GEMLIFE COMMUNITIES GROUP (GLF)
Share Price Analysis and Chart

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GLF - GEMLIFE COMMUNITIES GROUP

FNArena Sector : Infra & Property Developers
Year End: December
GICS Industry Group : Real Estate
Debt/EBITDA: 3.51
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.39

21 Aug
2025

0.060

OPEN

$4.36

1.39%

HIGH

$4.39

762,365

LOW

$4.28

TARGET
$5.30 20.7% upside
OTHER COMPANIES IN THE SAME SECTOR
CMW . CWP . FRI . FWD . GMG . GOZ . GPT . LIC . LLC . MGR . PPC . SFC . SGP . SIO . UOS .
FNARENA'S MARKET CONSENSUS FORECASTS
GLF: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 14.6 23.0 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A 57.3% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 19.1 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: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

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
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Title 20232024
EPS Basic xxx14.6
DPS All xxx0.0
Sales/Revenue xxx267.5 M
Book Value Per Share xxx248.1
Net Operating Cash Flow xxx45.1 M
Net Profit Margin xxx20.79 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20232024
Return on Capital Employed xxx-
Return on Invested Capital xxx-
Return on Assets xxx-
Return on Equity xxx-
Return on Total Capital xxx-
Free Cash Flow ex dividends xxx40.9 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 20232024
Short-Term Debt xxx11 M
Long Term Debt xxx363 M
Total Debt xxx374 M
Goodwill - Gross xxx-
Cash & Equivalents - Generic xxx56 M
Price To Book Value xxx-

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20232024
Capex xxx4.2 M
Capex % of Sales xxx1.57 %
Cost of Goods Sold xxx141 M
Selling, General & Admin. Exp & Other xxx26 M
Research & Development xxx-
Investments - Total xxx1,189 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

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgan Stanley

18/08/2025

1

Initiation of coverage with Overweight

$5.35

21.87%

Morgan Stanley initiates coverage of Gemlife Communities with an Outperform rating and $5.35 target. Industry view: In-line.

The company is a pure land lease and manufactured homes developer with around an 8000 lot pipeline. It generates 13% of earnings from rental income across its communities businesses and 87% from the sale of built houses at its resorts.

Morgan Stanley estimates it can produce a compound growth rate in EPS of around 13% from 2026-2029 and is viewed as "ideal" exposure for a lift in housing purchasing power for its target market of over 50s.

Peers in the residential sector have experienced an uplift in valuations to around 20-30 times in previous residential up cycles, which the analyst believes Gemlife can capitalise on this cycle.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 0.00 cents and EPS of 23.00 cents.
Morgan Stanley forecasts a full year FY26 dividend of 2.10 cents and EPS of 27.00 cents.
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

Wilsons

29/07/2025

1

Initiation of coverage with Overweight

$4.94

12.53%

Wilsons has initiated coverage of Gemlife Communities with an Overweight rating and target price of $4.94.

The broker believes the company is well positioned to benefit from a favourable demand backdrop and generates attractive and stable home build margins.

Importantly, it is well-capitalised and under base case, gearing is expected to reach 29% by FY27 -- the midpoint of management 25-35% target.

The broker's FY25 and 1H26 forecasts are in line with the IPO prospectus with 21% EPS growth estimated in FY26 and 14% in FY27.

Key risks to the share price include delays or shortfalls in home settlement volumes and any covenant pressure on the balance sheet.

FORECAST
Wilsons forecasts a full year FY25 dividend of 1.10 cents and EPS of 22.60 cents.
Wilsons forecasts a full year FY26 dividend of 1.60 cents and EPS of 27.40 cents.
Access Extra Coverage Research History >

GLF STOCK CHART

FNArena News on GLF

1
Australian Broker Call *Extra* Edition – Jul 29, 2025

Jul 29 2025 - Daily Market Reports
2
Next Week At A Glance -7-11 Jul 2025

Jul 04 2025 - Weekly Reports

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