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U.K. (FTSE) Chemicals Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies21
  • 7D-4.5%
  • 3M6.8%
  • 1Y0.9%
  • YTD0.1%

Over the last 7 days, the Chemicals industry has dropped 4.5%, driven by Johnson Matthey declining 7.9%. Meanwhile, Georgina Energy actually outperformed within the industry, gaining 13% in the last week. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026UK£10.2bUK£17.4b-UK£136,701,463.3426.2x-74.5x0.6x
Fri, 08 May 2026UK£10.1bUK£16.6b-UK£93,974,116.4519.3x-107.8x0.6x
Sun, 05 Apr 2026UK£9.6bUK£16.7b-UK£19,567,814.0518.4x-488.8x0.6x
Tue, 03 Mar 2026UK£10.3bUK£16.8b-UK£112,129,908.8628.4x-91.7x0.6x
Thu, 29 Jan 2026UK£10.4bUK£16.8b-UK£37,309,698.5325.6x-280.1x0.6x
Sat, 27 Dec 2025UK£10.0bUK£16.8b-UK£29,803,558.1320.2x-335.8x0.6x
Mon, 24 Nov 2025UK£9.5bUK£16.8b-UK£41,054,910.9722.4x-231.1x0.6x
Wed, 22 Oct 2025UK£10.1bUK£16.8bUK£423.9m18.9x23.9x0.6x
Fri, 19 Sep 2025UK£9.5bUK£16.7bUK£430.8m21.5x22.2x0.6x
Sun, 17 Aug 2025UK£9.2bUK£16.7bUK£431.1m23.2x21.3x0.5x
Tue, 15 Jul 2025UK£10.0bUK£16.8bUK£449.1m21.3x22.2x0.6x
Thu, 12 Jun 2025UK£10.0bUK£16.8bUK£447.9m23x22.3x0.6x
Sat, 10 May 2025UK£9.1bUK£17.1bUK£593.9m19.8x15.3x0.5x
Mon, 07 Apr 2025UK£8.3bUK£17.1bUK£591.6m19.2x14x0.5x
Wed, 05 Mar 2025UK£9.7bUK£17.1bUK£578.3m16.9x16.8x0.6x
Fri, 31 Jan 2025UK£10.2bUK£17.1bUK£577.3m17.9x17.6x0.6x
Sun, 29 Dec 2024UK£10.1bUK£17.1bUK£577.9m20.8x17.5x0.6x
Tue, 26 Nov 2024UK£10.6bUK£18.1bUK£169.9m23.2x62.3x0.6x
Thu, 24 Oct 2024UK£11.1bUK£18.2bUK£165.1m24.6x67x0.6x
Sat, 21 Sep 2024UK£11.4bUK£18.1bUK£153.3m24x74.5x0.6x
Mon, 19 Aug 2024UK£11.9bUK£18.2bUK£150.9m26.2x78.5x0.7x
Wed, 17 Jul 2024UK£12.2bUK£18.2bUK£189.7m29.9x64.5x0.7x
Fri, 14 Jun 2024UK£12.7bUK£18.2bUK£191.3m29.9x66.2x0.7x
Sun, 12 May 2024UK£14.0bUK£19.6bUK£285.9m24.3x49x0.7x
Tue, 09 Apr 2024UK£13.3bUK£19.6bUK£285.9m21x46.6x0.7x
Thu, 07 Mar 2024UK£12.9bUK£19.8bUK£122.3m17.6x105.5x0.7x
Sat, 03 Feb 2024UK£13.1bUK£20.0bUK£140.3m17.8x93.7x0.7x
Mon, 01 Jan 2024UK£13.7bUK£20.0bUK£140.9m19.5x97.2x0.7x
Wed, 29 Nov 2023UK£12.7bUK£20.0bUK£153.7m17.4x82.4x0.6x
Fri, 27 Oct 2023UK£11.8bUK£20.9bUK£256.9m16.3x45.9x0.6x
Sun, 24 Sep 2023UK£13.2bUK£20.8bUK£220.2m17x59.9x0.6x
Tue, 22 Aug 2023UK£13.6bUK£21.0bUK£356.2m24.6x38.1x0.6x
Thu, 20 Jul 2023UK£15.0bUK£21.2bUK£799.8m17.8x18.8x0.7x
Sat, 17 Jun 2023UK£14.5bUK£21.2bUK£802.9m14.7x18x0.7x
Price to Earnings Ratio

18x


Total Market Cap: UK£14.5bTotal Earnings: UK£802.9mTotal Revenue: UK£21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Chemicals Industry Price to Earnings3Y Average -13.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Chemicals 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 PS ratio of 0.62x.
Past Earnings Growth
  • Total earnings for the Chemicals industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 6.3% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.K. Materials industry?

GB Market-1.85%
Materials-9.67%
Chemicals-4.54%
Industrial Gases0%0
Commodity Chemicals-1.00%
Fertilizers and Agricultural Chemicals-1.03%
Specialty Chemicals-4.78%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry even though it's trading below its 3-year average PE ratio of 29.7x.
    • Analysts are expecting annual earnings growth of 30.0%, which is higher than its past year's earnings decline of 81.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GEX Georgina EnergyUK£0.06812.5%
+UK£1.6m		-9.8%PE-5.2x
ATOM AtomeUK£0.551.9%
+UK£959.5k		-15.6%PB43.3x
TET TreattUK£3.020.2%
+UK£295.2k		6.3%PE41.3x

Latest News

ELM
UK£1.50
Elementis
7D
-4.2%
1Y
-3.5%
Analysis Article • 10h

Is There Now An Opportunity In Elementis plc (LON:ELM)?

Elementis plc ( LON:ELM ), might not be a large cap stock, but it saw significant share price movement during recent...
TET
UK£3.02
Treatt
7D
0.2%
1Y
6.3%
Narrative Update • Jun 08

TET: Lowered Price View Will Focus On Takeover Offer Downside Risk

Analysts have reduced their price target on Treatt by £0.35, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions. What's in the News Döhler Finance Management B.V. agreed to acquire the remaining 72.10% stake in Treatt plc for approximately £130 million in cash, valuing the offer at £3.05 per share, funded from existing cash resources of the Döhler Group.
SYNT
UK£1.02
Synthomer
7D
-12.2%
1Y
-14.5%
Narrative Update • Jun 06

SYNT: Leadership Transition Will Intensify Concerns Over Future Margin Stability

Analysts have nudged Synthomer's fair value higher, lifting the implied price target from £0.59 to £0.62. This reflects refreshed assumptions on revenue growth, discount rate and future P/E.
VCT
UK£6.00
Victrex
7D
-7.3%
1Y
-25.7%
Narrative Update • Jun 05

VCT: Updated Discount Rate And P E Assumptions Will Shape Future Rerating

Analysts have trimmed their price target on Victrex by £1.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples that slightly reshape the company’s risk and return profile. What's in the News No recent company specific news for Victrex has been provided in the available sources.
CRDA
UK£29.76
Croda International
7D
-1.7%
1Y
-5.6%
JMAT
UK£20.12
Johnson Matthey
7D
-7.9%
1Y
15.2%
Narrative Update • Jun 02

JMAT: Future Returns Will Reflect Mixed Execution Risks And Reset Expectations

Analysts have nudged their fair value estimate for Johnson Matthey higher to £22.10 from £21.13, reflecting recent price target adjustments including a raised £2,400 target from Deutsche Bank and a trimmed target from Berenberg. Analyst Commentary Recent research updates show a mixed but engaged view on Johnson Matthey, with bullish analysts lifting targets while more cautious voices trim theirs.
GEX
UK£0.068
Georgina Energy
7D
12.5%
1Y
-9.8%
ZTF
UK£4.33
Zotefoams
7D
-1.3%
1Y
31.2%
Narrative Update • Jun 01

ZTF: Stable Outlook And Confirmed 2025 Dividend Will Support Repricing Potential

Analysts have maintained their £6.13 price target for Zotefoams, with only marginal tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E. This reflects a largely unchanged view of the stock's fundamental outlook.
IOF
UK£0.45
Iofina
7D
-6.3%
1Y
76.2%
SNOX
UK£0.60
SulNOx Group
7D
-7.7%
1Y
-4.0%
ATOM
UK£0.55
Atome
7D
1.9%
1Y
-15.6%