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MND: Rising Discount Rate and High P/E Will Challenge Future Returns

Update shared on 11 Nov 2025

Fair value Increased 6.92%
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AnalystConsensusTarget's Fair Value
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1Y
117.1%
7D
19.8%

Analysts have raised their price target for Monadelphous Group from $20.41 to $21.82. This reflects improved expectations for revenue growth and profit margins.

What's in the News

  • The company has declared an ordinary fully paid dividend of AUD 0.39 for the six months ending June 30, 2025. Payment is scheduled for September 25, 2025 (company announcement).
  • The dividend record date is set for September 4, 2025, and the ex-dividend date is September 3, 2025 (company announcement).

Valuation Changes

  • Fair Value: Increased from A$20.41 to A$21.82, reflecting an improved outlook.
  • Discount Rate: Increased slightly from 7.76% to 8.05%.
  • Revenue Growth: Forecast was raised from 6.65% to 7.03%.
  • Net Profit Margin: Remained stable, moving marginally from 3.80% to 3.80%.
  • Future P/E: Expected to rise from 25.35x to 27.02x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.