JOHNS LYNG GROUP LIMITED (JLG)
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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: 0.59
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.93

24 Jul
2025

0.020

OPEN

$3.90

0.51%

HIGH

$3.93

1,772,898

LOW

$3.90

TARGET
$3.16 -19.6% downside
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 FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 17.3 14.9 xxx
DPS (cps) xxx N/A 6.9 xxx
EPS Growth xxx - 3.3% - 14.1% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 26.2 xxx
Dividend Yield xxx N/A 1.8% xxx
Div Pay Ratio(%) xxx N/A 46.4% xxx

Dividend yield today if purchased 3 years ago: 1.27%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.40

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 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx17.3
DPS All xxxxxxxxxxxxxxx9.4
Sales/Revenue xxxxxxxxxxxxxxx1,158.9 M
Book Value Per Share xxxxxxxxxxxxxxx162.1
Net Operating Cash Flow xxxxxxxxxxxxxxx29.3 M
Net Profit Margin xxxxxxxxxxxxxxx4.14 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx11.86 %
Return on Invested Capital xxxxxxxxxxxxxxx10.38 %
Return on Assets xxxxxxxxxxxxxxx6.11 %
Return on Equity xxxxxxxxxxxxxxx11.86 %
Return on Total Capital xxxxxxxxxxxxxxx19.27 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-3.9 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 xxxxxxxxxxxxxxx23 M
Long Term Debt xxxxxxxxxxxxxxx53 M
Total Debt xxxxxxxxxxxxxxx76 M
Goodwill - Gross xxxxxxxxxxxxxxx318 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx74 M
Price To Book Value xxxxxxxxxxxxxxx3.52

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx9.5 M
Capex % of Sales xxxxxxxxxxxxxxx0.82 %
Cost of Goods Sold xxxxxxxxxxxxxxx996 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx65 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

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxxxxxx xx xxxxx-xxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

26/02/2025

3

Downgrade to Neutral from Outperform

$2.60

-33.84%

Macquarie lowers its target for Johns Lyng to $2.60 from $4.90 on reduced earnings forecasts and a lower assumed multiple and downgrades to Neutral from Outperform, citing execution risks and a softer near-term outlook.

First half revenue of $573m missed the broker's estimates by -11% (and consensus by -7%), with earnings (EBITDA) missing the broker's estimate by -15% due to a weaker performance in NSW and the US.

FY25 guidance was lowered, with revenue reduced by -5% and earnings by -4.5%, though management is implementing cost-cutting measures, including a reduction of 120 full-time employees, explains the broker.

The US segment saw a -13.6% revenue decline due to project delays and weak job volumes from key contracts, while NSW remains six months behind recovery expectations.

FORECAST
Macquarie forecasts a full year FY25 dividend of 7.00 cents and EPS of 13.90 cents.
Macquarie forecasts a full year FY26 dividend of 8.00 cents and EPS of 16.50 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

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 FY25 dividend of 7.00 cents and EPS of 15.00 cents.
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
Weekly Ratings, Targets, Forecast Changes – 18-07-25

Jul 21 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Jul 15, 2025

Jul 15 2025 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 13-06-25

Jun 16 2025 - Weekly Reports
4
Rudi’s View: Captive & Uncomfortable

Mar 26 2025 - Rudi's View
5
Australian Broker Call *Extra* Edition – Mar 04, 2025

Mar 04 2025 - Daily Market Reports

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