IPD GROUP LIMITED (IPG)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

IPG

IPG - IPD GROUP LIMITED

FNArena Sector : Industrial Sector Contractors & Engineers
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.68
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.99

04 Dec
2025

0.000

OPEN

$3.98

0.000

HIGH

$4.01

91,523

LOW

$3.96

TARGET
$5.05 26.6% 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 . PPK . RWL . SDV . SHA . SND . SSM . SYL . VEE . VNT . VYS .
FNARENA'S MARKET CONSENSUS FORECASTS
IPG: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 25.3 29.1 xxx
DPS (cps) xxx 12.6 14.5 xxx
EPS Growth xxx 8.5% 15.0% xxx
DPS Growth xxx 16.7% 15.1% xxx
PE Ratio xxx N/A 14.0 xxx
Dividend Yield xxx N/A 3.6% xxx
Div Pay Ratio(%) xxx 49.9% 49.9% xxx

Dividend yield today if purchased 3 years ago: 4.01%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.10

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: 27/03 - ex-div 4.6c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx25.3
DPS All xxxxxxxxxxxxxxx12.6
Sales/Revenue xxxxxxxxxxxxxxx354.7 M
Book Value Per Share xxxxxxxxxxxxxxx158.1
Net Operating Cash Flow xxxxxxxxxxxxxxx39.4 M
Net Profit Margin xxxxxxxxxxxxxxx7.38 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx16.64 %
Return on Invested Capital xxxxxxxxxxxxxxx13.71 %
Return on Assets xxxxxxxxxxxxxxx9.56 %
Return on Equity xxxxxxxxxxxxxxx16.64 %
Return on Total Capital xxxxxxxxxxxxxxx20.03 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx24.3 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 xxxxxxxxxxxxxxx5 M
Long Term Debt xxxxxxxxxxxxxxx27 M
Total Debt xxxxxxxxxxxxxxx32 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx21 M
Price To Book Value xxxxxxxxxxxxxxx1.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx2.1 M
Capex % of Sales xxxxxxxxxxxxxxx0.58 %
Cost of Goods Sold xxxxxxxxxxxxxxx297 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

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

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

Bell Potter

26/11/2025

1

Buy

$5.00

25.31%

IPD Group offered a four month trading update and 1H26 guidance at its AGM.

Earnings (EBITDA) for 1H26 are guided up 6.1% y/y at the midpoint of $24.8-$25.3m, with Bell Potter forecast at $24.9m and consensus at $24.4m.

The group highlighted robust demand for its integrated electrical solutions across commercial, industrial, infrastructure and data centre construction markets.

The broker makes no changes to its EPS forecasts. No change to Buy rating and $5 target price.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 14.70 cents and EPS of 29.50 cents.
Bell Potter forecasts a full year FY27 dividend of 16.10 cents and EPS of 32.20 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Taylor Collison

26/11/2025

1

Speculative Buy

$4.70

17.79%

Taylor Collison comments the latest update at IPD Group's AGM was more positive than the August earnings report, with an improvement in some of the more challenged divisions and a pick-up in the commercial construction market.

The 1H26 trading update was around $0.5m better than the analyst's forecast and the positive outlook comments have resulted in a lift in the broker's earnings forecasts by 5% for FY26 and 2% for FY27.

Gross margins remain below what is viewed as mid-cycle, while the net cash on the balance sheet has the potential to allow for M&A.

Buy rating retained. Target price rises to $4.70 from $4.50.

FORECAST
Taylor Collison forecasts a full year FY26 dividend of 14.80 cents and EPS of 29.80 cents.
Taylor Collison forecasts a full year FY27 dividend of 16.00 cents and EPS of 31.90 cents.
Access Extra Coverage Research History >

IPG STOCK CHART

FNArena News on IPG

1
Australian Broker Call *Extra* Edition – Dec 02, 2025

Dec 02 2025 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Dec 01, 2025

Dec 01 2025 - Daily Market Reports
3
In Brief: Vection, Macquarie Tech, IPD & Objective

Nov 28 2025 - Weekly Reports
4
Are Markets Ready For Today’s Model-T Moment?

Nov 24 2025 - Australia
5
Australian Broker Call *Extra* Edition – Sep 08, 2025

Sep 08 2025 - Daily Market Reports

Latest Industrial Sector Contractors & Engineers News

1
Downer EDI Brimming With Confidence

Dec 03 2025 - Australia
2
ALS Strikes Gold, With Upside Potential

Nov 21 2025 - Australia
3
Can Ventia Continue to Re-Rate?

Nov 10 2025 - Small Caps
4
Water Megatrend 2.0: Regulations Force Multi-Billion Dollar Investment Boom

Oct 27 2025 - ESG Focus
5
Quenching Growth: How New Desalination Plants Could Boost ASX Stocks

Oct 13 2025 - ESG Focus
6
Introducing ‘Self-Performing’ Contractor Symal

Sep 26 2025 - Small Caps
7
Contractor Duratec’s Secret Sauce

Sep 17 2025 - Small Caps
8
Service Stream’s Positive Defence Surprise

Sep 16 2025 - Small Caps
9
ALS’ Transition Towards More Diversified Future

Jul 09 2025 - Australia
10
Tasmea’s Secret Sauce For Higher-Margin Growth

Jul 07 2025 - Small Caps