BIG RIVER INDUSTRIES LIMITED (BRI)
Share Price Analysis and Chart

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BRI - BIG RIVER INDUSTRIES LIMITED

FNArena Sector : Building Products & Services

Year End: June

GICS Industry Group : Materials

Debt/EBITDA: 2.45

Index: ALL-ORDS

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$1.29 21 Mar 2025	-0.020 OPEN $1.31	-1.53% HIGH $1.32	37,399 LOW $1.29

TARGET

$1.76

36.4% upside

Franking for last dividend paid out: 100%

OTHER COMPANIES IN THE SAME SECTOR
ACF . BKW . FBR . FBU . JHX . JLG . MGH . RWC . SFC . SRG . WGN .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY23 Actual	FY24 Actual	FY25 Forecast	FY26 Forecast
EPS (cps)	xxx	9.6	6.5	xxx
DPS (cps)	xxx	7.5	4.6	xxx
EPS Growth	xxx	- 64.2%	- 32.2%	xxx
DPS Growth	xxx	- 56.1%	- 38.7%	xxx
PE Ratio	xxx	N/A	20.0	xxx
Dividend Yield	xxx	N/A	3.5%	xxx
Div Pay Ratio(%)	xxx	78.2%	70.8%	xxx

Dividend yield today if purchased 3 years ago: 3.26%

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: 30/08 - ex-div 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD

Copyright © 2025 FactSet UK Limited. All rights reserved

Title	2019	2020	2021	2022	2023	2024
EPS Basic	xxx	xxx	xxx	xxx	xxx	9.6
DPS All	xxx	xxx	xxx	xxx	xxx	7.5
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	414.7 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	139.7
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	18.6 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	1.94 %

EPS Basic

Negative
Growth
Slowing

DPS All

Negative
Growth
Slowing

Sales/Revenue

Negative
Growth
Slowing

Book Value Per Share

Negative
Growth
Slowing

Net Operating Cash Flow

Negative
Growth
Slowing

Net Profit Margin

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	6.70 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	4.34 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	2.79 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	6.70 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	8.61 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	4.2 M

Return on Capital Employed

Negative
Growth
Slowing

Return on Invested Capital

Negative
Growth
Slowing

Return on Assets

Negative
Growth
Slowing

Return on Equity

Negative
Growth
Slowing

Return on Total Capital

Negative
Growth
Slowing

Free Cash Flow ex dividends

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	10 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	69 M
Total Debt	xxx	xxx	xxx	xxx	xxx	79 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	53 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	20 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	0.97

Short-Term Debt

Negative
Growth
Slowing

Long Term Debt

Negative
Growth
Slowing

Total Debt

Negative
Growth
Slowing

Goodwill - Gross

Negative
Growth
Slowing

Cash & Equivalents - Generic

Negative
Growth
Slowing

Price To Book Value

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Capex	xxx	xxx	xxx	xxx	xxx	2.9 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	0.69 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	371 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	27 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	0 M

Capex

Negative
Growth
Slowing

Capex % of Sales

Negative
Growth
Slowing

Cost of Goods Sold

Negative
Growth
Slowing

Selling, General & Admin. Exp & Other

Negative
Growth
Slowing

Research & Development

Investments - Total

Negative
Growth
Slowing

Negative

Growth

Slowing

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Ord Minnett	19/02/2025	1	Buy	$1.76	36.43%	Big River Industries delivered a solid 1H25 result given the tough operating environment, with revenue and EBITDA beating Ord Minnett's forecasts by 4% and 9% respectively. The broker highlights both revenue and profit showed sequential improvements, providing early signs a trough in the cycle may have been reached. The broker increased FY25-27 EBITDA estimates by an average of 2.9%. Buy rating maintained. Target price lifts to $1.76 from $1.73. FORECAST Ord Minnett forecasts a full year FY25 dividend of 4.60 cents and EPS of 6.50 cents. Ord Minnett forecasts a full year FY26 dividend of 7.20 cents and EPS of 10.60 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Ord Minnett

19/02/2025

Buy

$1.76

36.43%

Big River Industries delivered a solid 1H25 result given the tough operating environment, with revenue and EBITDA beating Ord Minnett's forecasts by 4% and 9% respectively.

The broker highlights both revenue and profit showed sequential improvements, providing early signs a trough in the cycle may have been reached.

The broker increased FY25-27 EBITDA estimates by an average of 2.9%. Buy rating maintained. Target price lifts to $1.76 from $1.73.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 4.60 cents and EPS of 6.50 cents.
Ord Minnett forecasts a full year FY26 dividend of 7.20 cents and EPS of 10.60 cents.

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
Moelis	xx/xx/xxxx	3	xxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Taylor Collison	04/12/2024	3	Initiation of coverage with Hold	-	-	Taylor Collison initiates coverage of Big River Industries with a Hold rating, with the analyst seeking a "stabilisation" in housing approvals before "committing" to the stock. The broker highlights the acquisitive nature of the company post-IPO, with 15 companies added, contributing $210m in revenue at the time of purchase. The strategy has expanded both its geographic reach and a move into higher-margin panels to temper margin volatility. Big River is a long-standing distributor of building materials and a major player in timber panels, including veneer, plywood, and framework. Competition from lower-cost imports has driven a shift away from low-value manufacturing to "leveraging" supplier relationships. FORECAST Taylor Collison forecasts a full year FY25 dividend of 2.70 cents and EPS of 5.30 cents. Taylor Collison forecasts a full year FY26 dividend of 5.00 cents and EPS of 8.30 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Moelis

xx/xx/xxxx

xxxx

$xx.xx

xx.xx%

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

Taylor Collison

04/12/2024

Initiation of coverage with Hold

Taylor Collison initiates coverage of Big River Industries with a Hold rating, with the analyst seeking a "stabilisation" in housing approvals before "committing" to the stock.

The broker highlights the acquisitive nature of the company post-IPO, with 15 companies added, contributing $210m in revenue at the time of purchase. The strategy has expanded both its geographic reach and a move into higher-margin panels to temper margin volatility.

Big River is a long-standing distributor of building materials and a major player in timber panels, including veneer, plywood, and framework. Competition from lower-cost imports has driven a shift away from low-value manufacturing to "leveraging" supplier relationships.

FORECAST
Taylor Collison forecasts a full year FY25 dividend of 2.70 cents and EPS of 5.30 cents.
Taylor Collison forecasts a full year FY26 dividend of 5.00 cents and EPS of 8.30 cents.

Access Extra Coverage Research History >

BRI STOCK CHART

FNArena News on BRI

1	FNArena Corporate Results Monitor – 19-02-2025 Feb 19 2025 - Australia

2	Australian Broker Call Extra Edition – Feb 19, 2025 Feb 19 2025 - Daily Market Reports

3	Acrow’s Contact Win & Record Pipeline Dec 11 2024 - Small Caps

4	In Brief: Northern Star, Worley, Bravura & Big River Dec 06 2024 - Weekly Reports

5	Australian Broker Call Extra Edition – Dec 04, 2024 Dec 04 2024 - Daily Market Reports

Latest Building Products & Services News

1	America Not The Main Game For Brickworks Mar 12 2025 - Small Caps

2	Acrow’s Contact Win & Record Pipeline Dec 11 2024 - Small Caps

3	Cyclically Challenged Brickworks Prioritises Cash Oct 01 2024 - Australia

4	Bottom’s In For James Hardie Jun 18 2024 - Technicals

5	Boral Beats, Outlook Cautious Feb 12 2024 - Australia

6	Brickworks Underestimated & Cheap, Brokers Say Oct 04 2023 - Australia

7	Analysts In Love With James Hardie, Yet Again Aug 23 2023 - Australia

8	Johns Lyng And The Weather Factor Jun 26 2023 - Small Caps

9	Treasure Chest: Boral To Prove Sceptics Wrong? Apr 04 2023 - Treasure Chest

10	Added Bite from Reliance Worldwide’s New Products Mar 30 2023 - Australia

Dividend Yield Today On Last Actual Payout :	5.77
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
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BIG RIVER INDUSTRIES LIMITED (BRI)
Share Price Analysis and Chart