IPD GROUP LIMITED (IPG)
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IPG

IPG - IPD GROUP LIMITED

FNArena Sector : Industrial Sector Contractors & Engineers
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 1.36
Index: ALL-ORDS

0

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.50

27 Aug
2026

-0.140

OPEN

$5.64

-2.48%

HIGH

$5.77

257,661

LOW

$5.48

TARGET
$6.50 18.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
3DA . ALQ . AVD . BOL . BSA . BWN . CG1 . CLG . CVL . CWY . CXL . DOW . DUR . EGL . FLC . LBL . MAD . MPW . MYG . PPK . RWL . SDV . SHA . SND . SSM . SYL . TEA . VBC . VEE . VNT . VYS .
FNARENA'S MARKET CONSENSUS FORECASTS
IPG: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 29.3 32.7 xxx
DPS (cps) xxx 14.7 16.4 xxx
EPS Growth xxx 16.0% 11.5% xxx
DPS Growth xxx 16.7% 11.6% xxx
PE Ratio xxx N/A 16.6 xxx
Dividend Yield xxx N/A 3.0% xxx
Div Pay Ratio(%) xxx 50.1% 50.2% xxx

Dividend yield today if purchased 3 years ago: 3.33%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.70

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: 26/03 - ex-div 6.80c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx29.3
DPS All xxxxxxxxxxxxxxx14.7
Sales/Revenue xxxxxxxxxxxxxxx414.3 M
Book Value Per Share xxxxxxxxxxxxxxx174.9
Net Operating Cash Flow xxxxxxxxxxxxxxx33.0 M
Net Profit Margin xxxxxxxxxxxxxxx7.35 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx17.62 %
Return on Invested Capital xxxxxxxxxxxxxxx13.80 %
Return on Assets xxxxxxxxxxxxxxx9.61 %
Return on Equity xxxxxxxxxxxxxxx17.62 %
Return on Total Capital xxxxxxxxxxxxxxx20.85 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx16.9 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 xxxxxxxxxxxxxxx7 M
Long Term Debt xxxxxxxxxxxxxxx69 M
Total Debt xxxxxxxxxxxxxxx76 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx32 M
Price To Book Value xxxxxxxxxxxxxxx3.25

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx2.6 M
Capex % of Sales xxxxxxxxxxxxxxx0.63 %
Cost of Goods Sold xxxxxxxxxxxxxxx348 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx19 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

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

Bell Potter

17/08/2026

1

Buy

$6.50

18.18%

IPD Group delivered FY26 underlying EBITDA of $55.4m, up 19% y/y and 1% ahead of Bell Potter and consensus, with revenue up 17% to $414m and data centre revenue rising 27% to $71.5m.

The broker highlights broad-based growth across the electrical products distribution, electrical cable and industrial products, and hazardous-area electrical equipment businesses, while the EBITDA margin improved to 13.4% despite a lower gross margin.

Positive momentum is expected to continue into FY27, supported by booming data centre construction investment, robust growth across the portfolio, and potential upside from advanced merger and acquisition opportunities.

EPS forecasts rise 2% across FY27-FY29 on higher revenue expectations. Buy rating retained. Target rises to $6.50 from $6.20.

FORECAST
Bell Potter forecasts a full year FY27 dividend of 16.40 cents and EPS of 32.70 cents.
Bell Potter forecasts a full year FY28 dividend of 18.00 cents and EPS of 35.80 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

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

Moelis

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

Shaw and Partners

17/08/2026

1

Buy

$6.70

21.82%

Shaw and Partners maintains a Buy rating for IPD Group with its target price increased to $6.70 from $5.85 following record FY26 results exceeding guidance.

Revenue expanded 16.8% to $414.3m while underlying EBITDA rose 19.4% to $55.4m, delivering underlying earnings per share of 29.7c alongside a total dividend of 14.7c.

The analyst highlights strong exposure to electrification, artificial intelligence, and data centre growth, observing over 60% of group revenue links to infrastructure expansion markets.

Consistent deleveraging following the Platinum Cables acquisition reduced net debt to $16.4m, leaving leverage at a conservative 0.3x.

The broker's estimates incorporate minor upgrades across FY27 and FY28 earnings per share forecasts, reflecting positive operational momentum and ongoing tender opportunities.

FORECAST
Shaw and Partners forecasts a full year FY27 dividend of 16.90 cents and EPS of 33.70 cents.
Shaw and Partners forecasts a full year FY28 dividend of 17.90 cents and EPS of 35.80 cents.

Taylor Collison

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Extra Coverage Research History >

IPG STOCK CHART

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