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U.K. (FTSE) Basic Materials Industry Analysis

UpdatedMar 18, 2026
DataAggregated Company Financials
Companies8
  • 7D-2.8%
  • 3M-7.7%
  • 1Y-20.0%
  • YTD-9.1%

Over the last 7 days, the Basic Materials industry has risen 2.7%, driven by gains from Breedon Group of 4.4%. In the same time, SigmaRoc was down 7.7%. In the past year, the industry is down 19%. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Mar 2026UK£4.8bUK£7.2bUK£280.7m15.9x17.3x0.7x
Fri, 13 Feb 2026UK£5.8bUK£7.2bUK£235.1m22.2x24.6x0.8x
Sun, 11 Jan 2026UK£5.4bUK£7.2bUK£235.0m21.8x23.1x0.8x
Tue, 09 Dec 2025UK£5.1bUK£7.2bUK£235.2m21.1x21.7x0.7x
Thu, 06 Nov 2025UK£4.9bUK£7.2bUK£235.6m20.9x20.7x0.7x
Sat, 04 Oct 2025UK£5.1bUK£7.2bUK£235.1m21.8x21.6x0.7x
Mon, 01 Sep 2025UK£5.1bUK£7.1bUK£211.4m24.7x23.9x0.7x
Wed, 30 Jul 2025UK£5.6bUK£7.1bUK£303.6m22.2x18.4x0.8x
Fri, 27 Jun 2025UK£5.7bUK£7.0bUK£310.2m22.7x18.2x0.8x
Sun, 25 May 2025UK£6.1bUK£6.9bUK£308.4m22.9x19.7x0.9x
Tue, 22 Apr 2025UK£5.8bUK£7.0bUK£311.0m21.2x18.6x0.8x
Thu, 20 Mar 2025UK£6.0bUK£6.9bUK£310.3m19.6x19.4x0.9x
Sat, 15 Feb 2025UK£6.0bUK£6.7bUK£293.8m30.2x20.4x0.9x
Mon, 13 Jan 2025UK£5.5bUK£6.7bUK£295.0m29.6x18.5x0.8x
Wed, 11 Dec 2024UK£6.0bUK£6.7bUK£292.1m36.8x20.4x0.9x
Fri, 08 Nov 2024UK£6.3bUK£7.3bUK£308.9m27.1x20.3x0.9x
Sun, 06 Oct 2024UK£6.0bUK£7.3bUK£309.7m26.3x19.5x0.8x
Tue, 03 Sep 2024UK£6.1bUK£7.1bUK£330.9m15x18.3x0.8x
Thu, 01 Aug 2024UK£6.3bUK£7.2bUK£341.8m15.5x18.5x0.9x
Sat, 29 Jun 2024UK£5.7bUK£7.3bUK£352.1m12.6x16.2x0.8x
Mon, 27 May 2024UK£6.0bUK£7.3bUK£355.3m12.9x16.9x0.8x
Wed, 24 Apr 2024UK£5.6bUK£7.4bUK£356.8m12.4x15.7x0.8x
Fri, 22 Mar 2024UK£5.7bUK£7.4bUK£380.2m11.9x15x0.8x
Sun, 18 Feb 2024UK£5.8bUK£7.4bUK£435.5m10x13.3x0.8x
Tue, 16 Jan 2024UK£6.4bUK£8.8bUK£548.7m10.3x11.7x0.7x
Thu, 14 Dec 2023UK£6.2bUK£8.8bUK£549.0m9.5x11.2x0.7x
Sat, 11 Nov 2023UK£5.5bUK£8.9bUK£550.7m9.1x10x0.6x
Mon, 09 Oct 2023UK£38.3bUK£36.5bUK£2.9b9.9x13.1x1x
Wed, 06 Sep 2023UK£37.5bUK£35.7bUK£2.9b10.4x13.1x1x
Fri, 04 Aug 2023UK£39.3bUK£34.6bUK£2.6b10.4x14.9x1.1x
Sun, 02 Jul 2023UK£37.3bUK£34.4bUK£2.7b9.8x13.8x1.1x
Tue, 30 May 2023UK£34.5bUK£35.2bUK£2.8b9.9x12.5x1x
Thu, 27 Apr 2023UK£33.4bUK£33.6bUK£2.6b10.1x12.7x1x
Sat, 25 Mar 2023UK£32.9bUK£33.5bUK£2.6b10.6x12.9x1x
Price to Earnings Ratio

12.9x


Total Market Cap: UK£32.9bTotal Earnings: UK£2.6bTotal Revenue: UK£33.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Basic Materials Industry Price to Earnings3Y Average 17.4x202420252026
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 19.2x which is higher than its 3-year average PE of 17.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Basic Materials industry have declined 54% 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 Market-0.46%
Materials-3.36%
Basic Materials-2.82%
Construction Materials-2.82%
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
BREE Breedon GroupUK£3.364.4%
+UK£49.2m		-29.6%PE13.9x

Latest News

SRC
UK£1.17
SigmaRoc
7D
-7.7%
1Y
22.4%
MSLH
UK£1.45
Marshalls
7D
-1.9%
1Y
-39.3%
FORT
UK£1.63
Forterra
7D
-1.0%
1Y
1.2%
IBST
UK£1.03
Ibstock
7D
-2.1%
1Y
-40.0%
MBH
UK£0.78
Michelmersh Brick Holdings
7D
-8.8%
1Y
-24.0%
BREE
UK£3.36
Breedon Group
7D
4.4%
1Y
-29.6%
RHIM
UK£24.45
RHI Magnesita
7D
-4.3%
1Y
-27.4%

RHIM: Future Returns Will Depend On Earnings Quality And P/E Sustainability

Analysts have nudged their price target for RHI Magnesita up by £2.00 to £38.50, citing revised assumptions for the discount rate, profitability, and future P/E expectations as the main drivers of this change. Analyst Commentary The revised £38.50 price target reflects updated assumptions on discount rates, profitability, and future P/E levels, but it does not signal a unanimous view that the risk profile is low.
STCM
UK£0.19
Steppe Cement
7D
-7.3%
1Y
18.8%