LGI LIMITED (LGI)
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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

$4.34

15 Aug
2025

0.440

OPEN

$3.92

11.28%

HIGH

$4.34

16,452

LOW

$3.92

TARGET
$4.35 0.2% 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 9.9 xxx
DPS (cps) xxx 2.5 2.9 xxx
EPS Growth xxx - 3.4% 35.3% xxx
DPS Growth xxx 0.0% 16.0% xxx
PE Ratio xxx N/A 44.0 xxx
Dividend Yield xxx N/A 0.7% xxx
Div Pay Ratio(%) xxx 34.3% 29.4% xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.58

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

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

13/08/2025

2

Accumulate

$4.20

-3.23%

LGI met the mid-point of FY25 guidance with earnings (EBITDA) of $17.4m, up 14% year-on-year, supported by strong cost control and margin expansion, explains Morgans.

The broker highlights six new contract wins in FY25, including a 12MW battery deal, lifting the medium-term development pipeline to around 56MW. The analyst believes this underpins expectations for higher Australian Carbon Credit Unit (ACCU) creation in FY26.

Net revenue rose 10%, with growth in ACCUs and Large-scale Generation Certificates (LGCs) offsetting lower electricity and infrastructure/site management revenue, highlights Morgans. Operating cash flow improved 24% to $12.3m.

FY26 guidance calls for earnings (EBITDA) growth of 25-30%, with Morgans forecasting 33MW under management by end-2025 and 45MW at the start of FY28.

The broker maintains an Accumulate rating and raises its target price to $4.20 from $3.30

FORECAST
Morgans forecasts a full year FY26 dividend of 2.70 cents and EPS of 9.50 cents.
Morgans forecasts a full year FY27 dividend of 2.90 cents and EPS of 11.40 cents.

Shaw and Partners

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

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

16/08/2025

1

Buy

$4.30

-0.92%

Canaccord Genuity notes LGI's FY25 underlying EBITDA was in the middle of guidance range but was weighted to 2H25, which underpinned strong guidance for FY26.

The company has plans for a 19% uplift in capacity (Belrose BESS), accelerating generation, and supportive carbon/renewable credit markets, leaving scope for further re-rating.

FY26 revenue forecast largely unchanged but FY27 cut by -3%.

Target rises to $4.30 from $3.50 on valuation roll-forward and capacity boost expected in outer years. Buy retained.

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 11.70 cents.
Access Extra Coverage Research History >

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