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South African (JSE) Industrial Conglomerates Industry Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies4
  • 7D-2.4%
  • 3M1.3%
  • 1Y6.0%
  • YTDn/a

Over the last 7 days, the Industrial Conglomerates industry has remained flat. As for the the longer term, the industry is up 4.1% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026R108.4bR196.2bR9.6b11.8x11.3x0.6x
Thu, 11 Jun 2026R107.0bR196.2bR9.6b11.4x11.2x0.5x
Sat, 09 May 2026R109.7bR195.8bR8.7b12.1x12.6x0.6x
Mon, 06 Apr 2026R104.0bR195.8bR8.7b11.4x11.9x0.5x
Wed, 04 Mar 2026R108.4bR194.0bR8.5b11.8x12.8x0.6x
Fri, 30 Jan 2026R107.1bR194.0bR8.5b11.5x12.6x0.6x
Sun, 28 Dec 2025R106.2bR194.0bR8.5b11.5x12.5x0.5x
Tue, 25 Nov 2025R104.4bR193.5bR13.6b11.5x7.6x0.5x
Thu, 23 Oct 2025R100.4bR193.8bR13.6b11.1x7.4x0.5x
Sat, 20 Sep 2025R97.2bR193.8bR13.6b11x7.2x0.5x
Mon, 18 Aug 2025R103.8bR193.0bR15.0b6.7x6.9x0.5x
Wed, 16 Jul 2025R101.8bR193.0bR15.0b6.8x6.8x0.5x
Fri, 13 Jun 2025R106.2bR193.0bR15.0b7.2x7.1x0.6x
Sun, 11 May 2025R106.9bR193.4bR9.2b10.7x11.6x0.6x
Tue, 08 Apr 2025R99.5bR193.4bR9.2b9.7x10.8x0.5x
Thu, 06 Mar 2025R108.2bR193.4bR9.2b11.1x11.7x0.6x
Sat, 01 Feb 2025R116.5bR189.6bR9.4b12x12.4x0.6x
Mon, 30 Dec 2024R123.5bR189.6bR9.4b12.8x13.1x0.7x
Wed, 27 Nov 2024R129.9bR189.9bR9.1b13.5x14.2x0.7x
Fri, 25 Oct 2024R131.3bR189.6bR9.1b13.9x14.5x0.7x
Sun, 22 Sep 2024R131.8bR189.6bR9.1b13.9x14.5x0.7x
Tue, 20 Aug 2024R131.5bR187.3bR7.8b19.2x16.8x0.7x
Thu, 18 Jul 2024R125.4bR187.3bR7.8b18.8x16x0.7x
Sat, 15 Jun 2024R118.3bR187.3bR7.8b17.4x15.1x0.6x
Mon, 13 May 2024R118.3bR186.7bR10.4b13x11.4x0.6x
Wed, 10 Apr 2024R113.9bR186.7bR10.4b12.4x11x0.6x
Fri, 08 Mar 2024R118.7bR186.7bR10.4b12.8x11.4x0.6x
Sun, 04 Feb 2024R116.1bR189.3bR18.0b10.4x6.5x0.6x
Tue, 02 Jan 2024R123.0bR189.3bR18.0b10.4x6.8x0.6x
Thu, 30 Nov 2023R116.0bR188.6bR17.9b10.8x6.5x0.6x
Sat, 28 Oct 2023R123.0bR187.1bR17.9b9.8x6.9x0.7x
Mon, 25 Sep 2023R131.4bR187.1bR17.9b10.3x7.3x0.7x
Wed, 23 Aug 2023R129.4bR179.1bR18.6b5.5x7x0.7x
Fri, 21 Jul 2023R129.3bR179.1bR18.6b5.7x7x0.7x
Price to Earnings Ratio

7x


Total Market Cap: R129.3bTotal Earnings: R18.6bTotal Revenue: R179.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Industrial Conglomerates Industry Price to Earnings3Y Average 10.8x202420252026
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 10.8x.
  • 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 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 Market-0.85%
Industrials-1.63%
Industrials-2.42%
Industrial Conglomerates-2.42%
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 ReunertR60.222.2%
+R201.1m		11.7%PE10.1x

Latest News

KAP
R2.73
KAP
7D
-1.1%
1Y
53.4%
Narrative Update • Jun 26

KAP: FY26 EPS Guidance Will Likely Mask Ongoing Valuation Risk

The analyst price target for KAP has shifted from ZAR1.95 to ZAR2.15, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin and forward P/E to support the new valuation view. What's in the News for KAP KAP Limited has issued earnings guidance for the first 11 months of the 2026 financial year up to 31 May 2026, indicating expected earnings per share of at least 34.2 cents per share for FY26 before the effect of potential impairments.
BVT
R236.50
Bidvest Group
7D
-1.4%
1Y
3.5%
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.
HCI
R162.01
Hosken Consolidated Investments
7D
-0.6%
1Y
16.1%
RLO
R60.22
Reunert
7D
2.2%
1Y
11.7%