The S&P/ASX 200 Materials Index (ASX:XMJ) tracks the top companies in Australia’s mining and materials sector. It includes 39 companies engaged in commodities, mining, and construction materials. The index is a key indicator of the resources sector’s performance.
Market Overview
- 1-Day Performance: -2.72%
- 1-Week Performance: -4.08%
- 1-Month Performance: -2.34%
- YTD 2025: +0.47%
- 1-Year Performance: -7.74%
Despite short-term declines, several ASX-listed materials companies continue to attract investor attention. Here are the top five materials stocks to watch today.
1. Gorilla Gold Mines Ltd (ASX:GG8)
Gorilla Gold Mines Ltd (ASX:GG8), formerly Labyrinth Resources Limited, is an Australian gold development Company with projects in Canada and Western Australia. Recent acquisitions include the Vivien Gold Project and a 49% stake in the Comet Vale Project.
Market Performance
- Share price: $0.31 (+21.57%)
- Market cap: $173.8 million
- 1-Week Performance: +14.81%
- 1-Month Performance: +34.78%
- YTD 2025 Performance: +19.23%
- 1-Year Performance: +879.51%
- ASX Rank: 763 of 2,333
The Company has significantly outperformed the ASX 200. Its 1-year gain of 879.51% highlights investor confidence in its expansion strategy.
2. Ordell Minerals Ltd (ASX:ORD)
Ordell Minerals Limited (ASX:ORD) is a mineral exploration Company focused on project evaluation, acquisitions, and early-stage exploration activities.
Market Performance
- Share price: $0.57 (+17.53%)
- Market cap: $20.49 million
- 1-Week Performance: +26.67%
- 1-Month Performance: +78.12%
- YTD 2025 Performance: +72.73%
- 1-Year Performance: -71.50%
- ASX Rank: 1,504 of 2,333
Ordell Minerals has recorded a 78.12% increase in the past month, signaling renewed investor interest despite its negative 1-year performance.
3. Waratah Minerals Ltd (ASX:WTM)
Waratah Minerals Limited (ASX:WTM) focuses on high-value mineral resource development in Australia. The Company holds exposure to the graphite market through its interest in Tirupati Graphite.
Market Performance
- Share price: $0.17 (+13.33%)
- Market cap: $34.4 million
- 1-Week Performance: -5.56%
- 1-Month Performance: +13.33%
- YTD 2025 Performance: +9.68%
- 1-Year Performance: +142.86%
- ASX Rank: 1,316 of 2,333
Waratah Minerals has delivered strong yearly growth, outperforming the ASX 200 by 136.84%. Its graphite market exposure aligns with increasing global demand for critical minerals.
4. Heavy Minerals Ltd (ASX:HVY)
Heavy Minerals Limited (ASX:HVY) is an industrial minerals Company. It owns 100% of the Port Gregory and Red Hill Garnet Projects in Western Australia.
Market Performance
- Share price: $0.275 (+7.84%)
- Market cap: $18.4 million
- 1-Week Performance: +19.57%
- 1-Month Performance: +52.78%
- YTD 2025 Performance: +139.13%
- 1-Year Performance: +252.56%
- ASX Rank: 1,542 of 2,333
The Company’s projects cater to industrial garnet applications, including abrasives and water filtration. Its 252.56% yearly gain reflects strong sector demand.
5. Dynamic Metals Ltd (ASX:DYM)
Dynamic Metals Limited (ASX:DYM) is an Australian mineral exploration Company actively engaged in resource discovery and development.
Market Performance
- Share price: $0.31 (+6.90%)
- Market cap: $15.1 million
- 1-Week Performance: +6.90%
- 1-Month Performance: +12.73%
- YTD 2025 Performance: +12.73%
- 1-Year Performance: +87.88%
- ASX Rank: 1,612 of 2,333
Dynamic Metals has delivered steady growth, gaining 87.88% in the past year. The Company’s exploration activities continue to attract investor attention.
Industry Outlook
The materials sector remains a critical contributor to the Australian economy. Mining exports exceeded $400 billion in 2024, driven by global demand for commodities. Companies engaged in gold, graphite, and industrial minerals are seeing sustained investor interest.
Key Takeaways
These five ASX-listed materials companies are showing strong market activity despite overall sector declines. Gorilla Gold Mines leads in share price growth, while Ordell Minerals and Waratah Minerals maintain strategic positions. Heavy Minerals and Dynamic Metals continue expanding their resource portfolios. Investors remain focused on companies with growth potential in a shifting global resources market.
