CSR LIMITED (CSR)
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CSR - CSR LIMITED

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Debt/EBITDA: 0.53
Index: ASX200 | ASX300 | ALL-ORDS

CSR is an Australian industrial company providing building products for residential and commercial construction. It also owns a 25% stake in the Tomago Aluminium smelter near Newcastle, NSW. Originally the Colonial Sugar Refining Co, it has been listed since 1962.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$8.85

17 Apr
2024

0.000

OPEN

$8.85

0.000

HIGH

$8.86

1,865,857

LOW

$8.84

TARGET
$7.371 -16.7% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . ACF . BKW . BLD . BRI . FBR . FBU . JHX . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
CSR: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx N/A 45.2 xxx
DPS (cps) xxx N/A 33.3 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 19.6 xxx
Dividend Yield xxx N/A 3.8% xxx
Div Pay Ratio(%) xxx N/A 73.8% xxx

Dividend yield today if purchased 3 years ago: 6.20%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

4.12

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: 07/11 - ex-div 15c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx45.5
DPS All xxxxxxxxxxxxxxx36.5
Sales/Revenue xxxxxxxxxxxxxxx2,613.3 M
Book Value Per Share xxxxxxxxxxxxxxx244.5
Net Operating Cash Flow xxxxxxxxxxxxxxx104.3 M
Net Profit Margin xxxxxxxxxxxxxxx8.36 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx20.10 %
Return on Invested Capital xxxxxxxxxxxxxxx17.90 %
Return on Assets xxxxxxxxxxxxxxx9.34 %
Return on Equity xxxxxxxxxxxxxxx20.10 %
Return on Total Capital xxxxxxxxxxxxxxx18.14 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-146.8 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx33 M
Long Term Debt xxxxxxxxxxxxxxx131 M
Total Debt xxxxxxxxxxxxxxx164 M
Goodwill - Gross xxxxxxxxxxxxxxx60 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx132 M
Price To Book Value xxxxxxxxxxxxxxx1.94

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx84.5 M
Capex % of Sales xxxxxxxxxxxxxxx3.23 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,855 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx535 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx66 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

-0.1

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

22/02/2024

3

Equal-weight

$5.60

-36.72%

Europe's Saint Gobain has made a non-binding indicative offer for CSR at $9/share which represents a 13% premium to the last close and a 61% premium to Morgan Stanley's $5.60 target. CSR has unanimously resolved to pursue the offer at that price.

The broker notes the business has limited presence in Australia and therefore there are limited competition issues although any transaction would be subject to review by the Foreign Investment Review Board.

The sale of the sugar business would also require undertakings to ensure future asbestos claimants were not disadvantaged.

Longer term, the broker envisages favourable dynamics for the building material segment, the division likely of most interest to Saint Gobain, supported by the undersupply of housing stock.

Equal-weight rating and In-Line industry view.

FORECAST
Morgan Stanley forecasts a full year FY24 dividend of 34.00 cents and EPS of 40.80 cents.
Morgan Stanley forecasts a full year FY25 dividend of 30.00 cents and EPS of 36.70 cents.

Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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CSR STOCK CHART