Beach Energy Limited

ASX:BPT 株式レポート

時価総額：AU$2.0b

Beach Energy 将来の成長

Future 基準チェック /16

Beach Energy利益と収益がそれぞれ年間10.3%と0.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.5% 9.6%なると予測されています。

主要情報

10.3%

収益成長率

9.62%

EPS成長率

Oil and Gas 収益成長10.4%
収益成長率0.1%
将来の株主資本利益率8.50%
アナリストカバレッジ

Good

最終更新日08 Aug 2026

今後の成長に関する最新情報

分析記事 • Feb 08

Beach Energy Limited (ASX:BPT) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a mediocre week for Beach Energy Limited ( ASX:BPT ) shareholders, with the stock dropping 10% to AU$1.37 in...
分析記事 • Aug 16

Beach Energy Limited (ASX:BPT) Just Reported, And Analysts Assigned A AU$1.58 Price Target

Last week, you might have seen that Beach Energy Limited ( ASX:BPT ) released its annual result to the market. The...

Recent updates

ナラティブ更新 • Aug 07

BPT: Weaker Margins And Production Mix Will Restrain Future Share Price

Analysts have trimmed their 12 month price target for Beach Energy to A$0.73 from A$0.78, reflecting updated assumptions for weaker revenue growth, a lower profit margin profile, a higher discount rate and a higher expected future P/E multiple. What’s in the News for Beach Energy Fourth quarter production from the Western Flank was in line with the prior quarter, according to Beach Energy’s latest product related announcement.
ナラティブ更新 • Jul 22

BPT: Domestic Gas Focus And Dividend Reset Will Support Future Earnings

Analysts have trimmed their price target for Beach Energy to A$1.07 from A$1.19, citing updated assumptions that reflect slightly softer projected revenue growth, a marginally lower profit margin, and a modestly reduced future P/E multiple. What's in the News Beach Energy is positioning itself as a key supplier to Australia's tight east coast gas market, focusing on domestic gas production across the Cooper, Otway and Perth basins while also gaining LNG exposure through the Waitsia asset.
ナラティブ更新 • Jul 08

BPT: Gas Portfolio Expansion And Royalties Will Support Future Upside

Analysts have trimmed their price target on Beach Energy to A$2.03 from A$2.16. The revision reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, softer profit margins and a higher future P/E multiple.
ナラティブ更新 • Jun 24

BPT: Waitsia Spending And Dividend Reset Will Support Future Earnings Multiple

Analysts have trimmed their fair value estimate for Beach Energy from A$1.24 to A$1.19, reflecting updated assumptions for slower revenue growth, a slightly higher profit margin, and a modestly lower future P/E multiple. What's in the News Beach Energy cut its interim dividend by 67%, citing higher capital expenditure as it directs more spending to the Waitsia Gas Project, according to recent company announcements.
分析記事 • Jun 17

Beach Energy (ASX:BPT) Shares Could Be 18% Undervalued After Dividend Cut And Waitsia Spend

Beach Energy (ASX:BPT) is back in focus after a sharp 67% cut to its interim dividend. The move is tied to heavy capital spending and the Waitsia Gas Project, alongside shares touching a five-year low. See our latest analysis for Beach Energy. The share price reaction has been harsh, with Beach Energy stock down 17.4% on a 90 day share price return basis and the 1 year total shareholder return falling 19.3%. This signals fading momentum as investors reassess future cash flows and project...
ナラティブ更新 • Jun 08

BPT: Artisan Sale And Royalties Will Support Future Earnings Multiple

Analysts have nudged their price target for Beach Energy slightly higher to A$1.24 from A$1.23, linking the change to updated assumptions around revenue, margins and future P/E expectations. What's in the News Beach Energy agreed to sell a 60% operated interest in the offshore VIC/L35 petroleum production licence in the Otway Basin, including the Artisan gas discovery, to Amplitude Energy and O.G. Otway for A$70 million in cash.
ナラティブ更新 • May 25

BPT: Fair Outlook Will Balance Drilling Progress, Weather Disruptions And Earnings Multiple

Analysts have trimmed their fair value estimate for Beach Energy to A$1.23 from A$1.24 as they factor in a higher discount rate, softer revenue growth assumptions, slightly lower profit margins, and a higher future P/E. These changes result in a modestly lower price target.
ナラティブ更新 • May 02

BPT: Weaker Dividend Payout Will Constrain Future Share Price Upside

Analysts have lifted their fair value estimate for Beach Energy from A$0.65 to A$0.78, citing updated assumptions on revenue trends, higher expected profit margins and a slight adjustment to the forward P/E multiple. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex date of February 26, 2026, a record date of February 27, 2026, and a payment date of March 31, 2026 (Key Developments).
ナラティブ更新 • Apr 16

BPT: Higher Output Guidance And Dividend Policy Will Support Future Upside

Analysts have lifted their price target on Beach Energy from A$2.03 to A$2.16, citing updated expectations for revenue, profit margin and future P/E assumptions. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex date of February 26, 2026, a record date of February 27, 2026, and a payment date of March 31, 2026 (Key Developments).
ナラティブ更新 • Apr 01

BPT: Fair Outlook Will Balance Dividend Cut, Production Guidance And Earnings Multiple

Analysts have nudged their fair value estimate for Beach Energy higher from A$1.20 to A$1.24, reflecting updated assumptions around future revenue growth, profit margins and the stock's forward P/E profile. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended 31 December 2025, with an ex date of 26 February 2026, a record date of 27 February 2026, and a payment date of 31 March 2026 (Key Developments).
ナラティブ更新 • Mar 18

BPT: Fair Outlook Will Balance Dividend, Production Guidance And Market Multiple

Analysts have nudged their fair value estimate for Beach Energy to A$1.20 from A$1.18, reflecting updated assumptions around modestly positive revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. What's in the News Declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex-date on February 26, 2026, a record date on February 27, 2026, and a payment date on March 31, 2026 (company announcement).
ナラティブ更新 • Mar 04

BPT: Lower Dividend And Modest Margin Lift Will Limit Future Upside

Analysts have kept their A$ fair value estimate for Beach Energy steady, with only small tweaks to revenue growth, profit margin and future P/E assumptions contributing to the updated price target and supporting narrative. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended 31 December 2025, with an ex date of 26 February 2026, record date of 27 February 2026, and payment date of 31 March 2026 (company announcement).
ナラティブ更新 • Feb 18

BPT: Weaker Margins And Lower Future P/E Will Pressure Earnings

Analysts have trimmed their fair value estimate for Beach Energy from A$0.76 to A$0.65, citing slightly higher discount rate assumptions, a modestly weaker profit margin outlook and a lower future P/E multiple. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex date of February 26, 2026, record date of February 27, 2026, and payment date of March 31, 2026 (Key Developments).
ナラティブ更新 • Feb 04

BPT: Fair Outlook Will Balance Softer Margins With Supportive Market Multiple

Analysts have trimmed their fair value estimate for Beach Energy from A$1.19 to about A$1.18, tying the change to updated expectations for revenue growth, profit margins and a slightly higher future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$1.19 to about A$1.18 per share, reflecting updated model inputs.
ナラティブ更新 • Jan 21

BPT: Western Flank Production Declines Will Likely Pressure Future Earnings

Analysts have slightly reduced their fair value estimate for Beach Energy from A$0.77 to A$0.76, reflecting updated assumptions around revenue, margins and the forward P/E multiple. Valuation Changes Fair value estimate has been reduced slightly from A$0.77 to A$0.76 per share.
ナラティブ更新 • Jan 06

BPT: Refreshed Buy Rating Will Support Confidence Despite Softer Production Trends

Analysts have nudged their price target for Beach Energy slightly higher, with a fresh A$1.30 target helping to lift the modelled fair value from about A$1.19 to A$1.20. This reflects updated assumptions on revenue, margins and future P/E, as well as recent positive Street research.
分析記事 • Dec 23

Little Excitement Around Beach Energy Limited's (ASX:BPT) Revenues

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a strong buy right...
ナラティブ更新 • Dec 17

BPT: Western Flank Production Declines Will Likely Pressure Future Earnings

Analysts have raised their price target on Beach Energy to A$1.30 from A$0.95, citing improved revenue growth expectations and a more attractive forward earnings multiple, despite slightly lower forecast margins and fair value. Analyst Commentary While the latest upgrade underscores improving sentiment toward Beach Energy, bearish analysts remain cautious, highlighting a number of risks that could limit upside to the new price target.
ナラティブ更新 • Dec 02

BPT: Upgraded Buy Rating Will Support Confidence Despite Production Declines

Analysts have marginally lowered their fair value estimate for Beach Energy from A$1.21 to A$1.20 per share, citing modest adjustments to profit margin and revenue growth projections. They also highlighted a recent upgrade to Buy based on improved outlook.
分析記事 • Nov 26

Is Beach Energy (ASX:BPT) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブ更新 • Nov 18

BPT: Upgraded Rating May Offset Risks From Slowing Production Trends

Analysts have slightly increased their price target for Beach Energy, raising it from A$1.21 to A$1.30 per share. They cited an improved outlook and recent positive research updates as reasons for the revision.
ナラティブ更新 • Nov 02

BPT: Upgraded Rating And Asset Strength Will Support Stability Amid Production Declines

Beach Energy's analyst price target has been revised slightly lower from A$1.23 to A$1.21. This reflects analysts' updated views on revenue growth and profitability following recent research upgrades.
ナラティブ更新 • Oct 19

Waitsia Gas Project Will Boost Australian LNG Export Potential

Narrative Update on Beach Energy Analysts have adjusted their price target for Beach Energy slightly downward by reducing the fair value estimate from $1.24 to $1.23. They cite modestly lower projected revenue growth and profit margins in their updated models.
ナラティブ更新 • Oct 05

Waitsia Gas Project Will Boost Australian LNG Export Potential

Analysts have slightly lowered their price target for Beach Energy to $1.24 per share. They cite subtle adjustments in revenue growth, profit margin forecasts, and discount rate assumptions as the reasons for this change.
分析記事 • Aug 07

Beach Energy's (ASX:BPT) Upcoming Dividend Will Be Larger Than Last Year's

Beach Energy Limited ( ASX:BPT ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Jul 23

Beach Energy (ASX:BPT) May Have Issues Allocating Its Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jun 18

There's No Escaping Beach Energy Limited's (ASX:BPT) Muted Revenues

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right...
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新しいナラティブ • May 02

Moomba CCS And Thylacine West Projects Will Streamline Operations

Successful project completions and initiatives are expected to boost production, reduce emissions, and enhance operational efficiency and future revenue.
分析記事 • Apr 12

Beach Energy (ASX:BPT) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 04

Beach Energy Limited's (ASX:BPT) Revenues Are Not Doing Enough For Some Investors

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right...
分析記事 • Feb 12

Shareholders Will Be Pleased With The Quality of Beach Energy's (ASX:BPT) Earnings

Beach Energy Limited's ( ASX:BPT ) earnings announcement last week was disappointing for investors, despite the decent...
分析記事 • Feb 08

Beach Energy Limited (ASX:BPT) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a mediocre week for Beach Energy Limited ( ASX:BPT ) shareholders, with the stock dropping 10% to AU$1.37 in...
分析記事 • Feb 07

Returns On Capital At Beach Energy (ASX:BPT) Paint A Concerning Picture

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 16

Beach Energy (ASX:BPT) Is Making Moderate Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Sep 24

Beach Energy Limited's (ASX:BPT) Prospects Need A Boost To Lift Shares

With a price-to-sales (or "P/S") ratio of 1.5x Beach Energy Limited ( ASX:BPT ) may be sending very bullish signals at...
分析記事 • Aug 29

Beach Energy (ASX:BPT) Has Announced A Dividend Of A$0.02

The board of Beach Energy Limited ( ASX:BPT ) has announced that it will pay a dividend of A$0.02 per share on the 30th...
分析記事 • Aug 16

Beach Energy Limited (ASX:BPT) Just Reported, And Analysts Assigned A AU$1.58 Price Target

Last week, you might have seen that Beach Energy Limited ( ASX:BPT ) released its annual result to the market. The...
分析記事 • Aug 14

Beach Energy (ASX:BPT) Has Affirmed Its Dividend Of A$0.02

The board of Beach Energy Limited ( ASX:BPT ) has announced that it will pay a dividend on the 30th of September, with...
分析記事 • Jun 06

Beach Energy Limited's (ASX:BPT) Shares Lagging The Industry But So Is The Business

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 2.1x might make it look like a strong buy right...
分析記事 • Apr 07

Does Beach Energy (ASX:BPT) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 09

Investors Continue Waiting On Sidelines For Beach Energy Limited (ASX:BPT)

Beach Energy Limited's ( ASX:BPT ) price-to-earnings (or "P/E") ratio of 9x might make it look like a strong buy right...
分析記事 • Dec 15

Slowing Rates Of Return At Beach Energy (ASX:BPT) Leave Little Room For Excitement

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Sep 23

Beach Energy (ASX:BPT) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 01

Beach Energy (ASX:BPT) Is Increasing Its Dividend To A$0.02

Beach Energy Limited ( ASX:BPT ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Aug 18

Beach Energy (ASX:BPT) Is Increasing Its Dividend To A$0.02

Beach Energy Limited ( ASX:BPT ) will increase its dividend from last year's comparable payment on the 3rd of October...
分析記事 • Jul 29

Is There An Opportunity With Beach Energy Limited's (ASX:BPT) 49% Undervaluation?

Key Insights The projected fair value for Beach Energy is AU$3.19 based on 2 Stage Free Cash Flow to Equity Beach...

業績と収益の成長予測

ASX:BPT - 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
6/30/20291,8043633849197
6/30/20281,8443813048847
6/30/20271,8193581687977
6/30/20261,921281156890N/A
3/31/20262,01283157903N/A
12/31/20252,102-116159916N/A
9/30/20252,104-802501,024N/A
6/30/20252,106-443401,133N/A
3/31/20252,013242601,108N/A
12/31/20241,921921801,083N/A
9/30/20241,890-192-70929N/A
6/30/20241,859-475-319774N/A
3/31/20241,830-313-345824N/A
12/31/20231,801-151-372874N/A
9/30/20231,724125-307901N/A
6/30/20231,646401-242929N/A
3/31/20231,724448-109975N/A
12/31/20221,801495241,022N/A
9/30/20221,7864981671,123N/A
6/30/20221,7715013101,223N/A
3/31/20221,7024513051,146N/A
12/31/20211,6334012991,069N/A
9/30/20211,598359192915N/A
6/30/20211,56231786760N/A
3/31/20211,53433340789N/A
12/31/20201,506349-7818N/A
9/30/20201,617424-26846N/A
6/30/20201,728499-46874N/A
3/31/20201,849536N/A892N/A
12/31/20191,969573N/A911N/A
9/30/20192,023575N/A974N/A
6/30/20192,078577N/A1,038N/A
3/31/20192,005482N/A1,003N/A
12/31/20181,932386N/A968N/A
9/30/20181,600292N/A815N/A
6/30/20181,267199N/A663N/A
3/31/2018984289N/A501N/A
12/31/2017701380N/A339N/A
9/30/2017677384N/A329N/A
6/30/2017653388N/A319N/A
3/31/2017642251N/A288N/A
12/31/2016631115N/A258N/A
9/30/2016594-237N/A246N/A
6/30/2016558-589N/A233N/A
3/31/2016565-812N/A228N/A
12/31/2015573-1,035N/A223N/A
9/30/2015650-775N/A226N/A

アナリストによる今後の成長予測

収入対貯蓄率: BPTの予測収益成長率 (年間10.3% ) は 貯蓄率 ( 3.8% ) を上回っています。

収益対市場: BPTの収益 ( 10.3% ) Australian市場 ( 11.4% ) よりも低い成長が予測されています。

高成長収益: BPTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BPTの収益 ( 0.1% ) Australian市場 ( 5.9% ) よりも低い成長が予測されています。

高い収益成長: BPTの収益 ( 0.1% ) 20%よりも低い成長が予測されています。

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: BPTの 自己資本利益率 は、3年後には低くなると予測されています ( 8.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/09 23:34
終値2026/08/07 00:00
収益2026/06/30
年間収益2026/06/30

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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

Beach Energy Limited 13 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。21

アナリスト機関
Uwan MinogueBarrenjoey Markets Pty Limited
Stuart HoweBell Potter
Matt ChalmersBofA Global Research