SGH LIMITED (SGH)
Share Price Analysis and Chart

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SGH - SGH LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 3.37
Index:

SGH Ltd is the old Seven Group Holdings that changed name and ASX code following shareholders approval in November 2024 (not to be confused with Slater & Gordon that once upon a time traded under this code).

LAST PRICE CHANGE +/- CHANGE % VOLUME

$47.71

21 Nov
2024

0.000

OPEN

$46.25

0.000

HIGH

$48.55

345,431

LOW

$46.25

TARGET
$49.70 4.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . C79 . CDA . CDD . DOW . EHL . GNG . IMD . IPG . IPL . LBL . LYL . MAD . MAH . MIN . MLG . MND . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
SGH: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 126.1 231.6 xxx
DPS (cps) xxx 53.0 49.0 xxx
EPS Growth xxx - 23.2% 83.6% xxx
DPS Growth xxx 15.2% - 7.5% xxx
PE Ratio xxx N/A 20.6 xxx
Dividend Yield xxx N/A 1.0% xxx
Div Pay Ratio(%) xxx 42.0% 21.2% xxx

Dividend yield today if purchased 3 years ago: 67.95%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.11

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: 18/09 - (franking Ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx126.1
DPS All xxxxxxxxxxxxxxx53.0
Sales/Revenue xxxxxxxxxxxxxxx10,617.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,024.1
Net Operating Cash Flow xxxxxxxxxxxxxxx808.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.37 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx11.61 %
Return on Invested Capital xxxxxxxxxxxxxxx5.01 %
Return on Assets xxxxxxxxxxxxxxx3.41 %
Return on Equity xxxxxxxxxxxxxxx11.61 %
Return on Total Capital xxxxxxxxxxxxxxx12.21 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-31.8 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 xxxxxxxxxxxxxxx776 M
Long Term Debt xxxxxxxxxxxxxxx5,201 M
Total Debt xxxxxxxxxxxxxxx5,977 M
Goodwill - Gross xxxxxxxxxxxxxxx2,385 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx654 M
Price To Book Value xxxxxxxxxxxxxxx3.68

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx675.0 M
Capex % of Sales xxxxxxxxxxxxxxx6.36 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,625 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx736 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1,534 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

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Bell Potter

09/10/2024

1

Buy

$48.50

1.66%

Bell Potter considers Seven Group's earnings growth outlook at 'high-single digit' as "conservative" and believes analyst upgrades are probable at the 2024 AGM or 1H25 earnings results.

WesTrac is highlighted as the possible catalyst for upgrades with the division expected to announce strong revenue growth and generate over 80% of the group's EBIT growth in FY25.

In contrast, the analyst notes a near-term recovery in housing markets is unlikely, while engineering construction work commenced in NSW, and VIC remains under pressure, compared to growth in QLD and a recovery in WA. 

Boral and Coates will be most impacted in NSW and VIC.

Buy rating remains. Target price lifts to $48.50 from $46. No major changes to EPS forecasts.

FORECAST
Bell Potter forecasts a full year FY25 dividend of 50.00 cents and EPS of 244.10 cents.
Bell Potter forecasts a full year FY26 dividend of 50.00 cents and EPS of 284.50 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

Goldman Sachs

18/11/2024

1

Buy

$45.90

-3.79%

Goldman Sachs notes Seven Group reiterated FY25 guidance at its AGM update with high single-digit EBIT growth anticipated.

The broker observes WesTrac shows strong demand across capital sales and services, bolstered by a robust parts demand due to expected increases in bulk commodity production.

Boral sees stable concrete volumes and solid pricing, while Coates is balancing mixed regional demand with a rise in transport and utilities.

Goldman’s FY25 forecasts are for EBIT growth of 8.1% for WesTrac, 16.8% for Boral, and 5.5% for Coates.

No change to Buy rating and $45.90 target price.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 61.00 cents and EPS of 244.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 70.00 cents and EPS of 282.00 cents.
Access Extra Coverage Research History >

SGH STOCK CHART

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2
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