LINDSAY AUSTRALIA LIMITED (LAU)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$0.89

13 Dec
2024

0.010

OPEN

$0.89

1.14%

HIGH

$0.89

916,042

LOW

$0.86

TARGET
$1.213 36.3% 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 . Z2U .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 8.8 10.6 xxx
DPS (cps) xxx 4.9 5.0 xxx
EPS Growth xxx - 23.2% 21.5% xxx
DPS Growth xxx 0.0% 1.4% xxx
PE Ratio xxx N/A 8.4 xxx
Dividend Yield xxx N/A 5.6% xxx
Div Pay Ratio(%) xxx 56.0% 46.7% xxx

Dividend yield today if purchased 3 years ago: 12.56%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.51

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 © 2024 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

Shaw and Partners

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

Ord Minnett

12/11/2024

1

Buy

$1.29

44.94%

In line with Ord Minnett's forecast, Lindsay Australia has reported revenue growth of 3.5% in the Transport and Rural segments.

The broker explains management's focus has been on increasing revenues in commercial freight (chilled and frozen everyday food items) to provide a year-round revenue and earnings profile and utilise higher-margin rail assets.

Separately, the analyst highlights the relative attractiveness of small-cap transport assets at the current point of the cycle, as evidenced by DP World's bid for Silk Logistics ((SLH)).

The target eases to $1.29 from $1.30. Buy.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 5.30 cents and EPS of 10.70 cents.
Ord Minnett forecasts a full year FY26 dividend of 6.00 cents and EPS of 12.10 cents.

Morgans

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

Wilsons

13/11/2024

1

Overweight

$1.24

39.33%

Lindsay Australia's 1H25 trading update shows continued recovery in the horticulture market, with transport revenue up 3.5% and commercial volumes growing by 5% year-on-year despite weaker-than-expected sales updates from Coles and Woolworths, Wilsons observes.

Rural sales also rose by 3.5%, suggesting a positive outlook for future horticultural volumes.

The broker's earnings forecasts remain largely unchanged.

Target price lifts to $1.24 from $1.22. Overweight rating unchanged.

FORECAST
Wilsons forecasts a full year FY25 dividend of 4.50 cents and EPS of 10.90 cents.
Wilsons forecasts a full year FY26 dividend of 5.70 cents and EPS of 13.50 cents.
Access Extra Coverage Research History >

LAU STOCK CHART

FNArena News on LAU

1
Rudi’s View: Best Buys & Smaller Cap Favourites

Dec 12 2024 - Rudi's View
2
Rudi’s View: In Santa We Trust (?)

Dec 05 2024 - Rudi's View
3
Rudi’s View: Trump Beneficiaries & TechOne

Nov 28 2024 - Rudi's View
4
Rudi’s View: The Importance Of ‘Quality’ Growth

Nov 21 2024 - Rudi's View
5
Rudi’s View: A Rally With No Earnings Support

Nov 14 2024 - Rudi's View

Latest Transportation & Logistics News

1
Brambles’ Slow Start Of Little Concern

Oct 29 2024 - Australia
2
Brambles Leverages Deep Data Analysis

Sep 18 2024 - Australia
3
Aurizon: A Dividend Downer For Investors

Aug 14 2024 - Australia
4
Treasure Chest: Qantas Airways

Jul 15 2024 - Treasure Chest
5
In Brief: Airlines, Pathology & Seek

Jul 12 2024 - Weekly Reports
6
Brambles’ Divisive March Quarter

Apr 24 2024 - Australia
7
Treasure Chest: Silk Logistics

Sep 28 2023 - Treasure Chest
8
Lindsay Australia: Transported To Growth

Sep 13 2023 - Small Caps
9
Qantas Flying High, But Sustainability In Question

May 24 2023 - Australia
10
A Better Brambles Exudes Confidence

Mar 01 2023 - Australia