1. Introduction
Tuberculosis (TB) remains one of the most pressing global public health challenges, despite being a preventable and curable disease. According to the World Health Organization [
1], approximately 10.6 million people developed TB in 2022, and 1.3 million died from the disease. These deaths are overwhelmingly concentrated in low- and middle-income countries, where poverty, undernutrition, HIV, and systemic health inequities create conditions for ongoing transmission and poor outcomes. TB not only surpasses HIV and malaria in global mortality, but it also disproportionately affects individuals from disadvantaged and marginalised populations who are often exposed to a wide range of health-compromising conditions [
2].
South Africa, in particular, bears one of the heaviest TB burdens globally. The 2022 TB incidence was estimated at 513 per 100,000 people, with over 280,000 new cases recorded that year [
1]. Despite ongoing national control efforts, South Africa accounted for 3.3% of the global TB burden. In addition, 48% of TB patients in 2022 were co-infected with HIV, making TB the leading cause of death among people living with HIV in the country [
3]. In 2023, the country was ranked among the 30 high-TB burden countries by the World Health Organization [
4]. TB patterns in South Africa also exhibit urban–rural disparities. While rural provinces such as KwaZulu-Natal and the Eastern Cape tend to report the highest overall TB incidence, urban centres like Johannesburg experience a disproportionate burden of TB-HIV co-infection, compounded by high levels of migration, housing shortages, population density, and health service bottlenecks [
4].
A growing body of evidence now recognises that TB is not only a biomedical condition but a socially and structurally driven inequity, which is shaped by the environments in which people are born, live, work, and age [
5]. These structural determinants such as poverty, food insecurity, inadequate housing, unemployment, limited education, and migration can influence both the risk of TB infection and the effectiveness of prevention and treatment strategies. At the individual level, behavioural and biological risk factors, including HIV status, smoking, alcohol use, substance abuse, and malnutrition, further compound susceptibility to TB [
6,
7].
The concept of syndemics has gained increasing relevance in TB research. A syndemic refers to the synergistic interaction of two or more co-existing diseases or conditions in a population, which is exacerbated by social and structural inequities, leading to worse health outcomes [
8]. In the South African context, the syndemic interaction between TB, HIV/AIDS, and other non-communicable or social conditions, such as substance abuse, undernutrition, food insecurity, stigma, and migration-related exclusion, has been widely observed but remains insufficiently explored from an integrated perspective [
9]. Yet, few studies have empirically tested these interconnections within a syndemic framework, particularly in urban environments like Johannesburg, where the density and diversity of risks are heightened.
While previous studies have predominantly focused on the biomedical dimensions of TB in South Africa, most adopt a fragmented or disease-specific approach. For example, Narasimhan et al. [
7] explored risk factors such as HIV infection, malnutrition, and diabetes, emphasising their biological implications for TB susceptibility and progression—with minimal focus on how these intersect with social conditions—but their research failed to assess how these interact and cluster within affected populations [
6]. Similarly, Lönnroth et al. examined the impact of individual-level risk factors like smoking and alcohol use, but their work did not fully integrate the broader socioenvironmental context [
10]. The research by Osman et al. (2021) [
4], also provides important insights into health system weaknesses but does not explore how structural barriers combine with psychosocial stressors like stigma or food insecurity to shape TB outcomes. Moreover, few studies have applied syndemic theory to examine how multiple co-occurring epidemics and vulnerabilities amplify one another in specific urban contexts. Johannesburg, as a rapidly urbanising city, presents a unique setting where migration, unemployment, housing insecurity, HIV, and stigma often converge, yet prior research tends to analyse these factors in silos. This lack of integration limits our understanding of the real-world complexity of TB vulnerability.
However, there remains a critical gap in the literature concerning how these social determinants interact dynamically with individual behaviours and structural barriers, especially in densely populated urban areas like Johannesburg. While clinical interventions have improved diagnostic capacity and treatment protocols, they fall short in terms of addressing the broader systemic drivers of disease. Research on the social determinants of TB is growing, but there remains a critical gap in understanding how these determinants interact dynamically with individual risk behaviours and structural barriers, particularly in urban, high-density environments like Johannesburg [
11].
This study addresses that gap by taking an integrated syndemic approach that includes individual behaviours, social environments, and structural inequalities. By combining quantitative evidence with the Host–Agent–Environment framework and syndemic theory, it offers a more holistic and context-sensitive analysis of TB risk among people living in Johannesburg, South Africa. The study adopts a cross-sectional quantitative design, collecting data from tuberculosis patients attending selected clinics across Johannesburg. As such, the study focuses on identifying associations between behavioural, social, and structural determinants of TB rather than establishing causality.
2. Materials and Methods
2.1. Study Design
The study employed a quantitative, cross-sectional survey design to assess the syndemic relationship between individual, social, and structural determinants of tuberculosis (TB) among adults residing in Johannesburg, South Africa. The study design was chosen for its suitability in providing a snapshot of the population at a specific time and detecting associations among multiple variables [
12]. This approach was particularly valuable in capturing the interconnected nature of behavioural, social, and structural risk factors contributing to TB burden.
2.2. Study Setting
The research was conducted in Johannesburg. Four administrative regions were randomly selected from the clinics treating patients with tuberculosis in Johannesburg to ensure demographic diversity, and data were collected from six Community Healthcare Centres (CHCs) providing TB care, based in Soweto, Alexandra, and other parts of Johannesburg.
2.3. Sampling Strategy and Study Population
The target population for this study comprised adults aged 18 years and older who were currently undergoing treatment for tuberculosis at public health clinics in Johannesburg. A three-stage cluster sampling design was employed to recruit study participants. The study population consisted of adults (aged 18 years and older) living with tuberculosis (TB) in Johannesburg, South Africa. The sampling focused on individuals receiving treatment at public health clinics administered by the City of Johannesburg. Four administrative regions (out of the seven in the Johannesburg Metropolitan Municipality) were randomly selected. In Stage 1, four of Johannesburg’s seven administrative regions (approximately 57%) were randomly selected using a simple random sampling technique from the full list of regions where public TB clinics operate to ensure geographic, socioeconomic, and demographic diversity. In Stage 2, two public health clinics providing TB treatment were purposively selected from each of the four chosen regions, yielding a total of six clinics. These clinics were selected from the 81 City of Johannesburg-administered primary healthcare facilities based on their accessibility, high TB caseloads, and operational capacity during the study period. The selection aimed to include approximately 10% of clinics treating TB patients in the targeted regions to ensure variation in patient demographics and service environments. In Stage 3, systematic sampling was used to recruit TB patients attending the selected clinics over a four-week data collection period. Eligible participants were adults diagnosed with TB and receiving treatment at the time of the study. Clinic TB registers served as the sampling frame, and patients were selected at regular intervals based on daily attendance patterns until the target sample size of 239 participants was reached. The sample size (
n = 239) was determined using the standard formula
for population-based surveys, where
Z is the z-score (1.96 for 95% confidence),
p is the estimated proportion of the attribute in the population (assumed to be 0.5 to maximise variability), and
d is the margin of error (set at 0.05). This assumption of
p = 0.5 is widely accepted in health research when no reliable prior estimates exist, as it ensures the maximum required sample size for conservative precision [
13]. Although the initial calculation yielded a higher value (~384), the final sample size was adjusted to 239 participants in line with logistical constraints and based on expected design effect and participant availability at selected clinics, as discussed in similar studies.
2.4. Data Collection and Analysis
The data were collected using a structured questionnaire covering the individual, social, and structural determinants of TB. Data were collected at six selected clinics during TB clinic operating hours. Participants were recruited while they were waiting in line to be attended to. Each participant received an information and consent letter, which they were asked to complete prior to participation. Once consent was obtained, participants were taken to a private room where the data collection process was conducted in a confidential setting. The data were computed using the Statistical Package for the Social Sciences (SPSS) version 29.0.0.0 software and processed to obtain graphical representations. The study can be classified as a multivariate study, and hence, factor analysis was used. For analytical reasons, all variables chosen for the study were factorised based on age groups using the Principal Component Analysis (PCA) technique. Syndemic theory was also used to analyse the syndemic interaction between key social and structural factors and tuberculosis. The syndemic theory was used to analyse cross-sectional associations between individual factors (smoking, alcohol, substance abuse, unemployment, poverty, inequality, HIV/AIDS, and tuberculosis) and the occurrence of tuberculosis infection among people living in Johannesburg.
2.5. Ethical Considerations
Ethical clearance for this study was obtained from the University of Johannesburg Faculty of Health Sciences Research Ethics Committee (REC), approval number: REC-241112-035. Additional permission to conduct the research in municipal health facilities was granted by the City of Johannesburg Health District (reference number: 2023-10-04-JHBHealth). All participants were provided with written information about the study and signed an informed consent form prior to participation. Participation was voluntary, and respondents were assured of confidentiality, anonymity, and the right to withdraw at any stage without any consequences. The study adhered to the ethical guidelines set out in the Declaration of Helsinki and complied with the university’s standards for human subject research.
3. Results
3.1. Demographic and Socioeconomic Characteristics of Participants
The study included 239 tuberculosis (TB) patients from six selected clinics in Johannesburg. The gender distribution showed a higher proportion of males (60.3%) compared to females (39.7%). In terms of age, the participants ranged from 20 years and older, with the largest age group being 30–39 years (38.1%), followed by 40–49 years (29.3%) and 50–59 years (15.1%). Only a small percentage (3.3%) were aged 60 years and above.
Table 1 shows the demographic characteristics of the study population.
Most participants identified as African (96.7%), with minority representation from White (1.3%), Coloured (1.7%), and Indian/Asian (0.3%) groups. Regarding marital status, the majority were married (64.9%), followed by divorced or separated (19.2%), never married (13.8%), and widowed (2.2%). In terms of employment, 50.2% (n = 120) were unemployed, while 47.7% (n = 114) were employed or self-employed, and 2.1% (n = 5) were students.
All participants reported some level of formal education. The majority had completed high school (70.3%, n = 168), while 13.4% (n = 32) had a college qualification, and 7.1% (n = 17) had attended university. A smaller portion (9.2%, n = 22) had only primary-level education. When asked about income in the previous month, 67.4% (n = 161) reported that they received an income—primarily from salaries (47.3%, n = 113) or contributions from family (29.3%, n = 70).
Among participants who reported receiving an income, the most frequently reported income bracket was ZAR 48,001 to ZAR 96,000 per year (23.4%,
n = 56), which is equivalent to a monthly income of ZAR 4001 to ZAR 8000. However, this did not represent the majority. When examining the overall distribution, the median income group fell within the ZAR 12,001 to ZAR 24,000 range (11.3%,
n = 27), suggesting that a significant portion of participants earned at the lower end of the income scale and indicating a lower income bracket.
Table 2 shows the distribution of income of the participants.
3.2. Individual and Behavioural Factors for TB Acquisition
The study also explored the HIV status of participants, given the well-documented link between TB and HIV. More than half of the participants (56.1%,
n = 134) indicated that they were HIV-positive, while 43.9% (
n = 105) were HIV-negative. The distribution is shown in
Table 3.
The study assessed alcohol and tobacco use as key individual behavioural risk factors for TB acquisition. Among the 239 participants, 45.2% (
n = 107) reported having consumed alcohol, while 55.2% (
n = 132) stated they had never consumed it. Of those who drank alcohol, the majority (56.1%,
n = 60) consumed alcohol 2 to 4 times per month, followed by 22.4% (
n = 24) who drank 2 to 3 times per week and 19.6% (
n = 21) who drank once a month or less. Only one participant (0.93%) reported drinking four or more times a week, and one participant (0.93%) had not consumed alcohol in the past 12 months. Most alcohol users (64.8%,
n = 70) typically consumed one or two drinks per drinking occasion, while 33.3% (
n = 36) reported consuming three or four drinks. No participants reported drinking more than four drinks at a time.
Table 4 shows the frequency of alcohol consumption in the past 12 months.
In terms of tobacco use, 33.1% (
n = 79) of the participants indicated that they smoked, whereas 66.9% did not. Among the smokers, nearly all (97.5%) smoked daily, and only 2.5% reported smoking less than daily, as shown in
Table 5.
3.3. Social and Environmental Factors Enabling the Transmission of Tuberculosis
The study explored household size, living conditions, and residential areas as key social and environmental contributors to TB transmission. Among the 239 participants, 43.5% (n = 104) reported that they lived in households with 4–5 people, while 24.7% (n = 59) lived with 6–7 people. Notably, 10.5% (n = 25) resided in overcrowded households with eight or more individuals, and only 4.6% (n = 11) lived alone.
In terms of housing infrastructure, 19.2% (
n = 46) of participants lived in one-room dwellings, while 43.9% (
n = 105) lived in homes with four rooms, and 27.6% (
n = 66) had five or more rooms. The majority (82.8%,
n = 198) reported living in brick houses, while 17.2% (
n = 41) lived in tin houses. Additionally, the length of time participants had lived in their current residence varied: 29.7% (
n = 71) had lived there for 11–15 years, and 22.2% (
n = 53) for 16 years or more. Most participants (81.2%,
n = 194) resided in high-density suburbs, with 13.8% (
n = 33) living in medium-density and only 5% (
n = 12) in low-density areas. In terms of household composition, 63.2% (
n = 151) lived with 0–1 children, 32.2% (
n = 77) with 2–3 children, and 4.6% (
n = 11) with 4–5 children. When asked about TB cases in the household, 98.3% (
n = 234) reported being the only affected person, while 1.7% (
n = 4) indicated that another household member also had TB.
Table 6 shows the distribution of household sizes among participants.
3.4. Structural Factors Enabling the Transmission of Tuberculosis
Structural factors such as childhood vaccination, history of TB diagnosis, and access to treatment services play a critical role in understanding TB transmission patterns in Johannesburg. In this study, all participants (
n = 172) who had children confirmed that their children had received the BCG vaccination. Regarding disease history, the largest proportion of participants (45.6%,
n = 109) had been diagnosed with TB 2–3 months prior to the study. Another 31.0% (
n = 74) had been diagnosed 4–5 months ago, and 16.7% (
n = 40) were recently diagnosed within the last 2–4 weeks. A smaller group (6.7%,
n = 16) had been living with a TB diagnosis for six months or more. Similarly, the duration of TB medication use mirrored the diagnosis timeline. Most participants (45.6%,
n = 109) had been on treatment for 2–3 months, 31.4% (
n = 75) for 4–5 months, and 16.7% (
n = 40) for 2–4 weeks. A small number (6.3%,
n = 15) had been taking medication for six months or longer. The distribution of structural factors is shown in
Table 7.
3.5. Stigma and Adherence to TB Medication
The study explored the role of stigma in TB medication adherence. All the participants indicated that they shared their diagnosis with someone outside their household after being diagnosed with TB. However, 24% (n = 58) of participants indicated that they were teased or sworn at after their diagnosis. Additionally, 17.6% (n = 42) mentioned feeling unclean or dirty following their diagnosis, whereas 29.3% (n = 70) indicated that they were gossiped about, reflecting the emotional and psychological burden associated with TB.
3.6. Migration Patterns and Experiences of the Study Participants
The study examined the migration backgrounds and experiences of the 239 participants. The majority 82.8% (
n = 197) were South African-born, while 15.1% (
n = 36) originated from other Southern African countries, and 2.5% (
n = 6) were from East and Central African countries such as Somalia, Ethiopia, Congo, or Cameroon. Among the participants not born in South Africa, 33.4% had lived in the country for 13 years or more, 28.6% for 10–12 years, and smaller groups for 7–9 years (19%), 4–6 years (9.5%), and 1–3 years (9.5%). Regarding immigration status, 54.8% were documented migrants, 26.2% were undocumented, and 19% identified as asylum seekers.
Table 8 shows the migration patterns and experiences of the study participants.
3.7. Testing the Syndemic Relationship Between Individual and Social Risk Factors for Tuberculosis
To explore how individual behaviours and social conditions interact to influence tuberculosis risk, the study employed Principal Component Analysis (PCA). This statistical method was used to group related variables and determine how much of the variability in the data could be explained by underlying factors. The analysis extracted four key components, which together explained 78.8% of the total variance. These components captured different combinations of individual and social risk factors.
The first component accounted for 30.6% of the total variance and was dominated by economic variables, including employment status (loading: 0.879) and gross annual income (0.930). The second component explained 19.9% of the variance and was associated with alcohol consumption (0.717), tobacco use (0.678), and housing type (0.602). The third component, responsible for 16.6% of the variance, captured substance use and housing density, with significant loadings for the number of rooms in the house (−0.574, 0.544), smoking (0.603), and alcohol use (0.540). The fourth component, which explained 11.7% of the variance, was linked to health access and status, with strong loadings for HIV status (0.709) and place of healthcare (0.721).
Additionally, the communality values showed how well each variable was represented by the extracted components.
Table 9 indicates the proportion of variance in each variable that is explained by the extracted factors. A higher communality value suggests that the variable is strongly associated with the factors identified in the analysis. In this study, HIV status had a communality value of 0.578, indicating that 57.8% of its variability is explained by the extracted factors. Individual-level variables like alcohol use (0.835) and smoking (0.839) were well represented by the factors, as were social risk factors such as employment situation (0.822) and gross annual income (0.932), highlighting strong links to economic stability. Housing-related variables, including type of housing (0.856) and number of rooms in the house (0.848), also had high communalities, showing the significance of living conditions. Healthcare access showed a moderate communality (0.569), suggesting partial representation by the factors, with some influence from external elements.
5. Conclusions
This study confirms that tuberculosis (TB) in Johannesburg is shaped by the co-existence and interaction of individual, social, and structural factors. High rates of smoking, alcohol use, and HIV co-infection among TB patients point to the urgent need for targeted behavioural interventions. At the same time, social challenges such as poverty, unemployment, overcrowding, and stigma contribute significantly to the transmission of TB and delays in seeking treatment. Structural issues including limited healthcare access, substandard housing, and the vulnerable status of migrants further intensify the burden of TB. These findings call for a multisectoral approach that combines health, social welfare, and economic development strategies.
The research aligns with the syndemic framework, demonstrating how TB risk factors cluster and intersect with broader social and economic conditions. The study adds to existing evidence that adverse conditions such as malnutrition, substance abuse, poverty, and poor access to healthcare interact to magnify disease outcomes [
5,
8,
10]. It also highlights that economic hardships, like low income and unemployment, limit healthcare access and delay diagnosis, reinforcing findings from Narasimhan et al. [
7] on the disproportionate impact of TB on marginalised groups.
Additionally, the study underscores the role of stigma and discrimination in discouraging early treatment and worsening health outcomes. These findings are consistent with Courtwright and Turner [
26], who identified stigma as a major barrier to TB control. The study also reveals that undocumented migrants face substantial challenges in accessing TB services, which may contribute to delays in diagnosis and treatment, potentially increasing community-level vulnerability and supporting observations by WHO [
16] and WHO [
1]. Overall, the study highlights the need for policy reforms and inclusive healthcare strategies that address both the biomedical and social drivers of TB, particularly for vulnerable populations.
While the findings reaffirm known risk patterns, their significance lies in illustrating how these factors interact within the Johannesburg context, where spatial inequality, migration, and policy exclusions deepen health disparities. The study provides empirical support for a syndemic approach, showing that TB vulnerability emerges not just from disease co-occurrence but from the interdependence of health, housing, employment, and legal status.
For healthcare practitioners, this means TB care should not only include clinical diagnosis and treatment but also screening for alcohol and tobacco use, food insecurity, mental health distress, and HIV co-infection. Cross-training of staff in syndemic-informed care, recognizing the impact of socioeconomic stressors on adherence and outcomes is essential. Community-based outreach and the use of mobile health services in under-served and migrant-heavy areas can also improve access and early diagnosis. For policymakers, the study reinforces the importance of inclusive health policies that address the needs of undocumented migrants and residents of informal settlements. Urban health interventions should be embedded in broader strategies to improve housing, employment opportunities, and access to legal documentation. TB control programs must be intersectoral, involving not only health departments but also departments of housing, labour, social development, and immigration.
In summary, the study establishes that TB in Johannesburg is not merely a biomedical issue but a deeply entrenched public health challenge influenced by a network of interrelated risk factors. Effective TB control efforts must extend beyond medical treatment to encompass broader social, economic, and policy interventions. By understanding and addressing the syndemic relationships between TB and its risk factors, policymakers, healthcare providers, and community organisations can work together to develop more effective and sustainable TB prevention and treatment strategies. Future research should explore additional structural determinants, including urban planning and economic policies, to develop more targeted interventions tailored to the specific needs of affected populations. Future studies should also explore the syndemic dynamics of TB using longitudinal designs to assess how structural and behavioural risks evolve over time and affect treatment outcomes. There is also a need for intervention-based research that evaluates integrated care models, such as TB, HIV and substance use co-management or mobile outreach in informal settlements. Comparative studies across other South African cities could further highlight how different urban and policy environments shape syndemic vulnerability.