View ValuationSupply Network 将来の成長Future 基準チェック /46Supply Network利益と収益がそれぞれ年間15.1%と10.8%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35.5% 14.8%なると予測されています。主要情報15.1%収益成長率14.84%EPS成長率Retail Distributors 収益成長17.7%収益成長率10.8%将来の株主資本利益率35.53%アナリストカバレッジLow最終更新日02 Apr 2026今後の成長に関する最新情報お知らせ • Aug 26Supply Network Limited Provides Earnings Guidance for 2025Supply Network Limited provided earnings guidance for 2025. For the year, the company expects rate of revenue growth to be around long-term average of 14% p.a.お知らせ • Nov 29Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024Supply Network Limited provided earnings guidance for the first half of fiscal year 2024. For the period, the company expectation for the first half of fiscal year 2024 is for revenue of ~$145 million and PAT of ~ $15 million. The slightly lower profit margin reflects a higher cost base following investments in network expansion.お知らせ • May 28Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023Supply Network Limited provided consolidated earnings guidance for the year 2023. Consolidated sales revenue for the year 2023 is expected to be around $250 million and profit after tax around $26.5 million.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$31.50. The fair value is estimated to be AU$39.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jan 23Supply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Supply Network Limited Directors Have Declared A Fully Franked Interim Dividend for the Six Months Ended December 31, 2025 of 36.0 Cents Per Share, with A Record Date of 19 March 2026, to Be Paid on April 2, 2026 and Ex- Date of 18 March 2026.お知らせ • Sep 23Supply Network Limited, Annual General Meeting, Oct 24, 2025Supply Network Limited, Annual General Meeting, Oct 24, 2025. Location: at edwin flack room, sofitel sydney wentworth, 61 - 101 phillip street, sydney nsw 2000 AustraliaReported Earnings • Aug 26Full year 2025 earnings released: EPS: AU$0.93 (vs AU$0.79 in FY 2024)Full year 2025 results: EPS: AU$0.93 (up from AU$0.79 in FY 2024). Revenue: AU$349.5m (up 15% from FY 2024). Net income: AU$40.0m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Retail Distributors industry.Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Rob Fraser was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Rob Fraser was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 24+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2024, Payable on April 4, 2025Supply Network Limited Directors have declared a fully franked interim dividend for the six months ended December 31, 2024 of 32.0 cents per share, with a record date of 21 March 2025, to be paid on 4 April 2025 and EX- date of 20 March 2025.Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Rob Fraser was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 09Non-Executive Director recently sold AU$6.9m worth of stockOn the 4th of October, Peter McKenzie sold around 231k shares on-market at roughly AU$30.00 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth AU$29m. Insiders have been net sellers, collectively disposing of AU$132m more than they bought in the last 12 months.お知らせ • Oct 08Supply Network Limited, Annual General Meeting, Nov 27, 2024Supply Network Limited, Annual General Meeting, Nov 27, 2024. Location: at the offices of hlb mann judd, level 5, 10 shelley st, sydney nsw 2000. AustraliaNew Risk • Oct 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Significant insider selling over the past 3 months (AU$53m sold).Upcoming Dividend • Sep 11Upcoming dividend of AU$0.33 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (6.1%). Lower than average of industry peers (2.7%).Recent Insider Transactions • Sep 06Non-Executive Director recently sold AU$29m worth of stockOn the 3rd of September, Peter McKenzie sold around 1m shares on-market at roughly AU$29.25 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$126m more than they bought in the last 12 months.Reported Earnings • Aug 27Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.67 in FY 2023)Full year 2024 results: EPS: AU$0.79 (up from AU$0.67 in FY 2023). Revenue: AU$302.9m (up 20% from FY 2023). Net income: AU$33.0m (up 21% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry.お知らせ • Aug 26Supply Network Limited Provides Earnings Guidance for 2025Supply Network Limited provided earnings guidance for 2025. For the year, the company expects rate of revenue growth to be around long-term average of 14% p.a.Declared Dividend • Jul 29First half dividend increased to AU$0.33Dividend of AU$0.33 is 18% higher than last year. Ex-date: 18th September 2024 Payment date: 3rd October 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (216% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Mar 19Non-Executive Director recently sold AU$72k worth of stockOn the 18th of March, Peter Gill sold around 4k shares on-market at roughly AU$18.09 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.Upcoming Dividend • Mar 13Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.4%).Recent Insider Transactions • Mar 05Non-Executive Director recently sold AU$93k worth of stockOn the 1st of March, Peter Gill sold around 5k shares on-market at roughly AU$17.83 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.Reported Earnings • Mar 01First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.31 in 1H 2023). Revenue: AU$145.4m (up 22% from 1H 2023). Net income: AU$15.0m (up 18% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (234% cash payout ratio). Significant insider selling over the past 3 months (AU$74m sold).Declared Dividend • Feb 02Final dividend of AU$0.23 announcedShareholders will receive a dividend of AU$0.23. Ex-date: 20th March 2024 Payment date: 4th April 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 31Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024Directors of Supply Network Limited have declared a fully franked interim dividend of 23.0 cents per share, with a record date of 21 March 2024, to be paid on 4 April 2024.Recent Insider Transactions • Jan 11Non-Executive Director recently sold AU$74m worth of stockOn the 9th of January, Peter McKenzie sold around 5m shares on-market at roughly AU$16.25 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.Recent Insider Transactions • Dec 25Non-Executive Director recently sold AU$154k worth of stockOn the 19th of December, Peter Gill sold around 10k shares on-market at roughly AU$15.38 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$13m more than they bought in the last 12 months.お知らせ • Nov 29Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024Supply Network Limited provided earnings guidance for the first half of fiscal year 2024. For the period, the company expectation for the first half of fiscal year 2024 is for revenue of ~$145 million and PAT of ~ $15 million. The slightly lower profit margin reflects a higher cost base following investments in network expansion.Recent Insider Transactions • Oct 13Non-Executive Director recently bought AU$2.4m worth of stockOn the 11th of October, Peter McKenzie bought around 160k shares on-market at roughly AU$14.90 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold AU$13m more in shares than they bought in the last 12 months.お知らせ • Oct 09Supply Network Limited, Annual General Meeting, Nov 29, 2023Supply Network Limited, Annual General Meeting, Nov 29, 2023, at 14:00 AUS Eastern Standard Time. Location: 2 Turnbull Close Pemulway New South Wales Australia Agenda: To receive and consider the Financial Statements and the Reports of Directors and Auditors for the year ended 30 June 2023;to consider to adopt the Remuneration Report for the year ended 30 June 2023;to consider to election of Director;to consider to reapproval of Employee Incentive Plan; and to consider approval for Issue of Shares to Geoffrey David Huston Stewart under the EIP.Recent Insider Transactions • Sep 12Insider recently sold AU$15m worth of stockOn the 8th of September, Harry Forsyth sold around 1m shares on-market at roughly AU$15.00 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$15m more than they bought in the last 12 months.Upcoming Dividend • Sep 11Upcoming dividend of AU$0.28 per share at 3.7% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.3%).Reported Earnings • Aug 29Full year 2023 earnings released: EPS: AU$0.67 (vs AU$0.49 in FY 2022)Full year 2023 results: EPS: AU$0.67 (up from AU$0.49 in FY 2022). Revenue: AU$252.4m (up 27% from FY 2022). Net income: AU$27.4m (up 37% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (112% cash payout ratio). Significant insider selling over the past 3 months (AU$5.7m sold).お知らせ • Jul 30Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023Supply Network Limited announced a dividend of AUD 0.28000000 for the year ended June 30, 2023. The ex-date is on September 18, 2023. The record date is on September 19, 2023. The payment date is on October 3, 2023.New Risk • Jun 25New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$5.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (AU$5.7m sold).お知らせ • May 28Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023Supply Network Limited provided consolidated earnings guidance for the year 2023. Consolidated sales revenue for the year 2023 is expected to be around $250 million and profit after tax around $26.5 million.Board Change • May 04No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Mar 31No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 15Upcoming dividend of AU$0.20 per share at 3.3% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (2.3%).Buying Opportunity • Mar 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.9%. The fair value is estimated to be AU$14.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Reported Earnings • Feb 27First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)First half 2023 results: EPS: AU$0.31 (up from AU$0.23 in 1H 2022). Revenue: AU$119.2m (up 24% from 1H 2022). Net income: AU$12.7m (up 34% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Retail Distributors industry.Board Change • Feb 27No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)First half 2023 results: EPS: AU$0.31 (up from AU$0.23 in 1H 2022). Revenue: AU$119.2m (up 24% from 1H 2022). Net income: AU$12.7m (up 34% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry.お知らせ • Jan 25+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023The Directors of Supply Network Limited declared a fully franked interim dividend of 20.0 cents per share, with a record date of 23 March 2023, to be paid on 6 April 2023.Board Change • Jan 14No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Nov 30No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 01Full year 2022 earnings released: EPS: AU$0.49 (vs AU$0.34 in FY 2021)Full year 2022 results: EPS: AU$0.49 (up from AU$0.34 in FY 2021). Revenue: AU$198.5m (up 22% from FY 2021). Net income: AU$20.0m (up 45% from FY 2021). Profit margin: 10% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Retail Distributors industry.Board Change • Sep 30No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 16Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Australian dividend payers (5.9%). In line with average of industry peers (2.2%).Board Change • Mar 16No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 37% share price gain to AU$10.85, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 20x in the Retail Distributors industry in Australia.Board Change • Dec 22No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Nov 11Insufficient 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. 3 highly experienced directors. Non-Executive Chairman Greg Forsyth was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.業績と収益の成長予測CHIA:SNL - 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6/30/202851065475856/30/202745755374856/30/2026403463043512/31/2025378432832N/A9/30/2025364422832N/A6/30/2025349402832N/A3/31/2025339392731N/A12/31/2024329382529N/A9/30/2024316351823N/A6/30/2024303331216N/A3/31/2024291311115N/A12/31/2023278301014N/A9/30/2023265291217N/A6/30/2023252271519N/A3/31/2023237251822N/A12/31/2022221232125N/A9/30/2022210221821N/A6/30/2022198201518N/A3/31/2022190191416N/A12/31/2021181171215N/A9/30/2021172161416N/A6/30/2021163141517N/A3/31/2021155131416N/A12/31/2020147111315N/A9/30/2020142101113N/A6/30/202013710911N/A3/31/2020134969N/A12/31/2019132936N/A9/30/20191289N/A4N/A6/30/20191249N/A2N/A3/31/20191219N/A3N/A12/31/20181188N/A4N/A9/30/20181158N/A5N/A6/30/20181128N/A6N/A3/31/20181088N/A6N/A12/31/20171048N/A5N/A9/30/20171017N/A5N/A6/30/2017987N/A6N/A3/31/2017946N/A6N/A12/31/2016915N/A6N/A9/30/2016895N/A5N/A6/30/2016875N/A4N/A3/31/2016875N/A5N/A12/31/2015865N/A6N/A9/30/2015866N/A7N/A6/30/2015856N/A8N/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: SNLの予測収益成長率 (年間15.1% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: SNLの収益 ( 15.1% ) はAustralian市場 ( 11.9% ) よりも速いペースで成長すると予測されています。高成長収益: SNL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: SNLの収益 ( 10.8% ) Australian市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: SNLの収益 ( 10.8% ) 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: SNL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 ( 35.5 %)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2026/05/23 05:21終値2026/05/22 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Supply Network Limited 5 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。6 アナリスト機関Elijah MayrGoldman SachsSarah MannMA Moelis Australia Securities Pty LtdLachlan ScottMA Moelis Australia Securities Pty Ltd3 その他のアナリストを表示
お知らせ • Aug 26Supply Network Limited Provides Earnings Guidance for 2025Supply Network Limited provided earnings guidance for 2025. For the year, the company expects rate of revenue growth to be around long-term average of 14% p.a.
お知らせ • Nov 29Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024Supply Network Limited provided earnings guidance for the first half of fiscal year 2024. For the period, the company expectation for the first half of fiscal year 2024 is for revenue of ~$145 million and PAT of ~ $15 million. The slightly lower profit margin reflects a higher cost base following investments in network expansion.
お知らせ • May 28Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023Supply Network Limited provided consolidated earnings guidance for the year 2023. Consolidated sales revenue for the year 2023 is expected to be around $250 million and profit after tax around $26.5 million.
Buy Or Sell Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$31.50. The fair value is estimated to be AU$39.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jan 23Supply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Supply Network Limited Directors Have Declared A Fully Franked Interim Dividend for the Six Months Ended December 31, 2025 of 36.0 Cents Per Share, with A Record Date of 19 March 2026, to Be Paid on April 2, 2026 and Ex- Date of 18 March 2026.
お知らせ • Sep 23Supply Network Limited, Annual General Meeting, Oct 24, 2025Supply Network Limited, Annual General Meeting, Oct 24, 2025. Location: at edwin flack room, sofitel sydney wentworth, 61 - 101 phillip street, sydney nsw 2000 Australia
Reported Earnings • Aug 26Full year 2025 earnings released: EPS: AU$0.93 (vs AU$0.79 in FY 2024)Full year 2025 results: EPS: AU$0.93 (up from AU$0.79 in FY 2024). Revenue: AU$349.5m (up 15% from FY 2024). Net income: AU$40.0m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Retail Distributors industry.
Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Rob Fraser was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Rob Fraser was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 24+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2024, Payable on April 4, 2025Supply Network Limited Directors have declared a fully franked interim dividend for the six months ended December 31, 2024 of 32.0 cents per share, with a record date of 21 March 2025, to be paid on 4 April 2025 and EX- date of 20 March 2025.
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Rob Fraser was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 09Non-Executive Director recently sold AU$6.9m worth of stockOn the 4th of October, Peter McKenzie sold around 231k shares on-market at roughly AU$30.00 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth AU$29m. Insiders have been net sellers, collectively disposing of AU$132m more than they bought in the last 12 months.
お知らせ • Oct 08Supply Network Limited, Annual General Meeting, Nov 27, 2024Supply Network Limited, Annual General Meeting, Nov 27, 2024. Location: at the offices of hlb mann judd, level 5, 10 shelley st, sydney nsw 2000. Australia
New Risk • Oct 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Significant insider selling over the past 3 months (AU$53m sold).
Upcoming Dividend • Sep 11Upcoming dividend of AU$0.33 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (6.1%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • Sep 06Non-Executive Director recently sold AU$29m worth of stockOn the 3rd of September, Peter McKenzie sold around 1m shares on-market at roughly AU$29.25 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$126m more than they bought in the last 12 months.
Reported Earnings • Aug 27Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.67 in FY 2023)Full year 2024 results: EPS: AU$0.79 (up from AU$0.67 in FY 2023). Revenue: AU$302.9m (up 20% from FY 2023). Net income: AU$33.0m (up 21% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry.
お知らせ • Aug 26Supply Network Limited Provides Earnings Guidance for 2025Supply Network Limited provided earnings guidance for 2025. For the year, the company expects rate of revenue growth to be around long-term average of 14% p.a.
Declared Dividend • Jul 29First half dividend increased to AU$0.33Dividend of AU$0.33 is 18% higher than last year. Ex-date: 18th September 2024 Payment date: 3rd October 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (216% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Mar 19Non-Executive Director recently sold AU$72k worth of stockOn the 18th of March, Peter Gill sold around 4k shares on-market at roughly AU$18.09 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.4%).
Recent Insider Transactions • Mar 05Non-Executive Director recently sold AU$93k worth of stockOn the 1st of March, Peter Gill sold around 5k shares on-market at roughly AU$17.83 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.
Reported Earnings • Mar 01First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.31 in 1H 2023). Revenue: AU$145.4m (up 22% from 1H 2023). Net income: AU$15.0m (up 18% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (234% cash payout ratio). Significant insider selling over the past 3 months (AU$74m sold).
Declared Dividend • Feb 02Final dividend of AU$0.23 announcedShareholders will receive a dividend of AU$0.23. Ex-date: 20th March 2024 Payment date: 4th April 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 31Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024Directors of Supply Network Limited have declared a fully franked interim dividend of 23.0 cents per share, with a record date of 21 March 2024, to be paid on 4 April 2024.
Recent Insider Transactions • Jan 11Non-Executive Director recently sold AU$74m worth of stockOn the 9th of January, Peter McKenzie sold around 5m shares on-market at roughly AU$16.25 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 25Non-Executive Director recently sold AU$154k worth of stockOn the 19th of December, Peter Gill sold around 10k shares on-market at roughly AU$15.38 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$13m more than they bought in the last 12 months.
お知らせ • Nov 29Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024Supply Network Limited provided earnings guidance for the first half of fiscal year 2024. For the period, the company expectation for the first half of fiscal year 2024 is for revenue of ~$145 million and PAT of ~ $15 million. The slightly lower profit margin reflects a higher cost base following investments in network expansion.
Recent Insider Transactions • Oct 13Non-Executive Director recently bought AU$2.4m worth of stockOn the 11th of October, Peter McKenzie bought around 160k shares on-market at roughly AU$14.90 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold AU$13m more in shares than they bought in the last 12 months.
お知らせ • Oct 09Supply Network Limited, Annual General Meeting, Nov 29, 2023Supply Network Limited, Annual General Meeting, Nov 29, 2023, at 14:00 AUS Eastern Standard Time. Location: 2 Turnbull Close Pemulway New South Wales Australia Agenda: To receive and consider the Financial Statements and the Reports of Directors and Auditors for the year ended 30 June 2023;to consider to adopt the Remuneration Report for the year ended 30 June 2023;to consider to election of Director;to consider to reapproval of Employee Incentive Plan; and to consider approval for Issue of Shares to Geoffrey David Huston Stewart under the EIP.
Recent Insider Transactions • Sep 12Insider recently sold AU$15m worth of stockOn the 8th of September, Harry Forsyth sold around 1m shares on-market at roughly AU$15.00 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$15m more than they bought in the last 12 months.
Upcoming Dividend • Sep 11Upcoming dividend of AU$0.28 per share at 3.7% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.3%).
Reported Earnings • Aug 29Full year 2023 earnings released: EPS: AU$0.67 (vs AU$0.49 in FY 2022)Full year 2023 results: EPS: AU$0.67 (up from AU$0.49 in FY 2022). Revenue: AU$252.4m (up 27% from FY 2022). Net income: AU$27.4m (up 37% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (112% cash payout ratio). Significant insider selling over the past 3 months (AU$5.7m sold).
お知らせ • Jul 30Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023Supply Network Limited announced a dividend of AUD 0.28000000 for the year ended June 30, 2023. The ex-date is on September 18, 2023. The record date is on September 19, 2023. The payment date is on October 3, 2023.
New Risk • Jun 25New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$5.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (AU$5.7m sold).
お知らせ • May 28Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023Supply Network Limited provided consolidated earnings guidance for the year 2023. Consolidated sales revenue for the year 2023 is expected to be around $250 million and profit after tax around $26.5 million.
Board Change • May 04No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Mar 31No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 15Upcoming dividend of AU$0.20 per share at 3.3% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (2.3%).
Buying Opportunity • Mar 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.9%. The fair value is estimated to be AU$14.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Reported Earnings • Feb 27First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)First half 2023 results: EPS: AU$0.31 (up from AU$0.23 in 1H 2022). Revenue: AU$119.2m (up 24% from 1H 2022). Net income: AU$12.7m (up 34% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Retail Distributors industry.
Board Change • Feb 27No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)First half 2023 results: EPS: AU$0.31 (up from AU$0.23 in 1H 2022). Revenue: AU$119.2m (up 24% from 1H 2022). Net income: AU$12.7m (up 34% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry.
お知らせ • Jan 25+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023The Directors of Supply Network Limited declared a fully franked interim dividend of 20.0 cents per share, with a record date of 23 March 2023, to be paid on 6 April 2023.
Board Change • Jan 14No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Nov 30No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 01Full year 2022 earnings released: EPS: AU$0.49 (vs AU$0.34 in FY 2021)Full year 2022 results: EPS: AU$0.49 (up from AU$0.34 in FY 2021). Revenue: AU$198.5m (up 22% from FY 2021). Net income: AU$20.0m (up 45% from FY 2021). Profit margin: 10% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Retail Distributors industry.
Board Change • Sep 30No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 16Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Australian dividend payers (5.9%). In line with average of industry peers (2.2%).
Board Change • Mar 16No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 37% share price gain to AU$10.85, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 20x in the Retail Distributors industry in Australia.
Board Change • Dec 22No independent 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. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Nov 11Insufficient 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. 3 highly experienced directors. Non-Executive Chairman Greg Forsyth was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.