BABY BUNTING GROUP LIMITED (BBN)
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BBN

BBN - BABY BUNTING GROUP LIMITED

FNArena Sector : Apparel & Footwear
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 2.67
Index: ALL-ORDS

Baby Bunting is Australia's number one provider of nursery and baby products, including prams, car seats and babywear. Established in 1979, it became a listed company in 2015.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.00

14 Oct
2025

-0.170

OPEN

$3.17

-5.36%

HIGH

$3.22

1,670,873

LOW

$2.93

TARGET
$3.184

+0.26 change from previous day

 6.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AX1 . CCX . CTT . MYR . PMV . UNI .
FNARENA'S MARKET CONSENSUS FORECASTS
BBN: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 7.1 13.0 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx 100.0% 83.3% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 21.6 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

Last ex-div: 04/03 - ex-div 1.8c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx7.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx521.9 M
Book Value Per Share xxxxxxxxxxxxxxx83.5
Net Operating Cash Flow xxxxxxxxxxxxxxx51.9 M
Net Profit Margin xxxxxxxxxxxxxxx1.83 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx8.94 %
Return on Invested Capital xxxxxxxxxxxxxxx3.97 %
Return on Assets xxxxxxxxxxxxxxx2.84 %
Return on Equity xxxxxxxxxxxxxxx8.94 %
Return on Total Capital xxxxxxxxxxxxxxx8.16 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx43.4 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx38 M
Long Term Debt xxxxxxxxxxxxxxx129 M
Total Debt xxxxxxxxxxxxxxx166 M
Goodwill - Gross xxxxxxxxxxxxxxx45 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx12 M
Price To Book Value xxxxxxxxxxxxxxx2.23

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx12.9 M
Capex % of Sales xxxxxxxxxxxxxxx2.48 %
Cost of Goods Sold xxxxxxxxxxxxxxx352 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx147 M
Research & Development xxxxxxxxxxxxxxx0 M
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

0.3

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

4

xxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Citi

15/10/2025

1

Buy

$3.52

17.33%

Following deeper analysis of Baby Bunting's AGM trading update, Citi's earnings forecasts are largely unchanged, though some revisions were made to account for the 2H26 skew.

The broker now forecasts 1H26 net profit of $4.9m vs guidance of $4.5-5.5m, and 2H of $12.7m vs guidance of $12.5-14.5m.

Buy. Target rises to $3.52 from $3.04 on higher premium in valuation due to increased confidence in turnaround story.

Previously, the broker wrote:

Baby Bunting announced a positive trading update with sales coming in slightly above Citi's expectations. Adjusting for stores closed for refurbishment, like-for-like sales growth rose to 5.6% from 4% in the first six weeks of FY26.

Proforma FY26 net profit after tax guidance was indicated by the company at $17-$20m versus consensus at $18m, with more of a 2H skew than the analyst expected.

The CEO highlighted there had been no erosion of larger format store sales from two recently opened small format stores. 1Q26 gross margins were 40.6%, which is better than anticipated, up 30bps on the previous period and in excess of consensus at 40.5%.

FY26 gross margin guidance was retained at 41%.

FORECAST
Citi forecasts a full year FY26 dividend of 0.00 cents and EPS of 12.40 cents.
Citi forecasts a full year FY27 dividend of 9.00 cents and EPS of 17.10 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

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
Access Extra Coverage Research History >

BBN STOCK CHART

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