Update shared on 29 Oct 2025
Fair value Increased 0.32%Industrial And Logistics Trends Will Unlock Future Asset Value
Analysts have modestly raised their price target for DEXUS, increasing it from $8.12 to $8.14. They cite updated forecasts of higher profit margins and slight improvements in valuation metrics, despite a more cautious outlook on revenue growth.
What's in the News
- Announced an ordinary final distribution of AUD 0.18 per share for the six months ended June 30, 2025, payable on August 29, 2025. The record date is June 30, 2025, and the ex date is June 27, 2025 (Key Developments).
- Entered a supplemental agreement to the Project Development Agreement, adding a right of first refusal for DEXUS to purchase or participate in the development of Stage 2 Lot. Both conditions are enforceable for 15 years after Stage 1 completion (Key Developments).
- Formalized a preference for continued cooperation with the current Development Manager on future transactions involving Lot 2, while preserving flexibility for other arrangements if negotiations do not succeed (Key Developments).
Valuation Changes
- Fair Value has risen slightly, from A$8.12 to A$8.14.
- Discount Rate has increased modestly, moving from 7.23% to 7.40%.
- Revenue Growth expectations have declined further, decreasing from -12.0% to -16.1%.
- Net Profit Margin is projected to improve, increasing from 87.6% to 102.7%.
- Future P/E ratio has edged down marginally, from 14.0x to 13.9x.
Disclaimer
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