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South African (JSE) Construction Materials Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies4
  • 7D4.2%
  • 3M4.9%
  • 1Y-9.8%
  • YTDn/a

The Construction Materials industry is up 4.2% in the last week, with PPC up 4.9%. In the same time, Brikor was down 14%. However, the industry is down 9.8% over the past year. Looking forward, earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026R15.8bR21.3bR732.1m16.6x21.5x0.7x
Thu, 11 Dec 2025R14.2bR21.3bR732.1m15.4x19.4x0.7x
Sat, 08 Nov 2025R14.8bR21.0bR700.5m17.4x21.1x0.7x
Mon, 06 Oct 2025R14.8bR19.8bR632.5m17.6x23.5x0.8x
Wed, 03 Sep 2025R14.1bR19.8bR632.5m16.8x22.3x0.7x
Fri, 01 Aug 2025R14.7bR19.8bR632.5m16.8x23.2x0.7x
Sun, 29 Jun 2025R15.2bR19.7bR638.5m17x23.9x0.8x
Tue, 27 May 2025R15.3bR19.7bR277.5m66.1x55x0.8x
Thu, 24 Apr 2025R14.9bR18.7bR935.7m10.5x15.9x0.8x
Sat, 22 Mar 2025R15.9bR18.7bR935.7m12.1x17x0.8x
Mon, 17 Feb 2025R16.9bR18.7bR935.7m12.7x18.1x0.9x
Wed, 15 Jan 2025R17.5bR18.7bR935.7m13.2x18.7x0.9x
Fri, 13 Dec 2024R18.6bR18.7bR935.7m14.3x19.9x1x
Sun, 10 Nov 2024R17.0bR18.9bR825.6m13.3x20.5x0.9x
Tue, 08 Oct 2024R16.9bR17.7bR840.6m13.1x20.1x1x
Thu, 05 Sep 2024R16.4bR17.7bR840.6m12.2x19.5x0.9x
Sat, 03 Aug 2024R16.5bR17.7bR840.6m13.1x19.7x0.9x
Mon, 01 Jul 2024R16.0bR17.7bR840.6m13x19.1x0.9x
Wed, 29 May 2024R15.9bR18.5bR968.1m13.8x16.4x0.9x
Fri, 26 Apr 2024R14.7bR17.5bR872.5m14.3x16.8x0.8x
Sun, 24 Mar 2024R14.2bR17.5bR872.5m13.2x16.3x0.8x
Tue, 20 Feb 2024R15.4bR17.5bR872.5m14.7x17.6x0.9x
Thu, 18 Jan 2024R15.3bR17.5bR872.5m13.7x17.6x0.9x
Sat, 16 Dec 2023R14.8bR17.5bR872.5m13.4x17x0.8x
Mon, 13 Nov 2023R12.7bR16.5bR456.8m12.5x27.8x0.8x
Wed, 11 Oct 2023R13.1bR16.1bR439.0m10.8x29.9x0.8x
Fri, 08 Sep 2023R13.2bR16.1bR439.0m11.8x30x0.8x
Sun, 06 Aug 2023R13.6bR16.1bR439.0m11.6x30.9x0.8x
Tue, 04 Jul 2023R13.6bR16.1bR439.0m11.1x30.9x0.8x
Thu, 01 Jun 2023R11.7bR15.9b-R165,768,455.008.4x-70.3x0.7x
Sat, 29 Apr 2023R12.6bR15.9b-R102,275,455.008x-123.5x0.8x
Mon, 27 Mar 2023R11.9bR15.9b-R102,275,455.007.5x-116.6x0.8x
Wed, 22 Feb 2023R13.7bR15.9b-R102,275,455.008.5x-133.9x0.9x
Fri, 20 Jan 2023R12.1bR15.9b-R102,275,455.008.2x-118.2x0.8x
Price to Earnings Ratio

-118.2x


Total Market Cap: R12.1bTotal Earnings: -R102,275,455.00Total Revenue: R15.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Construction Materials Industry Price to Earnings3Y Average 1.9x202420252026
Current Industry PE
  • Investors are optimistic on the South African Construction Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.5x which is higher than its 3-year average PE of 1.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
  • Total earnings for the Construction Materials industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 10% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does South African Construction Materials compare with similar industries?

ZA Market1.16%
Materials0.62%
Basic Materials4.24%
Construction Materials4.24%
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
PPC PPCR5.574.7%
+R383.0m		19.5%PE16.5x
AFT AfrimatR43.753.1%
+R199.3m		-32.2%PE40.7x
SEP Sephaku HoldingsR1.9313.5%
+R53.0m		14.2%PE5.7x

Latest News

PPC
R5.57
PPC
7D
4.7%
1Y
19.5%

PPC: Tariff Cuts And Rising EPS Guidance Will Support Bullish Outlook

Analysts have raised their price target on PPC slightly, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E as the basis for this modest adjustment. What's in the News President Donald Trump is expected to sign an order to reduce tariffs on beef, tomatoes, coffee and bananas, which could affect input costs and demand across the protein and grocery supply chain, including Pilgrim's Pride, Walmart, Costco and other listed food and retail names (Bloomberg).
AFT
R43.75
Afrimat
7D
3.1%
1Y
-32.2%
BIK
R0.12
Brikor
7D
-14.3%
1Y
-14.3%

Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching Revenues

Dec 20
Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching Revenues
SEP
R1.93
Sephaku Holdings
7D
13.5%
1Y
14.2%