BEACON LIGHTING GROUP LIMITED (BLX)
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BLX

BLX - BEACON LIGHTING GROUP LIMITED

FNArena Sector : Furniture & Renovation
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.85
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.40

21 Feb
2025

0.060

OPEN

$3.34

1.80%

HIGH

$3.43

41,222

LOW

$3.33

TARGET
$3.703 8.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ADH . GWA . HVN . JBH . JYC . NCK . REH . TPW .
FNARENA'S MARKET CONSENSUS FORECASTS
BLX: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 13.4 13.4 xxx
DPS (cps) xxx 7.9 7.1 xxx
EPS Growth xxx - 11.3% 0.4% xxx
DPS Growth xxx - 4.8% - 9.7% xxx
PE Ratio xxx N/A 25.2 xxx
Dividend Yield xxx N/A 2.1% xxx
Div Pay Ratio(%) xxx 59.2% 53.2% xxx

Dividend yield today if purchased 3 years ago: 3.21%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.34

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 3.8c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx13.4
DPS All xxxxxxxxxxxxxxx7.9
Sales/Revenue xxxxxxxxxxxxxxx323.5 M
Book Value Per Share xxxxxxxxxxxxxxx73.1
Net Operating Cash Flow xxxxxxxxxxxxxxx75.1 M
Net Profit Margin xxxxxxxxxxxxxxx9.30 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx19.12 %
Return on Invested Capital xxxxxxxxxxxxxxx11.51 %
Return on Assets xxxxxxxxxxxxxxx8.20 %
Return on Equity xxxxxxxxxxxxxxx19.12 %
Return on Total Capital xxxxxxxxxxxxxxx16.13 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx52.5 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 xxxxxxxxxxxxxxx52 M
Long Term Debt xxxxxxxxxxxxxxx105 M
Total Debt xxxxxxxxxxxxxxx157 M
Goodwill - Gross xxxxxxxxxxxxxxx14 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx36 M
Price To Book Value xxxxxxxxxxxxxxx3.42

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx9.0 M
Capex % of Sales xxxxxxxxxxxxxxx2.78 %
Cost of Goods Sold xxxxxxxxxxxxxxx100 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx173 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx20 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

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

21/02/2025

1

Buy

$3.96

16.47%

Citi raises its target for Beacon Lighting by 37% to $3.96 following interim results showing strong execution on trade, gross margins, and cost management, despite a slight miss against the trading update expectations.

The broker sees some revenue disappointment against 2H expectations but believes this will be offset by falling interest rates and management’s turnaround efforts in Victoria, which accounts for 29% of Beacon stores.

The US business continues to underperform, and Citi recommends an exit to redeploy capital into higher-growth markets.

The Buy rating is maintained.

FORECAST
Citi forecasts a full year FY25 dividend of 7.60 cents and EPS of 12.70 cents.
Citi forecasts a full year FY26 dividend of 9.00 cents and EPS of 15.30 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$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

30/10/2024

2

Overweight

$3.00

-11.76%

Post Beacon Lighting's AGM update, Jarden sees stable trade growth and a potential retail recovery in FY26.

Management highlighted robust momentum in the trade segment, offsetting softness in retail, with trade expected to achieve a 16.5% compound average growth rate through FY28.

Jarden's EPS forecast is lowered slighly for FY25 with FY26-27 estimates revised up by around 1-2%.

The gross margin forecast remains stable at 68%, supported by cost control and new product releases. 

Target rises to $3 from $2.70, Overweight retained.

FORECAST
Jarden forecasts a full year FY25 dividend of 9.90 cents and EPS of 13.80 cents.
Jarden forecasts a full year FY26 dividend of 11.00 cents and EPS of 16.20 cents.
Access Extra Coverage Research History >

BLX STOCK CHART

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1
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Feb 22 2025 - Australia
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Latest Furniture & Renovation News

1
Nick Scali’s Margin & UK Opportunity Excites

Feb 21 2025 - Small Caps
2
Temple & Webster Embraces The Future

Feb 20 2025 - Small Caps
3
Nick Scali’s Transitory Freight Headwind

Oct 24 2024 - Small Caps
4
Temple & Webster Spends Up For A Bigger Share

Aug 18 2023 - Small Caps
5
Too Harsh On Temple & Webster?

Feb 15 2023 - Australia
6
Nick Scali Worth Watching

Dec 20 2022 - Technicals
7
Treasure Chest: Temple & Webster

Nov 23 2022 - Treasure Chest
8
Temple & Webster Outperforming Peers

Feb 11 2022 - Australia
9
Nick Scali Settles On Plush Sofas

Oct 06 2021 - Small Caps
10
Re-Rating In View As Beacon Lighting Expands

Aug 23 2021 - Small Caps