Update shared on25 Sep 2025
Fair value Decreased 2.83%The slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts.
What's in the News
- Washington H. Soul Pattinson completed acquisition of the remaining 57% stake in Brickworks for AUD 2.6 billion, resulting in the formation of a new listed company "Topco"; Brickworks shares ceased trading on the ASX.
- Shareholders will receive Topco Shares: 1 per Soul Patts share and 0.82 per Brickworks share, with the share schemes implemented and court approvals obtained.
- Brickworks Limited was dropped from multiple indices including S&P/ASX 200, 300, Small Ordinaries, All Ordinaries, 200 Materials Sector, and S&P Global BMI Index.
- Brickworks declared an ordinary fully paid dividend of AUD 0.484 per share for the six months ended July 31, with payment on September 5.
- A special shareholders meeting was held to approve the FY26 long-term incentive grant to the proposed Managing Director and CEO of Topco.
Valuation Changes
Summary of Valuation Changes for Brickworks
- The Consensus Analyst Price Target has fallen slightly from A$32.10 to A$31.19.
- The Consensus Revenue Growth forecasts for Brickworks has fallen slightly from 5.5% per annum to 5.2% per annum.
- The Discount Rate for Brickworks remained effectively unchanged, moving only marginally from 7.45% to 7.60%.
Disclaimer
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