South African Materials Strong Balance Sheet Stocks

Sephaku Holdings

Market Cap: R340.7m

Operates as a construction materials company in South Africa.

Merafe Resources

Market Cap: R2.6b

Engages in the mining and beneficiation of chrome ore into ferrochrome and associated minerals.

Master Drilling Group

Market Cap: R2.3b

An investment holding company, provides specialized drilling services to blue chip major and mid-tier companies in the mining, civil engineering, construction, and hydroelectric power sectors.

Kumba Iron Ore

Market Cap: R103.9b

Engages in the exploration, extraction, beneficiation, marketing, sale, and shipping of iron ore for the steel industry in South Africa.

Impala Platinum Holdings

Market Cap: R200.2b

Engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada.

Randgold & Exploration

Market Cap: R54.4m

An investment holding company, operates as an exploration and mining investment company in the gold mining sector in South Africa.

Valterra Platinum

Market Cap: R328.1b

Engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally.

Tharisa

Market Cap: R6.9b

An investment holding company, engages in the mining, processing beneficiation, marketing, sale, and logistics of platinum group metals (PGMs) and chrome concentrates in South Africa, China, Singapore, Hong Kong, the United Arab Emirates, an internationally.

AECI

Market Cap: R10.0b

Provides products and services for mining, water treatment, plant and animal health, food and beverage, manufacturing, and general industrial sectors.

Bowler Metcalf

Market Cap: R906.1m

Manufactures and sells rigid plastic packaging in South Africa.

Harmony Gold Mining

Market Cap: R192.6b

Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australasia.

Omnia Holdings

Market Cap: R11.6b

Research, develops, manufactures, and supplies chemicals, specialised services, and solutions for the agriculture, mining, and chemicals application industries in South Africa, rest of Africa, and internationally.

PPC

Market Cap: R8.4b

Engages in the production and sale of cement, aggregates, ready mix concrete, and fly ash in South Africa, Botswana, and Zimbabwe.

Sasol

Market Cap: R70.5b

Operates as a chemical and energy company.

Brikor

Market Cap: R106.9m

Manufactures and supplies building and construction materials in the Republic of South Africa.

African Rainbow Minerals

Market Cap: R35.8b

Through its subsidiaries, operates as a diversified mining and minerals company in South Africa, Malaysia, and Switzerland.

Transpaco

Market Cap: R987.7m

Engages in the manufacturing, recycling, and distribution of paper and plastic products in South Africa.

Gold Fields

Market Cap: R632.3b

Operates as a gold producer with reserves and resources in Australia, South Africa, Ghana, Peru, Chile, and Canada.

Northam Platinum Holdings

Market Cap: R102.9b

Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.

ArcelorMittal South Africa

Market Cap: R1.7b

Manufactures and sells steel products in South Africa and internationally.

Mpact

Market Cap: R3.7b

Engages in the paper and plastic packaging, and recycling business in South Africa and internationally.

Gemfields Group

Market Cap: R2.5b

Operates as a mining company.