Update shared on 10 Dec 2025
Analysts have raised their price target for Monadelphous Group slightly to A$23.39, citing a marginally higher discount rate and future P/E assumptions, while keeping revenue growth and profit margin forecasts broadly unchanged.
What's in the News
- Monadelphous Group signalled it will actively pursue acquisitions to support long term growth, leveraging its strong balance sheet to fund deals. (2025 AGM)
- Management outlined a strategy to expand service offerings beyond traditional core contracts, aiming to capture a broader share of the maintenance and engineering value chain. (2025 AGM)
- The company plans to diversify its geographic and sector exposure, seeking new markets to reduce reliance on any single commodity or region. (2025 AGM)
- Targeted acquisition opportunities will focus on building a more resilient, less cyclical business profile over the medium term. (2025 AGM)
Valuation Changes
- Fair Value Estimate unchanged at A$23.39 per share, indicating no material revision to the central valuation outcome.
- Discount Rate risen slightly from 8.05 percent to 8.06 percent, reflecting a modest adjustment to the required return assumption.
- Revenue Growth effectively unchanged at around 9.43 percent per annum, suggesting no shift in top line expectations.
- Net Profit Margin stable at approximately 3.79 percent, with only immaterial rounding differences in the latest update.
- Future P/E risen slightly from 27.18 times to 27.18 times, implying a marginally higher valuation multiple applied to forecast earnings.
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