Elsight Limited

ASX:ELS Stock Report

Market Cap: AU$1.5b

Elsight Future Growth

Future criteria checks 6/6

Elsight is forecast to grow earnings and revenue by 51.7% and 47.9% per annum respectively. EPS is expected to grow by 49.2% per annum. Return on equity is forecast to be 34.6% in 3 years.

Key information

51.7%

Earnings growth rate

49.16%

EPS growth rate

Electronic earnings growth19.6%
Revenue growth rate47.9%
Future return on equity34.55%
Analyst coverage

Low

Last updated15 Jun 2026

Recent future growth updates

Recent updates

Narrative Update Jun 26

ELS: European Defence Demand Will Drive Future Connectivity Upside

Analysts have updated their price target for Elsight to A$9.56 from A$1.99, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Elsight Canaccord Genuity initiated coverage on Elsight, describing it as a provider of connectivity solutions for drones, autonomous systems and other mission critical applications, according to FNArena.
Analysis Article Jun 21

Elsight (ASX:ELS) Shares Could Be 4% Undervalued After Canaccord Starts Coverage

Canaccord Genuity has initiated coverage on Elsight (ASX:ELS), highlighting the company’s role in connectivity solutions for drones and autonomous systems as defence spending by NATO countries responds to ongoing geopolitical tensions in Europe. See our latest analysis for Elsight. At the latest share price of A$7.88, Elsight has seen a 1-day share price return of 1.29% and a 30-day share price return of 38.98%. The 1-year total shareholder return is very large, signalling strong momentum...
New Narrative Jun 16

Elsight Stock Will Rely On Defense Drone Budget And Recurring Software Adoption

Catalysts About Elsight Elsight provides connectivity, positioning and related software services for uncrewed systems across defense and commercial markets. What are the underlying business or industry changes driving this perspective?
Analysis Article Aug 31

Here's Why Elsight (ASX:ELS) Can Afford Some Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Apr 04

Is Elsight (ASX:ELS) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jul 19

We're Not Very Worried About Elsight's (ASX:ELS) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Analysis Article Feb 28

Elsight (ASX:ELS) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Analysis Article Dec 05

Need To Know: Elsight Limited (ASX:ELS) Insiders Have Been Selling Shares

We often see insiders buying up shares in companies that perform well over the long term. On the other hand, we'd be...

Earnings and Revenue Growth Forecasts

ASX:ELS - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281324853552
12/31/2027903235372
12/31/2026571724252
12/31/20252372020N/A
9/30/20251421212N/A
6/30/20256-355N/A
3/31/20254-312N/A
12/31/20242-4-2-2N/A
9/30/20242-4-2-2N/A
6/30/20242-3-2-2N/A
3/31/20242-4-2-2N/A
12/31/20232-4-2-2N/A
9/30/20231-4-3-2N/A
6/30/20231-4-3-3N/A
3/31/20231-4-3-3N/A
12/31/20221-4-4-4N/A
9/30/20221-5-4-4N/A
6/30/20221-5-5-5N/A
3/31/20221-6-5-5N/A
12/31/20211-6-6-6N/A
9/30/20211-6-6-5N/A
6/30/20212-5-5-5N/A
3/31/20212-5-4-4N/A
12/31/20202-4-3-3N/A
9/30/20201-4-3-3N/A
6/30/20201-3-3-2N/A
3/31/20201-3-3-2N/A
12/31/20191-3-3-2N/A
9/30/20192-3N/A-3N/A
6/30/20192-4N/A-3N/A
3/31/20192-4N/A-3N/A
12/31/20182-4N/A-3N/A
9/30/20181-4N/A-3N/A
6/30/20181-4N/A-3N/A
3/31/20181-3N/A-2N/A
12/31/20171-3N/A-2N/A
9/30/20171-2N/A-1N/A
6/30/20171-1N/A-1N/A
3/31/20171-1N/A0N/A
12/31/201610N/A0N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ELS's forecast earnings growth (51.7% per year) is above the savings rate (3.6%).

Earnings vs Market: ELS's earnings (51.7% per year) are forecast to grow faster than the Australian market (12.1% per year).

High Growth Earnings: ELS's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: ELS's revenue (47.9% per year) is forecast to grow faster than the Australian market (6.1% per year).

High Growth Revenue: ELS's revenue (47.9% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: ELS's Return on Equity is forecast to be high in 3 years time (34.6%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/27 15:48
End of Day Share Price 2026/06/26 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Elsight Limited is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Baxter KirkBell Potter
Richard HarrisbergCanaccord Genuity