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

$2.96

23 Oct
2025

0.040

OPEN

$2.96

1.37%

HIGH

$3.00

18,877

LOW

$2.95

TARGET
$3.817 28.9% 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 FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 12.9 13.7 xxx
DPS (cps) xxx 8.0 8.4 xxx
EPS Growth xxx - 3.3% 6.1% xxx
DPS Growth xxx 1.3% 5.4% xxx
PE Ratio xxx N/A 21.5 xxx
Dividend Yield xxx N/A 2.9% xxx
Div Pay Ratio(%) xxx 62.0% 61.6% xxx

Dividend yield today if purchased 3 years ago: 4.30%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.71

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

15/10/2025

1

Buy

$3.70

25.00%

Ord Minnett observes Beacon Lighting reported moderating sales in late 1Q26 from the positive momentum seen in 4Q25 and early 1Q26. This implies flat y/y sales growth, in the broker's view.

Trade sales remain the key growth driver, supported by new stores at Auburn and Altona and upsizing at Geelong and McGraths Hill stores. The company will also acquire the St Kilda franchised store, further expanding its owned network.

The broker notes 2Q is expected to be more critical for earnings, requiring a slight sales pick-up to meet forecasts.

Target trimmed to $3.70 from $3.85. Buy maintained.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 8.70 cents and EPS of 14.40 cents.
Ord Minnett forecasts a full year FY27 dividend of 10.00 cents and EPS of 16.90 cents.

Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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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

20/10/2025

2

Overweight

$3.40

14.86%

Beacon Lighting reported softer first quarter trading, observes Jarden, with AGM commentary indicating slower store sales momentum from late August through September.

The broker attributes the weakness in retail to a subdued housing market, Reserve Bank of Australia policy uncertainty, and customers delaying purchases ahead of promotional periods. Positively, trade sales continue to grow.

The analyst expects a cyclical housing recovery from FY27, positioning Beacon well to benefit from improved demand and operating leverage when the cycle turns.

The broker lowers its target price to $3.40 from $3.60 on reduced earnings forecasts and retains an Overweight rating.
Access Extra Coverage Research History >

BLX STOCK CHART

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