CSR LIMITED (CSR)
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CSR - CSR LIMITED

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
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

$4.95

05 Dec
2022

-0.070

OPEN

$5.07

-1.39%

HIGH

$5.07

2,392,944

LOW

$4.94

TARGET
$5.47 10.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . BKW . BLD . JHX . WGN . FBR . MGH . SFC . ACF . FBU . RWC . ITG . JLG . SRG . BRI .
FNARENA'S MARKET CONSENSUS FORECASTS
CSR: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 55.8 44.0 xxx
DPS (cps) xxx 31.5 34.7 xxx
EPS Growth xxx 85.4% - 21.2% xxx
DPS Growth xxx - 13.7% 10.2% xxx
PE Ratio xxx N/A 11.2 xxx
Dividend Yield xxx N/A 7.0% xxx
Div Pay Ratio(%) xxx 56.4% 78.9% xxx

Dividend yield today if purchased 3 years ago: 6.67%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.27

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: 09/11 - ex-div 16.5c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx55.8
DPS All xxxxxxxxxxxxxxx31.5
Sales/Revenue xxxxxxxxxxxxxxx2,311.6 M
Book Value Per Share xxxxxxxxxxxxxxx207.5
Net Operating Cash Flow xxxxxxxxxxxxxxx205.2 M
Net Profit Margin xxxxxxxxxxxxxxx11.71 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx25.46 %
Return on Invested Capital xxxxxxxxxxxxxxx22.53 %
Return on Assets xxxxxxxxxxxxxxx11.72 %
Return on Equity xxxxxxxxxxxxxxx25.46 %
Return on Total Capital xxxxxxxxxxxxxxx17.90 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-16.8 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.5

No. Of Recommendations

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

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1

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$xx.xx

xx.xx%

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xx/xx/xxxx

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xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

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xx.xx%

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Ord Minnett

07/11/2022

3

Hold

$4.92

-0.61%

Ord Minnett observes from CSR's 1H results, previously announced price rises are finally flowing through to revenues for the core Building Products business, which delivered a record 15.3% earnings margin for the segment.

While overall earnings beat the analyst's estimate, the valuation for the Building Products business is full and James Hardie Industries ((JHX)) represents better relative value.

The broker highlights the volatility of costs for the Aluminium segment and expects earnings will be impacted by higher carbon-based input costs for the next 12–18 months.

The target rises to $4.92 from $4.80 and the Hold rating remains.

This stock is not covered in-house by Ord Minnett. Instead, the broker whitelabels research by JP Morgan.

FORECAST
Ord Minnett forecasts a full year FY23 dividend of 34.00 cents and EPS of 44.00 cents.
Ord Minnett forecasts a full year FY24 dividend of 32.00 cents and EPS of 40.00 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

CSR STOCK CHART

FNArena News on CSR

1
Australian Broker Call *Extra* Edition – Nov 17, 2022

Nov 17 2022 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Nov 16, 2022

Nov 16 2022 - Daily Market Reports
3
Rudi’s View: More Choice For Income Hunters

Nov 10 2022 - Rudi's View
4
CSR Excels Amid Housing & Inflation Uncertainty

Nov 08 2022 - Australia
5
FNArena Corporate Results Monitor – 07-11-2022

Nov 07 2022 - Australia

Latest Building Products & Services News

1
Fletcher Building Too Cautious, Too Cheap

Nov 30 2022 - Australia
2
CSR Excels Amid Housing & Inflation Uncertainty

Nov 08 2022 - Australia
3
Over-Reliance?

Oct 26 2022 - Australia
4
Brickworks Builds On Property Benefits

Sep 27 2022 - Small Caps
5
Maas Group Very Confident About Growth Outlook

Aug 24 2022 - Small Caps
6
James Hardie: Price Rises Help Offset Higher Costs

Aug 18 2022 - Australia
7
Relief In Sight For James Hardie

Jul 05 2022 - Technicals
8
Diversification And Regional Strengths Power Maas

Jun 15 2022 - Australia
9
James Hardie Partly Shielded From Housing Downturn

May 19 2022 - Australia
10
Treasure Chest: Too Soon For Reliance Worldwide

Apr 06 2022 - Treasure Chest