Narrative Update • Jul 14

Over the last 7 days, the Materials industry has dropped 1.0%, driven by Borouge declining 1.2%. Meanwhile, National Cement Company (Public Shareholding) actually outperformed within the industry, gaining 5.4% in the last week. Overall the industry is down 9.5% in 12 months. Earnings are forecast to grow by 15% annually.
Has the Emirati Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | د.إ117.8b | د.إ44.2b | د.إ6.5b | 11.8x | 18.1x | 2.7x |
| Mon, 22 Jun 2026 | د.إ127.0b | د.إ44.2b | د.إ6.5b | 12.2x | 19.6x | 2.9x |
| Wed, 20 May 2026 | د.إ127.7b | د.إ44.1b | د.إ6.5b | 11.3x | 19.8x | 2.9x |
| Fri, 17 Apr 2026 | د.إ126.0b | د.إ44.0b | د.إ6.4b | 13x | 19.6x | 2.9x |
| Sun, 15 Mar 2026 | د.إ122.1b | د.إ43.9b | د.إ6.4b | 12.3x | 19.1x | 2.8x |
| Tue, 10 Feb 2026 | د.إ127.6b | د.إ42.5b | د.إ6.2b | 13.7x | 20.7x | 3x |
| Thu, 08 Jan 2026 | د.إ123.4b | د.إ42.3b | د.إ6.2b | 12.9x | 20x | 2.9x |
| Sat, 06 Dec 2025 | د.إ120.8b | د.إ42.3b | د.إ6.2b | 13.2x | 19.5x | 2.9x |
| Mon, 03 Nov 2025 | د.إ121.6b | د.إ41.0b | د.إ5.0b | 16.6x | 24.1x | 3x |
| Wed, 01 Oct 2025 | د.إ122.3b | د.إ41.5b | د.إ5.2b | 16.4x | 23.5x | 2.9x |
| Fri, 29 Aug 2025 | د.إ128.6b | د.إ41.5b | د.إ5.2b | 16.9x | 24.8x | 3.1x |
| Sun, 27 Jul 2025 | د.إ129.0b | د.إ41.6b | د.إ5.5b | 17.2x | 23.6x | 3.1x |
| Tue, 24 Jun 2025 | د.إ119.3b | د.إ41.6b | د.إ5.4b | 16.5x | 22.2x | 2.9x |
| Thu, 22 May 2025 | د.إ123.0b | د.إ41.6b | د.إ5.4b | 16.7x | 22.8x | 3x |
| Sat, 19 Apr 2025 | د.إ122.4b | د.إ40.6b | د.إ5.6b | 17.8x | 22x | 3x |
| Mon, 17 Mar 2025 | د.إ115.3b | د.إ40.6b | د.إ5.6b | 18.5x | 20.7x | 2.8x |
| Wed, 12 Feb 2025 | د.إ124.6b | د.إ40.5b | د.إ5.3b | 18.8x | 23.5x | 3.1x |
| Fri, 10 Jan 2025 | د.إ122.6b | د.إ40.7b | د.إ5.3b | 19x | 23x | 3x |
| Sun, 08 Dec 2024 | د.إ121.6b | د.إ40.7b | د.إ5.3b | 19.2x | 22.8x | 3x |
| Tue, 05 Nov 2024 | د.إ123.5b | د.إ40.9b | د.إ5.5b | 18.8x | 22.4x | 3x |
| Thu, 03 Oct 2024 | د.إ122.5b | د.إ40.7b | د.إ5.7b | 18.3x | 21.5x | 3x |
| Sat, 31 Aug 2024 | د.إ116.9b | د.إ40.7b | د.إ5.7b | 18.6x | 20.5x | 2.9x |
| Mon, 29 Jul 2024 | د.إ112.5b | د.إ40.9b | د.إ5.7b | 17.2x | 19.6x | 2.8x |
| Wed, 26 Jun 2024 | د.إ107.5b | د.إ40.8b | د.إ5.7b | 17.7x | 18.8x | 2.6x |
| Fri, 24 May 2024 | د.إ109.6b | د.إ40.8b | د.إ5.6b | 17.7x | 19.5x | 2.7x |
| Sun, 21 Apr 2024 | د.إ116.4b | د.إ41.9b | د.إ5.2b | 20.3x | 22.2x | 2.8x |
| Tue, 19 Mar 2024 | د.إ116.0b | د.إ43.4b | د.إ5.6b | 20.9x | 20.8x | 2.7x |
| Thu, 15 Feb 2024 | د.إ115.1b | د.إ43.4b | د.إ5.5b | 19.3x | 20.8x | 2.7x |
| Sat, 13 Jan 2024 | د.إ118.7b | د.إ50.9b | د.إ6.7b | 19.3x | 17.7x | 2.3x |
| Mon, 11 Dec 2023 | د.إ118.2b | د.إ50.9b | د.إ6.7b | 18.6x | 17.6x | 2.3x |
| Wed, 08 Nov 2023 | د.إ125.1b | د.إ53.8b | د.إ7.6b | 20x | 16.4x | 2.3x |
| Fri, 06 Oct 2023 | د.إ128.6b | د.إ49.0b | د.إ6.2b | 21.1x | 20.6x | 2.6x |
| Sun, 03 Sep 2023 | د.إ132.5b | د.إ49.0b | د.إ6.2b | 22.1x | 21.2x | 2.7x |
| Tue, 01 Aug 2023 | د.إ132.7b | د.إ52.9b | د.إ7.6b | 20x | 17.4x | 2.5x |
17.4x
Which industries have driven the changes within the Emirati Materials sector?
| AE Market | 0.27% | |
| Materials | -1.07% | |
| Basic Materials | -0.88% | |
| Chemicals | -1.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NCC National Cement Company (Public Shareholding) | د.إ4.48 | 5.4% +د.إ82.5m | -4.7% | PE13.2x | |
| BILDCO Abu Dhabi National Company for Building Materials PJSC | د.إ1.55 | 2.0% +د.إ45.0m | -11.9% | PS47.6x | |
| GCEM Gulf Cement Company P.S.C | د.إ1.01 | 5.1% +د.إ20.1m | 43.7% | PE16.4x | |
| RAKWCT Ras Al Khaimah for White Cement & Construction Materials P.S.C | د.إ0.99 | 0.9% +د.إ4.5m | -11.7% | PE13.2x | |
| FCI Fujairah Cement Industries PJSC | د.إ0.40 | 1.0% +د.إ1.4m | -29.6% | PS0.5x |