PLAYSIDE STUDIOS LIMITED (PLY)
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PLY - PLAYSIDE STUDIOS LIMITED

FNArena Sector : Gaming

Year End: June

GICS Industry Group : Media

Debt/EBITDA: -0.12

Index: ALL-ORDS

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$0.21 01 Sep 2025	0.010 OPEN $0.20	5.00% HIGH $0.21	402,142 LOW $0.20

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$0.21

01 Sep
2025

0.010

OPEN

$0.20

5.00%

HIGH

$0.21

402,142

LOW

$0.20

TARGET

$0.43

104.8% upside

OTHER COMPANIES IN THE SAME SECTOR
AGI . ALL . BBT . BET . JIN . LNW . PBH . SGR . SKC . TAH . TLC . TLC .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	- 3.0	- 0.1	xxx
DPS (cps)	xxx	0.0	0.0	xxx
EPS Growth	xxx	N/A	N/A	xxx
DPS Growth	xxx	N/A	N/A	xxx
PE Ratio	xxx	N/A	N/A	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: 0.00%

DIVIDEND YIELD CALCULATOR

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

Copyright © 2025 FactSet UK Limited. All rights reserved

Title	2020	2021	2022	2023	2024	2025
EPS Basic	xxx	xxx	xxx	xxx	xxx	-3.0
DPS All	xxx	xxx	xxx	xxx	xxx	0.0
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	48.7 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	9.6
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	-7.3 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	-24.86 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title	2020	2021	2022	2023	2024	2025
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	-26.76 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	-26.35 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	-19.44 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	-26.76 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	-34.20 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	-8.1 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	2020	2021	2022	2023	2024	2025
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	1 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	0 M
Total Debt	xxx	xxx	xxx	xxx	xxx	1 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	-
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	13 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	1.67

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title	2020	2021	2022	2023	2024	2025
Capex	xxx	xxx	xxx	xxx	xxx	15.2 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	31.21 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	7 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	58 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

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Sentiment Indicator

1.0

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Shaw and Partners	29/08/2025	1	Buy, High Risk	$0.43	104.76%	Shaw and Partners notes Playside Studios' FY25 revenue was down -25% y/y but in line with guidance. Cash EBITDA, total cash costs and gross free cash flow were all better than the broker's forecasts. The focus turns to catalyst-rich FY26-27 pipeline with the MOUSE game set to be a significant revenue event in FY26. The broker expects a final marketing push ahead of the 1H26 launch to provide strong momentum. Early traction in Game of Thrones is encouraging, and further marketing investment is planned through FY26, with a 1H27 launch anticipated to drive a step-up in contribution. The Dumb Ways brand is also positioned for expansion, the broker highlights. The company will provide quantified FY26 guidance closer to the MOUSE launch but expects revenue to be higher vs FY25 and operating costs lower. The broker lowered near-term cash costs forecasts by -6% on lower headcount. Buy, High Risk. Target retained at 43c. FORECAST Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.10 cents. Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 2.90 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Shaw and Partners

29/08/2025

Buy, High Risk

$0.43

104.76%

Shaw and Partners notes Playside Studios' FY25 revenue was down -25% y/y but in line with guidance. Cash EBITDA, total cash costs and gross free cash flow were all better than the broker's forecasts.

The focus turns to catalyst-rich FY26-27 pipeline with the MOUSE game set to be a significant revenue event in FY26. The broker expects a final marketing push ahead of the 1H26 launch to provide strong momentum.

Early traction in Game of Thrones is encouraging, and further marketing investment is planned through FY26, with a 1H27 launch anticipated to drive a step-up in contribution. The Dumb Ways brand is also positioned for expansion, the broker highlights.

The company will provide quantified FY26 guidance closer to the MOUSE launch but expects revenue to be higher vs FY25 and operating costs lower. The broker lowered near-term cash costs forecasts by -6% on lower headcount.

Buy, High Risk. Target retained at 43c.

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.10 cents.
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 2.90 cents.

Access Stockbroker Research History >

EXTRA COVERAGE

Display All Commentary

No. Of Recommendations

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	23/07/2025	1	Buy	$0.50	138.10%	Playside Studios' FY25 trading update with revenue of around $49m was below Canaccord Genuity's forecast of $51m and consensus at $52m, and at the bottom end of previous guidance. The company also flagged an expected loss of -$7m to -$8m against previous guidance of -$6m to -$10m, including restructuring costs of -$1.6m. Cash balance expected to be $13m-$14m, which infers a lower cash burn than anticipated. The downgrade reflects ongoing delays to conversion of larger work-for-hire opportunities in last-stage negotiations, the analyst explains. Buy. Target unchanged at 50c. The rally in the share price by 21% post-announcement is viewed as a relief signal that Playside's liquidity position has improved. FORECAST Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.21 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Canaccord Genuity

23/07/2025

Buy

$0.50

138.10%

Playside Studios' FY25 trading update with revenue of around $49m was below Canaccord Genuity's forecast of $51m and consensus at $52m, and at the bottom end of previous guidance.

The company also flagged an expected loss of -$7m to -$8m against previous guidance of -$6m to -$10m, including restructuring costs of -$1.6m. Cash balance expected to be $13m-$14m, which infers a lower cash burn than anticipated.

The downgrade reflects ongoing delays to conversion of larger work-for-hire opportunities in last-stage negotiations, the analyst explains.

Buy. Target unchanged at 50c. The rally in the share price by 21% post-announcement is viewed as a relief signal that Playside's liquidity position has improved.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.21 cents.

Access Extra Coverage Research History >

PLY STOCK CHART

FNArena News on PLY

1	FNArena Corporate Results Monitor – 29-08-2025 Aug 29 2025 - Australia

2	Australian Broker Call Extra Edition – Jul 23, 2025 Jul 23 2025 - Daily Market Reports

3	Rudi’s View: Extreme Bifurcation Ahead Of August Jul 23 2025 - Rudi's View

4	In Brief: Playside Studios, CSL & Lifestyle Communities Jul 11 2025 - Weekly Reports

5	Australian Broker Call Extra Edition – Jul 09, 2025 Jul 09 2025 - Daily Market Reports

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Dividend Yield Today On Last Actual Payout :	0.00
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
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PLAYSIDE STUDIOS LIMITED (PLY)
Share Price Analysis and Chart