AMPOL LIMITED (ALD)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

ALD

ALD - AMPOL LIMITED

FNArena Sector : Consumer Products & Services
Year End: December
GICS Industry Group : Energy
Debt/EBITDA: 6.27
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Ampol (previously branded as Caltex Australia) is an Australian petroleum company first incorporated in 1936 in New South Wales. The company first listed on the ASX in 1948.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$27.27

24 Jul
2025

-0.500

OPEN

$27.85

-1.80%

HIGH

$28.03

1,195,867

LOW

$27.26

TARGET
$31.00 13.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
MPA . PFP . WES .
FNARENA'S MARKET CONSENSUS FORECASTS
ALD: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 51.4 154.7 xxx
DPS (cps) xxx 65.0 100.3 xxx
EPS Growth xxx - 77.7% 100.0% xxx
DPS Growth xxx - 76.4% 54.4% xxx
PE Ratio xxx N/A 17.8 xxx
Dividend Yield xxx N/A 3.6% xxx
Div Pay Ratio(%) xxx 126.4% 64.9% xxx

Dividend yield today if purchased 3 years ago: 1.97%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.36

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 60c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx51.4
DPS All xxxxxxxxxxxxxxx65.0
Sales/Revenue xxxxxxxxxxxxxxx34,540.2 M
Book Value Per Share xxxxxxxxxxxxxxx1,327.4
Net Operating Cash Flow xxxxxxxxxxxxxxx893.5 M
Net Profit Margin xxxxxxxxxxxxxxx0.35 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx3.64 %
Return on Invested Capital xxxxxxxxxxxxxxx1.79 %
Return on Assets xxxxxxxxxxxxxxx0.92 %
Return on Equity xxxxxxxxxxxxxxx3.64 %
Return on Total Capital xxxxxxxxxxxxxxx2.17 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-337.9 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 xxxxxxxxxxxxxxx520 M
Long Term Debt xxxxxxxxxxxxxxx3,557 M
Total Debt xxxxxxxxxxxxxxx4,077 M
Goodwill - Gross xxxxxxxxxxxxxxx682 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx124 M
Price To Book Value xxxxxxxxxxxxxxx2.12

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx685.6 M
Capex % of Sales xxxxxxxxxxxxxxx1.98 %
Cost of Goods Sold xxxxxxxxxxxxxxx32,629 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,745 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx473 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

0.8

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

24/07/2025

1

Buy

$35.00

28.35%

Ord Minnett views Ampol’s June-quarter update as positive, citing a break-even refining margin at Lytton Refinery, exceeding  market expectations of a loss. The Convenience Retail segment also performed better-than-expected.

Management noted a lower effective tax rate and stable interest costs year-on-year, which, combined with the Lytton margin, should prompt consensus EPS upgrades for the 1H 2025, suggests the broker.

A stronger margin means Ampol did not qualify for the federal Fuel Security Services Payment, highlights the analyst. Refined product spreads were supported by sanctions impacting Russian crude supply.

Ord Minnett raises its 2025 EPS forecast by 5.6% while trimming 2026-27 by -2.4% on slightly higher Lytton operating costs. The broker also lifts its interim dividend forecast to 40c from 35c.

Ord Minnett maintains a Buy rating and a $35.00 target price.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

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
Access Extra Coverage Research History >

ALD STOCK CHART

FNArena News on ALD

1
Rudi’s View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

Jul 24 2025 - Rudi's View
2
Rudi’s View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Jul 17 2025 - Rudi's View
3
Rudi’s View: Gold stocks & Miners, DigiCo, Pinnacle & More

Jul 10 2025 - Rudi's View
4
Rudi’s View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Jul 03 2025 - Rudi's View
5
Rudi’s View: ANZ, Aurizon, Cochlear, Newmont, Telix & More

Jun 26 2025 - Rudi's View

Latest Consumer Products & Services News

1
Telstra Shares Enjoying Firm Up-Trend

Jul 17 2025 - Technicals
2
In Brief: Austal, Superloop, Motorcycle Holdings & Nanosonics

Jul 04 2025 - Weekly Reports
3
Reece Battling Tariffs, Competition & Cost Crises

Jul 01 2025 - Australia
4
Treasury’s Transition Turbulence

Jun 26 2025 - Australia
5
Collins Foods’ Finger-Lickin’ Turnaround

Jun 25 2025 - Small Caps
6
New Broom Clearing The Decks For Adairs

Jun 25 2025 - Small Caps
7
Metcash Outlook: Tobacco Sales vs Rate Cuts

Jun 24 2025 - Australia
8
Green Shoots Emerging For Seek

Jun 24 2025 - Australia
9
Sigma Healthcare: Synergies, Margins In Focus

Jun 19 2025 - Australia
10
Smart Platform Underpins SiteMinder Optimism

Jun 18 2025 - Small Caps