BRICKWORKS LIMITED (BKW)
Share Price Analysis and Chart

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BKW

BKW - BRICKWORKS LIMITED

FNArena Sector : Building Products & Services
Year End: July
GICS Industry Group : Materials
Debt/EBITDA: 9.71
Index: ASX200 | ASX300 | ALL-ORDS

Brickworks is an Australian manufacturer and supplier of building materials, including bricks, pavers, concrete blocks and terracotta products. The company was formed in 1934 and listed on the ASX in 1962. Still has a controversial cross-ownership with Washington H Soul Pattinson.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$34.83

02 Jul
2025

0.260

OPEN

$34.46

0.75%

HIGH

$35.50

246,858

LOW

$34.34

TARGET
$30.74 -11.7% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BRI . FBR . FBU . JHX . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
BKW: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 88.2 129.8 xxx
DPS (cps) xxx 67.0 64.6 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 3.1% - 3.6% xxx
PE Ratio xxx N/A 26.7 xxx
Dividend Yield xxx N/A 1.9% xxx
Div Pay Ratio(%) xxx N/A 49.8% xxx

Dividend yield today if purchased 3 years ago: 3.63%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.94

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 04/11 - ex-div 43c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-88.2
DPS All xxxxxxxxxxxxxxx67.0
Sales/Revenue xxxxxxxxxxxxxxx1,083.1 M
Book Value Per Share xxxxxxxxxxxxxxx2,222.9
Net Operating Cash Flow xxxxxxxxxxxxxxx104.0 M
Net Profit Margin xxxxxxxxxxxxxxx-10.82 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-3.38 %
Return on Invested Capital xxxxxxxxxxxxxxx-2.47 %
Return on Assets xxxxxxxxxxxxxxx-1.96 %
Return on Equity xxxxxxxxxxxxxxx-3.38 %
Return on Total Capital xxxxxxxxxxxxxxx1.00 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-69.9 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx55 M
Long Term Debt xxxxxxxxxxxxxxx1,294 M
Total Debt xxxxxxxxxxxxxxx1,349 M
Goodwill - Gross xxxxxxxxxxxxxxx308 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx63 M
Price To Book Value xxxxxxxxxxxxxxx1.30

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx74.9 M
Capex % of Sales xxxxxxxxxxxxxxx6.91 %
Cost of Goods Sold xxxxxxxxxxxxxxx749 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx286 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4,259 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

03/06/2025

4

Downgrade to Trim from Hold

$26.50

-23.92%

Morgans has revised its rating structure to a five-tier system (Buy-Accumulate-Hold-Trim-Sell) from three (Add-Hold-Reduce).

As a result, Brickworks is downgraded to Trim from Hold.

No change to earnings or target price of $26.50.

FORECAST
Morgans forecasts a full year FY25 dividend of 69.00 cents and EPS of 112.00 cents.
Morgans forecasts a full year FY26 dividend of 71.00 cents and EPS of 148.00 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

02/07/2025

3

Neutral

$34.40

-1.23%

Jarden assesses Brickworks' FY25 trading update to be slightly positive, with challenging building products conditions offset by positive property momentum.

The company expects 2H25 EBITDA for the property division to exceed 1H25 due to revaluation gains and development profits.

For building products, the company is forecasting a marginally positive FY25 EBITDA due mainly to positive EBITDA in 2H25.

Asset impairment change of -$75m is expected due to tough market conditions for the building products division.

The analyst lifted FY25 EPS forecast by 32%, and made modest increases to FY26-26 EPS forecasts.

Neutral. Target rises to $34.40 from $32.30.

FORECAST
Jarden forecasts a full year FY25 dividend of 69.00 cents and EPS of 129.00 cents.
Jarden forecasts a full year FY26 dividend of 71.00 cents and EPS of 139.00 cents.
Access Extra Coverage Research History >

BKW STOCK CHART

FNArena News on BKW

1
Australian Broker Call *Extra* Edition – Jul 02, 2025

Jul 02 2025 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 06-06-25

Jun 10 2025 - Weekly Reports
3
In Case You Missed It – BC Extra Upgrades & Downgrades – 06-06-25

Jun 06 2025 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Jun 04, 2025

Jun 04 2025 - Daily Market Reports
5
Rudi’s View: How Expensive Is Expensive?

Jun 04 2025 - Rudi's View

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