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South African (JSE) Construction Materials Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies4
  • 7D4.0%
  • 3M4.6%
  • 1Y-20.5%
  • YTDn/a

Over the last 7 days, the Construction Materials industry has risen 4.9%, driven by gains from PPC of 4.4%. Meanwhile, Brikor actually underperformed within the industry, shrinking 14% in the last week. In the past year, the industry is down 20%. 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
Thu, 25 Dec 2025R15.1bR21.3bR732.1m16.1x20.6x0.7x
Sat, 22 Nov 2025R14.7bR21.0bR704.5m17.7x20.9x0.7x
Mon, 20 Oct 2025R15.2bR19.8bR632.5m18.5x24.1x0.8x
Wed, 17 Sep 2025R13.9bR19.8bR632.5m16.2x21.9x0.7x
Fri, 15 Aug 2025R14.5bR19.8bR632.5m16.7x22.9x0.7x
Sun, 13 Jul 2025R15.2bR19.8bR632.5m16.8x24.1x0.8x
Tue, 10 Jun 2025R16.0bR19.7bR277.5m71.8x57.6x0.8x
Thu, 08 May 2025R15.8bR18.7bR935.7m10.6x16.9x0.8x
Sat, 05 Apr 2025R15.2bR18.7bR935.7m11.3x16.2x0.8x
Mon, 03 Mar 2025R15.5bR18.7bR935.7m12.1x16.6x0.8x
Wed, 29 Jan 2025R17.1bR18.7bR935.7m12.8x18.3x0.9x
Fri, 27 Dec 2024R18.9bR18.7bR935.7m14.1x20.2x1x
Sun, 24 Nov 2024R17.3bR18.7bR948.6m14.9x18.3x0.9x
Tue, 22 Oct 2024R16.9bR17.7bR840.6m13.1x20.1x1x
Thu, 19 Sep 2024R16.6bR17.7bR840.6m13x19.7x0.9x
Sat, 17 Aug 2024R16.3bR17.7bR840.6m12.2x19.4x0.9x
Mon, 15 Jul 2024R16.8bR17.7bR840.6m13.8x20x1x
Wed, 12 Jun 2024R15.5bR18.5bR962.5m15.4x16.1x0.8x
Fri, 10 May 2024R15.7bR17.5bR872.5m14.5x18x0.9x
Sun, 07 Apr 2024R13.8bR17.5bR872.5m12.7x15.8x0.8x
Tue, 05 Mar 2024R15.4bR17.5bR872.5m13.8x17.6x0.9x
Thu, 01 Feb 2024R15.8bR17.5bR872.5m14.1x18.1x0.9x
Sat, 30 Dec 2023R16.1bR17.5bR872.5m15.1x18.4x0.9x
Mon, 27 Nov 2023R14.5bR17.5bR872.5m13x16.6x0.8x
Wed, 25 Oct 2023R12.7bR16.1bR439.0m10.3x28.8x0.8x
Fri, 22 Sep 2023R13.1bR16.1bR439.0m11.1x29.9x0.8x
Sun, 20 Aug 2023R13.7bR16.1bR439.0m11.7x31.3x0.9x
Tue, 18 Jul 2023R13.3bR16.1bR439.0m11.5x30.3x0.8x
Thu, 15 Jun 2023R12.2bR16.0b-R165,985,455.008.5x-73.5x0.8x
Sat, 13 May 2023R12.4bR15.9b-R102,275,455.008x-121.5x0.8x
Mon, 10 Apr 2023R12.2bR15.9b-R102,275,455.007.5x-119.4x0.8x
Wed, 08 Mar 2023R12.7bR15.9b-R102,275,455.007.7x-124.1x0.8x
Fri, 03 Feb 2023R12.9bR15.9b-R102,275,455.008.4x-126.6x0.8x
Sun, 01 Jan 2023R11.2bR15.9b-R102,275,455.007.7x-109.7x0.7x
Price to Earnings Ratio

-109.7x


Total Market Cap: R11.2bTotal 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 -0.5x202320242025
Current Industry PE
  • Investors are pessimistic on the South African Construction 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 20.9x which is higher than its 3-year average PE of -0.57x.
  • 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 Market2.55%
Materials6.36%
Basic Materials4.01%
Construction Materials4.01%
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 PPCR5.434.4%
+R352.4m		6.1%PE16.1x
AFT AfrimatR41.243.9%
+R234.2m		-41.0%PE38.4x
SEP Sephaku HoldingsR1.792.9%
+R11.5m		2.3%PE5.3x

Latest News

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
PPC
R5.43
PPC
7D
4.4%
1Y
6.1%

PPC: Future Tariff Relief And Earnings Outlook Will Support Share Upside

Analysts have modestly raised their price target on PPC to reflect a slightly higher valuation multiple. The new target is now approximately in line with the prior fair value of about 6.8 dollars per share, supported by expectations of steady revenue growth and stable profit margins.
AFT
R41.24
Afrimat
7D
3.9%
1Y
-41.0%
SEP
R1.79
Sephaku Holdings
7D
2.9%
1Y
2.3%