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

South African (JSE) Industrial Conglomerates Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies4
  • 7D0.4%
  • 3M3.9%
  • 1Y13.2%
  • YTDn/a

Over the last 7 days, the Industrial Conglomerates industry has remained flat. As for the the longer term, the industry is up 13% over the past 12 months. 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
Mon, 10 Aug 2026R113.7bR196.2bR9.6b12.1x11.9x0.6x
Wed, 08 Jul 2026R109.6bR196.2bR9.6b11.8x11.4x0.6x
Fri, 05 Jun 2026R108.1bR196.2bR9.6b11.6x11.3x0.6x
Sun, 03 May 2026R108.6bR195.8bR8.7b12x12.5x0.6x
Tue, 31 Mar 2026R103.6bR195.8bR8.7b11.3x11.9x0.5x
Thu, 26 Feb 2026R111.8bR194.0bR8.5b12.2x13.1x0.6x
Sat, 24 Jan 2026R109.8bR194.0bR8.5b11.8x12.9x0.6x
Mon, 22 Dec 2025R104.6bR194.0bR8.5b11.3x12.3x0.5x
Wed, 19 Nov 2025R101.7bR193.8bR13.6b11.5x7.5x0.5x
Fri, 17 Oct 2025R98.3bR193.8bR13.6b10.9x7.2x0.5x
Sun, 14 Sep 2025R95.8bR193.8bR13.6b10.8x7.1x0.5x
Tue, 12 Aug 2025R101.3bR193.0bR15.0b6.6x6.8x0.5x
Thu, 10 Jul 2025R106.3bR193.0bR15.0b7x7.1x0.6x
Sat, 07 Jun 2025R109.7bR193.0bR15.0b8.1x7.3x0.6x
Mon, 05 May 2025R110.9bR193.4bR9.2b10.9x12x0.6x
Wed, 02 Apr 2025R109.2bR193.4bR9.2b11x11.8x0.6x
Fri, 28 Feb 2025R111.9bR189.6bR9.4b11.2x11.9x0.6x
Sun, 26 Jan 2025R118.2bR189.6bR9.4b12.1x12.6x0.6x
Tue, 24 Dec 2024R125.0bR189.6bR9.4b12.9x13.3x0.7x
Thu, 21 Nov 2024R131.0bR189.6bR9.1b14.1x14.4x0.7x
Sat, 19 Oct 2024R132.7bR189.6bR9.1b14.1x14.6x0.7x
Mon, 16 Sep 2024R128.3bR189.6bR9.1b13.5x14.1x0.7x
Wed, 14 Aug 2024R123.4bR187.3bR7.8b18.6x15.7x0.7x
Fri, 12 Jul 2024R129.8bR187.3bR7.8b19x16.6x0.7x
Sun, 09 Jun 2024R113.0bR187.3bR7.8b16.8x14.4x0.6x
Tue, 07 May 2024R117.1bR186.7bR10.4b12.8x11.3x0.6x
Thu, 04 Apr 2024R112.1bR186.7bR10.4b12.2x10.8x0.6x
Sat, 02 Mar 2024R110.8bR181.7bR10.2b12.3x10.8x0.6x
Mon, 29 Jan 2024R117.7bR189.3bR18.0b10.4x6.6x0.6x
Wed, 27 Dec 2023R120.7bR189.3bR18.0b10.3x6.7x0.6x
Fri, 24 Nov 2023R130.6bR188.6bR17.9b10.8x7.3x0.7x
Sun, 22 Oct 2023R123.8bR187.1bR17.9b10.2x6.9x0.7x
Tue, 19 Sep 2023R126.9bR187.1bR17.9b10.4x7.1x0.7x
Thu, 17 Aug 2023R130.6bR179.1bR18.6b5.5x7x0.7x
Price to Earnings Ratio

7x


Total Market Cap: R130.6bTotal Earnings: R18.6bTotal Revenue: R179.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrial Conglomerates Industry Price to Earnings3Y Average 10.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the South African Industrial Conglomerates industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 10.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Industrial Conglomerates industry have declined 20% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.1% 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 Market4.38%
Industrials-0.11%
Industrials0.42%
Industrial Conglomerates0.42%
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
RLO ReunertR60.084.5%
+R407.0m		12.3%PE10.1x
HCI Hosken Consolidated InvestmentsR176.490.4%
+R49.0m		44.1%PE5.2x

Latest News

HCI
R176.49
Hosken Consolidated Investments
7D
0.4%
1Y
44.1%
KAP
R2.63
KAP
7D
-2.2%
1Y
56.5%
Narrative Update • Jul 15

KAP: FY26 EPS Rebound Will Likely Conceal Ongoing Earnings Quality Risk

Analysts have raised their price target on KAP to ZAR2.45 from ZAR2.15, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the revision. What's in the News KAP issued earnings guidance for the 11 months of the 2026 financial year up to 31 May 2026, indicating expected earnings per share of at least 34.2 cents for FY26 before potential impairments, compared with 0.4 cents reported for FY25.
BVT
R248.22
Bidvest Group
7D
-0.2%
1Y
7.1%
Narrative Update • Jun 25

BVT: Dividend Policy Will Continue To Support Future Upside

Analysts have maintained their fair value estimate for Bidvest Group at ZAR291.76 per share, making only minor adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions that inform the updated price target view. What's in the News for Bidvest Group No recent company specific news items for Bidvest Group were identified from the provided sources.
RLO
R60.08
Reunert
7D
4.5%
1Y
12.3%