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South African (JSE) Construction Materials Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies4
  • 7D2.0%
  • 3M5.0%
  • 1Y-11.9%
  • YTDn/a

Over the last 7 days, the Construction Materials industry has risen 2.0%, driven by gains from Afrimat of 3.5%. Meanwhile, Brikor actually underperformed within the industry, shrinking 14% in the last week. In contrast, the industry has lost 12% in the last 12 months. As for the next few years, earnings are expected to grow by 38% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026R15.8bR21.3bR732.1m16.6x21.5x0.7x
Wed, 10 Dec 2025R14.4bR21.3bR732.1m15.5x19.7x0.7x
Fri, 07 Nov 2025R14.9bR21.0bR700.5m17.6x21.2x0.7x
Sun, 05 Oct 2025R14.8bR19.8bR632.5m17.6x23.5x0.8x
Tue, 02 Sep 2025R14.4bR19.8bR632.5m17.1x22.8x0.7x
Thu, 31 Jul 2025R15.0bR19.8bR632.5m16.9x23.7x0.8x
Sat, 28 Jun 2025R15.2bR19.7bR638.5m17x23.9x0.8x
Mon, 26 May 2025R15.2bR19.7bR277.5m65.3x54.7x0.8x
Wed, 23 Apr 2025R15.1bR18.7bR935.7m10.9x16.1x0.8x
Fri, 21 Mar 2025R15.9bR18.7bR935.7m12.1x17x0.8x
Sun, 16 Feb 2025R16.9bR18.7bR935.7m12.7x18.1x0.9x
Tue, 14 Jan 2025R17.4bR18.7bR935.7m13x18.6x0.9x
Thu, 12 Dec 2024R18.5bR18.7bR935.7m14.2x19.8x1x
Sat, 09 Nov 2024R17.0bR18.9bR812.6m13.3x20.9x0.9x
Mon, 07 Oct 2024R16.9bR17.7bR840.6m13.1x20.1x1x
Wed, 04 Sep 2024R16.7bR17.7bR840.6m12.5x19.8x0.9x
Fri, 02 Aug 2024R16.7bR17.7bR840.6m13.2x19.9x0.9x
Sun, 30 Jun 2024R16.0bR17.7bR840.6m13x19.1x0.9x
Tue, 28 May 2024R16.1bR18.5bR968.1m13.7x16.6x0.9x
Thu, 25 Apr 2024R14.9bR17.5bR872.5m14.1x17.1x0.8x
Sat, 23 Mar 2024R14.2bR17.5bR872.5m13.2x16.3x0.8x
Mon, 19 Feb 2024R15.3bR17.5bR872.5m14.7x17.5x0.9x
Wed, 17 Jan 2024R15.7bR17.5bR872.5m14.2x18x0.9x
Fri, 15 Dec 2023R14.8bR17.5bR872.5m13.4x17x0.8x
Sun, 12 Nov 2023R12.7bR16.5bR456.8m12.5x27.8x0.8x
Tue, 10 Oct 2023R13.2bR16.1bR439.0m11x30x0.8x
Thu, 07 Sep 2023R13.1bR16.1bR439.0m11.5x29.9x0.8x
Sat, 05 Aug 2023R13.6bR16.1bR439.0m11.6x30.9x0.8x
Mon, 03 Jul 2023R13.8bR16.1bR439.0m11.9x31.3x0.9x
Wed, 31 May 2023R11.4bR15.9b-R165,768,455.008.2x-68.6x0.7x
Fri, 28 Apr 2023R12.3bR15.9b-R102,275,455.007.9x-120.7x0.8x
Sun, 26 Mar 2023R11.9bR15.9b-R102,275,455.007.5x-116.6x0.8x
Tue, 21 Feb 2023R13.7bR15.9b-R102,275,455.008.3x-134.3x0.9x
Thu, 19 Jan 2023R12.2bR15.9b-R102,275,455.008.2x-118.9x0.8x
Price to Earnings Ratio

-118.9x


Total Market Cap: R12.2bTotal 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 1.7x202420252026
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 1.6x.
  • 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 Market1.61%
Materials3.05%
Basic Materials2.02%
Construction Materials2.02%
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 AfrimatR43.903.5%
+R228.2m		-33.3%PE40.8x
PPC PPCR5.580.9%
+R76.6m		16.3%PE16.6x
SEP Sephaku HoldingsR1.865.7%
+R23.0m		10.1%PE5.5x

Latest News

PPC
R5.58
PPC
7D
0.9%
1Y
16.3%

PPC: Future Tariff Cuts Will Support Earnings Momentum And Share Upside

Analysts have slightly raised their price target on PPC to reflect a modest uptick in earnings visibility and valuation confidence, nudging the projected fair value toward approximately $6.80 per share. What's in the News President Trump is expected to sign an order reducing tariffs on beef, tomatoes, coffee and bananas.
AFT
R43.90
Afrimat
7D
3.5%
1Y
-33.3%
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
R1.86
Sephaku Holdings
7D
5.7%
1Y
10.1%