MONADELPHOUS GROUP LIMITED (MND)
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MND

MND - MONADELPHOUS GROUP LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.58
Index: ASX200 | ASX300 | ALL-ORDS

Monadelphous is an Australian engineering company providing construction, maintenance and industrial services to the resource, energy and infrastructure sectors. Formed in 1989, it listed on the ASX in 1991.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$26.24

18 Nov
2025

-1.500

OPEN

$27.35

-5.41%

HIGH

$27.35

417,660

LOW

$26.19

TARGET
$25.822 -1.6% downside
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 . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RUL . SGH . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
MND: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 85.0 101.7 xxx
DPS (cps) xxx 72.0 89.7 xxx
EPS Growth xxx 32.7% 19.7% xxx
DPS Growth xxx 24.1% 24.6% xxx
PE Ratio xxx N/A 25.7 xxx
Dividend Yield xxx N/A 3.4% xxx
Div Pay Ratio(%) xxx 84.7% 88.2% xxx

Dividend yield today if purchased 3 years ago: 5.19%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.75

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: 05/09 - ex-div 33c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx85.0
DPS All xxxxxxxxxxxxxxx72.0
Sales/Revenue xxxxxxxxxxxxxxx2,153.2 M
Book Value Per Share xxxxxxxxxxxxxxx503.7
Net Operating Cash Flow xxxxxxxxxxxxxxx81.0 M
Net Profit Margin xxxxxxxxxxxxxxx3.89 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx17.38 %
Return on Invested Capital xxxxxxxxxxxxxxx15.43 %
Return on Assets xxxxxxxxxxxxxxx8.85 %
Return on Equity xxxxxxxxxxxxxxx17.38 %
Return on Total Capital xxxxxxxxxxxxxxx16.49 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx6.0 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 xxxxxxxxxxxxxxx25 M
Long Term Debt xxxxxxxxxxxxxxx55 M
Total Debt xxxxxxxxxxxxxxx80 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx206 M
Price To Book Value xxxxxxxxxxxxxxx3.49

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx13.9 M
Capex % of Sales xxxxxxxxxxxxxxx0.64 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,999 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx60 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx17 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

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

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xx.xx%

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Macquarie

11/11/2025

1

Outperform

$26.36

0.46%

Monadelphous Group continues to benefit from elevated activity across both engineering and maintenance operations, highlights Macquarie. Management expects 1H26 revenue will rise 43% to $1.5bn, more than 20% above consensus.

The broker forecasts FY26 revenue growth of 26%, supported by strong demand in energy, renewables, and iron ore sustaining projects.

Macquarie feels operating leverage and favourable project mix will lift margins modestly, with the broker's FY26 earnings (EBITDA) margin forecast at 7.0%.

The analyst raises FY26-28 EPS forecasts by 14-20% on higher revenue and margin assumptions.

Macquarie retains an Outperform rating and raises its target to $26.36 from $22.17.

FORECAST
Macquarie forecasts a full year FY26 dividend of 97.00 cents and EPS of 111.10 cents.
Macquarie forecasts a full year FY27 dividend of 101.60 cents and EPS of 116.10 cents.

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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UBS

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

Jarden

21/08/2025

2

Overweight

$21.50

-18.06%

Monadelphous delivered FY25 profit of $84m, 6% ahead of consensus. Jarden notes this outcome was supported by strong Engineering & Construction revenue growth of 30% year-on-year and improving Maintenance & Industrial activity through the second half.

The broker feels this level should now form a base for sustained activity after a subdued period, with group earnings (EBITDA) margins benefitting from a more balanced business mix.

Jarden sees earnings margins of around 7% sustainable into FY26, even after stripping out the one-off insurance benefit in FY25.

The broker forecasts revenue growth of 6.5% for FY26, underpinned by $2.5bn of secured work and a 22% lift in unsatisfied performance obligations.

Jarden lifts its core EPS forecasts across FY26/27 on stronger revenue and margin expectations. The target price rises to $21.50 from $18.60. Overweight rating retained.

FORECAST
Jarden forecasts a full year FY26 dividend of 69.00 cents and EPS of 88.80 cents.
Jarden forecasts a full year FY27 dividend of 70.50 cents and EPS of 90.80 cents.
Access Extra Coverage Research History >

MND STOCK CHART

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