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: 1.88
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.62

01 May
2026

0.010

OPEN

$3.61

0.28%

HIGH

$3.62

110,749

LOW

$3.52

TARGET
$4.58

-0.05 change from previous day

26.5% 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 9.4 xxx
DPS (cps) xxx 2.5 2.7 xxx
EPS Growth xxx - 3.4% 28.9% xxx
DPS Growth xxx 0.0% 6.7% xxx
PE Ratio xxx N/A 37.0 xxx
Dividend Yield xxx N/A 0.8% xxx
Div Pay Ratio(%) xxx 34.3% 28.4% xxx

Dividend yield today if purchased 3 years ago: 0.99%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.72

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: 19/03 - ex-div 1.2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx7.3
DPS All xxxxxxxxxxxxxxx2.5
Sales/Revenue xxxxxxxxxxxxxxx37.4 M
Book Value Per Share xxxxxxxxxxxxxxx65.0
Net Operating Cash Flow xxxxxxxxxxxxxxx12.3 M
Net Profit Margin xxxxxxxxxxxxxxx17.30 %

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 xxxxxxxxxxxxxxx13.64 %
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 xxxxxxxxxxxxxxx49.55 %
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%

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Ord Minnett

20/04/2026

1

Speculative Buy

$4.40

21.55%

Ord Minnett notes the disruption to global energy markets has had only a limited impact on domestic electricity prices.

In its March quarter update, the broker marks to market electricity and sustainability credit forecasts and adjusts weighted average cost of capital (WACC) assumptions to reflect a higher risk-free rate.

Electricity prices rose in the quarter in both NSW and Queensland, up 6% and 3%, respectively, quarter-on-quarter, while Australian carbon credit unit (ACCU) prices remained firm.

The target for LGI falls to $4.40 from $4.45. Speculative Buy rating retained.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 2.60 cents.
Ord Minnett forecasts a full year FY27 dividend of 2.20 cents.

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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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

03/03/2026

1

Buy

$4.55

25.69%

LGI reported 1H FY26 earnings (EBITDA) of $9.7m, up 33% on the prior year and in line with Canaccord Genuity's forecast. Profit of $3.1m rose 28% but missed the broker’s estimate on higher depreciation. 

Electricity generation increased 41% to 70.3GWh and Australian Carbon Credit Unit (ACCU) volumes rose 19%, though average pricing was slightly lower, observe the analysts.

FY26 guidance for earnings growth of 25-30% or $21.8-22.6m was reiterated.

Canaccord leaves its FY26 forecasts unchanged but cuts the FY27 earnings estimate to $25m from $27.3m on lower assumed power and Large-scale Generation Certificate (LGC prices), with similar changes for FY28.

The broker reiterates a Buy rating and lowers its target price to $4.55 from $4.80.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 2.50 cents and EPS of 9.50 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 2.50 cents and EPS of 10.10 cents.

LGI STOCK CHART