Narrative Update on Beach Energy
Analysts have adjusted their price target for Beach Energy slightly downward by reducing the fair value estimate from $1.24 to $1.23. They cite modestly lower projected revenue growth and profit margins in their updated models.
What's in the News
- Reported a 33% year-over-year decrease in Western Flank production for 2025, primarily due to natural field decline and flooding interruptions (Key Developments)
- Declared an ordinary dividend of AUD 0.06 per share for the six months ended June 30, 2025. The payment is scheduled for September 30, 2025 (Key Developments)
- Issued production guidance for fiscal year 2026, with anticipated output between 19.7 and 22.0 million barrels of oil equivalent (Key Developments)
Valuation Changes
- Fair Value Estimate: decreased marginally from A$1.24 to A$1.23 per share.
- Discount Rate: increased slightly from 6.63% to 6.64%.
- Revenue Growth: projected decline changed from -1.38% to -1.49%.
- Net Profit Margin: decreased from 26.44% to 26.24%.
- Future P/E Ratio: remained at 6.43x.
Disclaimer
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