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U.K. (FTSE) Basic Materials Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies8
  • 7D1.0%
  • 3M8.5%
  • 1Y-8.3%
  • YTD-7.4%

Over the last 7 days, the Basic Materials industry has remained flat, although notably SigmaRoc gained 3.4%. As for the longer term, the industry has declined 8.3% in the last year. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Dec 2025UK£5.4bUK£7.2bUK£235.1m21.9x22.8x0.7x
Mon, 24 Nov 2025UK£4.9bUK£7.2bUK£235.6m20.7x20.7x0.7x
Wed, 22 Oct 2025UK£4.7bUK£7.2bUK£235.0m20.1x20.1x0.7x
Fri, 19 Sep 2025UK£5.2bUK£7.2bUK£235.0m21.7x22x0.7x
Sun, 17 Aug 2025UK£5.3bUK£7.1bUK£211.2m25.7x25.1x0.7x
Tue, 15 Jul 2025UK£5.8bUK£7.0bUK£312.6m22.3x18.6x0.8x
Thu, 12 Jun 2025UK£6.0bUK£7.0bUK£309.6m23x19.3x0.9x
Sat, 10 May 2025UK£6.1bUK£6.9bUK£309.3m23.2x19.6x0.9x
Mon, 07 Apr 2025UK£5.4bUK£7.0bUK£310.1m19.7x17.3x0.8x
Wed, 05 Mar 2025UK£5.5bUK£6.6bUK£256.7m27.3x21.5x0.8x
Fri, 31 Jan 2025UK£5.7bUK£6.7bUK£294.5m29.9x19.3x0.8x
Sun, 29 Dec 2024UK£5.8bUK£6.7bUK£293.0m33.9x19.6x0.9x
Tue, 26 Nov 2024UK£6.2bUK£7.3bUK£309.5m27.4x20.1x0.9x
Thu, 24 Oct 2024UK£6.2bUK£7.3bUK£309.3m28.5x20x0.9x
Sat, 21 Sep 2024UK£6.0bUK£7.3bUK£310.1m27.2x19.4x0.8x
Mon, 19 Aug 2024UK£6.1bUK£7.2bUK£332.7m14.8x18.3x0.9x
Wed, 17 Jul 2024UK£6.3bUK£7.3bUK£350.8m13.6x18x0.9x
Fri, 14 Jun 2024UK£5.7bUK£7.3bUK£353.6m12.6x16.1x0.8x
Sun, 12 May 2024UK£6.0bUK£7.4bUK£356.8m12.8x16.8x0.8x
Tue, 09 Apr 2024UK£5.6bUK£7.3bUK£356.4m12.3x15.8x0.8x
Thu, 07 Mar 2024UK£5.8bUK£7.5bUK£457.1m9.7x12.8x0.8x
Sat, 03 Feb 2024UK£6.8bUK£8.8bUK£547.9m10.4x12.4x0.8x
Mon, 01 Jan 2024UK£6.4bUK£8.8bUK£549.5m9.8x11.6x0.7x
Wed, 29 Nov 2023UK£5.7bUK£8.9bUK£549.3m8.5x10.4x0.6x
Fri, 27 Oct 2023UK£36.4bUK£36.9bUK£2.9b9x12.4x1x
Sun, 24 Sep 2023UK£36.7bUK£36.6bUK£2.9b10.3x12.6x1x
Tue, 22 Aug 2023UK£37.6bUK£34.5bUK£2.6b10.4x14.3x1.1x
Thu, 20 Jul 2023UK£38.5bUK£34.1bUK£2.7b10x14.4x1.1x
Sat, 17 Jun 2023UK£36.5bUK£34.2bUK£2.7b10x13.6x1.1x
Mon, 15 May 2023UK£33.6bUK£33.6bUK£2.6b10x12.8x1x
Wed, 12 Apr 2023UK£33.2bUK£33.7bUK£2.6b10.4x12.6x1x
Fri, 10 Mar 2023UK£37.1bUK£34.6bUK£2.7b10.9x13.7x1.1x
Sun, 05 Feb 2023UK£34.6bUK£33.9bUK£2.8b11x12.2x1x
Tue, 03 Jan 2023UK£29.1bUK£33.9bUK£2.8b9.9x10.2x0.9x
Price to Earnings Ratio

10.2x


Total Market Cap: UK£29.1bTotal Earnings: UK£2.8bTotal Revenue: UK£33.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Basic Materials Industry Price to Earnings3Y Average 16.6x20242025
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 22.8x which is higher than its 3-year average PE of 16.6x.
  • 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 56% per year over the last three years,
  • Revenues have also declined 40% 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 Market0.35%
Materials2.98%
Basic Materials0.98%
Construction Materials0.98%
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
SRC SigmaRocUK£1.282.1%
+UK£29.0m		77.5%PE31.8x
IBST IbstockUK£1.401.7%
+UK£9.5m		-21.3%PE45.3x
RHIM RHI MagnesitaUK£27.350.6%
+UK£7.1m		-15.7%PE31.6x
FORT ForterraUK£1.830.9%
+UK£3.4m		12.0%PE24.6x
MBH Michelmersh Brick HoldingsUK£0.863.0%
+UK£2.3m		-13.9%PE14.9x

Latest News

BREE
UK£3.29
Breedon Group
7D
-0.4%
1Y
-26.2%
IBST
UK£1.40
Ibstock
7D
1.7%
1Y
-21.3%

IBST: End Market Recovery Will Drive Future Upside As Planning Uncertainty Eases

Ibstock's analyst price target has been cut to about £1.55 from roughly £1.60, as analysts temper expectations for revenue growth and margins amid softer end market support and delays in new build planning activity. Analyst Commentary Recent research updates highlight a more cautious stance on Ibstock, with lower price targets reflecting subdued expectations for near term growth and profitability.
RHIM
UK£27.35
RHI Magnesita
7D
0.6%
1Y
-15.7%

Is RHI Magnesita N.V. (LON:RHIM) Trading At A 49% Discount?

Dec 21
Is RHI Magnesita N.V. (LON:RHIM) Trading At A 49% Discount?
SRC
UK£1.28
SigmaRoc
7D
2.1%
1Y
77.5%

The Return Trends At SigmaRoc (LON:SRC) Look Promising

Dec 17
The Return Trends At SigmaRoc (LON:SRC) Look Promising
MSLH
UK£1.81
Marshalls
7D
0.4%
1Y
-37.7%

MSLH: Leadership Transition And Higher Risk Perception Will Shape Future Prospects

Analysts have lowered their price target on Marshalls by approximately £0.22 per share, reflecting a higher perceived discount rate despite modestly stronger expectations for revenue growth and profit margins. What's in the News Chief Executive Officer Matt Pullen will step down from his role effective November 27, 2025, prompting a leadership transition at Marshalls (Key Developments) Simon Bourne, currently Group Chief Commercial Officer, has been appointed Interim Chief Executive Officer to provide continuity and maintain strategic focus (Key Developments) Bourne, who joined Marshalls in 2015 and became Chief Operating Officer in 2022, played a key role in developing the Group's Transform & Grow strategy, which he will now oversee in execution (Key Developments) Valuation Changes Fair Value: estimated intrinsic value per share has decreased from £2.10 to £1.88, representing a modest downward revision.
FORT
UK£1.83
Forterra
7D
0.9%
1Y
12.0%

FORT: Revenue Stability And Margin Improvement Will Support A Fair Outlook

Analysts have nudged their price target on Forterra higher to 1.92, up from 1.70, citing improved expectations for revenue growth and profit margins that more than offset a slightly higher discount rate and modestly lower future P/E assumptions. What's in the News Forterra plc issued earnings guidance for the second half, indicating revenues are expected to remain broadly in line with first half levels (company guidance).
MBH
UK£0.86
Michelmersh Brick Holdings
7D
3.0%
1Y
-13.9%