Australian (ASX) Commodity Chemicals Industry Analysis

UpdatedApr 12, 2026

DataAggregated Company Financials

Companies9

7D5.0%
3M-19.1%
1Y33.7%
YTDn/a

Over the last 7 days, the Commodity Chemicals industry has risen 5.0%, driven by gains from Orica of 5.8%. During this same period, the Advanced Energy Minerals underperformed, falling 9.6%. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 12 Apr 2026	AU$11.4b	AU$8.3b	AU$15.1m	61.4x	750.5x	1.4x
Tue, 10 Mar 2026	AU$11.3b	AU$8.3b	AU$15.2m	61.9x	744.8x	1.4x
Thu, 05 Feb 2026	AU$13.7b	AU$8.3b	AU$48.1m	74x	284.5x	1.6x
Sat, 03 Jan 2026	AU$12.7b	AU$8.3b	AU$67.6m	70.1x	187.7x	1.5x
Mon, 01 Dec 2025	AU$12.3b	AU$8.3b	AU$67.6m	68.7x	182.4x	1.5x
Wed, 29 Oct 2025	AU$11.5b	AU$8.1b	AU$3.4m	105.5x	3407.8x	1.4x
Fri, 26 Sep 2025	AU$11.4b	AU$8.1b	AU$3.4m	103.5x	3383.5x	1.4x
Sun, 24 Aug 2025	AU$11.8b	AU$8.1b	AU$6.8m	69.8x	1728.5x	1.5x
Tue, 22 Jul 2025	AU$11.2b	AU$8.1b	AU$6.8m	65.5x	1643.9x	1.4x
Thu, 19 Jun 2025	AU$10.3b	AU$8.1b	AU$6.8m	59.4x	1511.4x	1.3x
Sat, 17 May 2025	AU$10.5b	AU$8.1b	AU$6.8m	63.2x	1541.8x	1.3x
Mon, 14 Apr 2025	AU$8.4b	AU$7.9b	AU$433.3m	24x	19.4x	1.1x
Wed, 12 Mar 2025	AU$9.3b	AU$7.9b	AU$432.7m	26.9x	21.6x	1.2x
Fri, 07 Feb 2025	AU$9.7b	AU$7.9b	AU$445.4m	28.8x	21.8x	1.2x
Sun, 05 Jan 2025	AU$9.4b	AU$7.9b	AU$448.2m	31.7x	20.9x	1.2x
Tue, 03 Dec 2024	AU$10.4b	AU$7.9b	AU$448.2m	35.1x	23.2x	1.3x
Thu, 31 Oct 2024	AU$9.9b	AU$7.8b	AU$434.2m	34.9x	22.9x	1.3x
Sat, 28 Sep 2024	AU$10.6b	AU$7.8b	AU$434.2m	36.3x	24.4x	1.4x
Mon, 26 Aug 2024	AU$10.0b	AU$7.8b	AU$438.5m	17.1x	22.7x	1.3x
Wed, 24 Jul 2024	AU$9.8b	AU$7.8b	AU$440.6m	16.8x	22.3x	1.3x
Fri, 21 Jun 2024	AU$10.0b	AU$7.8b	AU$440.6m	17x	22.6x	1.3x
Sun, 19 May 2024	AU$10.4b	AU$7.8b	AU$440.6m	17.7x	23.5x	1.3x
Tue, 16 Apr 2024	AU$10.1b	AU$8.1b	AU$225.7m	29.4x	44.6x	1.2x
Thu, 14 Mar 2024	AU$9.5b	AU$8.1b	AU$225.7m	28.1x	42x	1.2x
Sat, 10 Feb 2024	AU$8.8b	AU$8.1b	AU$235.9m	25.2x	37.3x	1.1x
Mon, 08 Jan 2024	AU$9.0b	AU$8.1b	AU$230.9m	24.6x	38.8x	1.1x
Wed, 06 Dec 2023	AU$8.7b	AU$8.1b	AU$230.9m	23.8x	37.8x	1.1x
Fri, 03 Nov 2023	AU$8.2b	AU$8.2b	AU$202.5m	25x	40.3x	1x
Sun, 01 Oct 2023	AU$8.5b	AU$8.2b	AU$202.5m	26.6x	41.9x	1x
Tue, 29 Aug 2023	AU$8.8b	AU$8.2b	AU$215.9m	35.2x	40.6x	1.1x
Thu, 27 Jul 2023	AU$9.1b	AU$8.2b	AU$217.7m	39.4x	41.8x	1.1x
Sat, 24 Jun 2023	AU$8.7b	AU$8.2b	AU$217.7m	39.5x	39.8x	1.1x
Mon, 22 May 2023	AU$9.1b	AU$8.2b	AU$217.7m	40.5x	42x	1.1x
Wed, 19 Apr 2023	AU$9.3b	AU$7.3b	AU$95.1m	50.7x	97.3x	1.3x

Price to Earnings Ratio

97.3x

Wed, 19 Apr 2023

Current Industry PE

Investors are optimistic on the Australian Commodity Chemicals industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 751x which is higher than its 3-year average PE of 485x.

The industry is trading close to its 3-year average PS ratio of 1.3x.

Past Earnings Growth

The earnings for companies in the Commodity Chemicals industry have declined 46% per year over the last three years.
Meanwhile revenues for these companies have grown 4.6% per year.
This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Australian Commodity Chemicals compare with similar industries?


AU Market	4.32%
Materials	6.22%
Chemicals	4.61%
Commodity Chemicals	4.99%
Fertilizers and Agricultural Chemicals	11.00%
Specialty Chemicals	6.78%
Diversified Chemicals	2.50%