BREVILLE GROUP LIMITED (BRG)
Share Price Analysis and Chart

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BRG

BRG - BREVILLE GROUP LIMITED

FNArena Sector : Household & Personal Products
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.54
Index: ASX200 | ASX300 | ALL-ORDS

Breville is an Australian multinational manufacturer of kitchen products and small electrical appliances. Established in 1932, it became a listed company in 1999.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$31.41

03 Sep
2026

-0.680

OPEN

$31.80

-2.12%

HIGH

$32.22

888,666

LOW

$31.12

TARGET
$37.742 20.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABY . AOV . DSK . MYR . SSG .
FNARENA'S MARKET CONSENSUS FORECASTS
BRG: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 95.5 105.4 xxx
DPS (cps) xxx 38.0 41.3 xxx
EPS Growth xxx 1.1% 10.4% xxx
DPS Growth xxx 2.7% 8.8% xxx
PE Ratio xxx N/A 30.1 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 39.8% 39.2% xxx

Dividend yield today if purchased 3 years ago: 1.61%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.20

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: 11/03 - ex-div 19.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx95.5
DPS All xxxxxxxxxxxxxxx38.0
Sales/Revenue xxxxxxxxxxxxxxx1,810.9 M
Book Value Per Share xxxxxxxxxxxxxxx730.7
Net Operating Cash Flow xxxxxxxxxxxxxxx220.7 M
Net Profit Margin xxxxxxxxxxxxxxx7.63 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx13.60 %
Return on Invested Capital xxxxxxxxxxxxxxx12.25 %
Return on Assets xxxxxxxxxxxxxxx8.64 %
Return on Equity xxxxxxxxxxxxxxx13.60 %
Return on Total Capital xxxxxxxxxxxxxxx18.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx121.8 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx24 M
Long Term Debt xxxxxxxxxxxxxxx130 M
Total Debt xxxxxxxxxxxxxxx153 M
Goodwill - Gross xxxxxxxxxxxxxxx335 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx193 M
Price To Book Value xxxxxxxxxxxxxxx4.42

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx90.5 M
Capex % of Sales xxxxxxxxxxxxxxx5.00 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,463 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx140 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4 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

0.9

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

20/08/2026

1

Overweight

$38.00

20.98%

Breville Group posted 6.7% FY26 revenue growth and 2% in 2H26 at headline, implying a half-on-half growth slowdown after 10%-plus in FY25 and 1H26, Morgan Stanley notes, but in constant currency, group sales rose 9% and Global Product 9.7% in FY26.

Breville posted a record gross margin of 36% in FY26, the broker highlights, with a record 36.8% in 2H26 despite marked uncertainty from tariffs, raw material price inflation, manufacturing diversification, and historically weaker second half seasonality.

The company's headwinds are transitory (FX, COGS volatility, and freight), the broker states, while adding its tailwinds are structural (category growth, competitive position, distribution optionality, faster new product development), and record margins have come with further efficiency gains.

Despite the stock's -4% drop on release in response to transitory headwinds, Morgan Stanley sees the structural story as completely intact. Target falls to $38.00 from $38.20, Overweight retained. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY27 dividend of 42.70 cents and EPS of 107.00 cents.
Morgan Stanley forecasts a full year FY28 dividend of 48.60 cents and EPS of 121.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx 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

24/08/2026

2

Overweight

$34.60

10.16%

Jarden maintains its Overweight recommendation for Breville Group with its target price reduced to $34.60 from $34.90 following a solid FY26 result featuring EBIT growth of 1% year-on-year in line with guidance for slight growth.

Results included healthy second-half constant currency sales growth of 10% year-on-year driven by entering new markets alongside second-half gross margins recovering from a tariff-impacted first half.

Commentary suggests the stock fell due to gross profit and EBIT containing a $4.4m net tariff refund benefit coupled with management indicating a potential return to a normal cadence of 10% EBIT growth in FY27 rather than a catch-up year of higher growth.

The analyst trims EBIT growth forecasts to reflect ongoing cost reinvestment.
Access Extra Coverage Research History >

BRG STOCK CHART

FNArena News on BRG

1
Rudi’s View: Resources, Healthcare & Best Buys

Sep 03 2026 - Rudi's View
2
Australian Broker Call *Extra* Edition – Aug 24, 2026

Aug 24 2026 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 21-08-26

Aug 24 2026 - Weekly Reports
4
FNArena Corporate Results Monitor – 20-08-2026

Aug 20 2026 - Australia
5
Breville Group Poised Post FY26 Challenges

Aug 20 2026 - Australia

Latest Household & Personal Products News

1
Breville Group Poised Post FY26 Challenges

Aug 20 2026 - Australia
2
Breville Positioned For FY27 Earnings Rebound

Mar 06 2026 - Australia
3
Enlarged Myer Stumbles, But Remains Confident

Sep 25 2025 - Small Caps
4
Breville Group: Brewing Growth Beyond Espresso

Feb 14 2025 - Australia
5
Breville Takes On Trump’s Tariffs

Nov 12 2024 - Australia
6
Breville’s Replacement Cycle Tailwind

Oct 02 2024 - Australia
7
Breville: Struggling

Sep 19 2023 - Technicals
8
Breville: Building Platform For Future Growth

Aug 25 2023 - Australia
9
Shine Comes Off Adore Beauty

Aug 31 2022 - Small Caps
10
BWX: Core Brands, Balance Sheet & Digital For Sale

May 23 2022 - Australia