Update shared on19 Aug 2025
Fair value Increased 6.07%Analysts have raised Ampol’s price target from A$31.05 to A$32.69, reflecting optimism over the accretive EG Australia acquisition, anticipated cost synergies, and the potential for earnings improvement as integration benefits are realized.
Analyst Commentary
- The acquisition of EG Australia provides high earnings visibility.
- EG Australia is currently under-earning, with potential for organic earnings improvement through stronger execution.
- Analysts see a clear path to realizing cost synergies as a result of the acquisition.
- The purchase price is considered reasonable for the value received.
- Bullish analysts have increased their price target, reflecting optimism about integration benefits.
What's in the News
- Ampol declared an interim ordinary dividend of 40 cents per share, fully franked, down from 60 cents per share previously.
- The payout ratio is 53% for the first half, consistent with Ampol's targeted 50%-70% range of Underlying RCOP net profit after tax.
Valuation Changes
Summary of Valuation Changes for Ampol
- The Consensus Analyst Price Target has risen from A$31.05 to A$32.69.
- The Consensus Revenue Growth forecasts for Ampol has significantly fallen from -0.7% per annum to -3.0% per annum.
- The Net Profit Margin for Ampol has risen from 1.77% to 1.91%.
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.