View ValuationSGH 将来の成長Future 基準チェック /16SGH利益と収益がそれぞれ年間11.4%と4.5%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18.4% 10.5%なると予測されています。主要情報11.4%収益成長率10.52%EPS成長率Trade Distributors 収益成長13.2%収益成長率4.5%将来の株主資本利益率18.39%アナリストカバレッジGood最終更新日15 May 2025今後の成長に関する最新情報お知らせ • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.すべての更新を表示Recent updatesお知らせ • Mar 11SGH Holdings Reportedly Lines Up as Contender to Acquire Bingo IndustriesBillionaire Kerry Stokes' SGH Holdings (SGH Limited (ASX:SGH)) is believed to be lining up as a serious contender to acquire Bingo Industries (Bingo Industries Limited), as Macquarie Group prepares to test market interest for the troubled waste management business through a sale. DataRoom revealed this month that the waste management company was being put up for sale by MA Moelis for owner Macquarie, as Bingo wrestles with between $800 million and $1,000 million of debt. SGH Holdings, run by Kerry Stoke's son Ryan, is understood to see strong synergies between Bingo and Boral, the country's largest building materials provider, which sits within the overall SGH portfolio. Boral has a commanding market share in commercial construction, while Bingo's core business is handling waste from building sites and providing skip bin services. SGH, which is also bidding for BlueScope steel with Steel Dynamics, brings management expertise spanning both industries. Boral boss and SGH Group director Vik Bansal previously ran listed waste management company Cleanaway. Boral's chief operating officer Matt McKenzie also worked for Mr. Bansal at Cleanaway, where he was general manager of solids waste in NSW. Mr. McKenzie is viewed as a potential successor to Mr. Bansal at Boral when he steps back to focus on boardroom roles. Bingo's current chief executive, Kevin Gluskie, is a former top building materials executive, previously working as Heidelberg's Asia-Pacific executive director. DataRoom understands SGH's interest is at a price far lower than what Bingo owes its lenders. Yet a sale process could prove to be what Macquarie needs to convince lenders to take a haircut on their investment, particularly if offers come in short of what is owed. Sources believe other building materials operators are also keen to take a look at Bingo when an official sale process gets under way. Heidelberg, which recently purchased the Australian building materials portfolio from Maas Group for $1,700 million, is expected to be interested, along with CRH, which owns AdBri, and Saint Gobain. Cleanaway would at least examine the opportunity, having considered an acquisition of Bingo before it listed on the ASX in 2017. Expectations are that the situation plays out in a similar way to Healthscope, for which MA Moelis ran a sale process on behalf of client Brookfield. However, there were no buyers for Healthscope as a whole at a price that would clear debts and the business was placed into receivership. Bingo was purchased by Macquarie Asset Management in a $2,600 million buyout deal in 2021, but has been hammered by excessive debt, a construction market downturn and the departure of founding managing director Daniel Tartak after he was charged with criminal cartel offences.お知らせ • Feb 11SGH Limited Announces Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 09, 2026SGH Limited announced the ordinary dividend of AUD 0.32000000 per share for the six months period ended December 31, 2025, payable on April 09, 2026. Record Date is on March 05, 2026 and Ex Date on March 04, 2026. Is the ordinary dividend/distribution fully franked: Yes.お知らせ • Jan 28SGH Limited to Report First Half, 2026 Results on Feb 11, 2026SGH Limited announced that they will report first half, 2026 results on Feb 11, 2026お知らせ • Jan 19SGH Limited to Report Fiscal Year 2026 Results on Aug 12, 2026SGH Limited announced that they will report fiscal year 2026 results on Aug 12, 2026お知らせ • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.お知らせ • Oct 10SGH Limited, Annual General Meeting, Nov 13, 2025SGH Limited, Annual General Meeting, Nov 13, 2025. Location: at the kimpton margot hotel, 339 pitt street, nsw 2000, sydney Australiaお知らせ • Jun 06SGH Limited to Report Fiscal Year 2025 Results on Aug 12, 2025SGH Limited announced that they will report fiscal year 2025 results on Aug 12, 2025Upcoming Dividend • Mar 03Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 10 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.3%).Board Change • Mar 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. 6 highly experienced directors. Independent Non-Executive Director Mark Johnson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Feb 14First half dividend of AU$0.30 announcedShareholders will receive a dividend of AU$0.30. Ex-date: 10th March 2025 Payment date: 10th April 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (307% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 12First half 2025 earnings released: EPS: AU$1.28 (vs AU$0.52 in 1H 2024)First half 2025 results: EPS: AU$1.28 (up from AU$0.52 in 1H 2024). Revenue: AU$5.61b (up 7.1% from 1H 2024). Net income: AU$518.6m (up 175% from 1H 2024). Profit margin: 9.2% (up from 3.6% in 1H 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Trade Distributors industry in Europe.お知らせ • Nov 14Seven Group Holdings Limited to Report First Half, 2025 Results on Feb 11, 2025Seven Group Holdings Limited announced that they will report first half, 2025 results on Feb 11, 2025Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €27.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Trade Distributors industry in Europe. Total returns to shareholders of 61% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share.お知らせ • Sep 26Seven Group Holdings Limited Announces Changes to Its BoardSeven Group Holdings Limited announced the appointment of Mr. Mark Johnson to its Board as an Independent Non-Executive Director. Mr. Johnson has also been appointed to SGH's Audit & Risk Committee. Mr. Johnson is a highly experienced company director and executive, with broad sector experience across property, retail and consumer goods, resources, industrial products, engineering and construction, technology, and financial and professional services. He possesses extensive technical experience across a range of valuable disciplines, including finance, audit, strategy development and execution, transformation, operational excellence, human resource management, risk management and corporate governance. Mr. Johnson's appointment fills an upcoming vacancy created by the retirement of Mr. Richard Uechtritz, who has decided to retire from the Board with effect from the end of this year's Annual General Meeting ("AGM"), having completed three years since his last re-election. Mr. Uechtritz has been a valuable member of the SGH Board for more than 14 years, since the formation of SGH in 2010. He is a former Chairman of the Remuneration & Nomination Committee and is Chairman of the Independent & Related Party Committee. Mr. Johnson is a Non-Executive Director of Goodman Group, Aurecon Limited, Metcash Limited and Sydney Airport Limited. He is a Councillor at UNSW Sydney, a director of The Smith Family and the Chairman of the Hospitals Contribution Fund of Australia. Mr. Johnson is a trained accountant and spent 30 years at PricewaterhouseCoopers (PwC) where he was CEO from 2008 to 2012 as well as holding positions as Asian Deputy-Chairman and as a member of PwC's global strategy council. He was Chairman and a director of G8 Education Limited and was formerly an independent director of Coca- Cola Amatil Limited, Westfield Corporation Limited and Boral Limited (December 2021 to July 2024). Mr. Johnson holds a Bachelor of Commerce (UNSW) degree and is a Fellow of Chartered Accountants Australia and New Zealand, Certified Practicing Accountant Australia and Fellow of the Australian Institute of Company Directors.Buy Or Sell Opportunity • Aug 15Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €23.20. The fair value is estimated to be €29.15, 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 declined by 30%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$1.26 (vs AU$1.67 in FY 2023)Full year 2024 results: EPS: AU$1.26 (down from AU$1.67 in FY 2023). Revenue: AU$10.5b (up 7.0% from FY 2023). Net income: AU$464.4m (down 23% from FY 2023). Profit margin: 4.4% (down from 6.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Aug 14Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024.Upcoming Dividend • Aug 12Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.2%).Board Change • Jul 18Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Jul 12Seven Group Holdings Limited Declares Final Ordinary Dividend for the Year Ended June 30, 2024, Payable on September 2, 2024Seven Group Holdings has declared a final ordinary dividend of 30 cents per share fully franked. The dividend reflects a 30% increase on the prior comparative period, and results in total dividends payable on ordinary shares for the year ended 30 June 2024 of 53 cents per share. The dividend is declared with an ex-dividend date of 19 August 2024 and will be paid to all shareholders of record as of 20 August 2024 on 2 September 2024.お知らせ • Jul 05Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD).Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024. Under the Merger Offer, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.50 cash (the “Minimum Consideration”). The Merger Offer Consideration will increase by a further AUD 0.10 in cash if SGH Bidder reaches compulsory acquisition by achieving voting power of 90.6% or more. If both of these increases occur, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.70 cash (the “Maximum Consideration”). The aggregate values of the Minimum Consideration and Maximum Consideration are AUD 6.05 and AUD 6.25 per Boral Share. SGH already has sufficient committed funding to make available to SGH Bidder to pay the Maximum Cash Offer Amount (and costs associated with the Offer) from a combination of SGH Group’s existing cash reserves (SGH has allocated cash of AUD 121 million out of its existing cash reserves for the purpose of partially funding the consideration under the Offer); committed and undrawn facilities under the SGH Corporate Loan Facility of AUD 765 million; AUD 240 million undrawn OEM facilities available to fund machines and rental equipment which are otherwise currently funded via the SGH Corporate Loan Facility; AUD 350 million undrawn master script loan agreements with three lenders of which AUD 200 million is currently permitted under the SGH Corporate Loan Facility with over AUD 1 billion of listed securities within the Group available to provide as security. SGH intends to enter into a transaction facility, SGH has received AUD 3 billion of “highly confident” commitments from domestic banks which are party to SGH’s current syndicated facility agreement, based on which it intends to enter into a new unsecured syndicated term loan bridge facility for up to AUD 400 million, to be provided to a related entity of SGH by a group of existing lenders to Corporate Loan Facility. The Board committee of Boral’s independent directors will communicate its recommended response to the SGH Offer in Boral’s Target’s Statement, which is expected to be dispatched to shareholders by March 19, 2024. The Target’s Statement will include an Independent Expert's Report opining on whether the Offer is fair and reasonable to Boral shareholders. At this stage, shareholders are advised to TAKE NO ACTION in response to the SGH Offer. The Offer scheduled to close on April 4, 2024. The Offer is not subject to any minimum acceptance condition. The Offer is only conditional upon the customary condition of no prescribed occurrences in relation to Boral. As of May 15, 2024, offer period extended to May 31, 2024. As of May 31, 2024 the offer period extended to June 28, 2024.Barrenjoey Advisory Pty Limited and Macquarie Securities (Australia) Ltd. acted as financial advisor, Herbert Smith Freehills acted as legal advisor and Boardroom Pty Limited acted as Transfer agent to Seven Group Holdings Limited and Allens acted as legal advisor and UBS Securities Australia Ltd financial advisor to Boral Limited. The fee for professional services paid or payable to Barrenjoey as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Macquarie Capital as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Herbert Smith Freehills as legal adviser to date is approximately AUD 450,000.Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD) on July 4, 2024.Board Change • Jun 19Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Jun 13Seven Group Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024Seven Group Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024Upcoming Dividend • Mar 04Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.6%).お知らせ • Feb 19Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billionSeven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024.Reported Earnings • Feb 15First half 2024 earnings released: EPS: AU$0.52 (vs AU$0.82 in 1H 2023)First half 2024 results: EPS: AU$0.52 (down from AU$0.82 in 1H 2023). Revenue: AU$5.24b (up 12% from 1H 2023). Net income: AU$188.9m (down 37% from 1H 2023). Profit margin: 3.6% (down from 6.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Board Change • Feb 13Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.Board Change • Dec 12Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Dec 08Seven Group Holdings Limited to Report First Half, 2024 Results on Feb 14, 2024Seven Group Holdings Limited announced that they will report first half, 2024 results on Feb 14, 2024お知らせ • Dec 06Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023. Malika Chandrasegaran of Herbert Smith Freehills LLP acted as a legal advisor to Seven Group Holdings Limited. Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on December 5, 2023. The business becomes part of the Power and Flow Division within the Power Technique Business Area.お知らせ • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.Board Change • Sep 27Insufficient 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. 6 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Aug 22Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023.お知らせ • Aug 18Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023.お知らせ • Aug 17Seven Group Holdings Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on October 3, 2023Seven Group Holdings Limited announced a dividend of AUD 0.23000000 for the six months ended June 30, 2023. The ex-date is on September 14, 2023. The record date is on September 15, 2023. The payment date is on October 3, 2023.Recent Insider Transactions • Feb 19Independent Non-Executive Director recently bought €101k worth of stockOn the 16th of February, Rachel Argaman bought around 7k shares on-market at roughly €15.57 per share. This transaction increased Rachel's direct individual holding by 1x 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 €1.9m more in shares than they bought in the last 12 months.Reported Earnings • Feb 16First half 2023 earnings released: EPS: AU$0.82 (vs AU$2.88 in 1H 2022)First half 2023 results: EPS: AU$0.82 (down from AU$2.88 in 1H 2022). Revenue: AU$4.69b (down 5.1% from 1H 2022). Net income: AU$299.7m (down 71% from 1H 2022). Profit margin: 6.4% (down from 21% in 1H 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.Board Change • Feb 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. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 16Seven Group Holdings Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2022, Payable on May 5, 2023Seven Group Holdings Limited announced ordinary dividend of AUD 0.23000000 for the six months ended December 31, 2022. Record Date is April 12, 2023. Ex date is April 11, 2023. Payment Date is May 5, 2023.お知らせ • Dec 02Seven Group Holdings Limited to Report Fiscal Year 2023 Results on Aug 17, 2023Seven Group Holdings Limited announced that they will report fiscal year 2023 results on Aug 17, 2023Board Change • Sep 20Insufficient 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. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.業績と収益の成長予測HMSE:9SG0 - 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6/30/202712,2681,1789191,57576/30/202611,5941,0617981,43996/30/202510,9339544981,291912/31/202410,84979480792N/A9/30/202410,662629106800N/A6/30/202410,475464133808N/A3/31/202410,4054804321,070N/A12/31/202310,3354967311,332N/A9/30/202310,0635516601,263N/A6/30/20239,7926075901,194N/A3/31/20239,271128264934N/A12/31/20228,750-350-62674N/A9/30/20228,87622-96593N/A6/30/20229,001394-130512N/A3/31/20228,29585487564N/A12/31/20217,5891,313304616N/A9/30/20216,404972362619N/A6/30/20215,218631420622N/A3/31/20215,017536414621N/A12/31/20204,817440407619N/A9/30/20204,680277327579N/A6/30/20204,543115247538N/A3/31/20204,478151125449N/A12/31/20194,4131872360N/A9/30/20194,23619489414N/A6/30/20194,060201176468N/A3/31/20194,012244172432N/A12/31/20183,964286168397N/A9/30/20183,709333N/A325N/A6/30/20183,455380N/A253N/A3/31/20183,081294N/A302N/A12/31/20172,707207N/A351N/A9/30/20172,49799N/A323N/A6/30/20172,286-9N/A296N/A12/31/20162,10594N/A170N/A9/30/20162,262126N/A242N/A6/30/20162,419158N/A314N/A3/31/20162,760-138N/A283N/A12/31/20152,493-447N/A251N/A9/30/20152,491-417N/A269N/A6/30/20152,489-386N/A287N/A3/31/20152,614-173N/A273N/A12/31/20142,73940N/A258N/A9/30/20143,019138N/A251N/A6/30/20143,298235N/A245N/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: 9SG0の予測収益成長率 (年間11.4% ) は 貯蓄率 ( 1.1% ) を上回っています。収益対市場: 9SG0の収益 ( 11.4% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 9SG0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: 9SG0の収益 ( 4.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 9SG0の収益 ( 4.5% ) 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: 9SG0の 自己資本利益率 は、3年後には低くなると予測されています ( 18.4 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2025/05/18 15:50終値2025/02/18 00:00収益2024/12/31年間収益2024/06/30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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SGH Limited 9 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。20 アナリスト機関Benjamin BrayshawBarrenjoey Markets Pty Limitednull nullBarrenjoey Markets Pty LimitedBrook Campbell-CrawfordBarrenjoey Markets Pty Limited17 その他のアナリストを表示
お知らせ • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.
お知らせ • Mar 11SGH Holdings Reportedly Lines Up as Contender to Acquire Bingo IndustriesBillionaire Kerry Stokes' SGH Holdings (SGH Limited (ASX:SGH)) is believed to be lining up as a serious contender to acquire Bingo Industries (Bingo Industries Limited), as Macquarie Group prepares to test market interest for the troubled waste management business through a sale. DataRoom revealed this month that the waste management company was being put up for sale by MA Moelis for owner Macquarie, as Bingo wrestles with between $800 million and $1,000 million of debt. SGH Holdings, run by Kerry Stoke's son Ryan, is understood to see strong synergies between Bingo and Boral, the country's largest building materials provider, which sits within the overall SGH portfolio. Boral has a commanding market share in commercial construction, while Bingo's core business is handling waste from building sites and providing skip bin services. SGH, which is also bidding for BlueScope steel with Steel Dynamics, brings management expertise spanning both industries. Boral boss and SGH Group director Vik Bansal previously ran listed waste management company Cleanaway. Boral's chief operating officer Matt McKenzie also worked for Mr. Bansal at Cleanaway, where he was general manager of solids waste in NSW. Mr. McKenzie is viewed as a potential successor to Mr. Bansal at Boral when he steps back to focus on boardroom roles. Bingo's current chief executive, Kevin Gluskie, is a former top building materials executive, previously working as Heidelberg's Asia-Pacific executive director. DataRoom understands SGH's interest is at a price far lower than what Bingo owes its lenders. Yet a sale process could prove to be what Macquarie needs to convince lenders to take a haircut on their investment, particularly if offers come in short of what is owed. Sources believe other building materials operators are also keen to take a look at Bingo when an official sale process gets under way. Heidelberg, which recently purchased the Australian building materials portfolio from Maas Group for $1,700 million, is expected to be interested, along with CRH, which owns AdBri, and Saint Gobain. Cleanaway would at least examine the opportunity, having considered an acquisition of Bingo before it listed on the ASX in 2017. Expectations are that the situation plays out in a similar way to Healthscope, for which MA Moelis ran a sale process on behalf of client Brookfield. However, there were no buyers for Healthscope as a whole at a price that would clear debts and the business was placed into receivership. Bingo was purchased by Macquarie Asset Management in a $2,600 million buyout deal in 2021, but has been hammered by excessive debt, a construction market downturn and the departure of founding managing director Daniel Tartak after he was charged with criminal cartel offences.
お知らせ • Feb 11SGH Limited Announces Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 09, 2026SGH Limited announced the ordinary dividend of AUD 0.32000000 per share for the six months period ended December 31, 2025, payable on April 09, 2026. Record Date is on March 05, 2026 and Ex Date on March 04, 2026. Is the ordinary dividend/distribution fully franked: Yes.
お知らせ • Jan 28SGH Limited to Report First Half, 2026 Results on Feb 11, 2026SGH Limited announced that they will report first half, 2026 results on Feb 11, 2026
お知らせ • Jan 19SGH Limited to Report Fiscal Year 2026 Results on Aug 12, 2026SGH Limited announced that they will report fiscal year 2026 results on Aug 12, 2026
お知らせ • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.
お知らせ • Oct 10SGH Limited, Annual General Meeting, Nov 13, 2025SGH Limited, Annual General Meeting, Nov 13, 2025. Location: at the kimpton margot hotel, 339 pitt street, nsw 2000, sydney Australia
お知らせ • Jun 06SGH Limited to Report Fiscal Year 2025 Results on Aug 12, 2025SGH Limited announced that they will report fiscal year 2025 results on Aug 12, 2025
Upcoming Dividend • Mar 03Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 10 March 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.3%).
Board Change • Mar 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. 6 highly experienced directors. Independent Non-Executive Director Mark Johnson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Feb 14First half dividend of AU$0.30 announcedShareholders will receive a dividend of AU$0.30. Ex-date: 10th March 2025 Payment date: 10th April 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (307% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 12First half 2025 earnings released: EPS: AU$1.28 (vs AU$0.52 in 1H 2024)First half 2025 results: EPS: AU$1.28 (up from AU$0.52 in 1H 2024). Revenue: AU$5.61b (up 7.1% from 1H 2024). Net income: AU$518.6m (up 175% from 1H 2024). Profit margin: 9.2% (up from 3.6% in 1H 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Trade Distributors industry in Europe.
お知らせ • Nov 14Seven Group Holdings Limited to Report First Half, 2025 Results on Feb 11, 2025Seven Group Holdings Limited announced that they will report first half, 2025 results on Feb 11, 2025
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €27.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Trade Distributors industry in Europe. Total returns to shareholders of 61% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share.
お知らせ • Sep 26Seven Group Holdings Limited Announces Changes to Its BoardSeven Group Holdings Limited announced the appointment of Mr. Mark Johnson to its Board as an Independent Non-Executive Director. Mr. Johnson has also been appointed to SGH's Audit & Risk Committee. Mr. Johnson is a highly experienced company director and executive, with broad sector experience across property, retail and consumer goods, resources, industrial products, engineering and construction, technology, and financial and professional services. He possesses extensive technical experience across a range of valuable disciplines, including finance, audit, strategy development and execution, transformation, operational excellence, human resource management, risk management and corporate governance. Mr. Johnson's appointment fills an upcoming vacancy created by the retirement of Mr. Richard Uechtritz, who has decided to retire from the Board with effect from the end of this year's Annual General Meeting ("AGM"), having completed three years since his last re-election. Mr. Uechtritz has been a valuable member of the SGH Board for more than 14 years, since the formation of SGH in 2010. He is a former Chairman of the Remuneration & Nomination Committee and is Chairman of the Independent & Related Party Committee. Mr. Johnson is a Non-Executive Director of Goodman Group, Aurecon Limited, Metcash Limited and Sydney Airport Limited. He is a Councillor at UNSW Sydney, a director of The Smith Family and the Chairman of the Hospitals Contribution Fund of Australia. Mr. Johnson is a trained accountant and spent 30 years at PricewaterhouseCoopers (PwC) where he was CEO from 2008 to 2012 as well as holding positions as Asian Deputy-Chairman and as a member of PwC's global strategy council. He was Chairman and a director of G8 Education Limited and was formerly an independent director of Coca- Cola Amatil Limited, Westfield Corporation Limited and Boral Limited (December 2021 to July 2024). Mr. Johnson holds a Bachelor of Commerce (UNSW) degree and is a Fellow of Chartered Accountants Australia and New Zealand, Certified Practicing Accountant Australia and Fellow of the Australian Institute of Company Directors.
Buy Or Sell Opportunity • Aug 15Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €23.20. The fair value is estimated to be €29.15, 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 declined by 30%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$1.26 (vs AU$1.67 in FY 2023)Full year 2024 results: EPS: AU$1.26 (down from AU$1.67 in FY 2023). Revenue: AU$10.5b (up 7.0% from FY 2023). Net income: AU$464.4m (down 23% from FY 2023). Profit margin: 4.4% (down from 6.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Aug 14Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024.
Upcoming Dividend • Aug 12Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.2%).
Board Change • Jul 18Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Jul 12Seven Group Holdings Limited Declares Final Ordinary Dividend for the Year Ended June 30, 2024, Payable on September 2, 2024Seven Group Holdings has declared a final ordinary dividend of 30 cents per share fully franked. The dividend reflects a 30% increase on the prior comparative period, and results in total dividends payable on ordinary shares for the year ended 30 June 2024 of 53 cents per share. The dividend is declared with an ex-dividend date of 19 August 2024 and will be paid to all shareholders of record as of 20 August 2024 on 2 September 2024.
お知らせ • Jul 05Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD).Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024. Under the Merger Offer, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.50 cash (the “Minimum Consideration”). The Merger Offer Consideration will increase by a further AUD 0.10 in cash if SGH Bidder reaches compulsory acquisition by achieving voting power of 90.6% or more. If both of these increases occur, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.70 cash (the “Maximum Consideration”). The aggregate values of the Minimum Consideration and Maximum Consideration are AUD 6.05 and AUD 6.25 per Boral Share. SGH already has sufficient committed funding to make available to SGH Bidder to pay the Maximum Cash Offer Amount (and costs associated with the Offer) from a combination of SGH Group’s existing cash reserves (SGH has allocated cash of AUD 121 million out of its existing cash reserves for the purpose of partially funding the consideration under the Offer); committed and undrawn facilities under the SGH Corporate Loan Facility of AUD 765 million; AUD 240 million undrawn OEM facilities available to fund machines and rental equipment which are otherwise currently funded via the SGH Corporate Loan Facility; AUD 350 million undrawn master script loan agreements with three lenders of which AUD 200 million is currently permitted under the SGH Corporate Loan Facility with over AUD 1 billion of listed securities within the Group available to provide as security. SGH intends to enter into a transaction facility, SGH has received AUD 3 billion of “highly confident” commitments from domestic banks which are party to SGH’s current syndicated facility agreement, based on which it intends to enter into a new unsecured syndicated term loan bridge facility for up to AUD 400 million, to be provided to a related entity of SGH by a group of existing lenders to Corporate Loan Facility. The Board committee of Boral’s independent directors will communicate its recommended response to the SGH Offer in Boral’s Target’s Statement, which is expected to be dispatched to shareholders by March 19, 2024. The Target’s Statement will include an Independent Expert's Report opining on whether the Offer is fair and reasonable to Boral shareholders. At this stage, shareholders are advised to TAKE NO ACTION in response to the SGH Offer. The Offer scheduled to close on April 4, 2024. The Offer is not subject to any minimum acceptance condition. The Offer is only conditional upon the customary condition of no prescribed occurrences in relation to Boral. As of May 15, 2024, offer period extended to May 31, 2024. As of May 31, 2024 the offer period extended to June 28, 2024.Barrenjoey Advisory Pty Limited and Macquarie Securities (Australia) Ltd. acted as financial advisor, Herbert Smith Freehills acted as legal advisor and Boardroom Pty Limited acted as Transfer agent to Seven Group Holdings Limited and Allens acted as legal advisor and UBS Securities Australia Ltd financial advisor to Boral Limited. The fee for professional services paid or payable to Barrenjoey as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Macquarie Capital as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Herbert Smith Freehills as legal adviser to date is approximately AUD 450,000.Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD) on July 4, 2024.
Board Change • Jun 19Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Jun 13Seven Group Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024Seven Group Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024
Upcoming Dividend • Mar 04Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.6%).
お知らせ • Feb 19Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billionSeven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024.
Reported Earnings • Feb 15First half 2024 earnings released: EPS: AU$0.52 (vs AU$0.82 in 1H 2023)First half 2024 results: EPS: AU$0.52 (down from AU$0.82 in 1H 2023). Revenue: AU$5.24b (up 12% from 1H 2023). Net income: AU$188.9m (down 37% from 1H 2023). Profit margin: 3.6% (down from 6.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Board Change • Feb 13Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.
Board Change • Dec 12Insufficient 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. 1 experienced director. 7 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Dec 08Seven Group Holdings Limited to Report First Half, 2024 Results on Feb 14, 2024Seven Group Holdings Limited announced that they will report first half, 2024 results on Feb 14, 2024
お知らせ • Dec 06Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023. Malika Chandrasegaran of Herbert Smith Freehills LLP acted as a legal advisor to Seven Group Holdings Limited. Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on December 5, 2023. The business becomes part of the Power and Flow Division within the Power Technique Business Area.
お知らせ • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.
Board Change • Sep 27Insufficient 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. 6 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 • Aug 22Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023.
お知らせ • Aug 18Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023.
お知らせ • Aug 17Seven Group Holdings Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on October 3, 2023Seven Group Holdings Limited announced a dividend of AUD 0.23000000 for the six months ended June 30, 2023. The ex-date is on September 14, 2023. The record date is on September 15, 2023. The payment date is on October 3, 2023.
Recent Insider Transactions • Feb 19Independent Non-Executive Director recently bought €101k worth of stockOn the 16th of February, Rachel Argaman bought around 7k shares on-market at roughly €15.57 per share. This transaction increased Rachel's direct individual holding by 1x 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 €1.9m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 16First half 2023 earnings released: EPS: AU$0.82 (vs AU$2.88 in 1H 2022)First half 2023 results: EPS: AU$0.82 (down from AU$2.88 in 1H 2022). Revenue: AU$4.69b (down 5.1% from 1H 2022). Net income: AU$299.7m (down 71% from 1H 2022). Profit margin: 6.4% (down from 21% in 1H 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
Board Change • Feb 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. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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 16Seven Group Holdings Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2022, Payable on May 5, 2023Seven Group Holdings Limited announced ordinary dividend of AUD 0.23000000 for the six months ended December 31, 2022. Record Date is April 12, 2023. Ex date is April 11, 2023. Payment Date is May 5, 2023.
お知らせ • Dec 02Seven Group Holdings Limited to Report Fiscal Year 2023 Results on Aug 17, 2023Seven Group Holdings Limited announced that they will report fiscal year 2023 results on Aug 17, 2023
Board Change • Sep 20Insufficient 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. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.