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Australian (ASX) Chemicals Industry Analysis

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies27
  • 7D1.3%
  • 3M2.9%
  • 1Y22.9%
  • YTD1.7%

The Chemicals industry is up 1.3% in the last week, with Orica up 2.5%. In the same time, Nufarm was down 9.9%. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026AU$21.2bAU$15.7b-AU$107,226,262.2349.3x-197.8x1.3x
Wed, 14 Jan 2026AU$22.0bAU$15.7b-AU$107,328,792.3346.3x-204.9x1.4x
Fri, 12 Dec 2025AU$19.8bAU$16.2b-AU$115,700,246.4450.1x-171x1.2x
Sun, 09 Nov 2025AU$19.3bAU$17.5b-AU$550,518,173.2984.6x-35.1x1.1x
Tue, 07 Oct 2025AU$19.3bAU$17.5b-AU$547,206,523.2673.5x-35.3x1.1x
Thu, 04 Sep 2025AU$18.7bAU$17.5b-AU$506,113,657.0155.7x-36.9x1.1x
Sat, 02 Aug 2025AU$18.8bAU$17.5b-AU$471,635,943.1824.9x-39.8x1.1x
Mon, 30 Jun 2025AU$17.2bAU$17.5b-AU$478,615,339.8523.6x-36x1x
Wed, 28 May 2025AU$17.1bAU$17.5b-AU$484,280,092.2726x-35.4x1x
Fri, 25 Apr 2025AU$15.6bAU$17.2b-AU$151,125,163.5918.4x-103.5x0.9x
Sun, 23 Mar 2025AU$17.3bAU$17.2b-AU$148,334,901.5419.1x-116.4x1x
Tue, 18 Feb 2025AU$17.6bAU$17.1b-AU$147,130,683.3816.6x-119.5x1x
Thu, 16 Jan 2025AU$17.5bAU$17.1b-AU$147,345,211.4415.6x-118.7x1x
Sat, 14 Dec 2024AU$18.2bAU$17.1b-AU$145,375,648.7333.1x-125.5x1.1x
Mon, 11 Nov 2024AU$18.5bAU$16.9bAU$195.8m34.6x94.3x1.1x
Wed, 09 Oct 2024AU$18.3bAU$16.9bAU$193.8m34.5x94.4x1.1x
Fri, 06 Sep 2024AU$18.0bAU$16.9bAU$173.4m25.2x103.6x1.1x
Sun, 04 Aug 2024AU$18.3bAU$16.8bAU$188.2m29.6x97.2x1.1x
Tue, 02 Jul 2024AU$18.2bAU$16.8bAU$188.2m30.1x96.5x1.1x
Thu, 30 May 2024AU$18.5bAU$16.8bAU$188.1m30.6x98.3x1.1x
Sat, 27 Apr 2024AU$18.2bAU$17.6bAU$496.6m24.4x36.6x1x
Mon, 25 Mar 2024AU$18.2bAU$17.6bAU$517.2m24.6x35.1x1x
Wed, 21 Feb 2024AU$17.4bAU$17.6bAU$556.6m22x31.3x1x
Fri, 19 Jan 2024AU$17.3bAU$17.6bAU$416.8m21.1x41.4x1x
Sun, 17 Dec 2023AU$17.9bAU$17.6bAU$429.5m20.8x41.6x1x
Tue, 14 Nov 2023AU$17.1bAU$17.8bAU$479.1m21.4x35.6x1x
Thu, 12 Oct 2023AU$17.4bAU$19.2bAU$1.0b19x16.9x0.9x
Sat, 09 Sep 2023AU$18.1bAU$19.3bAU$1.0b17.4x17.9x0.9x
Mon, 07 Aug 2023AU$18.4bAU$19.2bAU$1.0b20.9x17.9x1x
Wed, 05 Jul 2023AU$17.5bAU$19.2bAU$1.0b23.1x16.9x0.9x
Fri, 02 Jun 2023AU$18.2bAU$19.2bAU$1.0b23.3x17.9x0.9x
Sun, 30 Apr 2023AU$19.3bAU$18.1bAU$1.0b23.3x19.2x1.1x
Tue, 28 Mar 2023AU$18.6bAU$18.1bAU$998.9m22.9x18.6x1x
Thu, 23 Feb 2023AU$19.8bAU$18.0bAU$1.1b25.6x18.7x1.1x
Price to Earnings Ratio

18.7x


Total Market Cap: AU$19.8bTotal Earnings: AU$1.1bTotal Revenue: AU$18.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average -13x202420252026
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 Market2.05%
Materials4.54%
Chemicals1.25%
Diversified Chemicals1.88%
Commodity Chemicals1.85%
Specialty Chemicals-1.01%
Fertilizers and Agricultural Chemicals-8.66%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry even though it's trading below its 3-year average PE ratio of 433x.
    • Analysts are expecting annual earnings growth of 25.0%, 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
ORI OricaAU$25.802.5%
+AU$286.3m		50.5%PE74.1x
DNL Dyno NobelAU$3.251.9%
+AU$101.1m		14.4%PE39.2x
CXL CalixAU$1.6524.1%
+AU$69.0m		211.3%PS12.6x
ADO AnteoTechAU$0.0147.7%
+AU$3.0m		-22.2%PS43x
PPK PPK GroupAU$0.426.3%
+AU$2.3m		18.1%PS1.6x

Latest News

DNL
AU$3.25
Dyno Nobel
7D
1.9%
1Y
14.4%

DNL: Buybacks And P/E Assumptions Will Shape Balanced Rating Outlook

Analyst price targets for Dyno Nobel have been revised to A$3.59 from A$3.35. Analysts point to updated assumptions around discount rates, profit margins and future P/E as key reasons for the change.
CXL
AU$1.65
Calix
7D
24.1%
1Y
211.3%

Optimistic Investors Push Calix Limited (ASX:CXL) Shares Up 38% But Growth Is Lacking

Feb 10
Optimistic Investors Push Calix Limited (ASX:CXL) Shares Up 38% But Growth Is Lacking
A4N
AU$0.66
Alpha HPA
7D
-8.3%
1Y
-28.3%
PPK
AU$0.42
PPK Group
7D
6.3%
1Y
18.1%
ORI
AU$25.80
Orica
7D
2.5%
1Y
50.5%

ORI: Expanded Buyback And Stable Assumptions Will Support Fairly Valued Outlook

Analysts have nudged their price target for Orica slightly higher to A$26.44 from A$26.10, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Orica increased its equity buyback authorization by A$100 million to a total of A$500 million on November 13, 2025, expanding the size of its existing program (Key Developments).
SDV
AU$0.36
SciDev
7D
-4.0%
1Y
-31.4%

Investors Will Want SciDev's (ASX:SDV) Growth In ROCE To Persist

Feb 02
Investors Will Want SciDev's (ASX:SDV) Growth In ROCE To Persist
ADO
AU$0.014
AnteoTech
7D
7.7%
1Y
-22.2%
RLF
AU$0.053
RLF AgTech
7D
3.9%
1Y
32.5%

RLF AgTech Ltd's (ASX:RLF) Shares Lagging The Industry But So Is The Business

Jan 10
RLF AgTech Ltd's (ASX:RLF) Shares Lagging The Industry But So Is The Business
RAN
AU$0.003
Range International
7D
-25.0%
1Y
-25.0%
AEM
AU$0.49
Advanced Energy Minerals
7D
-11.6%
1Y
n/a
HZR
AU$0.43
Hazer Group
7D
1.2%
1Y
21.1%
FGR
AU$0.082
First Graphene
7D
-3.5%
1Y
28.1%
CLV
AU$0.72
Clover
7D
-6.5%
1Y
75.6%

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$1.92
Nufarm
7D
-9.9%
1Y
-49.9%
FGH
AU$0.028
Foresta Group Holding
7D
0%
1Y
154.5%
SPN
AU$0.19
Sparc Technologies
7D
-9.5%
1Y
-15.6%