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Australian (ASX) Chemicals Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies27
  • 7D2.6%
  • 3M10.7%
  • 1Y10.3%
  • YTD0.1%

The Chemicals industry is up 1.1% in the last week, with Orica up 2.8%. In the same time, Titomic was down 10%. In the last 12 months, the industry was up 8.1%. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026AU$21.0bAU$16.2bAU$17.3m30.9x1208.4x1.3x
Thu, 25 Jun 2026AU$21.0bAU$16.2bAU$17.4m30.6x1211.7x1.3x
Sat, 23 May 2026AU$20.5bAU$16.3bAU$8.3m30x2462.9x1.3x
Mon, 20 Apr 2026AU$18.9bAU$16.2b-AU$187,251,992.5639.2x-100.9x1.2x
Wed, 18 Mar 2026AU$17.6bAU$15.7b-AU$143,738,206.4638.7x-122.3x1.1x
Fri, 13 Feb 2026AU$21.3bAU$15.7b-AU$107,205,378.4349.3x-199x1.4x
Sun, 11 Jan 2026AU$22.0bAU$15.7b-AU$107,320,950.0646.3x-204.6x1.4x
Tue, 09 Dec 2025AU$20.2bAU$16.2b-AU$115,697,048.0860x-174.5x1.2x
Thu, 06 Nov 2025AU$19.3bAU$17.5b-AU$550,538,058.9484.7x-35.1x1.1x
Sat, 04 Oct 2025AU$19.4bAU$17.5b-AU$547,208,222.1974x-35.4x1.1x
Mon, 01 Sep 2025AU$19.4bAU$17.5b-AU$460,622,445.7338.3x-42x1.1x
Wed, 30 Jul 2025AU$18.9bAU$17.5b-AU$471,567,807.8525.5x-40.2x1.1x
Fri, 27 Jun 2025AU$17.2bAU$17.5b-AU$478,597,525.4723.9x-35.9x1x
Sun, 25 May 2025AU$17.1bAU$17.5b-AU$484,219,863.1326.2x-35.3x1x
Tue, 22 Apr 2025AU$15.2bAU$17.2b-AU$151,125,129.4719.1x-100.6x0.9x
Thu, 20 Mar 2025AU$17.2bAU$17.1b-AU$151,822,740.1732x-113x1x
Sat, 15 Feb 2025AU$17.6bAU$17.1b-AU$147,144,542.9816.2x-119.4x1x
Mon, 13 Jan 2025AU$17.5bAU$17.1b-AU$147,409,868.3715.7x-118.5x1x
Wed, 11 Dec 2024AU$18.6bAU$17.1b-AU$145,404,044.1133.2x-128x1.1x
Fri, 08 Nov 2024AU$18.7bAU$16.9bAU$195.9m34.7x95.4x1.1x
Sun, 06 Oct 2024AU$18.3bAU$16.9bAU$193.8m35.2x94.4x1.1x
Tue, 03 Sep 2024AU$18.2bAU$16.9bAU$171.4m25.3x106.4x1.1x
Thu, 01 Aug 2024AU$18.4bAU$16.8bAU$188.2m29.8x97.7x1.1x
Sat, 29 Jun 2024AU$18.2bAU$16.8bAU$188.2m30.2x96.9x1.1x
Mon, 27 May 2024AU$18.9bAU$16.8bAU$188.1m30.6x100.7x1.1x
Wed, 24 Apr 2024AU$18.6bAU$17.6bAU$496.6m25.1x37.5x1.1x
Fri, 22 Mar 2024AU$18.1bAU$17.6bAU$517.2m24.5x35x1x
Sun, 18 Feb 2024AU$17.3bAU$17.6bAU$555.9m21.4x31.2x1x
Tue, 16 Jan 2024AU$17.6bAU$17.6bAU$416.8m21x42.3x1x
Thu, 14 Dec 2023AU$17.4bAU$17.6bAU$429.5m20.7x40.5x1x
Sat, 11 Nov 2023AU$17.1bAU$19.1bAU$1.1b16.8x16.2x0.9x
Mon, 09 Oct 2023AU$17.1bAU$19.2bAU$1.0b19.1x16.6x0.9x
Wed, 06 Sep 2023AU$18.2bAU$19.3bAU$1.0b16.4x18x0.9x
Fri, 04 Aug 2023AU$18.3bAU$19.2bAU$1.0b19.8x17.7x1x
Price to Earnings Ratio

17.7x


Total Market Cap: AU$18.3bTotal Earnings: AU$1.0bTotal Revenue: AU$19.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average 76.1x202420252026
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 76.1x.
  • 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 Market0.96%
Materials4.36%
Chemicals2.56%
Fertilizers and Agricultural Chemicals6.59%
Diversified Chemicals2.97%
Commodity Chemicals2.28%
Specialty Chemicals-2.29%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry even though it's trading below its 3-year average PE ratio of 504x.
    • Analysts are expecting annual earnings growth of 28.8%, 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 14% 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
ORI OricaAU$23.671.6%
+AU$171.5m		10.8%PE43.8x
DNL Dyno NobelAU$3.760.5%
+AU$35.0m		27.9%PE25.8x
NUF NufarmAU$2.933.2%
+AU$34.6m		10.6%PS0.3x
CXL CalixAU$0.3413.3%
+AU$8.6m		-40.9%PS2.4x
CLV CloverAU$0.925.2%
+AU$7.5m		61.9%PE17.1x

Latest News

SPN
AU$0.26
Sparc Technologies
7D
13.0%
1Y
79.3%
Analysis Article • 7h

Will Sparc Technologies (ASX:SPN) Spend Its Cash Wisely?

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
A4N
AU$0.52
Alpha HPA
7D
-5.5%
1Y
-44.6%
CLV
AU$0.92
Clover
7D
5.2%
1Y
61.9%
New Narrative • Jul 15

Expanded Omega Portfolio And Vertical Integration Will Support Long-Term Earnings Potential

Catalysts About Clover Clover Corporation develops and supplies specialty omega based ingredients and related nutritional products for applications such as infant formula, human nutrition, seniors nutrition and sports nutrition. What are the underlying business or industry changes driving this perspective?
NUF
AU$2.93
Nufarm
7D
3.2%
1Y
10.6%
Narrative Update • Jul 12

NUF: Cyclical Inflection And Margin Focus Will Drive Future Upside

Nufarm's analyst price targets have shifted up into the A$3.50 to A$3.60 range, reflecting analysts' focus on the confirmed cyclical inflection in Crop Protection and Seeds, improved cash flow with a pathway to deleveraging, and a stronger emphasis on margins, cost reduction and lower capex under normal seasonal and market conditions. Analyst Commentary Recent research on Nufarm points to a more upbeat tone, with several bullish analysts highlighting what they see as a clearer path for the company as cyclical conditions in Crop Protection and Seeds become more supportive and cash generation improves.
FGR
AU$0.058
First Graphene
7D
-4.9%
1Y
48.7%
TTT
AU$0.17
Titomic
7D
-7.9%
1Y
-35.2%
ORI
AU$23.67
Orica
7D
1.6%
1Y
10.8%
AEM
AU$0.37
Advanced Engineered Materials
7D
-7.5%
1Y
n/a
CP8
AU$0.14
Canadian Phosphate
7D
12.5%
1Y
95.7%
CXL
AU$0.34
Calix
7D
13.3%
1Y
-40.9%
HFR
AU$0.018
Highfield Resources
7D
-18.2%
1Y
-90.8%
DNL
AU$3.76
Dyno Nobel
7D
0.5%
1Y
27.9%
Narrative Update • Jun 22

DNL: Explosives Focus And Dividend Payout Will Support Future Steady Returns

Analysts have slightly trimmed their fair value estimate for Dyno Nobel to A$3.61. This reflects a modestly higher discount rate alongside adjusted assumptions for revenue growth, profit margins, and future P/E multiples.
FGH
AU$0.01
Foresta Group Holding
7D
-9.1%
1Y
-9.1%
RLF
AU$0.028
RLF AgTech
7D
-26.3%
1Y
-61.1%
CG1
AU$0.083
Carbonxt Group
7D
18.6%
1Y
23.9%
AJX
AU$0.007
Alexium International Group
7D
-12.5%
1Y
16.7%