LGI LIMITED (LGI)
Share Price Analysis and Chart

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LGI

LGI - LGI LIMITED

FNArena Sector : NONE
Year End: June
GICS Industry Group : NONE
Debt/EBITDA: -10.86
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.06

04 Dec
2025

-0.040

OPEN

$4.30

-0.98%

HIGH

$4.30

7,355

LOW

$4.03

TARGET
$4.78 17.7% upside
Franking for last dividend paid out: 100%
FNARENA'S MARKET CONSENSUS FORECASTS
LGI: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 7.3 10.1 xxx
DPS (cps) xxx 2.5 2.9 xxx
EPS Growth xxx - 3.4% 38.9% xxx
DPS Growth xxx 0.0% 16.0% xxx
PE Ratio xxx N/A 40.0 xxx
Dividend Yield xxx N/A 0.7% xxx
Div Pay Ratio(%) xxx 34.3% 28.6% xxx

Dividend yield today if purchased 3 years ago: 1.32%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.62

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 1.2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx7.3
DPS All xxxxxxxxxxxxxxx2.5
Sales/Revenue xxxxxxxxxxxxxxx16.3 M
Book Value Per Share xxxxxxxxxxxxxxx65.0
Net Operating Cash Flow xxxxxxxxxxxxxxx12.3 M
Net Profit Margin xxxxxxxxxxxxxxx39.73 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx11.71 %
Return on Invested Capital xxxxxxxxxxxxxxx7.76 %
Return on Assets xxxxxxxxxxxxxxx6.42 %
Return on Equity xxxxxxxxxxxxxxx11.71 %
Return on Total Capital xxxxxxxxxxxxxxx-11.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-5.0 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 xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx33 M
Total Debt xxxxxxxxxxxxxxx34 M
Goodwill - Gross xxxxxxxxxxxxxxx0 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx3 M
Price To Book Value xxxxxxxxxxxxxxx4.84

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx18.6 M
Capex % of Sales xxxxxxxxxxxxxxx113.83 %
Cost of Goods Sold xxxxxxxxxxxxxxx22 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx4 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

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

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

24/10/2025

1

Buy

$4.88

20.20%

LGI announced the completion of a $51m institutional placement at $3.85 with a proposed share purchase plan to raise an additional $5m at $3.85 to develop the company's project pipeline.

Bell Potter points to the confirmation of its 56MW operating capacity as announced at the FY25 result, with the commissioning of six 2MW batteries at Mugga Lane in 2H26.

Total projects in development and possible commissioning are expected to increase capacity to 80MW in three years.

Bell Potter lifts its EPS estimates by 4% for FY26 and 8% for FY27, accounting for the raising, new share count, and an uplift in MW capacity.

The broker retains a Buy rating. Target lifts to $4.88 from $4.25.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 2.90 cents and EPS of 10.30 cents.
Bell Potter forecasts a full year FY27 dividend of 4.50 cents and EPS of 15.20 cents.

Shaw and Partners

xx/xx/xxxx

1

xxx

$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

Canaccord Genuity

25/11/2025

1

Buy

$4.80

18.23%

Canaccord Genuity highlights LGI's recent equity raise, accelerated project timetable, and a larger growth runway as key positives, keeping a Buy rating and lifting the target price to $4.80 from $4.30.

The company raised $56m at $3.85 per share to strengthen the balance sheet and pull forward the 11MW Nowra project, now expected to commission in FY27 rather than later years.

Funding also supports a lift in medium term installed capacity to more than 80MW, up from the prior 56MW plan, with a further 25MW-plus pipeline including extensions and new battery backed projects.

Increasing power price volatility in Queensland and NSW is viewed as improving the economics for batteries, which LGI is expanding alongside generation assets. FY26 guidance is unchanged for 25 to 30% y/y earnings (EBITDA) growth.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 2.50 cents and EPS of 9.90 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 2.50 cents and EPS of 11.50 cents.
Access Extra Coverage Research History >

LGI STOCK CHART

FNArena News on LGI

1
Australian Broker Call *Extra* Edition – Nov 27, 2025

Nov 27 2025 - Daily Market Reports
2
LGI: ASX’s Most Compelling Decarbonisation Play

Nov 26 2025 - Small Caps
3
Next Week At A Glance – 27-31 Oct 2025

Oct 24 2025 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Aug 18, 2025

Aug 18 2025 - Daily Market Reports
5
In Brief: LGI, Bravura & Dexus Industria REIT

Aug 15 2025 - Weekly Reports