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ERD logo

EROAD Limited Stock Price

NZSE:ERD Community·NZ$186.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ERD Share Price Performance

NZ$0.99
-1.71 (-63.33%)
​
NZ$2.80
Fair Value
NZ$0.99
-1.71 (-63.33%)
64.6% undervalued intrinsic discount
NZ$2.80
Fair Value
Price NZ$0.99
AnalystHighTarget NZ$2.80
AnalystLowTarget NZ$1.20
AnalystConsensusTarget NZ$2.18
Wed, 7 Jan 26
Fair ValueNZ$2.80
Share Pricen/a

ERD Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value NZ$2.8 64.6% undervalued intrinsic discount

Electronic Road User Charging Shift Will Support A Stronger Long Term Outlook

1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value NZ$1.2 17.5% undervalued intrinsic discount

Universal Road Charging And Telematics Expansion Will Shape A Cautious But Stable Outlook

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value NZ$2.18 54.5% undervalued intrinsic discount

Universal Road User Charging Will Drive Long-Term Upside For This Telematics Provider

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
ERD logo
EROAD
17.5% undervalued intrinsic discount

Universal Road Charging And Telematics Expansion Will Shape A Cautious But Stable Outlook

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Published 21 Jan
Read Narrative
ERD logo
EROAD
64.6% undervalued intrinsic discount

Electronic Road User Charging Shift Will Support A Stronger Long Term Outlook

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 7 Jan
Read Narrative
ERD logo
EROAD
54.5% undervalued intrinsic discount

Universal Road User Charging Will Drive Long-Term Upside For This Telematics Provider

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Published 15 Dec 2025
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ERD logo

Universal Road Charging And Telematics Expansion Will Shape A Cautious But Stable Outlook

Fair Value: NZ$1.2 17.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ERD logo

Electronic Road User Charging Shift Will Support A Stronger Long Term Outlook

Fair Value: NZ$2.8 64.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ERD logo

Universal Road User Charging Will Drive Long-Term Upside For This Telematics Provider

Fair Value: NZ$2.18 54.5% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet and slightly overvalued.

1 Risk
0 Rewards
View Full Analysis

EROAD Limited Key Details

NZ$195.2m

Revenue

NZ$153.4m

Cost of Revenue

NZ$41.8m

Gross Profit

NZ$202.9m

Other Expenses

-NZ$161.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.85
21.41%
-82.53%
15.5%
View Full Analysis

About ERD

Founded
2000
Employees
n/a
CEO
Mark Heine
WebsiteView website
eroadglobal.com

EROAD Limited provides electronic on-board units and software as a service to the transport industry in New Zealand, the United States, and Australia. The company offers EROAD platform, which connects drivers, vehicles, assets, and operations to give businesses the real-time visibility they need to stay compliant and safe on the move. It also provides electronic distance recorders, tracking devices, and mobile app that provide various enhanced electronic road user charges, safety features, and fleet tracking. In addition, the company is involved in the provision of sale or rental of hardware, installation, and training and support services. EROAD Limited was incorporated in 2000 and is headquartered in Auckland, New Zealand.

Recent ERD News & Updates

Recent updates

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EROAD Limited Competitors

IKE logo

ikeGPS Group

Symbol: NZSE:IKE
Market cap: NZ$217.4m
View more competitors

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