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US And Australian Shipyard Expansion Will Unlock Future Markets

Published
09 Feb 25
Updated
31 Aug 25
AnalystConsensusTarget's Fair Value
AU$7.30
13.0% overvalued intrinsic discount
04 Sep
AU$8.25
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1Y
292.9%
7D
8.8%

Author's Valuation

AU$7.3

13.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Aug 25
Fair value Increased 16%

Austal’s consensus price target increased to A$6.70 as a result of a sharply higher future P/E, which outweighs the impact of a modestly lower net profit margin. What's in the News Austal upgraded its unaudited FY2025 EBIT guidance to not less than AUD 100 million, up from not less than AUD 80 million.

Shared on07 Aug 25
Fair value Increased 15%

The significant increase in Austal’s future P/E multiple suggests improved earnings growth sentiment among analysts, driving the consensus analyst price target higher from A$5.48 to A$6.08. What's in the News Austal Limited added to S&P/ASX 200 Industrials Sector Index.

Shared on29 Jul 25
Fair value Increased 12%

Austal's consensus price target has increased, driven by a stronger net profit margin and a significant decline in its future P/E, supporting a higher fair value of A$5.48. What's in the News Austal Limited added to S&P/ASX 200 Index.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 15%

AnalystConsensusTarget has increased future PE multiple from 25.2x to 28.8x.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 22%

AnalystConsensusTarget has decreased revenue growth from 14.0% to 12.4%, decreased profit margin from 3.7% to 3.3% and increased future PE multiple from 18.4x to 25.2x.