MONADELPHOUS GROUP LIMITED (MND)
Share Price Analysis and Chart

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MND

MND - MONADELPHOUS GROUP LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.82
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

$16.12

28 Feb
2025

-0.090

OPEN

$15.99

-0.56%

HIGH

$16.27

371,420

LOW

$15.99

TARGET
$16.774 4.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . C79 . CDA . DOW . EHL . GNG . IMD . IPG . IPL . LBL . LYL . MAD . MAH . MIN . MLG . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SGH . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
MND: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 64.1 80.8 xxx
DPS (cps) xxx 58.0 68.8 xxx
EPS Growth xxx 14.7% 26.1% xxx
DPS Growth xxx 18.4% 18.6% xxx
PE Ratio xxx N/A 20.0 xxx
Dividend Yield xxx N/A 4.3% xxx
Div Pay Ratio(%) xxx 90.5% 85.1% xxx

Dividend yield today if purchased 3 years ago: 5.25%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.59

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 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx64.1
DPS All xxxxxxxxxxxxxxx58.0
Sales/Revenue xxxxxxxxxxxxxxx2,008.6 M
Book Value Per Share xxxxxxxxxxxxxxx477.7
Net Operating Cash Flow xxxxxxxxxxxxxxx187.7 M
Net Profit Margin xxxxxxxxxxxxxxx3.10 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx13.77 %
Return on Invested Capital xxxxxxxxxxxxxxx12.03 %
Return on Assets xxxxxxxxxxxxxxx7.51 %
Return on Equity xxxxxxxxxxxxxxx13.77 %
Return on Total Capital xxxxxxxxxxxxxxx14.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx54.7 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 xxxxxxxxxxxxxxx28 M
Long Term Debt xxxxxxxxxxxxxxx67 M
Total Debt xxxxxxxxxxxxxxx94 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx226 M
Price To Book Value xxxxxxxxxxxxxxx2.69

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx88.9 M
Capex % of Sales xxxxxxxxxxxxxxx4.43 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,873 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx59 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx12 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

0.4

No. Of Recommendations

5
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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Morgans

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

19/02/2025

1

Outperform

$17.40

7.94%

Macquarie assesses a strong 1H by Monadelphous Group with underlying margin improvement evident and delivery of both revenue and margin growth in a difficult contractors sector. Consensus EPS upgrades are anticipated.

Profit of $42.5m compared to the broker's $40m forecast and the pre-guided range of between $40-43m.

The analyst forecasts a 12% acceleration in 2H revenue reflecting an Engineering construction (EC) ramp-up and growth in Maintenance.

The target rises to $17.40 from $15.93. Outperform maintained.

FORECAST
Macquarie forecasts a full year FY25 dividend of 73.00 cents and EPS of 83.20 cents.
Macquarie forecasts a full year FY26 dividend of 77.40 cents and EPS of 88.10 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$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

2

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

Goldman Sachs

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Jarden

20/02/2025

3

Downgrade to Neutral from Overweight

$16.10

-0.12%

Monadelphous Group's 1H25 core net profit of $43m was ahead of Jarden's $36m estimate on strong improvement in group EBITDA margins.

Excluding insurance and forex impact, EBITDA margins still grew strongly, up 75bps year on year, Jarden suggests.

The broker has lifted long-run EBITDA margins estimate closer to 7% by FY27. The analyst raised FY25 EPS forecast by 3.8% and FY26 by 4.8%.

Target price rises to $16.1 from $13.5. Rating downgraded to Neutral from Overweight following share price rise.

FORECAST
Jarden forecasts a full year FY25 dividend of 61.90 cents and EPS of 76.20 cents.
Jarden forecasts a full year FY26 dividend of 64.90 cents and EPS of 79.90 cents.
Access Extra Coverage Research History >

MND STOCK CHART

FNArena News on MND

1
Australian Broker Call *Extra* Edition – Mar 03, 2025

12:02 PM - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 21-02-25

Feb 24 2025 - Weekly Reports
3
In Case You Missed It – BC Extra Upgrades & Downgrades – 21-02-25

Feb 21 2025 - Weekly Reports
4
Rudi’s View: Best Ideas & Conviction Calls

Feb 20 2025 - Rudi's View
5
Australian Broker Call *Extra* Edition – Feb 20, 2025

Feb 20 2025 - Daily Market Reports

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