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South African (JSE) Packaging Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies3
  • 7D-2.1%
  • 3M5.7%
  • 1Y3.1%
  • YTD2.6%

The Packaging is pretty flat in the last 7 days, but Mpact has stood out, gaining 3.6%. As for the the longer term, the industry is up 3.3% over the past 12 months. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 Aug 2025R9.1bR26.5bR1.2b6.7x7.6x0.3x
Thu, 24 Jul 2025R8.8bR26.3bR1.2b7.2x7x0.3x
Sat, 21 Jun 2025R9.3bR26.3bR1.2b7.6x7.4x0.4x
Mon, 19 May 2025R8.4bR25.7bR1.3b6.9x6.7x0.3x
Wed, 16 Apr 2025R8.4bR25.7bR1.3b7.8x6.7x0.3x
Fri, 14 Mar 2025R8.8bR25.7bR1.3b7.4x7x0.3x
Sun, 09 Feb 2025R9.0bR25.2bR1.2b6.9x7.3x0.4x
Tue, 07 Jan 2025R8.6bR25.2bR1.2b7.1x7x0.3x
Thu, 05 Dec 2024R8.7bR25.2bR1.2b7x7.1x0.3x
Sat, 02 Nov 2024R9.3bR32.3b-R2,078,382,000.008.6x-4.5x0.3x
Mon, 30 Sep 2024R9.2bR32.3b-R2,078,382,000.008.4x-4.4x0.3x
Wed, 28 Aug 2024R9.0bR32.3b-R2,065,207,000.008.2x-4.3x0.3x
Fri, 26 Jul 2024R8.4bR32.4b-R1,969,107,000.006.8x-4.3x0.3x
Sun, 23 Jun 2024R6.8bR32.0b-R3,327,807,000.006.3x-2x0.2x
Tue, 21 May 2024R6.4bR32.0b-R3,327,807,000.006.5x-1.9x0.2x
Thu, 18 Apr 2024R6.2bR32.0b-R3,327,807,000.006.1x-1.9x0.2x
Sat, 16 Mar 2024R6.4bR32.0b-R3,327,807,000.006.7x-1.9x0.2x
Mon, 12 Feb 2024R6.7bR32.1b-R3,116,755,000.005.7x-2.1x0.2x
Wed, 10 Jan 2024R7.0bR32.1b-R3,116,755,000.006x-2.2x0.2x
Fri, 08 Dec 2023R5.7bR32.8b-R1,942,855,000.005.8x-2.9x0.2x
Sun, 05 Nov 2023R5.6bR32.8b-R1,942,855,000.005.2x-2.9x0.2x
Tue, 03 Oct 2023R5.7bR32.8b-R1,942,855,000.005.5x-2.9x0.2x
Thu, 31 Aug 2023R6.1bR32.7b-R1,939,585,000.005.8x-3.1x0.2x
Sat, 29 Jul 2023R5.1bR32.2b-R2,016,385,000.005.1x-2.5x0.2x
Mon, 26 Jun 2023R5.1bR32.2b-R2,016,385,000.005.3x-2.5x0.2x
Wed, 24 May 2023R5.1bR31.9bR695.6m5.3x7.3x0.2x
Fri, 21 Apr 2023R5.6bR31.9bR695.6m5.7x8.1x0.2x
Sun, 19 Mar 2023R5.9bR31.9bR695.6m6x8.5x0.2x
Tue, 14 Feb 2023R5.8bR31.1bR563.3m7x10.4x0.2x
Thu, 12 Jan 2023R5.8bR31.1bR563.3m6.4x10.3x0.2x
Sat, 10 Dec 2022R5.6bR31.1bR563.4m6.3x10x0.2x
Mon, 07 Nov 2022R6.1bR29.7bR1.0b5.8x5.9x0.2x
Wed, 05 Oct 2022R5.9bR29.7bR1.0b5.6x5.7x0.2x
Fri, 02 Sep 2022R6.6bR29.5bR1.0b6.3x6.5x0.2x
Price to Earnings Ratio

6.5x


Total Market Cap: R6.6bTotal Earnings: R1.0bTotal Revenue: R29.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Packaging Industry Price to Earnings3Y Average 2.5x202320242025
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 5.9% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.6% 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 Market1.81%
Materials3.37%
Packaging-2.09%
Metal and Glass Containers1.07%
Paper Packaging-4.51%
Industry PE
  • Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 7.1x.
    • Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings decline of 14.3% 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 Paper Packaging industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 14% 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?

CompanyLast Price7D1YValuation
NPK NampakR489.641.1%
+R43.1m		20.9%PE6.5x

Latest News

MPT
R27.49
Mpact
7D
-4.5%
1Y
-9.3%
TPC
R33.00
Transpaco
7D
-4.3%
1Y
-1.5%

There's Been No Shortage Of Growth Recently For Transpaco's (JSE:TPC) Returns On Capital

Jun 18
There's Been No Shortage Of Growth Recently For Transpaco's (JSE:TPC) Returns On Capital
NPK
R489.64
Nampak
7D
1.1%
1Y
20.9%
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