Largest South African (JSE) Materials Stocks by Market Cap

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

UPDATED Nov 11, 2025

Discover large cap South African Materials companies that are on the JSE. These Materials Companies are organised by Market Cap.

31 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
GFI Gold Fields	R723.94	14.3%	190.9%	R631.0b	R807.33	PE20.1x	E21.3%	1.2%
VAL Valterra Platinum	R1,083.00	8.1%	67.6%	R289.8b	R1,011.37	PE214.9x	E41.6%	0.5%
HAR Harmony Gold Mining	R311.15	13.2%	85.3%	R186.1b	R336.67	PE13.5x	E30.1%	1.2%
IMP Impala Platinum Holdings	R189.63	5.6%	74.0%	R175.9b	R227.65	PE223.5x	E41.4%	0.9%
SSW Sibanye Stillwater	R48.66	10.6%	158.4%	R138.6b	R40.86	PS1.2x	E68.2%	0%
KIO Kumba Iron Ore	R334.75	0.8%	-1.6%	R107.4b	R323.58	PE7.3x	E-12.1%	11.6%
NPH Northam Platinum Holdings	R274.97	3.1%	129.6%	R104.6b	R280.19	PE68.5x	E38.5%	0.1%
SOL Sasol	R116.40	8.2%	21.8%	R74.9b	R133.00	PE11.1x	E33.6%	0%
ARI African Rainbow Minerals	R177.10	6.5%	9.1%	R34.6b	R197.50	PE105.2x	E44.0%	5.9%
SAP Sappi	R22.21	-1.0%	-57.1%	R13.4b	R38.88	PB0.3x	E79.8%	10.8%
OMN Omnia Holdings	R77.00	2.8%	17.0%	R12.1b	R93.30	PE10.6x	E16.7%	8.8%
AFE AECI	R88.59	0.1%	-7.2%	R9.3b	R121.00	PE22.7x	E45.7%	2.5%
PPC PPC	R5.32	1.9%	27.9%	R8.2b	R5.90	PE17.5x	E24.3%	3.3%
THA Tharisa	R22.22	0.09%	36.7%	R6.5b	R30.13	PE7.3x	E18.0%	3.2%
AFT Afrimat	R42.16	-0.9%	-34.7%	R6.4b	R52.50	PE39.2x	E35.9%	0.8%
NPK Nampak	R492.01	3.8%	4.0%	R4.1b	R710.00	PE6.5x	E15.7%	0%
MPT Mpact	R22.06	-5.4%	-22.9%	R3.3b	R34.00	PE7.6x	E23.5%	4.8%
MRF Merafe Resources	R1.11	0.9%	-22.9%	R2.8b	n/a	PE15.4x	S7.2%	7.2%
MDI Master Drilling Group	R15.70	-4.3%	16.4%	R2.4b	n/a	PE4.3x	n/a	3.6%
GML Gemfields Group	R1.33	0%	-41.9%	R2.3b	R3.02	PB0.4x	S75.7%	0%
ACL ArcelorMittal South Africa	R1.36	-3.5%	7.9%	R1.9b	n/a	PB1.9x	n/a	n/a
YRK York Timber Holdings	R2.25	1.8%	6.1%	R1.0b	n/a	PE3.3x	n/a	n/a
TPC Transpaco	R34.74	1.9%	-3.5%	R967.1m	n/a	PE6.6x	n/a	6.8%
BCF Bowler Metcalf	R12.95	-6.8%	-5.4%	R937.6m	n/a	PE7.3x	n/a	5.3%

Page 1 of 2