LINDSAY AUSTRALIA LIMITED (LAU)
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LAU - LINDSAY AUSTRALIA LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 2.31
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.12

22 Sep
2023

0.015

OPEN

$1.10

1.36%

HIGH

$1.14

362,278

LOW

$1.10

TARGET
$1.55 38.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
a2b . ACE . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KLS . KSC . NTD . QAN . QUB . SLH . SPZ . SST . THL . WTC . Z2U .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 11.4 13.8 xxx
DPS (cps) xxx 4.9 5.9 xxx
EPS Growth xxx 78.4% 21.1% xxx
DPS Growth xxx 53.1% 19.7% xxx
PE Ratio xxx N/A 8.1 xxx
Dividend Yield xxx N/A 5.2% xxx
Div Pay Ratio(%) xxx 43.0% 42.5% xxx

Dividend yield today if purchased 3 years ago: 13.61%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.38

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: 21/09 - ex-div 3c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx11.4
DPS All xxxxxxxxxxxxxxx4.9
Sales/Revenue xxxxxxxxxxxxxxx676.2 M
Book Value Per Share xxxxxxxxxxxxxxx42.0
Net Operating Cash Flow xxxxxxxxxxxxxxx86.0 M
Net Profit Margin xxxxxxxxxxxxxxx5.10 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx29.98 %
Return on Invested Capital xxxxxxxxxxxxxxx12.06 %
Return on Assets xxxxxxxxxxxxxxx7.49 %
Return on Equity xxxxxxxxxxxxxxx29.98 %
Return on Total Capital xxxxxxxxxxxxxxx17.41 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx40.1 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 xxxxxxxxxxxxxxx46 M
Long Term Debt xxxxxxxxxxxxxxx188 M
Total Debt xxxxxxxxxxxxxxx234 M
Goodwill - Gross xxxxxxxxxxxxxxx8 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx52 M
Price To Book Value xxxxxxxxxxxxxxx2.72

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx36.5 M
Capex % of Sales xxxxxxxxxxxxxxx5.40 %
Cost of Goods Sold xxxxxxxxxxxxxxx574 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx43 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

29/08/2023

1

Add

$1.50

33.93%

In the wake of in-line FY23 results, Morgans suggests the outlook is positive as Lindsay Australia drives opearating efficiencies from capacity added during FY23. A final fully franked 3cps dividend was declared.

Demand remains solid and a change in business mix will drive a more consistent earnings run-rate into FY24, suggests management. M&A also remains on the agenda.

The broker's forecasts are largely unchanged apart from a modest increase to FY24 capex which drags the target down to $1.50 from $1.55. The Add rating is maintained.

FORECAST
Morgans forecasts a full year FY24 dividend of 5.80 cents and EPS of 14.10 cents.
Morgans forecasts a full year FY25 dividend of 6.10 cents and EPS of 14.40 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

LAU STOCK CHART

FNArena News on LAU

1
Lindsay Australia: Transported To Growth

Sep 13 2023 - Small Caps
2
Australian Broker Call *Extra* Edition – Sep 04, 2023

Sep 04 2023 - Daily Market Reports
3
FNArena Corporate Results Monitor – 29-08-2023

Aug 29 2023 - Australia
4
Australian Broker Call *Extra* Edition – Jul 06, 2023

Jul 06 2023 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – May 10, 2023

May 10 2023 - Daily Market Reports

Latest Transportation & Logistics News

1
Lindsay Australia: Transported To Growth

Sep 13 2023 - Small Caps
2
Qantas Flying High, But Sustainability In Question

May 24 2023 - Australia
3
A Better Brambles Exudes Confidence

Mar 01 2023 - Australia
4
Price Performance Drives Brambles’ Turnaround

Oct 20 2022 - Australia
5
Brambles Executes On Pricing & Costs

Aug 19 2022 - Australia
6
Trouble On The Aurizon

Aug 10 2022 - Australia
7
Brambles: No Plastic, Fantastic

Jul 04 2022 - Australia
8
Brambles: Worth Holding

May 17 2022 - Technicals
9
Brambles In The Weeds Over Plastic Indecision

Apr 26 2022 - Australia
10
Treasure Chest: Brambles Sour On The Palate

Dec 21 2021 - Treasure Chest