Market Closed -
Australian S.E.
02:10:12 2024-05-09 am EDT
|
5-day change
|
1st Jan Change
|
33.76
AUD
|
-1.55%
|
|
+6.26%
|
+33.44%
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
27,263
|
27,152
|
39,110
|
33,329
|
38,079
|
65,123
|
-
|
-
|
Enterprise Value (EV)
1 |
28,631
|
28,355
|
40,344
|
35,105
|
40,012
|
67,085
|
66,854
|
67,233
|
P/E ratio
|
17.2
x
|
18.6
x
|
17.3
x
|
9.98
x
|
24.7
x
|
32.4
x
|
26
x
|
25.3
x
|
Yield
|
2%
|
2.02%
|
1.42%
|
1.68%
|
1.49%
|
0.88%
|
0.9%
|
0.95%
|
Capitalization / Revenue
|
15.9
x
|
18
x
|
19.7
x
|
16.3
x
|
16.5
x
|
24.5
x
|
22
x
|
19.5
x
|
EV / Revenue
|
16.7
x
|
18.8
x
|
20.3
x
|
17.2
x
|
17.3
x
|
25.2
x
|
22.6
x
|
20.2
x
|
EV / EBITDA
|
26.3
x
|
22.8
x
|
30.6
x
|
20.5
x
|
20.4
x
|
29.8
x
|
27.1
x
|
24.1
x
|
EV / FCF
|
34.7
x
|
24.6
x
|
36.4
x
|
42
x
|
31.5
x
|
66.8
x
|
66.7
x
|
55.4
x
|
FCF Yield
|
2.88%
|
4.07%
|
2.75%
|
2.38%
|
3.18%
|
1.5%
|
1.5%
|
1.8%
|
Price to Book
|
2.59
x
|
2.36
x
|
2.97
x
|
2.03
x
|
2.1
x
|
3.56
x
|
3.16
x
|
2.84
x
|
Nbr of stocks (in thousands)
|
1,813,882
|
1,828,413
|
1,847,429
|
1,868,223
|
1,897,302
|
1,899,182
|
-
|
-
|
Reference price
2 |
15.03
|
14.85
|
21.17
|
17.84
|
20.07
|
34.29
|
34.29
|
34.29
|
Announcement Date
|
8/22/19
|
8/12/20
|
8/11/21
|
8/15/22
|
8/16/23
|
-
|
-
|
-
|
Fiscal Period: Juni |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
1,719
|
1,511
|
1,988
|
2,044
|
2,313
|
2,662
|
2,964
|
3,331
|
EBITDA
1 |
1,090
|
1,242
|
1,318
|
1,712
|
1,957
|
2,255
|
2,469
|
2,785
|
EBIT
1 |
1,083
|
1,220
|
1,294
|
1,694
|
1,941
|
2,256
|
2,535
|
2,869
|
Operating Margin
|
63.03%
|
80.73%
|
65.11%
|
82.91%
|
83.9%
|
84.75%
|
85.53%
|
86.12%
|
Earnings before Tax (EBT)
1 |
1,745
|
1,617
|
2,420
|
3,738
|
1,742
|
2,211
|
2,334
|
2,647
|
Net income
1 |
1,628
|
1,504
|
2,312
|
3,414
|
1,560
|
2,047
|
2,559
|
2,671
|
Net margin
|
94.72%
|
99.55%
|
116.28%
|
167.05%
|
67.43%
|
76.91%
|
86.34%
|
80.17%
|
EPS
2 |
0.8730
|
0.8000
|
1.221
|
1.788
|
0.8130
|
1.059
|
1.319
|
1.358
|
Free Cash Flow
1 |
825.8
|
1,154
|
1,108
|
835.1
|
1,271
|
1,004
|
1,003
|
1,213
|
FCF margin
|
48.05%
|
76.4%
|
55.71%
|
40.86%
|
54.95%
|
37.72%
|
33.84%
|
36.41%
|
FCF Conversion (EBITDA)
|
75.77%
|
92.92%
|
84.08%
|
48.79%
|
64.94%
|
44.53%
|
40.62%
|
43.55%
|
FCF Conversion (Net income)
|
50.73%
|
76.75%
|
47.91%
|
24.46%
|
81.49%
|
49.04%
|
39.2%
|
45.42%
|
Dividend per Share
2 |
0.3000
|
0.3000
|
0.3000
|
0.3000
|
0.3000
|
0.3008
|
0.3100
|
0.3264
|
Announcement Date
|
8/22/19
|
8/12/20
|
8/11/21
|
8/15/22
|
8/16/23
|
-
|
-
|
-
|
Fiscal Period: June |
2020 S1
|
2020 S2
|
2021 S1
|
2021 S2
|
2022 S1
|
2022 S2
|
2023 S1
|
2023 S2
|
2024 S1
|
2024 S2
|
2025 S1
|
2025 S2
|
---|
Net sales
1 |
1,392
|
720.1
|
1,312
|
676.8
|
-
|
988.7
|
1,127
|
1,186
|
1,444
|
1,225
|
1,538
|
-
|
EBITDA
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
1,010
|
1,232
|
-
|
-
|
-
|
EBIT
1 |
-
|
627.1
|
673.6
|
620.9
|
-
|
835.5
|
947.6
|
993.1
|
1,232
|
999.7
|
-
|
-
|
Operating Margin
|
-
|
87.09%
|
51.36%
|
91.74%
|
-
|
84.5%
|
84.07%
|
83.74%
|
85.36%
|
81.61%
|
-
|
-
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
|
810.6
|
-
|
1,042
|
-
|
2,003
|
-
|
1,097
|
-
|
-220.1
|
-
|
-
|
-
|
Net margin
|
58.25%
|
-
|
79.41%
|
-
|
-
|
-
|
97.32%
|
-
|
-15.25%
|
-
|
-
|
-
|
EPS
|
0.4402
|
-
|
0.5510
|
-
|
1.052
|
-
|
0.5740
|
-
|
-0.1160
|
-
|
0.6320
|
0.5760
|
Dividend per Share
2 |
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1500
|
0.1700
|
-
|
Announcement Date
|
2/12/20
|
8/12/20
|
2/18/21
|
8/11/21
|
2/16/22
|
8/15/22
|
2/15/23
|
8/16/23
|
2/14/24
|
-
|
-
|
-
|
Fiscal Period: June |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
1,368
|
1,203
|
1,234
|
1,776
|
1,933
|
1,962
|
1,731
|
2,110
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
1.255
x
|
0.9687
x
|
0.9365
x
|
1.038
x
|
0.9874
x
|
0.8702
x
|
0.7009
x
|
0.7575
x
|
Free Cash Flow
1 |
826
|
1,154
|
1,108
|
835
|
1,271
|
1,004
|
1,003
|
1,213
|
ROE (net income / shareholders' equity)
|
9.57%
|
9.62%
|
18.7%
|
10.3%
|
10.4%
|
11.2%
|
11.7%
|
11.8%
|
ROA (Net income/ Total Assets)
|
6.64%
|
6.83%
|
14%
|
7.98%
|
7.84%
|
8.81%
|
9.48%
|
9.84%
|
Assets
1 |
24,508
|
22,026
|
16,503
|
42,787
|
19,886
|
23,250
|
26,992
|
27,152
|
Book Value Per Share
2 |
5.800
|
6.300
|
7.120
|
8.790
|
9.570
|
9.650
|
10.80
|
12.10
|
Cash Flow per Share
2 |
0.4400
|
0.6200
|
0.5900
|
0.4400
|
0.6700
|
0.6700
|
1.250
|
1.480
|
Capex
1 |
94.5
|
2.5
|
7
|
5.9
|
13
|
1,312
|
907
|
941
|
Capex / Sales
|
5.5%
|
0.17%
|
0.35%
|
0.29%
|
0.56%
|
49.3%
|
30.59%
|
28.24%
|
Announcement Date
|
8/22/19
|
8/12/20
|
8/11/21
|
8/15/22
|
8/16/23
|
-
|
-
|
-
|
Last Close Price
34.29
AUD Average target price
31.2
AUD Spread / Average Target -9.01% Consensus |
1st Jan change
|
Capi.
|
---|
| +33.44% | 42.81B | | -19.96% | 9.76B | | -11.91% | 7.77B | | -10.90% | 6.37B | | -24.48% | 6.49B | | -10.04% | 6.27B | | -8.21% | 6.14B | | -13.12% | 5.26B | | +6.95% | 5.19B | | +1.73% | 5.13B |
Industrial REITs
|