LINDSAY AUSTRALIA LIMITED (LAU)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

LAU

LAU - LINDSAY AUSTRALIA LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 3.49
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.68

28 Aug
2025

0.000

OPEN

$0.69

0.000

HIGH

$0.69

827,248

LOW

$0.66

TARGET
$0.937 37.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KLS . KSC . NTD . QAN . QUB . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 5.5 8.7 xxx
DPS (cps) xxx 3.8 4.1 xxx
EPS Growth xxx - 36.8% 57.9% xxx
DPS Growth xxx - 22.4% 7.9% xxx
PE Ratio xxx N/A 7.8 xxx
Dividend Yield xxx N/A 6.0% xxx
Div Pay Ratio(%) xxx 68.7% 46.9% xxx

Dividend yield today if purchased 3 years ago: 6.67%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.59

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: 27/09 - ex-div 2.8c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx5.5
DPS All xxxxxxxxxxxxxxx3.8
Sales/Revenue xxxxxxxxxxxxxxx849.8 M
Book Value Per Share xxxxxxxxxxxxxxx49.0
Net Operating Cash Flow xxxxxxxxxxxxxxx70.7 M
Net Profit Margin xxxxxxxxxxxxxxx2.05 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx11.41 %
Return on Invested Capital xxxxxxxxxxxxxxx4.77 %
Return on Assets xxxxxxxxxxxxxxx2.91 %
Return on Equity xxxxxxxxxxxxxxx11.41 %
Return on Total Capital xxxxxxxxxxxxxxx7.77 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx40.1 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx58 M
Long Term Debt xxxxxxxxxxxxxxx262 M
Total Debt xxxxxxxxxxxxxxx320 M
Goodwill - Gross xxxxxxxxxxxxxxx24 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx109 M
Price To Book Value xxxxxxxxxxxxxxx1.47

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx17.4 M
Capex % of Sales xxxxxxxxxxxxxxx2.05 %
Cost of Goods Sold xxxxxxxxxxxxxxx755 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx61 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

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

26/08/2025

1

Buy

$0.80

17.65%

An inline FY25 result for Lindsay Australia, coming in at the midpoint of guidance. Morgans points to revenue growth of 5.2%, with earnings (EBITDA) falling -11% due to cost pressures and imbalances across the different divisions.

Transport earnings (EBITDA) fell -7% due to competition and higher operating costs. Rural and Hunter earnings (EBITDA) rose 10% respectively, underpinned by the company's rural packaging segment.

Conditions are expected to remain challenging, management explained, with the focus for FY26 on improving efficiency and scale benefits with the rollout of larger B and AB triple transport combinations.

Morgans lowers its underlying earnings (EBITDA) forecast by -4% for FY26 and FY27 due to ongoing headwinds.

No change to Buy rating. Target slips to 80c from 85c.

FORECAST
Morgans forecasts a full year FY26 dividend of 3.90 cents and EPS of 9.00 cents.
Morgans forecasts a full year FY27 dividend of 4.00 cents and EPS of 9.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

Wilsons

28/08/2025

1

Overweight

$0.95

39.71%

Wilsons assesses Lindsay Australia's FY25 result as respectable and not deserving of the -10% share price fall post-result. EBITDA of $81.4m was 1% ahead of the broker forecast and net profit of $22.3m was 2% higher.

In terms of segments, transport was pressured by competitive pricing and higher input costs, commercial sales grew 8% and rural EBITDA rose 10% on market share gains and packaging strength.

The broker is forecasting 22% EPS rise in FY26 due to multiple structural tailwinds, including contribution from SRT acquisition, rural momentum and continued organic growth in transport.

Overweight. Target trimmed to 95c fro 99c.

FORECAST
Wilsons forecasts a full year FY26 dividend of 4.20 cents and EPS of 8.70 cents.
Wilsons forecasts a full year FY27 dividend of 4.50 cents and EPS of 9.10 cents.
Access Extra Coverage Research History >

LAU STOCK CHART

FNArena News on LAU

1
FNArena Corporate Results Monitor – 26-08-2025

Aug 26 2025 - Australia
2
Rudi’s View: Extreme Bifurcation Ahead Of August

Jul 23 2025 - Rudi's View
3
Rudi’s View: ANZ, Aurizon, Cochlear, Newmont, Telix & More

Jun 26 2025 - Rudi's View
4
Rudi’s View: CBA, Life360, ResMed, Zip & More

Jun 19 2025 - Rudi's View
5
Australian Broker Call *Extra* Edition – May 20, 2025

May 20 2025 - Daily Market Reports

Latest Transportation & Logistics News

1
Can Virgin Succeed This Time?

Jul 23 2025 - Small Caps
2
Contract Wins Support Kelsian Group Optimism

Jun 25 2025 - Small Caps
3
BHP Props Up Aurizon

Jun 18 2025 - Australia
4
Alliance Aviation Cleared For Dividend Takeoff

Dec 16 2024 - Small Caps
5
Brambles’ Slow Start Of Little Concern

Oct 29 2024 - Australia
6
Brambles Leverages Deep Data Analysis

Sep 18 2024 - Australia
7
Aurizon: A Dividend Downer For Investors

Aug 14 2024 - Australia
8
Treasure Chest: Qantas Airways

Jul 15 2024 - Treasure Chest
9
In Brief: Airlines, Pathology & Seek

Jul 12 2024 - Weekly Reports
10
Brambles’ Divisive March Quarter

Apr 24 2024 - Australia