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

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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

$1.275

20 Dec
2024

0.000

OPEN

$1.29

0.000

HIGH

$1.29

4,615

LOW

$1.28

TARGET
$1.86 45.9% 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: 3.50%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.88

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

45.88%

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..
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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

Taylor Collison

xx/xx/xxxx

3

xxxxxxxxxx xx xxxxxxxx xxxx xxxx

-

xx.xx%

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Moelis

27/08/2024

3

Downgrade to Hold from Buy

$1.68

31.76%

Despite modest gearing, continued cash generation, and sound opex management, residential exposure continues to weigh on the Big River Industries with a partial offset via commercial activity, notes Moelis.

Broadly in-line FY24 results showed the earnings (EBITDA) margin compressed to 7.9% driven by lower volumes in frame and truss manufacturing, explains the broker.

Management's shorter-term outlook commentary suggests to the analysts consumer confidence around residential will remain subdued, while the medium-term outlook is brighter based on demand, low vacancy rates, and expected interest rate falls.

A final fully franked 2 cent dividend represents a 78% payout on FY24 earnings.

The broker's target falls to $1.68 from $2.00 and the rating is downgraded to Hold from Buy.

FORECAST
Moelis forecasts a full year FY25 dividend of 6.50 cents and EPS of 10.30 cents.
Moelis forecasts a full year FY26 dividend of 8.60 cents and EPS of 17.20 cents.

Petra Capital

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial
Access Extra Coverage Research History >

BRI STOCK CHART

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