SUPPLY NETWORK LIMITED (SNL)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

SNL

SNL - SUPPLY NETWORK LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.73
Index: ASX300 | ALL-ORDS

Supply Network distributes replacement parts to the road transport and mining industries in Australia and New Zealand, principally through its Multispares business.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$35.19

10 Aug
2026

-0.510

OPEN

$35.75

-1.43%

HIGH

$35.93

57,151

LOW

$35.04

TARGET
$41.00 16.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AHL . AMA . AOV . APE . ARB . ASG . BAP . CAR . CMA . MTO . MXI . PWH . PWR . RPM . SFC . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
SNL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 93.0 106.5 xxx
DPS (cps) xxx 70.0 79.5 xxx
EPS Growth xxx 18.2% 14.6% xxx
DPS Growth xxx 25.0% 13.6% xxx
PE Ratio xxx N/A 33.1 xxx
Dividend Yield xxx N/A 2.3% xxx
Div Pay Ratio(%) xxx 75.3% 74.6% xxx

Dividend yield today if purchased 3 years ago: 4.80%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.99

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: 18/03 - ex-div 36.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx93.0
DPS All xxxxxxxxxxxxxxx70.0
Sales/Revenue xxxxxxxxxxxxxxx348.8 M
Book Value Per Share xxxxxxxxxxxxxxx318.0
Net Operating Cash Flow xxxxxxxxxxxxxxx32.2 M
Net Profit Margin xxxxxxxxxxxxxxx11.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx33.16 %
Return on Invested Capital xxxxxxxxxxxxxxx24.51 %
Return on Assets xxxxxxxxxxxxxxx18.14 %
Return on Equity xxxxxxxxxxxxxxx33.16 %
Return on Total Capital xxxxxxxxxxxxxxx33.75 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx0.4 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx8 M
Long Term Debt xxxxxxxxxxxxxxx42 M
Total Debt xxxxxxxxxxxxxxx50 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx21 M
Price To Book Value xxxxxxxxxxxxxxx11.76

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx4.0 M
Capex % of Sales xxxxxxxxxxxxxxx1.14 %
Cost of Goods Sold xxxxxxxxxxxxxxx267 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx24 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

27/07/2026

1

Buy

$41.00

16.51%

Supply Network's FY26 preliminary results showed sales revenue grew 15.6% with net profit expected to be up 19.2% to $47.7m. Sales growth for FY27 is forecast to be at least $50m, underpinned by investment in the distribution network.

Ord Minnett notes double-digit EPS expansion is projected over the next three years, supported by the company's strategic investments. Buy rating and $41 target maintained.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 79.50 cents and EPS of 106.50 cents.
Ord Minnett forecasts a full year FY27 dividend of 92.50 cents and EPS of 123.50 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

Moelis

29/07/2026

1

Buy

$41.10

16.79%

Moelis maintains a Buy rating for Supply Network with a $41.10 target price following a strong preliminary FY26 result exceeding expectations.

Full-year revenue reached $403.1m alongside a record second-half net profit margin of 12.2%, achieved despite macroeconomic headwinds including shipping lane closures and New Zealand dollar weakness.

Management outlined an aggressive expansion pipeline for FY27 featuring new branch openings and footprint doublings across key locations to capture ongoing aftermarket growth.

The analyst views the targeted $50m revenue increase for FY27 as highly achievable given historical performance and accelerating market share shifts away from original equipment suppliers.

Forward earnings estimates remain broadly unchanged, incorporating expectations for continued double-digit growth driven predominantly by operating leverage.

FORECAST
Moelis forecasts a full year FY26 dividend of 80.00 cents and EPS of 109.40 cents.
Moelis forecasts a full year FY27 dividend of 96.60 cents and EPS of 127.90 cents.
Access Extra Coverage Research History >

SNL STOCK CHART

FNArena News on SNL

1
Australian Broker Call *Extra* Edition – Jul 29, 2026

Jul 29 2026 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Feb 26, 2026

Feb 26 2026 - Daily Market Reports
3
In Case You Missed It – BC Extra Upgrades & Downgrades – 30-01-26

Jan 30 2026 - Weekly Reports
4
In Brief: Supply Network, AUB Group & Pantoro

Jan 30 2026 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Jan 29, 2026

Jan 29 2026 - Daily Market Reports

Latest Automobiles & Components News

1
Super Retail Confident On Organic Growth Options

Jun 16 2026 - Small Caps
2
Eagers Automotive Geared For Better Second Half

Jun 04 2026 - Australia
3
ARB’s Growth Story Tested By Headwinds

Mar 16 2026 - Australia
4
Behind The AI Threat Narrative(s)

Feb 11 2026 - Rudi's View
5
When The End Of Bapcor’s Misery?

Dec 11 2025 - Australia
6
Picking A Lane: Car Platform Carma’s ASX Listing

Nov 25 2025 - Small Caps
7
Canadian Purchase Lifts Eagers Into Global Top 5

Oct 08 2025 - Australia
8
Car Group Reinforcing Its Competitive Moat

Aug 20 2025 - Australia
9
Eagers: Peer Outperformance & Margin Upside

Mar 14 2025 - Small Caps
10
Infomedia Confident Turnaround Is Happening

Nov 13 2024 - Small Caps