Utilities in South Africa

TABLE OF CONTENTS

Executive Summary 2

Market value 2

Market value forecast 2

Category segmentation 2

Market rivalry 2

Market Overview 7

Market definition 7

Market analysis 7

Market Data 8

Market value 8

Market Segmentation 9

Category segmentation 9

Market Outlook 10

Market value forecast 10

Five Forces Analysis 11

Summary 11

Buyer power 12

Supplier power 13

New entrants 14

Threat of substitutes 15

Degree of rivalry 16

Leading Companies 17

Eskom Holdings SOC Limited 17

Johannesburg Water 20

Rand Water 21

Sasol Limited 24

Macroeconomic Indicators 28

Country Data 28

Methodology 30

Industry associations 31

Related MarketLine research 31

Appendix 32

About MarketLine 32

LIST OF TABLES

Table 1: South Africa utilities industry value: $ billion, 2010-14(e) 8

Table 2: South Africa utilities industry category segmentation: $ billion, 2014(e) 9

Table 3: South Africa utilities industry value forecast: $ billion, 2014-19 10

Table 4: Eskom Holdings SOC Limited: key facts 17

Table 5: Eskom Holdings SOC Limited: key financials ($) 18

Table 6: Eskom Holdings SOC Limited: key financials (ZAR) 18

Table 7: Eskom Holdings SOC Limited: key financial ratios 18

Table 8: Johannesburg Water: key facts 20

Table 9: Rand Water: key facts 21

Table 10: Rand Water: key financials ($) 21

Table 11: Rand Water: key financials (ZAR) 22

Table 12: Rand Water: key financial ratios 22

Table 13: Sasol Limited: key facts 24

Table 14: Sasol Limited: key financials ($) 25

Table 15: Sasol Limited: key financials (ZAR) 26

Table 16: Sasol Limited: key financial ratios 26

Table 17: South Africa size of population (million), 2010-14 28

Table 18: South Africa gdp (constant 2005 prices, $ billion), 2010-14 28

Table 19: South Africa gdp (current prices, $ billion), 2010-14 28

Table 20: South Africa inflation, 2010-14 29

Table 21: South Africa consumer price index (absolute), 2010-14 29

Table 22: South Africa exchange rate, 2010-14 29

LIST OF FIGURES

Figure 1: South Africa utilities industry value: $ billion, 2010-14(e) 8

Figure 2: South Africa utilities industry category segmentation: % share, by value, 2014(e) 9

Figure 3: South Africa utilities industry value forecast: $ billion, 2014-19 10

Figure 4: Forces driving competition in the utilities industry in South Africa, 2014 11

Figure 5: Drivers of buyer power in the utilities industry in South Africa, 2014 12

Figure 6: Drivers of supplier power in the utilities industry in South Africa, 2014 13

Figure 7: Factors influencing the likelihood of new entrants in the utilities industry in South Africa, 2014 14

Figure 8: Factors influencing the threat of substitutes in the utilities industry in South Africa, 2014 15

Figure 9: Drivers of degree of rivalry in the utilities industry in South Africa, 2014 16

Figure 10: Eskom Holdings SOC Limited: revenues and profitability 19

Figure 11: Eskom Holdings SOC Limited: assets and liabilities 19

Figure 12: Rand Water: revenues and profitability 22

Figure 13: Rand Water: assets and liabilities 23

Figure 14: Sasol Limited: revenues and profitability 26

Figure 15: Sasol Limited: assets and liabilities 27