Header cover image

South African (JSE) Chemicals Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies4
  • 7D1.4%
  • 3M60.3%
  • 1Y149.3%
  • YTD85.1%

The Chemicals industry is up 5.0% in the last week, with Sasol up 6.0%. This means that the industry has gained 157% over the past year. Earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026R167.2bR305.7bR4.0b24.1x41.5x0.5x
Sun, 12 Apr 2026R160.2bR305.7bR4.1b22x39.4x0.5x
Tue, 10 Mar 2026R127.6bR305.7bR4.1b21x31.4x0.4x
Thu, 05 Feb 2026R98.4bR306.4bR8.5b11.4x11.6x0.3x
Sat, 03 Jan 2026R90.4bR306.4bR8.4b10.4x10.7x0.3x
Mon, 01 Dec 2025R93.9bR306.4bR8.4b10.5x11.1x0.3x
Wed, 29 Oct 2025R93.2bR306.1bR8.4b10.7x11.1x0.3x
Fri, 26 Sep 2025R93.4bR306.1bR8.4b10.5x11.1x0.3x
Sun, 24 Aug 2025R94.1bR317.9b-R47,629,875,000.0010.6x-2x0.3x
Tue, 22 Jul 2025R81.4bR318.2b-R47,763,875,000.0011.4x-1.7x0.3x
Thu, 19 Jun 2025R86.2bR318.2b-R47,763,875,000.0011.2x-1.8x0.3x
Sat, 17 May 2025R66.7bR318.1b-R47,723,875,000.009.9x-1.4x0.2x
Mon, 14 Apr 2025R61.5bR318.1b-R47,723,875,000.009.4x-1.3x0.2x
Wed, 12 Mar 2025R72.7bR318.1b-R47,723,875,000.009.2x-1.5x0.2x
Fri, 07 Feb 2025R72.2bR335.4b-R42,229,875,000.009.3x-1.7x0.2x
Sun, 05 Jan 2025R76.8bR335.4b-R42,238,675,000.0010.5x-1.8x0.2x
Tue, 03 Dec 2024R79.5bR335.4b-R42,238,675,000.0010.2x-1.9x0.2x
Thu, 31 Oct 2024R85.0bR334.9b-R42,240,675,000.009.3x-2x0.3x
Sat, 28 Sep 2024R95.1bR334.9b-R42,240,675,000.009.3x-2.3x0.3x
Mon, 26 Aug 2024R116.6bR334.8b-R42,262,702,000.0010.6x-2.8x0.3x
Wed, 24 Jul 2024R117.1bR336.7bR6.2b9.4x18.9x0.3x
Fri, 21 Jun 2024R106.9bR336.7bR6.2b9x17.2x0.3x
Sun, 19 May 2024R104.5bR339.3bR6.2b8.7x17x0.3x
Tue, 16 Apr 2024R125.5bR339.3bR6.2b8.6x20.4x0.4x
Thu, 14 Mar 2024R110.4bR339.3bR6.2b8.8x17.9x0.3x
Sat, 10 Feb 2024R114.2bR353.8bR10.9b10x10.5x0.3x
Mon, 08 Jan 2024R140.4bR353.8bR10.9b11x12.9x0.4x
Wed, 06 Dec 2023R145.6bR353.8bR10.9b10.7x13.3x0.4x
Fri, 03 Nov 2023R170.2bR355.5bR10.9b11.3x15.5x0.5x
Sun, 01 Oct 2023R187.3bR355.5bR10.9b11.2x17.1x0.5x
Tue, 29 Aug 2023R178.8bR355.5bR11.0b9.8x16.3x0.5x
Thu, 27 Jul 2023R172.7bR370.4bR40.7b8.1x4.2x0.5x
Sat, 24 Jun 2023R167.6bR370.4bR40.7b8.3x4.1x0.5x
Mon, 22 May 2023R168.1bR367.6bR40.7b8.4x4.1x0.5x
Price to Earnings Ratio

4.1x


Total Market Cap: R168.1bTotal Earnings: R40.7bTotal Revenue: R367.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Chemicals Industry Price to Earnings3Y Average 9.7x202420252026
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 41.9x which is higher than its 3-year average PE of 9.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 54% per year over the last three years,
  • Revenues have also declined 6.0% 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-0.48%
Materials-0.55%
Chemicals1.36%
Diversified Chemicals1.53%
Specialty Chemicals-0.54%
Commodity Chemicals-1.48%
Industry PE
  • Investors are most optimistic about the Diversified Chemicals industry which is trading above its 3-year average PE ratio of 10.2x.
    • Analysts are expecting annual earnings growth of 38.9%, which is higher than its past year's earnings growth of 0.8% per year.
  • Investors are most pessimistic about the Commodity Chemicals industry, which is trading below its 3-year average of 8.4x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings growth rate of 25% per year.
  • In contrast, the Diversified Chemicals industry is expected to see its earnings grow by 39% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SOL SasolR216.231.5%
+R2.1b
213.0%PE57.9x
OMN Omnia HoldingsR97.601.6%
+R239.2m
37.6%PE13.3x

Latest News