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: 3.37
Index:

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

$53.80

20 Feb
2025

0.340

OPEN

$53.29

0.64%

HIGH

$54.08

484,888

LOW

$53.11

TARGET
$56.938 5.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . C79 . CDA . DOW . EHL . GNG . IMD . IPG . IPL . 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 FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 126.1 237.3 xxx
DPS (cps) xxx 53.0 61.3 xxx
EPS Growth xxx - 23.2% 88.2% xxx
DPS Growth xxx 15.2% 15.7% xxx
PE Ratio xxx N/A 22.4 xxx
Dividend Yield xxx N/A 1.2% xxx
Div Pay Ratio(%) xxx 42.0% 25.8% xxx

Dividend yield today if purchased 3 years ago: 79.10%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.00

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: 18/09 - (franking Ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx126.1
DPS All xxxxxxxxxxxxxxx53.0
Sales/Revenue xxxxxxxxxxxxxxx10,617.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,024.1
Net Operating Cash Flow xxxxxxxxxxxxxxx808.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.37 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx11.61 %
Return on Invested Capital xxxxxxxxxxxxxxx5.01 %
Return on Assets xxxxxxxxxxxxxxx3.41 %
Return on Equity xxxxxxxxxxxxxxx11.61 %
Return on Total Capital xxxxxxxxxxxxxxx12.21 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-31.8 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 xxxxxxxxxxxxxxx776 M
Long Term Debt xxxxxxxxxxxxxxx5,201 M
Total Debt xxxxxxxxxxxxxxx5,977 M
Goodwill - Gross xxxxxxxxxxxxxxx2,385 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx654 M
Price To Book Value xxxxxxxxxxxxxxx3.68

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx675.0 M
Capex % of Sales xxxxxxxxxxxxxxx6.36 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,625 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx736 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1,534 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

0.9

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

12/02/2025

1

Buy

$58.65

9.01%

UBS highlights a robust performance from Boral, which assisted SGH Ltd in reporting 1H25 earnings before interest and tax (EBIT) above consensus estimates by 5%.

Revenue for the period advanced 2%, and group EBIT grew 10%, with industrial services up 10%. Underlying net profit after tax increased 17%, exceeding both the broker's and consensus forecasts.

Management reiterated FY25 guidance and is aiming for gearing at two times leverage by fiscal year-end.

The broker lifts EPS forecasts by 3% for FY25 and 1% for FY26. The target price rises 5% to $58.65.

UBS remains Buy-rated on SGH Ltd, anticipating three-year forward earnings growth before tax and interest of 8% per annum, with robust cash flow to de-gear the balance sheet.

FORECAST
UBS forecasts a full year FY25 dividend of 60.00 cents and EPS of 234.00 cents.
UBS forecasts a full year FY26 dividend of 60.00 cents and EPS of 255.00 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$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

Goldman Sachs

17/02/2025

1

Buy

$59.30

10.22%

SGH Ltd delivered underlying EBIT and net profit in the first half that was ahead of estimates.

Goldman Sachs lifts FY25 forecasts for EBIT to account for the better-than-expected margin result for Boral that is partially offset by lower Coates earnings.

FY26 estimates are broadly unchanged, while in FY27 the broker expects increased earnings from WesTrac because of fleet renewal.  Target is raised to $59.30 from $45.90 and reflects updated peer group multiples. Buy rating retained.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 60.00 cents and EPS of 239.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 69.00 cents and EPS of 275.00 cents.
Access Extra Coverage Research History >

SGH STOCK CHART

FNArena News on SGH

1
Rudi’s View: More Beats In Early Feb Results

Feb 19 2025 - Rudi's View
2
Australian Broker Call *Extra* Edition – Feb 17, 2025

Feb 17 2025 - Daily Market Reports
3
FNArena Corporate Results Monitor – 12-02-2025

Feb 12 2025 - Australia
4
Rudi’s View: The Importance Of ‘Quality’ Growth

Nov 21 2024 - Rudi's View
5
Australian Broker Call *Extra* Edition – Nov 18, 2024

Nov 18 2024 - Daily Market Reports

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