SGH LIMITED (SGH)
Share Price Analysis and Chart

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SGH

SGH - SGH LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 2.89
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

SGH Ltd is the old Seven Group Holdings that changed name and ASX code following shareholders approval in November 2024 (not to be confused with Slater & Gordon that once upon a time traded under this code).

LAST PRICE CHANGE +/- CHANGE % VOLUME

$48.12

18 Aug
2025

1.230

OPEN

$47.03

2.62%

HIGH

$48.27

800,440

LOW

$46.77

TARGET
$53.80 11.8% upside
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 . MND . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
SGH: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 128.6 234.8 xxx
DPS (cps) xxx 62.0 65.0 xxx
EPS Growth xxx 2.0% 82.6% xxx
DPS Growth xxx 17.0% 4.8% xxx
PE Ratio xxx N/A 20.5 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 48.2% 27.7% xxx

Dividend yield today if purchased 3 years ago: 101.64%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.29

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: 18/09 - (franking Ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx128.6
DPS All xxxxxxxxxxxxxxx62.0
Sales/Revenue xxxxxxxxxxxxxxx10,743.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,175.8
Net Operating Cash Flow xxxxxxxxxxxxxxx1,417.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.52 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx10.96 %
Return on Invested Capital xxxxxxxxxxxxxxx5.15 %
Return on Assets xxxxxxxxxxxxxxx3.66 %
Return on Equity xxxxxxxxxxxxxxx10.96 %
Return on Total Capital xxxxxxxxxxxxxxx13.25 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx408.7 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx539 M
Long Term Debt xxxxxxxxxxxxxxx4,827 M
Total Debt xxxxxxxxxxxxxxx5,367 M
Goodwill - Gross xxxxxxxxxxxxxxx2,385 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx177 M
Price To Book Value xxxxxxxxxxxxxxx4.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx768.5 M
Capex % of Sales xxxxxxxxxxxxxxx7.15 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,574 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx826 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1,192 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

0.6

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

13/08/2025

2

Accumulate

$52.00

8.06%

SGH Ltd's FY25 earnings (EBIT) met Ord Minnett's expectations, with strength in Boral offsetting weaker Coates earnings from softer sales in South Australia and Victoria. WesTrac performed in line with the broker's expectation.

FY26 earnings guidance for low-to-mid single-digit growth fell short of consensus expectations for mid-to-high single digits, leading the broker to cut its forecast for earnings growth to 4% from 8%.

WesTrac saw mid-single-digit price rises for Caterpillar parts in July, highlights the broker, though management expects prices to ease in January, while service revenues fell -6% year-on-year H2.

The analyst notes Boral is focused on cost savings and efficiencies as residential construction is not expected to recover until the second half of FY26, while Coates sees improving conditions in Victoria after recent weakness.

Ord Minnett lowers its target price to $52.00 from $60.00 and maintains an Accumulate rating.

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

0

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
Access Extra Coverage Research History >

SGH STOCK CHART

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