Narrative Update • Aug 27

Africa Mega Agricorp is up 24%, leading the way for the Food industry, which has gained 2.5%. This takes the industry's 12 month performance to a gain of 43%.
Has the Kenyan Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | KSh32.0b | KSh46.6b | KSh1.1b | 38.1x | 29.5x | 0.7x |
| Wed, 29 Jul 2026 | KSh32.1b | KSh47.0b | KSh1.4b | 37.1x | 23.7x | 0.7x |
| Fri, 26 Jun 2026 | KSh28.6b | KSh47.7b | KSh1.3b | 22.1x | 22.8x | 0.6x |
| Sun, 24 May 2026 | KSh29.4b | KSh47.7b | KSh1.3b | 22.5x | 22.4x | 0.6x |
| Tue, 21 Apr 2026 | KSh28.9b | KSh47.7b | KSh1.3b | 21.3x | 21.7x | 0.6x |
| Thu, 19 Mar 2026 | KSh29.4b | KSh47.4b | KSh762.4m | 24.9x | 38.6x | 0.6x |
| Sat, 14 Feb 2026 | KSh29.7b | KSh45.9b | KSh321.4m | 26.8x | 92.3x | 0.6x |
| Mon, 12 Jan 2026 | KSh22.8b | KSh44.3b | -KSh487,144,000.00 | 14.4x | -46.9x | 0.5x |
| Wed, 10 Dec 2025 | KSh22.4b | KSh44.3b | -KSh487,144,000.00 | 14.1x | -46.1x | 0.5x |
| Fri, 07 Nov 2025 | KSh25.7b | KSh43.0b | -KSh827,051,000.00 | 36.7x | -31.1x | 0.6x |
| Sun, 05 Oct 2025 | KSh25.5b | KSh43.0b | -KSh827,051,000.00 | 36.7x | -30.9x | 0.6x |
| Tue, 02 Sep 2025 | KSh22.3b | KSh42.9b | -KSh811,595,000.00 | 35.2x | -27.4x | 0.5x |
| Thu, 31 Jul 2025 | KSh22.6b | KSh42.5b | -KSh762,305,000.00 | 28x | -29.6x | 0.5x |
| Sat, 28 Jun 2025 | KSh19.7b | KSh42.6b | -KSh653,106,529.00 | 39.7x | -30.2x | 0.5x |
| Mon, 26 May 2025 | KSh18.9b | KSh42.6b | -KSh578,250,529.00 | 43.7x | -32.7x | 0.4x |
| Wed, 23 Apr 2025 | KSh21.1b | KSh42.6b | -KSh578,250,529.00 | 43.7x | -36.5x | 0.5x |
| Fri, 21 Mar 2025 | KSh20.7b | KSh43.5b | KSh260.3m | 45.6x | 79.6x | 0.5x |
| Sun, 16 Feb 2025 | KSh20.2b | KSh43.0b | -KSh163,427,529.00 | 45.6x | -123.8x | 0.5x |
| Tue, 14 Jan 2025 | KSh20.5b | KSh42.5b | KSh777.7m | 26.8x | 26.4x | 0.5x |
| Thu, 12 Dec 2024 | KSh19.8b | KSh42.5b | KSh777.7m | 26.6x | 25.5x | 0.5x |
| Sat, 09 Nov 2024 | KSh20.7b | KSh42.5b | KSh1.5b | 10.9x | 13.5x | 0.5x |
| Mon, 07 Oct 2024 | KSh21.0b | KSh42.7b | KSh1.3b | 12.6x | 16.1x | 0.5x |
| Wed, 04 Sep 2024 | KSh19.9b | KSh42.7b | KSh1.3b | 11.5x | 15.3x | 0.5x |
| Fri, 02 Aug 2024 | KSh20.1b | KSh42.4b | KSh1.1b | 15.6x | 18.7x | 0.5x |
| Sun, 30 Jun 2024 | KSh20.6b | KSh42.3b | KSh1.3b | 15.4x | 15.5x | 0.5x |
| Tue, 28 May 2024 | KSh17.1b | KSh36.6b | KSh777.8m | 27.4x | 22x | 0.5x |
| Thu, 25 Apr 2024 | KSh20.6b | KSh42.3b | KSh1.3b | 16.1x | 15.5x | 0.5x |
| Sat, 23 Mar 2024 | KSh20.5b | KSh42.2b | KSh1.3b | 12.1x | 15.4x | 0.5x |
| Mon, 19 Feb 2024 | KSh20.9b | KSh40.7b | KSh1.7b | 10.4x | 12.2x | 0.5x |
| Wed, 17 Jan 2024 | KSh20.7b | KSh41.1b | KSh2.0b | 8.5x | 10.2x | 0.5x |
| Fri, 15 Dec 2023 | KSh20.3b | KSh35.2b | KSh2.1b | 12.1x | 9.9x | 0.6x |
| Sun, 12 Nov 2023 | KSh20.3b | KSh34.7b | KSh1.7b | 12.7x | 11.7x | 0.6x |
| Tue, 10 Oct 2023 | KSh21.2b | KSh34.7b | KSh1.7b | 12.8x | 12.2x | 0.6x |
| Thu, 07 Sep 2023 | KSh20.9b | KSh34.6b | KSh1.7b | 12.1x | 12x | 0.6x |
12x
Which industries have driven the changes within the Kenyan Consumer Staples industry?
| KE Market | 1.57% | |
| Consumer Staples | 0.74% | |
| Food | 2.51% | |
| Agricultural Products | 6.69% | |
| Packaged Foods and Meats | -0.72% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMAC Africa Mega Agricorp | KSh173.25 | 23.8% +KSh427.9m | 140.6% | n/a | |
| UNGA Unga Group | KSh38.90 | 14.7% +KSh378.5m | 89.8% | PE5.1x | |
| KUKZ Kakuzi | KSh431.50 | 1.6% +KSh132.3m | 11.5% | PE85.3x |