Australian Infrastructure And Energy Sectors Will Unlock Enduring Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

19 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-5.9%

7D

-2.8%

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1Y

-5.9%

7D

-2.8%

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

Author's Valuation

AU$52.6812.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 19 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 on 04 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 on 01 May 25

Fair value Decreased 3.80%

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

Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.11%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 1.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$52.68

12.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.62%

Trade Distributors revenue growth rate

0.23%

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

8.06%

Calculation

AU$1.23b

Earnings '28

x

21.81x

PE Ratio '28

=

AU$26.83b

Market Cap '28

AU$26.83b

Market Cap '28

/

404.68m

No. shares '28

=

AU$66.30

Share Price '28

AU$66.30 Share Price '28

Discounted to 2025 @ 8.03% p.a.

=

AU$52.59

Fair Value '25