BIG RIVER INDUSTRIES LIMITED (BRI)
Share Price Analysis and Chart

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BRI

BRI - BIG RIVER INDUSTRIES LIMITED

FNArena Sector : Building Products & Services
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 2.74
Index:

0

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.20

15 Oct
2026

-0.020

OPEN

$1.22

-1.64%

HIGH

$1.22

17,439

LOW

$1.20

TARGET
$1.70 41.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACF . FBR . FBU . JHX . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
BRI: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 5.5 6.0 xxx
DPS (cps) xxx 4.0 4.2 xxx
EPS Growth xxx N/A 10.1% xxx
DPS Growth xxx 0.4% 5.0% xxx
PE Ratio xxx N/A 19.9 xxx
Dividend Yield xxx N/A 3.5% xxx
Div Pay Ratio(%) xxx 73.4% 70.0% xxx

Dividend yield today if purchased 3 years ago: 1.83%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.35

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: 04/09 - ex-div 2.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx5.5
DPS All xxxxxxxxxxxxxxx4.0
Sales/Revenue xxxxxxxxxxxxxxx426.4 M
Book Value Per Share xxxxxxxxxxxxxxx120.6
Net Operating Cash Flow xxxxxxxxxxxxxxx25.2 M
Net Profit Margin xxxxxxxxxxxxxxx1.15 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx4.56 %
Return on Invested Capital xxxxxxxxxxxxxxx2.80 %
Return on Assets xxxxxxxxxxxxxxx1.80 %
Return on Equity xxxxxxxxxxxxxxx4.56 %
Return on Total Capital xxxxxxxxxxxxxxx6.44 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx19.1 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx12 M
Long Term Debt xxxxxxxxxxxxxxx71 M
Total Debt xxxxxxxxxxxxxxx83 M
Goodwill - Gross xxxxxxxxxxxxxxx62 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx24 M
Price To Book Value xxxxxxxxxxxxxxx1.16

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx2.5 M
Capex % of Sales xxxxxxxxxxxxxxx0.59 %
Cost of Goods Sold xxxxxxxxxxxxxxx387 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx28 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

26/08/2026

1

Buy

$1.70

41.67%

Following FY26 results for Big River Industries, Ord Minnett retains its Buy rating and raises its target by 3% to $1.70.

Revenue rose 5.3% to $426.4m, while underlying earnings (EBITDA) increased around 8% to $31.1m, broadly in line with the broker's forecasts.

Margins improved by 21bps to 7.3%, despite subdued residential construction conditions, the analyst highlights.

Commentary notes the Johns Building Supplies acquisition performed ahead of expectations, while pricing, product mix and procurement initiatives supported earnings.

Management expects double-digit EBITDA growth in FY27, with further operational efficiencies targeted.

FORECAST
Ord Minnett forecasts a full year FY27 dividend of 4.20 cents and EPS of 6.00 cents.
Ord Minnett forecasts a full year FY28 dividend of 5.80 cents and EPS of 8.20 cents.
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

Moelis

02/09/2026

1

Buy

$1.50

25.00%

Moelis maintains a Buy rating for Big River Industries with a $1.50 target price following an FY26 result featuring resilient gross margins and a controlled cost base.

Revenue grew 5.3% to $426m, supporting a 30 basis point expansion in gross profit margins to 26.5% driven by disciplined pricing, improved product mix, and procurement initiatives.

The Construction segment delivered a 19.4% increase in EBITDA to $27.7m, offsetting an 8.9% decline in the Panels division, while strong cash conversion of 102% generated $25m in operating cash flow.

The board declared a final fully franked dividend of 2c per share, and net debt improved to $24.8m with gearing at 17.9%.

The analyst notes management provided FY27 guidance for double-digit EBITDA growth, though earnings per share estimates for the next three years have been revised downward to reflect tempered expectations for a near-term housing recovery.

FORECAST
Moelis forecasts a full year FY27 dividend of 4.70 cents and EPS of 7.80 cents.
Moelis forecasts a full year FY28 dividend of 7.00 cents and EPS of 11.70 cents.
Access Extra Coverage Research History >

BRI STOCK CHART

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