Global Export Retail And E-Commerce Expansion Will Capture Rising Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

20 Aug 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-21.6%

7D

-3.7%

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1Y

-21.6%

7D

-3.7%

You can edit this narrative until Aug 20 11:10 AM. Then, changes will post as Updates.

Author's Valuation

AU$40.519.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 20 Aug 25

Fair value Increased 8.19%

The upward revision in ARB's consensus analyst price target is primarily driven by improved revenue growth forecasts and a slightly higher future P/E multiple, resulting in a fair value increase from A$37.44 to A$40.50. Valuation Changes Summary of Valuation Changes for ARB The Consensus Analyst Price Target has risen from A$37.44 to A$40.50.

Shared on 01 May 25

Fair value Decreased 3.69%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 3.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$40.5

19.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

7.37%

Auto Components revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.83%

Calculation

AU$136.63m

Earnings '28

x

30.44x

PE Ratio '28

=

AU$4.16b

Market Cap '28

AU$4.16b

Market Cap '28

/

83.64m

No. shares '28

=

AU$49.72

Share Price '28

AU$49.72 Share Price '28

Discounted to 2025 @ 7.35% p.a.

=

AU$40.19

Fair Value '25