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South African (JSE) Packaging Industry Analysis

UpdatedAug 11, 2026
DataAggregated Company Financials
Companies3
  • 7D-1.1%
  • 3M-12.4%
  • 1Y-19.3%
  • YTD-17.4%

In the last week, Packaging has been flat. Unfortunately though, the industry is down 20% over the past 12 months. As for the next few years, earnings are expected to grow by 4.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Aug 2026R7.4bR27.0bR1.8b5.2x4.1x0.3x
Thu, 09 Jul 2026R7.6bR27.0bR1.8b5.8x4.2x0.3x
Sat, 06 Jun 2026R8.3bR27.0bR1.8b6.4x4.6x0.3x
Mon, 04 May 2026R8.4bR27.1bR1.7b6.6x4.9x0.3x
Wed, 01 Apr 2026R8.2bR27.1bR1.7b6.8x4.8x0.3x
Fri, 27 Feb 2026R8.4bR26.6bR1.6b7.5x5.1x0.3x
Sun, 25 Jan 2026R8.6bR26.6bR1.7b7.2x5.2x0.3x
Tue, 23 Dec 2025R8.7bR26.6bR1.7b7.2x5.2x0.3x
Thu, 20 Nov 2025R8.5bR26.5bR1.2b7.2x7.1x0.3x
Sat, 18 Oct 2025R8.4bR26.5bR1.2b6.6x7x0.3x
Mon, 15 Sep 2025R8.6bR26.5bR1.2b6.6x7.2x0.3x
Wed, 13 Aug 2025R9.1bR26.5bR1.2b7.2x7.6x0.3x
Fri, 11 Jul 2025R9.1bR26.3bR1.2b7.5x7.3x0.3x
Sun, 08 Jun 2025R9.2bR26.3bR1.2b7x7.3x0.3x
Tue, 06 May 2025R8.2bR25.7bR1.3b6.5x6.5x0.3x
Thu, 03 Apr 2025R8.7bR25.7bR1.3b7.8x6.9x0.3x
Sat, 01 Mar 2025R8.9bR25.2bR1.2b7.8x7.3x0.4x
Mon, 27 Jan 2025R9.0bR25.2bR1.2b7x7.3x0.4x
Wed, 25 Dec 2024R8.9bR25.2bR1.2b7x7.2x0.4x
Fri, 22 Nov 2024R9.1bR32.3b-R2,078,382,000.008.2x-4.4x0.3x
Sun, 20 Oct 2024R8.8bR32.3b-R2,078,382,000.008.4x-4.2x0.3x
Tue, 17 Sep 2024R9.0bR32.3b-R2,078,382,000.008.3x-4.3x0.3x
Thu, 15 Aug 2024R8.3bR32.3b-R2,065,207,000.007.7x-4x0.3x
Sat, 13 Jul 2024R7.8bR32.4b-R1,969,107,000.006.6x-3.9x0.2x
Mon, 10 Jun 2024R6.4bR32.0b-R3,327,807,000.006.4x-1.9x0.2x
Wed, 08 May 2024R6.0bR32.0b-R3,327,807,000.006x-1.8x0.2x
Fri, 05 Apr 2024R6.1bR32.0b-R3,327,807,000.006.3x-1.8x0.2x
Sun, 03 Mar 2024R6.4bR32.0b-R3,127,707,000.005.5x-2.1x0.2x
Tue, 30 Jan 2024R6.9bR32.1b-R3,116,755,000.005.7x-2.2x0.2x
Thu, 28 Dec 2023R6.9bR32.1b-R3,116,755,000.005.9x-2.2x0.2x
Sat, 25 Nov 2023R5.6bR32.8b-R1,942,855,000.005.5x-2.9x0.2x
Mon, 23 Oct 2023R5.6bR32.8b-R1,942,855,000.005.5x-2.9x0.2x
Wed, 20 Sep 2023R5.8bR32.8b-R1,942,855,000.005.5x-3x0.2x
Fri, 18 Aug 2023R5.8bR32.7b-R1,939,585,000.005.3x-3x0.2x
Price to Earnings Ratio

-3x


Total Market Cap: R5.8bTotal Earnings: -R1,939,585,000.00Total Revenue: R32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Packaging Industry Price to Earnings3Y Average 2.2x202420252026
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
  • Total earnings for the Packaging industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 6.2% per year.
  • This means that less sales are being generated overall, but since the 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 Market3.58%
Materials14.95%
Packaging-1.13%
Metal and Glass Containers0.61%
Paper Packaging-2.85%
Industry PE
  • Investors are most optimistic about the Paper Packaging industry even though it's trading below its 3-year average PE ratio of 7.4x.
    • Analysts are expecting annual earnings growth of 20.9%, which is higher than its past year's earnings decline of 0.09% 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 2.6x.
Forecasted Growth
  • Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 0.09% per year.
  • In contrast, the Metal and Glass Containers industry is expected to see its earnings decline by 6.6% 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
NPK NampakR442.010.6%
+R22.7m
-10.3%PE3.1x

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