Best Basic Materials Stocks in South Africa for 2026

Top-ranked Basic Materials sector stocks by 4-pillar fundamental composite score.

Basic Materials covers chemicals, metals & mining, and forestry/paper. Like Energy, the sector is cyclical and capital-intensive, so the Health pillar carries weight because companies surviving the bottom of the cycle on a clean balance sheet tend to do best as conditions normalise. Valuation should be read in the context of the cycle stage.

South Africa listings on the Johannesburg Stock Exchange (JSE) span mining, banking, and consumer staples with a deep dual-listed bench. IFRS reporting in ZAR; composite scoring captures the dispersion between the rand-hedge mega-caps and the domestic-focused tail.

Data as of Jun 27, 2026 (updated daily)

Top 20 Basic Materials in South Africa by composite score

#	Ticker	Name	Industry	Composite	P/E
1	APH.JSE	Alphamin Resources Corp.	Other Industrial Metals & Mining	71.8	6.8
2	ANG.JSE	AngloGold Ashanti Ltd	Gold	71.6	14.1
3	DRD.JSE	DRDGOLD Limited	Gold	68.6	16.7
4	HAR.JSE	Harmony Gold Mining Co. Ltd.	Gold	67.4	11.5
5	ART.JSE	Argent	Steel	66.6	7.0
6	GFI.JSE	Gold Fields Ltd	Gold	66.2	9.8
7	MTU.JSE	Mantengu Mining Ltd.	Other Industrial Metals & Mining	60.7	0.3
8	SEP.JSE	Sephaku Holdings Ltd	Building Materials	60.1	5.3
9	THA.JSE	Tharisa plc	Other Precious Metals & Mining	59.1	4.5
10	AFEP.JSE	AECI Ltd	Specialty Chemicals	57.4	1.3
11	EUZ.JSE	Europa Metals Ltd	Other Industrial Metals & Mining	55.6	-
12	MRF.JSE	Merafe	Other Industrial Metals & Mining	53.1	21.3
13	IMP.JSE	Impala Platinum Holdings Ltd	Other Precious Metals & Mining	51.0	25.1
14	VAL.JSE	Valterra Platinum Limited	Other Precious Metals & Mining	50.2	22.9
15	PAN.JSE	Pan African Resources PLC	Gold	50.2	15.4
16	ARI.JSE	African Rainbow Minerals Ltd	Other Industrial Metals & Mining	49.9	31.1
17	RNG.JSE	Randgold Exploration	Gold	49.9	-
18	BHG.JSE	BHP Group Limited	Other Industrial Metals & Mining	49.9	23.1
19	NPH.JSE	Northam Platinum Holdings Ltd	Other Precious Metals & Mining	49.0	13.4
20	WEZ.JSE	Wesizwe	Other Industrial Metals & Mining	48.8	0.7

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Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by composite score within the Basic Materials sector listed in South Africa; use the screener for the full ranked list.