PACT GROUP HOLDINGS LIMITED (PGH)
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PGH - PACT GROUP HOLDINGS LIMITED

FNArena Sector : Paper & Packaging
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 4.59
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.695

25 Sep
2023

-0.010

OPEN

$0.71

-1.42%

HIGH

$0.71

349,378

LOW

$0.70

TARGET
$0.94 35.3% upside
Franking for last dividend paid out: 65%
OTHER COMPANIES IN THE SAME SECTOR
AMC . ORA . PPG . SES .
FNARENA'S MARKET CONSENSUS FORECASTS
PGH: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx - 1.9 12.2 xxx
DPS (cps) xxx 0.0 3.6 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 5.7 xxx
Dividend Yield xxx N/A 5.2% xxx
Div Pay Ratio(%) xxx N/A 29.5% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 24/08 - ex-div 1.5c (franking 65%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx-1.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx1,948.6 M
Book Value Per Share xxxxxxxxxxxxxxx118.7
Net Operating Cash Flow xxxxxxxxxxxxxxx187.9 M
Net Profit Margin xxxxxxxxxxxxxxx-0.34 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx-1.59 %
Return on Invested Capital xxxxxxxxxxxxxxx-0.44 %
Return on Assets xxxxxxxxxxxxxxx-0.30 %
Return on Equity xxxxxxxxxxxxxxx-1.59 %
Return on Total Capital xxxxxxxxxxxxxxx8.12 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx52.9 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 xxxxxxxxxxxxxxx82 M
Long Term Debt xxxxxxxxxxxxxxx1,115 M
Total Debt xxxxxxxxxxxxxxx1,197 M
Goodwill - Gross xxxxxxxxxxxxxxx678 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx79 M
Price To Book Value xxxxxxxxxxxxxxx0.56

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx129.8 M
Capex % of Sales xxxxxxxxxxxxxxx6.66 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,495 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx324 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx49 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

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

17/08/2023

3

Neutral

$0.94

35.25%

Pact Group's FY23 results were slighttly ahead of Macquarie's estimates while the lack of a final dividend was in line with expectations.

The broker finds the FY24 outlook relatively opaque, with no guidance reflecting the uncertain environment and the successive downgrades in FY23.

The company has indicated inflation remains elevated and a stabilising of input costs along with cost reductions will be key for the FY24 performance.

The broker finds the 50% sale of RPC a positive for gearing yet awaits more clarity at the November AGM regarding first half trading. Neutral rating and $0.94 target maintained.

FORECAST
Macquarie forecasts a full year FY24 dividend of 3.60 cents and EPS of 12.20 cents.
Macquarie forecasts a full year FY25 dividend of 5.40 cents and EPS of 13.60 cents.
Access Stockbroker Research History >

PGH STOCK CHART

FNArena News on PGH

1
Australian Broker Call *Extra* Edition – Aug 22, 2023

Aug 22 2023 - Daily Market Reports
2
FNArena Corporate Results Monitor – 17-08-2023

Aug 17 2023 - Australia
3
Australian Broker Call *Extra* Edition – May 19, 2023

May 19 2023 - Daily Market Reports
4
ESG Focus: Tough Season But Winners Grin

Mar 24 2023 - ESG Focus
5
Rudi’s Comprehensive February 2023 Review

Mar 23 2023 - Feature Stories

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