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

Enter the company code or Name for stock analysis:

BRI - BIG RIVER INDUSTRIES LIMITED

FNArena Sector : Building Products & Services
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 2.45
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.385

01 Nov
2024

-0.025

OPEN

$1.42

-1.77%

HIGH

$1.43

23,985

LOW

$1.39

TARGET
$1.86 34.3% 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 N/A xxx
DPS (cps) xxx 7.5 N/A xxx
EPS Growth xxx - 64.2% N/A xxx
DPS Growth xxx - 56.1% N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx 78.2% N/A xxx

Dividend yield today if purchased 3 years ago: 3.52%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.42

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 © 2024 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

26/08/2024

1

Buy

$1.86

34.30%

Big River Industries' FY24 revenue and earnings came in slightly above Ord Minnett's estimates and the broker assumes FY24 represents a cyclical trough. Management did not provide quantitative guidance, stating that “the market is expected to remain challenging over the coming year.”

While Ord Minnett expects challenging short-term conditions to remain, the broker believes the medium-to-longer term pipeline  continues to strengthen, buoyed by a chronic housing underbuild and elevated levels of migration.

The broker therefore views an improvement in single-family dwelling approvals as a potential catalyst for a re-rating. Target falls to $1.86 from $1.91. Buy retained based on a forecast 40% total shareholder return..
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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

Petra Capital

06/06/2024

1

Initiation of coverage with Buy

$2.00

44.40%

Petra Capital initiates coverage of Big River Industries with a Buy rating and $2 target price.

The company is a vertically integrated manufacturer and distributor of value-added timber and building products across regions of Australia and New Zealand, the broker explains.

The analyst points to FY23 revenue growth of 9.8% to $449.5m, with EBITDA up 7.6% to $50.4m. and net profit was $22.2m, a 4.3% rise on the previous year.

The broker believes the company has a strong balance sheet, cash flow generation, and strategic growth initiatives, both organic and through acquisitions. Petra Capital sees these key factors supporting the company's positive outlook.

Buy rating and $2 target price.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 7.00 cents and EPS of 11.00 cents.
Access Extra Coverage Research History >

BRI STOCK CHART

FNArena News on BRI

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 30-08-24

Aug 30 2024 - Weekly Reports
2
Rudi’s View: August Trends Have Darkened

Aug 28 2024 - Rudi's View
3
Australian Broker Call *Extra* Edition – Aug 27, 2024

Aug 27 2024 - Daily Market Reports
4
FNArena Corporate Results Monitor – 26-08-2024

Aug 26 2024 - Australia
5
Australian Broker Call *Extra* Edition – Jun 06, 2024

Jun 06 2024 - Daily Market Reports

Latest Building Products & Services News

1
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
2
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
3
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
4
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
5
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
6
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
7
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest
8
Added Bite from Reliance Worldwide’s New Products

Mar 30 2023 - Australia
9
Boral Shares Surge, Brokers Remain Cautious

Feb 09 2023 - Australia
10
Eye On (Small Cap) Building & Materials Stocks

Feb 01 2023 - Small Caps