BREVILLE GROUP LIMITED (BRG)
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BRG

BRG - BREVILLE GROUP LIMITED

FNArena Sector : Household & Personal Products
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.64
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

$30.40

17 Jul
2025

0.600

OPEN

$30.62

2.01%

HIGH

$31.08

585,821

LOW

$30.28

TARGET
$35.008 15.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABY . AOV . DSK . MYR . SSG . TRS .
FNARENA'S MARKET CONSENSUS FORECASTS
BRG: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 82.7 92.1 xxx
DPS (cps) xxx 33.0 36.7 xxx
EPS Growth xxx 7.1% 11.4% xxx
DPS Growth xxx 8.2% 11.2% xxx
PE Ratio xxx N/A 33.7 xxx
Dividend Yield xxx N/A 1.2% xxx
Div Pay Ratio(%) xxx 39.9% 39.8% xxx

Dividend yield today if purchased 3 years ago: 1.66%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.06

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: 12/09 - ex-div 17c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx82.7
DPS All xxxxxxxxxxxxxxx33.0
Sales/Revenue xxxxxxxxxxxxxxx1,530.0 M
Book Value Per Share xxxxxxxxxxxxxxx591.4
Net Operating Cash Flow xxxxxxxxxxxxxxx302.6 M
Net Profit Margin xxxxxxxxxxxxxxx7.75 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx14.65 %
Return on Invested Capital xxxxxxxxxxxxxxx11.81 %
Return on Assets xxxxxxxxxxxxxxx8.73 %
Return on Equity xxxxxxxxxxxxxxx14.65 %
Return on Total Capital xxxxxxxxxxxxxxx17.88 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx232.5 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 xxxxxxxxxxxxxxx25 M
Long Term Debt xxxxxxxxxxxxxxx131 M
Total Debt xxxxxxxxxxxxxxx156 M
Goodwill - Gross xxxxxxxxxxxxxxx324 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx138 M
Price To Book Value xxxxxxxxxxxxxxx4.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx62.1 M
Capex % of Sales xxxxxxxxxxxxxxx4.06 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,229 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx117 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

0.6

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

28/05/2025

3

Hold

$30.75

1.15%

Morgans revised forecasts for Breville Group to account for the proposed 30% US tariffs on China-manufactured goods, noting the company is currently significantly exposed to the trade war.

Production shifts to other locations are progressing, and the expectation is for 80% of products destined for the US to be relocated to other countries.

On the positive side, the analyst highlighted SharkNinja's 1Q25 update pointed to strong demand for espresso globally.

The broker lifted FY26 revenue forecast on expectation of at least 6% price increases, but EBIT forecast was lowered by -8.8%. For FY27, EBIT forecast trimmed by -8.3%.

Hold. Target cut to $30.75 from $33.45.

FORECAST
Morgans forecasts a full year FY25 dividend of 37.00 cents and EPS of 92.00 cents.
Morgans forecasts a full year FY26 dividend of 38.00 cents and EPS of 94.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Petra Capital

16/06/2025

3

Hold

$28.60

-5.92%

Petra Capital previously believed Breville Group's project to shift 120v production out of China would offset most of the US tariffs impact from 2H26/FY27.

But it now thinks accelerating this project may do little because of the risk tariffs might be reinstated at higher rates in some SE Asian markets.

The best case scenario is for a successful court ruling against tariffs, while the least preferred is a lift in tariffs in Vietnam, Indonesia and Cambodia.

EPS forecast for FY25 lifted by 1% and by 2.4% for FY26 on revisions to sales and margin forecasts, mostly in FY26. 

Hold. Target rises to $28.60 from $28.00.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 36.30 cents and EPS of 92.20 cents.
Petra Capital forecasts a full year FY26 dividend of 37.90 cents and EPS of 95.90 cents.
Access Extra Coverage Research History >

BRG STOCK CHART

FNArena News on BRG

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 04-07-25

Jul 04 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Jun 30, 2025

Jun 30 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Jun 16, 2025

Jun 16 2025 - Daily Market Reports
4
Rudi’s View: Rate Cut Winners & AI Beneficiaries

May 22 2025 - Rudi's View
5
Rudi’s View: 30 For ’30 & Best Buy Convictions

May 15 2025 - Rudi's View

Latest Household & Personal Products News

1
Breville Group: Brewing Growth Beyond Espresso

Feb 14 2025 - Australia
2
Breville Takes On Trump’s Tariffs

Nov 12 2024 - Australia
3
Breville’s Replacement Cycle Tailwind

Oct 02 2024 - Australia
4
Breville: Struggling

Sep 19 2023 - Technicals
5
Breville: Building Platform For Future Growth

Aug 25 2023 - Australia
6
Shine Comes Off Adore Beauty

Aug 31 2022 - Small Caps
7
BWX: Core Brands, Balance Sheet & Digital For Sale

May 23 2022 - Australia
8
Breville Promises (Lots Of) Growth

Feb 18 2022 - Australia
9
Treasure Chest: BWX Ltd

Nov 26 2021 - Treasure Chest
10
Market Misunderstands Breville’s Strategy

Aug 19 2021 - Australia