Macmahon Holdings Limited

Report azionario ASX:MAH

Capitalizzazione di mercato: AU$1.9b

Macmahon Holdings Crescita futura

Criteri Future verificati 1/6

Macmahon Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 11.3% e 6% all'anno. Si prevede che l'EPS crescerà di 11% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.1% in 3 anni.

Informazioni chiave

11.3%

Tasso di crescita degli utili

11.03%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili14.6%
Tasso di crescita dei ricavi6.0%
Rendimento futuro del capitale proprio14.07%
Copertura analitica

Low

Ultimo aggiornamento10 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione May 07

MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk

Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).
Aggiornamento della narrazione Apr 20

MAH: Index Additions And New Contract Will Mask Overvaluation Risk

Analysts have increased their price target for Macmahon Holdings from A$0.34 to A$0.65, based on updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Macmahon entered a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta silver project in New South Wales, with an expected 5 year contract term and total services value of A$190 million, and a target service commencement in June 2026 (Client Announcement).
Aggiornamento della narrazione Apr 05

MAH: Index Inclusion And Wonawinta Contract Pipeline Will Support Future Upside

Analysts have kept Macmahon Holdings' fair value estimate steady at A$0.82 while fine tuning assumptions for discount rate, revenue growth, profit margin and future P/E. This has led to a marginally revised price target that reflects updated risk and earnings expectations without a major shift in overall valuation.
Aggiornamento della narrazione Mar 22

MAH: Secured FY26 Revenue And Rising Dividend Payout Will Support Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings steady. They point to relatively unchanged assumptions for revenue growth, profit margins and future P/E as the basis for this reaffirmed view.
Aggiornamento della narrazione Mar 07

MAH: Secured Revenue And Higher Dividend Payout Will Support Future Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, citing only modest tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall valuation view. What's in the News Board declared a fully franked interim dividend of A$0.0095 per share for the six month period ending 31 December 2025, compared with A$0.0055 per share for 1H25, described as up 73% in the company announcement (Key Developments).
Aggiornamento della narrazione Feb 21

MAH: Fair Value View Will Rely On Secured Revenue And Dividend Discipline

The analyst fair value estimate for Macmahon Holdings has shifted from A$0.65 to A$0.82. Analysts link this change to updated assumptions around the discount rate, revenue growth, profit margins, and future P/E.
Aggiornamento della narrazione Feb 07

MAH: Stable Assumptions Will Likely Lead To Disappointing Future Earnings

Analysts have left their price target for Macmahon Holdings essentially unchanged at A$0.49, citing a steady view on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: The fair value estimate remains essentially unchanged at A$0.49 per share, indicating a stable central valuation view.
Articolo di analisi Jan 30

Do Macmahon Holdings' (ASX:MAH) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Aggiornamento della narrazione Jan 24

MAH: Steady Fair Value And Minor Assumption Shifts Will Shape Future Returns

Analysts have kept their fair value estimate for Macmahon Holdings steady at A$0.65, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E to refine their updated price target view. Valuation Changes Fair Value Estimate: Held steady at A$0.65 per share, with no change between the previous and updated assessment.
Aggiornamento della narrazione Jan 09

MAH: Higher Discount Rate And Richer P/E Will Restrain Future Upside

Narrative Update on Macmahon Holdings The analyst price target for Macmahon Holdings has shifted from A$0.49 to A$0.65. Analysts point to updated assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
Aggiornamento della narrazione Dec 25

MAH: Future Earnings Will Likely Disappoint Despite Lower Discount Rate

Analysts have nudged their price target for Macmahon Holdings slightly higher to reflect modest improvements in the company’s discount rate assumptions and long term profitability outlook, while leaving fair value essentially unchanged at about $0.49 per share. Valuation Changes Fair Value: Unchanged at approximately A$0.49 per share, indicating no material shift in the intrinsic value estimate.
Articolo di analisi Dec 22

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 25% Price Jump

Macmahon Holdings Limited ( ASX:MAH ) shares have continued their recent momentum with a 25% gain in the last month...
Aggiornamento della narrazione Dec 11

MAH: Higher Discount Rate Will Likely Weigh On Future Earnings

Analysts have modestly raised their price target for Macmahon Holdings to approximately A$0.49 per share. This reflects slightly higher long term discount rate assumptions, while views on growth, profitability and valuation multiples remain largely unchanged.
Aggiornamento della narrazione Nov 27

MAH: Rising Discount Rate Will Likely Pressure Future Profit Margins

Analysts have raised their price target for Macmahon Holdings from $0.44 to $0.49 per share. This change reflects increased expectations for revenue growth along with updated discount rate assumptions.
Articolo di analisi Nov 13

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Aug 26

Macmahon Holdings' (ASX:MAH) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Macmahon Holdings Limited's ( ASX:MAH...
Articolo di analisi Aug 20

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 37% Price Jump

Despite an already strong run, Macmahon Holdings Limited ( ASX:MAH ) shares have been powering on, with a gain of 37...
Aggiornamento della narrazione Aug 20

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Despite a notable reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has contributed to a raised analyst price target for Macmahon Holdings from A$0.37 to A$0.41. Valuation Changes Summary of Valuation Changes for Macmahon Holdings The Consensus Analyst Price Target has significantly risen from A$0.37 to A$0.41.
User avatar
Nuova narrazione Apr 27

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value.
Articolo di analisi Feb 24

Macmahon Holdings' (ASX:MAH) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern Macmahon Holdings Limited's ( ASX:MAH ) shareholders over the last week. We did...
Articolo di analisi Feb 19

Macmahon Holdings (ASX:MAH) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Nov 19

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Sep 04

The Market Lifts Macmahon Holdings Limited (ASX:MAH) Shares 25% But It Can Do More

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 25% after a shaky period...
Articolo di analisi Mar 14

Macmahon Holdings Limited's (ASX:MAH) Shares Bounce 26% But Its Business Still Trails The Market

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 26% after a shaky period...
Articolo di analisi Nov 27

Is Macmahon Holdings (ASX:MAH) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jun 30

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

Key Insights The projected fair value for Macmahon Holdings is AU$0.15 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Apr 20

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Dec 28

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Aug 12

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

In this article we are going to estimate the intrinsic value of Macmahon Holdings Limited ( ASX:MAH ) by taking the...
Articolo di analisi Apr 27

Are Investors Undervaluing Macmahon Holdings Limited (ASX:MAH) By 43%?

Does the April share price for Macmahon Holdings Limited ( ASX:MAH ) reflect what it's really worth? Today, we will...
Articolo di analisi Feb 28

Broker Revenue Forecasts For Macmahon Holdings Limited (ASX:MAH) Are Surging Higher

Macmahon Holdings Limited ( ASX:MAH ) shareholders will have a reason to smile today, with the analysts making...

Previsioni di crescita degli utili e dei ricavi

ASX:MAH - Stime future degli analisti e dati finanziari passati (AUD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20283,0091311403693
6/30/20272,8261151233543
6/30/20262,685105923063
12/31/20252,55692169337N/A
9/30/20252,49283162335N/A
6/30/20252,42774155334N/A
3/31/20252,33660145306N/A
12/31/20242,24447135278N/A
9/30/20242,13750128275N/A
6/30/20242,03153121271N/A
3/31/20241,95862103290N/A
12/31/20231,8857186309N/A
9/30/20231,8966480288N/A
6/30/20231,9065874267N/A
3/31/20231,8915387252N/A
12/31/20221,87647101236N/A
9/30/20221,7873783232N/A
6/30/20221,6982765228N/A
3/31/20221,6043155232N/A
12/31/20211,5103644237N/A
9/30/20211,4315538238N/A
6/30/20211,3537532239N/A
3/31/20211,3507740215N/A
12/31/20201,3477948192N/A
9/30/20201,3647280193N/A
6/30/20201,38165112194N/A
3/31/20201,3155899174N/A
12/31/20191,2485186154N/A
9/30/20191,17549N/A123N/A
6/30/20191,10346N/A93N/A
12/31/201898247N/A100N/A
9/30/201884639N/A103N/A
6/30/201871031N/A106N/A
12/31/20174658N/A41N/A
9/30/20174141N/A36N/A
6/30/2017363-6N/A30N/A
3/31/2017343-6N/A21N/A
12/31/2016322-6N/A12N/A
9/30/20163182N/A11N/A
6/30/201631311N/A9N/A
3/31/2016374-42N/A22N/A
12/31/2015435-94N/A35N/A
9/30/2015548-157N/A44N/A
6/30/2015660-221N/A54N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MAH ( 11.3% all'anno) è superiore al tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che gli utili di MAH ( 11.3% all'anno) cresceranno più lentamente rispetto al mercato Australian ( 11.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MAH cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di MAH ( 6% all'anno) crescerà più lentamente rispetto al mercato Australian ( 6.1% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MAH ( 6% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MAH sarà basso tra 3 anni ( 14.1 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 20:39
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Macmahon Holdings Limited è coperta da 12 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Marcus BarnardBell Potter
Cameron BellCanaccord Genuity