DEEP YELLOW LIMITED (DYL)
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DYL

DYL - DEEP YELLOW LIMITED

FNArena Sector : Uranium
Year End: June
GICS Industry Group : Energy
Debt/EBITDA: -0.18
Index: ASX200 | ASX300 | ALL-ORDS

Deep Yellow is advancing the Tumas uranium project in Namibia and the Mulga Rock uranium project in Western Australia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.12

02 Oct
2026

-0.010

OPEN

$1.14

-0.88%

HIGH

$1.16

4,551,917

LOW

$1.10

TARGET
$2.05 83.0% upside
OTHER COMPANIES IN THE SAME SECTOR
1AE . AEE . AEU . AGE . AKN . ASN . BKY . BMN . BOE . BSN . C29 . CXO . CXU . DEV . EL8 . EL8 . ERA . HAR . I88 . KOB . LAM . LOT . MEU . NXG . ORP . PDN . PEN . SLX . WCN .
FNARENA'S MARKET CONSENSUS FORECASTS
DYL: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 1.4 - 1.2 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx 85.1% N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx1.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx67.8
Net Operating Cash Flow xxxxxxxxxxxxxxx-4.0 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx2.06 %
Return on Invested Capital xxxxxxxxxxxxxxx2.05 %
Return on Assets xxxxxxxxxxxxxxx2.01 %
Return on Equity xxxxxxxxxxxxxxx2.06 %
Return on Total Capital xxxxxxxxxxxxxxx-2.94 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-4.6 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 xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx3 M
Total Debt xxxxxxxxxxxxxxx3 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx160 M
Price To Book Value xxxxxxxxxxxxxxx2.06

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx17.8 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx18 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

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Macquarie

29/07/2026

1

Outperform

$2.00

78.57%

Deep Yellow is advancing its Tumas project and has flagged an expenditure review. Macquarie estimates around US$577m, pending the update.

The company has also confirmed project financing with Nedbank is available and now must decide the extent to which it wants debt in the capital structure.

The broker finds room for the stock to perform as it commits to Tumas and retains an Outperform rating. Target is reduced to $2.00 from $2.25 on share dilution.

FORECAST
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -0.30 cents.

UBS

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx 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

Canaccord Genuity

30/09/2026

1

Speculative Buy

$2.90

158.93%

Canaccord Genuity maintains a Speculative Buy rating for Deep Yellow with an unchanged $2.90 target price following accelerated physical development at the Tumas project.

The analyst notes bulk earthworks are complete and major civil and concrete works have commenced, alongside the execution of crucial water and power supply agreements.

With a debt-free balance sheet holding $159.6m in cash, commentary concludes the business remains well-funded for near-term activities leading up to a stretched final investment decision target in the December quarter of 2026.

Canaccord Genuity models an increased capital expenditure estimate of -US$520m to account for the inflationary backdrop compared to the current -US$474m estimate.

Canaccord Genuity views the deliberately uncontracted strategy as highly attractive, offering significant leverage to rising spot and term uranium prices within an increasingly tight global market.
Access Extra Coverage Research History >

DYL STOCK CHART

FNArena News on DYL

1
Weekly Ratings, Targets, Forecast Changes – 02-10-26

Oct 05 2026 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Sep 30, 2026

Sep 30 2026 - Daily Market Reports
3
Uranium Week: Deep Yellow’s Tumas Moment

Sep 29 2026 - Weekly Reports
4
Uranium Week: DevEx, Silex & Westinghouse IPO

Sep 22 2026 - Weekly Reports
5
Uranium Week: Contracting Season Heats Up

Sep 15 2026 - Weekly Reports

Latest Uranium News

1
Uranium Week: Deep Yellow’s Tumas Moment

Sep 29 2026 - Weekly Reports
2
Uranium Week: DevEx, Silex & Westinghouse IPO

Sep 22 2026 - Weekly Reports
3
Uranium Week: Contracting Season Heats Up

Sep 15 2026 - Weekly Reports
4
Uranium Week: Nuclear Conference Momentum

Sep 08 2026 - Weekly Reports
5
Uranium Week: Can U308 Feed The AI Machine?

Sep 01 2026 - Weekly Reports
6
Uranium Week: Price Momentum, Results & BHP

Aug 25 2026 - Weekly Reports
7
Uranium Week: NexGen Speculation Heats Up

Aug 18 2026 - Weekly Reports
8
Uranium Week: A Suitor For NexGen Energy?

Aug 11 2026 - Weekly Reports
9
Uranium Week: Steady Rise In Term Requests

Aug 04 2026 - Weekly Reports
10
Uranium Week: New Record, But Sentiment Rules

Jul 28 2026 - Weekly Reports