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South African (JSE) Infrastructure Industry Analysis

UpdatedJul 27, 2026
DataAggregated Company Financials
Companies1
  • 7D-2.6%
  • 3M26.7%
  • 1Y126.8%
  • YTD57.1%

Over the last 7 days, the Infrastructure industry has dropped 2.6%, driven by declines from every company within the industry. This takes the industry's 12 month performance to a gain of 127%. Looking forward, earnings are forecast to decline by 5.5% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Jul 2026R17.8bR5.6bR2.1b8.6x8.6x3.2x
Wed, 24 Jun 2026R17.7bR5.6bR2.1b8.6x8.6x3.2x
Fri, 22 May 2026R16.5bR5.6bR2.1b8x8x3x
Sun, 19 Apr 2026R14.0bR5.6bR2.1b6.8x6.8x2.5x
Tue, 17 Mar 2026R11.7bR5.6bR2.1b5.6x5.6x2.1x
Thu, 12 Feb 2026R11.9bR4.9bR1.3b9.2x9.2x2.4x
Sat, 10 Jan 2026R11.7bR4.9bR1.3b9.1x9.1x2.4x
Mon, 08 Dec 2025R10.8bR4.9bR1.3b8.3x8.3x2.2x
Wed, 05 Nov 2025R11.4bR4.9bR1.3b8.8x8.8x2.3x
Fri, 03 Oct 2025R10.1bR4.9bR1.3b7.8x7.8x2.1x
Sun, 31 Aug 2025R10.2bR4.9bR1.3b7.9x7.9x2.1x
Tue, 29 Jul 2025R7.8bR5.0bR314.2m24.9x24.9x1.6x
Thu, 26 Jun 2025R8.4bR5.0bR314.2m26.7x26.7x1.7x
Sat, 24 May 2025R8.7bR5.0bR314.2m27.7x27.7x1.7x
Mon, 21 Apr 2025R7.7bR5.0bR314.2m24.6x24.6x1.6x
Wed, 19 Mar 2025R8.4bR5.0bR314.2m26.7x26.7x1.7x
Fri, 14 Feb 2025R8.8bR4.9bR1.0b8.5x8.5x1.8x
Sun, 12 Jan 2025R8.1bR4.9bR1.0b7.8x7.8x1.7x
Tue, 10 Dec 2024R8.4bR4.9bR1.0b8.2x8.2x1.7x
Thu, 07 Nov 2024R9.4bR4.9bR1.0b9.1x9.1x1.9x
Sat, 05 Oct 2024R10.2bR4.9bR1.0b9.9x9.9x2.1x
Mon, 02 Sep 2024R9.5bR4.9bR1.0b9.2x9.2x1.9x
Wed, 31 Jul 2024R10.5bR4.8bR987.8m10.6x10.6x2.2x
Fri, 28 Jun 2024R9.7bR4.8bR987.8m9.8x9.8x2x
Sun, 26 May 2024R9.3bR4.8bR987.8m9.4x9.4x1.9x
Tue, 23 Apr 2024R8.4bR4.8bR987.8m8.6x8.6x1.7x
Thu, 21 Mar 2024R8.5bR4.8bR987.8m8.6x8.6x1.7x
Sat, 17 Feb 2024R8.1bR6.1bR918.6m8.9x8.9x1.3x
Mon, 15 Jan 2024R7.7bR6.1bR918.6m8.4x8.4x1.3x
Wed, 13 Dec 2023R7.0bR6.1bR918.6m7.7x7.7x1.1x
Fri, 10 Nov 2023R7.3bR6.1bR918.6m7.9x7.9x1.2x
Sun, 08 Oct 2023R7.1bR6.1bR918.6m7.7x7.7x1.2x
Tue, 05 Sep 2023R7.2bR6.1bR918.6m7.9x7.9x1.2x
Thu, 03 Aug 2023R6.3bR5.9bR776.2m8.1x8.1x1.1x
Price to Earnings Ratio

8.1x


Total Market Cap: R6.3bTotal Earnings: R776.2mTotal Revenue: R5.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Infrastructure Industry Price to Earnings3Y Average 11.2x202420252026
Current Industry PE
    There is only one company in the South African Infrastructure 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 Infrastructure industry have grown 39% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the South African Industrials industry?

ZA Market-1.13%
Industrials-1.70%
Infrastructure-2.63%
Marine Ports and Services-2.63%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry even though it's trading below its 3-year average PE ratio of 11.2x.
    • Analysts are expecting annual earnings decline of 5.5%, which is lower than the prior year's growth of 558.6% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading below its 3-year average of 11.2x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Marine Ports and Services industry since they expect its earnings to decline by only 5.5% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 559% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 5.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

GND
R26.70
Grindrod
7D
-2.6%
1Y
126.8%
Narrative Update • Jul 14

GND: New Major Holder And Higher P/E Will Cap Future Upside

Analysts have revised their price target for Grindrod to ZAR27.00 from ZAR22.30, reflecting updated assumptions around profit margins and future P/E multiples, while keeping the discount rate and revenue growth expectations broadly similar. What's in the News for Grindrod Coronation Asset Management Proprietary Ltd.