Pakistani (KSE) Chemicals Industry Analysis
UpdatedNov 29, 2022
DataAggregated Company Financials
Companies30
- 7D-1.4%
- 3M-1.7%
- 1Y-3.1%
- YTD-3.0%
Over the last 7 days, the Chemicals industry has remained flat, although notably Engro Polymer and Chemicals declined by 5.7%. Unfortunately though, the industry is down 3.4% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Pakistani Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 30 Nov 2022 | PK₨786.9b | PK₨1.8t | PK₨135.6b | 6.7x | 5.8x | 0.4x |
| Fri, 28 Oct 2022 | PK₨769.1b | PK₨1.8t | PK₨147.3b | 6.8x | 5.2x | 0.4x |
| Sun, 25 Sep 2022 | PK₨753.8b | PK₨1.8t | PK₨149.0b | 5.7x | 5.1x | 0.4x |
| Tue, 23 Aug 2022 | PK₨804.9b | PK₨1.6t | PK₨169.1b | 5.6x | 4.8x | 0.5x |
| Thu, 21 Jul 2022 | PK₨808.6b | PK₨1.6t | PK₨169.8b | 5.5x | 4.8x | 0.5x |
| Sat, 18 Jun 2022 | PK₨836.5b | PK₨1.6t | PK₨169.9b | 5.7x | 4.9x | 0.5x |
| Mon, 16 May 2022 | PK₨857.6b | PK₨1.6t | PK₨167.7b | 5.8x | 5.1x | 0.5x |
| Wed, 13 Apr 2022 | PK₨883.9b | PK₨1.5t | PK₨163.0b | 5.9x | 5.4x | 0.6x |
| Fri, 11 Mar 2022 | PK₨820.2b | PK₨1.5t | PK₨163.7b | 5.6x | 5x | 0.6x |
| Sun, 06 Feb 2022 | PK₨821.0b | PK₨1.4t | PK₨169.8b | 6.3x | 4.8x | 0.6x |
| Tue, 04 Jan 2022 | PK₨797.1b | PK₨1.4t | PK₨169.0b | 6.2x | 4.7x | 0.6x |
| Thu, 02 Dec 2021 | PK₨807.4b | PK₨1.4t | PK₨169.0b | 6x | 4.8x | 0.6x |
| Sat, 30 Oct 2021 | PK₨799.7b | PK₨1.4t | PK₨169.1b | 7x | 4.7x | 0.6x |
| Mon, 27 Sep 2021 | PK₨789.2b | PK₨1.3t | PK₨161.8b | 6.1x | 4.9x | 0.6x |
| Wed, 25 Aug 2021 | PK₨842.6b | PK₨1.3t | PK₨160.1b | 7.4x | 5.3x | 0.6x |
| Thu, 01 Jul 2021 | PK₨820.1b | PK₨1.3t | PK₨160.1b | 7.6x | 5.1x | 0.6x |
| Sun, 04 Apr 2021 | PK₨790.6b | PK₨1.3t | PK₨146.8b | 7.9x | 5.4x | 0.6x |
| Wed, 06 Jan 2021 | PK₨784.7b | PK₨1.1t | PK₨116.5b | 9.1x | 6.7x | 0.7x |
| Sat, 10 Oct 2020 | PK₨759.4b | PK₨1.2t | PK₨91.8b | 12.3x | 8.3x | 0.6x |
| Fri, 03 Jul 2020 | PK₨714.5b | PK₨1.1t | PK₨73.5b | 13.6x | 9.7x | 0.6x |
| Mon, 06 Apr 2020 | PK₨611.3b | PK₨1.1t | PK₨72.8b | 8.5x | 8.4x | 0.5x |
| Thu, 09 Jan 2020 | PK₨773.8b | PK₨1.1t | PK₨81.7b | 10.9x | 9.5x | 0.7x |
Price to Earnings Ratio
9x
Current Industry PE
- Investors are pessimistic on the Pakistani Chemicals industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 5.8x which is lower than its 3-year average PE of 6.7x.
- The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 18% 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 industry?
| PK Market | -1.07% | |
| Materials | -2.76% | |
| Chemicals | -1.43% | |
| Specialty Chemicals | 5.16% | |
| Diversified Chemicals | 0.48% | |
| Fertilizers and Agricultural Chemicals | -0.65% | |
| Commodity Chemicals | -4.19% | |
| Industrial Gases | -5.88% | |
Industry PE
- Investors are most optimistic about the Industrial Gases industry which is trading above its 3-year average PE ratio of 2.5x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Commodity Chemicals industry, which is trading below its 3-year average of 7.8x.
Forecasted Growth
- Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings decline of 30% per year.
- In contrast, the Commodity Chemicals industry is expected to see its earnings decline by 6.8% 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₨103.66 | 0.8% +PK₨1.0b | 2.8% | PE4.1x | |
| ICI ICI Pakistan | PK₨698.00 | 1.1% +PK₨708.4m | -9.6% | PE10.1x | |
| PSYL Pakistan Synthetics | PK₨49.95 | 6.2% +PK₨268.2m | -7.8% | PE4.7x | |
| ARPL Archroma Pakistan | PK₨544.00 | 0.7% +PK₨136.5m | -12.5% | PE9.2x | |
| PAKOXY Pakistan Oxygen | PK₨135.35 | 1.0% +PK₨79.1m | 12.4% | PE19.6x |