AMOTIV LIMITED (AOV)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

AOV

AOV - AMOTIV LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Automobiles & Components
Debt/EBITDA: 2.06
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$7.41

15 Apr
2025

-0.090

OPEN

$7.45

-1.20%

HIGH

$7.49

185,288

LOW

$7.35

TARGET
$11.65 57.2% upside
OTHER COMPANIES IN THE SAME SECTOR
AMA . APE . ARB . ASG . BAP . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
AOV: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 70.7 80.8 xxx
DPS (cps) xxx 40.5 40.1 xxx
EPS Growth xxx 1.2% 14.3% xxx
DPS Growth xxx 3.8% - 1.0% xxx
PE Ratio xxx N/A 9.1 xxx
Dividend Yield xxx N/A 5.4% xxx
Div Pay Ratio(%) xxx 57.3% 49.6% xxx

Dividend yield today if purchased 3 years ago: 3.30%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.48

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: 23/08 - ex-div 22c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx70.7
DPS All xxxxxxxxxxxxxxx40.5
Sales/Revenue xxxxxxxxxxxxxxx987.2 M
Book Value Per Share xxxxxxxxxxxxxxx662.7
Net Operating Cash Flow xxxxxxxxxxxxxxx150.3 M
Net Profit Margin xxxxxxxxxxxxxxx10.11 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx10.95 %
Return on Invested Capital xxxxxxxxxxxxxxx7.00 %
Return on Assets xxxxxxxxxxxxxxx5.43 %
Return on Equity xxxxxxxxxxxxxxx10.95 %
Return on Total Capital xxxxxxxxxxxxxxx13.31 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx73.2 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 xxxxxxxxxxxxxxx23 M
Long Term Debt xxxxxxxxxxxxxxx483 M
Total Debt xxxxxxxxxxxxxxx506 M
Goodwill - Gross xxxxxxxxxxxxxxx639 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx58 M
Price To Book Value xxxxxxxxxxxxxxx1.58

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx20.1 M
Capex % of Sales xxxxxxxxxxxxxxx2.03 %
Cost of Goods Sold xxxxxxxxxxxxxxx553 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx241 M
Research & Development xxxxxxxxxxxxxxx35 M
Investments - Total xxxxxxxxxxxxxxx8 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

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

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

UBS

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

Morgans

07/04/2025

1

Add

$10.75

45.07%

In a trading update, management at Amotiv has downgraded FY25 guidance to a marginal decline in earnings (EBITA), from previously expected growth, observes Morgans.

Management cited ongoing softness in its Lighting, Power & Electrical (LPE) and 4WD Accessories & Trailering segments, particularly across A&NZ.

The company also flagged approximately 8% exposure to the US market, where tariffs on South Korean and Thai imports are expected to compress LPE margins from FY26.

Despite near-term challenges, the broker highlights strong cash generation and the resilience of Amotiv’s largely non-discretionary revenue base.

Morgans reduces the target price to $10.75 from $12.95 and retains an Add rating.

FORECAST
Morgans forecasts a full year FY25 dividend of 41.00 cents and EPS of 83.00 cents.
Morgans forecasts a full year FY26 dividend of 40.00 cents and EPS of 83.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$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

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

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Goldman Sachs

09/04/2025

1

Buy

$12.20

64.64%

Goldman Sachs' notes Amotiv's trading update was disappointing, but the commentary on the effect of US tariffs suggested minimal impact.

The company flagged the lighting, power and electrical (LPE) segment continues to experience challenges from muted Australian reseller demand, but US was strong. The 4WD segment was affected by soft new vehicle sales demand. 

The powertrain and undercar (PU) segment was performing well due to the resilience of the wear and repair markets. Regarding tariffs, the company's current revenue exposure to the US was only 8%, and it was exploring re-sourcing, re-pricing and alternative manufacturing and supply locations.

Buy. Target unchanged at $12.20.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 41.00 cents and EPS of 74.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 44.00 cents and EPS of 81.00 cents.

Canaccord Genuity

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 Extra Coverage Research History >

AOV STOCK CHART

FNArena News on AOV

1
Australian Broker Call *Extra* Edition – Apr 09, 2025

Apr 09 2025 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Apr 07, 2025

Apr 07 2025 - Daily Market Reports
3
Next Week At A Glance – 7-11 Apr 2025

Apr 04 2025 - Weekly Reports
4
Rudi’s View: Best Buys In Copper, Small Caps, Tech, Healthcare, And More

Mar 20 2025 - Rudi's View
5
Rudi’s View: Best Ideas & Conviction Calls

Feb 20 2025 - Rudi's View

Latest Automobiles & Components News

1
Eagers: Peer Outperformance & Margin Upside

Mar 14 2025 - Small Caps
2
Infomedia Confident Turnaround Is Happening

Nov 13 2024 - Small Caps
3
Structural Demand Favours ARB, Amotiv & Bapcor

Oct 31 2024 - Australia
4
ARB Corp Investing For US Growth

Oct 21 2024 - Australia
5
Amotiv’s Potential Going Unnoticed

Oct 02 2024 - Small Caps
6
ARB Corp’s Making America Great(er)

Sep 11 2024 - Small Caps
7
Is Supply Network A Forever Stock?

Sep 05 2024 - Small Caps
8
PWR Holdings Revs Up For FY26 Growth

Aug 21 2024 - Small Caps
9
Resilient CAR Group Motors On

Aug 16 2024 - Australia
10
Premium ARB Corp Keeps Delivering The Goods

May 16 2024 - Small Caps