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Australian (ASX) Chemicals Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies27
  • 7D2.2%
  • 3M17.7%
  • 1Y22.3%
  • YTD2.7%

Over the last 7 days, the Chemicals industry has risen 2.2%, driven by gains from Orica of 4.3%. Meanwhile, Alpha HPA actually underperformed within the industry, shrinking 9.6% in the last week. This means that the industry has gained 22% over the past year. Earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026AU$21.5bAU$16.2bAU$17.3m30.9x1240.2x1.3x
Sat, 30 May 2026AU$21.0bAU$16.2bAU$17.4m30.3x1210.9x1.3x
Mon, 27 Apr 2026AU$19.1bAU$16.2b-AU$187,261,269.4739.3x-102.1x1.2x
Wed, 25 Mar 2026AU$16.7bAU$15.7b-AU$143,798,383.3138.1x-116.4x1.1x
Fri, 20 Feb 2026AU$21.0bAU$15.7b-AU$107,201,993.5649.3x-196.1x1.3x
Sun, 18 Jan 2026AU$22.1bAU$15.7b-AU$107,336,362.6946.3x-206x1.4x
Tue, 16 Dec 2025AU$20.0bAU$16.2b-AU$115,693,747.4050.3x-173.1x1.2x
Thu, 13 Nov 2025AU$20.3bAU$15.9b-AU$39,404,270.5363.3x-514.1x1.3x
Sat, 11 Oct 2025AU$19.3bAU$17.5b-AU$547,304,968.8675.4x-35.3x1.1x
Mon, 08 Sep 2025AU$18.6bAU$17.5b-AU$506,113,391.7655.7x-36.7x1.1x
Wed, 06 Aug 2025AU$18.9bAU$17.5b-AU$471,602,391.5624.7x-40.1x1.1x
Fri, 04 Jul 2025AU$17.7bAU$17.5b-AU$471,550,591.9325.8x-37.5x1x
Sun, 01 Jun 2025AU$17.2bAU$17.5b-AU$484,289,507.1825.3x-35.6x1x
Tue, 29 Apr 2025AU$15.7bAU$17.2b-AU$151,098,598.9018.1x-104.1x0.9x
Thu, 27 Mar 2025AU$17.2bAU$17.2b-AU$148,294,676.2020.4x-116.1x1x
Sat, 22 Feb 2025AU$17.1bAU$17.1b-AU$146,438,345.4015.9x-117x1x
Mon, 20 Jan 2025AU$17.6bAU$17.1b-AU$147,328,022.9115.5x-119.2x1x
Wed, 18 Dec 2024AU$18.0bAU$17.1b-AU$145,422,911.1731.5x-123.7x1.1x
Fri, 15 Nov 2024AU$18.1bAU$17.0b-AU$140,085,017.4031.5x-129.3x1.1x
Sun, 13 Oct 2024AU$18.5bAU$16.9bAU$193.8m34.4x95.5x1.1x
Tue, 10 Sep 2024AU$17.9bAU$16.9bAU$173.4m24.7x103.5x1.1x
Thu, 08 Aug 2024AU$17.8bAU$16.8bAU$188.1m29.8x94.5x1.1x
Sat, 06 Jul 2024AU$18.3bAU$16.8bAU$188.2m29.7x97.1x1.1x
Mon, 03 Jun 2024AU$18.5bAU$16.8bAU$188.1m30.4x98.5x1.1x
Wed, 01 May 2024AU$18.5bAU$17.6bAU$496.6m24.8x37.2x1x
Fri, 29 Mar 2024AU$18.7bAU$17.6bAU$510.7m25.5x36.7x1.1x
Sun, 25 Feb 2024AU$17.5bAU$17.6bAU$547.0m21.9x32x1x
Tue, 23 Jan 2024AU$17.3bAU$17.6bAU$416.8m21.3x41.5x1x
Thu, 21 Dec 2023AU$17.8bAU$17.6bAU$429.5m21.1x41.6x1x
Sat, 18 Nov 2023AU$17.5bAU$17.6bAU$440.8m21.6x39.8x1x
Mon, 16 Oct 2023AU$17.4bAU$19.2bAU$1.0b19.4x16.8x0.9x
Wed, 13 Sep 2023AU$18.3bAU$19.3bAU$1.0b16.8x18.1x0.9x
Fri, 11 Aug 2023AU$18.4bAU$19.2bAU$1.0b20.6x17.8x1x
Sun, 09 Jul 2023AU$17.3bAU$19.2bAU$1.0b23x16.7x0.9x
Price to Earnings Ratio

16.7x


Total Market Cap: AU$17.3bTotal Earnings: AU$1.0bTotal Revenue: AU$19.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Chemicals Industry Price to Earnings3Y Average 48x202420252026
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 48.0x.
  • 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 Market-0.83%
Materials-2.01%
Chemicals2.22%
Commodity Chemicals2.70%
Diversified Chemicals2.34%
Specialty Chemicals0.49%
Fertilizers and Agricultural Chemicals-1.97%
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 29.4%, 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 16% 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$23.831.8%
+AU$199.2m		20.5%PE44x
DNL Dyno NobelAU$3.911.6%
+AU$105.3m		42.2%PE26.9x
FGR First GrapheneAU$0.06925.5%
+AU$12.3m		165.4%PS105.4x
TTT TitomicAU$0.212.4%
+AU$8.0m		-25.9%PS32.8x
ADO AnteoTechAU$0.037.1%
+AU$5.9m		130.8%PS219.8x

Latest News

FGR
AU$0.069
First Graphene
7D
25.5%
1Y
165.4%
AEM
AU$0.41
Advanced Energy Minerals
7D
-10.0%
1Y
n/a
A4N
AU$0.65
Alpha HPA
7D
-6.5%
1Y
-28.7%
SDV
AU$0.14
SciDev
7D
16.0%
1Y
-58.0%
NUF
AU$2.63
Nufarm
7D
-3.0%
1Y
7.3%
Narrative Update • Jun 28

NUF: Margin Discipline And Cashflow Execution Will Shape Deleveraging Prospects

Analysts have lifted their Nufarm price targets from A$2.66 to A$3.40, to around A$3.50 to A$3.60, citing a confirmed cyclical inflection in Crop Protection and Seeds, an improved cashflow outlook, and a sharper focus on margins, cost reductions and lower capex. Analyst Commentary Recent research on Nufarm points to a shift in sentiment, with some analysts seeing a clearer pathway for the company as conditions in Crop Protection and Seeds stabilise and cashflow expectations improve.
CP8
AU$0.11
Canadian Phosphate
7D
-31.3%
1Y
120.0%
CXL
AU$0.41
Calix
7D
-13.7%
1Y
5.1%
DNL
AU$3.91
Dyno Nobel
7D
1.6%
1Y
42.2%
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.
ORI
AU$23.83
Orica
7D
1.8%
1Y
20.5%
Analysis Article • Jun 18

Orica (ASX:ORI) Shares Could Be 9% Undervalued After Fresh Buy Rating

Why Orica stock is back in focus after a fresh buy rating Orica (ASX:ORI) is back on investor watchlists after recent commentary highlighted a fresh buy rating tied to its volume-linked earnings model and expanding digital and technology services. The rating interest centres on Orica’s exposure to mining production volumes across multiple commodities and regions, which commentators view as providing insulation from commodity price swings while its technology and energy transition metals...
FGH
AU$0.009
Foresta Group Holding
7D
-25.0%
1Y
-10.0%
ADO
AU$0.03
AnteoTech
7D
7.1%
1Y
130.8%
CLV
AU$0.82
Clover
7D
-6.3%
1Y
54.7%
TTT
AU$0.21
Titomic
7D
2.4%
1Y
-25.9%
ANO
AU$0.82
Advance ZincTek
7D
3.1%
1Y
5.8%
SPN
AU$0.30
Sparc Technologies
7D
7.1%
1Y
100.0%
Analysis Article • Apr 10

Here's Why We're Watching Sparc Technologies' (ASX:SPN) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
AJX
AU$0.006
Alexium International Group
7D
-14.3%
1Y
-14.3%