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

$3.70

02 Mar
2026

0.030

OPEN

$3.68

0.82%

HIGH

$3.80

29,790

LOW

$3.35

TARGET
$4.633 25.2% 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 9.8 xxx
DPS (cps) xxx 2.5 2.8 xxx
EPS Growth xxx - 3.4% 34.4% xxx
DPS Growth xxx 0.0% 13.0% xxx
PE Ratio xxx N/A 37.1 xxx
Dividend Yield xxx N/A 0.8% xxx
Div Pay Ratio(%) xxx 34.3% 28.8% xxx

Dividend yield today if purchased 3 years ago: 0.98%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.69

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 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

0.9

No. Of Recommendations

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

Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

19/11/2025

2

Accumulate

$4.84

30.81%

LGI raised $56m to strengthen its balance sheet, expand its development pipeline of over 80MW, and accelerate delivery, including 28MW of new high-return BESS projects. The pipeline will lift managed capacity roughly fourfold from FY25 levels, Morgans notes.

The company re-iterated FY26 guidance for 25-30% growth. The broker upgraded FY27-28 net profit forecasts by 17% and 24%, respectively, after accounting for the larger development pipeline.

The broker remains confident in execution, with a strong EPS growth forecast at a compounded annual growth rate of 26%.

Accumulate. Target rises to $4.84 from $4.20.

FORECAST
Morgans forecasts a full year FY26 dividend of 2.80 cents and EPS of 10.00 cents.
Morgans forecasts a full year FY27 dividend of 3.40 cents and EPS of 11.00 cents.

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Shaw and Partners

13/08/2025

1

Buy

$4.60

24.32%

Shaw and Partners observes LGI reported record biogas, power, and ACCUs (Australian Carbon Credit Units), with the Belrose 12MW battery allowing for a contracted pipeline to lift to 56MW.

Biogas recovery rose 11%, electricity generation increased 13%, and ACCUs were up 14%, with earnings (EBITDA) rising 14% to $17.4m.

The company ended FY25 with a 43% uplift in MWs to 21.1 after commissioning the 4MW Eastern Creek plant and the Canberra, Mugga Lane expansion.

The analyst raises LGI's earnings (EBITDA) forecasts by 0.4% for FY26 and 5.6% for FY27.

Buy, High Risk rating unchanged. Target price up to $4.60 from $3.60 due to the Belrose win and more elevated mid-cycle earnings (forecasts).

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 3.00 cents and EPS of 10.10 cents.
Shaw and Partners forecasts a full year FY27 dividend of 3.70 cents and EPS of 12.50 cents.

LGI STOCK CHART