LINDSAY AUSTRALIA LIMITED (LAU)
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LAU

LAU - LINDSAY AUSTRALIA LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 3.18
Index: ALL-ORDS

Lindsay Australia provides refrigerated and general freight transport, warehousing and logistics, together with rural merchandise and supplies for agricultural, horticultural and food-related industries.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.67

11 Nov
2026

-0.010

OPEN

$0.69

-1.47%

HIGH

$0.69

392,280

LOW

$0.67

TARGET
$0.905 35.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . BXB . CLX . ERD . FRW . KLS . KSC . NTD . QAN . SPZ . SST . THL . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 6.3 7.1 xxx
DPS (cps) xxx 3.8 3.6 xxx
EPS Growth xxx 13.6% 13.1% xxx
DPS Growth xxx 0.0% - 6.6% xxx
PE Ratio xxx N/A 9.4 xxx
Dividend Yield xxx N/A 5.3% xxx
Div Pay Ratio(%) xxx 60.5% 50.0% xxx

Dividend yield today if purchased 3 years ago: 3.60%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.67

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: 28/09 - ex-div 1.70c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx6.3
DPS All xxxxxxxxxxxxxxx3.8
Sales/Revenue xxxxxxxxxxxxxxx1,077.7 M
Book Value Per Share xxxxxxxxxxxxxxx55.1
Net Operating Cash Flow xxxxxxxxxxxxxxx75.2 M
Net Profit Margin xxxxxxxxxxxxxxx2.12 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx12.80 %
Return on Invested Capital xxxxxxxxxxxxxxx4.93 %
Return on Assets xxxxxxxxxxxxxxx3.26 %
Return on Equity xxxxxxxxxxxxxxx12.80 %
Return on Total Capital xxxxxxxxxxxxxxx9.17 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx50.1 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 xxxxxxxxxxxxxxx66 M
Long Term Debt xxxxxxxxxxxxxxx308 M
Total Debt xxxxxxxxxxxxxxx374 M
Goodwill - Gross xxxxxxxxxxxxxxx64 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx58 M
Price To Book Value xxxxxxxxxxxxxxx1.03

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx13.7 M
Capex % of Sales xxxxxxxxxxxxxxx1.27 %
Cost of Goods Sold xxxxxxxxxxxxxxx946 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx83 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

0.8

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

09/11/2026

1

Buy

$1.01

50.75%

Lindsay Australia pointed to a weakening in operating environment at its AGM update, Ord Minnett notes with like-for-like customer volumes in food transport and production softening over 1Q27 due to a challenging macroeconomic backdrop.

FY27 EPS forecast is lowered by -8% with the analyst adopting a more conservative approach to estimates. The weighting between 1H/2H earnings is expected to be relatively even.

Management has invested over -$250m in expansion over the last five years including the SRT Logistics acquisition in Tasmania and has scope to win market share in food transport.

The analyst sees upside potential to secondary freight volumes. Target price slips to $1.01 from $1.04. Buy rating unchanged.

FORECAST
Ord Minnett forecasts a full year FY27 dividend of 3.80 cents and EPS of 6.90 cents.
Ord Minnett forecasts a full year FY28 dividend of 4.50 cents and EPS of 8.10 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

Shaw and Partners

11/11/2026

1

Buy

$1.00

49.25%

Shaw and Partners maintains a Buy rating for Lindsay Australia with a $1.00 target price following a softer operating environment flagged at the 2026 AGM.

The analyst notes that freight volumes are impacted by weaker produce harvests, cost-of-living pressures, and subdued customer demand, leading to a -2.3% reduction in FY27 EBITDA forecasts and -2% reductions for FY28 and FY29.

Despite near-term headwinds, Shaw highlights the company's long-term growth potential driven by the rollout of the Primary Connect contract servicing Woolworths stores in Far North Queensland, integration benefits from SRT Logistics, and improved transport network utilisation.

The report states the stock is trading at an attractive 8.8x FY28 PE with a forecast 47% total return, suggesting the market underappreciates the company's earnings potential.

FORECAST
Shaw and Partners forecasts a full year FY27 dividend of 3.80 cents and EPS of 7.10 cents.
Shaw and Partners forecasts a full year FY28 dividend of 3.90 cents and EPS of 8.00 cents.
Access Extra Coverage Research History >

LAU STOCK CHART

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