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Australian (ASX) Commodity Chemicals Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies9
  • 7D-7.5%
  • 3M1.9%
  • 1Y38.7%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has dropped 7.4%, driven by Orica declining 7.2%. This takes the industry's 12 month performance to a gain of 36%. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026AU$12.7bAU$8.3bAU$17.7m69.3x716.6x1.5x
Sat, 24 Jan 2026AU$14.0bAU$8.3bAU$48.0m74.3x291.4x1.7x
Mon, 22 Dec 2025AU$12.8bAU$8.3bAU$67.6m71.7x188.8x1.5x
Wed, 19 Nov 2025AU$12.3bAU$8.3bAU$67.6m68.4x181.5x1.5x
Fri, 17 Oct 2025AU$11.4bAU$8.1bAU$3.4m103.5x3386.1x1.4x
Sun, 14 Sep 2025AU$11.1bAU$8.1bAU$3.4m101.5x3286x1.4x
Tue, 12 Aug 2025AU$11.6bAU$8.1bAU$6.8m68.2x1698x1.4x
Thu, 10 Jul 2025AU$11.0bAU$8.1bAU$6.8m64.9x1611.4x1.4x
Sat, 07 Jun 2025AU$10.3bAU$8.1bAU$6.8m61.5x1504.2x1.3x
Mon, 05 May 2025AU$9.4bAU$7.9bAU$433.3m24.9x21.7x1.2x
Wed, 02 Apr 2025AU$9.5bAU$7.9bAU$433.2m28.6x22x1.2x
Fri, 28 Feb 2025AU$9.3bAU$7.9bAU$440.5m27.6x21.1x1.2x
Sun, 26 Jan 2025AU$9.7bAU$7.9bAU$445.4m29.2x21.7x1.2x
Tue, 24 Dec 2024AU$9.4bAU$7.9bAU$448.2m32.7x21x1.2x
Thu, 21 Nov 2024AU$10.3bAU$7.9bAU$448.2m30.4x22.9x1.3x
Sat, 19 Oct 2024AU$10.4bAU$7.8bAU$434.2m33.7x24x1.3x
Mon, 16 Sep 2024AU$10.2bAU$7.8bAU$434.2m32.3x23.4x1.3x
Wed, 14 Aug 2024AU$10.1bAU$7.8bAU$440.6m17.2x22.8x1.3x
Fri, 12 Jul 2024AU$10.0bAU$7.8bAU$440.6m17x22.7x1.3x
Sun, 09 Jun 2024AU$10.1bAU$7.8bAU$440.6m17.4x23x1.3x
Tue, 07 May 2024AU$10.1bAU$8.1bAU$225.7m29.5x44.6x1.2x
Thu, 04 Apr 2024AU$10.0bAU$8.1bAU$225.7m29.6x44.4x1.2x
Sat, 02 Mar 2024AU$9.4bAU$8.1bAU$225.7m27.6x41.8x1.2x
Mon, 29 Jan 2024AU$8.8bAU$8.1bAU$230.9m24.7x38.1x1.1x
Wed, 27 Dec 2023AU$8.9bAU$8.1bAU$230.9m24.3x38.7x1.1x
Fri, 24 Nov 2023AU$8.7bAU$8.1bAU$230.9m24.2x37.8x1.1x
Sun, 22 Oct 2023AU$8.2bAU$8.2bAU$202.5m25.7x40.5x1x
Tue, 19 Sep 2023AU$8.8bAU$8.2bAU$202.5m26.7x43.2x1.1x
Thu, 17 Aug 2023AU$9.0bAU$8.2bAU$217.7m36.2x41.5x1.1x
Sat, 15 Jul 2023AU$9.0bAU$8.2bAU$217.7m37.3x41.2x1.1x
Mon, 12 Jun 2023AU$8.9bAU$8.2bAU$217.7m38.4x40.7x1.1x
Wed, 10 May 2023AU$9.4bAU$7.3bAU$95.1m50.6x99.4x1.3x
Fri, 07 Apr 2023AU$9.0bAU$7.3bAU$95.1m52.6x95.2x1.2x
Sun, 05 Mar 2023AU$9.2bAU$7.3bAU$95.1m51.9x97x1.3x
Price to Earnings Ratio

97x


Total Market Cap: AU$9.2bTotal Earnings: AU$95.1mTotal Revenue: AU$7.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Commodity Chemicals Industry Price to Earnings3Y Average 435x202420252026
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 263x which is lower than its 3-year average PE of 435x.
  • The 3-year average PS ratio of 1.3x 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 20% 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 Market1.42%
Materials6.53%
Chemicals-4.80%
Commodity Chemicals-7.54%
Diversified Chemicals0.91%
Fertilizers and Agricultural Chemicals-0.98%
Specialty Chemicals-4.04%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AEM Advanced Energy MineralsAU$0.498.9%
+AU$23.6m		n/aPS644.4x
CG1 Carbonxt GroupAU$0.0892.3%
+AU$866.7k		43.5%PS2.4x

Latest News

SDV
AU$0.23
SciDev
7D
-36.6%
1Y
-50.5%
CG1
AU$0.089
Carbonxt Group
7D
2.3%
1Y
43.5%
CXL
AU$1.14
Calix
7D
-3.8%
1Y
144.1%

CXL: Rio Tinto Partnership Will Drive Future Low Emissions Steel Upside

Analysts have trimmed their price targets on Calix by A$4.70 to A$4.50, reflecting slightly updated assumptions for discount rates, profit margins and future P/E. Valuation Changes Fair Value: Modelled fair value is unchanged at A$1.93.
ORI
AU$24.15
Orica
7D
-4.9%
1Y
45.8%
A4N
AU$0.65
Alpha HPA
7D
-3.0%
1Y
-25.3%
PPK
AU$0.39
PPK Group
7D
-1.3%
1Y
11.4%
MCO
AU$0.014
Myeco Group
7D
-6.7%
1Y
-20.0%

Myeco Group Ltd (ASX:MCO) Shares Fly 29% But Investors Aren't Buying For Growth

Jan 15
Myeco Group Ltd (ASX:MCO) Shares Fly 29% But Investors Aren't Buying For Growth
AEM
AU$0.49
Advanced Energy Minerals
7D
8.9%
1Y
n/a