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South African (JSE) Industrial Conglomerates Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies4
  • 7D3.8%
  • 3M-0.7%
  • 1Y3.8%
  • YTDn/a

All of the companies in the Industrial Conglomerates industry have been up over the last week, with the industry up 2.3%. This means that the industry has gained 4.6% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the South African Industrial Conglomerates Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026R111.0bR195.8bR8.7b11.7x12.7x0.6x
Thu, 23 Apr 2026R109.0bR195.8bR8.7b12x12.5x0.6x
Sat, 21 Mar 2026R103.3bR195.8bR8.7b11.2x11.9x0.5x
Mon, 16 Feb 2026R109.0bR194.0bR8.5b11.7x12.8x0.6x
Wed, 14 Jan 2026R110.8bR194.0bR8.5b11.9x13x0.6x
Fri, 12 Dec 2025R103.3bR194.0bR8.5b11.2x12.2x0.5x
Sun, 09 Nov 2025R99.9bR193.8bR13.6b11.2x7.4x0.5x
Tue, 07 Oct 2025R96.4bR193.8bR13.6b10.8x7.1x0.5x
Thu, 04 Sep 2025R96.6bR193.8bR13.6b10.7x7.1x0.5x
Sat, 02 Aug 2025R103.8bR193.0bR15.0b6.9x6.9x0.5x
Mon, 30 Jun 2025R104.7bR193.0bR15.0b7.4x7x0.5x
Wed, 28 May 2025R107.9bR193.4bR9.2b10.3x11.7x0.6x
Fri, 25 Apr 2025R106.0bR193.4bR9.2b10.6x11.5x0.5x
Sun, 23 Mar 2025R110.4bR193.4bR9.2b10.6x12x0.6x
Tue, 18 Feb 2025R115.4bR189.6bR9.4b11.5x12.3x0.6x
Thu, 16 Jan 2025R120.0bR189.6bR9.4b12.4x12.8x0.6x
Sat, 14 Dec 2024R128.8bR189.6bR9.4b13.2x13.7x0.7x
Mon, 11 Nov 2024R133.2bR189.6bR9.1b14.2x14.7x0.7x
Wed, 09 Oct 2024R129.8bR189.6bR9.1b14x14.3x0.7x
Fri, 06 Sep 2024R133.1bR189.6bR9.1b13.9x14.7x0.7x
Sun, 04 Aug 2024R124.7bR187.3bR7.8b18.7x15.9x0.7x
Tue, 02 Jul 2024R132.2bR187.3bR7.8b19.1x16.9x0.7x
Thu, 30 May 2024R118.8bR187.3bR7.8b17.8x15.2x0.6x
Sat, 27 Apr 2024R112.2bR186.7bR10.4b12.3x10.8x0.6x
Mon, 25 Mar 2024R114.5bR186.7bR10.4b12.6x11x0.6x
Wed, 21 Feb 2024R109.6bR181.9bR10.5b12.2x10.4x0.6x
Fri, 19 Jan 2024R119.4bR189.3bR18.0b10.6x6.6x0.6x
Sun, 17 Dec 2023R119.3bR189.3bR18.0b10.4x6.6x0.6x
Tue, 14 Nov 2023R129.7bR187.1bR17.9b10.5x7.2x0.7x
Thu, 12 Oct 2023R131.2bR187.1bR17.9b10.4x7.3x0.7x
Sat, 09 Sep 2023R129.4bR187.1bR17.9b10.2x7.2x0.7x
Mon, 07 Aug 2023R132.2bR179.1bR18.6b5.5x7.1x0.7x
Wed, 05 Jul 2023R128.2bR179.1bR18.6b5.6x6.9x0.7x
Fri, 02 Jun 2023R118.2bR179.1bR18.6b5.3x6.4x0.7x
Price to Earnings Ratio

6.4x


Total Market Cap: R118.2bTotal Earnings: R18.6bTotal Revenue: R179.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrial Conglomerates Industry Price to Earnings3Y Average 10.6x202420252026
Current Industry PE
  • Investors are optimistic on the South African Industrial Conglomerates industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 12.6x which is higher than its 3-year average PE of 10.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Industrial Conglomerates industry have declined 22% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does South African Industrial Conglomerates compare with similar industries?

ZA Market1.93%
Industrials2.96%
Industrials3.75%
Industrial Conglomerates3.75%
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
BVT Bidvest GroupR240.453.7%
+R2.9b		0.2%PE13.7x
HCI Hosken Consolidated InvestmentsR170.504.0%
+R482.3m		32.4%PE7.9x
RLO ReunertR64.134.5%
+R436.8m		6.5%PE9.8x
KAP KAPR2.693.1%
+R200.6m		3.5%PE53.5x

Latest News

HCI
R170.50
Hosken Consolidated Investments
7D
4.0%
1Y
32.4%
RLO
R64.13
Reunert
7D
4.5%
1Y
6.5%
BVT
R240.45
Bidvest Group
7D
3.7%
1Y
0.2%
Narrative Update • May 13

BVT: Dividend Policy And Mobility Partnership Will Support Future Upside

Analysts have maintained Bidvest Group's fair value estimate at ZAR294.39 per share. A slightly lower discount rate and modestly adjusted future P/E assumption have led to a refined price target that reflects updated views on the stock's risk profile and earnings potential.
KAP
R2.69
KAP
7D
3.1%
1Y
3.5%