SUPER RETAIL GROUP LIMITED (SUL)
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SUL

SUL - SUPER RETAIL GROUP LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.52
Index: ASX200 | ASX300 | ALL-ORDS

Super Retail Group owns and operates a number of retail brands in Australia, including Rebel Sport, Supercheap Auto, Macpac and BCF. Founded in 1972, the company listed as Supercheap Auto in 2004.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$14.17

12 May
2025

0.030

OPEN

$14.17

0.21%

HIGH

$14.38

847,548

LOW

$14.07

TARGET
$15.242

-0.22 change from previous day

 7.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . BAP . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SNL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
SUL: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 106.3 98.3 xxx
DPS (cps) xxx 119.0 88.0 xxx
EPS Growth xxx - 8.7% - 7.6% xxx
DPS Growth xxx 15.5% - 26.1% xxx
PE Ratio xxx N/A 14.4 xxx
Dividend Yield xxx N/A 6.2% xxx
Div Pay Ratio(%) xxx 111.9% 89.5% xxx

Dividend yield today if purchased 3 years ago: 11.90%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 8.42

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: 09/09 - ex-div 87c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx106.3
DPS All xxxxxxxxxxxxxxx119.0
Sales/Revenue xxxxxxxxxxxxxxx3,882.6 M
Book Value Per Share xxxxxxxxxxxxxxx608.1
Net Operating Cash Flow xxxxxxxxxxxxxxx587.8 M
Net Profit Margin xxxxxxxxxxxxxxx6.18 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx17.52 %
Return on Invested Capital xxxxxxxxxxxxxxx10.66 %
Return on Assets xxxxxxxxxxxxxxx6.74 %
Return on Equity xxxxxxxxxxxxxxx17.52 %
Return on Total Capital xxxxxxxxxxxxxxx15.91 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx224.7 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 xxxxxxxxxxxxxxx200 M
Long Term Debt xxxxxxxxxxxxxxx903 M
Total Debt xxxxxxxxxxxxxxx1,103 M
Goodwill - Gross xxxxxxxxxxxxxxx530 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx218 M
Price To Book Value xxxxxxxxxxxxxxx2.29

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx135.0 M
Capex % of Sales xxxxxxxxxxxxxxx3.48 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,085 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,410 M
Research & Development xxxxxxxxxxxxxxx0 M
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

0.3

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

08/05/2025

5

Underweight

$12.20

-13.90%

Super Retail Group’s 3Q25 update showed a mixed trading performance, assesses Morgan Stanley, with subdued retail conditions outside of BCF and a strong Easter period.

BCF delivered strong like-for-like (LFL) growth of 9.1%, outperforming the broker's expectations, while Rebel rose 3.5% but missed consensus. Supercheap Auto was flat at -0.1%, in line with 1H25 and Macpac declined slightly at -0.1%, missing expectations

Group gross margins remain under pressure, observe the analysts, tracking below the prior year and consistent with a circa -70bps decline in 1H25.

FY25 group cost guidance is unchanged, while FY26 costs are expected to worsen by around -$18m due to distribution centre duplication and HR system investment.

Morgan Stanley maintains an Underweight rating and a $12.20 target price, citing ongoing margin and cost pressures. Industry view is In-Line.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 111.00 cents and EPS of 94.00 cents.
Morgan Stanley forecasts a full year FY26 dividend of 67.00 cents and EPS of 102.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

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

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

26/02/2025

1

Buy

$15.50

9.39%

First half results from Super Retail were weaker than Goldman Sachs expected. The main disappointment was Supercheap Auto and Macpac's weaker sales and margins. Rebel was in line and BCF delivered ahead of expectations.

Going forward, the broker believes the debate will centre on Supercheap Auto as competitive pressures are intensifying and there is a high fixed cost because of the new stores opened in the first half ahead of sales ramping up.

Target is reduced to $15.50 from $16.80. Buy rating re-iterated.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 64.00 cents and EPS of 99.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 66.00 cents and EPS of 101.00 cents.

Wilsons

xx/xx/xxxx

5

xxxxxxxxx xx xxxxxxxxxxx xxxx xxxxxx xxxxxx

$xx.xx

xx.xx%

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SUL STOCK CHART

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