SELECT HARVESTS LIMITED (SHV)
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SHV

SHV - SELECT HARVESTS LIMITED

FNArena Sector : Agriculture
Year End: September
GICS Industry Group : Food, Beverage & Tobacco
Debt/EBITDA: 205.39
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.49

13 Jun
2025

-0.020

OPEN

$4.55

-0.44%

HIGH

$4.55

194,923

LOW

$4.48

TARGET
$5.667 26.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AAC . AMN . APC . CBO . CXM . D2O . ELD . GNC . HFR . LGL . NUF . RIC . SGLLV . TFL . WLD .
FNARENA'S MARKET CONSENSUS FORECASTS
SHV: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 1.2 26.0 xxx
DPS (cps) xxx 0.0 1.3 xxx
EPS Growth xxx N/A 100.0% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 17.3 xxx
Dividend Yield xxx N/A 0.3% xxx
Div Pay Ratio(%) xxx N/A 5.1% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 08/12 - ex-div 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx1.2
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx336.8 M
Book Value Per Share xxxxxxxxxxxxxxx350.2
Net Operating Cash Flow xxxxxxxxxxxxxxx21.3 M
Net Profit Margin xxxxxxxxxxxxxxx0.45 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx0.34 %
Return on Invested Capital xxxxxxxxxxxxxxx0.18 %
Return on Assets xxxxxxxxxxxxxxx0.16 %
Return on Equity xxxxxxxxxxxxxxx0.34 %
Return on Total Capital xxxxxxxxxxxxxxx-1.44 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-0.7 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 xxxxxxxxxxxxxxx52 M
Long Term Debt xxxxxxxxxxxxxxx348 M
Total Debt xxxxxxxxxxxxxxx401 M
Goodwill - Gross xxxxxxxxxxxxxxx0 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx3 M
Price To Book Value xxxxxxxxxxxxxxx1.05

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx27.9 M
Capex % of Sales xxxxxxxxxxxxxxx8.28 %
Cost of Goods Sold xxxxxxxxxxxxxxx331 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx18 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

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

30/05/2025

1

Buy

$5.30

18.04%

Select Harvests beat consensus on 1H25 EBITDA, but UBS notes this was largely driven by timing. Other details of the results were in line with expectations. 

The broker retains a positive view on the stock, seeing it as a beneficiary of the US tariffs. A 17% lift in volume is forecast for FY26, assuming normal yield conditions.

The analyst has a conservative forecast for FY26 almond price at $9.70/kg, but highlights a flat price vs FY25's estimated $10.35/kg would imply 25% upside for EPS.

Buy. Target cut to $5.30 from $5.40 to reflect updated market value of water rights.

FORECAST
UBS forecasts a full year FY25 dividend of 0.00 cents and EPS of 25.00 cents.
UBS forecasts a full year FY26 dividend of 15.00 cents and EPS of 38.00 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

03/06/2025

3

Market Weight

$4.83

7.57%

First-half 2025 earnings for Select Harvests were significantly boosted by accounting-driven fair value gains from the almond crop, notes Wilsons. Full-year guidance remains unchanged with production forecast at 24-26.5kt and price at $10.35/kg.

Operating cash flow beat the broker's expectations due to delayed receipts from 2024 and improved sales volume, while net debt declined -29%.

The analyst's cost forecasts for almond production worsen by -1-2% due to higher expected water costs in 2026, leading to group earnings (EBITDA) downgrades of -7% for 2025 and -3% for 2026.

Spot almond prices have softened, explains Wilsons, but longer-term structural support remains from healthy protein demand and constrained supply.

The broker raises its target price to $4.83 from $4.73 and maintains a Market Weight rating.

FORECAST
Wilsons forecasts a full year FY25 dividend of 13.50 cents and EPS of 25.10 cents.
Wilsons forecasts a full year FY26 dividend of 31.40 cents and EPS of 57.10 cents.
Access Extra Coverage Research History >

SHV STOCK CHART

FNArena News on SHV

1
Australian Broker Call *Extra* Edition – Jun 04, 2025

Jun 04 2025 - Daily Market Reports
2
FNArena Corporate Results Monitor – 30-05-2025

May 30 2025 - Australia
3
Australian Broker Call *Extra* Edition – Apr 27, 2025

Apr 28 2025 - Daily Market Reports
4
Tariffs Toasted: Advantage For Select Harvests

Apr 22 2025 - Small Caps
5
Weekly Ratings, Targets, Forecast Changes – 18-04-25

Apr 22 2025 - Weekly Reports

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May 21 2025 - Small Caps
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Tariffs Toasted: Advantage For Select Harvests

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Dec 04 2023 - Australia
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Next Week At A Glance – 27 Nov – 1 Dec 2023

Nov 24 2023 - Weekly Reports