MONADELPHOUS GROUP LIMITED (MND)
Share Price Analysis and Chart

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MND - MONADELPHOUS GROUP LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.96
Index: ASX200 | ASX300 | ALL-ORDS

Monadelphous is an Australian engineering company providing construction, maintenance and industrial services to the resource, energy and infrastructure sectors. Formed in 1989, it listed on the ASX in 1991.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$14.18

07 Dec
2023

-0.220

OPEN

$14.31

-1.53%

HIGH

$14.38

294,737

LOW

$14.18

TARGET
$15.125 6.7% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . BLY . C79 . CDA . CDD . DCG . DOW . EHL . GNG . IMD . IPG . IPL . LBL . LYL . MAD . MAH . MIN . MLG . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SRG . SVW . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
MND: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 55.9 65.2 xxx
DPS (cps) xxx 49.0 55.6 xxx
EPS Growth xxx 1.7% 16.7% xxx
DPS Growth xxx 0.0% 13.5% xxx
PE Ratio xxx N/A 21.6 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 87.7% 85.3% xxx

Dividend yield today if purchased 3 years ago: 3.25%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.47

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: 07/09 - ex-div 25c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx55.9
DPS All xxxxxxxxxxxxxxx49.0
Sales/Revenue xxxxxxxxxxxxxxx1,721.0 M
Book Value Per Share xxxxxxxxxxxxxxx454.6
Net Operating Cash Flow xxxxxxxxxxxxxxx93.3 M
Net Profit Margin xxxxxxxxxxxxxxx3.11 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx12.60 %
Return on Invested Capital xxxxxxxxxxxxxxx10.85 %
Return on Assets xxxxxxxxxxxxxxx6.87 %
Return on Equity xxxxxxxxxxxxxxx12.60 %
Return on Total Capital xxxxxxxxxxxxxxx11.29 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx32.2 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 xxxxxxxxxxxxxxx24 M
Long Term Debt xxxxxxxxxxxxxxx64 M
Total Debt xxxxxxxxxxxxxxx89 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx178 M
Price To Book Value xxxxxxxxxxxxxxx2.58

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx19.0 M
Capex % of Sales xxxxxxxxxxxxxxx1.11 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,602 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx59 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx15 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

0.5

No. Of Recommendations

4
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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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Citi

22/11/2023

1

Buy

$16.20

14.25%

Monadelphous Group has provided full year revenue guidance, and while Citi was left somewhat disappointed by the numbers, it does find the company's ability to provide full year guidance encouraging, and indicative of improved topline visibility. 

The broker also points out Monadelphous Group has provided conservative guidance in recent years, but notes a beat is dependent on how quickly Monadelphous can ramp up recent contract wins. 

The Buy rating is retained and the target price increases to $16.20 from $15.30.

FORECAST
Citi forecasts a full year FY24 dividend of 59.10 cents and EPS of 66.50 cents.
Citi forecasts a full year FY25 dividend of 68.70 cents and EPS of 77.40 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

MND STOCK CHART

FNArena News on MND

1
ESG Focus: The Little Big Things – 30-11-2023

Nov 30 2023 - ESG Focus
2
Australian Broker Call *Extra* Edition – Nov 29, 2023

Nov 29 2023 - Daily Market Reports
3
ESG Focus: Rounding Up A Psychosocial FY23 Season

Nov 20 2023 - ESG Focus
4
ESG Focus: Day Of The TRIFRS

Nov 09 2023 - ESG Focus
5
In Case You Missed It – BC Extra Upgrades & Downgrades – 22-09-23

Sep 22 2023 - Weekly Reports

Latest Mining Sector Contracting News

1
Treasure Chest: Orica’s Technology Tailwind

Nov 21 2023 - Treasure Chest
2
Orica’s Green Ambitions Well-Received

Sep 25 2023 - Australia
3
Gold & Copper Add Confidence To DDH1’s Future

Feb 08 2023 - Small Caps
4
Mader Group Targets US Growth

Dec 22 2022 - Small Caps
5
Perenti Pleases with Guidance Upgrade

Dec 22 2022 - Small Caps
6
The Evolution of Imdex

Sep 15 2022 - Small Caps
7
Treasure Chest: Mining Services Undervalued

May 18 2022 - Treasure Chest
8
DDH1 On The Expansion Trail

Sep 10 2021 - Small Caps
9
New Work The Catalyst For Monadelphous

Aug 27 2021 - Australia
10
Labour Pressures Weigh On NRW Holdings

Aug 24 2021 - Australia