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

23 May
2025

-0.110

OPEN

$4.58

-2.39%

HIGH

$4.61

560,038

LOW

$4.43

TARGET
$5.60 24.7% 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 26.2 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 17.1 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

17/04/2025

1

Upgrade to Buy from Neutral

$5.40

20.27%

UBS raises its target for Select Harvests to $5.40 from $5.00 and upgrades to Buy from Neutral following a -15% share price decline.

The analysts also view the company as a beneficiary of rising almond prices supported by US tariffs as China reallocates almond imports away from California.

The broker lifts its FY25 almond price forecast to $10.35/kg from $9.20/kg, while also cutting crop volume guidance to 24-26.5kt due to weak yields.

Despite the volume downgrade, UBS raises its FY25 EBIT forecast by 7% to $61m and upgrades FY26 by 12% to $86m on a recovery in volumes and increased third-party processing.

UBS raises the target price to $5.40 from $5.00 and upgrades the rating to Buy from Neutral.

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

27/04/2025

3

Market Weight

$4.73

5.35%

Select Harvests lowered FY25 production guidance to 24.0-26.5kt from 27.5-29.0kt, but raised the almond price forecast to $10.35/kg from $9.20/kg.

Wilsons cut FY25 almond production forecast by -11% to align with the midpoint of the updated guidance. The broker's new price forecast is, however, higher than the guidance at $10.80/kg based on its view that tight global supply and tariff impact would provide upside.

The broker expects current price momentum to continue into FY26, before some pullback in FY27.

Market Weight. Target lifted to $4.73 from $4.64.

FORECAST
Wilsons forecasts a full year FY25 dividend of 8.90 cents and EPS of 27.10 cents.
Wilsons forecasts a full year FY26 dividend of 32.20 cents and EPS of 58.60 cents.
Access Extra Coverage Research History >

SHV STOCK CHART

FNArena News on SHV

1
Australian Broker Call *Extra* Edition – Apr 27, 2025

Apr 28 2025 - Daily Market Reports
2
Tariffs Toasted: Advantage For Select Harvests

Apr 22 2025 - Small Caps
3
Weekly Ratings, Targets, Forecast Changes – 18-04-25

Apr 22 2025 - Weekly Reports
4
Weekly Ratings, Targets, Forecast Changes – 21-02-25

Feb 24 2025 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Feb 19, 2025

Feb 19 2025 - Daily Market Reports

Latest Agriculture News

1
GrainCorp’s Resilience In A Trade War Backdrop

May 21 2025 - Small Caps
2
Tariffs Toasted: Advantage For Select Harvests

Apr 22 2025 - Small Caps
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Nov 20 2024 - Small Caps
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Dec 04 2023 - Australia
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Nov 24 2023 - Weekly Reports
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May 25 2023 - Australia
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