LINDSAY AUSTRALIA LIMITED (LAU)
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LAU

LAU - LINDSAY AUSTRALIA LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 2.35
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.77

14 Aug
2025

0.010

OPEN

$0.76

1.32%

HIGH

$0.79

360,272

LOW

$0.76

TARGET
$0.977 26.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KLS . KSC . NTD . QAN . QUB . SLH . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 8.8 7.0 xxx
DPS (cps) xxx 4.9 4.1 xxx
EPS Growth xxx - 23.2% - 19.6% xxx
DPS Growth xxx 0.0% - 16.3% xxx
PE Ratio xxx N/A 10.8 xxx
Dividend Yield xxx N/A 5.4% xxx
Div Pay Ratio(%) xxx 56.0% 58.3% xxx

Dividend yield today if purchased 3 years ago: 10.43%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.45

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 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx8.8
DPS All xxxxxxxxxxxxxxx4.9
Sales/Revenue xxxxxxxxxxxxxxx804.4 M
Book Value Per Share xxxxxxxxxxxxxxx47.8
Net Operating Cash Flow xxxxxxxxxxxxxxx102.7 M
Net Profit Margin xxxxxxxxxxxxxxx3.39 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx19.71 %
Return on Invested Capital xxxxxxxxxxxxxxx8.70 %
Return on Assets xxxxxxxxxxxxxxx5.16 %
Return on Equity xxxxxxxxxxxxxxx19.71 %
Return on Total Capital xxxxxxxxxxxxxxx13.08 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx68.3 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx85 M
Long Term Debt xxxxxxxxxxxxxxx162 M
Total Debt xxxxxxxxxxxxxxx247 M
Goodwill - Gross xxxxxxxxxxxxxxx20 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx46 M
Price To Book Value xxxxxxxxxxxxxxx1.84

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx20.6 M
Capex % of Sales xxxxxxxxxxxxxxx2.56 %
Cost of Goods Sold xxxxxxxxxxxxxxx700 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx55 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

Ord Minnett

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

15/05/2025

1

Upgrade to Add from Hold

$0.85

10.39%

More M&A activity from Lindsay Australia, with the latest being the acquisition of a Tasmanian refrigerated transport business SRT Logistics, for -$108.2m.

Morgans sees benefits from geographic and seasonal earnings diversification and via the leverage of shared assets. 

The company provided FY25 EBITDA guidance, representing a downgrade versus the consensus forecast as the Queensland business is impacted by weather and softer volumes in 2H.

The broker lifted FY26-27 EPS forecasts by 12% and 5%, respectively, but lowered FY25 following the guidance.

Target rises to 85c from 80c. Rating upgraded to Add from Hold.

FORECAST
Morgans forecasts a full year FY25 dividend of 3.20 cents and EPS of 7.00 cents.
Morgans forecasts a full year FY26 dividend of 3.90 cents and EPS of 9.00 cents.

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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

Wilsons

20/05/2025

1

Overweight

$0.99

28.57%

Wilsons supports Lindsay Australia’s acquisition of SRT Logistics, describing it as a logical extension to the network with potential synergies, though it sees execution risk in achieving the forecast 15% FY25 EPS accretion.

The broker notes FY25 earnings (EBITDA) guidance of $80–82.5m is below consensus, and SRT must deliver circa 90% earnings before interest and tax growth after a weak FY24.

Wilsons forecasts for FY25 have been revised down, but FY26–27 EBITDA rises 7–8% driven by the anticipated SRT uplift, despite interest cost drag.

Target lifts to $0.99 from $0.87. Overweight.

FORECAST
Wilsons forecasts a full year FY25 dividend of 3.30 cents and EPS of 6.90 cents.
Wilsons forecasts a full year FY26 dividend of 4.30 cents and EPS of 9.70 cents.
Access Extra Coverage Research History >

LAU STOCK CHART

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