Dalrymple Bay Infrastructure

Contracted Capacity And Asian Coal Demand Will Ensure Future Resilience

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

26 Aug 25

Views

92

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

41.8%

7D

3.5%

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1Y

41.8%

7D

3.5%

You can edit this narrative until Aug 26 11:05 AM. Then, changes will post as Updates.

Author's Valuation

AU$4.843.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 26 Aug 25

Fair value Increased 12%

Despite a notable slowdown in consensus revenue growth forecasts for Dalrymple Bay Infrastructure, rising from 4.5% to 2.4% per annum, and a higher future P/E multiple, analysts have raised the fair value price target from A$4.34 to A$4.75. Valuation Changes Summary of Valuation Changes for Dalrymple Bay Infrastructure The Consensus Analyst Price Target has risen from A$4.34 to A$4.75.

Shared on 01 May 25

Fair value Increased 6.05%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 19%

AnalystConsensusTarget Fair Value

AU$4.84

3.7% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.84%

Infrastructure revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.83%

Calculation

AU$101.30m

Earnings '28

x

30.25x

PE Ratio '28

=

AU$3.06b

Market Cap '28

AU$3.06b

Market Cap '28

/

495.20m

No. shares '28

=

AU$6.19

Share Price '28

AU$6.19 Share Price '28

Discounted to 2025 @ 8.54% p.a.

=

AU$4.84

Fair Value '25