SGH LIMITED (SGH)
Share Price Analysis and Chart

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SGH

SGH - SGH LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 2.89
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

SGH Ltd is the old Seven Group Holdings that changed name and ASX code following shareholders approval in November 2024 (not to be confused with Slater & Gordon that once upon a time traded under this code).

LAST PRICE CHANGE +/- CHANGE % VOLUME

$47.33

06 Nov
2025

0.520

OPEN

$47.20

1.11%

HIGH

$47.63

320,582

LOW

$46.61

TARGET
$54.05 14.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . C79 . CDA . DNL . DOW . EHL . GNG . IMD . IPG . LBL . LYL . MAD . MAH . MIN . MLG . MND . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RUL . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
SGH: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 128.6 234.9 xxx
DPS (cps) xxx 62.0 64.0 xxx
EPS Growth xxx 2.0% 82.6% xxx
DPS Growth xxx 17.0% 3.2% xxx
PE Ratio xxx N/A 19.8 xxx
Dividend Yield xxx N/A 1.4% xxx
Div Pay Ratio(%) xxx 48.2% 27.2% xxx

Dividend yield today if purchased 3 years ago: 116.98%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.33

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: 18/09 - (franking Ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx128.6
DPS All xxxxxxxxxxxxxxx62.0
Sales/Revenue xxxxxxxxxxxxxxx10,743.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,175.8
Net Operating Cash Flow xxxxxxxxxxxxxxx1,417.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.52 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx10.96 %
Return on Invested Capital xxxxxxxxxxxxxxx5.15 %
Return on Assets xxxxxxxxxxxxxxx3.66 %
Return on Equity xxxxxxxxxxxxxxx10.96 %
Return on Total Capital xxxxxxxxxxxxxxx13.25 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx408.7 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 xxxxxxxxxxxxxxx539 M
Long Term Debt xxxxxxxxxxxxxxx4,827 M
Total Debt xxxxxxxxxxxxxxx5,367 M
Goodwill - Gross xxxxxxxxxxxxxxx2,385 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx177 M
Price To Book Value xxxxxxxxxxxxxxx4.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx768.5 M
Capex % of Sales xxxxxxxxxxxxxxx7.15 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,574 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx826 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1,192 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

0.6

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

UBS

13/08/2025

1

Buy

$59.00

24.66%

Despite a 28% rally in SGH Ltd's share price in the last year, the conglomerate continues to trade at a circa -10% discount to the ASX200 Industrials valuation, UBS highlights.

The valuation also corresponds to a recent re-rating and uplift in global peers for Boral, WesTrac, and Coates.

As per commentary, consensus downgrades, coming on the back of FY26 guidance being lowered by management, contributed to the fall in the share price of -8.5%, with FY25 results largely meeting consensus expectations.

The analyst forecasts FY26 industrial earnings (EBIT) growth of 6%, with WesTrac forecast at 8%, Boral forecast at 8%, and Coates -1% estimated on lower Victorian utilisation. Beyond FY26, cyclical tailwinds for Industrials are expected to support the businesses.

Buy rating retained. Target slips to $59 from $60 on modest downward EPS revisions by -2% for FY26 and -5% for FY27.

FORECAST
UBS forecasts a full year FY26 dividend of 64.00 cents and EPS of 234.00 cents.
UBS forecasts a full year FY27 dividend of 64.00 cents and EPS of 251.00 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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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 >

SGH STOCK CHART

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