There's Been No Shortage Of Growth Recently For Transpaco's (JSE:TPC) Returns On Capital
Jun 18
Have your own idea? Try our Stock Screener
South African (JSE) Packaging Industry Analysis
UpdatedJul 23, 2025
DataAggregated Company Financials
Companies3
- 7D-4.1%
- 3M6.2%
- 1Y4.2%
- YTD-0.9%
Over the last 7 days, the Packaging industry has dropped 1.5%, driven by Mpact declining 5.7%. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Wed, 23 Jul 2025 | R8.8b | R26.3b | R1.2b | 7.2x | 7x | 0.3x |
| Fri, 20 Jun 2025 | R9.2b | R26.3b | R1.2b | 7.7x | 7.4x | 0.3x |
| Sun, 18 May 2025 | R8.4b | R25.7b | R1.3b | 6.9x | 6.7x | 0.3x |
| Tue, 15 Apr 2025 | R8.3b | R25.7b | R1.3b | 7.8x | 6.6x | 0.3x |
| Thu, 13 Mar 2025 | R8.8b | R25.7b | R1.3b | 7.4x | 7x | 0.3x |
| Sat, 08 Feb 2025 | R9.0b | R25.2b | R1.2b | 6.9x | 7.3x | 0.4x |
| Mon, 06 Jan 2025 | R8.5b | R25.2b | R1.2b | 6.1x | 6.9x | 0.3x |
| Wed, 04 Dec 2024 | R8.7b | R25.2b | R1.2b | 7x | 7.1x | 0.3x |
| Fri, 01 Nov 2024 | R9.4b | R32.3b | -R2,078,382,000.00 | 8.7x | -4.5x | 0.3x |
| Sun, 29 Sep 2024 | R9.2b | R32.3b | -R2,078,382,000.00 | 8.4x | -4.4x | 0.3x |
| Tue, 27 Aug 2024 | R8.8b | R32.3b | -R2,065,207,000.00 | 8x | -4.3x | 0.3x |
| Thu, 25 Jul 2024 | R8.5b | R32.4b | -R1,969,107,000.00 | 6.8x | -4.3x | 0.3x |
| Sat, 22 Jun 2024 | R6.8b | R32.0b | -R3,327,807,000.00 | 6.3x | -2x | 0.2x |
| Mon, 20 May 2024 | R6.4b | R32.0b | -R3,327,807,000.00 | 6.5x | -1.9x | 0.2x |
| Wed, 17 Apr 2024 | R6.2b | R32.0b | -R3,327,807,000.00 | 6.3x | -1.9x | 0.2x |
| Fri, 15 Mar 2024 | R6.3b | R32.0b | -R3,327,807,000.00 | 6.7x | -1.9x | 0.2x |
| Sun, 11 Feb 2024 | R6.7b | R32.1b | -R3,116,755,000.00 | 5.7x | -2.1x | 0.2x |
| Tue, 09 Jan 2024 | R7.0b | R32.1b | -R3,116,755,000.00 | 6x | -2.2x | 0.2x |
| Thu, 07 Dec 2023 | R5.7b | R32.8b | -R1,942,855,000.00 | 5.8x | -2.9x | 0.2x |
| Sat, 04 Nov 2023 | R5.6b | R32.8b | -R1,942,855,000.00 | 5.2x | -2.9x | 0.2x |
| Mon, 02 Oct 2023 | R5.7b | R32.8b | -R1,942,855,000.00 | 5.4x | -2.9x | 0.2x |
| Wed, 30 Aug 2023 | R6.2b | R32.7b | -R1,939,585,000.00 | 5.8x | -3.2x | 0.2x |
| Fri, 28 Jul 2023 | R5.1b | R32.2b | -R2,016,385,000.00 | 5.1x | -2.5x | 0.2x |
| Sun, 25 Jun 2023 | R5.1b | R32.2b | -R2,016,385,000.00 | 5.3x | -2.5x | 0.2x |
| Tue, 23 May 2023 | R5.2b | R31.9b | R695.6m | 5.4x | 7.5x | 0.2x |
| Thu, 20 Apr 2023 | R5.6b | R31.9b | R695.6m | 5.7x | 8.1x | 0.2x |
| Sat, 18 Mar 2023 | R5.9b | R31.9b | R695.6m | 6x | 8.5x | 0.2x |
| Mon, 13 Feb 2023 | R5.8b | R31.1b | R563.3m | 7x | 10.3x | 0.2x |
| Wed, 11 Jan 2023 | R5.7b | R31.1b | R563.3m | 6.4x | 10.2x | 0.2x |
| Fri, 09 Dec 2022 | R5.8b | R31.1b | R563.4m | 6.3x | 10.3x | 0.2x |
| Sun, 06 Nov 2022 | R6.1b | R29.7b | R1.0b | 5.8x | 5.9x | 0.2x |
| Tue, 04 Oct 2022 | R6.0b | R29.7b | R1.0b | 5.6x | 5.8x | 0.2x |
| Thu, 01 Sep 2022 | R6.5b | R29.5b | R1.0b | 6.3x | 6.4x | 0.2x |
| Sat, 30 Jul 2022 | R6.7b | R29.2b | R967.4m | 5.1x | 6.9x | 0.2x |
Price to Earnings Ratio
6.9x
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 8.8% per year over the last three years.
- Meanwhile revenues for these companies have declined 3.5% 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 | 2.67% | |
| Materials | 6.69% | |
| Packaging | -4.10% | |
| Metal and Glass Containers | -2.08% | |
| Paper Packaging | -5.96% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry, which is trading close to its 3-year average PE ratio of 7.1x.
- Analysts are expecting annual earnings growth of 14.5%, which is higher than its past year's earnings decline of 16.2% 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.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 16% over the next 5 years.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| No data available | |||||
