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U.K. (FTSE) Basic Materials Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies8
  • 7D1.7%
  • 3M12.4%
  • 1Y-0.9%
  • YTD1.7%

The Basic Materials industry is up 1.7% in the last week, with SigmaRoc up 5.2%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026UK£5.4bUK£7.2bUK£235.0m21.8x23.1x0.8x
Mon, 08 Dec 2025UK£5.2bUK£7.2bUK£235.2m21.5x21.9x0.7x
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
Price to Earnings Ratio

11.6x


Total Market Cap: UK£32.6bTotal Earnings: UK£2.8bTotal Revenue: UK£33.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Basic Materials Industry Price to Earnings3Y Average 16.8x202420252026
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 23.1x which is higher than its 3-year average PE of 16.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
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 Market1.88%
Materials4.16%
Basic Materials1.71%
Construction Materials1.71%
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£1.345.2%
+UK£73.6m		86.4%PE33.4x
BREE Breedon GroupUK£3.342.5%
+UK£27.7m		-18.6%PE12.9x
RHIM RHI MagnesitaUK£27.150.7%
+UK£9.5m		-16.5%PE31.5x
MSLH MarshallsUK£1.770.1%
+UK£505.6k		-30.0%PE18.8x

Latest News

BREE
UK£3.34
Breedon Group
7D
2.5%
1Y
-18.6%

BREE: Future Upside Will Rely On Steady Execution After Price Cut

Analysts have trimmed their price target on Breedon Group to £3.60 from £4.10. This reflects updated views on the shares while retaining broadly cautious commentary.
SRC
UK£1.34
SigmaRoc
7D
5.2%
1Y
86.4%

SigmaRoc plc's (LON:SRC) Intrinsic Value Is Potentially 51% Above Its Share Price

Jan 08
SigmaRoc plc's (LON:SRC) Intrinsic Value Is Potentially 51% Above Its Share Price
RHIM
UK£27.15
RHI Magnesita
7D
0.7%
1Y
-16.5%

RHIM: Fair Value Will Hold As Risk And Earnings Expectations Adjust

Analysts have kept their price target for RHI Magnesita broadly steady around €24.91, with small tweaks to discount rate, revenue growth and margin assumptions, reflecting fine tuned views on the company’s risk, earnings profile and future P/E expectations. Valuation Changes Fair Value: Unchanged at about €24.91 per share, indicating a steady central estimate.
MSLH
UK£1.77
Marshalls
7D
0.1%
1Y
-30.0%

MSLH: Leadership Transition And Stable Outlook Will Shape Future Prospects

Analysts have nudged their price target on Marshalls higher, reflecting slightly updated assumptions for revenue, profit margins and future P/E that leave their fair value estimate broadly steady at about £1.88 per share. What's in the News Matt Pullen plans to step down as Chief Executive Officer of Marshalls with effect from November 27, 2025.
FORT
UK£1.84
Forterra
7D
-0.4%
1Y
21.2%
IBST
UK£1.37
Ibstock
7D
-2.7%
1Y
-14.1%

IBST: End Market Recovery Will Support Returns As Planning Impact Gradually Improves

Analysts have reduced their price targets on Ibstock, moving from £2.10 to £1.40 and from £1.70 to £1.50, citing weaker end market support and a slower than expected impact from new build planning changes. Analyst Commentary Recent research takes a more cautious stance on Ibstock, with both rating and price target changes pointing to a reassessment of how quickly the company can translate its positioning into returns for shareholders.
STCM
UK£0.19
Steppe Cement
7D
-2.6%
1Y
22.6%
MBH
UK£0.84
Michelmersh Brick Holdings
7D
-2.9%
1Y
-20.0%