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

$2.29

09 May
2025

-0.010

OPEN

$2.30

-0.43%

HIGH

$2.31

762,101

LOW

$2.25

TARGET
$2.78 21.4% 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 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 15.4 xxx
Dividend Yield xxx N/A 3.0% xxx
Div Pay Ratio(%) xxx N/A 46.3% xxx

Dividend yield today if purchased 3 years ago: 1.32%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.10

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

0.2

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

26/02/2025

3

Downgrade to Hold from Add

$2.70

17.90%

Morgans observes Johns Lyng's 1H25 result was weaker than expected, with group revenue missing its forecast by -6% and EBITDA coming -18% below. Interim dividend of 2.5c was lower than the broker's 4.2c forecast.

The company cut FY25 EBITDA guidance by -5% which implies 2H recovery in business as usual (BAU) EBITDA. Based on the company's update, the broker expects improved revenue momentum from recent surge events in NSW and Queensland. 

In the US, volumes are expected to increase with a new client onboarding and work related to LA wildfires but it is still expected to fall short of the company's FY25 target of 10-15% revenue growth.

The analyst cut FY25 and FY26 EBITDA forecasts by -8% and -6% respectively, resulting in target price decline to $2.7 from $5.1. Rating downgraded to Hold from Add.

FORECAST
Morgans forecasts a full year FY25 dividend of 6.00 cents and EPS of 14.00 cents.
Morgans forecasts a full year FY26 dividend of 7.00 cents and EPS of 16.00 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$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

04/03/2025

1

Buy

$3.34

45.85%

First half results from Johns Lyng were below expectations. While guidance has been downgraded for FY25, Moelis notes the second half appears achievable.

The weather cycle is unpredictable yet a higher frequency of domestic storm activity is likely to drive revenue off a low base, Moelis adds.

Strata is expected to be a stable performer and the US business provides upside in the medium term. Buy rating retained. Target is reduced to $3.34 from $5.11.

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
Rudi’s View: Captive & Uncomfortable

Mar 26 2025 - Rudi's View
2
Australian Broker Call *Extra* Edition – Mar 04, 2025

Mar 04 2025 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 28-02-25

Mar 03 2025 - Weekly Reports
4
FNArena Corporate Results Monitor – 26-02-2025

Feb 26 2025 - Australia
5
Rudi’s View: Best Ideas & Conviction Calls

Feb 20 2025 - Rudi's View

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