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Australian (ASX) Chemicals Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies26
  • 7D-0.7%
  • 3M8.0%
  • 1Y24.0%
  • YTD23.2%

Over the last 7 days, the Chemicals industry has remained flat, although notably Calix gained 34%. As for the the longer term, the industry is up 24% over the past 12 months. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

Has the Australian Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025AU$20.5bAU$15.7b-AU$87,741,425.5548.1x-234.1x1.3x
Fri, 28 Nov 2025AU$20.4bAU$16.2b-AU$115,739,982.9560.5x-176.3x1.3x
Sun, 26 Oct 2025AU$19.6bAU$17.5b-AU$550,578,141.0783.5x-35.6x1.1x
Tue, 23 Sep 2025AU$18.7bAU$17.5b-AU$550,280,591.0951.6x-34.1x1.1x
Thu, 21 Aug 2025AU$19.1bAU$17.5b-AU$471,600,222.2126.7x-40.5x1.1x
Sat, 19 Jul 2025AU$18.5bAU$17.5b-AU$471,557,420.8924.9x-39.3x1.1x
Mon, 16 Jun 2025AU$17.2bAU$17.5b-AU$478,640,806.4123x-35.9x1x
Wed, 14 May 2025AU$17.6bAU$17.4b-AU$463,696,716.0127x-37.9x1x
Fri, 11 Apr 2025AU$15.4bAU$17.2b-AU$151,289,051.1219.8x-101.8x0.9x
Sun, 09 Mar 2025AU$17.0bAU$17.1b-AU$144,447,023.1422x-117.4x1x
Tue, 04 Feb 2025AU$17.9bAU$17.1b-AU$147,366,098.5316.2x-121.4x1x
Thu, 02 Jan 2025AU$17.2bAU$17.1b-AU$144,497,617.3515.4x-119.2x1x
Sat, 30 Nov 2024AU$18.9bAU$17.1b-AU$145,319,685.1234.6x-129.8x1.1x
Mon, 28 Oct 2024AU$18.3bAU$16.9bAU$193.7m33.6x94.4x1.1x
Wed, 25 Sep 2024AU$18.4bAU$16.9bAU$194.8m28.4x94.4x1.1x
Fri, 23 Aug 2024AU$18.1bAU$16.8bAU$186.9m28.1x96.8x1.1x
Sun, 21 Jul 2024AU$18.0bAU$16.8bAU$188.3m29.9x95.4x1.1x
Tue, 18 Jun 2024AU$18.2bAU$16.8bAU$188.1m30x96.5x1.1x
Thu, 16 May 2024AU$18.6bAU$17.3bAU$711.5m19.6x26.2x1.1x
Sat, 13 Apr 2024AU$18.4bAU$17.6bAU$496.5m24.6x37.1x1x
Mon, 11 Mar 2024AU$17.9bAU$17.6bAU$518.5m21.9x34.6x1x
Wed, 07 Feb 2024AU$16.9bAU$17.6bAU$555.9m21.4x30.5x1x
Fri, 05 Jan 2024AU$17.7bAU$17.6bAU$416.8m21.5x42.4x1x
Sun, 03 Dec 2023AU$17.4bAU$17.6bAU$429.5m21.8x40.4x1x
Tue, 31 Oct 2023AU$16.1bAU$19.2bAU$1.0b17.2x15.6x0.8x
Thu, 28 Sep 2023AU$17.4bAU$19.3bAU$1.0b19.5x17.2x0.9x
Sat, 26 Aug 2023AU$17.6bAU$19.2bAU$1.0b19.7x17.1x0.9x
Mon, 24 Jul 2023AU$18.1bAU$19.2bAU$1.0b22.3x17.6x0.9x
Wed, 21 Jun 2023AU$17.6bAU$19.2bAU$1.0b23.1x17.4x0.9x
Fri, 19 May 2023AU$19.0bAU$19.3bAU$1.0b23.2x18.7x1x
Sun, 16 Apr 2023AU$19.5bAU$18.1bAU$1.0b23.1x19.5x1.1x
Tue, 14 Mar 2023AU$19.1bAU$18.1bAU$1.1b30.1x17.5x1.1x
Thu, 09 Feb 2023AU$19.6bAU$18.0bAU$1.1b27.5x17.9x1.1x
Sat, 07 Jan 2023AU$19.6bAU$18.0bAU$1.1b26x17.9x1.1x
Price to Earnings Ratio

17.9x


Total Market Cap: AU$19.6bTotal Earnings: AU$1.1bTotal Revenue: AU$18.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average -3.3x20242025
Current Industry PE
  • Investors are optimistic on the Australian Chemicals industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • Total earnings for the Chemicals industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 4.4% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Australian Materials industry?

AU Market-0.74%
Materials-0.69%
Chemicals-0.74%
Specialty Chemicals8.10%
Fertilizers and Agricultural Chemicals3.51%
Commodity Chemicals-1.22%
Diversified Chemicals-1.81%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry even though it's trading below its 3-year average PE ratio of 425x.
    • Analysts are expecting annual earnings growth of 28.3%, which is higher than its past year's earnings decline of 69.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 91% over the next 5 years.
  • In contrast, the Diversified Chemicals industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CXL CalixAU$0.9834.2%
+AU$53.9m		30.7%PS7.5x
TTT TitomicAU$0.2414.3%
+AU$48.0m		26.3%PS40.7x
A4N Alpha HPAAU$0.784.7%
+AU$39.9m		-12.9%PS2785.7x
NUF NufarmAU$2.351.7%
+AU$15.4m		-33.6%PS0.3x
ADO AnteoTechAU$0.02229.4%
+AU$13.6m		29.4%PS61.9x

Latest News

HZR
AU$0.51
Hazer Group
7D
4.1%
1Y
36.0%
DNL
AU$3.21
Dyno Nobel
7D
-1.5%
1Y
9.6%

Dyno Nobel Limited (ASX:DNL) Shares Could Be 30% Below Their Intrinsic Value Estimate

Dec 22
Dyno Nobel Limited (ASX:DNL) Shares Could Be 30% Below Their Intrinsic Value Estimate
ORI
AU$24.28
Orica
7D
-1.4%
1Y
46.4%

ORI: Expanded Buyback And Higher Dividend Will Support Moderately Balanced Outlook

Narrative Update Analysts have raised their price target on Orica to approximately A$26.10 from A$23.68, reflecting slightly lower perceived risk, stronger expected revenue growth, and a higher future earnings multiple that more than offset a modest downward revision to profit margins. What's in the News Expanded equity buyback authorization by AUD 100 million, lifting the total program to AUD 500 million as of November 13, 2025 (company announcement) Declared an increased ordinary dividend of AUD 0.32 per share for the six months ended September 30, 2025, with ex date November 21, record date November 24, and payment date December 22, 2025 (company announcement) Valuation Changes Fair Value Estimate has risen moderately to approximately A$26.10 from about A$23.68.
CXL
AU$0.98
Calix
7D
34.2%
1Y
30.7%
TTT
AU$0.24
Titomic
7D
14.3%
1Y
26.3%
FGR
AU$0.069
First Graphene
7D
-1.4%
1Y
155.6%
AJX
AU$0.006
Alexium International Group
7D
-14.3%
1Y
-50.0%
PPK
AU$0.47
PPK Group
7D
30.1%
1Y
35.7%

Is PPK Group (ASX:PPK) Using Too Much Debt?

Nov 28
Is PPK Group (ASX:PPK) Using Too Much Debt?
A4N
AU$0.78
Alpha HPA
7D
4.7%
1Y
-12.9%
CLV
AU$0.79
Clover
7D
-3.1%
1Y
76.5%

Clover Corporation Limited's (ASX:CLV) 28% Share Price Surge Not Quite Adding Up

Nov 20
Clover Corporation Limited's (ASX:CLV) 28% Share Price Surge Not Quite Adding Up
NUF
AU$2.35
Nufarm
7D
1.7%
1Y
-33.6%
PWN
AU$0.013
Parkway
7D
-7.1%
1Y
8.3%
CG1
AU$0.11
Carbonxt Group
7D
14.6%
1Y
57.1%
ADO
AU$0.022
AnteoTech
7D
29.4%
1Y
29.4%
TGH
AU$0.023
Terragen Holdings
7D
-4.2%
1Y
-41.0%
SPN
AU$0.18
Sparc Technologies
7D
-7.5%
1Y
15.6%