SUPER RETAIL GROUP LIMITED (SUL)
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SUL

SUL - SUPER RETAIL GROUP LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.64
Index: ASX200 | ASX300 | ALL-ORDS

Super Retail Group owns and operates a number of retail brands in Australia, including Rebel Sport, Supercheap Auto, Macpac and BCF. Founded in 1972, the company listed as Supercheap Auto in 2004.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$18.81

29 Aug
2025

0.220

OPEN

$18.55

1.18%

HIGH

$18.82

362,204

LOW

$18.54

TARGET
$18.483 -1.7% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . BAP . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SNL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
SUL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 98.2 108.4 xxx
DPS (cps) xxx 96.0 69.4 xxx
EPS Growth xxx - 7.6% 10.4% xxx
DPS Growth xxx - 19.3% - 27.7% xxx
PE Ratio xxx N/A 17.3 xxx
Dividend Yield xxx N/A 3.7% xxx
Div Pay Ratio(%) xxx 97.7% 64.0% xxx

Dividend yield today if purchased 3 years ago: 9.26%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.10

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: 09/09 - ex-div 87c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx98.2
DPS All xxxxxxxxxxxxxxx96.0
Sales/Revenue xxxxxxxxxxxxxxx4,070.1 M
Book Value Per Share xxxxxxxxxxxxxxx585.1
Net Operating Cash Flow xxxxxxxxxxxxxxx513.0 M
Net Profit Margin xxxxxxxxxxxxxxx5.45 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx16.46 %
Return on Invested Capital xxxxxxxxxxxxxxx9.62 %
Return on Assets xxxxxxxxxxxxxxx6.02 %
Return on Equity xxxxxxxxxxxxxxx16.46 %
Return on Total Capital xxxxxxxxxxxxxxx15.65 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx78.5 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 xxxxxxxxxxxxxxx224 M
Long Term Debt xxxxxxxxxxxxxxx1,012 M
Total Debt xxxxxxxxxxxxxxx1,236 M
Goodwill - Gross xxxxxxxxxxxxxxx530 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx63 M
Price To Book Value xxxxxxxxxxxxxxx2.40

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx165.7 M
Capex % of Sales xxxxxxxxxxxxxxx4.07 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,213 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,464 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

0.1

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

22/08/2025

1

Buy

$20.50

8.98%

Following full review of Super Retail's FY25 result, Citi lifted its target price to $20.50 from $16.50, after lifting EBIT forecasts by 6-8% over the forecast period.

Buy maintained.

On initial inspection Citi wrote:

Super Retail announced better-than-expected FY25 earnings (EBIT), beating Citi's forecast by 4% and above consensus by 6%, with a notably better 2H result, exceeding consensus by 14%.

Like-for-like sales grew 3.1%, and 5% total growth was achieved at group level. A special 30c dividend was announced, below the 50c forecast.

Rebel earnings (EBIT) grew 15% in 2H25 against a decline of -7% in 1H25. Supercheap Auto earnings (EBIT) came in 5% above forecast, with a turnaround in 2H from better Auto sales and an improvement in margin of 30bps.

Citi views the lower dividend as possibly disappointing to some investors, but the significant earnings beat is a positive.

FORECAST
Citi forecasts a full year FY26 dividend of 74.50 cents and EPS of 113.10 cents.
Citi forecasts a full year FY27 dividend of 85.50 cents and EPS of 129.80 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$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

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

26/08/2025

3

Downgrade to Neutral from Overweight

$18.00

-4.31%

Super Retail's FY25 EBIT beat expectations by 6%, driven by a 14% beat in 2H25 following material improvement in 4Q.

Jarden notes the outperformance was driven by sales growth in Rebel and Supercheap Auto, gross margin improvement via targeted promotion and reduced marketing spend by using loyalty.

The company is guiding to flat margin growth in FY26 but the broker is optimistic, factoring in 20bps expansion, on improved sales trends. FY26-28 net profit forecasts lifted by around 8%.

Target rises to $18.00 from $14.80. Rating downgraded to Neutral from Overweight.

FORECAST
Jarden forecasts a full year FY26 dividend of 74.00 cents and EPS of 105.80 cents.
Jarden forecasts a full year FY27 dividend of 83.00 cents and EPS of 119.60 cents.
Access Extra Coverage Research History >

SUL STOCK CHART

FNArena News on SUL

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 29-08-25

Aug 29 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Aug 27, 2025

Aug 27 2025 - Daily Market Reports
3
FNArena Corporate Results Monitor – 22-08-2025

Aug 22 2025 - Australia
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