MONADELPHOUS GROUP LIMITED (MND)
Share Price Analysis and Chart

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MND

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

$20.39

07 Aug
2025

0.420

OPEN

$19.86

2.10%

HIGH

$20.40

263,978

LOW

$19.86

TARGET
$17.436 -14.5% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . C79 . CDA . DNL . DOW . EHL . GNG . IMD . IPG . 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 80.4 xxx
DPS (cps) xxx 58.0 69.0 xxx
EPS Growth xxx 14.7% 25.5% xxx
DPS Growth xxx 18.4% 19.0% xxx
PE Ratio xxx N/A 24.6 xxx
Dividend Yield xxx N/A 3.5% xxx
Div Pay Ratio(%) xxx 90.5% 85.9% xxx

Dividend yield today if purchased 3 years ago: 5.23%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.93

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 © 2025 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

0.3

No. Of Recommendations

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

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

23/07/2025

1

Outperform

$18.83

-7.65%

In a note on the contractors sector, Macquarie highlights domestic-focused operators have outperformed those with greater exposure to offshore or resource and construction-related sectors. 

This is expected to continue as domestic companies benefit from spending across telco, social housing and defence. 

The broker notes Monadelphous Group delivered a strong share price performance due to elevated capex in the iron ore sector and robust activity across energy.

For FY25-26, the broker's forecast is 4-6% ahead of consensus.

Outperform. Target rises to $18.83 from $17.40.

FORECAST
Macquarie forecasts a full year FY25 dividend of 73.00 cents and EPS of 83.20 cents.
Macquarie forecasts a full year FY26 dividend of 77.40 cents and EPS of 88.10 cents.

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

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

21/07/2025

2

Upgrade to Overweight from Neutral

$18.60

-8.78%

Ahead of Monadelphous Group's FY25 results, Jarden lifted core FY25 EPS forecast by 3.5%, effectively closing the gap between its forecast and the consensus.

The broker also lifted FY26 EPS forecast on an improved EBITDA margin profile in the engineering and construction unit due to improved labour availability.

The broker is forecasting FY25 EBITDA at $150m, slightly lower than consensus, while the FY25 forecast of $161m is 2% ahead of consensus.

Target rises to $18.60 from $16.10. Rating upgraded to Overweight from Neutral.

FORECAST
Jarden forecasts a full year FY25 dividend of 64.20 cents and EPS of 78.80 cents.
Jarden forecasts a full year FY26 dividend of 68.00 cents and EPS of 83.80 cents.
Access Extra Coverage Research History >

MND STOCK CHART

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