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

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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
$3.50 03 Sep 2025	0.000 OPEN $3.45	0.000 HIGH $3.50	52,358 LOW $3.36

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$3.50

03 Sep
2025

0.000

OPEN

$3.45

0.000

HIGH

$3.50

52,358

LOW

$3.36

TARGET

$3.977

13.6% 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

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	12.9	14.5	xxx
DPS (cps)	xxx	8.0	8.9	xxx
EPS Growth	xxx	- 3.3%	12.3%	xxx
DPS Growth	xxx	1.3%	10.8%	xxx
PE Ratio	xxx	N/A	23.4	xxx
Dividend Yield	xxx	N/A	2.6%	xxx
Div Pay Ratio(%)	xxx	62.0%	61.1%	xxx

Dividend yield today if purchased 3 years ago: 3.24%

DIVIDEND YIELD CALCULATOR

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	2020	2021	2022	2023	2024	2025
EPS Basic	xxx	xxx	xxx	xxx	xxx	12.9
DPS All	xxx	xxx	xxx	xxx	xxx	8.0
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	329.4 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	79.9
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	64.0 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	8.91 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title	2020	2021	2022	2023	2024	2025
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	16.86 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	10.39 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	7.05 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	16.86 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	14.52 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	40.7 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	2020	2021	2022	2023	2024	2025
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	53 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	112 M
Total Debt	xxx	xxx	xxx	xxx	xxx	164 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	14 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	45 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	4.48

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title	2020	2021	2022	2023	2024	2025
Capex	xxx	xxx	xxx	xxx	xxx	10.5 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	3.19 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	102 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	179 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	25 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

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Sentiment Indicator

0.8

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Morgans	xx/xx/xxxx	2	xxxxxxx xx xxxxxxxxxx xxxx xxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Citi	29/08/2025	1	Buy	$4.28	22.29%	After a full review of Beacon Lighting's FY25 result, Citi cut FY26 net profit forecast by -7% and FY27 by -11%, on slower stores rollout than previously expected. Target rises to $4.28 from $3.96 as earnings downgrades were more than offset by higher peer multiples in valuation. Buy retained. In the initial assessment, Citi wrote: Beacon Lighting's FY25 NPAT of $29.4m missed consensus by -2% but was broadly in line with its own forecasts. A final dividend of 3.9cps was declared, broadly in line with consensus's 4c estimate. All in all, Citi considers today's result is further evidence of a broad-based improvement in consumer spending. Considering the improving topline momentum into FY26 and the ongoing success in trade, the broker suggests the stock should be supported today. FORECAST Citi forecasts a full year FY26 dividend of 8.40 cents and EPS of 14.20 cents. Citi forecasts a full year FY27 dividend of 9.50 cents and EPS of 15.90 cents.
Ord Minnett	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

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Morgans

xx/xx/xxxx

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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

Citi

29/08/2025

Buy

$4.28

22.29%

After a full review of Beacon Lighting's FY25 result, Citi cut FY26 net profit forecast by -7% and FY27 by -11%, on slower stores rollout than previously expected.

Target rises to $4.28 from $3.96 as earnings downgrades were more than offset by higher peer multiples in valuation. Buy retained.

In the initial assessment, Citi wrote:

Beacon Lighting's FY25 NPAT of $29.4m missed consensus by -2% but was broadly in line with its own forecasts.

A final dividend of 3.9cps was declared, broadly in line with consensus's 4c estimate.

All in all, Citi considers today's result is further evidence of a broad-based improvement in consumer spending.

Considering the improving topline momentum into FY26 and the ongoing success in trade, the broker suggests the stock should be supported today.

FORECAST
Citi forecasts a full year FY26 dividend of 8.40 cents and EPS of 14.20 cents.
Citi forecasts a full year FY27 dividend of 9.50 cents and EPS of 15.90 cents.

Ord Minnett

xx/xx/xxxx

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

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	-5.71%	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.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Jarden

26/02/2025

Overweight

$3.30

-5.71%

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 >

BLX STOCK CHART

FNArena News on BLX

1	Weekly Ratings, Targets, Forecast Changes – 29-08-25 Sep 01 2025 - Weekly Reports

2	FNArena Corporate Results Monitor – 29-08-2025 Aug 29 2025 - Australia

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4	Rudi’s View: AI Updates, Hot Favourites & First August Results Aug 07 2025 - Rudi's View

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Latest Furniture & Renovation News

1	Strong Momentum Underpins Nick Scali’s FY26 Aug 12 2025 - Australia

2	Reece Battling Tariffs, Competition & Cost Crises Jul 01 2025 - Australia

3	New Broom Clearing The Decks For Adairs Jun 25 2025 - Small Caps

4	Nick Scali’s Margin & UK Opportunity Excites Feb 21 2025 - Small Caps

5	Temple & Webster Embraces The Future Feb 20 2025 - Small Caps

6	Nick Scali’s Transitory Freight Headwind Oct 24 2024 - Small Caps

7	Temple & Webster Spends Up For A Bigger Share Aug 18 2023 - Small Caps

8	Too Harsh On Temple & Webster? Feb 15 2023 - Australia

9	Nick Scali Worth Watching Dec 20 2022 - Technicals

10	Treasure Chest: Temple & Webster Nov 23 2022 - Treasure Chest

Dividend Yield Today On Last Actual Payout :	2.35
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
Tell Me The Dividend After This Many Years

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