View Financial HealthDGL Group 配当と自社株買い配当金 基準チェック /06DGL Group配当金を支払った記録がありません。主要情報n/a配当利回り0.002%バイバック利回り総株主利回り0.002%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesRecent Insider Transactions • May 11Founder recently bought AU$111k worth of stockOn the 7th of May, Simon Henry bought around 285k shares on-market at roughly AU$0.39 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Simon has been a buyer over the last 12 months, purchasing a net total of AU$205k worth in shares.お知らせ • Dec 07DGL Group Limited Announces Resignation of Hanna Posa as Joint Company Secretary, Effective December 5, 2025DGL Group Limited announced that following closure of the Company’s internal legal department, Hanna Posa has resigned from the role of Joint Company Secretary, effective December 5, 2025. Andrew Draffin will continue as the sole Company Secretary.お知らせ • Sep 24DGL Group Limited, Annual General Meeting, Nov 20, 2025DGL Group Limited, Annual General Meeting, Nov 20, 2025.お知らせ • Aug 28DGL Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025DGL Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025お知らせ • Jun 06DGL Group Limited Provides Earnings Guidance for the Second Half and Full Year 2025DGL Group Limited provided earnings guidance for the second half and full year 2025. For the second half company expects unaudited revenue for the second half of FY25 is projected to be broadly in-line with the first half of FY25. Net profit after tax in the second half of FY25 is expected to be significantly higher than in the first half. For the full year company expects unaudited revenue to be slightly higher than FY24. However full year underlying NPAT is expected to be 55% - 65% lower than Fiscal Year 24.お知らせ • Apr 01Dgl Group Limited Announces Stepping Down of Robert Sushames as Executive Director of the Board, Effective April 1, 2025DGL Group Limited advised that Robert Sushames will step down as an Executive Director of the Board of DGL Group, effective immediately. Mr. Sushames will provide business development and general support within the crop protection division for up to six months, to assist with continuity and ensure a smooth transition. Mr. Sushames has been an Executive Director of the Company since 1 April 2021 and has played a key role seeing the Company through its initial public offering, multiple acquisitions and its evolution into a listed company. He has brought deep industry knowledge and provided valuable leadership during a period of significant growth and diversification.お知らせ • Feb 28DGL Group Limited (ASX:DGL) acquired Australian Petro Chemical Storage Pty Ltd.DGL Group Limited (ASX:DGL) agreed to acquire Australian Petro Chemical Storage Pty Ltd for AUD 5.5 million on July 3, 2024. A cash consideration of AUD 5.5 million will be paid by DGL Group Limited. As part of consideration, AUD 5.5 million is paid towards common equity of Australian Petro Chemical Storage Pty Ltd. The transaction will be funded by operating cash flow. The acquisition price represents 2.5 x EBITDA for the last 12 months (excluding the impact of AASB16). On a post-AASB16 basis the acquisition multiple is 3.7 x EBITDA. The acquisition will be earnings accretive for DGL. The expected completion of the transaction is October 1, 2024 to October 31, 2024. DGL Group Limited (ASX:DGL) completed the acquisition of Australian Petro Chemical Storage Pty Ltd on the first half of 2025.お知らせ • Feb 27DGL Group Limited to Report First Half, 2025 Results on Feb 28, 2025DGL Group Limited announced that they will report first half, 2025 results on Feb 28, 2025お知らせ • Feb 26DGL Group Limited Announces the Appointment of Liz Smith as an Independent Non-Executive Director, Effective from 3 March 2025DGL Group Limited announced the appointment of Liz Smith as an Independent Non-Executive Director of the Company. Ms Smith's appointment will be effective on 3 March 2025. Elizabeth (Liz) Smith is an experienced Non-Executive Director and Chair of Audit and Risk. Liz's executive career includes Corporate Finance Partner roles at William Buck and Grant Thornton, as well as audit experience at EY. Liz is also on the Board of the Australian Red Cross, Pureprofile and Nuchev. Liz has strong skills in finance and accounting, strategy, M&A, risk and governance and extensive experience advising businesses with strong growth aspirations. Liz has worked across a wide range of industries, with businesses ranging from private companies to large ASX listed entities. Liz holds a Bachelor of Commerce from the University of Melbourne and a Master of Business Administration from La Trobe University. She is a Fellow of Chartered Accountants Australia & New Zealand, a Fellow of the Financial Services Institute of Australasia, a Fellow of the Governance Institute and is a graduate of the Australian Institute of Company Directors.New Risk • Jan 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$159.7m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Nov 01Founder recently bought AU$641k worth of stockOn the 28th of October, Simon Henry bought around 1m shares on-market at roughly AU$0.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Simon's only on-market trade for the last 12 months.お知らせ • Oct 16DGL Group Limited, Annual General Meeting, Nov 20, 2024DGL Group Limited, Annual General Meeting, Nov 20, 2024.Board Change • Oct 02Less 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. 2 non-independent directors. Independent Non-Executive Director John West was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 30Full year 2024 earnings released: EPS: AU$0.05 (vs AU$0.061 in FY 2023)Full year 2024 results: EPS: AU$0.05 (down from AU$0.061 in FY 2023). Revenue: AU$466.1m (flat on FY 2023). Net income: AU$14.3m (down 18% from FY 2023). Profit margin: 3.1% (down from 3.7% in FY 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Australia.お知らせ • Sep 04DGL Group Limited (ASX:DGL completed the acquisition of Enlog Pacific Holdings Pty Ltd for AUD 2.4 million.DGL Group Limited (ASX:DGL) agreed to acquire Enlog Pacific Holdings Pty Ltd for AUD 2.4 million on May 20, 2024. The consideration consists of AUD 2 million in cash and AUD 0.35 million in common equity via the issue of DGL Group shares at a price equal to the 10-day trading VWAP immediately prior to settlement. The acquisition is conditional on regulatory approval. DGL Group Limited (ASX:DGL completed the acquisition of Enlog Pacific Holdings Pty Ltd on September 2, 2024. The acquisition has received regulatory board approval.Reported Earnings • Aug 31Full year 2024 earnings releasedFull year 2024 results: Revenue: AU$465.1m (flat on FY 2023). Net income: AU$14.1m (down 27% from FY 2023). Profit margin: 3.0% (down from 4.1% in FY 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Chemicals industry in Australia.お知らせ • Aug 29DGL Group Limited to Report Q4, 2024 Results on Aug 30, 2024DGL Group Limited announced that they will report Q4, 2024 results on Aug 30, 2024New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$149.4m (US$96.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.2% net profit margin). Market cap is less than US$100m (AU$149.4m market cap, or US$96.5m).New Risk • Jun 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$149.4m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.2% net profit margin). Market cap is less than US$100m (AU$149.4m market cap, or US$99.5m).Reported Earnings • Feb 28First half 2024 earnings released: EPS: AU$0.021 (vs AU$0.037 in 1H 2023)First half 2024 results: EPS: AU$0.021 (down from AU$0.037 in 1H 2023). Revenue: AU$217.0m (flat on 1H 2023). Net income: AU$5.88m (down 44% from 1H 2023). Profit margin: 2.7% (down from 4.8% in 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in Australia.New Risk • Feb 27New 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 13% 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 (13% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).Buy Or Sell Opportunity • Feb 27Now 31% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to AU$0.61. The fair value is estimated to be AU$0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Feb 26DGL Group Limited to Report First Half, 2024 Results on Feb 27, 2024DGL Group Limited announced that they will report first half, 2024 results on Feb 27, 2024Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.07, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in Australia. Simply Wall St's valuation model estimates the intrinsic value at AU$1.10 per share.Buying Opportunity • Jan 09Now 21% undervaluedOver the last 90 days, the stock is up 4.9%. The fair value is estimated to be AU$1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.お知らせ • Dec 01Dgl Group Limited Announces Chief Operating Officer Changes, Effective on January 1, 2024DGL Group Limited announced the appointment of Mr. Alex Wing as Chief Operating Officer (COO) commencing 1 January 2024. Alex will be based at the Company’s head office in Paramatta, New South Wales, and will replace the current COO, Mr. Ryan Aisher who will remain with the Company in Christchurch, overseeing New Zealand operations. Alex joined DGL in February 2023 as General Manager of Operations where he has overseen the operations of the manufacturing businesses together with integration of the acquisitions completed by the Division over the last 18 months. Prior to joining DGL, Alex was an Operations Manager with Waste Management in New Zealand. Alex holds an MBA from Massey University and a Bachelor of Science Degree from the University of Otago. Alex brings a wealth of operational experience, contract, and customer management across multiple industries. He has a proven ability to operate large scale industrial businesses and has led high performing teams across the mining, waste, and industrial chemical industries. Ryan will remain an integral member of the DGL executive where he will focus on DGL’s New Zealand operations whilst leading the continued development of ESG related reporting.Buying Opportunity • Nov 23Now 22% undervaluedOver the last 90 days, the stock is up 6.3%. The fair value is estimated to be AU$1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.お知らせ • Oct 16DGL Group Limited Announces Board ChangesDGL Group Limited advised the retirement of Mr. Peter Lowe as a Non-Executive Director and Chairman of the Company, effective 16 October 2023. Peter was appointed in April 2021 and assumed the role of Chairman prior to the Company's admission to quotation on the ASX and proceeded to guide the Company through its first two years as an ASX listed entity. Peter has lent his experience gained over a long and distinguished career to the Companyand was instrumental in the Company's transition from a private to public Company. Peter was also a member of the Company's Audit & Risk Management Committee and Remuneration Committee since listing in May 2021. The Board formally wishes to acknowledge the contribution of Peter as being integral member and leader of the Board and wishes him a prosperous retirement. Mr. Tim Hosking, a Non-Executive Director of the Company, will assume the role of Chairman. Tim will bring his extensive strategic, commercial and market experience with ASX listed entities to the role and has the full support of the Board. The Company intends to appoint an additional independent director in the coming months to bring appropriate skills and experience to the Board, and to increase independent representation and diversity.お知らせ • Oct 09DGL Group Limited, Annual General Meeting, Nov 14, 2023DGL Group Limited, Annual General Meeting, Nov 14, 2023, at 10:00 AUS Eastern Standard Time. Location: RACV Club, 501 Bourke Street Level 2, Bayside Room 4 Melbourne Victoria Australia Agenda: To consider the financial statements, the Directors' Report and the Auditor's Report for the year ended 30 June 2023; to approve adoption of the Remuneration Report; to consider re-election of Directors; to consider other matters.Reported Earnings • Aug 30Full year 2023 earnings released: EPS: AU$0.068 (vs AU$0.10 in FY 2022)Full year 2023 results: EPS: AU$0.068 (down from AU$0.10 in FY 2022). Revenue: AU$466.0m (up 26% from FY 2022). Net income: AU$19.2m (down 31% from FY 2022). Profit margin: 4.1% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Chemicals industry in Australia.お知らせ • Aug 28Dgl Group Limited Announces Board Changes, Effective from 31 August 2023DGL Group Limited announced that as part of an orderly succession plan of the DGL Group Board, Ms Denise Brotherton and Mr. Robert McKinnon have tendered their resignations as Non-Executive Directors effective from 31 August 2023. The Company announced the appointment of Mr. Tim Hosking and Mr. John West as Non-Executive Directors, effective 31 August 2023. Both Denise & Bob were appointed Directors in April 2021 prior to the Company's admission to quotation on the ASX and proceeded to guide the Company through its first two years as an ASX listed entity. Denise also served as Chair of the Audit & Risk Management Committee and Bob served as Chair of the Remuneration & Nomination Committee. Tim has over 25 years' experience providing strategic, commercial and capital markets advice to public and private companies in Australia, UK and North America. A relationship driven, trusted strategic adviser to business owners, executives and boards, with extensive experience across a wide range of industries including industrials, technology, biotech and healthcare and financial services. Tim was most recently Managing Director Investment Banking at Canaccord Genuity (Australia), previous roles include Head of Strategy ANZ Institutional Bank, Director JP Morgan Australia, and Head of Strategy AXA Australia. Tim is a graduate member of the Australian Institute of Company Directors and holds a Bachelor of Mechanical Engineering (Hons), and Bachelor of Economics (Accounting) from the University of Adelaide. John West has previously been associated indirectly with the Group having sold his successful warehousing and distribution business to the Group in 2018, Dangerous Goods Logistics. John has over 50 years' experience in the Transport and Logistics Industry and currently serves as Managing Director of John West Logistics Pty Ltd, which specialises in Contract Logistics, running a fleet of 200+ vehicles throughout Australia and New Zealand. John West Logistics is not in direct competition with DGL, and no conflict of interest will arise between the parties as a result of John's appointment. John held a seat on the Queensland Rail board for five years and his input continues to be sought from time to time by Government and other advisory bodies or committees.お知らせ • Aug 18DGL Group Limited to Report Fiscal Year 2023 Results on Aug 28, 2023DGL Group Limited announced that they will report fiscal year 2023 results on Aug 28, 2023Buying Opportunity • Aug 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 41%. The fair value is estimated to be AU$1.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 1.7% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$1.04, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in Australia. Simply Wall St's valuation model estimates the intrinsic value at AU$1.05 per share.Recent Insider Transactions • Jun 28Board Member recently bought AU$98k worth of stockOn the 26th of June, Robert Sushames bought around 150k shares on-market at roughly AU$0.65 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$714k more in shares than they have sold in the last 12 months.Buying Opportunity • Jun 21Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 6.7% in the next 2 years.お知らせ • Jun 15DGL Group Limited Provides Earnings Guidance for Fiscal Year 2023DGL Group Limited provided earnings guidance for Fiscal year 2023. For the year, the company expects revenue to exceed $450 million.Board Change • Mar 31High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Founder, Executive Director & CEO Simon Henry is the most experienced director on the board, commencing their role in 2012. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: DGLの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: DGLの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場DGL Group 配当利回り対市場DGL 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (DGL)n/a市場下位25% (AU)2.9%市場トップ25% (AU)6.9%業界平均 (Chemicals)2.0%アナリスト予想 (DGL) (最長3年)0%注目すべき配当: DGLは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: DGLは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: DGLの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: DGLが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YAU 市場の強力な配当支払い企業。View Management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2026/05/21 20:52終値2026/05/21 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DGL Group Limited 0 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Conor O’PreyCanaccord GenuityTimothy PiperUBS Investment Bank
Recent Insider Transactions • May 11Founder recently bought AU$111k worth of stockOn the 7th of May, Simon Henry bought around 285k shares on-market at roughly AU$0.39 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Simon has been a buyer over the last 12 months, purchasing a net total of AU$205k worth in shares.
お知らせ • Dec 07DGL Group Limited Announces Resignation of Hanna Posa as Joint Company Secretary, Effective December 5, 2025DGL Group Limited announced that following closure of the Company’s internal legal department, Hanna Posa has resigned from the role of Joint Company Secretary, effective December 5, 2025. Andrew Draffin will continue as the sole Company Secretary.
お知らせ • Sep 24DGL Group Limited, Annual General Meeting, Nov 20, 2025DGL Group Limited, Annual General Meeting, Nov 20, 2025.
お知らせ • Aug 28DGL Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025DGL Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025
お知らせ • Jun 06DGL Group Limited Provides Earnings Guidance for the Second Half and Full Year 2025DGL Group Limited provided earnings guidance for the second half and full year 2025. For the second half company expects unaudited revenue for the second half of FY25 is projected to be broadly in-line with the first half of FY25. Net profit after tax in the second half of FY25 is expected to be significantly higher than in the first half. For the full year company expects unaudited revenue to be slightly higher than FY24. However full year underlying NPAT is expected to be 55% - 65% lower than Fiscal Year 24.
お知らせ • Apr 01Dgl Group Limited Announces Stepping Down of Robert Sushames as Executive Director of the Board, Effective April 1, 2025DGL Group Limited advised that Robert Sushames will step down as an Executive Director of the Board of DGL Group, effective immediately. Mr. Sushames will provide business development and general support within the crop protection division for up to six months, to assist with continuity and ensure a smooth transition. Mr. Sushames has been an Executive Director of the Company since 1 April 2021 and has played a key role seeing the Company through its initial public offering, multiple acquisitions and its evolution into a listed company. He has brought deep industry knowledge and provided valuable leadership during a period of significant growth and diversification.
お知らせ • Feb 28DGL Group Limited (ASX:DGL) acquired Australian Petro Chemical Storage Pty Ltd.DGL Group Limited (ASX:DGL) agreed to acquire Australian Petro Chemical Storage Pty Ltd for AUD 5.5 million on July 3, 2024. A cash consideration of AUD 5.5 million will be paid by DGL Group Limited. As part of consideration, AUD 5.5 million is paid towards common equity of Australian Petro Chemical Storage Pty Ltd. The transaction will be funded by operating cash flow. The acquisition price represents 2.5 x EBITDA for the last 12 months (excluding the impact of AASB16). On a post-AASB16 basis the acquisition multiple is 3.7 x EBITDA. The acquisition will be earnings accretive for DGL. The expected completion of the transaction is October 1, 2024 to October 31, 2024. DGL Group Limited (ASX:DGL) completed the acquisition of Australian Petro Chemical Storage Pty Ltd on the first half of 2025.
お知らせ • Feb 27DGL Group Limited to Report First Half, 2025 Results on Feb 28, 2025DGL Group Limited announced that they will report first half, 2025 results on Feb 28, 2025
お知らせ • Feb 26DGL Group Limited Announces the Appointment of Liz Smith as an Independent Non-Executive Director, Effective from 3 March 2025DGL Group Limited announced the appointment of Liz Smith as an Independent Non-Executive Director of the Company. Ms Smith's appointment will be effective on 3 March 2025. Elizabeth (Liz) Smith is an experienced Non-Executive Director and Chair of Audit and Risk. Liz's executive career includes Corporate Finance Partner roles at William Buck and Grant Thornton, as well as audit experience at EY. Liz is also on the Board of the Australian Red Cross, Pureprofile and Nuchev. Liz has strong skills in finance and accounting, strategy, M&A, risk and governance and extensive experience advising businesses with strong growth aspirations. Liz has worked across a wide range of industries, with businesses ranging from private companies to large ASX listed entities. Liz holds a Bachelor of Commerce from the University of Melbourne and a Master of Business Administration from La Trobe University. She is a Fellow of Chartered Accountants Australia & New Zealand, a Fellow of the Financial Services Institute of Australasia, a Fellow of the Governance Institute and is a graduate of the Australian Institute of Company Directors.
New Risk • Jan 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$159.7m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Nov 01Founder recently bought AU$641k worth of stockOn the 28th of October, Simon Henry bought around 1m shares on-market at roughly AU$0.60 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Simon's only on-market trade for the last 12 months.
お知らせ • Oct 16DGL Group Limited, Annual General Meeting, Nov 20, 2024DGL Group Limited, Annual General Meeting, Nov 20, 2024.
Board Change • Oct 02Less 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. 2 non-independent directors. Independent Non-Executive Director John West was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 30Full year 2024 earnings released: EPS: AU$0.05 (vs AU$0.061 in FY 2023)Full year 2024 results: EPS: AU$0.05 (down from AU$0.061 in FY 2023). Revenue: AU$466.1m (flat on FY 2023). Net income: AU$14.3m (down 18% from FY 2023). Profit margin: 3.1% (down from 3.7% in FY 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Australia.
お知らせ • Sep 04DGL Group Limited (ASX:DGL completed the acquisition of Enlog Pacific Holdings Pty Ltd for AUD 2.4 million.DGL Group Limited (ASX:DGL) agreed to acquire Enlog Pacific Holdings Pty Ltd for AUD 2.4 million on May 20, 2024. The consideration consists of AUD 2 million in cash and AUD 0.35 million in common equity via the issue of DGL Group shares at a price equal to the 10-day trading VWAP immediately prior to settlement. The acquisition is conditional on regulatory approval. DGL Group Limited (ASX:DGL completed the acquisition of Enlog Pacific Holdings Pty Ltd on September 2, 2024. The acquisition has received regulatory board approval.
Reported Earnings • Aug 31Full year 2024 earnings releasedFull year 2024 results: Revenue: AU$465.1m (flat on FY 2023). Net income: AU$14.1m (down 27% from FY 2023). Profit margin: 3.0% (down from 4.1% in FY 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Chemicals industry in Australia.
お知らせ • Aug 29DGL Group Limited to Report Q4, 2024 Results on Aug 30, 2024DGL Group Limited announced that they will report Q4, 2024 results on Aug 30, 2024
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$149.4m (US$96.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.2% net profit margin). Market cap is less than US$100m (AU$149.4m market cap, or US$96.5m).
New Risk • Jun 25New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$149.4m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.2% net profit margin). Market cap is less than US$100m (AU$149.4m market cap, or US$99.5m).
Reported Earnings • Feb 28First half 2024 earnings released: EPS: AU$0.021 (vs AU$0.037 in 1H 2023)First half 2024 results: EPS: AU$0.021 (down from AU$0.037 in 1H 2023). Revenue: AU$217.0m (flat on 1H 2023). Net income: AU$5.88m (down 44% from 1H 2023). Profit margin: 2.7% (down from 4.8% in 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in Australia.
New Risk • Feb 27New 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 13% 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 (13% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).
Buy Or Sell Opportunity • Feb 27Now 31% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to AU$0.61. The fair value is estimated to be AU$0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Feb 26DGL Group Limited to Report First Half, 2024 Results on Feb 27, 2024DGL Group Limited announced that they will report first half, 2024 results on Feb 27, 2024
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.07, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in Australia. Simply Wall St's valuation model estimates the intrinsic value at AU$1.10 per share.
Buying Opportunity • Jan 09Now 21% undervaluedOver the last 90 days, the stock is up 4.9%. The fair value is estimated to be AU$1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
お知らせ • Dec 01Dgl Group Limited Announces Chief Operating Officer Changes, Effective on January 1, 2024DGL Group Limited announced the appointment of Mr. Alex Wing as Chief Operating Officer (COO) commencing 1 January 2024. Alex will be based at the Company’s head office in Paramatta, New South Wales, and will replace the current COO, Mr. Ryan Aisher who will remain with the Company in Christchurch, overseeing New Zealand operations. Alex joined DGL in February 2023 as General Manager of Operations where he has overseen the operations of the manufacturing businesses together with integration of the acquisitions completed by the Division over the last 18 months. Prior to joining DGL, Alex was an Operations Manager with Waste Management in New Zealand. Alex holds an MBA from Massey University and a Bachelor of Science Degree from the University of Otago. Alex brings a wealth of operational experience, contract, and customer management across multiple industries. He has a proven ability to operate large scale industrial businesses and has led high performing teams across the mining, waste, and industrial chemical industries. Ryan will remain an integral member of the DGL executive where he will focus on DGL’s New Zealand operations whilst leading the continued development of ESG related reporting.
Buying Opportunity • Nov 23Now 22% undervaluedOver the last 90 days, the stock is up 6.3%. The fair value is estimated to be AU$1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
お知らせ • Oct 16DGL Group Limited Announces Board ChangesDGL Group Limited advised the retirement of Mr. Peter Lowe as a Non-Executive Director and Chairman of the Company, effective 16 October 2023. Peter was appointed in April 2021 and assumed the role of Chairman prior to the Company's admission to quotation on the ASX and proceeded to guide the Company through its first two years as an ASX listed entity. Peter has lent his experience gained over a long and distinguished career to the Companyand was instrumental in the Company's transition from a private to public Company. Peter was also a member of the Company's Audit & Risk Management Committee and Remuneration Committee since listing in May 2021. The Board formally wishes to acknowledge the contribution of Peter as being integral member and leader of the Board and wishes him a prosperous retirement. Mr. Tim Hosking, a Non-Executive Director of the Company, will assume the role of Chairman. Tim will bring his extensive strategic, commercial and market experience with ASX listed entities to the role and has the full support of the Board. The Company intends to appoint an additional independent director in the coming months to bring appropriate skills and experience to the Board, and to increase independent representation and diversity.
お知らせ • Oct 09DGL Group Limited, Annual General Meeting, Nov 14, 2023DGL Group Limited, Annual General Meeting, Nov 14, 2023, at 10:00 AUS Eastern Standard Time. Location: RACV Club, 501 Bourke Street Level 2, Bayside Room 4 Melbourne Victoria Australia Agenda: To consider the financial statements, the Directors' Report and the Auditor's Report for the year ended 30 June 2023; to approve adoption of the Remuneration Report; to consider re-election of Directors; to consider other matters.
Reported Earnings • Aug 30Full year 2023 earnings released: EPS: AU$0.068 (vs AU$0.10 in FY 2022)Full year 2023 results: EPS: AU$0.068 (down from AU$0.10 in FY 2022). Revenue: AU$466.0m (up 26% from FY 2022). Net income: AU$19.2m (down 31% from FY 2022). Profit margin: 4.1% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Chemicals industry in Australia.
お知らせ • Aug 28Dgl Group Limited Announces Board Changes, Effective from 31 August 2023DGL Group Limited announced that as part of an orderly succession plan of the DGL Group Board, Ms Denise Brotherton and Mr. Robert McKinnon have tendered their resignations as Non-Executive Directors effective from 31 August 2023. The Company announced the appointment of Mr. Tim Hosking and Mr. John West as Non-Executive Directors, effective 31 August 2023. Both Denise & Bob were appointed Directors in April 2021 prior to the Company's admission to quotation on the ASX and proceeded to guide the Company through its first two years as an ASX listed entity. Denise also served as Chair of the Audit & Risk Management Committee and Bob served as Chair of the Remuneration & Nomination Committee. Tim has over 25 years' experience providing strategic, commercial and capital markets advice to public and private companies in Australia, UK and North America. A relationship driven, trusted strategic adviser to business owners, executives and boards, with extensive experience across a wide range of industries including industrials, technology, biotech and healthcare and financial services. Tim was most recently Managing Director Investment Banking at Canaccord Genuity (Australia), previous roles include Head of Strategy ANZ Institutional Bank, Director JP Morgan Australia, and Head of Strategy AXA Australia. Tim is a graduate member of the Australian Institute of Company Directors and holds a Bachelor of Mechanical Engineering (Hons), and Bachelor of Economics (Accounting) from the University of Adelaide. John West has previously been associated indirectly with the Group having sold his successful warehousing and distribution business to the Group in 2018, Dangerous Goods Logistics. John has over 50 years' experience in the Transport and Logistics Industry and currently serves as Managing Director of John West Logistics Pty Ltd, which specialises in Contract Logistics, running a fleet of 200+ vehicles throughout Australia and New Zealand. John West Logistics is not in direct competition with DGL, and no conflict of interest will arise between the parties as a result of John's appointment. John held a seat on the Queensland Rail board for five years and his input continues to be sought from time to time by Government and other advisory bodies or committees.
お知らせ • Aug 18DGL Group Limited to Report Fiscal Year 2023 Results on Aug 28, 2023DGL Group Limited announced that they will report fiscal year 2023 results on Aug 28, 2023
Buying Opportunity • Aug 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 41%. The fair value is estimated to be AU$1.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 1.7% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$1.04, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in Australia. Simply Wall St's valuation model estimates the intrinsic value at AU$1.05 per share.
Recent Insider Transactions • Jun 28Board Member recently bought AU$98k worth of stockOn the 26th of June, Robert Sushames bought around 150k shares on-market at roughly AU$0.65 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$714k more in shares than they have sold in the last 12 months.
Buying Opportunity • Jun 21Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 6.7% in the next 2 years.
お知らせ • Jun 15DGL Group Limited Provides Earnings Guidance for Fiscal Year 2023DGL Group Limited provided earnings guidance for Fiscal year 2023. For the year, the company expects revenue to exceed $450 million.
Board Change • Mar 31High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Founder, Executive Director & CEO Simon Henry is the most experienced director on the board, commencing their role in 2012. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.