LINDSAY AUSTRALIA LIMITED (LAU)
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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

$0.90

04 Oct
2024

0.010

OPEN

$0.90

1.12%

HIGH

$0.90

221,404

LOW

$0.88

TARGET
$1.217 35.2% 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 10.8 xxx
DPS (cps) xxx 4.9 4.9 xxx
EPS Growth xxx - 23.2% 23.0% xxx
DPS Growth xxx 0.0% 0.7% xxx
PE Ratio xxx N/A 8.4 xxx
Dividend Yield xxx N/A 5.5% xxx
Div Pay Ratio(%) xxx 56.0% 45.8% xxx

Dividend yield today if purchased 3 years ago: 12.89%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.44

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, xxxx xxxx

$xx.xx

xx.xx%

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Morgans

23/08/2024

1

Add

$1.15

27.78%

Lindsay Australia met the revised guidance for FY24 earnings, Morgans notes, a commendable performance despite disruptions as rail growth contributed to earnings before interest and tax.

Net profit fell -17% year-on-year because of reduced asset utilisation rates, the broker highlighted.

Management offered no FY25 guidance but did suggest some improvement in transport/rural revenues into 4Q24. Horticultural volumes may take longer to recover.

Morgans lowered earnings estimates by around -3% to -5% for FY25/FY26, respectively. Target price falls to $1.15 from $1.20.

No change to Add rating.

FORECAST
Morgans forecasts a full year FY25 dividend of 4.00 cents and EPS of 11.00 cents.
Morgans forecasts a full year FY26 dividend of 3.00 cents and EPS of 12.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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

27/08/2024

1

Overweight

$1.22

35.56%

Lindsay Australia delivered a better-than-expected FY24 result. Wilsons notes a "solid recovery" in the fourth quarter versus the weather-affected third quarter. Transport led the recovery.

The company expects a continuation of improved transport conditions and a gradual recovery in horticulture volumes and grower sentiment. Wilsons lifts EBITDA forecast by 2-4% for FY25-27. Overweight maintained. Target is reduced to $1.22 from $1.25.

FORECAST
Wilsons forecasts a full year FY25 dividend of 4.60 cents and EPS of 10.90 cents.
Wilsons forecasts a full year FY26 dividend of 5.70 cents and EPS of 13.60 cents.
Access Extra Coverage Research History >

LAU STOCK CHART

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