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U.K. (FTSE) Basic Materials Industry Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies8
  • 7D-3.1%
  • 3M-7.5%
  • 1Y-20.2%
  • YTD-16.4%

Over the last 7 days, the Basic Materials industry has dropped 3.0%, driven by a pullback from SigmaRoc of 4.1%. The industry has fallen 20% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

Has the U.K. Basic Materials Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025UK£4.8bUK£7.2bUK£235.7m20.7x20.6x0.7x
Fri, 03 Oct 2025UK£5.0bUK£7.2bUK£235.2m21.4x21.4x0.7x
Sun, 31 Aug 2025UK£5.1bUK£7.1bUK£211.4m24.7x23.9x0.7x
Tue, 29 Jul 2025UK£5.5bUK£7.1bUK£305.9m19.5x18.1x0.8x
Thu, 26 Jun 2025UK£5.6bUK£7.0bUK£310.3m22.5x18.1x0.8x
Sat, 24 May 2025UK£6.1bUK£6.9bUK£308.4m22.9x19.7x0.9x
Mon, 21 Apr 2025UK£5.8bUK£7.0bUK£311.0m21.2x18.6x0.8x
Wed, 19 Mar 2025UK£6.0bUK£6.9bUK£310.7m19.3x19.4x0.9x
Fri, 14 Feb 2025UK£6.0bUK£6.7bUK£293.9m30.3x20.4x0.9x
Sun, 12 Jan 2025UK£5.5bUK£6.7bUK£295.0m29.6x18.5x0.8x
Tue, 10 Dec 2024UK£6.0bUK£6.7bUK£292.7m37.7x20.5x0.9x
Thu, 07 Nov 2024UK£6.2bUK£7.3bUK£309.1m27x20.2x0.9x
Sat, 05 Oct 2024UK£6.0bUK£7.3bUK£309.7m26.3x19.5x0.8x
Mon, 02 Sep 2024UK£6.1bUK£7.1bUK£330.8m15.1x18.4x0.9x
Wed, 31 Jul 2024UK£6.3bUK£7.3bUK£346.6m15.4x18.2x0.9x
Fri, 28 Jun 2024UK£5.7bUK£7.3bUK£352.0m12.6x16.2x0.8x
Sun, 26 May 2024UK£6.0bUK£7.3bUK£355.3m12.9x16.9x0.8x
Tue, 23 Apr 2024UK£5.4bUK£7.4bUK£357.0m12.1x15.1x0.7x
Thu, 21 Mar 2024UK£5.6bUK£7.4bUK£379.5m11.8x14.8x0.8x
Sat, 17 Feb 2024UK£5.8bUK£7.4bUK£435.5m10x13.3x0.8x
Mon, 15 Jan 2024UK£6.4bUK£8.8bUK£548.6m10.1x11.7x0.7x
Wed, 13 Dec 2023UK£6.0bUK£8.8bUK£548.7m8.8x10.9x0.7x
Fri, 10 Nov 2023UK£5.5bUK£8.9bUK£550.4m9.1x10.1x0.6x
Sun, 08 Oct 2023UK£38.3bUK£36.5bUK£2.9b9.9x13.1x1x
Tue, 05 Sep 2023UK£38.0bUK£35.6bUK£2.8b10.4x13.4x1.1x
Thu, 03 Aug 2023UK£39.3bUK£34.6bUK£2.7b10.4x14.7x1.1x
Sat, 01 Jul 2023UK£37.3bUK£34.4bUK£2.7b9.8x13.8x1.1x
Mon, 29 May 2023UK£34.5bUK£35.2bUK£2.8b9.9x12.5x1x
Wed, 26 Apr 2023UK£34.3bUK£33.7bUK£2.6b10.2x13x1x
Fri, 24 Mar 2023UK£34.9bUK£33.9bUK£2.6b10.3x13.3x1x
Sun, 19 Feb 2023UK£34.2bUK£33.9bUK£2.8b11.5x12x1x
Tue, 17 Jan 2023UK£32.6bUK£33.5bUK£2.8b10.6x11.6x1x
Thu, 15 Dec 2022UK£28.9bUK£33.0bUK£2.8b10.1x10.4x0.9x
Sat, 12 Nov 2022UK£29.8bUK£34.4bUK£2.9b10.6x10.3x0.9x
Price to Earnings Ratio

10.3x


Total Market Cap: UK£29.8bTotal Earnings: UK£2.9bTotal Revenue: UK£34.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Basic Materials Industry Price to Earnings3Y Average 16.1x202320242025
Current Industry PE
  • Investors are optimistic on the British Basic Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.8x which is higher than its 3-year average PE of 16.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Basic Materials industry have declined 57% per year over the last three years,
  • Revenues have also declined 41% 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 U.K. Materials industry?

GB Market-0.10%
Materials-2.32%
Basic Materials-3.05%
Construction Materials-3.05%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
IBST IbstockUK£1.360.1%
+UK£789.4k		-31.2%PE44.1x
MBH Michelmersh Brick HoldingsUK£0.870.6%
+UK£456.4k		-16.7%PE15.1x

Latest News

MBH
UK£0.87
Michelmersh Brick Holdings
7D
0.6%
1Y
-16.7%
SRC
UK£1.12
SigmaRoc
7D
-4.1%
1Y
43.6%

SRC: Earnings Guidance Will Strengthen With Improved Profit Margins This Year

Narrative Update on SigmaRoc: Analyst Price Target Revision Analysts have raised their price target on SigmaRoc, increasing the estimated fair value from £1.47 to £1.50. This change is attributed to improvements in profit margin forecasts and a slight reduction in the discount rate, even though there have been modest downward revisions to revenue growth expectations.
BREE
UK£3.35
Breedon Group
7D
-3.5%
1Y
-24.3%

Breedon Group (LON:BREE) Takes On Some Risk With Its Use Of Debt

Oct 29
Breedon Group (LON:BREE) Takes On Some Risk With Its Use Of Debt
FORT
UK£1.82
Forterra
7D
-0.1%
1Y
-3.9%
IBST
UK£1.36
Ibstock
7D
0.1%
1Y
-31.2%

UK Building Materials Sector Will Face Changing Expectations And Margin Pressures

Analysts have lowered their price target for Ibstock from £1.82 to £1.71, citing reduced growth expectations and a slightly softer profit margin outlook. Analyst Commentary Recent research notes reveal a shift in sentiment among analysts regarding Ibstock's valuation and growth prospects.
MSLH
UK£1.69
Marshalls
7D
-4.8%
1Y
-49.4%

Marshalls (LON:MSLH) Is Reducing Its Dividend To £0.022

Oct 18
Marshalls (LON:MSLH) Is Reducing Its Dividend To £0.022
RHIM
UK£20.40
RHI Magnesita
7D
-3.5%
1Y
-36.3%
STCM
UK£0.18
Steppe Cement
7D
-2.7%
1Y
28.6%

Steppe Cement's (LON:STCM) Solid Earnings Are Supported By Other Strong Factors

Sep 22
Steppe Cement's (LON:STCM) Solid Earnings Are Supported By Other Strong Factors