SGH LIMITED (SGH)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

SGH

SGH - SGH LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 2.62
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

$41.83

17 Aug
2026

0.530

OPEN

$41.58

1.28%

HIGH

$42.18

883,077

LOW

$40.95

TARGET
$49.567 18.5% 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 . SRG . SXE . TEA . VBC . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
SGH: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 169.5 232.5 xxx
DPS (cps) xxx 0.0 68.8 xxx
EPS Growth xxx 31.8% 37.2% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 17.8 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx N/A 29.6% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 04/03 - ex-div 32.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx169.5
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx10,589.0 M
Book Value Per Share xxxxxxxxxxxxxxx1,279.5
Net Operating Cash Flow xxxxxxxxxxxxxxx1,491.4 M
Net Profit Margin xxxxxxxxxxxxxxx6.19 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx13.13 %
Return on Invested Capital xxxxxxxxxxxxxxx6.75 %
Return on Assets xxxxxxxxxxxxxxx5.07 %
Return on Equity xxxxxxxxxxxxxxx13.13 %
Return on Total Capital xxxxxxxxxxxxxxx13.67 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx448.2 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 xxxxxxxxxxxxxxx449 M
Long Term Debt xxxxxxxxxxxxxxx4,607 M
Total Debt xxxxxxxxxxxxxxx5,056 M
Goodwill - Gross xxxxxxxxxxxxxxx2,385 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx232 M
Price To Book Value xxxxxxxxxxxxxxx3.65

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx788.2 M
Capex % of Sales xxxxxxxxxxxxxxx7.44 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,337 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx853 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx841 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

0.8

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

12/08/2026

1

Buy

$50.00

19.53%

Ord Minnett believes the market reaction to SGH's FY26 result was overly negative despite softer near-term growth expectations.

Group EBIT increased 1% to $1.6bn, with weakness at Coates and lower WesTrac equipment sales partly offset by another strong performance from Boral, where EBIT rose 14% and margins reached 14.1%, the analyst explains.

FY27 guidance points to flat to low-single-digit EBIT growth, including a currency-related reduction in WesTrac parts pricing, before the broker expects momentum to improve in FY28 as equipment demand and fleet replacement activity strengthen.

Strong cash generation has reduced leverage to 1.8x, providing capacity for the $500m buyback and potential acquisitions.

FY27-FY29 earnings forecasts are lowered by -8.7%, -4.3% and -3.7%, respectively.

Target price slips to $50 from $55, while retaining Buy.

FORECAST
Ord Minnett forecasts a full year FY27 dividend of 78.00 cents and EPS of 233.00 cents.
Ord Minnett forecasts a full year FY28 dividend of 83.00 cents and EPS of 269.00 cents.

Bell Potter

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

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
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

FNArena News on SGH

1
Weekly Ratings, Targets, Forecast Changes – 14-08-26

Aug 17 2026 - Weekly Reports
2
FNArena Corporate Results Monitor – 12-08-2026

Aug 12 2026 - Australia
3
Rudi’s View: Upside Risk In Crowded Shorts

Aug 12 2026 - Rudi's View
4
Rudi’s View: That’s The Way Markets Crumble

Aug 06 2026 - Rudi's View
5
Rudi’s View: Pre-August Picks In Resources, Retail & Small Caps

Jul 23 2026 - Rudi's View

Latest Mining Sector Contracting News

1
Dyno Nobel Clears Major Technical Hurdle

Jun 09 2026 - Technicals
2
New-Look Dyno Nobel’s Explosive First Half

May 14 2026 - Australia
3
Mining, Value-adds Underpin Orica’s Outlook

May 12 2026 - Australia
4
Execution Capacity Key To Contractor Premiums

Mar 24 2026 - Australia
5
Market Too Negative On Orica’s Headwinds?

Mar 11 2026 - Australia
6
Imdex Rides The Exploration Wave

Feb 26 2026 - Commodities
7
Strong Momentum Guides NRW Holdings’ Outlook

Feb 25 2026 - Commodities
8
Imdex Builds Rock Knowledge Acquisitively

Dec 11 2025 - Small Caps
9
Mader Group’s Competitive Advantages

Nov 19 2025 - Small Caps
10
Solid Momentum Drives Orica’s FY26 Optimism

Nov 17 2025 - Australia