AECI (JSE:AFE) Total Inventories: R4,773 Mil (As of Dec. 2025)


JSE:AFE AECI Ltd JSE:AFE
62 GF Score
Price R125.54
GF Value R90.99
Valuation Significantly Overvalued
! 6 Warning Signs
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What is AECI Total Inventories?

AECI JSE:AFE +2.82% 62 Total Inventories is R4,773 Mil as of Dec. 2025. GuruFocus rates JSE:AFE with a GF Score™ of 62/100 and a GF Value™ of R90.99 (Significantly Overvalued). The stock has 6 warning signs investors should review.

AECI's total inventories for the quarter that ended in Dec. 2025 was R4,773 Mil. AECI's average total inventories from the quarter that ended in Jun. 2025 to the quarter that ended in Dec. 2025 was R4,835 Mil.

In Ben Graham's calculation of Net-Net Working Capital, inventory is only considered worth half of its book value. AECI's Net-Net Working Capital per share for the quarter that ended in Dec. 2025 was R-6.50.

Days Inventory indicates the number of days of goods in sales that a company has in the inventory.

Inventory Turnover measures how fast the company turns over its inventory within a year. AECI's Inventory Turnover for the quarter that ended in Dec. 2025 was 0.00.

Inventory-to-Revenue determines the ability of a company to manage their inventory levels. It measures the percentage of Inventories the company currently has on hand to support the current amount of Revenue. AECI's Inventory-to-Revenue for the quarter that ended in Dec. 2025 was 0.29.


AECI  (JSE:AFE) Total Inventories Explanation

Inventory control is an important part of business operation. If a company does not have enough inventory, it may not be able to meet customers' required delivery time. If it has too much inventory, the cost of holding the inventory can be high.

1. In Ben Graham's calculation of Net-Net Working Capital (NNWC), inventory is only considered worth half of its book value.

AECI's Net-Net Working Capital Per Share for the quarter that ended in Dec. 2025 is

Net-Net Working Capital Per Share (Q: Dec. 2025 )
=(Cash And Cash Equivalents+0.75 * Accounts Receivable+0.5 * Total Inventories-Total Liabilities
-Preferred Stock-Minority Interest)/Shares Outstanding (EOP)
=(4749+0.75 * 6810+0.5 * 4773-12769
-6-154)/105.518
=-6.50

2. Days Inventory indicates the number of days of goods in sales that a company has in the inventory.

AECI's Days Inventory for the six months ended in Dec. 2025 is calculated as:

Days Inventory=Average Total Inventories (Q: Dec. 2025 )/Cost of Goods Sold (Q: Dec. 2025 )*Days in Period
=4834.5/0*365 / 2
=

3. Inventory Turnover measures how fast the company turns over its inventory within a year.

AECI's Inventory Turnover for the quarter that ended in Dec. 2025 is calculated as

Inventory Turnover=Cost of Goods Sold (Q: Dec. 2025 ) / Average Total Inventories (Q: Dec. 2025 )
=0 / 4834.5
=0.00

4. Inventory-to-Revenue determines the ability of a company to manage their inventory levels. It measures the percentage of Inventories the company currently has on hand to support the current amount of Revenue.

AECI's Inventory to Revenue for the quarter that ended in Dec. 2025 is calculated as

Inventory-to-Revenue=Average Total Inventories (Q: Dec. 2025 ) / Revenue (Q: Dec. 2025 )
=4834.5 / 16494
=0.29

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Manufacturers with durable competitive advantages have the advantage that the products they sell do not change, and therefore will never become obsolete. Buffett likes this advantage.

When identifying manufacturers with durable competitive advantage, look for inventory and net earnings that rise correspondingly. This indicates that the company is finding profitable ways to increase sales which called for an increase in inventory.

Manufacturers with inventories that spike up and down are indicative of competitive industries subject to boom and bust.


AECI Total Inventories Related Terms


AECI Total Inventories Historical Data

* Premium members only.

The historical data trend for AECI's Total Inventories can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

AECI Total Inventories Chart

AECI Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Inventories
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4,880.00 6,780.00 6,126.00 5,117.00 4,773.00

AECI Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Total Inventories Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6,126.00 5,887.00 5,117.00 4,896.00 4,773.00
JSE:AFE
62GF Score
AECI Ltd JSE:AFE
Total Inventories is just one metric. See GF Score™, valuation, warning signs, and more.
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AECI Total Inventories Calculation

Total Inventories includes the raw materials, work-in-process goods and completely finished goods of a company. It is a portion of a company's current assets.

Frequently Asked Questions Learn more about Total Inventories →
What does a Total Inventories of R4,773 Mil mean?
AECI (JSE:AFE) has a Total Inventories of R4,773 Mil as of Dec. 2025. The total amount of inventory as recorded on a company's balance sheet. View historical data for AECI and its competitors.
Is AECI's Total Inventories too high?
AECI's current Total Inventories is R4,773 Mil. Overall, AECI has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AECI's Total Inventories compare to LIN and SHW?
AECI's Total Inventories of R4,773 Mil can be compared against companies in the Chemicals industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Inventories for a Chemicals company?
A good Total Inventories depends on the Chemicals industry context. However, Total Inventories should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Inventories mean?
A high Total Inventories can signal that a stock is expensive relative to its fundamentals. The total amount of inventory as recorded on a company's balance sheet. View historical data for AECI and its competitors. AECI's current Total Inventories is R4,773 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AECI stock overvalued right now?
Based on GuruFocus' analysis, AECI (JSE:AFE) is currently considered Significantly Overvalued. The stock's GF Value™ is R90.99, compared to a current price of R125.54 — trading 38% above its estimated fair value. The current Total Inventories is R4,773 Mil. AECI's overall GF Score™ is 62/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Inventories calculated?
Total Inventories is calculated from a company's financial statements. For AECI (JSE:AFE), the current Total Inventories is R4,773 Mil as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is AECI (JSE:AFE) Overvalued in 2026?

Based on GuruFocus' analysis, AECI stock appears to be overvalued. The current stock price of R125.54 is trading 38% above its estimated GF Value™ of R90.99. GuruFocus considers AECI to be Significantly Overvalued.

Key valuation signals for JSE:AFE:

  • Total Inventories: R4,773 Mil
  • GF Value™: R90.99 vs. price of R125.54 (38% above fair value)
  • GF Score™: 62/100 with 6 warning signs

No single metric tells the full story. See the JSE:AFE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


AECI Business Description

Address Woodlands Drive, 24 The Woodlands, First Floor, AECI Place, Woodmead, Sandton, Johannesburg, ZAF, 2191
AECI Ltd is a diversified group operating predominantly in the chemicals industry. The company performs its various business activities in the following reportable segments: AECI Mining, AECI Chemicals, AECI Managed Businesses, and AECI Property Services and Corporate. A majority of its revenue is generated from the AECI Mining segment, which provides a mine-to-mineral solution for the international mining sector. The offerings under this segment include commercial explosives, initiating systems, blasting services, and surfactants for explosives manufacture across the value chain to chemicals for ore beneficiation and tailings treatment. Geographically, the group generates a majority of its revenue from Africa, followed by Asia-Pacific, Europe, North America, and Latin America.
62GF Score

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Total Inventories is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R125.54
Price
R90.99
GF Value