Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or Pricing
Nov 26
Have your own idea? Try our Stock Screener
South African (JSE) Chemicals Industry Analysis
UpdatedJan 12, 2026
DataAggregated Company Financials
Companies4
- 7D3.6%
- 3M6.5%
- 1Y14.7%
- YTD5.2%
Over the last 7 days, the Chemicals industry has risen 5.2%, driven by gains from Sasol of 6.1%. In the last 12 months, the industry was up 16%. Looking forward, earnings are forecast to grow by 31% annually.
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, 12 Jan 2026 | R95.1b | R306.4b | R8.4b | 10.8x | 11.3x | 0.3x |
| Wed, 10 Dec 2025 | R89.5b | R306.4b | R8.4b | 10.2x | 10.6x | 0.3x |
| Fri, 07 Nov 2025 | R92.9b | R306.1b | R8.4b | 10.7x | 11.1x | 0.3x |
| Sun, 05 Oct 2025 | R91.4b | R306.1b | R8.4b | 10.4x | 10.9x | 0.3x |
| Tue, 02 Sep 2025 | R98.9b | R306.0b | R8.4b | 10.8x | 11.8x | 0.3x |
| Thu, 31 Jul 2025 | R82.8b | R318.2b | -R47,763,875,000.00 | 11.4x | -1.7x | 0.3x |
| Sat, 28 Jun 2025 | R74.9b | R318.2b | -R47,763,875,000.00 | 11.4x | -1.6x | 0.2x |
| Mon, 26 May 2025 | R73.7b | R318.1b | -R47,723,875,000.00 | 9.9x | -1.5x | 0.2x |
| Wed, 23 Apr 2025 | R64.2b | R318.1b | -R47,723,875,000.00 | 9.4x | -1.3x | 0.2x |
| Fri, 21 Mar 2025 | R70.2b | R318.1b | -R47,723,875,000.00 | 9.2x | -1.5x | 0.2x |
| Sun, 16 Feb 2025 | R72.1b | R335.4b | -R42,229,875,000.00 | 9.2x | -1.7x | 0.2x |
| Tue, 14 Jan 2025 | R82.3b | R335.4b | -R42,238,675,000.00 | 9.5x | -1.9x | 0.2x |
| Thu, 12 Dec 2024 | R79.0b | R335.4b | -R42,238,675,000.00 | 10.5x | -1.9x | 0.2x |
| Sat, 09 Nov 2024 | R85.2b | R334.9b | -R42,240,675,000.00 | 9.3x | -2x | 0.3x |
| Mon, 07 Oct 2024 | R102.4b | R334.9b | -R42,240,675,000.00 | 9.1x | -2.4x | 0.3x |
| Wed, 04 Sep 2024 | R103.1b | R334.8b | -R42,262,702,000.00 | 11.3x | -2.4x | 0.3x |
| Fri, 02 Aug 2024 | R115.8b | R335.9b | R5.8b | 12x | 19.9x | 0.3x |
| Sun, 30 Jun 2024 | R110.5b | R336.7b | R6.2b | 9.5x | 17.8x | 0.3x |
| Tue, 28 May 2024 | R102.6b | R339.3b | R6.2b | 8.7x | 16.7x | 0.3x |
| Thu, 25 Apr 2024 | R104.4b | R339.3b | R6.2b | 8.6x | 17x | 0.3x |
| Sat, 23 Mar 2024 | R111.8b | R339.3b | R6.2b | 8.8x | 18.2x | 0.3x |
| Mon, 19 Feb 2024 | R117.4b | R353.8b | R10.9b | 10x | 10.7x | 0.3x |
| Wed, 17 Jan 2024 | R128.7b | R353.8b | R10.9b | 10.9x | 11.8x | 0.4x |
| Fri, 15 Dec 2023 | R131.1b | R353.8b | R10.9b | 10.8x | 12x | 0.4x |
| Sun, 12 Nov 2023 | R162.8b | R355.5b | R10.9b | 10.7x | 14.9x | 0.5x |
| Tue, 10 Oct 2023 | R181.9b | R355.5b | R10.9b | 10.6x | 16.6x | 0.5x |
| Thu, 07 Sep 2023 | R183.3b | R355.5b | R10.9b | 10.1x | 16.7x | 0.5x |
| Sat, 05 Aug 2023 | R177.9b | R373.3b | R40.7b | 8.1x | 4.4x | 0.5x |
| Mon, 03 Jul 2023 | R169.4b | R370.4b | R40.7b | 9.1x | 4.2x | 0.5x |
| Wed, 31 May 2023 | R166.2b | R367.6b | R40.7b | 8x | 4.1x | 0.5x |
| Fri, 28 Apr 2023 | R169.8b | R367.6b | R40.7b | 8.6x | 4.2x | 0.5x |
| Sun, 26 Mar 2023 | R166.0b | R367.6b | R40.7b | 8.7x | 4.1x | 0.5x |
| Tue, 21 Feb 2023 | R209.3b | R329.9b | R41.4b | 8.3x | 5.1x | 0.6x |
| Thu, 19 Jan 2023 | R209.0b | R329.9b | R41.4b | 7.6x | 5.1x | 0.6x |
Price to Earnings Ratio
5.1x
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 11.3x which is higher than its 3-year average PE of 7.0x.
- The industry is trading close to its 3-year average PS ratio of 0.35x.
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 2.4% 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 | 1.16% | |
| Materials | 0.62% | |
| Chemicals | 3.61% | |
| Commodity Chemicals | 4.90% | |
| Specialty Chemicals | 4.86% | |
| Diversified Chemicals | 3.45% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 16.7x.
- 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 29% 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 | |
|---|---|---|---|---|---|
| SOL Sasol | R110.40 | 3.1% +R2.1b | 13.3% | PE10.5x | |
| OMN Omnia Holdings | R82.07 | 3.2% +R401.8m | 20.8% | PE11.2x | |
| AFE AECI | R93.53 | 3.1% +R299.7m | 13.2% | PE24x | |
| BCF Bowler Metcalf | R13.50 | 3.4% +R30.8m | 3.1% | PE7.6x |