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

South African (JSE) Industrial Conglomerates Industry Analysis

UpdatedAug 14, 2025
DataAggregated Company Financials
Companies4
  • 7D3.4%
  • 3M-3.7%
  • 1Y-16.0%
  • YTDn/a

Over the last 7 days, the Industrial Conglomerates industry has dropped 3.0%, driven by declines from every company within the industry. The industry has fallen 18% in the last year. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 Aug 2025R104.8bR193.0bR15.0b6.7x7x0.5x
Sat, 12 Jul 2025R106.3bR193.0bR15.0b7x7.1x0.6x
Mon, 09 Jun 2025R109.7bR193.0bR15.0b8.1x7.3x0.6x
Wed, 07 May 2025R109.1bR193.4bR9.2b10.7x11.8x0.6x
Fri, 04 Apr 2025R102.3bR193.4bR9.2b10.1x11.1x0.5x
Sun, 02 Mar 2025R111.6bR189.6bR9.4b11x11.9x0.6x
Tue, 28 Jan 2025R118.2bR189.6bR9.4b11.9x12.6x0.6x
Thu, 26 Dec 2024R125.3bR189.6bR9.4b12.8x13.3x0.7x
Sat, 23 Nov 2024R131.8bR189.9bR9.1b13.6x14.4x0.7x
Mon, 21 Oct 2024R132.7bR189.6bR9.1b14.1x14.6x0.7x
Wed, 18 Sep 2024R131.5bR189.6bR9.1b13.9x14.5x0.7x
Fri, 16 Aug 2024R126.3bR187.3bR7.8b18.7x16.1x0.7x
Sun, 14 Jul 2024R127.6bR187.3bR7.8b18.8x16.3x0.7x
Tue, 11 Jun 2024R113.0bR187.3bR7.8b16.5x14.4x0.6x
Thu, 09 May 2024R118.2bR186.7bR10.4b12.9x11.4x0.6x
Sat, 06 Apr 2024R112.6bR186.7bR10.4b12.3x10.8x0.6x
Mon, 04 Mar 2024R110.8bR181.7bR10.2b12.3x10.8x0.6x
Wed, 31 Jan 2024R118.7bR189.3bR18.0b10.6x6.6x0.6x
Fri, 29 Dec 2023R122.0bR189.3bR18.0b10.3x6.8x0.6x
Sun, 26 Nov 2023R130.8bR188.6bR17.9b10.7x7.3x0.7x
Tue, 24 Oct 2023R123.3bR187.1bR17.9b10.3x6.9x0.7x
Thu, 21 Sep 2023R131.6bR187.1bR17.9b10.4x7.3x0.7x
Sat, 19 Aug 2023R128.6bR179.1bR18.6b5.4x6.9x0.7x
Mon, 17 Jul 2023R128.2bR179.1bR18.6b5.7x6.9x0.7x
Wed, 14 Jun 2023R129.3bR179.1bR18.6b5.8x7x0.7x
Fri, 12 May 2023R115.1bR176.8bR18.1b4.8x6.4x0.7x
Sun, 09 Apr 2023R123.9bR176.8bR18.1b5.3x6.9x0.7x
Tue, 07 Mar 2023R130.1bR169.8bR17.7b5.5x7.4x0.8x
Thu, 02 Feb 2023R114.7bR168.1bR17.9b5.8x6.4x0.7x
Sat, 31 Dec 2022R109.6bR168.1bR17.9b6.3x6.1x0.7x
Mon, 28 Nov 2022R114.1bR164.5bR17.1b6.7x6.7x0.7x
Wed, 26 Oct 2022R108.4bR164.5bR17.1b6.6x6.3x0.7x
Fri, 23 Sep 2022R109.4bR164.5bR17.1b6.9x6.4x0.7x
Sun, 21 Aug 2022R128.0bR156.2bR16.4b7.7x7.8x0.8x
Price to Earnings Ratio

7.8x


Total Market Cap: R128.0bTotal Earnings: R16.4bTotal Revenue: R156.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrial Conglomerates Industry Price to Earnings3Y Average 9.6x202320242025
Current Industry PE
  • Investors are pessimistic on the South African Industrial Conglomerates 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 6.8x which is lower than its 3-year average PE of 9.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Industrial Conglomerates industry have declined 3.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.3% 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 Market2.49%
Industrials2.48%
Industrials3.44%
Industrial Conglomerates3.44%
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 GroupR240.294.7%
+R3.7b		-11.0%PE12.9x
RLO ReunertR54.861.2%
+R100.6m		-23.9%PE9.1x
HCI Hosken Consolidated InvestmentsR127.670.2%
+R16.9m		-28.7%PE1.5x

Latest News

HCI
R127.67
Hosken Consolidated Investments
7D
0.2%
1Y
-28.7%
BVT
R240.29
Bidvest Group
7D
4.7%
1Y
-11.0%

Some Confidence Is Lacking In The Bidvest Group Limited's (JSE:BVT) P/E

Jul 14
Some Confidence Is Lacking In The Bidvest Group Limited's (JSE:BVT) P/E
KAP
R1.70
KAP
7D
-6.6%
1Y
-41.4%
RLO
R54.86
Reunert
7D
1.2%
1Y
-23.9%