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: 2.89
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

$41.67

25 Mar
2026

2.070

OPEN

$40.30

5.23%

HIGH

$41.67

535,108

LOW

$40.15

TARGET
$53.433

-1.72 change from previous day

 28.2% 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 . VBC . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
SGH: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 128.6 233.0 xxx
DPS (cps) xxx 62.0 64.7 xxx
EPS Growth xxx 2.0% 81.2% xxx
DPS Growth xxx 17.0% 4.3% xxx
PE Ratio xxx N/A 18.0 xxx
Dividend Yield xxx N/A 1.5% xxx
Div Pay Ratio(%) xxx 48.2% 27.8% xxx

Dividend yield today if purchased 3 years ago: 113.76%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.48

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: 11/09 - ex-div 32.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic 34.2183.8153.7164.2126.1128.6
DPS All 42.046.046.046.053.062.0
Sales/Revenue 4,562.6 M4,838.7 M8,013.4 M9,626.5 M10,617.5 M10,743.5 M
Book Value Per Share 842.71,115.8977.61,077.81,024.11,175.8
Net Operating Cash Flow 539.6 M622.4 M512.4 M1,193.6 M808.2 M1,417.2 M
Net Profit Margin 2.54 %13.05 %5.54 %6.27 %4.37 %4.52 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed 3.98 %18.30 %11.69 %16.19 %11.61 %10.96 %
Return on Invested Capital 2.08 %10.06 %5.84 %6.71 %5.01 %5.15 %
Return on Assets 1.69 %7.79 %3.97 %4.44 %3.41 %3.66 %
Return on Equity 3.98 %18.30 %11.69 %16.19 %11.61 %10.96 %
Return on Total Capital 9.25 %8.02 %7.94 %9.19 %12.21 %13.25 %
Free Cash Flow ex dividends 111.1 M284.0 M-291.2 M425.0 M-31.8 M408.7 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 110 M853 M1,441 M522 M776 M539 M
Long Term Debt 3,237 M2,414 M5,186 M5,356 M5,201 M4,827 M
Total Debt 3,348 M3,268 M6,627 M5,878 M5,977 M5,367 M
Goodwill - Gross 1,145 M1,146 M2,381 M2,381 M2,385 M2,385 M
Cash & Equivalents - Generic 120 M161 M1,255 M877 M654 M177 M
Price To Book Value 2.041.821.702.293.684.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 292.7 M202.1 M642.7 M603.8 M675.0 M768.5 M
Capex % of Sales 6.42 %4.18 %8.02 %6.27 %6.36 %7.15 %
Cost of Goods Sold 3,679 M3,935 M6,719 M7,900 M8,625 M8,574 M
Selling, General & Admin. Exp & Other 361 M361 M570 M744 M736 M826 M
Research & Development ------
Investments - Total 2,061 M3,372 M1,977 M1,948 M1,534 M1,192 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

0.7

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx

$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

3

xxxxxxx

$xx.xx

xx.xx%

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

Bell Potter

12/02/2026

1

Upgrade to Buy from Hold

$56.00

34.39%

SGH Ltd is upgraded to Buy from Hold by Bell Potter with a higher target of $56 from $51.80 following 1H26 underlying earnings (EBIT), which beat expectations by 4%, including improved results from Beach Energy ((BPT)) and media.

Excluding investee profits, earnings (EBIT) met expectations, with Boral 3% above forecast on more robust revenue, while Coates missed by -2% due to competition impacting pricing. WesTrac was in line, with reduced product sales offset by a higher margin, and profitability improved on a better services revenue mix.

A dividend of 32c per share (FF) was announced and FY26 guidance was reiterated at "low-to-mid-point digit" growth.

The broker tweaks FY26 EPS forecast up 1% and down -1% in FY27.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 66.00 cents and EPS of 235.90 cents.
Bell Potter forecasts a full year FY27 dividend of 70.00 cents and EPS of 261.70 cents.

UBS

xx/xx/xxxx

-1

xx xxxxxx

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
Next Week At A Glance 16-20 Mar 2026

Mar 13 2026 - Weekly Reports
2
Rudi’s View: TACO Time?

Mar 11 2026 - Rudi's View
3
Australian Broker Call *Extra* Edition – Mar 09, 2026

Mar 09 2026 - Daily Market Reports
4
Next Week At A Glance – 23-27 Feb 2026

Feb 20 2026 - Weekly Reports
5
Weekly Ratings, Targets, Forecast Changes – 13-02-26

Feb 16 2026 - Weekly Reports

Latest Mining Sector Contracting News

1
Execution Capacity Key To Contractor Premiums

Mar 24 2026 - Australia
2
Market Too Negative On Orica’s Headwinds?

Mar 11 2026 - Australia
3
Imdex Rides The Exploration Wave

Feb 26 2026 - Commodities
4
Strong Momentum Guides NRW Holdings’ Outlook

Feb 25 2026 - Commodities
5
Imdex Builds Rock Knowledge Acquisitively

Dec 11 2025 - Small Caps
6
Mader Group’s Competitive Advantages

Nov 19 2025 - Small Caps
7
Solid Momentum Drives Orica’s FY26 Optimism

Nov 17 2025 - Australia
8
Another Step-Change In Growth For SRG Global

Oct 22 2025 - Small Caps
9
A Fresh Upgrade Cycle For Monadelphous?

Sep 11 2025 - Australia
10
NRW Holdings Happily Says Goodbye To FY25

Aug 27 2025 - Small Caps