CONTACT ENERGY LIMITED (CEN)
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CEN

CEN - CONTACT ENERGY LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Utilities
Debt/EBITDA: 2.46
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$8.22

27 Oct
2025

-0.130

OPEN

$8.36

-1.56%

HIGH

$8.36

20

LOW

$8.22

OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . DBI . DBI . GNE . GNP . MEZ . ORG . SRJ . TCL .
FNARENA'S MARKET CONSENSUS FORECASTS
CEN: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 31.1 xxx
DPS (cps) 19.4 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 26.5 xxx
Dividend Yield 2.4% xxx
Div Pay Ratio(%) 62.3% xxx
This company reports in NZD.
All estimates have been converted into AUD by FNArena at present FX values.

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

Last ex-div: 27/08 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx37.9
DPS All xxxxxxxxxxxxxxx39.9
Sales/Revenue xxxxxxxxxxxxxxx3,112.3 M
Book Value Per Share xxxxxxxxxxxxxxx318.6
Net Operating Cash Flow xxxxxxxxxxxxxxx470.7 M
Net Profit Margin xxxxxxxxxxxxxxx9.70 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx12.21 %
Return on Invested Capital xxxxxxxxxxxxxxx7.27 %
Return on Assets xxxxxxxxxxxxxxx5.04 %
Return on Equity xxxxxxxxxxxxxxx12.21 %
Return on Total Capital xxxxxxxxxxxxxxx14.84 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-119.5 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx330 M
Long Term Debt xxxxxxxxxxxxxxx1,939 M
Total Debt xxxxxxxxxxxxxxx2,269 M
Goodwill - Gross xxxxxxxxxxxxxxx198 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx476 M
Price To Book Value xxxxxxxxxxxxxxx2.62

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx409.6 M
Capex % of Sales xxxxxxxxxxxxxxx13.16 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,342 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx105 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx161 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

0.5

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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UBS

24/07/2025

3

Resumes coverage with Neutral

-

-

UBS resumes coverage of Contact Energy with a Neutral rating and NZ$9.75 target price post the acquisition of Manawa Energy.

Manawa Energy is expected to contribute to earnings at the start of FY26 and will boost the combined business to forecast FY26 earnings (EBITDAF) of NZ$1bn, commentary points out.

Renewable generation should rise to around 98% of FY26 forecast earnings and circa 88% for FY27 forecast earnings.

The acquisition should also underwrite synergy benefits over the next 18 months to corporate and head office cost outs, commentary suggests, optimising hydro management and peaking, and improved locational generation distribution.

From a macro perspective, UBS highlights NZ electric utilities have had a flat performance over the past nine months and slightly under-performed the NZX50 index due to both regulatory and hydrological risks.

Share price upside is likely to be limited by ongoing high long bond yields, the broker concludes.

FORECAST
UBS forecasts a full year FY26 dividend of 2.36 cents and EPS of 23.90 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

Jarden

20/10/2025

2

Overweight

-

-

Contact Energy's September quarter operating statistics imply to Jarden earnings (EBITDA) of around NZ$100m versus the broker's prior NZ$81m estimate, aided by NZ$13m in insurance proceeds.

The result compares favourably with NZ$85m in September 2024, driven by higher geothermal and hydro generation, firm retail and commercial margins, and lower costs, explains the broker.

The company's minority stake in renewable electricity generator Manawa Energy added NZ$15m in September and NZ$40m year-to-date, highlights the analyst.

Jarden maintains an Overweight rating and NZ$10.76 target price.

FORECAST
Jarden forecasts a full year FY26 dividend of 36.34 cents and EPS of 28.62 cents.
Jarden forecasts a full year FY27 dividend of 38.16 cents and EPS of 30.35 cents.
Access Extra Coverage Research History >

CEN STOCK CHART

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