Market Closed -
Australian S.E.
07:10:11 03/05/2024 BST
|
5-day change
|
1st Jan Change
|
13.09
AUD
|
+0.61%
|
|
+0.15%
|
+1.87%
|
Fiscal Period: March |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
3,683
|
2,682
|
4,669
|
6,481
|
5,984
|
6,337
|
-
|
-
|
Enterprise Value (EV)
1 |
4,312
|
3,482
|
5,468
|
7,596
|
7,007
|
7,635
|
7,608
|
7,552
|
P/E ratio
|
24.1
x
|
21.1
x
|
27.2
x
|
34.1
x
|
20.6
x
|
21.1
x
|
19.3
x
|
17.9
x
|
Yield
|
2.96%
|
3.17%
|
2.39%
|
2.45%
|
3.21%
|
3.04%
|
3.22%
|
3.48%
|
Capitalization / Revenue
|
2.21
x
|
1.46
x
|
2.65
x
|
3.07
x
|
2.47
x
|
2.46
x
|
2.24
x
|
2.13
x
|
EV / Revenue
|
2.59
x
|
1.9
x
|
3.1
x
|
3.6
x
|
2.89
x
|
2.96
x
|
2.69
x
|
2.54
x
|
EV / EBITDA
|
12.2
x
|
8.07
x
|
12.9
x
|
13.9
x
|
10.8
x
|
11.5
x
|
10.7
x
|
10.1
x
|
EV / FCF
|
39.2
x
|
25.3
x
|
28.9
x
|
45.2
x
|
23.8
x
|
27.9
x
|
30.2
x
|
24.5
x
|
FCF Yield
|
2.55%
|
3.96%
|
3.45%
|
2.21%
|
4.19%
|
3.59%
|
3.31%
|
4.08%
|
Price to Book
|
3.37
x
|
2.44
x
|
4.37
x
|
5.77
x
|
4.38
x
|
4.67
x
|
4.25
x
|
3.9
x
|
Nbr of stocks (in thousands)
|
485,202
|
482,393
|
482,291
|
483,686
|
484,115
|
484,104
|
-
|
-
|
Reference price
2 |
7.590
|
5.560
|
9.680
|
13.40
|
12.36
|
13.09
|
13.09
|
13.09
|
Announcement Date
|
20/05/19
|
26/05/20
|
25/05/21
|
24/05/22
|
28/05/23
|
-
|
-
|
-
|
Fiscal Period: March |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
1,665
|
1,832
|
1,761
|
2,108
|
2,421
|
2,581
|
2,832
|
2,977
|
EBITDA
1 |
352.9
|
431.5
|
425.1
|
547.2
|
648
|
666.1
|
708.3
|
745
|
EBIT
1 |
281.1
|
330.6
|
301.4
|
409.4
|
490.7
|
492.8
|
523.8
|
556.1
|
Operating Margin
|
16.88%
|
18.05%
|
17.11%
|
19.42%
|
20.27%
|
19.1%
|
18.5%
|
18.68%
|
Earnings before Tax (EBT)
1 |
230.3
|
151.1
|
248.5
|
282.4
|
408.5
|
441.6
|
479.5
|
503.3
|
Net income
1 |
153.8
|
127.8
|
172.6
|
190.5
|
291.2
|
300.2
|
331
|
356.5
|
Net margin
|
9.24%
|
6.98%
|
9.8%
|
9.03%
|
12.03%
|
11.63%
|
11.69%
|
11.98%
|
EPS
2 |
0.3146
|
0.2635
|
0.3562
|
0.3926
|
0.5996
|
0.6198
|
0.6799
|
0.7331
|
Free Cash Flow
1 |
109.9
|
137.9
|
188.9
|
167.9
|
293.8
|
273.8
|
252
|
308
|
FCF margin
|
6.6%
|
7.53%
|
10.72%
|
7.96%
|
12.13%
|
10.61%
|
8.9%
|
10.35%
|
FCF Conversion (EBITDA)
|
31.14%
|
31.96%
|
44.44%
|
30.68%
|
45.34%
|
41.11%
|
35.58%
|
41.34%
|
FCF Conversion (Net income)
|
71.46%
|
107.9%
|
109.44%
|
88.14%
|
100.89%
|
91.21%
|
76.13%
|
86.39%
|
Dividend per Share
2 |
0.2250
|
0.1760
|
0.2310
|
0.3280
|
0.3970
|
0.3984
|
0.4209
|
0.4554
|
Announcement Date
|
20/05/19
|
26/05/20
|
25/05/21
|
24/05/22
|
28/05/23
|
-
|
-
|
-
|
Fiscal Period: March |
2020 S1
|
2020 S2
|
2021 S1
|
2021 S2
|
2022 Q1
|
2022 Q2
|
2022 S1
|
2022 Q3
|
2022 Q4
|
2022 S2
|
2023 S1
|
2023 S2
|
2024 S1
|
2024 Q3
|
2024 Q4
|
2024 S2
|
2025 Q1
|
2025 Q2
|
2025 S1
|
2025 Q3
|
2025 S2
|
2026 S1
|
2026 S2
|
---|
Net sales
1 |
921
|
910.9
|
838.8
|
922.6
|
515.6
|
515.6
|
1,031
|
-
|
-
|
1,077
|
1,194
|
1,227
|
1,284
|
652.3
|
652.3
|
1,297
|
724.9
|
724.9
|
1,415
|
737.4
|
1,432
|
1,544
|
1,572
|
EBITDA
|
218.2
|
213.3
|
197.9
|
227.2
|
-
|
-
|
259.7
|
-
|
-
|
-
|
331.5
|
-
|
332.9
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
EBIT
1 |
158.5
|
172.1
|
135.2
|
166.2
|
95.1
|
95.1
|
197.1
|
-
|
-
|
212.3
|
252.3
|
238.4
|
245.2
|
121.2
|
121.2
|
248.8
|
135.3
|
135.3
|
260.5
|
134.5
|
263.7
|
272
|
276
|
Operating Margin
|
17.21%
|
18.89%
|
16.12%
|
18.01%
|
18.45%
|
18.45%
|
19.12%
|
-
|
-
|
19.7%
|
21.13%
|
19.43%
|
19.09%
|
18.58%
|
18.58%
|
19.18%
|
18.66%
|
18.66%
|
18.41%
|
18.24%
|
18.41%
|
17.62%
|
17.56%
|
Earnings before Tax (EBT)
1 |
-
|
26.8
|
102.1
|
146.4
|
56.45
|
56.45
|
112.9
|
-
|
-
|
-
|
212
|
196.5
|
208
|
106.5
|
105.6
|
212
|
119.7
|
117.5
|
237.2
|
116.7
|
233.3
|
236.4
|
241.1
|
Net income
1 |
-
|
-7.8
|
70.3
|
102.3
|
37.05
|
37.05
|
74.1
|
-
|
-
|
-
|
147.4
|
143.8
|
133.5
|
76.1
|
75.5
|
168.6
|
85.6
|
84
|
169.6
|
83.4
|
166.8
|
169
|
172.3
|
Net margin
|
-
|
-0.86%
|
8.38%
|
11.09%
|
7.19%
|
7.19%
|
7.19%
|
-
|
-
|
-
|
12.34%
|
11.72%
|
10.39%
|
11.67%
|
11.57%
|
12.99%
|
11.81%
|
11.59%
|
11.99%
|
11.31%
|
11.64%
|
10.95%
|
10.96%
|
EPS
2 |
-
|
-0.0157
|
0.1451
|
0.2111
|
0.0800
|
0.0800
|
0.1540
|
-
|
-
|
-
|
0.3038
|
0.2958
|
0.2741
|
0.1570
|
0.1560
|
0.3130
|
0.1770
|
0.1730
|
0.3500
|
0.1720
|
0.3440
|
0.3490
|
0.3560
|
Dividend per Share
2 |
0.1150
|
0.0610
|
0.0850
|
0.1460
|
0.0800
|
0.0800
|
0.1580
|
0.0900
|
0.0900
|
0.1700
|
0.2030
|
0.1940
|
0.1960
|
0.0940
|
0.0940
|
0.0940
|
0.1060
|
0.1040
|
0.2100
|
0.1030
|
0.2070
|
0.2090
|
0.2140
|
Announcement Date
|
19/11/19
|
26/05/20
|
17/11/20
|
25/05/21
|
13/11/22
|
16/11/21
|
16/11/21
|
24/02/22
|
24/05/22
|
24/05/22
|
13/11/22
|
28/05/23
|
13/11/23
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: March |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
630
|
800
|
799
|
1,115
|
1,023
|
1,298
|
1,271
|
1,215
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
1.784
x
|
1.854
x
|
1.88
x
|
2.037
x
|
1.579
x
|
1.949
x
|
1.795
x
|
1.631
x
|
Free Cash Flow
1 |
110
|
138
|
189
|
168
|
294
|
274
|
252
|
308
|
ROE (net income / shareholders' equity)
|
16.4%
|
17.2%
|
17.1%
|
24.3%
|
23.4%
|
23.2%
|
23.3%
|
23.5%
|
ROA (Net income/ Total Assets)
|
8.54%
|
7.39%
|
6.88%
|
9.92%
|
9.43%
|
10.8%
|
12.3%
|
13%
|
Assets
1 |
1,800
|
1,729
|
2,510
|
1,920
|
3,087
|
2,778
|
2,693
|
2,749
|
Book Value Per Share
2 |
2.250
|
2.280
|
2.220
|
2.320
|
2.820
|
2.800
|
3.080
|
3.360
|
Cash Flow per Share
2 |
0.4500
|
0.5300
|
0.5600
|
0.5900
|
0.9100
|
0.9300
|
0.9500
|
0.9400
|
Capex
1 |
109
|
121
|
81.1
|
119
|
146
|
169
|
185
|
181
|
Capex / Sales
|
6.54%
|
6.61%
|
4.6%
|
5.64%
|
6.03%
|
6.56%
|
6.53%
|
6.08%
|
Announcement Date
|
20/05/19
|
26/05/20
|
25/05/21
|
24/05/22
|
28/05/23
|
-
|
-
|
-
|
Last Close Price
13.09
AUD Average target price
12.85
AUD Spread / Average Target -1.81% Consensus |
1st Jan change
|
Capi.
|
---|
| +1.87% | 4.19B | | +14.09% | 18.61B | | +21.12% | 13.54B | | +8.00% | 13.2B | | +16.72% | 10.03B | | -28.16% | 6.2B | | -9.71% | 5.65B | | -1.25% | 5.05B | | -3.89% | 4.82B | | +7.14% | 4.78B |
Other Business Support Services
|