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: 2.45
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.205

15 Apr
2025

-0.005

OPEN

$1.21

-0.41%

HIGH

$1.21

18,670

LOW

$1.20

TARGET
$1.76 46.1% 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 FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 9.6 6.5 xxx
DPS (cps) xxx 7.5 4.6 xxx
EPS Growth xxx - 64.2% - 32.2% xxx
DPS Growth xxx - 56.1% - 38.7% xxx
PE Ratio xxx N/A 18.6 xxx
Dividend Yield xxx N/A 3.8% xxx
Div Pay Ratio(%) xxx 78.2% 70.8% xxx

Dividend yield today if purchased 3 years ago: 3.09%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.20

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 xxxxxxxxxxxxxxx9.6
DPS All xxxxxxxxxxxxxxx7.5
Sales/Revenue xxxxxxxxxxxxxxx414.7 M
Book Value Per Share xxxxxxxxxxxxxxx139.7
Net Operating Cash Flow xxxxxxxxxxxxxxx18.6 M
Net Profit Margin xxxxxxxxxxxxxxx1.94 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx6.70 %
Return on Invested Capital xxxxxxxxxxxxxxx4.34 %
Return on Assets xxxxxxxxxxxxxxx2.79 %
Return on Equity xxxxxxxxxxxxxxx6.70 %
Return on Total Capital xxxxxxxxxxxxxxx8.61 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx4.2 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 xxxxxxxxxxxxxxx10 M
Long Term Debt xxxxxxxxxxxxxxx69 M
Total Debt xxxxxxxxxxxxxxx79 M
Goodwill - Gross xxxxxxxxxxxxxxx53 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx20 M
Price To Book Value xxxxxxxxxxxxxxx0.97

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx2.9 M
Capex % of Sales xxxxxxxxxxxxxxx0.69 %
Cost of Goods Sold xxxxxxxxxxxxxxx371 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx27 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

19/02/2025

1

Buy

$1.76

46.06%

Big River Industries delivered a solid 1H25 result given the tough operating environment, with revenue and EBITDA beating Ord Minnett's forecasts by 4% and 9% respectively.

The broker highlights both revenue and profit showed sequential improvements, providing early signs a trough in the cycle may have been reached.

The broker increased FY25-27 EBITDA estimates by an average of  2.9%. Buy rating maintained. Target price lifts to $1.76 from $1.73.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 4.60 cents and EPS of 6.50 cents.
Ord Minnett forecasts a full year FY26 dividend of 7.20 cents and EPS of 10.60 cents.
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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

Petra Capital

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Moelis

19/02/2025

3

Hold

$1.37

13.69%

Sequential improvement in Big River Industries' 1H25 result is an encouraging update, Moelis suggests. Half-on-half gross profit margin improvement of 76bps was driven by pricing initiative, product mix, and cost control accompanied disciplined opex control. 

An interim fully franked 2cps dividend was declared and represented a 68% payout on 1H25 underlying earnings.

Residential exposure remains challenging for the stock though Moelis is encouraged by sequential improvement demonstrated by the latest result, as well as fresh easing cycle which has the potential to boost confidence and stimulate more starts and conversion.

The broker maintains the view that a quicker than anticipated recovery in residential market trading conditions would bring forward a more constructive operating environment for the company. Target falls to $1.37 from $1.68, Hold retained.

FORECAST
Moelis forecasts a full year FY25 dividend of 4.00 cents and EPS of 6.30 cents.
Moelis forecasts a full year FY26 dividend of 6.80 cents and EPS of 11.40 cents.

Taylor Collison

xx/xx/xxxx

3

xxxxxxxxxx xx xxxxxxxx xxxx xxxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Access Extra Coverage Research History >

BRI STOCK CHART

FNArena News on BRI

1
Australian Broker Call *Extra* Edition – Apr 07, 2025

Apr 07 2025 - Daily Market Reports
2
FNArena Corporate Results Monitor – 19-02-2025

Feb 19 2025 - Australia
3
Australian Broker Call *Extra* Edition – Feb 19, 2025

Feb 19 2025 - Daily Market Reports
4
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Dec 11 2024 - Small Caps
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