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U.K. (FTSE) Basic Materials Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies8
  • 7D-15.1%
  • 3M-6.4%
  • 1Y-20.7%
  • YTD-10.5%

Over the last 7 days, the Basic Materials industry has dropped 15%, driven by pullbacks from every company within the industry. However, the industry is down 21% over the past year. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026UK£4.8bUK£7.1bUK£259.5m15.3x18.4x0.7x
Thu, 05 Feb 2026UK£5.6bUK£7.1bUK£234.8m21.2x23.9x0.8x
Sat, 03 Jan 2026UK£5.3bUK£7.2bUK£235.1m21.8x22.7x0.7x
Mon, 01 Dec 2025UK£5.2bUK£7.2bUK£235.4m22x21.9x0.7x
Wed, 29 Oct 2025UK£5.0bUK£7.2bUK£235.5m21.6x21.2x0.7x
Fri, 26 Sep 2025UK£5.0bUK£7.2bUK£235.3m20.8x21.1x0.7x
Sun, 24 Aug 2025UK£5.3bUK£7.1bUK£211.4m26.3x25x0.7x
Tue, 22 Jul 2025UK£5.9bUK£7.0bUK£312.3m23x18.9x0.8x
Thu, 19 Jun 2025UK£5.8bUK£7.0bUK£310.6m22.5x18.7x0.8x
Sat, 17 May 2025UK£6.2bUK£6.9bUK£308.5m23.2x20.1x0.9x
Mon, 14 Apr 2025UK£5.6bUK£7.0bUK£312.4m20.3x18x0.8x
Wed, 12 Mar 2025UK£6.0bUK£6.7bUK£267.3m28.4x22.4x0.9x
Fri, 07 Feb 2025UK£5.9bUK£6.7bUK£294.0m30.7x20.2x0.9x
Sun, 05 Jan 2025UK£5.8bUK£6.7bUK£293.1m33.2x19.6x0.9x
Tue, 03 Dec 2024UK£5.9bUK£6.7bUK£293.2m36.9x20.1x0.9x
Thu, 31 Oct 2024UK£6.4bUK£7.3bUK£310.0m28.8x20.6x0.9x
Sat, 28 Sep 2024UK£6.2bUK£7.3bUK£309.4m27.3x20x0.8x
Mon, 26 Aug 2024UK£6.3bUK£7.2bUK£331.8m15.1x18.9x0.9x
Wed, 24 Jul 2024UK£6.2bUK£7.2bUK£338.4m15.1x18.4x0.9x
Fri, 21 Jun 2024UK£5.7bUK£7.3bUK£351.8m12.6x16.2x0.8x
Sun, 19 May 2024UK£5.9bUK£7.3bUK£356.0m12.9x16.6x0.8x
Tue, 16 Apr 2024UK£5.6bUK£7.3bUK£355.8m12.1x15.7x0.8x
Thu, 14 Mar 2024UK£5.9bUK£7.5bUK£408.0m12.1x14.4x0.8x
Sat, 10 Feb 2024UK£5.7bUK£7.4bUK£435.3m10.2x13x0.8x
Mon, 08 Jan 2024UK£6.2bUK£8.8bUK£548.7m10.1x11.4x0.7x
Wed, 06 Dec 2023UK£5.8bUK£8.8bUK£548.2m8.7x10.5x0.7x
Fri, 03 Nov 2023UK£5.5bUK£8.9bUK£550.1m9.1x10x0.6x
Sun, 01 Oct 2023UK£37.8bUK£36.6bUK£2.9b9.9x12.9x1x
Tue, 29 Aug 2023UK£38.0bUK£35.7bUK£2.9b10.4x13.3x1.1x
Thu, 27 Jul 2023UK£39.0bUK£34.0bUK£2.7b10.4x14.6x1.1x
Sat, 24 Jun 2023UK£36.2bUK£34.4bUK£2.7b9.6x13.4x1.1x
Mon, 22 May 2023UK£35.3bUK£35.0bUK£2.7b10.2x12.9x1x
Wed, 19 Apr 2023UK£34.3bUK£33.7bUK£2.6b10.3x13x1x
Fri, 17 Mar 2023UK£34.6bUK£34.2bUK£2.7b10.5x13x1x
Price to Earnings Ratio

13x


Total Market Cap: UK£34.6bTotal Earnings: UK£2.7bTotal Revenue: UK£34.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Basic Materials Industry Price to Earnings3Y Average 17.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Basic 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 17.4x.
  • 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 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-5.15%
Materials-10.02%
Basic Materials-15.15%
Construction Materials-15.15%
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
No data available

Latest News

RHIM
UK£24.00
RHI Magnesita
7D
-15.0%
1Y
-31.5%
MSLH
UK£1.45
Marshalls
7D
-17.4%
1Y
-40.4%
SRC
UK£1.21
SigmaRoc
7D
-15.7%
1Y
37.2%

SRC: Stable Assumptions And Higher Future P/E Will Support Upside Potential

Analysts have revised their SigmaRoc price target to £1.58. The updated view reflects slight tweaks to the discount rate and future P/E assumptions while keeping fair value estimates broadly unchanged.
IBST
UK£1.02
Ibstock
7D
-20.6%
1Y
-38.4%
BREE
UK£3.07
Breedon Group
7D
-13.8%
1Y
-35.8%

BREE: Future Upside Will Rely On Stable Margins And One P/E Reset

Analysts have trimmed their price target for Breedon Group to around £4.50 per share from about £5.00, reflecting updated assumptions for fair value and discount rates while maintaining a constructive stance on the shares. Analyst Commentary Bullish analysts see the revised £4.50 price target as still implying room for upside, even after updating their assumptions on fair value and discount rates.
FORT
UK£1.63
Forterra
7D
-11.5%
1Y
2.8%

FORT: Stable Outlook Will Rely On Slightly Improved Margins And Returns

Analysts have nudged their price target on Forterra slightly higher to £1.92, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair Value: The updated fair value estimate is held at £1.92 per share, indicating no change in the central valuation point.
MBH
UK£0.83
Michelmersh Brick Holdings
7D
-5.6%
1Y
-20.5%