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

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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

$1.405

17 Sep
2025

0.000

OPEN

$1.41

0.000

HIGH

$1.41

6,674

LOW

$1.41

TARGET
$1.65 17.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BKW . FBR . FBU . JHX . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
BRI: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 17.3 5.7 xxx
DPS (cps) xxx 4.0 4.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 46.7% 0.0% xxx
PE Ratio xxx N/A 24.2 xxx
Dividend Yield xxx N/A 2.9% xxx
Div Pay Ratio(%) xxx N/A 70.2% xxx

Dividend yield today if purchased 3 years ago: 1.86%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.90

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-17.3
DPS All xxxxxxxxxxxxxxx4.0
Sales/Revenue xxxxxxxxxxxxxxx405.1 M
Book Value Per Share xxxxxxxxxxxxxxx118.7
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

27/08/2025

1

Buy

$1.65

17.44%

Big River Industries experienced a weakening of conditions with a decline in market activity in 2H25. The FY25 results are viewed as "solid" by Ord Minnett, with the construction industry challenged by labour shortages and cost inflation.

The earnings (EBITDA) margin at 7.1% was slightly above the forecast of 7% due to cost-out programs, which should place Big River in a better position when market conditions improve.

A 100% cash conversion rate was achieved, in line with FY24 and an improvement on 1H25 at 78.1%.

Ord Minnett tweaks earnings forecasts. Target price slips by -3% to $1.65. No change in Buy rating.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 4.00 cents and EPS of 5.70 cents.
Ord Minnett forecasts a full year FY27 dividend of 8.00 cents and EPS of 11.50 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

Taylor Collison

xx/xx/xxxx

1

xxxxxxxxxxx xxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Petra Capital

05/09/2025

1

Buy

$1.82

29.54%

Big River’s FY25 profit of $4.3m was in line with the $4.5m consensus forecast with sales weaker but earnings (EBITDA) meeting Petra Capital’s expectations.

Construction outperformed, highlights the broker, supported by early operational leverage and cost reductions, while Panels margins were softer. Cash conversion was seen as strong, gross margins expanded, and inventory remained flat year-on-year.

Cost savings were achieved in the second half, notes Petra Capital, evidenced by gross margins up 20bps year-on-year and Construction margins up 220bps half-on-half, despite volumes being down -2.3% year-on-year.

FY26 guidance is more constructive than peers, suggests the analyst, reflecting Big River’s earlier stage in the building cycle, with Queensland exposure expected to be supportive.

Petra Capital raises its target price to $1.82 from $1.78 and retains a Buy rating.

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.

Moelis

xx/xx/xxxx

3

xxxx

$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 >

BRI STOCK CHART

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