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South African (JSE) Packaged Foods and Meats Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies11
  • 7D-1.5%
  • 3M-12.7%
  • 1Y4.3%
  • YTDn/a

In the last week, Packaged Foods and Meats has been flat. The past year has been better, since the industry has gained 4.9% in that time. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the South African Packaged Foods and Meats Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026R132.9bR174.7bR13.0b9.8x10.2x0.8x
Sat, 18 Apr 2026R141.3bR173.4bR12.3b11.1x11.5x0.8x
Mon, 16 Mar 2026R147.3bR181.4bR12.4b10.8x11.8x0.8x
Wed, 11 Feb 2026R159.4bR182.0bR12.6b10.8x12.6x0.9x
Fri, 09 Jan 2026R161.8bR182.0bR12.6b9.6x12.8x0.9x
Sun, 07 Dec 2025R155.0bR182.0bR12.7b9.5x12.2x0.9x
Tue, 04 Nov 2025R142.8bR182.5bR12.1b8.4x11.8x0.8x
Thu, 02 Oct 2025R139.4bR182.5bR12.1b7.8x11.5x0.8x
Sat, 30 Aug 2025R136.4bR183.0bR11.3b10.5x12x0.7x
Mon, 28 Jul 2025R131.4bR183.3bR11.3b8.1x11.6x0.7x
Wed, 25 Jun 2025R136.0bR183.3bR11.3b8.3x12x0.7x
Fri, 23 May 2025R133.7bR181.2bR10.4b9.8x12.9x0.7x
Sun, 20 Apr 2025R127.5bR180.7bR10.6b8.4x12x0.7x
Tue, 18 Mar 2025R122.9bR181.6bR11.1b8.4x11.1x0.7x
Thu, 13 Feb 2025R129.7bR182.3bR10.6b9.2x12.2x0.7x
Sat, 11 Jan 2025R136.8bR182.3bR10.6b10.4x12.9x0.8x
Mon, 09 Dec 2024R134.6bR182.3bR10.6b10.8x12.7x0.7x
Wed, 06 Nov 2024R128.5bR181.4bR9.4b11.6x13.7x0.7x
Fri, 04 Oct 2024R127.0bR312.1bR11.0b9.9x11.5x0.4x
Sun, 01 Sep 2024R119.3bR192.9bR8.3b10.8x14.3x0.6x
Tue, 30 Jul 2024R114.8bR194.1bR8.8b10.2x13.1x0.6x
Thu, 27 Jun 2024R109.3bR180.7bR9.0b10x12.1x0.6x
Sat, 25 May 2024R104.7bR180.6bR8.4b9.4x12.5x0.6x
Mon, 22 Apr 2024R101.8bR180.2bR8.1b9.5x12.6x0.6x
Wed, 20 Mar 2024R104.2bR180.2bR8.1b9.1x12.9x0.6x
Fri, 16 Feb 2024R102.7bR178.0bR7.3b10.2x14.1x0.6x
Sun, 14 Jan 2024R98.8bR193.9bR6.0b10.5x16.4x0.5x
Tue, 12 Dec 2023R97.8bR193.9bR6.0b10.6x16.2x0.5x
Thu, 09 Nov 2023R90.8bR192.1bR7.2b9.7x12.6x0.5x
Sat, 07 Oct 2023R88.4bR192.1bR7.2b9.6x12.3x0.5x
Mon, 04 Sep 2023R93.5bR190.5bR7.4b9.4x12.6x0.5x
Wed, 02 Aug 2023R91.7bR190.5bR7.4b9.3x12.3x0.5x
Fri, 30 Jun 2023R89.8bR190.5bR7.4b9.5x12.1x0.5x
Sun, 28 May 2023R91.2bR168.5bR6.5b10x14.1x0.5x
Price to Earnings Ratio

14.1x


Total Market Cap: R91.2bTotal Earnings: R6.5bTotal Revenue: R168.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Packaged Foods and Meats Industry Price to Earnings3Y Average 13.5x202420252026
Current Industry PE
  • Investors are pessimistic on the South African Packaged Foods and Meats industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 10.3x which is lower than its 3-year average PE of 13.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.69x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have grown 26% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does South African Packaged Foods and Meats compare with similar industries?

ZA Market-1.68%
Consumer Staples-1.01%
Food-1.52%
Packaged Foods and Meats-1.54%
Agricultural Products7.89%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BRT Brimstone InvestmentR6.0011.1%
+R144.4m		46.3%PE32.8x
OCE Oceana GroupR55.001.8%
+R117.3m		-5.1%PE9.8x
SHG Sea Harvest GroupR8.421.6%
+R43.0m		27.4%PE8.5x

Latest News

BRT
R6.00
Brimstone Investment
7D
11.1%
1Y
46.3%
ARL
R237.02
Astral Foods
7D
-0.9%
1Y
26.4%
AVI
R94.40
AVI
7D
-0.1%
1Y
2.1%
Narrative Update • May 13

AVI: Stable Margins And Discount Rate Should Support Future Upside Potential

Analysts have kept their ZAR price target for AVI broadly steady, with only a marginal tweak reflecting small adjustments to the discount rate, profit margin and assumed future P/E, rather than any major shift in their view of the stock. Valuation Changes Fair Value: ZAR 125.25 remains unchanged, indicating no revision to the central value estimate.
RCL
R8.25
RCL Foods
7D
-7.7%
1Y
-14.9%
PMR
R171.00
Premier Group
7D
-4.5%
1Y
32.2%
Analysis Article • May 05

With EPS Growth And More, Premier Group (JSE:PMR) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
LBR
R4.01
Libstar Holdings
7D
-5.6%
1Y
26.1%
Narrative Update • Apr 28

LBR: Dividend Stability And Lower Impairments Will Support Balanced Future Outlook

Analysts have kept their ZAR fair value estimate for Libstar Holdings steady at about ZAR 4.70 per share, reflecting essentially unchanged assumptions around discount rate, revenue growth, profit margin and future P/E. Together, these factors support an unchanged analyst price target.
TBS
R283.40
Tiger Brands
7D
-0.9%
1Y
-9.4%
Narrative Update • Apr 25

TBS: Special Dividend And Stable Assumptions Will Shape A Steady Risk Balance

Analysts have reiterated their ZAR280.00 price target for Tiger Brands, pointing to slightly higher long term revenue growth assumptions, a modestly lower profit margin outlook, and a small uplift in expected future P/E as the key drivers behind the unchanged fair value view. Valuation Changes Fair Value: ZAR280.00 remains unchanged, with no adjustment to the overall valuation anchor.
SHG
R8.42
Sea Harvest Group
7D
1.6%
1Y
27.4%
RBO
R6.00
Rainbow Chicken
7D
-1.6%
1Y
55.0%
OCE
R55.00
Oceana Group
7D
1.8%
1Y
-5.1%