SUPER RETAIL GROUP LIMITED (SUL)
Share Price Analysis and Chart

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SUL - SUPER RETAIL GROUP LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.37
Index: ASX200 | ASX300 | ALL-ORDS

Super Retail Group owns and operates a number of retail brands in Australia, including Rebel Sport, Supercheap Auto, Macpac and BCF. Founded in 1972, the company listed as Supercheap Auto in 2004.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$15.33

24 Jul
2024

-0.060

OPEN

$15.42

-0.39%

HIGH

$15.69

1,702,738

LOW

$15.33

TARGET
$15.00 -2.2% downside
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 . SNL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
SUL: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx 116.5 108.4 xxx
DPS (cps) xxx 103.0 84.7 xxx
EPS Growth xxx 9.0% - 6.9% xxx
DPS Growth xxx 47.1% - 17.8% xxx
PE Ratio xxx N/A 13.9 xxx
Dividend Yield xxx N/A 5.6% xxx
Div Pay Ratio(%) xxx 88.4% 78.1% xxx

Dividend yield today if purchased 3 years ago: 7.87%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

6.81

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: 06/03 - ex-div 32c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx116.5
DPS All xxxxxxxxxxxxxxx103.0
Sales/Revenue xxxxxxxxxxxxxxx3,802.6 M
Book Value Per Share xxxxxxxxxxxxxxx605.6
Net Operating Cash Flow xxxxxxxxxxxxxxx674.1 M
Net Profit Margin xxxxxxxxxxxxxxx6.92 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx19.80 %
Return on Invested Capital xxxxxxxxxxxxxxx12.14 %
Return on Assets xxxxxxxxxxxxxxx7.76 %
Return on Equity xxxxxxxxxxxxxxx19.80 %
Return on Total Capital xxxxxxxxxxxxxxx18.11 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx390.6 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx176 M
Long Term Debt xxxxxxxxxxxxxxx859 M
Total Debt xxxxxxxxxxxxxxx1,035 M
Goodwill - Gross xxxxxxxxxxxxxxx530 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx192 M
Price To Book Value xxxxxxxxxxxxxxx1.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx109.6 M
Capex % of Sales xxxxxxxxxxxxxxx2.88 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,045 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,332 M
Research & Development xxxxxxxxxxxxxxx0 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

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

4

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

14/05/2024

3

Neutral

$13.80

-9.98%

Super Retail Super reported a year-to-date sales growth of 2% for FY24 at the Macquarie conference, slightly below the forecast of 2.8%.

The broker comments the loyalty program showed significant growth, particularly with the relaunch of the Rebel program, while Supercheap Auto and Macpac demonstrated resilience with 1% and 3% like-for-like sales growth, respectively.

As per the broker, overall performance was tempered by weaker results from Rebel and BCF. The company expects total sales growth of 2.2% for FY24, with a 1.2% growth projection for 2H24.

EPS forecasts have been adjusted down by -1.5% for FY24 and -1.4% for FY25. Neutral rating unchanged. The target price is lowered to $13.80 from $16.

FORECAST
Macquarie forecasts a full year FY24 dividend of 68.70 cents and EPS of 106.00 cents.
Macquarie forecasts a full year FY25 dividend of 69.70 cents and EPS of 108.00 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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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

3

xxxxxx xxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

20/05/2024

1

Buy

$17.80

16.11%

Super Retail Group's sales update for weeks 27-43 of FY24 showed total group comparable sales down -1%, an improvement from the -3% in the first seven weeks of the half, comments Goldman Sachs.

The broker observes year-to-date group comps are flat, with total sales up 2%. The company finalised its 3-year EBA, with net wage uplift estimated at 5.75% for FY24, 3% for FY25, and 3.25% for FY26/27.

FY24-26 sales estimates were revised by circa 0.1%, with higher Auto and BCF sales offsetting lower MacPac sales, leading to group EBIT forecast changes of -0.2% to +0.9%.

Buy rating retained, with no change in the price target at $17.80.

FORECAST
Goldman Sachs forecasts a full year FY24 dividend of 67.00 cents and EPS of 103.00 cents.
Goldman Sachs forecasts a full year FY25 dividend of 73.00 cents and EPS of 113.00 cents.

Jarden

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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SUL STOCK CHART