PLAYSIDE STUDIOS LIMITED (PLY)
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PLY

PLY - PLAYSIDE STUDIOS LIMITED

FNArena Sector : Gaming
Year End: June
GICS Industry Group : Media
Debt/EBITDA: 0.14
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.20

07 Aug
2025

0.000

OPEN

$0.20

0.000

HIGH

$0.20

45,001

LOW

$0.20

TARGET
$0.43

-0.07 change from previous day

115.0% upside
OTHER COMPANIES IN THE SAME SECTOR
AGI . ALL . BBT . BET . JIN . LNW . PBH . SGR . SKC . TAH . TLC . TLC .
FNARENA'S MARKET CONSENSUS FORECASTS
PLY: 1
Title FY23
Actual
FY24
Actual
FY25
Forecast
FY26
Forecast
EPS (cps) xxx 2.8 - 2.4 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.00

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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx2.8
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx64.6 M
Book Value Per Share xxxxxxxxxxxxxxx12.5
Net Operating Cash Flow xxxxxxxxxxxxxxx18.1 M
Net Profit Margin xxxxxxxxxxxxxxx17.50 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx25.14 %
Return on Invested Capital xxxxxxxxxxxxxxx24.49 %
Return on Assets xxxxxxxxxxxxxxx19.28 %
Return on Equity xxxxxxxxxxxxxxx25.14 %
Return on Total Capital xxxxxxxxxxxxxxx18.97 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx16.8 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 xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx2 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx37 M
Price To Book Value xxxxxxxxxxxxxxx6.51

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx11.6 M
Capex % of Sales xxxxxxxxxxxxxxx17.94 %
Cost of Goods Sold xxxxxxxxxxxxxxx-
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx50 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

08/08/2025

1

Buy, High Risk

$0.43

115.00%

Shaw and Partners has reiterated its Buy, High Risk rating on Playside Studios following a $6.6m equity raising to strengthen its balance sheet ahead of the major game launch Mouse: P.I. For Hire.

The pre-launch metrics for Mouse indicate a material revenue opportunity, highlights the broker, with Playside Studios now forecasting a $24m two-year revenue contribution.

Cash burn is expected to reduce significantly in FY26. Shaw notes improving sentiment in the broader video game industry, which could help convert work-for-hire (WFH) contracts.

The broker lowers its price target to 43c from 50c, reflecting lower forecast cashflows, particularly from WFH contracts.

FORECAST
Shaw and Partners forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -2.40 cents.
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.90 cents.

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

Canaccord Genuity

23/07/2025

1

Buy

$0.50

150.00%

Playside Studios' FY25 trading update with revenue of around $49m was below Canaccord Genuity's forecast of $51m and consensus at $52m, and at the bottom end of previous guidance.

The company also flagged an expected loss of -$7m to -$8m against previous guidance of -$6m to -$10m, including restructuring costs of -$1.6m. Cash balance expected to be $13m-$14m, which infers a lower cash burn than anticipated.

The downgrade reflects ongoing delays to conversion of larger work-for-hire opportunities in last-stage negotiations, the analyst explains.

Buy. Target unchanged at 50c. The rally in the share price by 21% post-announcement is viewed as a relief signal that Playside's liquidity position has improved.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -3.54 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.21 cents.

PLY STOCK CHART