MONADELPHOUS GROUP LIMITED (MND)
Share Price Analysis and Chart

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MND - MONADELPHOUS GROUP LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.96
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

$12.56

22 Jul
2024

0.050

OPEN

$12.50

0.40%

HIGH

$12.59

156,906

LOW

$12.45

TARGET
$14.817 18.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . C79 . CDA . CDD . DCG . DOW . EHL . GNG . IMD . IPG . IPL . LBL . LYL . MAD . MAH . MIN . MLG . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SRG . SVW . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
MND: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx 55.9 62.6 xxx
DPS (cps) xxx 49.0 51.3 xxx
EPS Growth xxx 1.7% 12.0% xxx
DPS Growth xxx 0.0% 4.7% xxx
PE Ratio xxx N/A 20.1 xxx
Dividend Yield xxx N/A 4.1% xxx
Div Pay Ratio(%) xxx 87.7% 82.0% xxx

Dividend yield today if purchased 3 years ago: 4.54%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

3.92

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: 06/03 - ex-div 25c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx55.9
DPS All xxxxxxxxxxxxxxx49.0
Sales/Revenue xxxxxxxxxxxxxxx1,721.0 M
Book Value Per Share xxxxxxxxxxxxxxx454.6
Net Operating Cash Flow xxxxxxxxxxxxxxx93.3 M
Net Profit Margin xxxxxxxxxxxxxxx3.11 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx12.60 %
Return on Invested Capital xxxxxxxxxxxxxxx10.85 %
Return on Assets xxxxxxxxxxxxxxx6.87 %
Return on Equity xxxxxxxxxxxxxxx12.60 %
Return on Total Capital xxxxxxxxxxxxxxx11.29 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx32.2 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx24 M
Long Term Debt xxxxxxxxxxxxxxx64 M
Total Debt xxxxxxxxxxxxxxx89 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx178 M
Price To Book Value xxxxxxxxxxxxxxx2.58

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx19.0 M
Capex % of Sales xxxxxxxxxxxxxxx1.11 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,602 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx59 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx15 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

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxxxxx xx xxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

21/02/2024

1

Outperform

$15.05

19.82%

Monadelphous Group's December-half result appears to have roughly met Macquarie's forecasts, cash proving the highlight, the company posting cash conversion of 260%.

The company closed the half with record net cash of $250m and the broker expects the company is likely to deploy its strong balance sheet in service of bolt-on acquisitions. Management reaffirmed guidance.

The broker observes the company's bidding pipeline has been backfilled and remains strong and steady although tender competition is rising. Macquarie says this should cushion Monadelphous Group from recent commodity price volatility.

EPS forecasts rise 0.1% in FY24; fall -3% for FY25; and fall -2% in FY26.

Outperform rating retained. Target price edges up to $15.10 from $15.05.

FORECAST
Macquarie forecasts a full year FY24 dividend of 50.70 cents and EPS of 65.40 cents.
Macquarie forecasts a full year FY25 dividend of 56.40 cents and EPS of 77.80 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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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

Jarden

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

01/03/2024

5

Sell

$12.30

-2.07%

Post the 1H24 results for Monadelphous Group, Goldman Sachs makes some minor changes to earnings, lifting FY24 EBITDA by 1% and downgrading FY25 and FY26 by -2% and -4%, respectively.

The Sell rating is unchanged and the target $12.30.

FORECAST
Goldman Sachs forecasts a full year FY24 EPS of 60.00 cents.
Goldman Sachs forecasts a full year FY25 EPS of 74.00 cents.

MND STOCK CHART