BEACON LIGHTING GROUP LIMITED (BLX)
Share Price Analysis and Chart

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BLX

BLX - BEACON LIGHTING GROUP LIMITED

FNArena Sector : Furniture & Renovation
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.94
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.23

16 Sep
2025

-0.010

OPEN

$3.23

-0.31%

HIGH

$3.31

106,396

LOW

$3.14

TARGET
$3.977 23.1% 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 FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 12.9 14.3 xxx
DPS (cps) xxx 8.0 8.9 xxx
EPS Growth xxx - 3.3% 10.8% xxx
DPS Growth xxx 1.3% 10.8% xxx
PE Ratio xxx N/A 22.8 xxx
Dividend Yield xxx N/A 2.7% xxx
Div Pay Ratio(%) xxx 62.0% 62.0% xxx

Dividend yield today if purchased 3 years ago: 3.56%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.45

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx12.9
DPS All xxxxxxxxxxxxxxx8.0
Sales/Revenue xxxxxxxxxxxxxxx329.4 M
Book Value Per Share xxxxxxxxxxxxxxx79.9
Net Operating Cash Flow xxxxxxxxxxxxxxx64.0 M
Net Profit Margin xxxxxxxxxxxxxxx8.91 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx16.86 %
Return on Invested Capital xxxxxxxxxxxxxxx10.39 %
Return on Assets xxxxxxxxxxxxxxx7.05 %
Return on Equity xxxxxxxxxxxxxxx16.86 %
Return on Total Capital xxxxxxxxxxxxxxx14.52 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx40.7 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx53 M
Long Term Debt xxxxxxxxxxxxxxx112 M
Total Debt xxxxxxxxxxxxxxx164 M
Goodwill - Gross xxxxxxxxxxxxxxx14 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx45 M
Price To Book Value xxxxxxxxxxxxxxx4.48

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx10.5 M
Capex % of Sales xxxxxxxxxxxxxxx3.19 %
Cost of Goods Sold xxxxxxxxxxxxxxx102 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx179 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx25 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

0.8

No. Of Recommendations

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

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

29/08/2025

2

Upgrade to Accumulate from Hold

$3.80

17.65%

Beacon Lighting missed FY25 earnings expectations with net profit after tax below Morgans' estimate by -6.6% and -2.3% lower than consensus. Like for like sales of 1.5% growth came in under forecast by -2%.

Sales accelerated into 4Q25, the analyst suggests around 3% growth with mixed performance across states. Qld, WA and SA robust, and NSW, VIC soft. Trade sales were a positive, up 24% and representing 40% of "all relevant sales" for FY25.

Gross margin rose 20bps to 69%, a beat as the mix switched to trade and was viewed as a good result given promotional activity.

Morgans lowers its net profit after tax forecasts by -9% and -7% for higher D&A and interest cost assumptions.

The company is seen as well positioned for a turnaround in consumer sentiment, and with only 6% of the $2bn trade market for lighting & fans there is considerable scope for market share growth.

Stock is upgraded to Accumulate from Hold. Target rises to $3.80 from $3.55.

FORECAST
Morgans forecasts a full year FY26 dividend of 9.00 cents and EPS of 14.00 cents.
Morgans forecasts a full year FY27 dividend of 10.00 cents and EPS of 16.00 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

26/02/2025

2

Overweight

$3.30

2.17%

Jarden notes Beacon Lighting's 1H25 result was solid with gross margins flat y/y but up 40bps sequentially at 69.3%.

The key driver of the result was trade, which is growing share, but the highlight was retail, the broker assures, showing signs of improvement.

Retail was down -3% y/y, but with some green shoots emerging as R&R recovers and the easing cycle begins. The broker isn't forecasting a turnaround until FY26, but sees scope for this to arrive earlier.

The broker cut FY25-26 EBIT forecasts by -1-2%. Target price rises to $3.3 from $3.0 on better margins and cost management. Overweight maintained.

FORECAST
Jarden forecasts a full year FY26 dividend of 10.00 cents and EPS of 15.90 cents.
Access Extra Coverage Research History >

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