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South African (JSE) Basic Materials Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies4
  • 7D-1.3%
  • 3M-1.4%
  • 1Y10.2%
  • YTD3.4%

The Basic Materials industry has stayed flat over the last week. The past year has been better, since the industry has gained 14% in that time. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026R16.0bR21.9bR1.0b13.6x15.4x0.7x
Wed, 08 Jul 2026R16.8bR21.9bR1.0b14.4x16.2x0.8x
Fri, 05 Jun 2026R15.9bR21.3bR732.1m20.3x21.8x0.7x
Sun, 03 May 2026R14.8bR21.3bR732.1m18.1x20.3x0.7x
Tue, 31 Mar 2026R15.0bR21.3bR732.1m17.4x20.5x0.7x
Thu, 26 Feb 2026R15.9bR21.3bR732.1m18.9x21.7x0.7x
Sat, 24 Jan 2026R16.2bR21.3bR732.1m17.8x22.2x0.8x
Mon, 22 Dec 2025R14.6bR21.3bR732.1m15.7x20x0.7x
Wed, 19 Nov 2025R14.5bR21.0bR704.5m17.4x20.6x0.7x
Fri, 17 Oct 2025R15.4bR19.8bR632.5m18.8x24.4x0.8x
Sun, 14 Sep 2025R14.0bR19.8bR632.5m16.4x22.1x0.7x
Tue, 12 Aug 2025R14.5bR19.8bR632.5m16.5x22.9x0.7x
Thu, 10 Jul 2025R14.8bR19.8bR632.5m16.8x23.5x0.8x
Sat, 07 Jun 2025R16.0bR19.7bR277.5m71x57.6x0.8x
Mon, 05 May 2025R16.0bR18.7bR935.7m10.7x17.1x0.9x
Wed, 02 Apr 2025R16.9bR18.7bR935.7m12x18x0.9x
Fri, 28 Feb 2025R15.6bR18.7bR935.7m12.2x16.7x0.8x
Sun, 26 Jan 2025R17.2bR18.7bR935.7m12.9x18.4x0.9x
Tue, 24 Dec 2024R18.9bR18.7bR935.7m14x20.2x1x
Thu, 21 Nov 2024R17.3bR18.7bR948.6m15.1x18.2x0.9x
Sat, 19 Oct 2024R16.6bR17.7bR840.6m13x19.8x0.9x
Mon, 16 Sep 2024R16.7bR17.7bR840.6m12.9x19.9x0.9x
Wed, 14 Aug 2024R16.2bR17.7bR840.6m12.4x19.2x0.9x
Fri, 12 Jul 2024R16.9bR17.7bR840.6m14x20.1x1x
Sun, 09 Jun 2024R15.6bR18.5bR962.5m13.7x16.2x0.8x
Tue, 07 May 2024R15.1bR17.5bR872.5m14.5x17.4x0.9x
Thu, 04 Apr 2024R14.0bR17.5bR872.5m13.5x16.1x0.8x
Sat, 02 Mar 2024R15.3bR17.5bR872.5m13.6x17.5x0.9x
Mon, 29 Jan 2024R15.5bR17.5bR872.5m14.3x17.8x0.9x
Wed, 27 Dec 2023R15.4bR17.5bR872.5m13.8x17.7x0.9x
Fri, 24 Nov 2023R14.7bR17.5bR872.5m13x16.9x0.8x
Sun, 22 Oct 2023R12.6bR16.1bR439.0m10.6x28.7x0.8x
Tue, 19 Sep 2023R13.0bR16.1bR439.0m11.4x29.6x0.8x
Thu, 17 Aug 2023R13.8bR16.1bR439.0m11.6x31.3x0.9x
Price to Earnings Ratio

31.3x


Total Market Cap: R13.8bTotal Earnings: R439.0mTotal Revenue: R16.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Basic Materials Industry Price to Earnings3Y Average 21.3x202420252026
Current Industry PE
  • Investors are pessimistic on the South African Basic Materials 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 15.7x which is lower than its 3-year average PE of 21.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Basic Materials industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

ZA Market4.38%
Materials15.91%
Basic Materials-1.25%
Construction Materials-1.25%
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
AFT AfrimatR27.241.7%
+R68.4m		-34.5%PE34x

Latest News

SEP
R1.71
Sephaku Holdings
7D
-2.3%
1Y
10.3%
AFT
R27.24
Afrimat
7D
1.7%
1Y
-34.5%
PPC
R7.37
PPC
7D
-1.1%
1Y
46.8%