Narrative Update • Jun 03
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Pakistani (KSE) Materials Sector Analysis
UpdatedJun 05, 2026
DataAggregated Company Financials
Companies77
- 7D0.7%
- 3M6.7%
- 1Y24.3%
- YTD-10.2%
The Materials is pretty flat in the last 7 days, but Fauji Fertilizer has stood out, gaining 3.3%. As for the the longer term, the industry is up 23% over the past 12 months. Earnings are forecast to grow by 11% annually.
Sector Valuation and Performance
Has the Pakistani Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | PK₨4.0t | PK₨4.2t | PK₨431.2b | 10.1x | 9.2x | 1x |
| Sun, 03 May 2026 | PK₨3.7t | PK₨4.2t | PK₨430.2b | 9.6x | 8.7x | 0.9x |
| Tue, 31 Mar 2026 | PK₨3.4t | PK₨3.9t | PK₨406.3b | 8.1x | 8.5x | 0.9x |
| Thu, 26 Feb 2026 | PK₨3.9t | PK₨3.9t | PK₨403.0b | 9.8x | 9.8x | 1x |
| Sat, 24 Jan 2026 | PK₨4.7t | PK₨3.8t | PK₨405.3b | 12.3x | 11.6x | 1.2x |
| Mon, 22 Dec 2025 | PK₨4.4t | PK₨3.8t | PK₨405.3b | 12.2x | 10.9x | 1.2x |
| Wed, 19 Nov 2025 | PK₨4.1t | PK₨3.8t | PK₨404.8b | 12.2x | 10.1x | 1.1x |
| Fri, 17 Oct 2025 | PK₨4.2t | PK₨3.7t | PK₨379.4b | 12.2x | 11x | 1.1x |
| Sun, 14 Sep 2025 | PK₨4.1t | PK₨3.7t | PK₨373.8b | 11.8x | 11x | 1.1x |
| Tue, 12 Aug 2025 | PK₨3.7t | PK₨3.6t | PK₨321.4b | 12.7x | 11.6x | 1x |
| Thu, 10 Jul 2025 | PK₨3.4t | PK₨3.6t | PK₨318.2b | 11.1x | 10.6x | 0.9x |
| Sat, 07 Jun 2025 | PK₨3.2t | PK₨3.6t | PK₨320.0b | 11x | 10x | 0.9x |
| Mon, 05 May 2025 | PK₨2.8t | PK₨3.6t | PK₨312.5b | 9.8x | 9.1x | 0.8x |
| Wed, 02 Apr 2025 | PK₨2.9t | PK₨3.7t | PK₨309.2b | 10.1x | 9.4x | 0.8x |
| Fri, 28 Feb 2025 | PK₨2.8t | PK₨3.7t | PK₨330.2b | 9.8x | 8.6x | 0.8x |
| Sun, 26 Jan 2025 | PK₨2.9t | PK₨3.5t | PK₨307.8b | 10.7x | 9.5x | 0.8x |
| Tue, 24 Dec 2024 | PK₨3.1t | PK₨4.3t | PK₨366.5b | 9.6x | 8.3x | 0.7x |
| Thu, 21 Nov 2024 | PK₨2.6t | PK₨4.3t | PK₨366.5b | 8.9x | 7.1x | 0.6x |
| Sat, 19 Oct 2024 | PK₨2.3t | PK₨4.3t | PK₨356.7b | 7.4x | 6.4x | 0.5x |
| Mon, 16 Sep 2024 | PK₨2.1t | PK₨4.3t | PK₨364.1b | 7.3x | 5.9x | 0.5x |
| Wed, 14 Aug 2024 | PK₨2.1t | PK₨4.2t | PK₨326.1b | 6.8x | 6.3x | 0.5x |
| Fri, 12 Jul 2024 | PK₨2.1t | PK₨4.2t | PK₨287.3b | 7.5x | 7.4x | 0.5x |
| Sun, 09 Jun 2024 | PK₨2.0t | PK₨4.2t | PK₨287.0b | 7x | 7x | 0.5x |
| Tue, 07 May 2024 | PK₨2.0t | PK₨4.2t | PK₨294.1b | 6.3x | 6.6x | 0.5x |
| Thu, 04 Apr 2024 | PK₨1.9t | PK₨4.0t | PK₨299.2b | 5.9x | 6.3x | 0.5x |
| Sat, 02 Mar 2024 | PK₨1.8t | PK₨3.9t | PK₨295.5b | 5.9x | 6.1x | 0.5x |
| Mon, 29 Jan 2024 | PK₨1.8t | PK₨3.9t | PK₨281.6b | 6.7x | 6.3x | 0.5x |
| Wed, 27 Dec 2023 | PK₨1.7t | PK₨3.9t | PK₨282.2b | 6x | 5.9x | 0.4x |
| Fri, 24 Nov 2023 | PK₨1.7t | PK₨3.9t | PK₨280.5b | 6.2x | 6x | 0.4x |
| Sun, 22 Oct 2023 | PK₨1.5t | PK₨3.6t | PK₨237.5b | 5.8x | 6.3x | 0.4x |
| Tue, 19 Sep 2023 | PK₨1.3t | PK₨3.6t | PK₨242.9b | 5.7x | 5.5x | 0.4x |
| Thu, 17 Aug 2023 | PK₨1.4t | PK₨3.6t | PK₨234.1b | 7.3x | 6.1x | 0.4x |
| Sat, 15 Jul 2023 | PK₨1.4t | PK₨3.6t | PK₨226.2b | 7.1x | 6.4x | 0.4x |
| Mon, 12 Jun 2023 | PK₨1.4t | PK₨3.6t | PK₨226.2b | 7x | 6.2x | 0.4x |
Price to Earnings Ratio
6.2x
Current Industry PE
- Investors are optimistic on the Pakistani Materials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.2x which is higher than its 3-year average PE of 8.1x.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Materials industry have grown 24% per year over the last three years.
- Revenues for these companies have grown 5.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Pakistani Materials sector?
| PK Market | 0.11% | |
| Materials | 0.74% | |
| Chemicals | 1.52% | |
| Metals and Mining | 0.65% | |
| Basic Materials | 0.037% | |
| Packaging | -0.79% | |
| Paper and Forestry Products | -2.76% | |
Industry PE
- Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Basic Materials industry, which is trading close to its 3-year average of 7.9x.
Forecasted Growth
- Analysts are most optimistic on the Basic Materials industry, expecting annual earnings growth of 16% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Packaging industry is expected to see its earnings grow by 5.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FFC Fauji Fertilizer | PK₨559.35 | 3.3% +PK₨25.4b | 50.0% | PE9.4x | |
| PSYL Pakistan Synthetics | PK₨127.36 | 42.9% +PK₨5.3b | 104.2% | PE37.6x | |
| FATIMA Fatima Fertilizer | PK₨141.85 | 1.4% +PK₨4.2b | 67.9% | PE8.1x | |
| KOHC Kohat Cement | PK₨91.43 | 3.8% +PK₨3.1b | 22.7% | PE8.6x | |
| THCCL Thatta Cement | PK₨60.13 | 13.5% +PK₨3.0b | 53.0% | PE8.3x |
