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Australian (ASX) Chemicals Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies27
  • 7D5.9%
  • 3M-11.4%
  • 1Y12.4%
  • YTD-11.7%

Over the last 7 days, the Chemicals industry has risen 6.9%, driven by gains from Orica of 6.2%. This means that the industry has gained 7.6% over the past year. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026AU$18.4bAU$15.7b-AU$148,887,413.0239.6x-123.8x1.2x
Sat, 28 Feb 2026AU$20.5bAU$15.7b-AU$144,501,300.5349.3x-142x1.3x
Mon, 26 Jan 2026AU$22.3bAU$15.7b-AU$107,296,306.1846.3x-208.3x1.4x
Wed, 24 Dec 2025AU$20.8bAU$16.2b-AU$115,689,168.7346.3x-180.2x1.3x
Fri, 21 Nov 2025AU$20.4bAU$16.2b-AU$115,718,967.5460.5x-176.2x1.3x
Sun, 19 Oct 2025AU$19.2bAU$17.5b-AU$547,307,233.5175.4x-35.1x1.1x
Tue, 16 Sep 2025AU$18.6bAU$17.5b-AU$550,292,554.6055.7x-33.7x1.1x
Thu, 14 Aug 2025AU$19.0bAU$17.5b-AU$471,519,103.0626.4x-40.3x1.1x
Sat, 12 Jul 2025AU$18.2bAU$17.5b-AU$471,521,557.7124.2x-38.5x1x
Mon, 09 Jun 2025AU$17.0bAU$17.5b-AU$484,239,844.4824x-35.1x1x
Wed, 07 May 2025AU$16.1bAU$17.2b-AU$151,022,165.7017.7x-106.4x0.9x
Fri, 04 Apr 2025AU$16.5bAU$17.2b-AU$151,090,325.4020.6x-109.3x1x
Sun, 02 Mar 2025AU$15.9bAU$17.1b-AU$111,581,537.3222.9x-142.1x0.9x
Tue, 28 Jan 2025AU$17.8bAU$17.1b-AU$147,226,453.6816x-120.6x1x
Thu, 26 Dec 2024AU$17.3bAU$17.1b-AU$144,484,564.7715.5x-119.8x1x
Sat, 23 Nov 2024AU$18.8bAU$17.1b-AU$146,598,320.2229.7x-128.1x1.1x
Mon, 21 Oct 2024AU$18.6bAU$16.9bAU$193.8m33.7x95.7x1.1x
Wed, 18 Sep 2024AU$18.1bAU$16.9bAU$194.6m24.4x93.2x1.1x
Fri, 16 Aug 2024AU$18.0bAU$16.8bAU$188.2m29.4x95.4x1.1x
Sun, 14 Jul 2024AU$18.2bAU$16.8bAU$188.3m30x96.7x1.1x
Tue, 11 Jun 2024AU$18.7bAU$16.8bAU$188.1m30.4x99.3x1.1x
Thu, 09 May 2024AU$18.5bAU$17.6bAU$496.6m25.1x37.3x1.1x
Sat, 06 Apr 2024AU$18.4bAU$17.6bAU$488.0m25.1x37.8x1x
Mon, 04 Mar 2024AU$17.8bAU$17.6bAU$518.4m22.1x34.4x1x
Wed, 31 Jan 2024AU$17.6bAU$17.6bAU$423.7m21.2x41.5x1x
Fri, 29 Dec 2023AU$17.7bAU$17.6bAU$429.5m20.9x41.1x1x
Sun, 26 Nov 2023AU$17.1bAU$17.6bAU$429.5m20.8x39.9x1x
Tue, 24 Oct 2023AU$16.5bAU$19.2bAU$1.0b18.7x16x0.9x
Thu, 21 Sep 2023AU$17.8bAU$19.3bAU$1.0b17x17.6x0.9x
Sat, 19 Aug 2023AU$18.0bAU$19.2bAU$1.0b20x17.5x0.9x
Mon, 17 Jul 2023AU$18.0bAU$19.2bAU$1.0b23.2x17.4x0.9x
Wed, 14 Jun 2023AU$17.8bAU$19.2bAU$1.0b23.1x17.6x0.9x
Fri, 12 May 2023AU$19.8bAU$19.0bAU$1.1b23.3x17.6x1x
Sun, 09 Apr 2023AU$19.0bAU$18.1bAU$1.0b23.2x19x1.1x
Price to Earnings Ratio

19x


Total Market Cap: AU$19.0bTotal Earnings: AU$1.0bTotal Revenue: AU$18.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average -19.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the Australian Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
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 4.6% per year, which is driving profits down.

Industry Trends

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

AU Market1.39%
Materials5.16%
Chemicals5.85%
Fertilizers and Agricultural Chemicals10.76%
Commodity Chemicals6.57%
Diversified Chemicals4.26%
Specialty Chemicals2.42%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry which is trading above its 3-year average PE ratio of 479x.
    • Analysts are expecting annual earnings growth of 29.2%, 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
DNL Dyno NobelAU$3.202.6%
+AU$140.6m		25.5%PE38.2x
AEM Advanced Energy MineralsAU$0.5220.9%
+AU$53.1m		n/aPS492.6x
CXL CalixAU$0.7434.5%
+AU$41.0m		124.2%PS5.2x
A4N Alpha HPAAU$0.564.6%
+AU$36.3m		-27.1%PS1608.3x
CLV CloverAU$1.0519.4%
+AU$28.2m		106.9%PE19.5x

Latest News

CLV
AU$1.05
Clover
7D
19.4%
1Y
106.9%
A4N
AU$0.56
Alpha HPA
7D
4.6%
1Y
-27.1%
ZNO
AU$0.062
Zoono Group
7D
19.2%
1Y
121.4%
HZR
AU$0.35
Hazer Group
7D
-6.7%
1Y
20.7%
DNL
AU$3.20
Dyno Nobel
7D
2.6%
1Y
25.5%

DNL: Refined Discount Rate And P/E Assumptions Will Guide Balanced Return Outlook

Analysts have lifted their A$ price target on Dyno Nobel by A$X to A$Y. This reflects updated assumptions around discount rates, revenue growth, profit margins and a slightly higher future P/E multiple following recent research updates.
NUF
AU$2.03
Nufarm
7D
3.0%
1Y
-48.9%
CXL
AU$0.74
Calix
7D
34.5%
1Y
124.2%

CXL: Index Inclusion And Profit Outlook Will Support Future Upside

Analysts have revised their price target for Calix to reflect a lower projected profit margin and a higher forward P/E multiple, adjusting their A$ valuation to account for these updated assumptions. What's in the News Calix Limited (ASX:CXL) has been added to the S&P/ASX All Ordinaries Index, reflecting its inclusion in a broader Australian equity benchmark (Key Developments).
MCO
AU$0.011
Myeco Group
7D
-15.4%
1Y
-38.9%
RLF
AU$0.064
RLF AgTech
7D
-8.6%
1Y
28.0%
ORI
AU$20.31
Orica
7D
-1.4%
1Y
20.5%

ORI: Slightly Higher Assumptions Will Support A Steady Bullish Fair Value Outlook

Analysts have trimmed their price target on Orica from A$26.50 to A$25.75 as small adjustments to key inputs, including discount rate, revenue growth, profit margin and future P/E assumptions, filter through their valuation models. Valuation Changes Fair Value: A$26.50 to A$25.75, a small downward adjustment to the modelled valuation.
TTT
AU$0.23
Titomic
7D
-6.3%
1Y
2.3%
SPN
AU$0.17
Sparc Technologies
7D
-12.5%
1Y
0%
AEM
AU$0.52
Advanced Energy Minerals
7D
20.9%
1Y
n/a
FGH
AU$0.022
Foresta Group Holding
7D
10.0%
1Y
144.4%
SDV
AU$0.20
SciDev
7D
-7.1%
1Y
-54.7%
PWN
AU$0.0095
Parkway
7D
-5.0%
1Y
-13.6%

There Is A Reason Parkway Corporate Limited's (ASX:PWN) Price Is Undemanding

Feb 03
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