INFOMEDIA LIMITED (IFM)
Share Price Analysis and Chart

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IFM

IFM - INFOMEDIA LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 0.16
Index: ASX300 | ALL-ORDS | ALL-TECH

Infomedia is an Australian provider of information solutions to the global automotive industry through its Electronic Parts Catalogues. Founded in 1987, it listed on the ASX in 2000.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.69

22 Aug
2025

0.000

OPEN

$1.70

0.000

HIGH

$1.70

3,078,374

LOW

$1.69

TARGET
$1.73 2.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . BAP . CAR . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
IFM: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 3.4 5.4 xxx
DPS (cps) xxx 4.2 5.6 xxx
EPS Growth xxx 32.5% 60.7% xxx
DPS Growth xxx 5.0% 33.3% xxx
PE Ratio xxx N/A 31.1 xxx
Dividend Yield xxx N/A 3.3% xxx
Div Pay Ratio(%) xxx 124.3% 103.1% xxx

Dividend yield today if purchased 3 years ago: 2.84%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.49

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: 30/08 - ex-div 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx3.4
DPS All xxxxxxxxxxxxxxx4.2
Sales/Revenue xxxxxxxxxxxxxxx140.8 M
Book Value Per Share xxxxxxxxxxxxxxx36.0
Net Operating Cash Flow xxxxxxxxxxxxxxx45.1 M
Net Profit Margin xxxxxxxxxxxxxxx9.01 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx9.28 %
Return on Invested Capital xxxxxxxxxxxxxxx8.78 %
Return on Assets xxxxxxxxxxxxxxx6.91 %
Return on Equity xxxxxxxxxxxxxxx9.28 %
Return on Total Capital xxxxxxxxxxxxxxx15.78 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx28.7 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 xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx6 M
Total Debt xxxxxxxxxxxxxxx8 M
Goodwill - Gross xxxxxxxxxxxxxxx21 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx70 M
Price To Book Value xxxxxxxxxxxxxxx4.67

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx20.8 M
Capex % of Sales xxxxxxxxxxxxxxx14.79 %
Cost of Goods Sold xxxxxxxxxxxxxxx111 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx7 M
Research & Development xxxxxxxxxxxxxxx1 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

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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

07/08/2025

3

Downgrade to Hold from Buy

$1.72

1.78%

Infomedia has agreed to a scheme implementation with TPG (private equity) offering $1.72 per share in cash, adjusted for permitted fully franked dividends totalling up to 4.9c.

These include a 2.0c final and 2.9c special dividend, which Bell Potter notes could deliver up to 2.1c in franking credits to eligible shareholders.

The board recommends the proposal, with the scheme meeting expected in November and no competing bids anticipated.

The broker has not adjusted its revenue or earnings forecasts, though it now assumes the full 4.9c payout in FY25, changing the dividend mix but not the total.

Bell Potter lowers its target price to $1.72 from $1.75 and downgrades to Hold from Buy.

FORECAST
Bell Potter forecasts a full year FY25 dividend of 7.10 cents and EPS of 5.10 cents.
Bell Potter forecasts a full year FY26 dividend of 4.60 cents and EPS of 5.70 cents.

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
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

08/08/2025

3

Downgrade to Hold from Buy

$1.83

8.28%

Moelis states TPG’s (private equity) $1.72 per share offer for Infomedia was unsurprising, noting it follows prior 2022 interest from three suitors and a depressed share price.

The broker considers confusion around the buyer’s identity more concerning from a regulatory and asset allocation standpoint than from an M&A perspective.

Infomedia’s board support sends a clear price signal and may prompt other suitors, although timing and strategic alignment remain key, in the broker's view.

The report highlights Infomedia’s global software platforms are supported by entrenched data integrations and customer relationships, making them difficult to replicate, and cash generative.

Moelis retains a $1.83 target but downgrades to Hold from Buy, as the deal price and share price rally reflect downside in the near-term outlook due to integration delays, tariff uncertainty and customer churn.

FORECAST
Moelis forecasts a full year FY25 dividend of 4.10 cents and EPS of 6.30 cents.
Moelis forecasts a full year FY26 dividend of 4.60 cents and EPS of 7.10 cents.
Access Extra Coverage Research History >

IFM STOCK CHART

FNArena News on IFM

1
Australian Broker Call *Extra* Edition – Aug 08, 2025

Aug 11 2025 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 08-08-25

Aug 11 2025 - Weekly Reports
3
Next Week At A Glance -11-15 Aug 2025

Aug 08 2025 - Weekly Reports
4
FNArena Corporate Results Monitor – 19-02-2025

Feb 19 2025 - Australia
5
Australian Broker Call *Extra* Edition – Feb 19, 2025

Feb 19 2025 - Daily Market Reports

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