SUPPLY NETWORK LIMITED (SNL)
Share Price Analysis and Chart

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SNL

SNL - SUPPLY NETWORK LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.73
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$37.50

29 Aug
2025

0.020

OPEN

$37.60

0.05%

HIGH

$37.79

123,535

LOW

$36.71

TARGET
$41.50 10.7% 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 . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
SNL: 1
Title FY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps) xxx 93.0 108.6 xxx
DPS (cps) xxx 70.0 82.0 xxx
EPS Growth xxx 18.2% 16.8% xxx
DPS Growth xxx 25.0% 17.1% xxx
PE Ratio xxx N/A 34.1 xxx
Dividend Yield xxx N/A 2.2% xxx
Div Pay Ratio(%) xxx 75.3% 75.5% xxx

Dividend yield today if purchased 3 years ago: 6.25%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.89

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: 18/09 - ex-div 33c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx93.0
DPS All xxxxxxxxxxxxxxx70.0
Sales/Revenue xxxxxxxxxxxxxxx348.8 M
Book Value Per Share xxxxxxxxxxxxxxx318.0
Net Operating Cash Flow xxxxxxxxxxxxxxx32.2 M
Net Profit Margin xxxxxxxxxxxxxxx11.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx33.16 %
Return on Invested Capital xxxxxxxxxxxxxxx24.51 %
Return on Assets xxxxxxxxxxxxxxx18.14 %
Return on Equity xxxxxxxxxxxxxxx33.16 %
Return on Total Capital xxxxxxxxxxxxxxx33.75 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx0.4 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx8 M
Long Term Debt xxxxxxxxxxxxxxx42 M
Total Debt xxxxxxxxxxxxxxx50 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx21 M
Price To Book Value xxxxxxxxxxxxxxx11.76

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx4.0 M
Capex % of Sales xxxxxxxxxxxxxxx1.14 %
Cost of Goods Sold xxxxxxxxxxxxxxx267 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx24 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

0.5

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

27/08/2025

2

Accumulate

$41.50

10.67%

Supply Network's FY25 total revenue and net profit were in line with pre-released numbers. EBITDA was up 18.5% y/y to $68.8m, helped by margin improvement to 19.7% from 19.2%.

No specific quantitative guidance was provided but the company is targeting $50m or 14% revenue growth. Ord Minnett lifted earnings forecast by 2% following the result.

The broker highlights the company is well-positioned to sustain double-digit earnings growth and reward shareholders

Accumulate. Target rises to $41.50 from $38.80

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 82.00 cents and EPS of 108.60 cents.
Ord Minnett forecasts a full year FY27 dividend of 93.50 cents and EPS of 124.70 cents.

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

29/07/2025

3

Downgrade to Hold from Buy

$40.10

6.93%

Supply Network reported preliminary FY25 results, which came in slightly below Moelis' and consensus forecasts.

Revenue grew around 15% on the previous year, which is below the compound average rate of circa 23% between FY22–FY24, but marginally above the long-term average of around 14% per annum.

Net profit after tax rose 20% to $39.7m, with a 2H25 dividend of 38c per share, for a total 70c dividend.

Management guided to FY26 revenue of $50m, representing 14.4% growth on FY25. Moelis doesn't believe there were any changes to the company's competitive position.

Rating downgraded to Hold from Buy on valuation grounds. Target price set at $40.10.

FORECAST
Moelis forecasts a full year FY26 dividend of 78.50 cents and EPS of 104.60 cents.

SNL STOCK CHART