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 13, 2026
DataAggregated Company Financials
Companies4
- 7D3.1%
- 3M6.0%
- 1Y14.1%
- YTD4.7%
Over the last 7 days, the Chemicals industry has risen 3.1%, driven by gains from every company within the industry. This means that the industry has gained 14% over the past year. 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 |
|---|---|---|---|---|---|---|
| Tue, 13 Jan 2026 | R94.7b | R306.4b | R8.4b | 10.9x | 11.2x | 0.3x |
| Thu, 11 Dec 2025 | R89.8b | R306.4b | R8.4b | 10.3x | 10.6x | 0.3x |
| Sat, 08 Nov 2025 | R94.1b | R306.1b | R8.4b | 10.8x | 11.2x | 0.3x |
| Mon, 06 Oct 2025 | R91.4b | R306.1b | R8.4b | 10.4x | 10.9x | 0.3x |
| Wed, 03 Sep 2025 | R103.0b | R306.0b | R8.4b | 11.1x | 12.3x | 0.3x |
| Fri, 01 Aug 2025 | R84.4b | R317.9b | -R47,629,875,000.00 | 11.3x | -1.8x | 0.3x |
| Sun, 29 Jun 2025 | R74.9b | R318.2b | -R47,763,875,000.00 | 11.4x | -1.6x | 0.2x |
| Tue, 27 May 2025 | R76.5b | R318.1b | -R47,723,875,000.00 | 9.9x | -1.6x | 0.2x |
| Thu, 24 Apr 2025 | R63.9b | R318.1b | -R47,723,875,000.00 | 9.3x | -1.3x | 0.2x |
| Sat, 22 Mar 2025 | R70.2b | R318.1b | -R47,723,875,000.00 | 9.2x | -1.5x | 0.2x |
| Mon, 17 Feb 2025 | R72.1b | R335.4b | -R42,229,875,000.00 | 9.2x | -1.7x | 0.2x |
| Wed, 15 Jan 2025 | R80.7b | R335.4b | -R42,238,675,000.00 | 9.3x | -1.9x | 0.2x |
| Fri, 13 Dec 2024 | R81.0b | R335.4b | -R42,238,675,000.00 | 10.3x | -1.9x | 0.2x |
| Sun, 10 Nov 2024 | R85.2b | R334.9b | -R42,240,675,000.00 | 9.3x | -2x | 0.3x |
| Tue, 08 Oct 2024 | R101.8b | R334.9b | -R42,240,675,000.00 | 9.4x | -2.4x | 0.3x |
| Thu, 05 Sep 2024 | R103.6b | R334.8b | -R42,262,702,000.00 | 9.7x | -2.5x | 0.3x |
| Sat, 03 Aug 2024 | R107.9b | R335.9b | R5.8b | 14.9x | 18.6x | 0.3x |
| Mon, 01 Jul 2024 | R110.5b | R336.7b | R6.2b | 9.5x | 17.8x | 0.3x |
| Wed, 29 May 2024 | R99.7b | R339.3b | R6.2b | 8.7x | 16.2x | 0.3x |
| Fri, 26 Apr 2024 | R100.5b | R339.3b | R6.2b | 8.5x | 16.3x | 0.3x |
| Sun, 24 Mar 2024 | R111.8b | R339.3b | R6.2b | 8.8x | 18.2x | 0.3x |
| Tue, 20 Feb 2024 | R114.8b | R353.8b | R10.9b | 9.9x | 10.5x | 0.3x |
| Thu, 18 Jan 2024 | R125.0b | R353.8b | R10.9b | 10.9x | 11.5x | 0.4x |
| Sat, 16 Dec 2023 | R131.1b | R353.8b | R10.9b | 10.8x | 12x | 0.4x |
| Mon, 13 Nov 2023 | R162.8b | R355.5b | R10.9b | 10.7x | 14.9x | 0.5x |
| Wed, 11 Oct 2023 | R185.6b | R355.5b | R10.9b | 10.7x | 17x | 0.5x |
| Fri, 08 Sep 2023 | R178.3b | R355.5b | R10.9b | 10.1x | 16.3x | 0.5x |
| Sun, 06 Aug 2023 | R177.9b | R373.3b | R40.7b | 8.1x | 4.4x | 0.5x |
| Tue, 04 Jul 2023 | R169.9b | R370.4b | R40.7b | 9.2x | 4.2x | 0.5x |
| Thu, 01 Jun 2023 | R166.9b | R367.6b | R40.7b | 8.2x | 4.1x | 0.5x |
| Sat, 29 Apr 2023 | R171.2b | R367.6b | R40.7b | 8.4x | 4.2x | 0.5x |
| Mon, 27 Mar 2023 | R166.0b | R367.6b | R40.7b | 8.7x | 4.1x | 0.5x |
| Wed, 22 Feb 2023 | R199.3b | R329.9b | R41.4b | 8.4x | 4.8x | 0.6x |
| Fri, 20 Jan 2023 | R209.0b | R329.9b | R41.4b | 7.7x | 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 11.2x 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 | 2.56% | |
| Materials | 6.29% | |
| Chemicals | 3.11% | |
| Commodity Chemicals | 3.45% | |
| Specialty Chemicals | 3.13% | |
| Diversified Chemicals | 3.10% | |
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 |