BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

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BXB

BXB - BRAMBLES LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Commercial & Professional Services
Debt/EBITDA: 1.44
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Brambles is an Australian supply-chain logistics company operating in more than 50 countries. It provides unit-load equipment, pallets, crates and containers to the global transport sector. It first listed on the Australian Securities Exchange in 1954.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$23.38

27 Jun
2025

0.220

OPEN

$23.41

0.95%

HIGH

$23.44

6,100,373

LOW

$23.00

TARGET
$21.942 -6.2% downside
Franking for last dividend paid out: 30%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . CLX . ERD . KLS . KSC . LAU . NTD . QAN . QUB . SLH . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY25
Forecast
FY26
Forecast
EPS (cps) 94.5 xxx
DPS (cps) 58.7 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 24.7 xxx
Dividend Yield 2.5% xxx
Div Pay Ratio(%) 62.1% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 4.80%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

2.23

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: 11/09 - ex-div 28.90c (franking 35%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx85.5
DPS All xxxxxxxxxxxxxxx52.0
Sales/Revenue xxxxxxxxxxxxxxx9,988.6 M
Book Value Per Share xxxxxxxxxxxxxxx347.0
Net Operating Cash Flow xxxxxxxxxxxxxxx2,753.6 M
Net Profit Margin xxxxxxxxxxxxxxx11.92 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx26.03 %
Return on Invested Capital xxxxxxxxxxxxxxx14.71 %
Return on Assets xxxxxxxxxxxxxxx8.57 %
Return on Equity xxxxxxxxxxxxxxx26.03 %
Return on Total Capital xxxxxxxxxxxxxxx17.55 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx400.4 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 xxxxxxxxxxxxxxx234 M
Long Term Debt xxxxxxxxxxxxxxx3,720 M
Total Debt xxxxxxxxxxxxxxx3,954 M
Goodwill - Gross xxxxxxxxxxxxxxx278 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx169 M
Price To Book Value xxxxxxxxxxxxxxx4.19

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx1,753.6 M
Capex % of Sales xxxxxxxxxxxxxxx17.56 %
Cost of Goods Sold xxxxxxxxxxxxxxx7,969 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx490 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx227 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

0.6

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

4

xxxxxxxxx xx xxxx xxxx xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

29/04/2025

1

Buy

$24.90

6.50%

Ord Minnett notes Brambles reported revenue growth of 3% for the nine months ending March, suggesting to the analyst growth of only 1% in the March quarter.

This reflected a decline in like-for-like volumes of -2%, with fast-moving customers cautious on the macro outlook due to tariff uncertainty.

The company narrowed the FY25 guidance range, including sales revenue growth of 4% and underlying profit growth remaining at 10%, the analyst details.

Management is forecasting a compound average growth rate in EPS of 13% over the next three years. Ord Minnett remains Buy rated with a $24.90 target price, up from $23.80.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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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

27/05/2025

3

Neutral

$19.80

-15.31%

Jarden observes US pallet input costs to the end of April and notes lumber costs are rising again, up some 10.4% year-to-date in 2H25, while pallet pricing remains negative at -1.8% for the month of April.

The broker believes this may underpin pressure on CHEP Americas' earnings before interest and tax, while net new business and associated cost inclusion has put pressure on market pricing not to rise.

Jarden believes there are increasing headwinds for the company in the near term. No changes to earnings forecasts.

Neutral rating and $19.80 target price are retained.

FORECAST
Jarden forecasts a full year FY25 dividend of 37.70 cents and EPS of 93.70 cents.
Jarden forecasts a full year FY26 dividend of 40.20 cents and EPS of 104.04 cents.

BXB STOCK CHART