SUPPLY NETWORK LIMITED (SNL)
Share Price Analysis and Chart

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SNL

SNL - SUPPLY NETWORK LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.53
Index: ASX300 | ALL-ORDS

Supply Network distributes replacement parts to the road transport and mining industries in Australia and New Zealand, principally through its Multispares business.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$35.51

27 Aug
2026

-0.780

OPEN

$36.60

-2.15%

HIGH

$37.24

46,316

LOW

$35.32

TARGET
$41.00 15.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AHL . AMA . AOV . APE . ARB . ASG . BAP . CAR . CMA . MTO . MXI . PWH . PWR . RPM . SFC . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
SNL: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 109.0 124.5 xxx
DPS (cps) xxx 80.0 93.0 xxx
EPS Growth xxx 17.3% 14.2% xxx
DPS Growth xxx 14.3% 16.3% xxx
PE Ratio xxx N/A 28.5 xxx
Dividend Yield xxx N/A 2.6% xxx
Div Pay Ratio(%) xxx 73.4% 74.7% xxx

Dividend yield today if purchased 3 years ago: 5.44%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.26

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 36.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx109.0
DPS All xxxxxxxxxxxxxxx80.0
Sales/Revenue xxxxxxxxxxxxxxx403.1 M
Book Value Per Share xxxxxxxxxxxxxxx366.9
Net Operating Cash Flow xxxxxxxxxxxxxxx38.4 M
Net Profit Margin xxxxxxxxxxxxxxx11.82 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx31.89 %
Return on Invested Capital xxxxxxxxxxxxxxx25.38 %
Return on Assets xxxxxxxxxxxxxxx19.18 %
Return on Equity xxxxxxxxxxxxxxx31.89 %
Return on Total Capital xxxxxxxxxxxxxxx35.45 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx10.9 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx8 M
Long Term Debt xxxxxxxxxxxxxxx35 M
Total Debt xxxxxxxxxxxxxxx43 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx18 M
Price To Book Value xxxxxxxxxxxxxxx8.70

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx5.1 M
Capex % of Sales xxxxxxxxxxxxxxx1.27 %
Cost of Goods Sold xxxxxxxxxxxxxxx310 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx24 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

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

26/08/2026

1

Buy

$41.00

15.46%

FY26 results for Supply Network exceeded Ord Minnett's forecasts due to stronger operating margins. Revenue rose 15.5% to $403.1m, with double-digit growth across A&NZ.

Profit increased 19% to $47.6m, while earnings (EBIT) rose 18.8% and the EBIT margin expanded 40bps to 17.2%.

Management is targeting around $50m of additional revenue in FY27.

Ord Minnett expects continued market share gains and branch investment to support double-digit earnings growth into FY27 and beyond.

Buy rating and $41 target maintained.

FORECAST
Ord Minnett forecasts a full year FY27 dividend of 93.00 cents and EPS of 124.50 cents.
Ord Minnett forecasts a full year FY28 dividend of 105.50 cents and EPS of 140.50 cents.
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

Moelis

26/08/2026

1

Buy

$41.00

15.46%

Moelis maintains its Buy recommendation for Supply Network with an unchanged target price of $41.00 following an FY26 result featuring revenue of $403.1m and NPAT of $47.6m.

Operational performance benefited from sustained organic growth and network expansion, primarily supported by high returns on capital investments across Australia and New Zealand.

FY27-FY29 diluted EPS forecasts remain broadly unchanged at 128.3c, 149.9c, and 169.6c respectively, reflecting expectations for improved operating leverage.

The analyst highlights that margin expansion is anticipated as the company successfully integrates its new ERP system and capitalises on capacity investments.

FORECAST
Moelis forecasts a full year FY27 dividend of 96.80 cents and EPS of 128.30 cents.
Moelis forecasts a full year FY28 dividend of 112.50 cents and EPS of 149.90 cents.
Access Extra Coverage Research History >

SNL STOCK CHART

FNArena News on SNL

1
FNArena Corporate Results Monitor – 26-08-2026

Aug 26 2026 - Australia
2
Australian Broker Call *Extra* Edition – Aug 26, 2026

Aug 26 2026 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Jul 29, 2026

Jul 29 2026 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Feb 26, 2026

Feb 26 2026 - Daily Market Reports
5
In Case You Missed It – BC Extra Upgrades & Downgrades – 30-01-26

Jan 30 2026 - Weekly Reports

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