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South African (JSE) Construction Materials Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies4
  • 7D9.7%
  • 3M16.6%
  • 1Y11.4%
  • YTDn/a

The Construction Materials industry is up 13% in the last week, with PPC up 20%. Meanwhile, Sephaku Holdings actually underperformed within the industry, shrinking 6.9% in the last week. In the last 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026R18.0bR21.8bR1.0b15.2x17.9x0.8x
Thu, 14 May 2026R15.7bR21.3bR732.1m19.7x21.4x0.7x
Sat, 11 Apr 2026R15.6bR21.3bR732.1m18.3x21.3x0.7x
Mon, 09 Mar 2026R14.9bR21.3bR732.1m17.5x20.3x0.7x
Wed, 04 Feb 2026R16.9bR21.3bR732.1m18.2x23.1x0.8x
Fri, 02 Jan 2026R15.3bR21.3bR732.1m16.6x21x0.7x
Sun, 30 Nov 2025R14.5bR21.3bR732.1m16.2x19.9x0.7x
Tue, 28 Oct 2025R15.5bR21.0bR700.5m17.8x22.1x0.7x
Thu, 25 Sep 2025R14.3bR19.8bR632.5m17.2x22.6x0.7x
Sat, 23 Aug 2025R14.5bR19.8bR632.5m17.2x23x0.7x
Mon, 21 Jul 2025R15.3bR19.8bR632.5m17.2x24.1x0.8x
Wed, 18 Jun 2025R16.2bR19.7bR636.5m17.9x25.4x0.8x
Fri, 16 May 2025R15.3bR19.7bR277.5m67.4x55.2x0.8x
Sun, 13 Apr 2025R15.2bR18.7bR935.7m11x16.2x0.8x
Tue, 11 Mar 2025R16.1bR18.7bR935.7m12x17.2x0.9x
Thu, 06 Feb 2025R16.5bR18.7bR935.7m12.6x17.7x0.9x
Sat, 04 Jan 2025R18.9bR18.7bR935.7m14.1x20.2x1x
Mon, 02 Dec 2024R17.5bR18.7bR935.7m13.1x18.7x0.9x
Wed, 30 Oct 2024R16.5bR18.9bR812.6m13.3x20.3x0.9x
Fri, 27 Sep 2024R17.3bR17.7bR840.6m13.3x20.5x1x
Sun, 25 Aug 2024R16.7bR17.7bR840.6m12.6x19.9x0.9x
Tue, 23 Jul 2024R16.4bR17.7bR840.6m13.3x19.6x0.9x
Thu, 20 Jun 2024R16.8bR18.5bR962.5m16.1x17.5x0.9x
Sat, 18 May 2024R15.9bR18.5bR975.0m13.9x16.4x0.9x
Mon, 15 Apr 2024R15.3bR17.5bR872.5m13.9x17.5x0.9x
Wed, 13 Mar 2024R14.6bR17.5bR872.5m12.8x16.7x0.8x
Fri, 09 Feb 2024R15.4bR17.5bR872.5m13.6x17.6x0.9x
Sun, 07 Jan 2024R15.6bR17.5bR872.5m14.3x17.9x0.9x
Tue, 05 Dec 2023R14.6bR17.5bR872.5m12.8x16.7x0.8x
Thu, 02 Nov 2023R12.3bR16.4bR463.9m10.9x26.6x0.8x
Sat, 30 Sep 2023R13.2bR16.1bR439.0m11.2x30.1x0.8x
Mon, 28 Aug 2023R13.3bR16.1bR439.0m11.5x30.4x0.8x
Wed, 26 Jul 2023R13.3bR16.1bR439.0m11.4x30.3x0.8x
Fri, 23 Jun 2023R13.4bR16.0b-R165,985,455.009.3x-80.4x0.8x
Price to Earnings Ratio

-80.4x


Total Market Cap: R13.4bTotal Earnings: -R165,985,455.00Total Revenue: R16.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Construction Materials Industry Price to Earnings3Y Average 21x202420252026
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 18.0x which is lower than its 3-year average PE of 20.9x.
  • 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 11% 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 Market3.85%
Materials8.28%
Basic Materials9.74%
Construction Materials9.74%
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 PPCR8.2213.4%
+R1.5b		51.1%PE15.2x
AFT AfrimatR32.152.2%
+R103.3m		-33.0%PE40.2x
BIK BrikorR0.147.7%
+R8.2m		-17.6%PS0.4x

Latest News

BIK
R0.14
Brikor
7D
7.7%
1Y
-17.6%
PPC
R8.22
PPC
7D
13.4%
1Y
51.1%
AFT
R32.15
Afrimat
7D
2.2%
1Y
-33.0%