French (CAC) Materials Sector Analysis

Sector Valuation and Performance

Has the French Materials Sector valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 14 May 2026	€120.0b	€54.7b	€2.4b	18.4x	49.8x	2.2x
Sat, 11 Apr 2026	€127.0b	€54.9b	€2.5b	18.4x	51.5x	2.3x
Mon, 09 Mar 2026	€113.9b	€54.9b	€2.5b	21.1x	46.1x	2.1x
Wed, 04 Feb 2026	€111.7b	€55.8b	€3.5b	17x	31.8x	2x
Fri, 02 Jan 2026	€111.6b	€55.8b	€3.6b	17.7x	31x	2x
Sun, 30 Nov 2025	€113.8b	€55.9b	€3.6b	17.8x	31.5x	2x
Tue, 28 Oct 2025	€117.5b	€56.2b	€3.3b	16.9x	35.2x	2.1x
Thu, 25 Sep 2025	€117.9b	€56.1b	€3.4b	17.4x	34.7x	2.1x
Sat, 23 Aug 2025	€124.7b	€56.2b	€5.4b	17.6x	23x	2.2x
Mon, 21 Jul 2025	€118.4b	€56.3b	€5.7b	15.3x	20.9x	2.1x
Wed, 18 Jun 2025	€124.0b	€56.4b	€5.7b	14.7x	21.9x	2.2x
Fri, 16 May 2025	€126.6b	€56.4b	€5.6b	15.3x	22.8x	2.2x
Sun, 13 Apr 2025	€115.0b	€56.5b	€5.9b	13.5x	19.4x	2x
Tue, 11 Mar 2025	€126.5b	€56.4b	€6.0b	18.8x	21.1x	2.2x
Thu, 06 Feb 2025	€116.7b	€56.8b	€5.7b	16.8x	20.5x	2.1x
Sat, 04 Jan 2025	€107.9b	€56.8b	€5.7b	14.5x	18.9x	1.9x
Mon, 02 Dec 2024	€109.9b	€57.3b	€5.7b	15.5x	19.4x	1.9x
Wed, 30 Oct 2024	€117.5b	€57.3b	€6.0b	17.4x	19.6x	2.1x
Fri, 27 Sep 2024	€121.9b	€57.7b	€4.0b	17.2x	30.6x	2.1x
Sun, 25 Aug 2024	€116.5b	€57.7b	€4.0b	14.8x	29.2x	2x
Tue, 23 Jul 2024	€117.6b	€58.3b	€4.4b	17.2x	26.7x	2x
Thu, 20 Jun 2024	€116.7b	€58.2b	€4.4b	16.8x	26.5x	2x
Sat, 18 May 2024	€122.1b	€58.3b	€4.4b	19.6x	27.8x	2.1x
Mon, 15 Apr 2024	€121.7b	€59.1b	€4.2b	18.1x	28.6x	2.1x
Wed, 13 Mar 2024	€124.4b	€59.1b	€4.3b	13.1x	29x	2.1x
Fri, 09 Feb 2024	€111.0b	€62.2b	€4.7b	11.7x	23.6x	1.8x
Sun, 07 Jan 2024	€112.8b	€62.1b	€4.7b	12.2x	24.1x	1.8x
Tue, 05 Dec 2023	€112.4b	€62.1b	€4.7b	11.8x	24.1x	1.8x
Thu, 02 Nov 2023	€105.8b	€62.8b	€4.7b	11.7x	22.3x	1.7x
Sat, 30 Sep 2023	€106.7b	€63.0b	€4.7b	11x	22.9x	1.7x
Mon, 28 Aug 2023	€109.4b	€63.0b	€4.7b	11.2x	23.2x	1.7x
Wed, 26 Jul 2023	€108.1b	€64.4b	€5.1b	11.3x	21.4x	1.7x
Fri, 23 Jun 2023	€106.3b	€64.5b	€5.3b	10.5x	20.1x	1.6x
Sun, 21 May 2023	€108.6b	€64.3b	€5.3b	9.9x	20.5x	1.7x

Current Industry PE

Investors are optimistic on the French Materials industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 49.9x which is higher than its 3-year average PE of 26.6x.

The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.2x.

Past Earnings Growth

The earnings for companies in the Materials industry have declined 23% per year over the last three years,
Revenues have also declined 5.2% 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 French Materials sector?


FR Market	-0.84%
Materials	-1.61%
Paper and Forestry Products	2.19%
Basic Materials	1.49%
Packaging	0.91%
Chemicals	-1.82%
Metals and Mining	-2.35%

Industry PE

Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 29.3x.

Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings growth of 6.4% per year.

Forecasted Growth

Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 102% over the next 5 years.

In contrast, the Chemicals industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

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

Company	Last Price	7D	1Y	Valuation
ERA ERAMET	€60.40	3.2% +€54.2m	16.8%	PS0.6x
EXPL EPC Groupe	€280.00	4.1% +€23.3m	27.2%	PE20.8x
TFF TFF Group	€17.04	4.3% +€15.2m	-26.9%	PE15.8x
ALAFY AFYREN SAS	€2.80	16.7% +€10.4m	53.5%	PS32.2x
MLZAM ZCCM Investments Holdings	€2.98	1.4% +€6.4m	144.3%	PS12x

Amoéba and Koppert Highlight the Potential of Axpera Technology in Brazil for Strategic Crops

Amoéba, industrial greentech specialised in the development of natural microbiological solutions based on the patented use of amoebae, announces that it has conducted, in partnership with Koppert, an extensive programme of field trials in Brazil to assess the potential of its AXPERA biofungicide technology on several key crops, such as soya and orange trees, of which Brazil is the world’s leading producer. The visit, which took place at the end of March, demonstrated the promising results of the trials and confirmed the Brazilian market’s interest in Amoéba. With regard to soya, the trial programme conducted with several contractors in various production regions has confirmed the promising performance of AXPERA, under conditions of moderate to high pressure from Asian rust. These results are all the more remarkable given that AXPERA was tested under real-world farming conditions, as a complement to a standard fungicide programme and against a backdrop of high expectations among technicians for a multi-site biofungicide in the face of the growing risk of soybean rust resistance to chemical fungicides. As for orange trees, the initial results observed against bacterial canker appear encouraging and could, in the long term, help reduce the use of copper, given the known risks of bioaccumulation in the soil. These trials conducted in Brazil, which form part of the strategic agreement signed with Koppert in June 2025, thus confirm the full potential of AXPERA technology on crops such as soya and citrus, complementing the European and American markets where the two companies focus on vines and vegetable crops. On the strength of these initial results, Amoéba is considering the potential commercialisation of its technology in Brazil in 2028, once the following steps have been completed: Obtaining approval from the Brazilian authorities, a process falling under the remit of three ministries. The Ministry of Health has already confirmed that the AXPERA product poses no risk. The Ministries of the Environment and Agriculture are currently reviewing the product for its first targeted use against soya rust, with approval currently expected in 2027. Applications to extend the authorisation to new uses will then be submitted for strategic crops and diseases defined jointly with Koppert; Final confirmation of the marketing positioning following a new trial campaign to be carried out in 2027, in other regions representative of soya and orange cultivation.

French (CAC) Materials Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Fermentalg SA has filed a Follow-on Equity Offering in the amount of €16.1 million.

Upcoming dividend of €0.75 per share

New minor risk - Share price stability

Upcoming dividend of €3.70 per share

Arkema EPS Exceeds Expectations as Margins Improve and Specialty Materials Drive Stability

VRLA: Reset Expectations And Decarbonisation Progress Will Support Future Upside Potential

Dividend reduced to €7.10

Dividend increased to €12.00

Serge Ferrari Group Discontinues Pet Spinning Operations At Tersuisse Site and Reduces 62 Jobs

Eramet S.A. Provides Its Production Guidance for the Year 2026

Upcoming dividend of €2.00 per share

Full year 2025 earnings released

Amoéba and Koppert Highlight the Potential of Axpera Technology in Brazil for Strategic Crops

Now 21% overvalued after recent price rise

New minor risk - Financial data availability

Consensus EPS estimates increase by 19%, revenue downgraded