IPD GROUP LIMITED (IPG)
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IPG

IPG - IPD GROUP LIMITED

FNArena Sector : Industrial Sector Contractors & Engineers
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.68
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.45

26 May
2026

0.060

OPEN

$5.45

1.11%

HIGH

$5.58

317,272

LOW

$5.38

TARGET
$6.20 13.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
3DA . ALQ . AVD . BOL . BSA . BWN . CG1 . CLG . CVL . CWY . CXL . DOW . DUR . EGL . FLC . LBL . MAD . MPW . PPK . RWL . SDV . SHA . SND . SSM . SYL . TEA . VBC . VEE . VNT . VYS .
FNARENA'S MARKET CONSENSUS FORECASTS
IPG: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 25.3 29.3 xxx
DPS (cps) xxx 12.6 14.6 xxx
EPS Growth xxx 8.5% 15.9% xxx
DPS Growth xxx 16.7% 15.9% xxx
PE Ratio xxx N/A 18.4 xxx
Dividend Yield xxx N/A 2.7% xxx
Div Pay Ratio(%) xxx 49.9% 49.8% xxx

Dividend yield today if purchased 3 years ago: 3.38%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.33

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: 23/09 - ex-div 6.20c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx25.3
DPS All xxxxxxxxxxxxxxx12.6
Sales/Revenue xxxxxxxxxxxxxxx354.7 M
Book Value Per Share xxxxxxxxxxxxxxx158.1
Net Operating Cash Flow xxxxxxxxxxxxxxx39.4 M
Net Profit Margin xxxxxxxxxxxxxxx7.38 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx16.64 %
Return on Invested Capital xxxxxxxxxxxxxxx13.71 %
Return on Assets xxxxxxxxxxxxxxx9.56 %
Return on Equity xxxxxxxxxxxxxxx16.64 %
Return on Total Capital xxxxxxxxxxxxxxx20.03 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx24.3 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 xxxxxxxxxxxxxxx5 M
Long Term Debt xxxxxxxxxxxxxxx27 M
Total Debt xxxxxxxxxxxxxxx32 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx21 M
Price To Book Value xxxxxxxxxxxxxxx1.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx2.1 M
Capex % of Sales xxxxxxxxxxxxxxx0.58 %
Cost of Goods Sold xxxxxxxxxxxxxxx297 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx19 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

Bell Potter

25/05/2026

1

Buy

$6.20

13.76%

IPD Group has provided FY26 EBITDA guidance of $54.5-55.3m with growth at the mid point being 18%. Excluding earnings from the recently acquired Platinum Cables business, underlying EBIT is estimated in a range of $42.7-43.5m, up 19%.

Bell Potter notes data centre revenue is robust in the second half with strong growth also noted across the core business.

Gross margins in the second half are expected to be in line with the first half at around 33.3%, reflecting increased delivery of more complex and competitively-priced orders.

The broker retains a Buy rating and raises the target to $6.20 from $5.30.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 14.60 cents and EPS of 29.30 cents.
Bell Potter forecasts a full year FY27 dividend of 16.20 cents and EPS of 32.10 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

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

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Moelis

25/05/2026

1

Buy

$6.12

12.29%

Moelis retains a Buy rating for IPD Group with a $6.12 target price following a trading update.

Maiden guidance for FY26 anticipates earnings before interest, tax, depreciation and amortisation between $54.5m and $55.3m, implying 18% growth at the midpoint compared to FY25.

Core operations are experiencing strong momentum, led by a 25% year-on-year revenue surge in data centres alongside a return to growth in the CMI business.

Second-half gross margins are expected to remain consistent with the 33% achieved during the first half, despite increasingly complex and competitive orders.

The broker makes modest adjustments to forward earnings per share estimates to incorporate the updated guidance, slightly tempered by margin recalibrations related to an evolving sales mix.

FORECAST
Moelis forecasts a full year FY26 dividend of 14.50 cents and EPS of 29.40 cents.
Moelis forecasts a full year FY27 dividend of 15.90 cents and EPS of 31.90 cents.

Taylor Collison

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Access Extra Coverage Research History >

IPG STOCK CHART

FNArena News on IPG

1
Australian Broker Call *Extra* Edition – May 26, 2026

May 26 2026 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – May 25, 2026

May 25 2026 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Apr 07, 2026

Apr 07 2026 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Mar 03, 2026

Mar 03 2026 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Feb 26, 2026

Feb 26 2026 - Daily Market Reports

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