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South African (JSE) Packaging Industry Analysis
UpdatedOct 25, 2025
DataAggregated Company Financials
Companies3
- 7D-1.8%
- 3M-4.8%
- 1Y-11.2%
- YTD-6.8%
Over the last 7 days, the Packaging industry has dropped 5.1%, driven by a pullback from Mpact of 11%. Overall the industry is down 11% in 12 months. Earnings are forecast to grow by 19% annually.
Industry Valuation and Performance
Has the South African Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Oct 2025 | R8.2b | R26.5b | R1.2b | 7.1x | 6.9x | 0.3x |
| Mon, 22 Sep 2025 | R8.8b | R26.5b | R1.2b | 6.6x | 7.3x | 0.3x |
| Wed, 20 Aug 2025 | R9.1b | R26.5b | R1.2b | 7x | 7.6x | 0.3x |
| Fri, 18 Jul 2025 | R9.2b | R26.3b | R1.2b | 7.6x | 7.4x | 0.4x |
| Sun, 15 Jun 2025 | R9.1b | R26.3b | R1.2b | 7.3x | 7.3x | 0.3x |
| Tue, 13 May 2025 | R8.3b | R25.7b | R1.3b | 6.9x | 6.6x | 0.3x |
| Thu, 10 Apr 2025 | R8.0b | R25.7b | R1.3b | 7.7x | 6.4x | 0.3x |
| Sat, 08 Mar 2025 | R8.9b | R25.2b | R1.2b | 7.4x | 7.3x | 0.4x |
| Mon, 03 Feb 2025 | R8.9b | R25.2b | R1.2b | 7x | 7.3x | 0.4x |
| Wed, 01 Jan 2025 | R8.9b | R25.2b | R1.2b | 7.1x | 7.2x | 0.4x |
| Fri, 29 Nov 2024 | R8.9b | R32.3b | -R2,078,382,000.00 | 8.2x | -4.3x | 0.3x |
| Sun, 27 Oct 2024 | R9.3b | R32.3b | -R2,078,382,000.00 | 8.5x | -4.5x | 0.3x |
| Tue, 24 Sep 2024 | R9.2b | R32.3b | -R2,078,382,000.00 | 8.5x | -4.4x | 0.3x |
| Thu, 22 Aug 2024 | R8.6b | R32.3b | -R2,065,207,000.00 | 7.8x | -4.2x | 0.3x |
| Sat, 20 Jul 2024 | R8.3b | R32.4b | -R1,969,107,000.00 | 6.9x | -4.2x | 0.3x |
| Mon, 17 Jun 2024 | R6.1b | R32.0b | -R3,327,807,000.00 | 6.1x | -1.8x | 0.2x |
| Wed, 15 May 2024 | R6.3b | R32.0b | -R3,327,807,000.00 | 6.3x | -1.9x | 0.2x |
| Fri, 12 Apr 2024 | R6.3b | R32.0b | -R3,327,807,000.00 | 6.2x | -1.9x | 0.2x |
| Sun, 10 Mar 2024 | R6.3b | R32.0b | -R3,327,807,000.00 | 6.5x | -1.9x | 0.2x |
| Tue, 06 Feb 2024 | R6.6b | R32.1b | -R3,116,755,000.00 | 5.4x | -2.1x | 0.2x |
| Thu, 04 Jan 2024 | R6.8b | R32.1b | -R3,116,755,000.00 | 5.8x | -2.2x | 0.2x |
| Sat, 02 Dec 2023 | R5.6b | R32.8b | -R1,942,855,000.00 | 5.5x | -2.9x | 0.2x |
| Mon, 30 Oct 2023 | R5.6b | R32.8b | -R1,942,855,000.00 | 5.5x | -2.9x | 0.2x |
| Wed, 27 Sep 2023 | R5.9b | R32.8b | -R1,942,855,000.00 | 5.5x | -3x | 0.2x |
| Fri, 25 Aug 2023 | R6.2b | R32.7b | -R1,939,585,000.00 | 5.8x | -3.2x | 0.2x |
| Sun, 23 Jul 2023 | R5.3b | R32.2b | -R2,016,385,000.00 | 5.5x | -2.6x | 0.2x |
| Tue, 20 Jun 2023 | R5.2b | R32.2b | -R2,016,385,000.00 | 5.4x | -2.6x | 0.2x |
| Thu, 18 May 2023 | R5.0b | R31.9b | R695.6m | 5.2x | 7.2x | 0.2x |
| Sat, 15 Apr 2023 | R5.1b | R31.9b | R695.6m | 6x | 7.4x | 0.2x |
| Mon, 13 Mar 2023 | R5.9b | R31.9b | R695.6m | 6x | 8.5x | 0.2x |
| Wed, 08 Feb 2023 | R5.8b | R31.1b | R563.3m | 7x | 10.4x | 0.2x |
| Fri, 06 Jan 2023 | R5.7b | R31.1b | R563.3m | 6.4x | 10.1x | 0.2x |
| Sun, 04 Dec 2022 | R5.9b | R29.7b | R1.0b | 5.7x | 5.7x | 0.2x |
| Tue, 01 Nov 2022 | R6.1b | R29.7b | R1.0b | 5.7x | 6x | 0.2x |
Price to Earnings Ratio
6x
Current Industry PE
- There are only 3 companies in the South African Packaging industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Packaging industry have grown 5.3% per year over the last three years.
- Meanwhile revenues for these companies have declined 3.8% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the South African Materials industry?
| ZA Market | 0.26% | |
| Materials | -5.61% | |
| Packaging | -1.77% | |
| Metal and Glass Containers | 1.16% | |
| Paper Packaging | -4.14% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry, which is trading close to its 3-year average PE ratio of 7.2x.
- Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings decline of 8.6% per year.
- Investors are most pessimistic about the Metal and Glass Containers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.071x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 23% over the next 5 years.
- This is better than its past earnings decline of 8.6% per year.
- In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| TPC Transpaco | R36.51 | 7.4% +R72.1m | -7.0% | PE7.1x | |
| NPK Nampak | R458.17 | 1.2% +R43.7m | -1.6% | PE6.1x |