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Australian (ASX) Chemicals Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies27
  • 7D-0.9%
  • 3M22.1%
  • 1Y23.9%
  • YTD0.6%

The Chemicals is pretty flat in the last 7 days, but Alpha HPA has stood out, gaining 10%. As for the the longer term, the industry is up 24% over the past 12 months. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Jun 2026AU$21.1bAU$16.2bAU$17.4m30.4x1211.8x1.3x
Tue, 19 May 2026AU$20.1bAU$16.3bAU$8.4m28.7x2410.8x1.2x
Thu, 16 Apr 2026AU$18.7bAU$15.7b-AU$148,825,660.0639.1x-125.7x1.2x
Sat, 14 Mar 2026AU$17.4bAU$15.7b-AU$143,586,422.5538.4x-121.2x1.1x
Mon, 09 Feb 2026AU$21.0bAU$15.7b-AU$107,249,477.4949.3x-195.5x1.3x
Wed, 07 Jan 2026AU$21.5bAU$15.7b-AU$107,331,707.6047.8x-199.9x1.4x
Fri, 05 Dec 2025AU$20.4bAU$16.2b-AU$115,709,694.6860.5x-175.9x1.3x
Sun, 02 Nov 2025AU$19.5bAU$17.5b-AU$550,537,786.6684.3x-35.4x1.1x
Tue, 30 Sep 2025AU$18.9bAU$17.5b-AU$547,211,831.9976.5x-34.6x1.1x
Thu, 28 Aug 2025AU$19.3bAU$17.5b-AU$462,960,621.6825.2x-41.6x1.1x
Sat, 26 Jul 2025AU$18.9bAU$17.5b-AU$471,527,411.7326.3x-40.1x1.1x
Mon, 23 Jun 2025AU$17.1bAU$17.5b-AU$478,674,680.9122.2x-35.7x1x
Wed, 21 May 2025AU$17.8bAU$17.4b-AU$463,745,780.5426.3x-38.5x1x
Fri, 18 Apr 2025AU$15.2bAU$17.2b-AU$151,139,450.2219.1x-100.6x0.9x
Sun, 16 Mar 2025AU$17.1bAU$17.1b-AU$144,803,762.4229.8x-118.2x1x
Tue, 11 Feb 2025AU$17.8bAU$17.1b-AU$147,234,750.4016.1x-121.1x1x
Thu, 09 Jan 2025AU$17.4bAU$17.1b-AU$144,477,561.4415.4x-120.6x1x
Sat, 07 Dec 2024AU$18.9bAU$17.1b-AU$145,427,292.7034x-130.1x1.1x
Mon, 04 Nov 2024AU$18.0bAU$16.9bAU$195.8m34x92.2x1.1x
Wed, 02 Oct 2024AU$18.5bAU$16.9bAU$194.4m35.7x95.3x1.1x
Fri, 30 Aug 2024AU$18.2bAU$16.9bAU$190.9m34.3x95.3x1.1x
Sun, 28 Jul 2024AU$17.9bAU$16.8bAU$188.3m29.6x94.9x1.1x
Tue, 25 Jun 2024AU$18.1bAU$16.8bAU$188.1m28.9x96.4x1.1x
Thu, 23 May 2024AU$19.2bAU$17.0bAU$293.2m19.5x65.5x1.1x
Sat, 20 Apr 2024AU$18.3bAU$17.6bAU$496.5m24.6x36.9x1x
Mon, 18 Mar 2024AU$17.8bAU$17.6bAU$521.4m21.1x34.2x1x
Wed, 14 Feb 2024AU$17.1bAU$17.6bAU$555.9m21.4x30.7x1x
Fri, 12 Jan 2024AU$17.6bAU$17.6bAU$416.8m21.2x42.3x1x
Sun, 10 Dec 2023AU$17.3bAU$17.6bAU$429.5m21.2x40.2x1x
Tue, 07 Nov 2023AU$16.7bAU$19.3bAU$1.0b17.2x16.3x0.9x
Thu, 05 Oct 2023AU$17.5bAU$19.3bAU$1.0b19x17.2x0.9x
Sat, 02 Sep 2023AU$18.1bAU$19.3bAU$1.0b16.4x17.9x0.9x
Mon, 31 Jul 2023AU$18.5bAU$19.2bAU$1.0b19.4x17.9x1x
Wed, 28 Jun 2023AU$17.1bAU$19.2bAU$1.0b23.1x16.9x0.9x
Price to Earnings Ratio

16.9x


Total Market Cap: AU$17.1bTotal Earnings: AU$1.0bTotal Revenue: AU$19.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average 35.9x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Chemicals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 1kx which is higher than its 3-year average PE of 35.9x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 74% per year over the last three years,
  • Revenues have also declined 5.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

AU Market0.56%
Materials0.11%
Chemicals-0.94%
Commodity Chemicals-0.037%
Specialty Chemicals-0.33%
Diversified Chemicals-1.81%
Fertilizers and Agricultural Chemicals-5.53%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry even though it's trading below its 3-year average PE ratio of 502x.
    • Analysts are expecting annual earnings growth of 30.1%, which is lower than the prior year's growth of 155.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 114% 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
A4N Alpha HPAAU$0.8610.3%
+AU$116.2m		8.2%PS2448x
AEM Advanced Energy MineralsAU$0.4615.0%
+AU$35.4m		n/aPS435.7x
ADO AnteoTechAU$0.03233.3%
+AU$23.8m		190.9%PS234.5x
CLV CloverAU$0.894.1%
+AU$5.8m		69.5%PE16.6x
SDV SciDevAU$0.1231.1%
+AU$5.4m		-55.6%PS0.2x

Latest News

CP8
AU$0.15
Canadian Phosphate
7D
7.1%
1Y
275.0%
ORI
AU$22.86
Orica
7D
-1.4%
1Y
20.4%
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CXL
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Calix
7D
-4.9%
1Y
30.0%
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CXL: Index Inclusion And Refined Earnings Profile Will Support Future Upside

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SDV
AU$0.12
SciDev
7D
31.1%
1Y
-55.6%
NUF
AU$2.71
Nufarm
7D
-6.6%
1Y
12.9%
Narrative Update • Jun 14

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Analysts have raised Nufarm's price target to A$3.50 to A$3.60, citing evidence of a cyclical inflection in Crop Protection and Seeds, a clearer path to deleveraging and an increased focus on margins, cost reductions and lower capex. Analyst Commentary Bullish Takeaways Bullish analysts view the confirmation of a cyclical inflection in Crop Protection and Seeds as a key support for the higher A$3.50 to A$3.60 price targets, as it provides more confidence in the earnings base these valuations are built on.
A4N
AU$0.86
Alpha HPA
7D
10.3%
1Y
8.2%
RLF
AU$0.045
RLF AgTech
7D
21.6%
1Y
-13.5%
DNL
AU$3.79
Dyno Nobel
7D
-1.8%
1Y
42.5%
Narrative Update • Jun 07

DNL: Pure Play Explosives Focus And Dividend Payout Will Support Measured Returns

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ADO
AU$0.032
AnteoTech
7D
33.3%
1Y
190.9%
CLV
AU$0.89
Clover
7D
4.1%
1Y
69.5%
DNK
AU$0.043
Danakali
7D
2.4%
1Y
-15.7%
AEM
AU$0.46
Advanced Energy Minerals
7D
15.0%
1Y
n/a
TTT
AU$0.22
Titomic
7D
-4.3%
1Y
-26.7%
CG1
AU$0.056
Carbonxt Group
7D
-20.0%
1Y
24.4%
SPN
AU$0.30
Sparc Technologies
7D
-10.3%
1Y
103.3%
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HFR
AU$0.031
Highfield Resources
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-20.5%
1Y
-80.6%