BIG RIVER INDUSTRIES LIMITED (BRI)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

BRI

BRI - BIG RIVER INDUSTRIES LIMITED

FNArena Sector : Building Products & Services
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 2.72
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.375

03 Dec
2025

-0.065

OPEN

$1.41

-4.51%

HIGH

$1.41

54,458

LOW

$1.37

TARGET
$1.65 20.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACF . FBR . FBU . JHX . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
BRI: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 17.2 6.2 xxx
DPS (cps) xxx 4.0 4.4 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 46.7% 10.4% xxx
PE Ratio xxx N/A 22.5 xxx
Dividend Yield xxx N/A 3.2% xxx
Div Pay Ratio(%) xxx N/A 71.0% xxx

Dividend yield today if purchased 3 years ago: 1.89%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.86

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-17.2
DPS All xxxxxxxxxxxxxxx4.0
Sales/Revenue xxxxxxxxxxxxxxx405.1 M
Book Value Per Share xxxxxxxxxxxxxxx118.3
Net Operating Cash Flow xxxxxxxxxxxxxxx23.3 M
Net Profit Margin xxxxxxxxxxxxxxx-3.64 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-13.37 %
Return on Invested Capital xxxxxxxxxxxxxxx-8.33 %
Return on Assets xxxxxxxxxxxxxxx-5.41 %
Return on Equity xxxxxxxxxxxxxxx-13.37 %
Return on Total Capital xxxxxxxxxxxxxxx5.83 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx17.7 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx11 M
Long Term Debt xxxxxxxxxxxxxxx65 M
Total Debt xxxxxxxxxxxxxxx76 M
Goodwill - Gross xxxxxxxxxxxxxxx53 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx23 M
Price To Book Value xxxxxxxxxxxxxxx1.18

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx2.2 M
Capex % of Sales xxxxxxxxxxxxxxx0.53 %
Cost of Goods Sold xxxxxxxxxxxxxxx366 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx28 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

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

Ord Minnett

02/12/2025

1

Buy

$1.65

20.00%

Big River Industries will acquire John’s Building Supplies for up to -$17m, implying to Ord Minnett an attractive EV/EBITDA multiple of around 3.3x. Earnings (EBITDA) margins are expected to lift immediately, with the acquisition providing significant EPS accretion.

The upfront consideration of -$15.0m will be funded by around -$10.0m in cash via equity raising, -$2.0m in scrip, and -$3.0m in existing bank facilities.

The broker notes the deal broadens Big River's Western Australian exposure (a region outperforming NSW and Victoria) and strengthens its position in higher-margin cladding products.

Ord Minnett lifts its target price to $1.65 from $1.60 and maintains a Buy rating.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 4.40 cents and EPS of 6.20 cents.
Ord Minnett forecasts a full year FY27 dividend of 8.90 cents and EPS of 12.80 cents.
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

Moelis

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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

Petra Capital

23/10/2025

1

Buy

$1.82

32.36%

Big River Industries reiterated its FY26 outlook at a recent broker conference, expecting a modest recovery in residential construction, stable commercial activity, and strong growth from Queensland.

Petra Capital highlights improving housing approvals and commencements as supportive of forecast revenue growth of 3.6% in FY26 and 7.1% in FY27.

Operational leverage from cost reductions and a well-capitalised balance sheet are expected to lift EPS by an estimated 24% in FY26 and 89% in FY27.

No change to Buy rating and $1.82 target price.

FORECAST
Petra Capital forecasts a full year FY26 dividend of 4.00 cents and EPS of 6.30 cents.
Petra Capital forecasts a full year FY27 dividend of 7.50 cents and EPS of 11.80 cents.

Taylor Collison

xx/xx/xxxx

1

xxxxxxxxxxx xxx

-

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 >

BRI STOCK CHART

FNArena News on BRI

1
Australian Broker Call *Extra* Edition – Dec 03, 2025

Dec 03 2025 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Oct 29, 2025

Oct 29 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Oct 21, 2025

Oct 21 2025 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Oct 06, 2025

Oct 06 2025 - Daily Market Reports
5
Rudi’s View: August Results; Standouts, Turnarounds, Failures & Misfits

Sep 10 2025 - Rudi's View

Latest Building Products & Services News

1
Stockland Firing On All Cylinders

Sep 02 2025 - Australia
2
America Not The Main Game For Brickworks

Mar 12 2025 - Small Caps
3
Acrow’s Contact Win & Record Pipeline

Dec 11 2024 - Small Caps
4
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
5
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
6
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
7
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
8
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
9
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
10
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest