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Australian (ASX) Chemicals Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies27
  • 7D2.4%
  • 3M-16.4%
  • 1Y23.8%
  • YTD-12.6%

Over the last 7 days, the Chemicals industry has risen 2.4%, driven by gains from Dyno Nobel of 4.8%. This takes the industry's 12 month performance to a gain of 24%. 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
Tue, 07 Apr 2026AU$18.2bAU$15.7b-AU$148,875,476.1239.7x-122.5x1.2x
Thu, 05 Mar 2026AU$19.8bAU$15.7b-AU$143,617,955.4241.3x-138.1x1.3x
Sat, 31 Jan 2026AU$21.9bAU$15.7b-AU$107,278,006.5346.3x-204.3x1.4x
Mon, 29 Dec 2025AU$20.5bAU$15.7b-AU$87,748,125.6246.6x-233.2x1.3x
Wed, 26 Nov 2025AU$20.2bAU$16.2b-AU$115,729,315.6360.7x-174.8x1.2x
Fri, 24 Oct 2025AU$19.4bAU$17.5b-AU$550,579,937.3783.7x-35.2x1.1x
Sun, 21 Sep 2025AU$18.6bAU$17.5b-AU$550,280,748.1251.6x-33.9x1.1x
Tue, 19 Aug 2025AU$19.4bAU$17.5b-AU$471,551,261.3327.5x-41.1x1.1x
Thu, 17 Jul 2025AU$18.3bAU$17.5b-AU$471,538,820.5724.1x-38.7x1x
Sat, 14 Jun 2025AU$17.2bAU$17.5b-AU$478,667,218.4823x-35.9x1x
Mon, 12 May 2025AU$17.6bAU$17.4b-AU$577,546,581.2327x-30.4x1x
Wed, 09 Apr 2025AU$15.2bAU$17.2b-AU$151,464,074.2220.6x-100.1x0.9x
Fri, 07 Mar 2025AU$16.9bAU$17.1b-AU$144,406,186.1120.8x-117.3x1x
Sun, 02 Feb 2025AU$18.1bAU$17.1b-AU$147,357,025.6516.4x-122.5x1.1x
Tue, 31 Dec 2024AU$17.4bAU$17.1b-AU$144,484,495.0115.7x-120.7x1x
Thu, 28 Nov 2024AU$18.8bAU$17.1b-AU$146,719,277.6032.6x-128x1.1x
Sat, 26 Oct 2024AU$18.3bAU$16.9bAU$193.7m33.6x94.4x1.1x
Mon, 23 Sep 2024AU$18.2bAU$16.9bAU$194.8m24x93.5x1.1x
Wed, 21 Aug 2024AU$18.3bAU$16.8bAU$188.2m29.2x97x1.1x
Fri, 19 Jul 2024AU$18.1bAU$16.8bAU$188.3m29.5x95.9x1.1x
Sun, 16 Jun 2024AU$18.3bAU$16.8bAU$188.1m30.1x97.3x1.1x
Tue, 14 May 2024AU$18.5bAU$17.3bAU$711.5m20x26x1.1x
Thu, 11 Apr 2024AU$18.2bAU$17.6bAU$488.0m24.4x37.3x1x
Sat, 09 Mar 2024AU$17.9bAU$17.6bAU$518.5m21.9x34.6x1x
Mon, 05 Feb 2024AU$17.5bAU$17.6bAU$423.7m21.6x41.3x1x
Wed, 03 Jan 2024AU$17.8bAU$17.6bAU$416.8m21.2x42.8x1x
Fri, 01 Dec 2023AU$17.4bAU$17.6bAU$429.5m21.4x40.6x1x
Sun, 29 Oct 2023AU$16.3bAU$19.2bAU$1.0b18.5x15.8x0.8x
Tue, 26 Sep 2023AU$17.3bAU$19.3bAU$1.0b16.6x17.1x0.9x
Thu, 24 Aug 2023AU$17.9bAU$19.2bAU$1.0b19.8x17.4x0.9x
Sat, 22 Jul 2023AU$18.1bAU$19.2bAU$1.0b22.3x17.6x0.9x
Mon, 19 Jun 2023AU$17.5bAU$19.2bAU$1.0b23.4x17.3x0.9x
Wed, 17 May 2023AU$19.2bAU$19.0bAU$1.1b23.3x17.1x1x
Fri, 14 Apr 2023AU$19.4bAU$18.1bAU$1.0b24.1x19.3x1.1x
Price to Earnings Ratio

19.3x


Total Market Cap: AU$19.4bTotal Earnings: AU$1.0bTotal Revenue: AU$18.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average -20.3x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Chemicals industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
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 Market1.13%
Materials2.02%
Chemicals2.36%
Diversified Chemicals2.89%
Fertilizers and Agricultural Chemicals2.16%
Commodity Chemicals2.13%
Specialty Chemicals2.10%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry which is trading above its 3-year average PE ratio of 482x.
    • Analysts are expecting annual earnings growth of 29.3%, 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$3.274.8%
+AU$263.3m		43.4%PE39x
ORI OricaAU$20.451.9%
+AU$180.7m		30.8%PE58.4x
NUF NufarmAU$2.239.3%
+AU$73.0m		-40.4%PS0.2x
A4N Alpha HPAAU$0.575.6%
+AU$43.6m		-19.7%PS1622.5x
TTT TitomicAU$0.258.7%
+AU$32.1m		31.6%PS42.6x

Latest News

ORI
AU$20.45
Orica
7D
1.9%
1Y
30.8%

ORI: Refined Assumptions Will Support A Sustained Bullish Fair Value Outlook

Analysts have trimmed their price target for Orica slightly to A$25.64 from A$25.75. This reflects small adjustments to assumptions around revenue growth, profit margins and the future P/E multiple.
CLV
AU$1.09
Clover
7D
8.5%
1Y
114.9%
A4N
AU$0.57
Alpha HPA
7D
5.6%
1Y
-19.7%
ZNO
AU$0.055
Zoono Group
7D
-8.3%
1Y
111.5%
HZR
AU$0.35
Hazer Group
7D
-4.1%
1Y
18.3%
DNL
AU$3.27
Dyno Nobel
7D
4.8%
1Y
43.4%

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$2.23
Nufarm
7D
9.3%
1Y
-40.4%
CXL
AU$0.75
Calix
7D
18.1%
1Y
183.0%

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).
TTT
AU$0.25
Titomic
7D
8.7%
1Y
31.6%
AJX
AU$0.007
Alexium International Group
7D
-12.5%
1Y
-12.5%
PPK
AU$0.32
PPK Group
7D
-1.6%
1Y
5.0%
AEM
AU$0.49
Advanced Energy Minerals
7D
10.0%
1Y
n/a
ADO
AU$0.011
AnteoTech
7D
-8.3%
1Y
-8.3%
SDV
AU$0.19
SciDev
7D
-5.0%
1Y
-54.2%
CG1
AU$0.084
Carbonxt Group
7D
-8.7%
1Y
61.5%
TGH
AU$0.02
Terragen Holdings
7D
-4.8%
1Y
-20.0%