LGI LIMITED (LGI)
Share Price Analysis and Chart

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LGI

LGI - LGI LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Utilities
Debt/EBITDA: 0.25
Index: ALL-ORDS

LGI is an Australian renewable-energy and carbon-abatement company specialising in the capture of methane from landfill sites. It designs, installs and operates gas-collection infrastructure, then either flares the methane to reduce emissions or uses it to generate electricity. Revenue comes from electricity sales, Large-scale Generation Certificates and Australian Carbon Credit Units, usually shared with the landfill owner under long-term agreements. The company is evolving from a specialist landfill-gas operator into a distributed, flexible-energy business.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.29

24 Aug
2026

-0.140

OPEN

$2.36

-5.76%

HIGH

$2.42

172,390

LOW

$2.29

TARGET
$3.70 61.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . CEN . DBI . DBI . GNE . GNP . MEZ . ORG . SRJ . TCL .
FNARENA'S MARKET CONSENSUS FORECASTS
LGI: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 8.9 8.3 xxx
DPS (cps) xxx 0.0 2.6 xxx
EPS Growth xxx 22.1% - 6.7% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 29.2 xxx
Dividend Yield xxx N/A 1.1% xxx
Div Pay Ratio(%) xxx N/A 30.9% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 18/03 - ex-div 1.25c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx8.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx40.5 M
Book Value Per Share xxxxxxxxxxxxxxx133.9
Net Operating Cash Flow xxxxxxxxxxxxxxx8.5 M
Net Profit Margin xxxxxxxxxxxxxxx21.65 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx9.93 %
Return on Invested Capital xxxxxxxxxxxxxxx8.24 %
Return on Assets xxxxxxxxxxxxxxx7.02 %
Return on Equity xxxxxxxxxxxxxxx9.93 %
Return on Total Capital xxxxxxxxxxxxxxx9.35 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-12.9 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx4 M
Total Debt xxxxxxxxxxxxxxx5 M
Goodwill - Gross xxxxxxxxxxxxxxx0 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx8 M
Price To Book Value xxxxxxxxxxxxxxx2.16

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx24.8 M
Capex % of Sales xxxxxxxxxxxxxxx61.23 %
Cost of Goods Sold xxxxxxxxxxxxxxx26 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx4 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

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

24/08/2026

1

Buy

$4.30

87.77%

Ord Minnett comments LGI delivered FY26 EBITDA of $21.8m, up 26% and in line with expectations, supported by higher carbon-credit and electricity generation.

Cash exceeded Ord Minnett's forecast and the dividend increased to 1.35c. Project delays and the expiry of favourable electricity hedges are expected to keep EBITDA broadly flat in FY27, but stronger-than-anticipated carbon-credit production should provide support.

Earnings growth is forecast to resume in FY28 and accelerate in FY29 as generation capacity expands and electricity prices recover. The broker considers the stock undervalued relative to its growth potential. Buy and the $4.30 target retained.

FORECAST
Ord Minnett forecasts a full year FY27 dividend of 2.30 cents and EPS of 7.80 cents.
Ord Minnett forecasts a full year FY28 dividend of 2.10 cents and EPS of 6.90 cents.

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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

Canaccord Genuity

25/08/2026

1

Buy

$3.65

59.39%

Canaccord Genuity maintains its Buy recommendation for LGI with an unchanged target price of $3.65 following FY26 results featuring revenue of $43.3m and underlying EBITDA of $21.8m.

Growth was supported by strong performances in power generation and ACCU creation alongside robust operational metrics across biogas flows and renewable generation.

The broker's estimates indicate that the medium-term outlook remains positive as the company pursues an objective to expand generation capacity beyond 80MW from the current 21MW.

The analyst highlights that the business possesses good funding visibility through cash on hand, carbon credits, operating cash flow, and a $100m borrowing facility to support planned growth.
Access Extra Coverage Research History >

LGI STOCK CHART

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