INFOMEDIA LIMITED (IFM)
Share Price Analysis and Chart

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IFM - INFOMEDIA LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 0.16
Index: ASX300 | ALL-ORDS | ALL-TECH

Infomedia is an Australian provider of information solutions to the global automotive industry through its Electronic Parts Catalogues. Founded in 1987, it listed on the ASX in 2000.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.36

21 Nov
2024

0.010

OPEN

$1.36

0.74%

HIGH

$1.37

398,106

LOW

$1.34

TARGET
$1.977 45.3% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . BAP . CAR . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
IFM: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 3.4 6.6 xxx
DPS (cps) xxx 4.2 4.6 xxx
EPS Growth xxx 32.5% 94.3% xxx
DPS Growth xxx 5.0% 8.3% xxx
PE Ratio xxx N/A 20.4 xxx
Dividend Yield xxx N/A 3.4% xxx
Div Pay Ratio(%) xxx 124.3% 69.3% xxx

Dividend yield today if purchased 3 years ago: 2.84%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.13

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 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx3.4
DPS All xxxxxxxxxxxxxxx4.2
Sales/Revenue xxxxxxxxxxxxxxx140.8 M
Book Value Per Share xxxxxxxxxxxxxxx36.0
Net Operating Cash Flow xxxxxxxxxxxxxxx45.1 M
Net Profit Margin xxxxxxxxxxxxxxx9.01 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx9.28 %
Return on Invested Capital xxxxxxxxxxxxxxx8.78 %
Return on Assets xxxxxxxxxxxxxxx6.91 %
Return on Equity xxxxxxxxxxxxxxx9.28 %
Return on Total Capital xxxxxxxxxxxxxxx15.78 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx28.7 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx6 M
Total Debt xxxxxxxxxxxxxxx8 M
Goodwill - Gross xxxxxxxxxxxxxxx21 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx70 M
Price To Book Value xxxxxxxxxxxxxxx4.67

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx20.8 M
Capex % of Sales xxxxxxxxxxxxxxx14.79 %
Cost of Goods Sold xxxxxxxxxxxxxxx111 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx7 M
Research & Development xxxxxxxxxxxxxxx1 M
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

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

12/11/2024

1

Buy

$1.78

30.88%

While not ideal, a churn event and downgraded guidance for Infomedia do not materially change Bell Potter's outlook for the company.

The churn occurred in the SimplePart business, observe the analysts, and management has lowered FY25 revenue guidance to $142-149m from $144-154m.

The broker's target falls to $1.78 from $2.00 on lower EPS forecasts and reduced valuation assumptions. Buy.

FORECAST
Bell Potter forecasts a full year FY25 dividend of 4.40 cents and EPS of 6.00 cents.
Bell Potter forecasts a full year FY26 dividend of 4.80 cents and EPS of 6.60 cents.

UBS

xx/xx/xxxx

1

xxx

$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

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

14/11/2024

1

Buy

$1.83

34.56%

Infomedia's management revised FY25 revenue guidance to $142–149m, down from $144–154m.

Moelis notes the revision reflects anticipated churn in the SimplePart segment, where a -$4m annual contract was lost.

The broker notes challenging macroeconomic conditions have led to more conservative guidance, and management expects stable margins while continuing investments in core divisions.

Full-year FY25 earnings will rely on stronger 2H results, supported by contract renewals, the analyst highlights.

Moelis lowers EPS forecasts by -5.5% and -2.9%, for FY25/FY26, respectively.

Buy rating maintained. Target price falls to $1.83 from $1.88.

FORECAST
Moelis forecasts a full year FY25 dividend of 4.50 cents and EPS of 6.60 cents.
Moelis forecasts a full year FY26 dividend of 4.90 cents and EPS of 7.30 cents.
Access Extra Coverage Research History >

IFM STOCK CHART

FNArena News on IFM

1
Australian Broker Call *Extra* Edition – Nov 14, 2024

Nov 14 2024 - Daily Market Reports
2
Infomedia Confident Turnaround Is Happening

Nov 13 2024 - Small Caps
3
In Brief: Retailers That Rock, James Hardie & Infomedia

Nov 08 2024 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Nov 07, 2024

Nov 07 2024 - Daily Market Reports
5
FNArena Corporate Results Monitor – 27-08-2024

Aug 27 2024 - Australia

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