Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

South African (JSE) Coal and Fuels Industry Analysis

UpdatedJan 05, 2026
DataAggregated Company Financials
Companies2
  • 7D1.1%
  • 3M7.5%
  • 1Y2.2%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has risen 1.7%, driven by gains from every company within the industry. Despite this gain, the industry's performance has been flat over the past year. In the next few years, earnings are forecast to decline by 12% annually.

Industry Valuation and Performance

Has the South African Coal and Fuels Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jan 2026R55.5bR75.9bR10.7b5x5.2x0.7x
Wed, 03 Dec 2025R51.8bR75.9bR10.7b4.6x4.8x0.7x
Fri, 31 Oct 2025R52.0bR75.9bR10.7b4.5x4.8x0.7x
Sun, 28 Sep 2025R53.3bR75.9bR10.7b4.8x5x0.7x
Tue, 26 Aug 2025R58.3bR75.9bR10.7b5.2x5.4x0.8x
Thu, 24 Jul 2025R55.9bR76.3bR11.3b4.6x4.9x0.7x
Sat, 21 Jun 2025R47.5bR76.3bR11.3b3.9x4.2x0.6x
Mon, 19 May 2025R46.0bR76.3bR11.3b3.8x4.1x0.6x
Wed, 16 Apr 2025R49.4bR76.3bR11.3b4.2x4.4x0.6x
Fri, 14 Mar 2025R52.3bR71.8bR12.4b4.3x4.2x0.7x
Sun, 09 Feb 2025R60.1bR71.8bR12.4b4.9x4.8x0.8x
Tue, 07 Jan 2025R55.7bR71.8bR12.4b4.7x4.5x0.8x
Thu, 05 Dec 2024R57.2bR71.8bR12.4b4.7x4.6x0.8x
Sat, 02 Nov 2024R56.9bR71.8bR12.4b4.7x4.6x0.8x
Mon, 30 Sep 2024R56.0bR71.8bR12.4b4.4x4.5x0.8x
Wed, 28 Aug 2024R55.0bR71.8bR12.4b4.5x4.4x0.8x
Fri, 26 Jul 2024R62.7bR69.3bR16.5b3.6x3.8x0.9x
Sun, 23 Jun 2024R57.4bR69.3bR16.5b3.3x3.5x0.8x
Tue, 21 May 2024R63.4bR69.3bR16.5b3.8x3.9x0.9x
Thu, 18 Apr 2024R63.5bR69.3bR16.5b3.8x3.9x0.9x
Sat, 16 Mar 2024R53.5bR77.6bR22.4b2.4x2.4x0.7x
Mon, 12 Feb 2024R59.3bR81.9bR22.6b2.6x2.6x0.7x
Wed, 10 Jan 2024R68.3bR81.9bR22.6b3x3x0.8x
Fri, 08 Dec 2023R65.7bR81.9bR22.6b2.9x2.9x0.8x
Sun, 05 Nov 2023R71.4bR81.9bR22.6b3.1x3.2x0.9x
Tue, 03 Oct 2023R65.4bR81.9bR22.6b2.9x2.9x0.8x
Thu, 31 Aug 2023R61.5bR81.9bR22.6b2.7x2.7x0.8x
Sat, 29 Jul 2023R58.0bR97.1bR30.8b2x1.9x0.6x
Mon, 26 Jun 2023R57.8bR97.1bR30.8b2x1.9x0.6x
Wed, 24 May 2023R62.9bR97.1bR30.8b2.1x2x0.6x
Fri, 21 Apr 2023R72.1bR97.1bR30.8b2.4x2.3x0.7x
Sun, 19 Mar 2023R71.3bR88.8bR29.0b2.5x2.5x0.8x
Tue, 14 Feb 2023R80.2bR82.4bR27.8b3x2.9x1x
Thu, 12 Jan 2023R87.0bR82.4bR27.8b3.2x3.1x1.1x
Price to Earnings Ratio

3.1x


Total Market Cap: R87.0bTotal Earnings: R27.8bTotal Revenue: R82.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Coal and Fuels Industry Price to Earnings3Y Average 3.7x202420252026
Current Industry PE
    There are only 2 companies in the South African Coal and Consumable Fuels industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Coal and Consumable Fuels industry have declined 27% per year over the last three years,
  • Revenues have also declined 2.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does South African Coal and Fuels compare with similar industries?

ZA Market0.055%
Energy1.03%
Oil and Gas1.03%
Coal and Fuels1.09%
Oil and Gas Storage and Transportation0%0
Oil and Gas Exploration and Production-1.50%
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
EXX Exxaro ResourcesR181.141.3%
+R575.8m		15.7%PE5.3x
TGA Thungela ResourcesR96.590.2%
+R24.1m		-27.6%PE4.8x

Latest News

TGA
R96.59
Thungela Resources
7D
0.2%
1Y
-27.6%

Thungela Resources' (JSE:TGA) Returns Have Hit A Wall

Dec 29
Thungela Resources' (JSE:TGA) Returns Have Hit A Wall
EXX
R181.14
Exxaro Resources
7D
1.3%
1Y
15.7%

EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple

Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.