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

South African (JSE) Coal and Fuels Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies2
  • 7D-0.5%
  • 3M10.4%
  • 1Y46.0%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has remained flat, although notably Thungela Resources gained 4.1%. The past year has been better, since the industry has gained 46% in that time. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 May 2026R65.3bR71.4bR479.0m6.4x136.3x0.9x
Wed, 22 Apr 2026R66.1bR71.4bR479.0m6.5x138x0.9x
Fri, 20 Mar 2026R74.0bR75.9bR10.7b7.6x6.9x1x
Sun, 15 Feb 2026R59.2bR75.9bR10.7b5.6x5.5x0.8x
Tue, 13 Jan 2026R59.7bR75.9bR10.7b5.6x5.6x0.8x
Thu, 11 Dec 2025R53.2bR75.9bR10.7b4.9x5x0.7x
Sat, 08 Nov 2025R54.7bR75.9bR10.7b4.7x5.1x0.7x
Mon, 06 Oct 2025R52.6bR75.9bR10.7b4.7x4.9x0.7x
Wed, 03 Sep 2025R56.5bR75.9bR10.7b5x5.3x0.7x
Fri, 01 Aug 2025R50.6bR76.3bR11.3b4.2x4.5x0.7x
Sun, 29 Jun 2025R46.6bR76.3bR11.3b3.8x4.1x0.6x
Tue, 27 May 2025R47.1bR76.3bR11.3b3.9x4.2x0.6x
Thu, 24 Apr 2025R50.7bR76.3bR11.3b4.2x4.5x0.7x
Sat, 22 Mar 2025R52.0bR76.3bR11.3b4.5x4.6x0.7x
Mon, 17 Feb 2025R55.8bR71.8bR12.4b4.6x4.5x0.8x
Wed, 15 Jan 2025R55.1bR71.8bR12.4b4.7x4.4x0.8x
Fri, 13 Dec 2024R59.1bR71.8bR12.4b4.9x4.7x0.8x
Sun, 10 Nov 2024R58.3bR71.8bR12.4b4.9x4.7x0.8x
Tue, 08 Oct 2024R57.6bR71.8bR12.4b4.7x4.6x0.8x
Thu, 05 Sep 2024R51.6bR71.8bR12.4b4.2x4.2x0.7x
Sat, 03 Aug 2024R61.7bR69.3bR16.5b3.6x3.8x0.9x
Mon, 01 Jul 2024R58.0bR69.3bR16.5b3.4x3.5x0.8x
Wed, 29 May 2024R62.4bR69.3bR16.5b3.7x3.8x0.9x
Fri, 26 Apr 2024R59.8bR69.3bR16.5b3.6x3.6x0.9x
Sun, 24 Mar 2024R58.6bR69.3bR16.5b3.5x3.6x0.8x
Tue, 20 Feb 2024R59.8bR81.9bR22.6b2.6x2.6x0.7x
Thu, 18 Jan 2024R64.3bR81.9bR22.6b2.8x2.8x0.8x
Sat, 16 Dec 2023R66.5bR81.9bR22.6b2.9x2.9x0.8x
Mon, 13 Nov 2023R67.2bR81.9bR22.6b3x3x0.8x
Wed, 11 Oct 2023R68.7bR81.9bR22.6b3x3x0.8x
Fri, 08 Sep 2023R61.4bR81.9bR22.6b2.7x2.7x0.7x
Sun, 06 Aug 2023R54.1bR97.1bR30.8b1.8x1.8x0.6x
Tue, 04 Jul 2023R59.6bR97.1bR30.8b2x1.9x0.6x
Thu, 01 Jun 2023R57.6bR97.1bR30.8b2x1.9x0.6x
Price to Earnings Ratio

1.9x


Total Market Cap: R57.6bTotal Earnings: R30.8bTotal Revenue: R97.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Coal and Fuels Industry Price to Earnings3Y Average 11.3x202420252026
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 75% per year over the last three years,
  • Revenues have also declined 9.8% 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 Market-0.81%
Energy-0.50%
Oil and Gas-0.50%
Coal and Fuels-0.50%
Oil and Gas Exploration and Production0%0
Oil and Gas Storage and Transportation0%0
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
TGA Thungela ResourcesR134.505.2%
+R838.1m		48.2%PS0.6x

Latest News

EXX
R205.98
Exxaro Resources
7D
-1.2%
1Y
41.3%
Narrative Update • May 19

EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver

Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).
TGA
R134.50
Thungela Resources
7D
5.2%
1Y
48.2%
Narrative Update • May 18

TGA: Higher Fair Value And Dividend Will Offset 2025 Loss

Analysts have lifted their price target for Thungela Resources from ZAR115.00 to ZAR180.00, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and a higher future P/E multiple. What's in the News Board meeting scheduled for 20 March 2026 to consider approval of the annual financial statements for the year ended 31 December 2025 for presentation at the next AGM (Key Developments).