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

30 Nov
2023

0.000

OPEN

$14.22

0.000

HIGH

$14.27

369,314

LOW

$14.07

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 69.7 xxx
DPS (cps) xxx 49.0 59.8 xxx
EPS Growth xxx 1.7% 24.8% xxx
DPS Growth xxx 0.0% 22.0% xxx
PE Ratio xxx N/A 20.2 xxx
Dividend Yield xxx N/A 4.2% xxx
Div Pay Ratio(%) xxx 87.7% 85.8% xxx

Dividend yield today if purchased 3 years ago: 3.58%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

3.48

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

22/11/2023

3

Neutral

$15.00

5.78%

Monadelphous Group has outlined a significant pipeline of prospects in the resources and energy sectors, but warns skilled labour shortages will likely prove a constraint in the short term. The company has confirmed $1.1bn in contract wins year-to-date.

The company suggests second half revenue will be similar to first half revenue, and UBS is forecasting revenue of $1.0bn and $1.1bn respectively, reflecting 14% revenue growth over the full year. 

The Neutral rating is retained and the target price increases to $15.00 from $14.50.

FORECAST
UBS forecasts a full year FY24 EPS of 68.00 cents.
UBS forecasts a full year FY25 EPS of 73.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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MND STOCK CHART