View ValuationBSA 将来の成長Future 基準チェック /06現在、 BSAの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Construction 収益成長16.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 Jan 2025今後の成長に関する最新情報Major Estimate Revision • Jan 25Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$290.0m to AU$300.0m. EPS estimate increased from AU$0.192 to AU$0.214 per share. Net income forecast to shrink 14% next year vs 23% growth forecast for Construction industry in Australia . Consensus price target up from AU$1.75 to AU$1.85. Share price rose 4.0% to AU$1.04 over the past week.Major Estimate Revision • Oct 26Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$260.0m to AU$290.0m. EPS estimate increased from AU$0.18 to AU$0.192 per share. Net income forecast to shrink 24% next year vs 20% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.62 to AU$1.75. Share price fell 5.5% to AU$1.03 over the past week.Major Estimate Revision • Jul 31Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$244.0m to AU$255.5m. EPS estimate increased from AU$0.145 to AU$0.165 per share. Net income forecast to shrink 15% next year vs 17% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.25 to AU$1.40. Share price rose 40% to AU$1.02 over the past week.Major Estimate Revision • Feb 01Consensus EPS estimates increase by 22%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from AU$259.0m to AU$244.0m. EPS estimate rose from AU$0.119 to AU$0.145. Net income forecast to grow 11% next year vs 14% growth forecast for Commercial Services industry in Australia. Consensus price target of AU$1.25 unchanged from last update. Share price was steady at AU$0.60 over the past week.Price Target Changed • Jul 27Price target decreased to AU$0.45Down from AU$0.49, the current price target is provided by 1 analyst. New target price is 41% above last closing price of AU$0.32. Stock is down 3.0% over the past year.Major Estimate Revision • Feb 10Analysts update estimatesThe 2021 consensus revenue estimate was lowered from AU$490.0m to AU$410.0m. Earning per share (EPS) estimate was unchanged from the last update at AU$0.014. The Commercial Services industry in Australia is expected to see an average net income growth of 25% next year. The consensus price target of AU$0.45 was unchanged from the last update. Share price is up 2.4% to AU$0.32 over the past week.すべての更新を表示Recent updatesお知らせ • May 02BSA Limited (ASX:BSA) announces an Equity Buyback for 7,530,026 shares, representing 10% for AUD 2.37 million.BSA Limited (ASX:BSA) announces a share repurchase program. Under the program, the company will repurchase 7,530,026 shares, representing 10% of its shares, for AUD 2.37 million. The program aims to return surplus capital to shareholders while maintaining sufficient flexibility to support the company’s ongoing operations and growth initiatives. The program will expire on May 5, 2027. As of April 30, 2026, the company has 75,300,261 shares on issue.Recent Insider Transactions • Mar 13Non-Executive Chairman recently bought AU$59k worth of stockOn the 6th of March, David Geraghty bought around 150k shares on-market at roughly AU$0.39 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$206k. This was David's only on-market trade for the last 12 months.Reported Earnings • Feb 21First half 2026 earnings released: EPS: AU$0.084 (vs AU$0.11 in 1H 2025)First half 2026 results: EPS: AU$0.084 (down from AU$0.11 in 1H 2025). Revenue: AU$23.4m (down 84% from 1H 2025). Net income: AU$6.34m (down 19% from 1H 2025). Profit margin: 27% (up from 5.3% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Feb 13Chairman of the Board recently bought AU$206k worth of stockOn the 10th of February, Daniel Raihani bought around 1m shares on-market at roughly AU$0.21 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daniel has been a buyer over the last 12 months, purchasing a net total of AU$2.1m worth in shares.New Risk • Feb 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (AU$15.1m market cap, or US$10.6m).お知らせ • Jan 28Bsa Limited Announces Board Changes, Effective January 26, 2026BSA Limited announced changes to its Board, all effective January 26, 2026. Mr. Paul Heick and Mr. Warwick Sauer have resigned as Directors of BSA Limited. Mr. Nick Yates has stepped down as Chair of the Board. The Board has appointed Mr. Daniel Raihani as Chair of BSA Limited. Mr. Raihani has been a member of the BSA Board since September 25, 2025 and brings extensive experience across finance, operations and corporate governance, including substantial ASX board experience. Mr. Raihani is also a Director of 7 Enterprises Pty Ltd. The Board has appointed Mr. Piers Lewis as an additional Non-Executive Director of BSA Limited. Mr. Lewis has over 25 years’ corporate advisory experience across Australia, Asia and Europe. He qualified as a Chartered Accountant with Deloitte (Perth) in 2001 and has held senior roles with Credit Suisse (London), Mizuho International, ABN Amro and NAB Capital. Mr. Lewis currently holds the following roles: Non-Executive Chair, OD6 Metals Limited (ASX: OD6); Non-Executive Director, Noronex Limited (ASX: NRX); Company Secretary, Grange Resources Limited (ASX: GRR); Company Secretary, Almonty Industries Inc. (ASX: AII). The Board has appointed Mr. Robert Featherby as Company Secretary, effective immediately. Mr. Featherby has sufficient experience and qualifications to perform the role of Company Secretary. Ms. Nanda Herling has resigned as Company Secretary effective immediately.お知らせ • Sep 29BSA Limited, Annual General Meeting, Nov 25, 2025BSA Limited, Annual General Meeting, Nov 25, 2025.Recent Insider Transactions • Sep 26Insider recently bought AU$479k worth of stockOn the 18th of September, Daniel Raihani bought around 3m shares on-market at roughly AU$0.15 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$841k. Insiders have collectively bought AU$1.0m more in shares than they have sold in the last 12 months.Reported Earnings • Aug 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: AU$0.05 (down from AU$0.26 in FY 2024). Revenue: AU$287.0m (up 12% from FY 2024). Net income: AU$3.73m (down 80% from FY 2024). Profit margin: 1.3% (down from 7.4% in FY 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 77%. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.お知らせ • Jun 30Bsa Limited Announces Resignation of Arjan Van Ameyde as Chief Financial OfficerBSA Limited announced that Arjan van Ameyde, Chief Financial Officer, has tendered his resignation in order to pursue an exciting new opportunity. Arjan will remain with the business during a transition period to ensure a smooth handover.分析記事 • Jun 11Is There Now An Opportunity In BSA Limited (ASX:BSA)?While BSA Limited ( ASX:BSA ) might not have the largest market cap around , it led the ASX gainers with a relatively...お知らせ • Apr 01BSA Limited Announces Resignation of Chris Halios-Lewis as Non-Executive Director, Effective 24 April 2025BSA Limited advised that Mr. Chris Halios-Lewis has notified the board of his intention to resign as a Non-Executive Director of BSA Limited effective 24 April 2025. The Board recognized and acknowledged Chris's contribution to BSA over the past 5 years and wishes him well in his future pursuits.Reported Earnings • Feb 24First half 2025 earnings released: EPS: AU$0.11 (vs AU$0.11 in 1H 2024)First half 2025 results: EPS: AU$0.11. Revenue: AU$148.3m (up 22% from 1H 2024). Net income: AU$7.87m (up 1.8% from 1H 2024). Profit margin: 5.3% (down from 6.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Construction industry in Australia.分析記事 • Feb 18Is BSA Limited (ASX:BSA) Potentially Undervalued?BSA Limited ( ASX:BSA ), is not the largest company out there, but it received a lot of attention from a substantial...お知らせ • Feb 18BSA Limited Announces Resignation of David Prescott as A DirectorBSA Limited announced that Mr. David Prescott will resign as a Director of BSA Limited effective immediately on 17 February 2025.New Risk • Feb 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 26% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings are forecast to decline by an average of 5.1% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (AU$73.9m market cap, or US$47.0m).新しいナラティブ • Feb 09Focusing On Core Telco And Smart Energy Will Strengthen Outlook Despite Contract Risks Strategic divestment and focus on core markets poised to enhance revenue growth in telco and smart energy sectors. お知らせ • Jan 28BSA Limited to Report First Half, 2025 Results on Feb 20, 2025BSA Limited announced that they will report first half, 2025 results on Feb 20, 2025Major Estimate Revision • Jan 25Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$290.0m to AU$300.0m. EPS estimate increased from AU$0.192 to AU$0.214 per share. Net income forecast to shrink 14% next year vs 23% growth forecast for Construction industry in Australia . Consensus price target up from AU$1.75 to AU$1.85. Share price rose 4.0% to AU$1.04 over the past week.New Risk • Nov 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 9.8% per year for the foreseeable future. Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (AU$77.6m market cap, or US$50.3m).Major Estimate Revision • Oct 26Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$260.0m to AU$290.0m. EPS estimate increased from AU$0.18 to AU$0.192 per share. Net income forecast to shrink 24% next year vs 20% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.62 to AU$1.75. Share price fell 5.5% to AU$1.03 over the past week.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$1.13, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 21x in the Commercial Services industry in Australia. Total loss to shareholders of 48% over the past three years.分析記事 • Oct 18BSA Limited (ASX:BSA) Surges 27% Yet Its Low P/E Is No Reason For ExcitementDespite an already strong run, BSA Limited ( ASX:BSA ) shares have been powering on, with a gain of 27% in the last...分析記事 • Sep 30Is BSA (ASX:BSA) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$1.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Commercial Services industry in Australia. Total loss to shareholders of 53% over the past three years.New Risk • Sep 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (AU$66.6m market cap, or US$44.8m).分析記事 • Sep 03Should You Be Adding BSA (ASX:BSA) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Sep 02BSA Limited, Annual General Meeting, Oct 24, 2024BSA Limited, Annual General Meeting, Oct 24, 2024.New Risk • Aug 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (AU$75.8m market cap, or US$51.5m).Reported Earnings • Aug 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.26 (up from AU$0.083 in FY 2023). Revenue: AU$255.7m (up 6.6% from FY 2023). Net income: AU$18.9m (up 219% from FY 2023). Profit margin: 7.4% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.分析記事 • Jul 31BSA Limited's (ASX:BSA) Shares Leap 38% Yet They're Still Not Telling The Full StoryBSA Limited ( ASX:BSA ) shareholders have had their patience rewarded with a 38% share price jump in the last month...Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 40%After last week's 40% share price gain to AU$1.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total loss to shareholders of 56% over the past three years.Major Estimate Revision • Jul 31Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$244.0m to AU$255.5m. EPS estimate increased from AU$0.145 to AU$0.165 per share. Net income forecast to shrink 15% next year vs 17% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.25 to AU$1.40. Share price rose 40% to AU$1.02 over the past week.分析記事 • Jul 29What Is BSA Limited's (ASX:BSA) Share Price Doing?BSA Limited ( ASX:BSA ), is not the largest company out there, but it led the ASX gainers with a relatively large price...お知らせ • Jul 26BSA Limited to Report Fiscal Year 2024 Results on Aug 23, 2024BSA Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 23, 2024分析記事 • Apr 29BSA Limited's (ASX:BSA) Low P/S No Reason For ExcitementBSA Limited's ( ASX:BSA ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared to...Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.11 (vs AU$0.019 in 1H 2023)First half 2024 results: EPS: AU$0.11 (up from AU$0.019 in 1H 2023). Revenue: AU$121.4m (down 1.3% from 1H 2023). Net income: AU$7.73m (up 465% from 1H 2023). Profit margin: 6.4% (up from 1.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.分析記事 • Feb 10Is Now An Opportune Moment To Examine BSA Limited (ASX:BSA)?BSA Limited ( ASX:BSA ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Major Estimate Revision • Feb 01Consensus EPS estimates increase by 22%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from AU$259.0m to AU$244.0m. EPS estimate rose from AU$0.119 to AU$0.145. Net income forecast to grow 11% next year vs 14% growth forecast for Commercial Services industry in Australia. Consensus price target of AU$1.25 unchanged from last update. Share price was steady at AU$0.60 over the past week.お知らせ • Jan 31BSA Limited to Report First Half, 2024 Results on Feb 23, 2024BSA Limited announced that they will report first half, 2024 results on Feb 23, 2024お知らせ • Sep 07+ 1 more updateBSA Limited, Annual General Meeting, Oct 26, 2023BSA Limited, Annual General Meeting, Oct 26, 2023, at 14:00 AUS Eastern Standard Time.Reported Earnings • Sep 01Full year 2023 earnings released: EPS: AU$0.083 (vs AU$0.65 loss in FY 2022)Full year 2023 results: EPS: AU$0.083 (up from AU$0.65 loss in FY 2022). Revenue: AU$239.8m (down 49% from FY 2022). Net income: AU$5.93m (up AU$48.2m from FY 2022). Profit margin: 2.5% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.お知らせ • Aug 30BSA Limited to Report Fiscal Year 2023 Results on Aug 30, 2023BSA Limited announced that they will report fiscal year 2023 results on Aug 30, 2023New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$16m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$15m). Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$41.5m market cap, or US$26.6m).お知らせ • May 17BSA Limited Announces Executive ChangesBSA Limited announced that the current company secretary, Graham Seppelt, will retire on 15 May 2023 and the role will be undertaken by the Joint CEO and CFO, Arno Becker.Reported Earnings • Feb 25First half 2023 earnings released: EPS: AU$0.019 (vs AU$0.40 loss in 1H 2022)First half 2023 results: EPS: AU$0.019 (up from AU$0.40 loss in 1H 2022). Revenue: AU$123.0m (down 44% from 1H 2022). Net income: AU$1.37m (up AU$23.3m from 1H 2022). Profit margin: 1.1% (up from net loss in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Nov 24CBRE Group, Inc. (NYSE:CBRE) entered into an agreement to acquire APS Maintain business from BSA Limited (ASX:BSA) for AUD 20 Million.CBRE Group, Inc. (NYSE:CBRE) entered into an agreement to acquire APS Maintain business from BSA Limited (ASX:BSA) for AUD 20 Million on November 23, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Michelle Cox was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 07BSA Limited, Annual General Meeting, Nov 24, 2022BSA Limited, Annual General Meeting, Nov 24, 2022, at 14:00 AUS Eastern Standard Time.Reported Earnings • Aug 24Full year 2022 earnings released: AU$0.081 loss per share (vs AU$0 in FY 2021)Full year 2022 results: AU$0.081 loss per share (down from AU$0 in FY 2021). Revenue: AU$466.4m (up 10% from FY 2021). Net loss: AU$42.2m (down AU$42.3m from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • Jul 22BSA Limited to Report Fiscal Year 2022 Results on Aug 23, 2022BSA Limited announced that they will report fiscal year 2022 results at 10:00 AM, AUS Eastern Standard Time on Aug 23, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Michelle Cox was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 06BSA Limited Announces Board ChangesThe Board of BSA Limited advised that after 16 years of service, Mr. Michael Givoni has retired as chair and director of the company effective from March 2, 2022.Michael was appointed as director on 23 March 2005 and then as chair on 28 April 2015. The Board of BSA Limited also announce that Mr. Nick Yates has been elected as Interim Chair of BSA Limited effective from March 3, 2022 . Mr. Yates is an existing Non-Executive Director of BSA Limited and has the full support of all Directors and Management in assuming this position. Mr. Yates has been a Director of BSA Limited since 2014 where he served as Managing Director and CEO for a six-year period before transitioning to a Non-Executive role in 2020. Mr. Yates also serves as a Non-Executive Director for Saunders International Limited.Reported Earnings • Mar 02First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: AU$0.051 loss per share (down from AU$0.001 profit in 1H 2021). Revenue: AU$217.6m (up 2.1% from 1H 2021). Net loss: AU$22.0m (down AU$22.3m from profit in 1H 2021). Revenue exceeded analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 8.9%, compared to a 5.7% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Feb 11BSA Limited to Report First Half, 2022 Results on Feb 24, 2022BSA Limited announced that they will report first half, 2022 results on Feb 24, 2022お知らせ • Feb 09BSA Limited Settles Legal ProceedingsBSA Limited settled the class action proceedings filed on July 24, 2020 in relation to its contracting arrangements (specifically to its independent contractors and whether they are properly characterized as such). Class members comprise former and current contractors represented by Shine Lawyers The total amount payable by BSA is $20 million being: $4.4 million by June 30, 2022, $6.6 million by June 30, 2023, $9.0 million by June 30, 2024. The settlement will be funded by current and future operating cash flows. The parties will pay their own costs. The settlement of the proceedings is without admission of liability and subject to Federal Court approval and other conditions. BSA's board of directors determined that whilst confident of its prospects in defending the claims successfully, an agreement to settle the proceedings was a commercial decision made in the best interest of BSA's shareholders.Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.003 (vs AU$0.018 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$422.5m (down 13% from FY 2020). Net income: AU$1.48m (down 81% from FY 2020). Profit margin: 0.4% (down from 1.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Chairman Michael Givoni was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Jul 27Price target decreased to AU$0.45Down from AU$0.49, the current price target is provided by 1 analyst. New target price is 41% above last closing price of AU$0.32. Stock is down 3.0% over the past year.分析記事 • Apr 18Investors Could Be Concerned With BSA's (ASX:BSA) Returns On CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...分析記事 • Mar 18Introducing BSA (ASX:BSA), A Stock That Climbed 62% In The Last Five YearsGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...分析記事 • Feb 24BSA's (ASX:BSA) Soft Earnings Are Actually Better Than They AppearThe subdued market reaction suggests that BSA Limited's ( ASX:BSA ) recent earnings didn't contain any surprises...Analyst Estimate Surprise Post Earnings • Feb 19Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.3%. Earnings per share (EPS) also missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 5.7%, compared to a 5.1% growth forecast for the Commercial Services industry in Australia.Reported Earnings • Feb 19First half 2021 earnings released: EPS AU$0.003 (vs AU$0.011 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$213.2m (down 18% from 1H 2020). Net income: AU$1.30m (down 72% from 1H 2020). Profit margin: 0.6% (down from 1.8% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Major Estimate Revision • Feb 10Analysts update estimatesThe 2021 consensus revenue estimate was lowered from AU$490.0m to AU$410.0m. Earning per share (EPS) estimate was unchanged from the last update at AU$0.014. The Commercial Services industry in Australia is expected to see an average net income growth of 25% next year. The consensus price target of AU$0.45 was unchanged from the last update. Share price is up 2.4% to AU$0.32 over the past week.お知らせ • Feb 08BSA Limited to Report First Half, 2021 Results on Feb 18, 2021BSA Limited announced that they will report first half, 2021 results on Feb 18, 2021分析記事 • Feb 08Is BSA Limited's (ASX:BSA) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that BSA's (ASX:BSA) stock increased significantly by 20% over the past three...分析記事 • Jan 18Are Investors Concerned With What's Going On At BSA (ASX:BSA)?What financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...分析記事 • Dec 28Do Institutions Own BSA Limited (ASX:BSA) Shares?A look at the shareholders of BSA Limited ( ASX:BSA ) can tell us which group is most powerful. Institutions will often...お知らせ • Dec 18BSA Limited Secures Significant Long Term Agreement with nbn CoBSA Limited announce that it has secured a significant long term agreement with nbn Co ("nbn") for Unified Field Operations (Services) for 4 years with potential two x two-year extension options each at nbn's election. The contract was signed on 16 December 2020 and is scheduled to commence on or around 1 March 2021. BSA will provide nbn with a range of activation and assurance services to its Fibre to the Premise (FTTP), Fibre to the Node (FTTN), Fibre to the Basement (FTTB) Fibre to the Curb (FTTC) and Hybrid Fibre Coax (HFC) network infrastructure. Under nbn's regional allocation model, BSA has been initially allocated regions across New South Wales and Victoria with additional regions able to be allocated at nbn's discretion. The contract increases BSA's base market share and is expected to generate approximately $85 million of revenue in the first year with opportunities to grow further into the future.Is New 90 Day High Low • Dec 17New 90-day high: AU$0.32The company is up 13% from its price of AU$0.28 on 18 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 8.0% over the same period.分析記事 • Dec 10BSA (ASX:BSA) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 26BSA Limited Announces Resignation of Mark Lowe as DirectorThe board of BSA Limited announced that Mr. Mark Lowe has resigned as a director of the company following the conclusion of the Annual General Meeting.分析記事 • Nov 19BSA (ASX:BSA) Shareholders Booked A 78% Gain In The Last Five YearsGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...お知らせ • Oct 16BSA Limited Secures Extension of NBN Omma ContractBSA Limited announced that it has secured an extension to its Operate and Maintain Master Agreement contract with NBN Co (nbn) for 6 months to 30 June 2021 with an option for nbn to extend for a further six months to December 2021. BSA will continue to provide nbn with a range of activation and assurance services to its Fibre to the Premise (FTTP), Fibre to the Node (FTTN), Fibre to the Basement (FTTB) Fibre to the Curb (FTTC) and Hybrid Fibre Coax (HFC) network infrastructure. The extension will be on similar commercial terms to the existing contract.お知らせ • Oct 08BSA Limited (ASX:BSA) agreed to acquire Catalyst ONE Pty Limited.BSA Limited (ASX:BSA) agreed to acquire Catalyst ONE Pty Limited for AUD on October 8, 2020. BSA Limited shall pay upfront payment of AUD 2 million increasing to a maximum purchase price of 5.5 million based on the achievement of agreed EBITDA targets over a two year period. Deferred consideration will be paid as 75% cash and 25% equity. The purchase is subject to usual conditions precedent and BSA expects completion by late October 2020. The acquisition is anticipated to be earning per share accretive in the 12 months following completionお知らせ • Aug 16BSA Limited to Report Fiscal Year 2020 Results on Aug 24, 2020BSA Limited announced that they will report fiscal year 2020 results at 9:00 AM, AUS Central Standard Time on Aug 24, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、BSA は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測ASX:BSA - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2026310171516112/31/202516221718N/A9/30/202522432424N/A6/30/202528743030N/A3/31/2025285111717N/A12/31/20242831944N/A9/30/20242691912N/A6/30/202425619-2-1N/A12/31/202323812-6-5N/A9/30/20232399-13-11N/A6/30/20232406-20-18N/A12/31/2022245-18-15-12N/A9/30/2022244-28-15-13N/A6/30/2022244-38-16-14N/A3/31/2022288-29-17-15N/A12/31/2021332-19-19-16N/A9/30/2021377-10-15-12N/A6/30/20214230-11-8N/A3/31/2021431237N/A12/31/202044041722N/A9/30/202046361927N/A6/30/202048682131N/A3/31/2020508101526N/A12/31/201953011921N/A9/30/201950011N/A20N/A6/30/201947011N/A18N/A12/31/201833410N/A6N/A9/30/20183819N/A5N/A6/30/20184289N/A5N/A3/31/20185533N/A-2N/A12/31/20175435N/A-9N/A9/30/20175185N/A-5N/A6/30/20174924N/A-1N/A3/31/20174941N/A10N/A12/31/2016495-1N/A20N/A9/30/2016504-2N/A11N/A6/30/2016512-2N/A2N/A3/31/20165241N/A7N/A12/31/20155353N/A11N/A9/30/20155404N/A15N/A6/30/20155444N/A20N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BSAの予測収益成長が 貯蓄率 ( 3.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BSAの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BSAの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BSAの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BSAの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BSAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/28 14:17終値2026/05/28 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BSA Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Warren JeffriesCanaccord GenuityAndrew ButterellShaw and Partners Limited
Major Estimate Revision • Jan 25Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$290.0m to AU$300.0m. EPS estimate increased from AU$0.192 to AU$0.214 per share. Net income forecast to shrink 14% next year vs 23% growth forecast for Construction industry in Australia . Consensus price target up from AU$1.75 to AU$1.85. Share price rose 4.0% to AU$1.04 over the past week.
Major Estimate Revision • Oct 26Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$260.0m to AU$290.0m. EPS estimate increased from AU$0.18 to AU$0.192 per share. Net income forecast to shrink 24% next year vs 20% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.62 to AU$1.75. Share price fell 5.5% to AU$1.03 over the past week.
Major Estimate Revision • Jul 31Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$244.0m to AU$255.5m. EPS estimate increased from AU$0.145 to AU$0.165 per share. Net income forecast to shrink 15% next year vs 17% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.25 to AU$1.40. Share price rose 40% to AU$1.02 over the past week.
Major Estimate Revision • Feb 01Consensus EPS estimates increase by 22%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from AU$259.0m to AU$244.0m. EPS estimate rose from AU$0.119 to AU$0.145. Net income forecast to grow 11% next year vs 14% growth forecast for Commercial Services industry in Australia. Consensus price target of AU$1.25 unchanged from last update. Share price was steady at AU$0.60 over the past week.
Price Target Changed • Jul 27Price target decreased to AU$0.45Down from AU$0.49, the current price target is provided by 1 analyst. New target price is 41% above last closing price of AU$0.32. Stock is down 3.0% over the past year.
Major Estimate Revision • Feb 10Analysts update estimatesThe 2021 consensus revenue estimate was lowered from AU$490.0m to AU$410.0m. Earning per share (EPS) estimate was unchanged from the last update at AU$0.014. The Commercial Services industry in Australia is expected to see an average net income growth of 25% next year. The consensus price target of AU$0.45 was unchanged from the last update. Share price is up 2.4% to AU$0.32 over the past week.
お知らせ • May 02BSA Limited (ASX:BSA) announces an Equity Buyback for 7,530,026 shares, representing 10% for AUD 2.37 million.BSA Limited (ASX:BSA) announces a share repurchase program. Under the program, the company will repurchase 7,530,026 shares, representing 10% of its shares, for AUD 2.37 million. The program aims to return surplus capital to shareholders while maintaining sufficient flexibility to support the company’s ongoing operations and growth initiatives. The program will expire on May 5, 2027. As of April 30, 2026, the company has 75,300,261 shares on issue.
Recent Insider Transactions • Mar 13Non-Executive Chairman recently bought AU$59k worth of stockOn the 6th of March, David Geraghty bought around 150k shares on-market at roughly AU$0.39 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$206k. This was David's only on-market trade for the last 12 months.
Reported Earnings • Feb 21First half 2026 earnings released: EPS: AU$0.084 (vs AU$0.11 in 1H 2025)First half 2026 results: EPS: AU$0.084 (down from AU$0.11 in 1H 2025). Revenue: AU$23.4m (down 84% from 1H 2025). Net income: AU$6.34m (down 19% from 1H 2025). Profit margin: 27% (up from 5.3% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Feb 13Chairman of the Board recently bought AU$206k worth of stockOn the 10th of February, Daniel Raihani bought around 1m shares on-market at roughly AU$0.21 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daniel has been a buyer over the last 12 months, purchasing a net total of AU$2.1m worth in shares.
New Risk • Feb 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (AU$15.1m market cap, or US$10.6m).
お知らせ • Jan 28Bsa Limited Announces Board Changes, Effective January 26, 2026BSA Limited announced changes to its Board, all effective January 26, 2026. Mr. Paul Heick and Mr. Warwick Sauer have resigned as Directors of BSA Limited. Mr. Nick Yates has stepped down as Chair of the Board. The Board has appointed Mr. Daniel Raihani as Chair of BSA Limited. Mr. Raihani has been a member of the BSA Board since September 25, 2025 and brings extensive experience across finance, operations and corporate governance, including substantial ASX board experience. Mr. Raihani is also a Director of 7 Enterprises Pty Ltd. The Board has appointed Mr. Piers Lewis as an additional Non-Executive Director of BSA Limited. Mr. Lewis has over 25 years’ corporate advisory experience across Australia, Asia and Europe. He qualified as a Chartered Accountant with Deloitte (Perth) in 2001 and has held senior roles with Credit Suisse (London), Mizuho International, ABN Amro and NAB Capital. Mr. Lewis currently holds the following roles: Non-Executive Chair, OD6 Metals Limited (ASX: OD6); Non-Executive Director, Noronex Limited (ASX: NRX); Company Secretary, Grange Resources Limited (ASX: GRR); Company Secretary, Almonty Industries Inc. (ASX: AII). The Board has appointed Mr. Robert Featherby as Company Secretary, effective immediately. Mr. Featherby has sufficient experience and qualifications to perform the role of Company Secretary. Ms. Nanda Herling has resigned as Company Secretary effective immediately.
お知らせ • Sep 29BSA Limited, Annual General Meeting, Nov 25, 2025BSA Limited, Annual General Meeting, Nov 25, 2025.
Recent Insider Transactions • Sep 26Insider recently bought AU$479k worth of stockOn the 18th of September, Daniel Raihani bought around 3m shares on-market at roughly AU$0.15 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$841k. Insiders have collectively bought AU$1.0m more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: AU$0.05 (down from AU$0.26 in FY 2024). Revenue: AU$287.0m (up 12% from FY 2024). Net income: AU$3.73m (down 80% from FY 2024). Profit margin: 1.3% (down from 7.4% in FY 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 77%. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
お知らせ • Jun 30Bsa Limited Announces Resignation of Arjan Van Ameyde as Chief Financial OfficerBSA Limited announced that Arjan van Ameyde, Chief Financial Officer, has tendered his resignation in order to pursue an exciting new opportunity. Arjan will remain with the business during a transition period to ensure a smooth handover.
分析記事 • Jun 11Is There Now An Opportunity In BSA Limited (ASX:BSA)?While BSA Limited ( ASX:BSA ) might not have the largest market cap around , it led the ASX gainers with a relatively...
お知らせ • Apr 01BSA Limited Announces Resignation of Chris Halios-Lewis as Non-Executive Director, Effective 24 April 2025BSA Limited advised that Mr. Chris Halios-Lewis has notified the board of his intention to resign as a Non-Executive Director of BSA Limited effective 24 April 2025. The Board recognized and acknowledged Chris's contribution to BSA over the past 5 years and wishes him well in his future pursuits.
Reported Earnings • Feb 24First half 2025 earnings released: EPS: AU$0.11 (vs AU$0.11 in 1H 2024)First half 2025 results: EPS: AU$0.11. Revenue: AU$148.3m (up 22% from 1H 2024). Net income: AU$7.87m (up 1.8% from 1H 2024). Profit margin: 5.3% (down from 6.4% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Construction industry in Australia.
分析記事 • Feb 18Is BSA Limited (ASX:BSA) Potentially Undervalued?BSA Limited ( ASX:BSA ), is not the largest company out there, but it received a lot of attention from a substantial...
お知らせ • Feb 18BSA Limited Announces Resignation of David Prescott as A DirectorBSA Limited announced that Mr. David Prescott will resign as a Director of BSA Limited effective immediately on 17 February 2025.
New Risk • Feb 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 26% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings are forecast to decline by an average of 5.1% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (AU$73.9m market cap, or US$47.0m).
新しいナラティブ • Feb 09Focusing On Core Telco And Smart Energy Will Strengthen Outlook Despite Contract Risks Strategic divestment and focus on core markets poised to enhance revenue growth in telco and smart energy sectors.
お知らせ • Jan 28BSA Limited to Report First Half, 2025 Results on Feb 20, 2025BSA Limited announced that they will report first half, 2025 results on Feb 20, 2025
Major Estimate Revision • Jan 25Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$290.0m to AU$300.0m. EPS estimate increased from AU$0.192 to AU$0.214 per share. Net income forecast to shrink 14% next year vs 23% growth forecast for Construction industry in Australia . Consensus price target up from AU$1.75 to AU$1.85. Share price rose 4.0% to AU$1.04 over the past week.
New Risk • Nov 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 9.8% per year for the foreseeable future. Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (AU$77.6m market cap, or US$50.3m).
Major Estimate Revision • Oct 26Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$260.0m to AU$290.0m. EPS estimate increased from AU$0.18 to AU$0.192 per share. Net income forecast to shrink 24% next year vs 20% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.62 to AU$1.75. Share price fell 5.5% to AU$1.03 over the past week.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$1.13, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 21x in the Commercial Services industry in Australia. Total loss to shareholders of 48% over the past three years.
分析記事 • Oct 18BSA Limited (ASX:BSA) Surges 27% Yet Its Low P/E Is No Reason For ExcitementDespite an already strong run, BSA Limited ( ASX:BSA ) shares have been powering on, with a gain of 27% in the last...
分析記事 • Sep 30Is BSA (ASX:BSA) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$1.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 19x in the Commercial Services industry in Australia. Total loss to shareholders of 53% over the past three years.
New Risk • Sep 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (AU$66.6m market cap, or US$44.8m).
分析記事 • Sep 03Should You Be Adding BSA (ASX:BSA) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Sep 02BSA Limited, Annual General Meeting, Oct 24, 2024BSA Limited, Annual General Meeting, Oct 24, 2024.
New Risk • Aug 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Market cap is less than US$100m (AU$75.8m market cap, or US$51.5m).
Reported Earnings • Aug 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.26 (up from AU$0.083 in FY 2023). Revenue: AU$255.7m (up 6.6% from FY 2023). Net income: AU$18.9m (up 219% from FY 2023). Profit margin: 7.4% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
分析記事 • Jul 31BSA Limited's (ASX:BSA) Shares Leap 38% Yet They're Still Not Telling The Full StoryBSA Limited ( ASX:BSA ) shareholders have had their patience rewarded with a 38% share price jump in the last month...
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 40%After last week's 40% share price gain to AU$1.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total loss to shareholders of 56% over the past three years.
Major Estimate Revision • Jul 31Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$244.0m to AU$255.5m. EPS estimate increased from AU$0.145 to AU$0.165 per share. Net income forecast to shrink 15% next year vs 17% growth forecast for Commercial Services industry in Australia . Consensus price target up from AU$1.25 to AU$1.40. Share price rose 40% to AU$1.02 over the past week.
分析記事 • Jul 29What Is BSA Limited's (ASX:BSA) Share Price Doing?BSA Limited ( ASX:BSA ), is not the largest company out there, but it led the ASX gainers with a relatively large price...
お知らせ • Jul 26BSA Limited to Report Fiscal Year 2024 Results on Aug 23, 2024BSA Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 23, 2024
分析記事 • Apr 29BSA Limited's (ASX:BSA) Low P/S No Reason For ExcitementBSA Limited's ( ASX:BSA ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared to...
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.11 (vs AU$0.019 in 1H 2023)First half 2024 results: EPS: AU$0.11 (up from AU$0.019 in 1H 2023). Revenue: AU$121.4m (down 1.3% from 1H 2023). Net income: AU$7.73m (up 465% from 1H 2023). Profit margin: 6.4% (up from 1.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
分析記事 • Feb 10Is Now An Opportune Moment To Examine BSA Limited (ASX:BSA)?BSA Limited ( ASX:BSA ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Major Estimate Revision • Feb 01Consensus EPS estimates increase by 22%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from AU$259.0m to AU$244.0m. EPS estimate rose from AU$0.119 to AU$0.145. Net income forecast to grow 11% next year vs 14% growth forecast for Commercial Services industry in Australia. Consensus price target of AU$1.25 unchanged from last update. Share price was steady at AU$0.60 over the past week.
お知らせ • Jan 31BSA Limited to Report First Half, 2024 Results on Feb 23, 2024BSA Limited announced that they will report first half, 2024 results on Feb 23, 2024
お知らせ • Sep 07+ 1 more updateBSA Limited, Annual General Meeting, Oct 26, 2023BSA Limited, Annual General Meeting, Oct 26, 2023, at 14:00 AUS Eastern Standard Time.
Reported Earnings • Sep 01Full year 2023 earnings released: EPS: AU$0.083 (vs AU$0.65 loss in FY 2022)Full year 2023 results: EPS: AU$0.083 (up from AU$0.65 loss in FY 2022). Revenue: AU$239.8m (down 49% from FY 2022). Net income: AU$5.93m (up AU$48.2m from FY 2022). Profit margin: 2.5% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 30BSA Limited to Report Fiscal Year 2023 Results on Aug 30, 2023BSA Limited announced that they will report fiscal year 2023 results on Aug 30, 2023
New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-AU$16m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$15m). Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$41.5m market cap, or US$26.6m).
お知らせ • May 17BSA Limited Announces Executive ChangesBSA Limited announced that the current company secretary, Graham Seppelt, will retire on 15 May 2023 and the role will be undertaken by the Joint CEO and CFO, Arno Becker.
Reported Earnings • Feb 25First half 2023 earnings released: EPS: AU$0.019 (vs AU$0.40 loss in 1H 2022)First half 2023 results: EPS: AU$0.019 (up from AU$0.40 loss in 1H 2022). Revenue: AU$123.0m (down 44% from 1H 2022). Net income: AU$1.37m (up AU$23.3m from 1H 2022). Profit margin: 1.1% (up from net loss in 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 24CBRE Group, Inc. (NYSE:CBRE) entered into an agreement to acquire APS Maintain business from BSA Limited (ASX:BSA) for AUD 20 Million.CBRE Group, Inc. (NYSE:CBRE) entered into an agreement to acquire APS Maintain business from BSA Limited (ASX:BSA) for AUD 20 Million on November 23, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Michelle Cox was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 07BSA Limited, Annual General Meeting, Nov 24, 2022BSA Limited, Annual General Meeting, Nov 24, 2022, at 14:00 AUS Eastern Standard Time.
Reported Earnings • Aug 24Full year 2022 earnings released: AU$0.081 loss per share (vs AU$0 in FY 2021)Full year 2022 results: AU$0.081 loss per share (down from AU$0 in FY 2021). Revenue: AU$466.4m (up 10% from FY 2021). Net loss: AU$42.2m (down AU$42.3m from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 22BSA Limited to Report Fiscal Year 2022 Results on Aug 23, 2022BSA Limited announced that they will report fiscal year 2022 results at 10:00 AM, AUS Eastern Standard Time on Aug 23, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Michelle Cox was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 06BSA Limited Announces Board ChangesThe Board of BSA Limited advised that after 16 years of service, Mr. Michael Givoni has retired as chair and director of the company effective from March 2, 2022.Michael was appointed as director on 23 March 2005 and then as chair on 28 April 2015. The Board of BSA Limited also announce that Mr. Nick Yates has been elected as Interim Chair of BSA Limited effective from March 3, 2022 . Mr. Yates is an existing Non-Executive Director of BSA Limited and has the full support of all Directors and Management in assuming this position. Mr. Yates has been a Director of BSA Limited since 2014 where he served as Managing Director and CEO for a six-year period before transitioning to a Non-Executive role in 2020. Mr. Yates also serves as a Non-Executive Director for Saunders International Limited.
Reported Earnings • Mar 02First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: AU$0.051 loss per share (down from AU$0.001 profit in 1H 2021). Revenue: AU$217.6m (up 2.1% from 1H 2021). Net loss: AU$22.0m (down AU$22.3m from profit in 1H 2021). Revenue exceeded analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 8.9%, compared to a 5.7% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 11BSA Limited to Report First Half, 2022 Results on Feb 24, 2022BSA Limited announced that they will report first half, 2022 results on Feb 24, 2022
お知らせ • Feb 09BSA Limited Settles Legal ProceedingsBSA Limited settled the class action proceedings filed on July 24, 2020 in relation to its contracting arrangements (specifically to its independent contractors and whether they are properly characterized as such). Class members comprise former and current contractors represented by Shine Lawyers The total amount payable by BSA is $20 million being: $4.4 million by June 30, 2022, $6.6 million by June 30, 2023, $9.0 million by June 30, 2024. The settlement will be funded by current and future operating cash flows. The parties will pay their own costs. The settlement of the proceedings is without admission of liability and subject to Federal Court approval and other conditions. BSA's board of directors determined that whilst confident of its prospects in defending the claims successfully, an agreement to settle the proceedings was a commercial decision made in the best interest of BSA's shareholders.
Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.003 (vs AU$0.018 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$422.5m (down 13% from FY 2020). Net income: AU$1.48m (down 81% from FY 2020). Profit margin: 0.4% (down from 1.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Chairman Michael Givoni was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jul 27Price target decreased to AU$0.45Down from AU$0.49, the current price target is provided by 1 analyst. New target price is 41% above last closing price of AU$0.32. Stock is down 3.0% over the past year.
分析記事 • Apr 18Investors Could Be Concerned With BSA's (ASX:BSA) Returns On CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...
分析記事 • Mar 18Introducing BSA (ASX:BSA), A Stock That Climbed 62% In The Last Five YearsGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
分析記事 • Feb 24BSA's (ASX:BSA) Soft Earnings Are Actually Better Than They AppearThe subdued market reaction suggests that BSA Limited's ( ASX:BSA ) recent earnings didn't contain any surprises...
Analyst Estimate Surprise Post Earnings • Feb 19Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.3%. Earnings per share (EPS) also missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 5.7%, compared to a 5.1% growth forecast for the Commercial Services industry in Australia.
Reported Earnings • Feb 19First half 2021 earnings released: EPS AU$0.003 (vs AU$0.011 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$213.2m (down 18% from 1H 2020). Net income: AU$1.30m (down 72% from 1H 2020). Profit margin: 0.6% (down from 1.8% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Feb 10Analysts update estimatesThe 2021 consensus revenue estimate was lowered from AU$490.0m to AU$410.0m. Earning per share (EPS) estimate was unchanged from the last update at AU$0.014. The Commercial Services industry in Australia is expected to see an average net income growth of 25% next year. The consensus price target of AU$0.45 was unchanged from the last update. Share price is up 2.4% to AU$0.32 over the past week.
お知らせ • Feb 08BSA Limited to Report First Half, 2021 Results on Feb 18, 2021BSA Limited announced that they will report first half, 2021 results on Feb 18, 2021
分析記事 • Feb 08Is BSA Limited's (ASX:BSA) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that BSA's (ASX:BSA) stock increased significantly by 20% over the past three...
分析記事 • Jan 18Are Investors Concerned With What's Going On At BSA (ASX:BSA)?What financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...
分析記事 • Dec 28Do Institutions Own BSA Limited (ASX:BSA) Shares?A look at the shareholders of BSA Limited ( ASX:BSA ) can tell us which group is most powerful. Institutions will often...
お知らせ • Dec 18BSA Limited Secures Significant Long Term Agreement with nbn CoBSA Limited announce that it has secured a significant long term agreement with nbn Co ("nbn") for Unified Field Operations (Services) for 4 years with potential two x two-year extension options each at nbn's election. The contract was signed on 16 December 2020 and is scheduled to commence on or around 1 March 2021. BSA will provide nbn with a range of activation and assurance services to its Fibre to the Premise (FTTP), Fibre to the Node (FTTN), Fibre to the Basement (FTTB) Fibre to the Curb (FTTC) and Hybrid Fibre Coax (HFC) network infrastructure. Under nbn's regional allocation model, BSA has been initially allocated regions across New South Wales and Victoria with additional regions able to be allocated at nbn's discretion. The contract increases BSA's base market share and is expected to generate approximately $85 million of revenue in the first year with opportunities to grow further into the future.
Is New 90 Day High Low • Dec 17New 90-day high: AU$0.32The company is up 13% from its price of AU$0.28 on 18 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 8.0% over the same period.
分析記事 • Dec 10BSA (ASX:BSA) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 26BSA Limited Announces Resignation of Mark Lowe as DirectorThe board of BSA Limited announced that Mr. Mark Lowe has resigned as a director of the company following the conclusion of the Annual General Meeting.
分析記事 • Nov 19BSA (ASX:BSA) Shareholders Booked A 78% Gain In The Last Five YearsGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
お知らせ • Oct 16BSA Limited Secures Extension of NBN Omma ContractBSA Limited announced that it has secured an extension to its Operate and Maintain Master Agreement contract with NBN Co (nbn) for 6 months to 30 June 2021 with an option for nbn to extend for a further six months to December 2021. BSA will continue to provide nbn with a range of activation and assurance services to its Fibre to the Premise (FTTP), Fibre to the Node (FTTN), Fibre to the Basement (FTTB) Fibre to the Curb (FTTC) and Hybrid Fibre Coax (HFC) network infrastructure. The extension will be on similar commercial terms to the existing contract.
お知らせ • Oct 08BSA Limited (ASX:BSA) agreed to acquire Catalyst ONE Pty Limited.BSA Limited (ASX:BSA) agreed to acquire Catalyst ONE Pty Limited for AUD on October 8, 2020. BSA Limited shall pay upfront payment of AUD 2 million increasing to a maximum purchase price of 5.5 million based on the achievement of agreed EBITDA targets over a two year period. Deferred consideration will be paid as 75% cash and 25% equity. The purchase is subject to usual conditions precedent and BSA expects completion by late October 2020. The acquisition is anticipated to be earning per share accretive in the 12 months following completion
お知らせ • Aug 16BSA Limited to Report Fiscal Year 2020 Results on Aug 24, 2020BSA Limited announced that they will report fiscal year 2020 results at 9:00 AM, AUS Central Standard Time on Aug 24, 2020
