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Australian Infrastructure And Energy Sectors Will Unlock Enduring Value

Published
23 Feb 25
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
AU$52.68
8.9% undervalued intrinsic discount
19 Sep
AU$48.02
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1Y
12.2%
7D
-4.0%

Author's Valuation

AU$52.688.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Sep 25
Fair value Increased 2.34%

The slight upward revision in SGH’s consensus price target reflects marginal improvements in forecast revenue growth and stable forward P/E multiples, resulting in an increased fair value estimate from A$51.48 to A$52.68. What's in the News SGH provided fiscal year 2026 guidance, expecting Beach to deliver production of 19.7–22.0 mmboe and projecting low to mid single-digit EBIT growth supported by prior margin improvements and robust customer activity.

Shared on04 Sep 25

With both the discount rate and future P/E remaining essentially flat, the consensus analyst price target for SGH was unchanged at A$51.48. What's in the News SGH Limited provided FY26 earnings guidance, projecting Beach production of 19.7–22.0 mmboe and expecting low to mid single-digit EBIT growth driven by margin improvements and strong customer activity.

Shared on01 May 25
Fair value Decreased 3.80%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.11%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.