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PLY: Revenue Will Exceed A$49 Million As Profitability Improves

Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve

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PLY
AnalystConsensusTarget
Not Invested
Published 14 May 2025

Update shared on 21 Dec 2025

Fair value Increased 1.02%
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AnalystConsensusTarget's Fair Value
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1Y
-43.5%
7D
9.1%

Analysts have nudged their price target on PlaySide Studios higher to approximately $0.52 per share from about $0.52 previously, citing slightly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and a modestly lower assumed future P/E multiple.

What's in the News

  • PlaySide Studios reaffirmed its fiscal 2026 guidance, expecting revenue to exceed fiscal 2025's 49 million dollars while reducing operating costs, supported by front end loaded game launch revenues (Company guidance).
  • Chief Financial Officer Darren Briggs has notified the Board of his intention to retire during the March quarter of 2026, initiating an orderly leadership transition in the finance function (Company announcement).
  • PlaySide Studios has appointed senior finance executive Colin Lai as Chief Financial Officer, effective March 2, 2026, bringing extensive ASX listed and multinational experience in corporate finance, governance and capital management (Company announcement).

Valuation Changes

  • The fair value estimate has risen slightly to approximately A$0.52 per share from about A$0.515, reflecting modestly higher expectations for the business.
  • The discount rate has increased marginally to around 8.51 percent from roughly 8.50 percent, indicating a slightly higher required return applied in the valuation model.
  • Assumed revenue growth has risen slightly to about 15.8 percent per year from roughly 15.3 percent, implying a modestly stronger top line outlook.
  • The net profit margin assumption has increased moderately to about 14.1 percent from roughly 12.8 percent, signalling improved profitability assumptions.
  • The future P/E has fallen moderately to around 25.6 times from approximately 28.2 times, indicating a more conservative multiple applied to future earnings.

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