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South African (JSE) Chemicals Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies4
  • 7D4.4%
  • 3M84.2%
  • 1Y157.7%
  • YTD82.6%

In the last week, the Chemicals industry is up 4.4%, with Sasol up 6.0%. This takes the industry's 12 month performance to a gain of 158%. As for the next few years, earnings are expected to grow by 48% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026R164.9bR305.7bR4.1b21.8x40.6x0.5x
Sat, 14 Mar 2026R149.5bR305.7bR4.1b21.1x36.8x0.5x
Mon, 09 Feb 2026R97.7bR306.4bR8.5b11.3x11.6x0.3x
Wed, 07 Jan 2026R93.2bR306.4bR8.4b10.7x11x0.3x
Fri, 05 Dec 2025R89.4bR306.4bR8.4b10.3x10.6x0.3x
Sun, 02 Nov 2025R91.6bR306.1bR8.4b10.6x10.9x0.3x
Tue, 30 Sep 2025R92.5bR306.1bR8.4b10.4x11x0.3x
Thu, 28 Aug 2025R97.3bR306.0bR8.4b10.6x11.6x0.3x
Sat, 26 Jul 2025R81.9bR318.2b-R47,763,875,000.0011.4x-1.7x0.3x
Mon, 23 Jun 2025R84.5bR318.2b-R47,763,875,000.0011.2x-1.8x0.3x
Wed, 21 May 2025R73.5bR318.1b-R47,723,875,000.0010x-1.5x0.2x
Fri, 18 Apr 2025R63.7bR318.1b-R47,723,875,000.009.5x-1.3x0.2x
Sun, 16 Mar 2025R70.8bR318.1b-R47,723,875,000.009.1x-1.5x0.2x
Tue, 11 Feb 2025R70.9bR335.4b-R42,229,875,000.009.1x-1.7x0.2x
Thu, 09 Jan 2025R71.9bR335.4b-R42,238,675,000.009.6x-1.7x0.2x
Sat, 07 Dec 2024R79.7bR335.4b-R42,238,675,000.0010.3x-1.9x0.2x
Mon, 04 Nov 2024R86.9bR334.9b-R42,240,675,000.009.3x-2.1x0.3x
Wed, 02 Oct 2024R96.3bR334.9b-R42,240,675,000.009.2x-2.3x0.3x
Fri, 30 Aug 2024R113.1bR334.8b-R42,262,702,000.0010.5x-2.7x0.3x
Sun, 28 Jul 2024R112.3bR336.7bR6.2b9.7x18.1x0.3x
Tue, 25 Jun 2024R109.7bR336.7bR6.2b9.2x17.7x0.3x
Thu, 23 May 2024R105.1bR339.3bR6.2b8.7x17.1x0.3x
Sat, 20 Apr 2024R120.5bR339.3bR6.2b8.6x19.6x0.4x
Mon, 18 Mar 2024R106.5bR339.3bR6.2b8.7x17.3x0.3x
Wed, 14 Feb 2024R114.5bR353.8bR10.9b9.9x10.5x0.3x
Fri, 12 Jan 2024R131.3bR353.8bR10.9b10.7x12x0.4x
Sun, 10 Dec 2023R134.2bR353.8bR10.9b10.4x12.3x0.4x
Tue, 07 Nov 2023R173.0bR355.5bR10.9b11.3x15.8x0.5x
Thu, 05 Oct 2023R182.9bR355.5bR10.9b11x16.7x0.5x
Sat, 02 Sep 2023R177.9bR355.5bR11.0b9.9x16.2x0.5x
Mon, 31 Jul 2023R177.6bR373.3bR40.7b8.5x4.4x0.5x
Wed, 28 Jun 2023R168.7bR370.4bR40.7b8.4x4.1x0.5x
Fri, 26 May 2023R173.9bR367.6bR40.7b8.4x4.3x0.5x
Sun, 23 Apr 2023R168.2bR367.6bR40.7b8.3x4.1x0.5x
Price to Earnings Ratio

4.1x


Total Market Cap: R168.2bTotal Earnings: R40.7bTotal Revenue: R367.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Chemicals Industry Price to Earnings3Y Average 8.7x202420252026
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 40.6x which is higher than its 3-year average PE of 8.7x.
  • 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 Market0.80%
Materials0.49%
Chemicals4.45%
Diversified Chemicals5.07%
Specialty Chemicals-2.22%
Commodity Chemicals-6.69%
Industry PE
  • Investors are most optimistic about the Diversified Chemicals industry which is trading above its 3-year average PE ratio of 9.2x.
    • Analysts are expecting annual earnings growth of 48.1%, 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 SasolR214.506.0%
+R7.8b
224.7%PE57.4x

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