INFOMEDIA LIMITED (IFM)
Share Price Analysis and Chart

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IFM - INFOMEDIA LIMITED

FNArena Sector : Automobiles & Components

Year End: June

GICS Industry Group : Software & Services

Debt/EBITDA: 0.14

Index: ASX300 | ALL-ORDS | ALL-TECH

Infomedia is an Australian provider of information solutions to the global automotive industry through its Electronic Parts Catalogues. Founded in 1987, it listed on the ASX in 2000.

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$1.68 29 Aug 2025	-0.020 OPEN $1.68	-1.18% HIGH $1.68	529,175 LOW $1.67

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$1.68

29 Aug
2025

-0.020

OPEN

$1.68

-1.18%

HIGH

$1.68

529,175

LOW

$1.67

TARGET

$1.763

5.0% upside

Franking for last dividend paid out: 100%

OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . BAP . CAR . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	4.5	7.4	xxx
DPS (cps)	xxx	4.2	5.9	xxx
EPS Growth	xxx	31.7%	66.3%	xxx
DPS Growth	xxx	0.0%	40.5%	xxx
PE Ratio	xxx	N/A	22.7	xxx
Dividend Yield	xxx	N/A	3.5%	xxx
Div Pay Ratio(%)	xxx	94.4%	79.7%	xxx

Dividend yield today if purchased 3 years ago: 2.92%

DIVIDEND YIELD CALCULATOR

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: 30/08 - ex-div 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD

Copyright © 2025 FactSet UK Limited. All rights reserved

Title	2020	2021	2022	2023	2024	2025
EPS Basic	xxx	xxx	xxx	xxx	xxx	4.5
DPS All	xxx	xxx	xxx	xxx	xxx	4.2
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	146.5 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	37.9
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	53.5 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	11.39 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title	2020	2021	2022	2023	2024	2025
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	12.02 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	11.56 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	8.80 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	12.02 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	15.96 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	37.3 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	2020	2021	2022	2023	2024	2025
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	2 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	5 M
Total Debt	xxx	xxx	xxx	xxx	xxx	8 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	32 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	85 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	3.13

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title	2020	2021	2022	2023	2024	2025
Capex	xxx	xxx	xxx	xxx	xxx	20.5 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	13.98 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	114 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	9 M
Research & Development	xxx	xxx	xxx	xxx	xxx	2 M
Investments - Total	xxx	xxx	xxx	xxx	xxx	0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

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Sentiment Indicator

0.0

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
UBS	xx/xx/xxxx	3	xxxxxxxxx xx xxxxxxx xxxx xxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Bell Potter	26/08/2025	3	Hold	$1.72	2.38%	Infomedia's FY25 revenue was in line with guidance but 2% above Bell Potter's forecast. Underlying cash EBITDA also beat by 4% due to better than expected margin of 24% vs the broker's 23.6% estimate. FY26 revenue guidance of $152-159m was higher than the broker's forecast of $152m, with the company highlighting improved pipelines in EMEA and the Americas. FY26 revenue forecast lifted by 2% and FY27 by 3%, and underlying net profit forecast increased by 11% and 10%, respectively. Hold. Target unchanged at $1.72 (equal to offer price by TPG Capital) FORECAST Bell Potter forecasts a full year FY26 dividend of 7.50 cents and EPS of 6.30 cents. Bell Potter forecasts a full year FY27 dividend of 5.00 cents and EPS of 7.10 cents.
Shaw and Partners	xx/xx/xxxx	3	xxxxxxxxx xx xxxx xxxx xxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

UBS

xx/xx/xxxx

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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

26/08/2025

Hold

$1.72

2.38%

Infomedia's FY25 revenue was in line with guidance but 2% above Bell Potter's forecast. Underlying cash EBITDA also beat by 4% due to better than expected margin of 24% vs the broker's 23.6% estimate.

FY26 revenue guidance of $152-159m was higher than the broker's forecast of $152m, with the company highlighting improved pipelines in EMEA and the Americas.

FY26 revenue forecast lifted by 2% and FY27 by 3%, and underlying net profit forecast increased by 11% and 10%, respectively.

Hold. Target unchanged at $1.72 (equal to offer price by TPG Capital)

FORECAST
Bell Potter forecasts a full year FY26 dividend of 7.50 cents and EPS of 6.30 cents.
Bell Potter forecasts a full year FY27 dividend of 5.00 cents and EPS of 7.10 cents.

Shaw and Partners

xx/xx/xxxx

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Access Stockbroker Research History >

EXTRA COVERAGE

Display All Commentary

No. Of Recommendations

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
Moelis	08/08/2025	3	Downgrade to Hold from Buy	$1.83	8.93%	Moelis states TPG’s (private equity) $1.72 per share offer for Infomedia was unsurprising, noting it follows prior 2022 interest from three suitors and a depressed share price. The broker considers confusion around the buyer’s identity more concerning from a regulatory and asset allocation standpoint than from an M&A perspective. Infomedia’s board support sends a clear price signal and may prompt other suitors, although timing and strategic alignment remain key, in the broker's view. The report highlights Infomedia’s global software platforms are supported by entrenched data integrations and customer relationships, making them difficult to replicate, and cash generative. Moelis retains a $1.83 target but downgrades to Hold from Buy, as the deal price and share price rally reflect downside in the near-term outlook due to integration delays, tariff uncertainty and customer churn. FORECAST Moelis forecasts a full year FY26 dividend of 4.60 cents and EPS of 7.10 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Moelis

08/08/2025

Downgrade to Hold from Buy

$1.83

8.93%

Moelis states TPG’s (private equity) $1.72 per share offer for Infomedia was unsurprising, noting it follows prior 2022 interest from three suitors and a depressed share price.

The broker considers confusion around the buyer’s identity more concerning from a regulatory and asset allocation standpoint than from an M&A perspective.

Infomedia’s board support sends a clear price signal and may prompt other suitors, although timing and strategic alignment remain key, in the broker's view.

The report highlights Infomedia’s global software platforms are supported by entrenched data integrations and customer relationships, making them difficult to replicate, and cash generative.

Moelis retains a $1.83 target but downgrades to Hold from Buy, as the deal price and share price rally reflect downside in the near-term outlook due to integration delays, tariff uncertainty and customer churn.

FORECAST
Moelis forecasts a full year FY26 dividend of 4.60 cents and EPS of 7.10 cents.

Access Extra Coverage Research History >

IFM STOCK CHART

FNArena News on IFM

1	FNArena Corporate Results Monitor – 26-08-2025 Aug 26 2025 - Australia

2	Australian Broker Call Extra Edition – Aug 08, 2025 Aug 11 2025 - Daily Market Reports

3	Weekly Ratings, Targets, Forecast Changes – 08-08-25 Aug 11 2025 - Weekly Reports

4	Next Week At A Glance -11-15 Aug 2025 Aug 08 2025 - Weekly Reports

5	FNArena Corporate Results Monitor – 19-02-2025 Feb 19 2025 - Australia

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Dividend Yield Today On Last Actual Payout :	2.50
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
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INFOMEDIA LIMITED (IFM)
Share Price Analysis and Chart