JOHNS LYNG GROUP LIMITED (JLG)
Share Price Analysis and Chart

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JLG

JLG - JOHNS LYNG GROUP LIMITED

FNArena Sector : Building Products & Services
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 1.81
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.93

04 Sep
2025

0.000

OPEN

$3.93

0.000

HIGH

$3.94

1,378,445

LOW

$3.92

TARGET
$4.00

+0.30 change from previous day

 1.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BKW . BRI . FBR . FBU . JHX . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JLG: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 13.2 15.4 xxx
DPS (cps) xxx 0.0 6.1 xxx
EPS Growth xxx - 23.9% 16.8% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 25.5 xxx
Dividend Yield xxx N/A 1.5% xxx
Div Pay Ratio(%) xxx N/A 39.4% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 01/03 - ex-div 4.7c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx13.2
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx1,179.9 M
Book Value Per Share xxxxxxxxxxxxxxx168.9
Net Operating Cash Flow xxxxxxxxxxxxxxx53.3 M
Net Profit Margin xxxxxxxxxxxxxxx3.14 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx7.98 %
Return on Invested Capital xxxxxxxxxxxxxxx6.30 %
Return on Assets xxxxxxxxxxxxxxx4.09 %
Return on Equity xxxxxxxxxxxxxxx7.98 %
Return on Total Capital xxxxxxxxxxxxxxx14.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx22.3 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 xxxxxxxxxxxxxxx27 M
Long Term Debt xxxxxxxxxxxxxxx196 M
Total Debt xxxxxxxxxxxxxxx224 M
Goodwill - Gross xxxxxxxxxxxxxxx448 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx81 M
Price To Book Value xxxxxxxxxxxxxxx1.88

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx14.1 M
Capex % of Sales xxxxxxxxxxxxxxx1.19 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,010 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx81 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

0.0

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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

26/08/2025

3

Neutral

$4.00

1.78%

Citi believes Johns Lyng earlier today released a largely in-line result, though higher-than-expected minorities have led to a circa -5-6% miss at the underlying net profit level.

There is no final dividend with the takeover deal in the background. Commentary highlights the analysts are surprised by the extent of margin step down implied by FY26 guidance.

Management is expecting margin to come in at 9.5% which is -1.3ppt step down vs the prior period. Given the takeover deal, not much response is anticipated for the share price.

Neutral. Target $4.

FORECAST
Citi forecasts a full year FY26 dividend of 8.00 cents and EPS of 18.80 cents.

Bell Potter

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxxxxxx xx xxxxx-xxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Moelis

15/07/2025

-1

No Rating

-

Moelis notes Pacific Equity Partners entered into a scheme of arrangement to buy 100% of Johns Lyng for $4/share, after making an indicative offer last month.

The company's board has recommended shareholders vote in favour of the scheme in the absence of a superior proposal. The price is a 77% premium to the company's closing price on May 15, a day before the indicative offer was presented.

The broker has a research restriction on the company. No rating or target price.

FORECAST
Moelis forecasts a full year FY26 dividend of 6.60 cents and EPS of 17.20 cents.
Access Extra Coverage Research History >

JLG STOCK CHART

FNArena News on JLG

1
Rudi’s View: A Glass Half-Full Outlook

Sep 03 2025 - Rudi's View
2
FNArena Corporate Results Monitor – 26-08-2025

Aug 26 2025 - Australia
3
Next Week At A Glance – 18-22 Aug 2025

Aug 15 2025 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Aug 12, 2025

Aug 12 2025 - Daily Market Reports
5
Weekly Ratings, Targets, Forecast Changes – 18-07-25

Jul 21 2025 - Weekly Reports

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