Orica (ASX:ORI) Is Paying Out A Larger Dividend Than Last Year
Nov 17
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Australian (ASX) Commodity Chemicals Industry Analysis
UpdatedNov 19, 2025
DataAggregated Company Financials
Companies8
- 7D3.4%
- 3M7.1%
- 1Y21.9%
- YTDn/a
Over the last 7 days, the Commodity Chemicals industry has risen 3.4%, driven by gains from Orica of 4.2%. During this same period, the Alpha HPA underperformed, falling 8.1%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 30% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 19 Nov 2025 | AU$12.3b | AU$8.3b | AU$67.6m | 68.4x | 181.5x | 1.5x |
| Fri, 17 Oct 2025 | AU$11.4b | AU$8.1b | AU$3.4m | 103.5x | 3386.1x | 1.4x |
| Sun, 14 Sep 2025 | AU$11.1b | AU$8.1b | AU$3.4m | 101.5x | 3286x | 1.4x |
| Tue, 12 Aug 2025 | AU$11.6b | AU$8.1b | AU$6.8m | 68.2x | 1698x | 1.4x |
| Thu, 10 Jul 2025 | AU$11.0b | AU$8.1b | AU$6.8m | 64.9x | 1611.4x | 1.4x |
| Sat, 07 Jun 2025 | AU$10.3b | AU$8.1b | AU$6.8m | 61.5x | 1504.2x | 1.3x |
| Mon, 05 May 2025 | AU$9.4b | AU$7.9b | AU$433.3m | 24.9x | 21.7x | 1.2x |
| Wed, 02 Apr 2025 | AU$9.5b | AU$7.9b | AU$433.2m | 28.6x | 22x | 1.2x |
| Fri, 28 Feb 2025 | AU$9.3b | AU$7.9b | AU$440.5m | 27.6x | 21.1x | 1.2x |
| Sun, 26 Jan 2025 | AU$9.7b | AU$7.9b | AU$445.4m | 29.2x | 21.7x | 1.2x |
| Tue, 24 Dec 2024 | AU$9.4b | AU$7.9b | AU$448.2m | 32.7x | 21x | 1.2x |
| Thu, 21 Nov 2024 | AU$10.3b | AU$7.9b | AU$448.2m | 30.4x | 22.9x | 1.3x |
| Sat, 19 Oct 2024 | AU$10.4b | AU$7.8b | AU$434.2m | 33.7x | 24x | 1.3x |
| Mon, 16 Sep 2024 | AU$10.2b | AU$7.8b | AU$434.2m | 32.3x | 23.4x | 1.3x |
| Wed, 14 Aug 2024 | AU$10.1b | AU$7.8b | AU$440.6m | 17.2x | 22.8x | 1.3x |
| Fri, 12 Jul 2024 | AU$10.0b | AU$7.8b | AU$440.6m | 17x | 22.7x | 1.3x |
| Sun, 09 Jun 2024 | AU$10.1b | AU$7.8b | AU$440.6m | 17.4x | 23x | 1.3x |
| Tue, 07 May 2024 | AU$10.1b | AU$8.1b | AU$225.7m | 29.5x | 44.6x | 1.2x |
| Thu, 04 Apr 2024 | AU$10.0b | AU$8.1b | AU$225.7m | 29.6x | 44.4x | 1.2x |
| Sat, 02 Mar 2024 | AU$9.4b | AU$8.1b | AU$225.7m | 27.6x | 41.8x | 1.2x |
| Mon, 29 Jan 2024 | AU$8.8b | AU$8.1b | AU$230.9m | 24.7x | 38.1x | 1.1x |
| Wed, 27 Dec 2023 | AU$8.9b | AU$8.1b | AU$230.9m | 24.3x | 38.7x | 1.1x |
| Fri, 24 Nov 2023 | AU$8.7b | AU$8.1b | AU$230.9m | 24.2x | 37.8x | 1.1x |
| Sun, 22 Oct 2023 | AU$8.2b | AU$8.2b | AU$202.5m | 25.7x | 40.5x | 1x |
| Tue, 19 Sep 2023 | AU$8.8b | AU$8.2b | AU$202.5m | 26.7x | 43.2x | 1.1x |
| Thu, 17 Aug 2023 | AU$9.0b | AU$8.2b | AU$217.7m | 36.2x | 41.5x | 1.1x |
| Sat, 15 Jul 2023 | AU$9.0b | AU$8.2b | AU$217.7m | 37.3x | 41.2x | 1.1x |
| Mon, 12 Jun 2023 | AU$8.9b | AU$8.2b | AU$217.7m | 38.4x | 40.7x | 1.1x |
| Wed, 10 May 2023 | AU$9.4b | AU$7.3b | AU$95.1m | 50.6x | 99.4x | 1.3x |
| Fri, 07 Apr 2023 | AU$9.0b | AU$7.3b | AU$95.1m | 52.6x | 95.2x | 1.2x |
| Sun, 05 Mar 2023 | AU$9.2b | AU$7.3b | AU$95.1m | 51.9x | 97x | 1.3x |
| Tue, 31 Jan 2023 | AU$8.5b | AU$7.3b | AU$106.1m | 46.1x | 80.3x | 1.2x |
| Thu, 29 Dec 2022 | AU$8.6b | AU$7.3b | AU$105.8m | 47.9x | 80.9x | 1.2x |
| Sat, 26 Nov 2022 | AU$8.7b | AU$7.3b | AU$105.9m | 47.8x | 82x | 1.2x |
Price to Earnings Ratio
82x
Current Industry PE
- Investors are pessimistic on the Australian Commodity Chemicals industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 181x which is lower than its 3-year average PE of 421x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Commodity Chemicals industry have declined 14% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.7% 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 | -4.10% | |
| Materials | -2.20% | |
| Chemicals | 0.74% | |
| Commodity Chemicals | 3.45% | |
| Fertilizers and Agricultural Chemicals | -1.56% | |
| Diversified Chemicals | -2.92% | |
| Specialty Chemicals | -5.78% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
