MONADELPHOUS GROUP LIMITED (MND)
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MND - MONADELPHOUS GROUP LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.82
Index: ASX200 | ASX300 | ALL-ORDS

Monadelphous is an Australian engineering company providing construction, maintenance and industrial services to the resource, energy and infrastructure sectors. Formed in 1989, it listed on the ASX in 1991.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$13.45

17 Dec
2024

0.140

OPEN

$13.31

1.05%

HIGH

$13.51

162,377

LOW

$13.20

TARGET
$14.468 7.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . C79 . CDA . CDD . DOW . EHL . GNG . IMD . IPG . IPL . LBL . LYL . MAD . MAH . MIN . MLG . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SGH . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
MND: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 64.1 69.5 xxx
DPS (cps) xxx 58.0 64.9 xxx
EPS Growth xxx 14.7% 8.5% xxx
DPS Growth xxx 18.4% 11.9% xxx
PE Ratio xxx N/A 19.4 xxx
Dividend Yield xxx N/A 4.8% xxx
Div Pay Ratio(%) xxx 90.5% 93.3% xxx

Dividend yield today if purchased 3 years ago: 5.85%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.30

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: 05/09 - ex-div 33c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx64.1
DPS All xxxxxxxxxxxxxxx58.0
Sales/Revenue xxxxxxxxxxxxxxx2,008.6 M
Book Value Per Share xxxxxxxxxxxxxxx477.7
Net Operating Cash Flow xxxxxxxxxxxxxxx187.7 M
Net Profit Margin xxxxxxxxxxxxxxx3.10 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx13.77 %
Return on Invested Capital xxxxxxxxxxxxxxx12.03 %
Return on Assets xxxxxxxxxxxxxxx7.51 %
Return on Equity xxxxxxxxxxxxxxx13.77 %
Return on Total Capital xxxxxxxxxxxxxxx14.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx54.7 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx28 M
Long Term Debt xxxxxxxxxxxxxxx67 M
Total Debt xxxxxxxxxxxxxxx94 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx226 M
Price To Book Value xxxxxxxxxxxxxxx2.69

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx88.9 M
Capex % of Sales xxxxxxxxxxxxxxx4.43 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,873 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx59 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx12 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

0.4

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

19/11/2024

1

Buy

$16.20

20.45%

Monadelphous Group has updated its shareholders today with a more upbeat outlook compared to three months ago, Citi analysts observe.

Momentum is anticipated to accelerate in H2 with the services provider having secured $1.5bn in work to date in FY25.

Citi analysts comment they are being "encouraged" by the favourable mix shift in segmental contract wins. As the percentage of E&C contracts is rising, the broker is not surprised management expects a better margin outcome.

Buy. Target $16.20. Citi remains positive on the company's prospects.

FORECAST
Citi forecasts a full year FY25 dividend of 65.20 cents and EPS of 71.40 cents.
Citi forecasts a full year FY26 dividend of 68.40 cents and EPS of 74.90 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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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

Jarden

22/08/2024

2

Overweight

$13.50

0.37%

Monadelphous Group's guidance for FY25 has come in better than "feared" according to Jarden and resulted in slight EPS forecast upgrades.

The engineering/construction divisions reported 32% growth year-on-year for FY24, with new contract wins in July/August serving up an additional circa $500m of new works to carry the company through FY25, the broker highlights.

The concerns around the cancelation of Albermarle's Kemerton project have been alleviated somewhat, the broker suggests.

Overweight rating. Target moves to $13.50 from $13.80.

FORECAST
Jarden forecasts a full year FY25 dividend of 63.80 cents and EPS of 73.40 cents.
Jarden forecasts a full year FY26 dividend of 66.30 cents and EPS of 76.30 cents.
Access Extra Coverage Research History >

MND STOCK CHART

FNArena News on MND

1
Rudi’s View: Best Buys & Smaller Cap Favourites

Dec 12 2024 - Rudi's View
2
Rudi’s View: In Santa We Trust (?)

Dec 05 2024 - Rudi's View
3
Renewed Uptrend For Monadelphous

Dec 03 2024 - Technicals
4
Rudi’s View: Trump Beneficiaries & TechOne

Nov 28 2024 - Rudi's View
5
Rudi’s View: The Importance Of ‘Quality’ Growth

Nov 21 2024 - Rudi's View

Latest Mining Sector Contracting News

1
Orica Shares Eyeing $21

Dec 10 2024 - Technicals
2
Renewed Uptrend For Monadelphous

Dec 03 2024 - Technicals
3
Orica Well Positioned To Capitalise

Nov 18 2024 - Australia
4
Risk Seems To The Upside For NRW Holdings

Aug 26 2024 - Small Caps
5
Monadelphous Shakes Off Lithium

Aug 22 2024 - Small Caps
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Jun 06 2024 - Small Caps
7
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Apr 16 2024 - Technicals
8
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Nov 21 2023 - Treasure Chest
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Sep 25 2023 - Australia
10
Gold & Copper Add Confidence To DDH1’s Future

Feb 08 2023 - Small Caps