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

0

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.00

13 Aug
2026

-0.030

OPEN

$2.06

-1.48%

HIGH

$2.06

339,014

LOW

$1.95

TARGET
$3.533 76.7% 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 8.6 xxx
DPS (cps) xxx 2.5 2.6 xxx
EPS Growth xxx - 3.4% 17.3% xxx
DPS Growth xxx 0.0% 5.3% xxx
PE Ratio xxx N/A 23.3 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 34.3% 30.8% xxx

Dividend yield today if purchased 3 years ago: 1.08%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.26

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: 18/03 - ex-div 1.25c (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%

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

15/07/2026

2

Buy

$3.10

55.00%

LGI offered a FY26 trading update for 11 months including the registration of five new carbon sites to 25, robust ACCU (Australian carbon credit creation), up 17% y/y to end of May, and electricity generation which was in line with Morgans' expectations, up 33% y/y to 130GWh.

The analyst was let down by the deferral of the commissioning of Mugga Lane battery expansion project until FY27 as the company continues to wait for final network approval.

Electricity price forecasts have been trimmed for FY27 and a 10-month Mugga Lane contribution for FY27 is now being assumed.

EPS forecasts are downgraded by -25% for FY27 and -38% for FY28.

Target price falls to $3.10 from $4.53. No change to Buy rating.

FORECAST
Morgans forecasts a full year FY26 dividend of 2.70 cents and EPS of 8.40 cents.
Morgans forecasts a full year FY27 dividend of 1.90 cents and EPS of 6.40 cents.

Ord Minnett

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

30/07/2026

1

Buy

$3.65

82.50%

Canaccord Genuity maintains a Buy rating for LGI with its target price lowered to $3.65 from $4.55 following softer power prices and commissioning delays.

Lower electricity prices across New South Wales and Queensland in the first half of 2026 prompted an -11% reduction in FY27 and FY28 EBITDA estimates, alongside a -20% reduction in EPS projections.

Commissioning of the 12MW Mugga Lane battery project experienced minor delays, pushing the expected FY26 EBITDA estimate to the lower end of management guidance of $21.7m to $22.6m.

New operational capacity remains on track for FY27, including 12MW Belrose batteries and an 11MW hybrid power station at Nowra.

The analyst views the -42% year-to-date share price decline as an overreaction, highlighting 54% upside potential and expanding Australian Carbon Credit Unit generation across the landfill gas portfolio.
Access Extra Coverage Research History >

LGI STOCK CHART

FNArena News on LGI

1
Australian Broker Call *Extra* Edition – Jul 30, 2026

Jul 30 2026 - Daily Market Reports
2
Rudi’s View: July’s Stock Pickers’ Favourites

Jul 09 2026 - Rudi's View
3
Rudi’s View: Best Buys & Conviction Calls

Apr 23 2026 - Rudi's View
4
Rudi’s View: Post-February Conviction Calls

Mar 12 2026 - Rudi's View
5
Australian Broker Call *Extra* Edition – Mar 03, 2026

Mar 03 2026 - Daily Market Reports