LINDSAY AUSTRALIA LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 0.975 AUD | -1.02% |
|
-4.88% | -16.31% |
| Feb. 26 | Lindsay Australia Reports 24% Rise in H1 FY24 Revenue, EPS of AU$0.058 | MT |
| Feb. 25 | Lindsay Australia Limited Reports Earnings Results for the Half Year Ended December 31, 2023 | CI |
Valuation
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 102.4 | 104.8 | 112.5 | 123.8 | 345.9 | 304.6 | - | - |
| Enterprise Value (EV) 1 | 201 | 297.5 | 288.4 | 300.7 | 339.8 | 463 | 445.2 | 429 |
| P/E ratio | 11.5 x | 19.4 x | 93.8 x | 6.41 x | 10 x | 8.38 x | 7.1 x | 6.32 x |
| Yield | 6.09% | 4.29% | 4.53% | 7.8% | 4.3% | 5.11% | 5.86% | 6.37% |
| Capitalization / Revenue | 0.26 x | 0.25 x | 0.26 x | 0.22 x | 0.51 x | 0.36 x | 0.34 x | 0.32 x |
| EV / Revenue | 0.52 x | 0.72 x | 0.66 x | 0.54 x | 0.5 x | 0.55 x | 0.49 x | 0.46 x |
| EV / EBITDA | 4.97 x | 6.35 x | 6.37 x | 5.01 x | 3.77 x | 4.51 x | 3.97 x | 3.62 x |
| EV / FCF | 6.49 x | 12.3 x | 5.88 x | 11.6 x | 6.87 x | 20 x | 12.6 x | 11 x |
| FCF Yield | 15.4% | 8.1% | 17% | 8.62% | 14.6% | 4.99% | 7.93% | 9.11% |
| Price to Book | 1.09 x | 1.13 x | 1.25 x | 1.2 x | 2.72 x | 1.94 x | 1.67 x | 1.43 x |
| Nbr of stocks (in thousands) | 296,856 | 299,290 | 300,129 | 301,987 | 303,405 | 312,425 | - | - |
| Reference price 2 | 0.3450 | 0.3500 | 0.3750 | 0.4100 | 1.140 | 0.9750 | 0.9750 | 0.9750 |
| Announcement Date | 8/23/19 | 8/25/20 | 8/25/21 | 8/17/22 | 8/27/23 | - | - | - |
1AUD in Million2AUD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 389.8 | 414.8 | 440.3 | 557.7 | 682.7 | 841.6 | 900.4 | 940.4 |
| EBITDA 1 | 40.42 | 46.82 | 45.29 | 60.08 | 90.25 | 102.7 | 112.2 | 118.5 |
| EBIT 1 | 18.66 | 15.56 | 18.58 | 31.57 | 58.12 | 62.61 | 70.81 | 77.06 |
| Operating Margin | 4.79% | 3.75% | 4.22% | 5.66% | 8.51% | 7.44% | 7.86% | 8.19% |
| Earnings before Tax (EBT) 1 | 12.77 | - | 1.803 | 27.54 | 49.4 | 52.9 | 60.3 | 65.5 |
| Net income 1 | 8.879 | 5.322 | 1.254 | 19.23 | 34.52 | 35.48 | 42.01 | 46.74 |
| Net margin | 2.28% | 1.28% | 0.28% | 3.45% | 5.06% | 4.22% | 4.67% | 4.97% |
| EPS 2 | 0.0300 | 0.0180 | 0.004000 | 0.0640 | 0.1140 | 0.1163 | 0.1373 | 0.1543 |
| Free Cash Flow 1 | 30.98 | 24.1 | 49.03 | 25.93 | 49.48 | 23.1 | 35.3 | 39.1 |
| FCF margin | 7.95% | 5.81% | 11.14% | 4.65% | 7.25% | 2.74% | 3.92% | 4.16% |
| FCF Conversion (EBITDA) | 76.65% | 51.47% | 108.24% | 43.16% | 54.82% | 22.49% | 31.47% | 32.99% |
| FCF Conversion (Net income) | 348.91% | 452.82% | 3,909.65% | 134.83% | 143.34% | 65.11% | 84.03% | 83.65% |
| Dividend per Share 2 | 0.0210 | 0.0150 | 0.0170 | 0.0320 | 0.0490 | 0.0498 | 0.0572 | 0.0621 |
| Announcement Date | 8/23/19 | 8/25/20 | 8/25/21 | 8/17/22 | 8/27/23 | - | - | - |
1AUD in Million2AUD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: June | 2020 S1 | 2021 S1 | 2021 S2 | 2022 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 S1 | 2024 S2 |
|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 216 | 222.2 | 221.6 | - | 283.8 | - | 345.4 | 417.9 | 429 |
| EBITDA 1 | 23.34 | 26.16 | 19.14 | - | 28.64 | - | 47.46 | 52.09 | 52.1 |
| EBIT 1 | 8.448 | 12.99 | 5.598 | - | 14.23 | - | 30.35 | 25.15 | 32.7 |
| Operating Margin | 3.91% | 5.85% | 2.53% | - | 5.01% | - | 8.79% | 6.02% | 7.62% |
| Earnings before Tax (EBT) | - | - | - | - | 10.04 | - | - | - | - |
| Net income 1 | - | 6.511 | -5.257 | 12.24 | 6.995 | 16.82 | - | - | 19.9 |
| Net margin | - | 2.93% | -2.37% | - | 2.47% | - | - | - | 4.64% |
| EPS | - | - | -0.0180 | 0.0410 | - | 0.0560 | - | - | - |
| Dividend per Share 2 | 0.0100 | 0.0120 | 0.005000 | - | - | - | - | 0.0210 | 0.0340 |
| Announcement Date | 2/21/20 | 2/23/21 | 8/25/21 | 2/18/22 | 8/17/22 | 2/20/23 | 8/27/23 | 2/25/24 | - |
1AUD in Million2AUD
Estimates
Balance Sheet Analysis
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 98.6 | 193 | 176 | 177 | - | 158 | 141 | 124 |
| Net Cash position 1 | - | - | - | - | 6.06 | - | - | - |
| Leverage (Debt/EBITDA) | 2.439 x | 4.117 x | 3.883 x | 2.945 x | - | 1.542 x | 1.254 x | 1.049 x |
| Free Cash Flow 1 | 31 | 24.1 | 49 | 25.9 | 49.5 | 23.1 | 35.3 | 39.1 |
| ROE (net income / shareholders' equity) | 9.62% | 8.27% | 10.6% | 19.5% | 30% | 25.7% | 25.4% | 24.2% |
| ROA (Net income/ Total Assets) | 3.35% | 2.44% | 2.62% | 4.77% | 7.68% | 7.42% | 7.65% | 7.81% |
| Assets 1 | 265.4 | 218.1 | 47.83 | 403.3 | 449.6 | 478.3 | 549.1 | 598.2 |
| Book Value Per Share 2 | 0.3200 | 0.3100 | 0.3000 | 0.3400 | 0.4200 | 0.5000 | 0.5900 | 0.6800 |
| Cash Flow per Share 2 | 0.1200 | 0.1300 | 0.1700 | 0.1300 | 0.2800 | 0.2100 | 0.2300 | 0.2400 |
| Capex 1 | 4.25 | 14.2 | 2.85 | 13.8 | 36.5 | 19.7 | 15.1 | 15.6 |
| Capex / Sales | 1.09% | 3.42% | 0.65% | 2.48% | 5.35% | 2.34% | 1.68% | 1.66% |
| Announcement Date | 8/23/19 | 8/25/20 | 8/25/21 | 8/17/22 | 8/27/23 | - | - | - |
1AUD in Million2AUD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
BUY
Number of Analysts
5
Last Close Price
0.975
AUD
Average target price
1.666
AUD
Spread / Average Target
+70.84%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -16.31% | 199M | |
| +2.82% | 79.59B | |
| +6.48% | 76.06B | |
| -.--% | 26.71B | |
| +26.61% | 12.9B | |
| -9.58% | 12.39B | |
| -18.72% | 8.22B | |
| -18.66% | 7.55B | |
| -9.19% | 7.52B | |
| -3.88% | 5.4B |
- Stock Market
- Equities
- LAU Stock
- Financials Lindsay Australia Limited
