Market Update on the Advanced Materials Sector

Our Autumn 2025 Market Update Report features the latest analysis of the advanced materials sector, including how technological change, sustainability imperatives, and supply chain realignment are reshaping value creation across three critical industries:

  • Building & Construction – Advanced materials are transitioning from specialist products to strategic essentials, driven by sustainability mandates and modular construction adoption.
  • Automotive – Electrification and software-defined vehicles are redirecting value toward batteries, semiconductors, and lightweight materials.
  • India’s Specialty Chemicals – The sector has reached a strategic inflection point, positioned to become a major contributor to the global advanced materials ecosystem.

The report also includes our latest Financial Review, tracking key metrics including revenue stabilisation, margin trends, and the recent uptick in M&A activity after several years of decline.

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Previous Reports

Issue 5 – Autumn 2024

This issue explores how advanced materials companies are responding to slowing inflation, focusing on strategies to find and create value in a shifting economic landscape. The report also examines the transformation of the carbon fibre industry, analysing the changing market dynamics and identifying the key factors that will drive success for players in this evolving sector. In addition, it provides an update on mergers and acquisitions activity within the advanced materials space, offering an overview of how dealmaking has developed over the past six months amidst continued economic uncertainty. Our regular financial review section examines profitability, inventory levels, and M&A activity for both public and private companies in the sector.

Issue 4 – Autumn 2023

This issue tracks investment in emerging advanced materials. Where established companies, start-ups, and academic institutions are investing for the next generation of advanced materials. The article looks at how government incentives, such as the Inflation Reduction Act, are impacting advanced materials and their investments. It goes on to analyse how companies are using M&A to make technology-based investments and acquisitions, strengthening their portfolio. Furthermore, the issue looks at M&A activity in the advanced materials sector has changed in the last six months given higher interest rates and economic uncertainty. Our regular financial review section examines performance of the sector and M&A activity.

Issue 3 – Spring 2023

This issue examines the role of advanced materials in addressing climate change. Our lead article presents a three-part framework for commercialising sustainable materials. Our second article explores the wind energy market – a large consumer of advanced materials – and the financial challenges faced by OEMs. Our third article discusses the importance of carbon fibre for the energy transition and forecasts large increases in demand for this material. Our regular financial review section examines profitability, inventory levels, and M&A activity for both public and private companies in the sector.

Issue 2 – Autumn 2022

This issue explores ‘growth in uncertain times.’ As inflation rises and recession concerns increase, this issue investigates how advanced material companies are affected and their subsequent mitigation strategies. Examining supply chain uncertainty, FMG explores investment trends in electric vehicle (EV) battery production across the value chain. Our regular financial review section examines profitability, inventory levels, and M&A activity for both public and private companies in the sector.

Issue 1 – Spring 2022

As the global economy emerges from the pandemic, this issue examines how advanced materials companies are adjusting their corporate and M&A strategies to maintain competitiveness and find new opportunities. We also examine the recent surge in public listings for industrial 3D printing companies and what the future might look like for the industry. Our regular financial review examines profitability, capital expenditures, and M&A activity for the sector.

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