CSR LIMITED (CSR)
Share Price Analysis and Chart

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CSR - CSR LIMITED

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Debt/EBITDA: 0.53
Index: ASX200 | ASX300 | ALL-ORDS

CSR is an Australian industrial company providing building products for residential and commercial construction. It also owns a 25% stake in the Tomago Aluminium smelter near Newcastle, NSW. Originally the Colonial Sugar Refining Co, it has been listed since 1962.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.67

27 Sep
2023

0.020

OPEN

$5.61

0.35%

HIGH

$5.67

1,557,469

LOW

$5.58

TARGET
$5.621 -0.9% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . ACF . BKW . BLD . BRI . FBR . FBU . JHX . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
CSR: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 45.5 37.4 xxx
DPS (cps) xxx 36.5 28.0 xxx
EPS Growth xxx - 18.4% - 17.9% xxx
DPS Growth xxx 15.9% - 23.4% xxx
PE Ratio xxx N/A 15.0 xxx
Dividend Yield xxx N/A 5.0% xxx
Div Pay Ratio(%) xxx 80.1% 74.8% xxx

Dividend yield today if purchased 3 years ago: 8.45%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.51

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: 26/05 - ex-div 20c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx45.5
DPS All xxxxxxxxxxxxxxx36.5
Sales/Revenue xxxxxxxxxxxxxxx2,613.3 M
Book Value Per Share xxxxxxxxxxxxxxx244.5
Net Operating Cash Flow xxxxxxxxxxxxxxx104.3 M
Net Profit Margin xxxxxxxxxxxxxxx8.36 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx20.10 %
Return on Invested Capital xxxxxxxxxxxxxxx17.90 %
Return on Assets xxxxxxxxxxxxxxx9.34 %
Return on Equity xxxxxxxxxxxxxxx20.10 %
Return on Total Capital xxxxxxxxxxxxxxx18.14 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-146.8 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx33 M
Long Term Debt xxxxxxxxxxxxxxx131 M
Total Debt xxxxxxxxxxxxxxx164 M
Goodwill - Gross xxxxxxxxxxxxxxx60 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx132 M
Price To Book Value xxxxxxxxxxxxxxx1.94

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx84.5 M
Capex % of Sales xxxxxxxxxxxxxxx3.23 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,855 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx535 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx66 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

0.0

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxxxx xxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

29/06/2023

3

Initiation of coverage with Hold

$5.60

-1.23%

Bell Potter initiates coverage of diversified manufacturer CSR with a Hold rating and a $5.60 target price, sitting below consensus.

The broker observes that roughly 70% of CSR's property value is located in suburbs surrounding Badgery's Creek airport.

Market rents there jumped 40% in the year to March 31, notes the broker, as local infrastructure development and changing structural demand for inventory space underpinned demand. 

Bell Potter believes CSR therefore offers an avenue for investors to participate from rising land values in the area. Holding as much operational land as surplus land, the broker says the company carries strong long-term development option value.

On the flip side, strength in Building Products is likely to have peaked but the broker remains drawn to the long-term market-share prospects for Hebel in Australia.

FORECAST
Bell Potter forecasts a full year FY24 dividend of 27.00 cents and EPS of 38.30 cents.
Bell Potter forecasts a full year FY25 dividend of 27.00 cents and EPS of 35.40 cents.

Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

CSR STOCK CHART

FNArena News on CSR

1
Rudi’s View: Helia, Hub24, Judo, QBE, ResMed, Santos, Telstra & Xero

Aug 09 2023 - Rudi's View
2
In Brief: Healthcare, Travel, Technology, Housing & US Debt Downgrade

Aug 04 2023 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Aug 03, 2023

Aug 03 2023 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Jul 10, 2023

Jul 10 2023 - Daily Market Reports
5
In Brief: Banks, Beef, Housing Construction & The US Economy

Jun 02 2023 - Weekly Reports

Latest Building Products & Services News

1
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
2
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
3
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest
4
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Mar 30 2023 - Australia
5
Boral Shares Surge, Brokers Remain Cautious

Feb 09 2023 - Australia
6
Eye On (Small Cap) Building & Materials Stocks

Feb 01 2023 - Small Caps
7
Cost Blow-Out Rattles Fletcher Building

Dec 21 2022 - Australia
8
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Dec 21 2022 - Australia
9
Maas Moves In On Melbourne Market

Dec 12 2022 - Small Caps
10
Fletcher Building Too Cautious, Too Cheap

Nov 30 2022 - Australia