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

$2.60

14 Oct
2026

0.300

OPEN

$2.31

13.04%

HIGH

$2.65

124,863

LOW

$2.31

TARGET
$3.85 48.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . CEN . CHI . 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 8.4 xxx
DPS (cps) xxx 2.6 2.6 xxx
EPS Growth xxx 22.1% - 5.6% xxx
DPS Growth xxx 4.0% - 1.3% xxx
PE Ratio xxx N/A 29.9 xxx
Dividend Yield xxx N/A 1.0% xxx
Div Pay Ratio(%) xxx 29.2% 30.6% xxx

Dividend yield today if purchased 3 years ago: 1.24%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.04

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: 09/09 - ex-div 1.35c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx8.9
DPS All xxxxxxxxxxxxxxx2.6
Sales/Revenue xxxxxxxxxxxxxxx40.5 M
Book Value Per Share xxxxxxxxxxxxxxx115.0
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 xxxxxxxxxxxxxxx2.51

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

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

07/10/2026

1

Buy

$3.70

42.31%

Morgans retains its Buy rating on LGI and lifts its target to $3.70 from $3.60 following the acquisition of two Queensland solar farms for -$22m.

This 42MW portfolio is expected to contribute around $1.6m of earnings in FY27 and $2.1m-$4.0m annually thereafter at current electricity prices. These numbers are subject to synergies and Dynamic Asset Control System rollout, management explained.

The acquisition lifts LGI's medium-term capacity target to more than 120MW from 80MW, spanning biogas, solar and batteries, the broker highlights.

FY27-FY29 EPS forecasts rise 0.5%, 2.0% and 2.2%, respectively, while net debt to earnings is expected to remain below 2x.

FORECAST
Morgans forecasts a full year FY27 dividend of 2.60 cents and EPS of 8.10 cents.
Morgans forecasts a full year FY28 dividend of 2.90 cents and EPS of 9.80 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

08/10/2026

1

Buy

$3.75

44.23%

Canaccord Genuity maintains a Buy rating for LGI with its target price increased to $3.75 from $3.65 following the acquisition of two underperforming solar assets in Queensland for -$22m.

The Chinchilla and Brigalow solar farms offer a combined 54 megawatts of installed capacity and operate completely exposed to spot market pricing without power purchase agreements.

The analyst notes that applying the proprietary Dynamic Asset Control System to optimise energy dispatch will potentially double earnings from the assets, generating an estimated $2.1m to $4.0m in annual EBITDA.

Excess installed capacity creates headroom for battery hybridisation, prompting the commencement of preliminary studies across both sites.

Canaccord's estimates for FY28 net profit after tax and earnings per share increase by 7% to reflect the accretive debt-free transaction.
Access Extra Coverage Research History >

LGI STOCK CHART

FNArena News on LGI

1
Australian Broker Call *Extra* Edition – Oct 08, 2026

Oct 08 2026 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Aug 25, 2026

Aug 25 2026 - Daily Market Reports
3
FNArena Corporate Results Monitor – 24-08-2026

Aug 24 2026 - Australia
4
Australian Broker Call *Extra* Edition – Jul 30, 2026

Jul 30 2026 - Daily Market Reports
5
Rudi’s View: July’s Stock Pickers’ Favourites

Jul 09 2026 - Rudi's View

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