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South African (JSE) Chemicals Industry Analysis
UpdatedSep 15, 2025
DataAggregated Company Financials
Companies4
- 7D-0.6%
- 3M19.1%
- 1Y1.8%
- YTD30.8%
Over the last 7 days, the Chemicals industry has remained flat. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 36% per annum.
Industry Valuation and Performance
Has the South African Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Sep 2025 | R103.3b | R306.1b | R8.4b | 11.1x | 12.3x | 0.3x |
| Wed, 13 Aug 2025 | R85.0b | R317.9b | -R47,629,875,000.00 | 11.6x | -1.8x | 0.3x |
| Fri, 11 Jul 2025 | R83.4b | R318.2b | -R47,763,875,000.00 | 11.9x | -1.7x | 0.3x |
| Sun, 08 Jun 2025 | R75.6b | R318.1b | -R47,723,875,000.00 | 10x | -1.6x | 0.2x |
| Tue, 06 May 2025 | R62.9b | R318.1b | -R47,723,875,000.00 | 9.7x | -1.3x | 0.2x |
| Thu, 03 Apr 2025 | R71.1b | R318.1b | -R47,723,875,000.00 | 9.5x | -1.5x | 0.2x |
| Sat, 01 Mar 2025 | R75.0b | R318.1b | -R47,719,875,000.00 | 8.9x | -1.6x | 0.2x |
| Mon, 27 Jan 2025 | R75.4b | R335.4b | -R42,238,675,000.00 | 9.4x | -1.8x | 0.2x |
| Wed, 25 Dec 2024 | R74.5b | R335.4b | -R42,238,675,000.00 | 10.2x | -1.8x | 0.2x |
| Fri, 22 Nov 2024 | R84.0b | R335.4b | -R42,238,675,000.00 | 10.2x | -2x | 0.3x |
| Sun, 20 Oct 2024 | R95.4b | R334.9b | -R42,240,675,000.00 | 9.4x | -2.3x | 0.3x |
| Tue, 17 Sep 2024 | R101.0b | R334.9b | -R42,240,675,000.00 | 9x | -2.4x | 0.3x |
| Thu, 15 Aug 2024 | R104.8b | R335.9b | R5.8b | 14.4x | 18x | 0.3x |
| Sat, 13 Jul 2024 | R110.2b | R336.7b | R6.2b | 9.8x | 17.8x | 0.3x |
| Mon, 10 Jun 2024 | R96.6b | R339.3b | R6.2b | 8.6x | 15.7x | 0.3x |
| Wed, 08 May 2024 | R105.1b | R339.3b | R6.2b | 8.8x | 17.1x | 0.3x |
| Fri, 05 Apr 2024 | R120.1b | R339.3b | R6.2b | 8.8x | 19.5x | 0.4x |
| Sun, 03 Mar 2024 | R114.0b | R339.3b | R6.2b | 9x | 18.5x | 0.3x |
| Tue, 30 Jan 2024 | R125.3b | R353.8b | R10.9b | 10.8x | 11.5x | 0.4x |
| Thu, 28 Dec 2023 | R142.2b | R353.8b | R10.9b | 10.9x | 13x | 0.4x |
| Sat, 25 Nov 2023 | R159.6b | R353.8b | R10.9b | 10.9x | 14.6x | 0.5x |
| Mon, 23 Oct 2023 | R181.9b | R355.5b | R10.9b | 11.1x | 16.6x | 0.5x |
| Wed, 20 Sep 2023 | R177.4b | R355.5b | R10.9b | 10.6x | 16.2x | 0.5x |
| Fri, 18 Aug 2023 | R179.8b | R373.3b | R40.7b | 7.7x | 4.4x | 0.5x |
| Sun, 16 Jul 2023 | R173.1b | R370.4b | R40.7b | 8.7x | 4.3x | 0.5x |
| Tue, 13 Jun 2023 | R182.0b | R367.6b | R40.7b | 8.7x | 4.5x | 0.5x |
| Thu, 11 May 2023 | R168.2b | R367.6b | R40.7b | 8.2x | 4.1x | 0.5x |
| Sat, 08 Apr 2023 | R177.5b | R367.6b | R40.7b | 9.1x | 4.4x | 0.5x |
| Mon, 06 Mar 2023 | R194.5b | R361.7b | R41.0b | 8.2x | 4.7x | 0.5x |
| Wed, 01 Feb 2023 | R220.8b | R329.9b | R41.4b | 7.7x | 5.3x | 0.7x |
| Fri, 30 Dec 2022 | R193.2b | R329.9b | R41.4b | 7.7x | 4.7x | 0.6x |
| Sun, 27 Nov 2022 | R210.7b | R327.6b | R41.3b | 8.1x | 5.1x | 0.6x |
| Tue, 25 Oct 2022 | R204.5b | R327.6b | R41.3b | 7.9x | 4.9x | 0.6x |
| Thu, 22 Sep 2022 | R220.6b | R327.6b | R41.3b | 7.8x | 5.3x | 0.7x |
Price to Earnings Ratio
5.3x
Current Industry PE
- Investors are optimistic on the South African Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 12.3x which is higher than its 3-year average PE of 6.3x.
- The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 41% per year over the last three years,
- Revenues have also declined 2.2% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South African Materials industry?
| ZA Market | 1.12% | |
| Materials | 0.32% | |
| Chemicals | -0.56% | |
| Commodity Chemicals | 4.69% | |
| Specialty Chemicals | 0.066% | |
| Diversified Chemicals | -0.69% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 15.0x.
- Analysts are expecting annual earnings growth of 45.7%, which is higher than its past year's earnings decline of 37.6% per year.
- Investors are most pessimistic about the Commodity Chemicals industry, which is trading below its 3-year average of 8.6x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 46% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Diversified Chemicals industry is expected to see its earnings grow by 35% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OMN Omnia Holdings | R73.25 | 1.6% +R175.8m | 17.5% | PE10.5x | |
| BCF Bowler Metcalf | R13.40 | 4.7% +R36.2m | 11.1% | PE7.5x | |
| AFE AECI | R105.78 | 0.07% +R7.4m | 3.4% | PE27.2x |