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South African (JSE) Construction Materials Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies4
  • 7D1.6%
  • 3M11.2%
  • 1Y0.3%
  • YTDn/a

The Construction Materials industry is up 2.1% in the last week, with PPC up 4.6%. This takes the industry's 12 month performance to a gain of 5.7%. 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
Mon, 02 Mar 2026R16.4bR21.3bR732.1m19.6x22.5x0.8x
Wed, 28 Jan 2026R16.3bR21.3bR732.1m17.7x22.3x0.8x
Fri, 26 Dec 2025R15.1bR21.3bR732.1m16.1x20.6x0.7x
Sun, 23 Nov 2025R14.7bR21.0bR704.5m17.7x20.9x0.7x
Tue, 21 Oct 2025R15.3bR19.8bR632.5m18.6x24.2x0.8x
Thu, 18 Sep 2025R14.0bR19.8bR632.5m16.4x22.1x0.7x
Sat, 16 Aug 2025R14.6bR19.8bR632.5m16.7x23.1x0.7x
Mon, 14 Jul 2025R15.2bR19.8bR632.5m16.8x24.1x0.8x
Wed, 11 Jun 2025R16.5bR19.7bR636.5m17.5x25.9x0.8x
Fri, 09 May 2025R15.4bR18.7bR935.7m10.3x16.5x0.8x
Sun, 06 Apr 2025R15.2bR18.7bR935.7m11.3x16.2x0.8x
Tue, 04 Mar 2025R16.3bR18.7bR935.7m12x17.5x0.9x
Thu, 30 Jan 2025R16.7bR18.7bR935.7m12.5x17.8x0.9x
Sat, 28 Dec 2024R18.8bR18.7bR935.7m14.1x20.1x1x
Mon, 25 Nov 2024R17.3bR18.7bR948.6m14.9x18.3x0.9x
Wed, 23 Oct 2024R16.6bR17.7bR840.6m12.9x19.8x0.9x
Fri, 20 Sep 2024R17.0bR17.7bR840.6m13.1x20.2x1x
Sun, 18 Aug 2024R16.3bR17.7bR840.6m12.2x19.4x0.9x
Tue, 16 Jul 2024R16.7bR17.7bR840.6m13.7x19.9x0.9x
Thu, 13 Jun 2024R15.5bR18.5bR962.5m15.6x16.1x0.8x
Sat, 11 May 2024R15.5bR17.5bR872.5m14.8x17.8x0.9x
Mon, 08 Apr 2024R13.8bR17.5bR872.5m12.7x15.8x0.8x
Wed, 06 Mar 2024R15.3bR17.5bR872.5m13.6x17.5x0.9x
Fri, 02 Feb 2024R15.9bR17.5bR872.5m14.1x18.3x0.9x
Sun, 31 Dec 2023R16.1bR17.5bR872.5m15.1x18.4x0.9x
Tue, 28 Nov 2023R14.4bR17.5bR872.5m12.8x16.5x0.8x
Thu, 26 Oct 2023R12.3bR16.1bR439.0m10.3x28.1x0.8x
Sat, 23 Sep 2023R13.0bR16.1bR439.0m11x29.5x0.8x
Mon, 21 Aug 2023R13.7bR16.1bR439.0m11.7x31.3x0.9x
Wed, 19 Jul 2023R13.4bR16.1bR439.0m11.3x30.6x0.8x
Fri, 16 Jun 2023R12.4bR16.0b-R165,985,455.008.6x-75x0.8x
Sun, 14 May 2023R12.4bR15.9b-R102,275,455.008x-121.5x0.8x
Tue, 11 Apr 2023R12.2bR15.9b-R102,275,455.007.5x-119.4x0.8x
Thu, 09 Mar 2023R12.9bR15.9b-R102,275,455.007.8x-126.2x0.8x
Price to Earnings Ratio

-126.2x


Total Market Cap: R12.9bTotal 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 8.4x202420252026
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 22.5x which is higher than its 3-year average PE of 8.3x.
  • 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 Market3.39%
Materials10.46%
Basic Materials1.61%
Construction Materials1.61%
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 PPCR6.593.8%
+R367.7m		46.4%PE19.6x

Latest News

PPC
R6.59
PPC
7D
3.8%
1Y
46.4%

PPC: Stable Assumptions And Modest Model Tweaks Will Guide Balanced Outlook

Analysts increased their price target on PPC by ZAR2, reflecting updated views on the stock's valuation after revisiting assumptions such as discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the ZAR2 price target uplift as consistent with refreshed assumptions around discount rate and future P/E, which they view as better aligned with PPC's risk profile and potential earnings power.
AFT
R37.92
Afrimat
7D
-1.3%
1Y
-36.2%
SEP
R2.14
Sephaku Holdings
7D
-2.7%
1Y
38.1%
BIK
R0.11
Brikor
7D
-15.4%
1Y
-21.4%

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