136.2 million, indicating strengthening operational cash generation capabilities.

    Cash conversion ratio of 1.79 outperforms the cohort median of 1.19, suggesting effective translation of earnings into cash.

    Revenue grew 5.7% year-over-year to ZAR 5.27 billion, showing top-line expansion despite recent net income volatility.

    BEAR CASE · 4

    Debt-to-equity ratio of 1.16 is in the bottom quartile, indicating significantly higher leverage risk than peers.

    Net margin of 1.7% falls well below the cohort median of 5.2%, reflecting weak profitability relative to industry standards.

    Net income declined 2.9% year-over-year to ZAR 104.2 million, signaling potential stagnation in bottom-line growth.

    Medium liquidity and credit risk flags highlight potential vulnerabilities in the company's financial stability and market access.

    In focus — financials by report

    Valuation FY

    Market price
    $70,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $556.8M
    Net cash
    -$644.6M
    Current ratio
    1.3
    Debt / equity
    1.2
    ROA
    7.2%
    ROE
    18.7%
    Cash conversion
    179.0%
    CapEx / revenue
    -0.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin3,4 %Below median
    Net Margin1,7 %Below median
    ROE18,7 %Above P75
    Capex / Rev-0,2 %Above P75
    D/E1,16Bottom quartile
    Cash Conv1,79Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Return On Assets
      net_income / total_assets
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Capex To Revenue
      capital_expenditure / revenue
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Return On Equity
      net_income / total_equity
    Source documents
    • Insimbi Industrial Holdings Ltd Market data — financials · 2026-07-09

    Ownership & reference

    Leadership

    • Frederik BothaChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ISBJ.JCanonical
    — · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage