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South African (JSE) Chemicals Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.7%
  • 3M69.4%
  • 1Y159.0%
  • YTD77.3%

In the last week, Chemicals has been flat. As for the the longer term, the industry is up 159% over the past 12 months. Looking forward, earnings are forecast to grow by 48% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026R160.2bR305.7bR4.1b22x39.4x0.5x
Wed, 11 Mar 2026R126.2bR305.7bR4.1b21.4x31.1x0.4x
Fri, 06 Feb 2026R95.6bR306.4bR8.4b11.2x11.3x0.3x
Sun, 04 Jan 2026R90.4bR306.4bR8.4b10.4x10.7x0.3x
Tue, 02 Dec 2025R94.2bR306.4bR8.4b10.6x11.2x0.3x
Thu, 30 Oct 2025R91.7bR306.1bR8.4b10.7x10.9x0.3x
Sat, 27 Sep 2025R93.1bR306.1bR8.4b10.5x11.1x0.3x
Mon, 25 Aug 2025R94.1bR317.9b-R47,629,875,000.0010.6x-2x0.3x
Wed, 23 Jul 2025R81.3bR318.2b-R47,763,875,000.0011.3x-1.7x0.3x
Fri, 20 Jun 2025R89.1bR318.2b-R47,763,875,000.0011.2x-1.9x0.3x
Sun, 18 May 2025R66.7bR318.1b-R47,723,875,000.009.9x-1.4x0.2x
Tue, 15 Apr 2025R64.0bR318.1b-R47,723,875,000.009.6x-1.3x0.2x
Thu, 13 Mar 2025R72.8bR318.1b-R47,723,875,000.009.2x-1.5x0.2x
Sat, 08 Feb 2025R70.0bR335.4b-R42,229,875,000.009.2x-1.7x0.2x
Mon, 06 Jan 2025R76.8bR335.4b-R42,238,675,000.0010.5x-1.8x0.2x
Wed, 04 Dec 2024R79.1bR335.4b-R42,238,675,000.0010.2x-1.9x0.2x
Fri, 01 Nov 2024R85.0bR334.9b-R42,240,675,000.009.3x-2x0.3x
Sun, 29 Sep 2024R95.1bR334.9b-R42,240,675,000.009.3x-2.3x0.3x
Tue, 27 Aug 2024R116.4bR334.8b-R42,262,702,000.0010.6x-2.8x0.3x
Thu, 25 Jul 2024R113.0bR336.7bR6.2b9.2x18.2x0.3x
Sat, 22 Jun 2024R107.8bR336.7bR6.2b9.1x17.4x0.3x
Mon, 20 May 2024R104.5bR339.3bR6.2b8.7x17x0.3x
Wed, 17 Apr 2024R125.5bR339.3bR6.2b8.6x20.4x0.4x
Fri, 15 Mar 2024R107.8bR339.3bR6.2b8.7x17.5x0.3x
Sun, 11 Feb 2024R114.2bR353.8bR10.9b10x10.5x0.3x
Tue, 09 Jan 2024R136.6bR353.8bR10.9b10.9x12.5x0.4x
Thu, 07 Dec 2023R141.1bR353.8bR10.9b10.7x12.9x0.4x
Sat, 04 Nov 2023R169.2bR355.5bR10.9b11.3x15.5x0.5x
Mon, 02 Oct 2023R187.3bR355.5bR10.9b11.2x17.1x0.5x
Wed, 30 Aug 2023R177.0bR355.5bR11.0b9.7x16.2x0.5x
Fri, 28 Jul 2023R178.8bR373.3bR40.7b8.2x4.4x0.5x
Sun, 25 Jun 2023R167.6bR370.4bR40.7b8.3x4.1x0.5x
Tue, 23 May 2023R171.3bR367.6bR40.7b8.5x4.2x0.5x
Thu, 20 Apr 2023R171.8bR367.6bR40.7b8.1x4.2x0.5x
Price to Earnings Ratio

4.2x


Total Market Cap: R171.8bTotal Earnings: R40.7bTotal Revenue: R367.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Chemicals Industry Price to Earnings3Y Average 8.6x202420252026
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 39.4x which is higher than its 3-year average PE of 8.6x.
  • 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 Market2.44%
Materials1.66%
Chemicals-0.71%
Commodity Chemicals-0.07%
Diversified Chemicals-0.58%
Specialty Chemicals-2.33%
Industry PE
  • Investors are most optimistic about the Diversified Chemicals industry which is trading above its 3-year average PE ratio of 9.1x.
    • Analysts are expecting annual earnings growth of 47.9%, 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 8.5x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings growth rate of 0.8% per year.
  • In contrast, the Specialty Chemicals industry is expected to see its earnings grow by 44% 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 SasolR214.633.1%
+R4.2b
224.2%PE57.5x

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