View ValuationBriscoe Group 将来の成長Future 基準チェック /26Briscoe Group利益と収益がそれぞれ年間8.8%と2.6%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21.2% 8.8%なると予測されています。主要情報8.8%収益成長率8.76%EPS成長率Specialty Retail 収益成長11.4%収益成長率2.6%将来の株主資本利益率21.19%アナリストカバレッジLow最終更新日11 May 2026今後の成長に関する最新情報お知らせ • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.お知らせ • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.すべての更新を表示Recent updatesお知らせ • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.Board Change • Sep 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 04Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 15, 2025Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 14Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Mar 13Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024)Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia.お知らせ • Mar 12Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.お知らせ • Mar 10Briscoe Group Limited, Annual General Meeting, Mar 24, 2025Briscoe Group Limited, Annual General Meeting, Mar 24, 2025.お知らせ • Feb 04Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025お知らせ • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.Board Change • Jan 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 12Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024.お知らせ • Aug 02Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 16, 2024Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters.Declared Dividend • Mar 16Final dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023)Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 02Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 14Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023.Reported Earnings • Sep 14First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023)First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 10Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022)Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years.Reported Earnings • Sep 15First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022)First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.業績と収益の成長予測ASX:BGP - アナリストの将来予測と過去の財務データ ( )NZD 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1/31/2029864777612021/31/2028838686210931/31/20278126078431/25/20267995952102N/A10/25/2025795585599N/A7/27/2025791575896N/A4/27/20257915955103N/A1/26/20257916152110N/A10/26/20247936870119N/A7/28/20247957589128N/A4/28/20247937999126N/A1/28/202479284108123N/A10/28/202379085110127N/A7/30/202378786111130N/A4/29/202378687120137N/A1/29/202378688128144N/A10/29/202277087105121N/A7/31/2022754868298N/A4/30/2022749877997N/A1/30/2022744887796N/A10/30/20217569077100N/A8/1/20217689377103N/A5/1/20217358378105N/A1/31/20217027379107N/A10/31/20206726883108N/A7/26/20206426288108N/A4/26/2020648627494N/A1/26/2020653636080N/A10/26/201964762N/A79N/A7/28/201964262N/A78N/A4/28/201963763N/A72N/A1/27/201963263N/A66N/A10/27/201862563N/A68N/A7/29/201861762N/A71N/A4/29/201861162N/A70N/A1/28/201860561N/A70N/A10/28/201760061N/A70N/A7/30/201759661N/A71N/A4/29/201758960N/A78N/A1/29/201758359N/A86N/A10/29/201658057N/A70N/A7/31/201657754N/A54N/A4/30/201656551N/A47N/A1/31/201655347N/A40N/A10/31/201553644N/A46N/A7/26/201552041N/A52N/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: BGPの予測収益成長率 (年間8.8% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: BGPの収益 ( 8.8% ) Australian市場 ( 11.9% ) よりも低い成長が予測されています。高成長収益: BGP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: BGPの収益 ( 2.6% ) Australian市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: BGPの収益 ( 2.6% ) 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: BGPの 自己資本利益率 は、3年後には高くなると予測されています ( 21.2 %)成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/05/24 06:42終値2026/05/18 00:00収益2026/01/25年間収益2026/01/25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Briscoe Group Limited 3 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。3 アナリスト機関Paul KorauaForsyth Barr Group Ltd.Guy Edward HooperJarden LimitedWarren DoakMacquarie Research
お知らせ • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.
お知らせ • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.
お知らせ • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.
Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.
Board Change • Sep 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 04Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025
Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 15, 2025Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 14Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Mar 13Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024)Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia.
お知らせ • Mar 12Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.
お知らせ • Mar 10Briscoe Group Limited, Annual General Meeting, Mar 24, 2025Briscoe Group Limited, Annual General Meeting, Mar 24, 2025.
お知らせ • Feb 04Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025
お知らせ • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.
Board Change • Jan 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 12Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024.
お知らせ • Aug 02Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024
Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 16, 2024Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters.
Declared Dividend • Mar 16Final dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023)Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 02Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 14Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023.
Reported Earnings • Sep 14First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023)First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 10Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022)Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Sep 15First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022)First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.