ELSIGHT LIMITED (ELS)
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ELS

ELS - ELSIGHT LIMITED

FNArena Sector : Military & Defence
Year End: December
GICS Industry Group : Technology Hardware & Equipment
Debt/EBITDA: 0.03
Index: ASX300 | ALL-ORDS | ALL-TECH

Elsight develops communications technology providing secure and resilient connectivity for drones and other unmanned systems.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$6.17

03 Aug
2026

0.580

OPEN

$5.50

10.38%

HIGH

$6.17

1,155,191

LOW

$5.48

TARGET
$8.20 32.9% upside
OTHER COMPANIES IN THE SAME SECTOR
DRO . EOS .
FNARENA'S MARKET CONSENSUS FORECASTS
ELS: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 5.9 11.7 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A 99.1% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 56.1 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
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx5.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx35.4 M
Book Value Per Share xxxxxxxxxxxxxxx34.8
Net Operating Cash Flow xxxxxxxxxxxxxxx30.6 M
Net Profit Margin xxxxxxxxxxxxxxx32.83 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx29.65 %
Return on Invested Capital xxxxxxxxxxxxxxx29.58 %
Return on Assets xxxxxxxxxxxxxxx23.26 %
Return on Equity xxxxxxxxxxxxxxx29.65 %
Return on Total Capital xxxxxxxxxxxxxxx22.15 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx30.6 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 xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx89 M
Price To Book Value xxxxxxxxxxxxxxx8.85

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx0.3 M
Capex % of Sales xxxxxxxxxxxxxxx0.96 %
Cost of Goods Sold xxxxxxxxxxxxxxx11 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx15 M
Research & Development xxxxxxxxxxxxxxx5 M
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

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

23/07/2026

1

Buy

$8.20

32.90%

Elsight posted unaudited revenue of $11.8m in the second quarter, 9% ahead of Bell Potter's forecasts and up 211% year-on-year. The broker estimates around 18% of revenue was generated from non-OEM customers.

The company expects to report net profit ahead of $10m, implying at least a 43% margin. This appears driven by slower-than-expected scaling of costs.

Bell Potter asserts the business has developed a market-leading product, leveraged to the proliferation of unmanned systems in both defence and commercial contexts.

Target is raised to $8.20 from $8.10 and a Buy rating is maintained.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of 11.71 cents.
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of 19.46 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

Canaccord Genuity

17/06/2026

1

Initiation of coverage with Speculative Buy

$10.90

76.66%

Canaccord Genuity initiates coverage on Elsight with a Speculative Buy rating and a $10.90 target price based on escalating multi-link connectivity demand for unmanned aerial systems.

The communication provider services more than 80 original equipment manufacturers operating beyond visual line of sight.

Commentary states accelerated spending on drone defenses due to the Ukraine-Russia conflict underpins a major structural demand tailwind within European markets.

The analyst notes high 75% gross margins and a capital-light operating architecture combine to deliver strong near-term free cash flow generation.

Hardware placements act as an initial commercial lead indicator to build long-term high-margin recurring software subscription streams.
Access Extra Coverage Research History >

ELS STOCK CHART

FNArena News on ELS

1
Treasure Chest: Elsight & Electro Optic Systems

Jun 17 2026 - Treasure Chest
2
Australian Broker Call *Extra* Edition – Jun 17, 2026

Jun 17 2026 - Daily Market Reports
3
Next Week At A Glance – 7-10 Apr 2026

Apr 03 2026 - Weekly Reports
4
Rudi’s View: Don’t Mistake Orderly for Safety

Apr 01 2026 - Rudi's View
5
Next Week At A Glance – 23-27 Mar 2026

Mar 20 2026 - Weekly Reports

Latest Military & Defence News

1
Treasure Chest: Elsight & Electro Optic Systems

Jun 17 2026 - Treasure Chest