BEACON LIGHTING GROUP LIMITED (BLX)
Share Price Analysis and Chart

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BLX

BLX - BEACON LIGHTING GROUP LIMITED

FNArena Sector : Furniture & Renovation
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.94
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.83

14 Jan
2026

0.090

OPEN

$2.74

3.28%

HIGH

$2.83

176,484

LOW

$2.65

TARGET
$3.70 30.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ADH . GWA . HVN . JBH . JYC . NCK . REH . TPW .
FNARENA'S MARKET CONSENSUS FORECASTS
BLX: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 12.9 13.8 xxx
DPS (cps) xxx 8.0 8.3 xxx
EPS Growth xxx - 3.3% 6.5% xxx
DPS Growth xxx 1.3% 4.1% xxx
PE Ratio xxx N/A 19.9 xxx
Dividend Yield xxx N/A 3.0% xxx
Div Pay Ratio(%) xxx 62.0% 60.5% xxx

Dividend yield today if purchased 3 years ago: 3.74%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.92

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: 04/09 - ex-div 3.90c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic 10.116.918.215.113.412.9
DPS All 5.08.89.38.37.98.0
Sales/Revenue 253.0 M289.3 M304.8 M312.4 M323.5 M329.4 M
Book Value Per Share 39.350.260.166.473.179.9
Net Operating Cash Flow 55.4 M61.2 M52.4 M48.9 M75.1 M64.0 M
Net Profit Margin 8.79 %13.01 %13.36 %10.77 %9.30 %8.91 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed 26.12 %37.79 %33.07 %23.76 %19.12 %16.86 %
Return on Invested Capital 15.18 %18.81 %18.44 %13.90 %11.51 %10.39 %
Return on Assets 9.69 %12.25 %12.07 %9.80 %8.20 %7.05 %
Return on Equity 26.12 %37.79 %33.07 %23.76 %19.12 %16.86 %
Return on Total Capital 19.27 %24.59 %23.67 %18.76 %16.13 %14.52 %
Free Cash Flow ex dividends 40.9 M40.7 M22.9 M18.7 M52.5 M40.7 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 40 M44 M46 M46 M52 M53 M
Long Term Debt 103 M98 M98 M103 M105 M112 M
Total Debt 144 M141 M144 M149 M157 M164 M
Goodwill - Gross 13 M14 M14 M14 M14 M14 M
Cash & Equivalents - Generic 45 M34 M28 M21 M36 M45 M
Price To Book Value 2.753.702.932.243.424.48

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 6.3 M7.9 M9.6 M11.6 M9.0 M10.5 M
Capex % of Sales 2.50 %2.73 %3.15 %3.73 %2.78 %3.19 %
Cost of Goods Sold 91 M91 M94 M101 M100 M102 M
Selling, General & Admin. Exp & Other 127 M138 M148 M158 M173 M179 M
Research & Development ------
Investments - Total 0 M15 M20 M20 M20 M25 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

0.9

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

15/10/2025

1

Buy

$3.70

30.74%

Ord Minnett observes Beacon Lighting reported moderating sales in late 1Q26 from the positive momentum seen in 4Q25 and early 1Q26. This implies flat y/y sales growth, in the broker's view.

Trade sales remain the key growth driver, supported by new stores at Auburn and Altona and upsizing at Geelong and McGraths Hill stores. The company will also acquire the St Kilda franchised store, further expanding its owned network.

The broker notes 2Q is expected to be more critical for earnings, requiring a slight sales pick-up to meet forecasts.

Target trimmed to $3.70 from $3.85. Buy maintained.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 8.70 cents and EPS of 14.40 cents.
Ord Minnett forecasts a full year FY27 dividend of 10.00 cents and EPS of 16.90 cents.

Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$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

Jarden

15/10/2025

2

Overweight

$3.40

20.14%

Beacon Lighting reported softer first quarter trading, observes Jarden, with AGM commentary indicating slower store sales momentum from late August through September.

The broker attributes the weakness in retail to a subdued housing market, Reserve Bank of Australia policy uncertainty, and customers delaying purchases ahead of promotional periods. Positively, trade sales continue to grow.

The analyst expects a cyclical housing recovery from FY27, positioning Beacon well to benefit from improved demand and operating leverage when the cycle turns.

The broker lowers its target price to $3.40 from $3.60 on reduced earnings forecasts and retains an Overweight rating.
Access Extra Coverage Research History >

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