LINDSAY AUSTRALIA LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 0.97 AUD | +4.86% |
|
+5.43% | -16.74% |
| 07/05 | Lindsay Australia Issues 2024 EBITDA Guidance, Warns of Muted Volumes on Weak Demand, Weather Disruptions | MT |
| 26/02 | Lindsay Australia Reports 24% Rise in H1 FY24 Revenue, EPS of AU$0.058 | MT |
Valuation
| Fiscal Period: Junio | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 102.4 | 104.8 | 112.5 | 123.8 | 345.9 | 303.1 | - | - |
| Enterprise Value (EV) 1 | 201 | 297.5 | 288.4 | 300.7 | 339.8 | 470 | 456.5 | 442.6 |
| P/E ratio | 11.5 x | 19.4 x | 93.8 x | 6.41 x | 10 x | 9.22 x | 7.44 x | 6.52 x |
| Yield | 6.09% | 4.29% | 4.53% | 7.8% | 4.3% | 4.69% | 5.64% | 6.3% |
| Capitalization / Revenue | 0.26 x | 0.25 x | 0.26 x | 0.22 x | 0.51 x | 0.37 x | 0.35 x | 0.33 x |
| EV / Revenue | 0.52 x | 0.72 x | 0.66 x | 0.54 x | 0.5 x | 0.58 x | 0.52 x | 0.49 x |
| EV / EBITDA | 4.97 x | 6.35 x | 6.37 x | 5.01 x | 3.77 x | 4.97 x | 4.31 x | 3.91 x |
| EV / FCF | 6.49 x | 12.3 x | 5.88 x | 11.6 x | 6.87 x | 13.5 x | 16.6 x | 12.4 x |
| FCF Yield | 15.4% | 8.1% | 17% | 8.62% | 14.6% | 7.4% | 6.02% | 8.04% |
| Price to Book | 1.09 x | 1.13 x | 1.25 x | 1.2 x | 2.72 x | 1.9 x | 1.62 x | 1.4 x |
| Nbr of stocks (in thousands) | 2,96,856 | 2,99,290 | 3,00,129 | 3,01,987 | 3,03,405 | 3,12,425 | - | - |
| Reference price 2 | 0.3450 | 0.3500 | 0.3750 | 0.4100 | 1.140 | 0.9250 | 0.9250 | 0.9250 |
| Announcement Date | 23/08/19 | 25/08/20 | 25/08/21 | 17/08/22 | 27/08/23 | - | - | - |
1AUD in Million2AUD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: Junio | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 389.8 | 414.8 | 440.3 | 557.7 | 682.7 | 810.1 | 872.8 | 912 |
| EBITDA 1 | 40.42 | 46.82 | 45.29 | 60.08 | 90.25 | 94.54 | 105.9 | 113.2 |
| EBIT 1 | 18.66 | 15.56 | 18.58 | 31.57 | 58.12 | 52.27 | 62.86 | 70.05 |
| Operating Margin | 4.79% | 3.75% | 4.22% | 5.66% | 8.51% | 6.45% | 7.2% | 7.68% |
| Earnings before Tax (EBT) 1 | 12.77 | - | 1.803 | 27.54 | 49.4 | 37.1 | 46.4 | 50.9 |
| Net income 1 | 8.879 | 5.322 | 1.254 | 19.23 | 34.52 | 29.91 | 37.64 | 42.88 |
| Net margin | 2.28% | 1.28% | 0.28% | 3.45% | 5.06% | 3.69% | 4.31% | 4.7% |
| EPS 2 | 0.0300 | 0.0180 | 0.004000 | 0.0640 | 0.1140 | 0.1003 | 0.1244 | 0.1418 |
| Free Cash Flow 1 | 30.98 | 24.1 | 49.03 | 25.93 | 49.48 | 34.8 | 27.5 | 35.6 |
| FCF margin | 7.95% | 5.81% | 11.14% | 4.65% | 7.25% | 4.3% | 3.15% | 3.9% |
| FCF Conversion (EBITDA) | 76.65% | 51.47% | 108.24% | 43.16% | 54.82% | 36.81% | 25.96% | 31.45% |
| FCF Conversion (Net income) | 348.91% | 452.82% | 3,909.65% | 134.83% | 143.34% | 116.35% | 73.05% | 83.02% |
| Dividend per Share 2 | 0.0210 | 0.0150 | 0.0170 | 0.0320 | 0.0490 | 0.0434 | 0.0522 | 0.0583 |
| Announcement Date | 23/08/19 | 25/08/20 | 25/08/21 | 17/08/22 | 27/08/23 | - | - | - |
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 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 216 | 222.2 | 221.6 | - | 283.8 | - | 345.4 | 417.9 |
| EBITDA 1 | 23.34 | 26.16 | 19.14 | - | 28.64 | - | 47.46 | 52.09 |
| EBIT 1 | 8.448 | 12.99 | 5.598 | - | 14.23 | - | 30.35 | 25.15 |
| Operating Margin | 3.91% | 5.85% | 2.53% | - | 5.01% | - | 8.79% | 6.02% |
| Earnings before Tax (EBT) | - | - | - | - | 10.04 | - | - | - |
| Net income | - | 6.511 | -5.257 | 12.24 | 6.995 | 16.82 | - | - |
| Net margin | - | 2.93% | -2.37% | - | 2.47% | - | - | - |
| EPS | - | - | -0.0180 | 0.0410 | - | 0.0560 | - | - |
| Dividend per Share 2 | 0.0100 | 0.0120 | 0.005000 | - | - | - | - | 0.0210 |
| Announcement Date | 21/02/20 | 23/02/21 | 25/08/21 | 18/02/22 | 17/08/22 | 20/02/23 | 27/08/23 | 25/02/24 |
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 | - | 167 | 153 | 140 |
| Net Cash position 1 | - | - | - | - | 6.06 | - | - | - |
| Leverage (Debt/EBITDA) | 2.439 x | 4.117 x | 3.883 x | 2.945 x | - | 1.766 x | 1.448 x | 1.233 x |
| Free Cash Flow 1 | 31 | 24.1 | 49 | 25.9 | 49.5 | 34.8 | 27.5 | 35.6 |
| ROE (net income / shareholders' equity) | 9.62% | 8.27% | 10.6% | 19.5% | 30% | 21.2% | 23.3% | 23% |
| ROA (Net income/ Total Assets) | 3.35% | 2.44% | 2.62% | 4.77% | 7.68% | 6.25% | 7.6% | 8.3% |
| Assets 1 | 265.4 | 218.1 | 47.83 | 403.3 | 449.6 | 478.6 | 495.3 | 516.7 |
| Book Value Per Share 2 | 0.3200 | 0.3100 | 0.3000 | 0.3400 | 0.4200 | 0.4900 | 0.5700 | 0.6600 |
| Cash Flow per Share 2 | 0.1200 | 0.1300 | 0.1700 | 0.1300 | 0.2800 | 0.2500 | 0.2100 | 0.2300 |
| Capex 1 | 4.25 | 14.2 | 2.85 | 13.8 | 36.5 | 20.5 | 14.3 | 14.4 |
| Capex / Sales | 1.09% | 3.42% | 0.65% | 2.48% | 5.35% | 2.53% | 1.63% | 1.58% |
| Announcement Date | 23/08/19 | 25/08/20 | 25/08/21 | 17/08/22 | 27/08/23 | - | - | - |
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
0.925
AUD
Average target price
1.514
AUD
Spread / Average Target
+63.64%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -16.74% | 190M | |
| +5.23% | 80.15B | |
| +8.28% | 76.22B | |
| -.--% | 26.71B | |
| +30.03% | 13.02B | |
| -4.01% | 12.71B | |
| -6.70% | 9.48B | |
| -15.23% | 7.81B | |
| -11.15% | 7.52B | |
| +9.70% | 6.2B |
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- Financials Lindsay Australia Limited