LINDSAY AUSTRALIA LIMITED (LAU)
Share Price Analysis and Chart

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LAU

LAU - LINDSAY AUSTRALIA LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 3.49
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.625

08 Oct
2025

0.005

OPEN

$0.62

0.81%

HIGH

$0.63

483,133

LOW

$0.62

TARGET
$0.937 49.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . BXB . CLX . ERD . KLS . KSC . NTD . QAN . QUB . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 5.5 8.7 xxx
DPS (cps) xxx 3.8 4.1 xxx
EPS Growth xxx - 36.8% 57.9% xxx
DPS Growth xxx - 22.4% 7.9% xxx
PE Ratio xxx N/A 7.2 xxx
Dividend Yield xxx N/A 6.5% xxx
Div Pay Ratio(%) xxx 68.7% 46.9% xxx

Dividend yield today if purchased 3 years ago: 6.44%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.03

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: 27/09 - ex-div 2.8c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx5.5
DPS All xxxxxxxxxxxxxxx3.8
Sales/Revenue xxxxxxxxxxxxxxx849.8 M
Book Value Per Share xxxxxxxxxxxxxxx49.0
Net Operating Cash Flow xxxxxxxxxxxxxxx70.7 M
Net Profit Margin xxxxxxxxxxxxxxx2.05 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx11.41 %
Return on Invested Capital xxxxxxxxxxxxxxx4.77 %
Return on Assets xxxxxxxxxxxxxxx2.91 %
Return on Equity xxxxxxxxxxxxxxx11.41 %
Return on Total Capital xxxxxxxxxxxxxxx7.77 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx40.1 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 xxxxxxxxxxxxxxx58 M
Long Term Debt xxxxxxxxxxxxxxx262 M
Total Debt xxxxxxxxxxxxxxx320 M
Goodwill - Gross xxxxxxxxxxxxxxx24 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx109 M
Price To Book Value xxxxxxxxxxxxxxx1.47

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx17.4 M
Capex % of Sales xxxxxxxxxxxxxxx2.05 %
Cost of Goods Sold xxxxxxxxxxxxxxx755 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx61 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

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

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

26/08/2025

1

Buy

$1.01

61.60%

Lindsay Australia underlying net profit after tax retreated by -27% in FY25, which has resulted in Ord Minnett lowering FY26 earnings forecasts due to industry-wide pressures on margins and capacity.

Revenue for FY25 grew 6%. No quantitative FY26 guidance was offered, and the analyst notes 2H25 transport earnings (EBITDA) margins contracted -2% on the prior year.

Ord Minnett has lowered its earnings (EBITDA) forecast by -5% and EPS by -8% for FY26.

Buy rating retained, with the sell-down in the share price viewed as excessive. Target slips to $1.01 from $1.08.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 4.30 cents and EPS of 8.50 cents.
Ord Minnett forecasts a full year FY27 dividend of 4.80 cents and EPS of 9.80 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

0

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
Access Extra Coverage Research History >

LAU STOCK CHART

FNArena News on LAU

1
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2
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