Monadelphous Group（8MP）株式概要エンジニアリング・グループのモナデルファス・グループ・リミテッドは、オーストラリア、中国、モンゴル、パプアニューギニア、中国、フィリピン、そして国際的な資源、エネルギー、インフラ部門への建設、メンテナンス、産業サービスの提供に従事している。 詳細8MP ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績5/6財務の健全性5/6配当金4/6報酬収益は年間5.7%増加すると予測されています 過去1年間で収益は42.1%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見る8MP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€18.8019.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue AU$3.2bEarnings AU$131.3mAdvancedSet Fair ValueView all narrativesMonadelphous Group Limited 競合他社BAUERSymbol: HMSE:B5A0Market cap: €258.2mHOCHTIEFSymbol: XTRA:HOTMarket cap: €36.2bPFISTERER HoldingSymbol: XTRA:PFSEMarket cap: €1.8bKSB SE KGaASymbol: XTRA:KSBMarket cap: €1.6b価格と性能株価の高値、安値、推移の概要Monadelphous Group過去の株価現在の株価AU$18.8052週高値AU$19.6052週安値AU$9.35ベータ0.531ヶ月の変化7.43%3ヶ月変化-3.59%1年変化94.82%3年間の変化154.05%5年間の変化203.23%IPOからの変化31.06%最新ニュースBoard Change • May 20Insufficient 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. 3 highly experienced directors. MD & Director Zoran Bebic was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on March 27, 2026Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.49000000 per security for the Six Months Ended December 31, 2025. Payment Date: March 27, 2026. Ex Date: March 5, 2026. Record Date: March 6, 2026.お知らせ • Dec 07+ 1 more updateMonadelphous Group Limited to Report First Half, 2026 Results on Feb 24, 2026Monadelphous Group Limited announced that they will report first half, 2026 results on Feb 24, 2026お知らせ • Oct 30Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd.Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd on October 30, 2025. The purchase consideration will comprise an issue of Monadelphous shares to the value of AUD 15 million, in addition to a cash payment equivalent to the net cash of the business.お知らせ • Sep 30Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025.お知らせ • Aug 21Monadelphous Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ending June 30, 2025, Payable on September 25, 2025Monadelphous Group Limited announced Ordinary Fully Paid dividend of AUD 0.39000000 for the period of six months ending June 30, 2025. Record date: September 4, 2025. Ex date: September 3, 2025. Payment on September 25, 2025.最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient 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. 3 highly experienced directors. MD & Director Zoran Bebic was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on March 27, 2026Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.49000000 per security for the Six Months Ended December 31, 2025. Payment Date: March 27, 2026. Ex Date: March 5, 2026. Record Date: March 6, 2026.お知らせ • Dec 07+ 1 more updateMonadelphous Group Limited to Report First Half, 2026 Results on Feb 24, 2026Monadelphous Group Limited announced that they will report first half, 2026 results on Feb 24, 2026お知らせ • Oct 30Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd.Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd on October 30, 2025. The purchase consideration will comprise an issue of Monadelphous shares to the value of AUD 15 million, in addition to a cash payment equivalent to the net cash of the business.お知らせ • Sep 30Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025.お知らせ • Aug 21Monadelphous Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ending June 30, 2025, Payable on September 25, 2025Monadelphous Group Limited announced Ordinary Fully Paid dividend of AUD 0.39000000 for the period of six months ending June 30, 2025. Record date: September 4, 2025. Ex date: September 3, 2025. Payment on September 25, 2025.お知らせ • Aug 19Monadelphous Group Limited to Report Fiscal Year 2025 Final Results on Oct 20, 2025Monadelphous Group Limited announced that they will report fiscal year 2025 final results at 9:00 AM, E. Australia Standard Time on Oct 20, 2025お知らせ • Apr 29Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million.Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million on April 29, 2025. A cash consideration of AUD 21.5 million will be paid by Monadelphous Group Limited followed by a purchase price adjustment in accordance with the final net working capital position at completion. The expected completion of the transaction is July 31, 2025.お知らせ • Feb 18Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for Six Months Ended 31 December 2024, Payable on March 28, 2025Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for six months ended 31 December 2024, payable on March 28, 2025. Record date is March 7, 2025; Ex Date: March 6, 2025.お知らせ • Jan 24Monadelphous Group Limited Provides Earnings Guidance for the Six Months Ended December 31, 2024Monadelphous Group Limited provided earnings guidance for the six months ended December 31, 2024. For the six months, the company's 's Profit after Tax for the six months ended 31 December 2024 is expected to exceed consensus estimates. Profit after Tax for the period ended 31 December 2024 is currently expected to be in the range of $40 million to $43 million.お知らせ • Dec 10+ 1 more updateMonadelphous Group Limited to Report Q2, 2025 Results on Feb 18, 2025Monadelphous Group Limited announced that they will report Q2, 2025 results on Feb 18, 2025Declared Dividend • Aug 22Final dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 5th September 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 26% over the next 3 years, which should maintain adequate earnings cover for the dividend.お知らせ • Aug 22Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on September 27, 2024Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for the six months ended June 30, 2024. Record date is September 6, 2024, ex-date is September 5, 2024 and payable date is September 27, 2024.Reported Earnings • Aug 20Full year 2024 earnings released: EPS: AU$0.64 (vs AU$0.56 in FY 2023)Full year 2024 results: EPS: AU$0.64 (up from AU$0.56 in FY 2023). Revenue: AU$2.02b (up 17% from FY 2023). Net income: AU$62.2m (up 16% from FY 2023). Profit margin: 3.1% (in line with FY 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe. 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 4% per year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €6.35, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Construction industry in Europe. Negligible returns to shareholders over past three years.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 28 March 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.1%).Declared Dividend • Feb 22First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 6th March 2024 Payment date: 28th March 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.31 (vs AU$0.30 in 1H 2023)First half 2024 results: EPS: AU$0.31 (up from AU$0.30 in 1H 2023). Revenue: AU$1.00b (up 12% from 1H 2023). Net income: AU$30.1m (up 3.2% from 1H 2023). Profit margin: 3.0% (down from 3.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Construction industry in Europe. 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 3% per year.お知らせ • Dec 14+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 19, 2024Monadelphous Group Limited, Annual General Meeting, Nov 19, 2024.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.25 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).お知らせ • Aug 22+ 1 more updateMonadelphous Group Limited to Report Fiscal Year 2023 Final Results on Oct 16, 2023Monadelphous Group Limited announced that they will report fiscal year 2023 final results on Oct 16, 2023Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.56 (vs AU$0.55 in FY 2022)Full year 2023 results: EPS: AU$0.56 (up from AU$0.55 in FY 2022). Revenue: AU$1.73b (down 4.7% from FY 2022). Net income: AU$53.5m (up 2.5% from FY 2022). Profit margin: 3.1% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million.Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million on May 17, 2023. Monadelphous will make an initial cash payment of AUD 22 million followed by a purchase price adjustment in accordance with the final net working capital position at completion. The acquisition of BMC is a key enabler to Monadelphous’ strategic efforts in developing its presence in the east coast-based energy generation, transmission and storage market, supporting Australia’s transition to clean energy. BMC’s geographical location further strengthens Monadelphous’ position as a maintenance services provider to the growing offshore oil and gas decommissioning sector on the east coast of Australia. The transaction is subject to the satisfaction of a number of conditions precedent usual in transactions of this nature. The transaction is expected to close by the end of this financial year.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.24 per share at 4.1% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio and cash payout ratio are on the higher end at 91% and 84% respectively. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.30 (vs AU$0.32 in 1H 2022)First half 2023 results: EPS: AU$0.30 (down from AU$0.32 in 1H 2022). Revenue: AU$896.8m (down 9.9% from 1H 2022). Net income: AU$29.1m (down 3.1% from 1H 2022). Profit margin: 3.2% (up from 3.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 20+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 21, 2023Monadelphous Group Limited, Annual General Meeting, Nov 21, 2023.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto 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.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).Reported Earnings • Aug 28Full year 2022 earnings released: EPS: AU$0.55 (vs AU$0.50 in FY 2021)Full year 2022 results: EPS: AU$0.55 (up from AU$0.50 in FY 2021). Revenue: AU$1.81b (up 3.2% from FY 2021). Net income: AU$52.2m (up 11% from FY 2021). Profit margin: 2.9% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9%, compared to a 2.8% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 21% share price gain to €9.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.99 per share.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto 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 • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto 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.Buying Opportunity • Jun 11Now 20% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be €9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 4.5% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to €8.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Construction industry in Europe. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.70 per share.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.32 (down from AU$0.33 in 1H 2021). Revenue: AU$995.1m (up 18% from 1H 2021). Net income: AU$30.1m (down 4.8% from 1H 2021). Profit margin: 3.0% (down from 3.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.Executive Departure • Nov 29Independent Non-Executive Director Christopher Michelmore has left the companyOn the 23rd of November, Christopher Michelmore's tenure as Independent Non-Executive Director ended after 14.2 years in the role. As of September 2021, Christopher still personally held 50.00k shares (€280k worth at the time). Christopher is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years.Board Change • Oct 13High number of new directorsNon-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021.Recent Insider Transactions • Sep 10Independent Non-Executive Director recently bought €247k worth of stockOn the 9th of September, Dietmar Voss bought around 40k shares on-market at roughly €6.22 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €437k more in shares than they have sold in the last 12 months.Upcoming Dividend • Sep 02Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 01 October 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.1%).Reported Earnings • Aug 24Full year 2021 earnings released: EPS AU$0.50 (vs AU$0.39 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$1.75b (up 18% from FY 2020). Net income: AU$47.1m (up 29% from FY 2020). Profit margin: 2.7% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • May 23Independent Non-Executive Director recently bought €190k worth of stockOn the 19th of May, Dietmar Voss bought around 30k shares on-market at roughly €6.31 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$6.70, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Construction industry in Europe. Total loss to shareholders of 27% over the past three years.Is New 90 Day High Low • Mar 05New 90-day low: €7.05The company is down 19% from its price of €8.75 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.48 per share.Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.33 (vs AU$0.30 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$842.4m (up 8.3% from 1H 2020). Net income: AU$31.6m (up 11% from 1H 2020). Profit margin: 3.7% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 17%, compared to a 6.4% growth forecast for the Construction industry in Germany.Is New 90 Day High Low • Dec 05New 90-day high: €8.75The company is up 33% from its price of €6.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.23 per share.Is New 90 Day High Low • Nov 19New 90-day high: €7.00The company is up 7.0% from its price of €6.55 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.29 per share.株主還元8MPDE ConstructionDE 市場7D6.2%0.03%1.6%1Y94.8%170.9%2.2%株主還元を見る業界別リターン: 8MP過去 1 年間で170.9 % の収益を上げたGerman Construction業界を下回りました。リターン対市場: 8MP過去 1 年間で2.2 % の収益を上げたGerman市場を上回りました。価格変動Is 8MP's price volatile compared to industry and market?8MP volatility8MP Average Weekly Movement5.2%Construction Industry Average Movement5.2%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 8MP 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8MPの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19728,389Zoran Bebicwww.monadelphous.com.auエンジニアリング・グループのモナデルファス・グループ・リミテッドは、オーストラリア、中国、モンゴル、パプアニューギニア、中国、フィリピン、そして国際的な資源、エネルギー、インフラセクターへの建設、メンテナンス、産業サービスの提供に従事している。エンジニアリング・コンストラクション部門、メンテナンス・産業サービス部門を通じて事業を展開している。構造用鋼材、タンク、機械・プロセス機器、配管、解体・修復工事の製作、モジュール化、オフサイトでの事前組立、調達、据付、多部門にわたる建設サービス、プラントの試運転、電気・計装サービス、エンジニアリング、調達、建設サービス、プロセス・非プロセス・メンテナンス・サービス、フロントエンド・スコープ、シャットダウン計画、管理、実行サービスなどを提供している。また、上下水道施設の建設とメンテナンス、送電パイプラインと施設の建設、電力と水道施設の運用とメンテナンス、大型リフトと専門家による輸送、アクセスソリューション、脱水サービス、腐食管理サービス、専門家によるコーティング、レールメンテナンスサービス、断熱材と被覆材サービスも提供している。さらに、ターンキー・ヘビーリフト・サービス、土木・電気サービスも提供している。同社は1972年に設立され、オーストラリアのパースに本社を置いている。もっと見るMonadelphous Group Limited 基礎のまとめMonadelphous Group の収益と売上を時価総額と比較するとどうか。8MP 基礎統計学時価総額€1.89b収益（TTM）€65.15m売上高(TTM)€1.58b29.0xPER（株価収益率1.2xP/Sレシオ8MP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8MP 損益計算書（TTM）収益AU$2.58b売上原価AU$2.38b売上総利益AU$195.99mその他の費用AU$89.90m収益AU$106.09m直近の収益報告Dec 31, 2025次回決算日Aug 25, 2026一株当たり利益（EPS）1.06グロス・マージン7.60%純利益率4.12%有利子負債／自己資本比率0.8%8MP の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.2%現在の配当利回り82%配当性向View Valuation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2026/05/27 08:49終値2026/05/27 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Monadelphous Group Limited 14 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。28 アナリスト機関Megan Kirby-LewisBarrenjoey Markets Pty LimitedJoseph HouseBell PotterShaurya VisenBofA Global Research25 その他のアナリストを表示
Board Change • May 20Insufficient 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. 3 highly experienced directors. MD & Director Zoran Bebic was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on March 27, 2026Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.49000000 per security for the Six Months Ended December 31, 2025. Payment Date: March 27, 2026. Ex Date: March 5, 2026. Record Date: March 6, 2026.
お知らせ • Dec 07+ 1 more updateMonadelphous Group Limited to Report First Half, 2026 Results on Feb 24, 2026Monadelphous Group Limited announced that they will report first half, 2026 results on Feb 24, 2026
お知らせ • Oct 30Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd.Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd on October 30, 2025. The purchase consideration will comprise an issue of Monadelphous shares to the value of AUD 15 million, in addition to a cash payment equivalent to the net cash of the business.
お知らせ • Sep 30Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025.
お知らせ • Aug 21Monadelphous Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ending June 30, 2025, Payable on September 25, 2025Monadelphous Group Limited announced Ordinary Fully Paid dividend of AUD 0.39000000 for the period of six months ending June 30, 2025. Record date: September 4, 2025. Ex date: September 3, 2025. Payment on September 25, 2025.
Board Change • May 20Insufficient 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. 3 highly experienced directors. MD & Director Zoran Bebic was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on March 27, 2026Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.49000000 per security for the Six Months Ended December 31, 2025. Payment Date: March 27, 2026. Ex Date: March 5, 2026. Record Date: March 6, 2026.
お知らせ • Dec 07+ 1 more updateMonadelphous Group Limited to Report First Half, 2026 Results on Feb 24, 2026Monadelphous Group Limited announced that they will report first half, 2026 results on Feb 24, 2026
お知らせ • Oct 30Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd.Monadelphous Group Limited (ASX:MND) agreed to acquire Kerman Contracting Pty Ltd on October 30, 2025. The purchase consideration will comprise an issue of Monadelphous shares to the value of AUD 15 million, in addition to a cash payment equivalent to the net cash of the business.
お知らせ • Sep 30Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025Monadelphous Group Limited, Annual General Meeting, Nov 25, 2025.
お知らせ • Aug 21Monadelphous Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ending June 30, 2025, Payable on September 25, 2025Monadelphous Group Limited announced Ordinary Fully Paid dividend of AUD 0.39000000 for the period of six months ending June 30, 2025. Record date: September 4, 2025. Ex date: September 3, 2025. Payment on September 25, 2025.
お知らせ • Aug 19Monadelphous Group Limited to Report Fiscal Year 2025 Final Results on Oct 20, 2025Monadelphous Group Limited announced that they will report fiscal year 2025 final results at 9:00 AM, E. Australia Standard Time on Oct 20, 2025
お知らせ • Apr 29Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million.Monadelphous Group Limited (ASX:MND) agreed to acquire High Energy Service for AUD 21.5 million on April 29, 2025. A cash consideration of AUD 21.5 million will be paid by Monadelphous Group Limited followed by a purchase price adjustment in accordance with the final net working capital position at completion. The expected completion of the transaction is July 31, 2025.
お知らせ • Feb 18Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for Six Months Ended 31 December 2024, Payable on March 28, 2025Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for six months ended 31 December 2024, payable on March 28, 2025. Record date is March 7, 2025; Ex Date: March 6, 2025.
お知らせ • Jan 24Monadelphous Group Limited Provides Earnings Guidance for the Six Months Ended December 31, 2024Monadelphous Group Limited provided earnings guidance for the six months ended December 31, 2024. For the six months, the company's 's Profit after Tax for the six months ended 31 December 2024 is expected to exceed consensus estimates. Profit after Tax for the period ended 31 December 2024 is currently expected to be in the range of $40 million to $43 million.
お知らせ • Dec 10+ 1 more updateMonadelphous Group Limited to Report Q2, 2025 Results on Feb 18, 2025Monadelphous Group Limited announced that they will report Q2, 2025 results on Feb 18, 2025
Declared Dividend • Aug 22Final dividend of AU$0.33 announcedShareholders will receive a dividend of AU$0.33. Ex-date: 5th September 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 26% over the next 3 years, which should maintain adequate earnings cover for the dividend.
お知らせ • Aug 22Monadelphous Group Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on September 27, 2024Monadelphous Group Limited announced ordinary fully franked dividend of AUD 0.33000000 per security for the six months ended June 30, 2024. Record date is September 6, 2024, ex-date is September 5, 2024 and payable date is September 27, 2024.
Reported Earnings • Aug 20Full year 2024 earnings released: EPS: AU$0.64 (vs AU$0.56 in FY 2023)Full year 2024 results: EPS: AU$0.64 (up from AU$0.56 in FY 2023). Revenue: AU$2.02b (up 17% from FY 2023). Net income: AU$62.2m (up 16% from FY 2023). Profit margin: 3.1% (in line with FY 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe. 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 4% per year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €6.35, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Construction industry in Europe. Negligible returns to shareholders over past three years.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 28 March 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.1%).
Declared Dividend • Feb 22First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 6th March 2024 Payment date: 28th March 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.31 (vs AU$0.30 in 1H 2023)First half 2024 results: EPS: AU$0.31 (up from AU$0.30 in 1H 2023). Revenue: AU$1.00b (up 12% from 1H 2023). Net income: AU$30.1m (up 3.2% from 1H 2023). Profit margin: 3.0% (down from 3.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Construction industry in Europe. 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 3% per year.
お知らせ • Dec 14+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 19, 2024Monadelphous Group Limited, Annual General Meeting, Nov 19, 2024.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.25 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).
お知らせ • Aug 22+ 1 more updateMonadelphous Group Limited to Report Fiscal Year 2023 Final Results on Oct 16, 2023Monadelphous Group Limited announced that they will report fiscal year 2023 final results on Oct 16, 2023
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.56 (vs AU$0.55 in FY 2022)Full year 2023 results: EPS: AU$0.56 (up from AU$0.55 in FY 2022). Revenue: AU$1.73b (down 4.7% from FY 2022). Net income: AU$53.5m (up 2.5% from FY 2022). Profit margin: 3.1% (up from 2.9% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million.Monadelphous Group Limited (ASX:MND) entered into an agreement to acquire BMC Welding & Construction Pty. Ltd. for AUD 22 million on May 17, 2023. Monadelphous will make an initial cash payment of AUD 22 million followed by a purchase price adjustment in accordance with the final net working capital position at completion. The acquisition of BMC is a key enabler to Monadelphous’ strategic efforts in developing its presence in the east coast-based energy generation, transmission and storage market, supporting Australia’s transition to clean energy. BMC’s geographical location further strengthens Monadelphous’ position as a maintenance services provider to the growing offshore oil and gas decommissioning sector on the east coast of Australia. The transaction is subject to the satisfaction of a number of conditions precedent usual in transactions of this nature. The transaction is expected to close by the end of this financial year.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.24 per share at 4.1% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio and cash payout ratio are on the higher end at 91% and 84% respectively. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).
Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.30 (vs AU$0.32 in 1H 2022)First half 2023 results: EPS: AU$0.30 (down from AU$0.32 in 1H 2022). Revenue: AU$896.8m (down 9.9% from 1H 2022). Net income: AU$29.1m (down 3.1% from 1H 2022). Profit margin: 3.2% (up from 3.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 20+ 2 more updatesMonadelphous Group Limited, Annual General Meeting, Nov 21, 2023Monadelphous Group Limited, Annual General Meeting, Nov 21, 2023.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto 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.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 30 September 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).
Reported Earnings • Aug 28Full year 2022 earnings released: EPS: AU$0.55 (vs AU$0.50 in FY 2021)Full year 2022 results: EPS: AU$0.55 (up from AU$0.50 in FY 2021). Revenue: AU$1.81b (up 3.2% from FY 2021). Net income: AU$52.2m (up 11% from FY 2021). Profit margin: 2.9% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9%, compared to a 2.8% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 21% share price gain to €9.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.99 per share.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto 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 • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ric Buratto 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.
Buying Opportunity • Jun 11Now 20% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be €9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 4.5% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to €8.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Construction industry in Europe. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.70 per share.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.32 (down from AU$0.33 in 1H 2021). Revenue: AU$995.1m (up 18% from 1H 2021). Net income: AU$30.1m (down 4.8% from 1H 2021). Profit margin: 3.0% (down from 3.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 14% per year.
Executive Departure • Nov 29Independent Non-Executive Director Christopher Michelmore has left the companyOn the 23rd of November, Christopher Michelmore's tenure as Independent Non-Executive Director ended after 14.2 years in the role. As of September 2021, Christopher still personally held 50.00k shares (€280k worth at the time). Christopher is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years.
Board Change • Oct 13High number of new directorsNon-Executive Director Ric Buratto was the last director to join the board, commencing their role in 2021.
Recent Insider Transactions • Sep 10Independent Non-Executive Director recently bought €247k worth of stockOn the 9th of September, Dietmar Voss bought around 40k shares on-market at roughly €6.22 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €437k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Sep 02Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 01 October 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.1%).
Reported Earnings • Aug 24Full year 2021 earnings released: EPS AU$0.50 (vs AU$0.39 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$1.75b (up 18% from FY 2020). Net income: AU$47.1m (up 29% from FY 2020). Profit margin: 2.7% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • May 23Independent Non-Executive Director recently bought €190k worth of stockOn the 19th of May, Dietmar Voss bought around 30k shares on-market at roughly €6.31 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$6.70, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Construction industry in Europe. Total loss to shareholders of 27% over the past three years.
Is New 90 Day High Low • Mar 05New 90-day low: €7.05The company is down 19% from its price of €8.75 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.48 per share.
Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.33 (vs AU$0.30 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$842.4m (up 8.3% from 1H 2020). Net income: AU$31.6m (up 11% from 1H 2020). Profit margin: 3.7% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 17%, compared to a 6.4% growth forecast for the Construction industry in Germany.
Is New 90 Day High Low • Dec 05New 90-day high: €8.75The company is up 33% from its price of €6.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.23 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €7.00The company is up 7.0% from its price of €6.55 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.29 per share.
