Market Closed -
Australian S.E.
02:10:10 2024-05-03 am EDT
|
5-day change
|
1st Jan Change
|
3.18
AUD
|
+0.63%
|
|
-0.31%
|
-2.15%
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
828.8
|
1,259
|
2,049
|
1,782
|
1,968
|
2,019
|
-
|
-
|
Enterprise Value (EV)
1 |
1,288
|
1,694
|
2,876
|
3,128
|
3,237
|
3,284
|
3,300
|
3,329
|
P/E ratio
|
8.92
x
|
14.1
x
|
3.16
x
|
4.69
x
|
-25.6
x
|
18.6
x
|
18.1
x
|
17.9
x
|
Yield
|
6.01%
|
5.9%
|
4.57%
|
6.16%
|
5.16%
|
5.04%
|
5.13%
|
5.25%
|
Capitalization / Revenue
|
8.83
x
|
10.7
x
|
12.8
x
|
8.75
x
|
8.86
x
|
10.7
x
|
10.1
x
|
9.71
x
|
EV / Revenue
|
13.7
x
|
14.3
x
|
17.9
x
|
15.4
x
|
14.6
x
|
17.5
x
|
16.5
x
|
16
x
|
EV / EBITDA
|
20.4
x
|
21.4
x
|
25.7
x
|
23.5
x
|
22.5
x
|
20.9
x
|
19.5
x
|
18.6
x
|
EV / FCF
|
25.6
x
|
25.9
x
|
34.4
x
|
27.9
x
|
33.2
x
|
30.1
x
|
29.5
x
|
29.8
x
|
FCF Yield
|
3.9%
|
3.86%
|
2.91%
|
3.58%
|
3.01%
|
3.32%
|
3.39%
|
3.36%
|
Price to Book
|
1.06
x
|
0.93
x
|
0.97
x
|
0.66
x
|
0.78
x
|
0.8
x
|
0.75
x
|
0.71
x
|
Nbr of stocks (in thousands)
|
270,847
|
397,075
|
550,680
|
633,997
|
634,931
|
634,931
|
-
|
-
|
Reference price
2 |
3.060
|
3.170
|
3.720
|
2.810
|
3.100
|
3.180
|
3.180
|
3.180
|
Announcement Date
|
8/5/19
|
8/4/20
|
8/4/21
|
8/3/22
|
8/13/23
|
-
|
-
|
-
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
93.86
|
118.2
|
160.3
|
203.5
|
222.1
|
188.2
|
199.5
|
207.9
|
EBITDA
1 |
63.2
|
79.26
|
111.8
|
133.2
|
143.7
|
157.5
|
169.5
|
179.2
|
EBIT
1 |
63.2
|
79.26
|
111.8
|
133.2
|
143.7
|
158.1
|
169.8
|
180.3
|
Operating Margin
|
67.34%
|
67.08%
|
69.72%
|
65.45%
|
64.7%
|
84%
|
85.12%
|
86.7%
|
Earnings before Tax (EBT)
1 |
-
|
75.34
|
611.2
|
367.5
|
-76.61
|
109.9
|
112.3
|
112.6
|
Net income
1 |
88.83
|
75.34
|
611.2
|
367.5
|
-76.61
|
88.21
|
129.9
|
129.7
|
Net margin
|
94.64%
|
63.76%
|
381.2%
|
180.56%
|
-34.5%
|
46.88%
|
65.14%
|
62.38%
|
EPS
2 |
0.3430
|
0.2250
|
1.177
|
0.5990
|
-0.1210
|
0.1711
|
0.1759
|
0.1772
|
Free Cash Flow
1 |
50.26
|
65.34
|
83.67
|
111.9
|
97.6
|
109.1
|
111.7
|
111.7
|
FCF margin
|
53.55%
|
55.29%
|
52.18%
|
55%
|
43.95%
|
57.99%
|
56.01%
|
53.72%
|
FCF Conversion (EBITDA)
|
79.53%
|
82.43%
|
74.84%
|
84.02%
|
67.93%
|
69.3%
|
65.92%
|
62.32%
|
FCF Conversion (Net income)
|
56.58%
|
86.72%
|
13.69%
|
30.46%
|
-
|
123.7%
|
85.98%
|
86.12%
|
Dividend per Share
2 |
0.1840
|
0.1870
|
0.1700
|
0.1730
|
0.1600
|
0.1603
|
0.1630
|
0.1669
|
Announcement Date
|
8/5/19
|
8/4/20
|
8/4/21
|
8/3/22
|
8/13/23
|
-
|
-
|
-
|
Fiscal Period: June |
2020 S1
|
2020 S2
|
2021 S1
|
2021 S2
|
2022 S1
|
2022 S2
|
2023 S1
|
2023 S2
|
2024 S1
|
2024 S2
|
2025 S1
|
---|
Net sales
|
54.02
|
64.15
|
73.18
|
87.17
|
-
|
-
|
-
|
-
|
108.5
|
-
|
-
|
EBITDA
|
35.37
|
-
|
-
|
58.4
|
-
|
-
|
-
|
71.08
|
-
|
-
|
-
|
EBIT
|
35.37
|
-
|
-
|
-
|
-
|
-
|
72.6
|
71.08
|
70.69
|
-
|
-
|
Operating Margin
|
65.48%
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
65.14%
|
-
|
-
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
|
-
|
-
|
99.56
|
-
|
-
|
59.4
|
-
|
-
|
12.18
|
-
|
-
|
Net margin
|
-
|
-
|
136.04%
|
-
|
-
|
-
|
-
|
-
|
11.22%
|
-
|
-
|
EPS
|
-
|
-
|
0.2041
|
-
|
-
|
-
|
-
|
-
|
0.0192
|
-
|
-
|
Dividend per Share
1 |
0.0935
|
0.0468
|
0.0850
|
0.0850
|
0.0865
|
0.0865
|
0.0800
|
0.0800
|
0.0800
|
0.0800
|
0.0800
|
Announcement Date
|
2/4/20
|
8/4/20
|
2/1/21
|
8/4/21
|
1/31/22
|
8/3/22
|
1/30/23
|
8/13/23
|
2/6/24
|
-
|
-
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
459
|
435
|
828
|
1,346
|
1,269
|
1,264
|
1,281
|
1,310
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
7.264
x
|
5.492
x
|
7.404
x
|
10.11
x
|
8.832
x
|
8.03
x
|
7.557
x
|
7.306
x
|
Free Cash Flow
1 |
50.3
|
65.3
|
83.7
|
112
|
97.6
|
109
|
112
|
112
|
ROE (net income / shareholders' equity)
|
6.97%
|
6.01%
|
4.9%
|
4.64%
|
4.16%
|
4.34%
|
4.33%
|
4.18%
|
ROA (Net income/ Total Assets)
|
4.15%
|
3.94%
|
3.37%
|
3.08%
|
2.68%
|
3.02%
|
3.11%
|
3.3%
|
Assets
1 |
2,140
|
1,915
|
18,138
|
11,933
|
-2,854
|
2,921
|
4,174
|
3,936
|
Book Value Per Share
2 |
2.900
|
3.390
|
3.850
|
4.240
|
3.960
|
3.990
|
4.240
|
4.470
|
Cash Flow per Share
2 |
0.1900
|
0.1900
|
0.1600
|
0.1800
|
0.1600
|
0.1700
|
0.1700
|
0.1800
|
Capex
1 |
-
|
-
|
-
|
-
|
-
|
20.9
|
36.7
|
93.6
|
Capex / Sales
|
-
|
-
|
-
|
-
|
-
|
11.09%
|
18.39%
|
45%
|
Announcement Date
|
8/5/19
|
8/4/20
|
8/4/21
|
8/3/22
|
8/13/23
|
-
|
-
|
-
|
Last Close Price
3.18
AUD Average target price
3.506
AUD Spread / Average Target +10.24% Consensus |
1st Jan change
|
Capi.
|
---|
| -2.15% | 1.34B | | -20.56% | 98.04B | | +28.97% | 40.98B | | -20.86% | 9.65B | | -12.90% | 7.68B | | -10.29% | 6.41B | | -10.29% | 6.25B | | -9.12% | 6.12B | | -17.71% | 5.16B | | -12.41% | 5.3B |
Industrial REITs
|