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U.K. (FTSE) Construction Materials Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies8
  • 7D4.0%
  • 3M-3.4%
  • 1Y-11.1%
  • YTDn/a

The Construction Materials industry is up 6.6% in the last week, with SigmaRoc up 5.9%. In the past year, the industry is down 8.8%. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026UK£5.1bUK£7.2bUK£279.7m18.9x18.3x0.7x
Thu, 19 Mar 2026UK£4.8bUK£7.2bUK£280.7m15.7x17.1x0.7x
Sat, 14 Feb 2026UK£5.8bUK£7.2bUK£235.0m22.5x24.8x0.8x
Mon, 12 Jan 2026UK£5.4bUK£7.2bUK£235.0m21.8x23.1x0.8x
Wed, 10 Dec 2025UK£5.1bUK£7.2bUK£235.3m21.2x21.7x0.7x
Fri, 07 Nov 2025UK£4.8bUK£7.2bUK£235.6m20.6x20.3x0.7x
Sun, 05 Oct 2025UK£5.1bUK£7.2bUK£235.1m21.8x21.6x0.7x
Tue, 02 Sep 2025UK£5.1bUK£7.1bUK£211.3m24.6x23.9x0.7x
Thu, 31 Jul 2025UK£5.4bUK£7.1bUK£303.3m22.1x17.9x0.8x
Sat, 28 Jun 2025UK£5.8bUK£7.0bUK£310.5m23.2x18.8x0.8x
Mon, 26 May 2025UK£6.1bUK£6.9bUK£308.4m22.9x19.7x0.9x
Wed, 23 Apr 2025UK£5.7bUK£7.0bUK£310.9m21.2x18.4x0.8x
Fri, 21 Mar 2025UK£6.0bUK£6.9bUK£310.1m19.5x19.5x0.9x
Sun, 16 Feb 2025UK£6.0bUK£6.7bUK£293.9m30.2x20.4x0.9x
Tue, 14 Jan 2025UK£5.4bUK£6.7bUK£295.2m29x18.4x0.8x
Thu, 12 Dec 2024UK£5.9bUK£6.6bUK£292.1m36.6x20.4x0.9x
Sat, 09 Nov 2024UK£6.2bUK£7.3bUK£308.5m26.8x20.1x0.9x
Mon, 07 Oct 2024UK£6.0bUK£7.3bUK£309.7m26.3x19.5x0.8x
Wed, 04 Sep 2024UK£5.9bUK£7.1bUK£329.3m14.8x18.1x0.8x
Fri, 02 Aug 2024UK£6.3bUK£7.2bUK£342.7m15.2x18.4x0.9x
Sun, 30 Jun 2024UK£5.7bUK£7.3bUK£352.1m12.6x16.2x0.8x
Tue, 28 May 2024UK£6.0bUK£7.3bUK£355.3m12.9x16.9x0.8x
Thu, 25 Apr 2024UK£5.6bUK£7.4bUK£356.6m12.1x15.7x0.8x
Sat, 23 Mar 2024UK£5.6bUK£7.4bUK£380.2m11.7x14.8x0.8x
Mon, 19 Feb 2024UK£5.8bUK£7.4bUK£435.5m10x13.3x0.8x
Wed, 17 Jan 2024UK£6.4bUK£8.8bUK£548.8m10.4x11.6x0.7x
Fri, 15 Dec 2023UK£6.4bUK£8.8bUK£548.8m9.7x11.6x0.7x
Sun, 12 Nov 2023UK£5.5bUK£8.9bUK£550.7m9.1x10x0.6x
Tue, 10 Oct 2023UK£38.0bUK£36.5bUK£2.9b9.7x13x1x
Thu, 07 Sep 2023UK£37.0bUK£35.9bUK£2.9b9.9x12.9x1x
Sat, 05 Aug 2023UK£39.8bUK£34.4bUK£2.6b10.4x15.1x1.2x
Mon, 03 Jul 2023UK£37.3bUK£34.4bUK£2.7b9.8x13.8x1.1x
Wed, 31 May 2023UK£34.3bUK£35.1bUK£2.8b9.9x12.5x1x
Fri, 28 Apr 2023UK£33.0bUK£33.6bUK£2.6b10.2x12.6x1x
Price to Earnings Ratio

12.6x


Total Market Cap: UK£33.0bTotal Earnings: UK£2.6bTotal Revenue: UK£33.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Construction Materials Industry Price to Earnings3Y Average 17.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Construction Materials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 17.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
  • The earnings for companies in the Construction Materials industry have declined 53% 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 Comparison

How does U.K. Construction Materials compare with similar industries?

GB Market0.61%
Materials1.03%
Basic Materials3.97%
Construction Materials3.97%
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£1.325.9%
+UK£82.1m		54.9%PE18.3x
RHIM RHI MagnesitaUK£27.204.2%
+UK£52.1m		-9.6%PE17.2x
BREE Breedon GroupUK£3.254.2%
+UK£45.1m		-26.9%PE13.4x
MSLH MarshallsUK£1.473.0%
+UK£10.9m		-43.6%PE25.8x
IBST IbstockUK£1.071.0%
+UK£4.3m		-39.6%PE137.5x

Latest News

MSLH
UK£1.47
Marshalls
7D
3.0%
1Y
-43.6%

MSLH: New CEO Appointment And Dividend Policy Will Support Bullish Outlook

Analysts have lifted their price target for Marshalls to £2.43, reflecting updated assumptions for the discount rate, long term revenue growth, profit margins and future P/E that now sit broadly in line with prior estimates. What's in the News The Board has proposed a final dividend of 4.5 pence per share, taking the total dividend for 2025 to 6.7 pence per share, in line with the policy of 2x adjusted earnings cover (Key Developments).
IBST
UK£1.07
Ibstock
7D
1.0%
1Y
-39.6%

IBST: 2026 Dividend Reset Will Test Confidence In Recalibrated Upside

Analysts have trimmed Ibstock’s implied upside. The latest blended price target has moved lower by around £0.34, citing recent Street research that includes target cuts of £0.34 from Deutsche Bank and £0.10 from RBC Capital.
FORT
UK£1.62
Forterra
7D
-0.4%
1Y
-7.3%
BREE
UK£3.25
Breedon Group
7D
4.2%
1Y
-26.9%

US Midwest Expansion And Infrastructure Funding Will Underpin Long Term Earnings Resilience

Catalysts About Breedon Group Breedon Group is a vertically integrated construction materials company supplying aggregates, asphalt, cement, concrete and surfacing services across Great Britain, Ireland and the U.S. Midwest. What are the underlying business or industry changes driving this perspective?
SRC
UK£1.32
SigmaRoc
7D
5.9%
1Y
54.9%
RHIM
UK£27.20
RHI Magnesita
7D
4.2%
1Y
-9.6%

RHIM: Higher Price View Will Rely On Future Margin Delivery

Analysts have lifted their price target on RHI Magnesita to £38.50 from £36.50, reflecting updated views on fair value, discount rate assumptions, revenue growth, profit margin and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £38.50 price target as a signal that updated assumptions around revenue growth and profit margins still support upside versus prior fair value estimates.
MBH
UK£0.78
Michelmersh Brick Holdings
7D
4.0%
1Y
-23.6%

Off Site Construction Delays And Energy Costs Will Reshape Premium Brick Demand Over Time

Catalysts About Michelmersh Brick Holdings Michelmersh Brick Holdings manufactures premium clay bricks and prefabricated brick components for U.K. and Benelux construction markets. What are the underlying business or industry changes driving this perspective?