Narrative Update • Jul 30
Over the last 7 days, the Diversified Chemicals industry has risen 2.6%, driven by gains from Sasol of 3.7%. Meanwhile, Omnia Holdings actually underperformed within the industry, shrinking 5.1% in the last week. In the last 12 months, the industry was up 79%. Earnings are forecast to grow by 39% annually.
Has the South African Diversified Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | R133.7b | R273.6b | R3.8b | 30.4x | 35.6x | 0.5x |
| Tue, 14 Jul 2026 | R130.5b | R273.6b | R3.8b | 30x | 34.7x | 0.5x |
| Thu, 11 Jun 2026 | R161.6b | R273.6b | R3.8b | 36.2x | 42.6x | 0.6x |
| Sat, 09 May 2026 | R151.9b | R272.5b | R3.6b | 35.1x | 42.7x | 0.6x |
| Mon, 06 Apr 2026 | R148.4b | R272.5b | R3.6b | 34.3x | 41.7x | 0.5x |
| Wed, 04 Mar 2026 | R107.4b | R272.5b | R3.6b | 25.5x | 30.2x | 0.4x |
| Fri, 30 Jan 2026 | R88.9b | R272.2b | R7.9b | 11.4x | 11.2x | 0.3x |
| Sun, 28 Dec 2025 | R80.0b | R272.2b | R7.9b | 10.4x | 10.1x | 0.3x |
| Tue, 25 Nov 2025 | R85.4b | R272.2b | R7.9b | 10.7x | 10.8x | 0.3x |
| Thu, 23 Oct 2025 | R74.0b | R271.9b | R7.9b | 10x | 9.4x | 0.3x |
| Sat, 20 Sep 2025 | R86.9b | R271.9b | R7.9b | 10.8x | 11x | 0.3x |
| Mon, 18 Aug 2025 | R75.8b | R283.7b | -R48,157,000,000.00 | 10.7x | -1.6x | 0.3x |
| Wed, 16 Jul 2025 | R70.1b | R283.7b | -R48,157,000,000.00 | 11.5x | -1.5x | 0.2x |
| Fri, 13 Jun 2025 | R68.0b | R283.7b | -R48,157,000,000.00 | 11.6x | -1.4x | 0.2x |
| Sun, 11 May 2025 | R51.6b | R283.6b | -R48,117,000,000.00 | 9.6x | -1.1x | 0.2x |
| Tue, 08 Apr 2025 | R49.0b | R283.6b | -R48,117,000,000.00 | 9x | -1x | 0.2x |
| Thu, 06 Mar 2025 | R59.1b | R283.6b | -R48,117,000,000.00 | 9x | -1.2x | 0.2x |
| Sat, 01 Feb 2025 | R65.6b | R297.8b | -R43,133,000,000.00 | 9.3x | -1.5x | 0.2x |
| Mon, 30 Dec 2024 | R64.1b | R297.8b | -R43,133,000,000.00 | 10.3x | -1.5x | 0.2x |
| Wed, 27 Nov 2024 | R70.7b | R297.8b | -R43,133,000,000.00 | 10.2x | -1.6x | 0.2x |
| Fri, 25 Oct 2024 | R77.7b | R297.3b | -R43,135,000,000.00 | 9.2x | -1.8x | 0.3x |
| Sun, 22 Sep 2024 | R86.4b | R297.3b | -R43,135,000,000.00 | 8.9x | -2x | 0.3x |
| Tue, 20 Aug 2024 | R97.4b | R298.4b | R4.9b | 15.9x | 19.7x | 0.3x |
| Thu, 18 Jul 2024 | R96.0b | R298.4b | R4.9b | 15.9x | 19.4x | 0.3x |
| Sat, 15 Jun 2024 | R83.2b | R298.4b | R4.9b | 13.8x | 16.8x | 0.3x |
| Mon, 13 May 2024 | R96.2b | R301.0b | R4.9b | 15.6x | 19.7x | 0.3x |
| Wed, 10 Apr 2024 | R118.2b | R301.0b | R4.9b | 18.7x | 24.2x | 0.4x |
| Fri, 08 Mar 2024 | R103.8b | R301.0b | R4.9b | 16.9x | 21.2x | 0.3x |
| Sun, 04 Feb 2024 | R111.7b | R314.6b | R9.9b | 10.5x | 11.3x | 0.4x |
| Tue, 02 Jan 2024 | R128.2b | R314.6b | R9.9b | 11.5x | 13x | 0.4x |
| Thu, 30 Nov 2023 | R146.4b | R314.6b | R9.9b | 12.2x | 14.8x | 0.5x |
| Sat, 28 Oct 2023 | R165.8b | R316.3b | R9.9b | 13.1x | 16.7x | 0.5x |
| Mon, 25 Sep 2023 | R166.2b | R316.3b | R9.9b | 13x | 16.8x | 0.5x |
| Wed, 23 Aug 2023 | R160.0b | R334.1b | R39.7b | 5.7x | 4x | 0.5x |
4x
How does South African Diversified Chemicals compare with similar industries?
| ZA Market | -2.71% | |
| Materials | -1.63% | |
| Chemicals | 1.01% | |
| Diversified Chemicals | 2.59% | |
| Commodity Chemicals | 1.23% | |
| Specialty Chemicals | -14.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SOL Sasol | R186.43 | 3.7% +R4.2b | 87.3% | PE49.2x |