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South African (JSE) Infrastructure Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies1
  • 7D-3.7%
  • 3M8.2%
  • 1Y35.8%
  • YTD2.8%

All of the companies in the Infrastructure industry have been up over the last week, with the industry up 2.5%. This means that the industry has gained 41% over the past year. In the next few years, earnings are forecast to decline by 3.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026R11.7bR4.9bR1.3b9x9x2.4x
Sat, 31 Jan 2026R11.5bR4.9bR1.3b8.9x8.9x2.4x
Mon, 29 Dec 2025R11.2bR4.9bR1.3b8.7x8.7x2.3x
Wed, 26 Nov 2025R11.2bR4.9bR1.3b8.7x8.7x2.3x
Fri, 24 Oct 2025R11.2bR4.9bR1.3b8.6x8.6x2.3x
Sun, 21 Sep 2025R10.0bR4.9bR1.3b7.7x7.7x2.1x
Tue, 19 Aug 2025R8.0bR5.0bR314.2m25.6x25.6x1.6x
Thu, 17 Jul 2025R7.6bR5.0bR314.2m24.2x24.2x1.5x
Sat, 14 Jun 2025R8.9bR5.0bR314.2m28.5x28.5x1.8x
Mon, 12 May 2025R8.0bR5.0bR314.2m25.4x25.4x1.6x
Wed, 09 Apr 2025R7.4bR5.0bR314.2m23.5x23.5x1.5x
Fri, 07 Mar 2025R8.1bR5.0bR390.3m20.8x20.8x1.6x
Sun, 02 Feb 2025R8.2bR4.9bR1.0b8x8x1.7x
Tue, 31 Dec 2024R7.9bR4.9bR1.0b7.7x7.7x1.6x
Thu, 28 Nov 2024R8.7bR4.9bR1.0b8.4x8.4x1.8x
Sat, 26 Oct 2024R9.9bR4.9bR1.0b9.7x9.7x2x
Mon, 23 Sep 2024R10.0bR4.9bR1.0b9.7x9.7x2.1x
Wed, 21 Aug 2024R10.5bR4.8bR987.8m10.6x10.6x2.2x
Fri, 19 Jul 2024R10.5bR4.8bR987.8m10.6x10.6x2.2x
Sun, 16 Jun 2024R9.0bR4.8bR987.8m9.1x9.1x1.9x
Tue, 14 May 2024R8.7bR4.8bR987.8m8.8x8.8x1.8x
Thu, 11 Apr 2024R8.6bR4.8bR987.8m8.7x8.7x1.8x
Sat, 09 Mar 2024R8.7bR6.1bR918.6m9.4x9.4x1.4x
Mon, 05 Feb 2024R8.1bR6.1bR918.6m8.8x8.8x1.3x
Wed, 03 Jan 2024R7.6bR6.1bR918.6m8.3x8.3x1.2x
Fri, 01 Dec 2023R6.9bR6.1bR918.6m7.5x7.5x1.1x
Sun, 29 Oct 2023R7.3bR6.1bR918.6m7.9x7.9x1.2x
Tue, 26 Sep 2023R7.4bR6.1bR918.6m8.1x8.1x1.2x
Thu, 24 Aug 2023R6.6bR5.9bR776.2m8.6x8.6x1.1x
Sat, 22 Jul 2023R6.4bR5.9bR776.2m8.3x8.3x1.1x
Mon, 19 Jun 2023R6.3bR5.9bR776.2m8.1x8.1x1.1x
Wed, 17 May 2023R6.0bR5.9bR776.2m7.7x7.7x1x
Fri, 14 Apr 2023R5.9bR5.9bR776.2m7.7x7.7x1x
Sun, 12 Mar 2023R6.2bR5.9bR776.2m7.9x7.9x1x
Price to Earnings Ratio

7.9x


Total Market Cap: R6.2bTotal 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 19% per year over the last three years.
  • Meanwhile revenues for these companies have declined 6.1% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

ZA Market-4.00%
Industrials-2.23%
Infrastructure-3.69%
Marine Ports and Services-3.69%
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 3.2%, which is lower than the prior year's growth of 25.8% 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 3.2% 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 26% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 3.2% 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
R17.44
Grindrod
7D
-5.4%
1Y
43.4%

GND: Earnings Guidance Surge Will Support Future Upside Potential

Analysts have kept their ZAR fair value estimate for Grindrod unchanged at around ZAR22.00 per share, citing only small tweaks to assumptions such as discount rate, revenue growth, profit margin and expected future P/E as the basis for maintaining their price view. What's in the News Grindrod issued earnings guidance for the year ending 31 December 2025, giving the market a clearer view of management expectations for the next reporting period (Key Developments).