View ValuationMader Group 향후 성장Future 기준 점검 4/6Mader Group (는) 각각 연간 12.5% 및 10.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23% 로 예상됩니다.핵심 정보12.5%이익 성장률11.80%EPS 성장률Commercial Services 이익 성장12.7%매출 성장률10.3%향후 자기자본이익률22.97%애널리스트 커버리지Low마지막 업데이트08 Jun 2026최근 향후 성장 업데이트공시 • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.공시 • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.공시 • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.공시 • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.모든 업데이트 보기Recent updatesBoard Change • May 20No independent 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. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • May 01No independent 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. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.공시 • Feb 10Mader Group Limited to Report First Half, 2026 Results on Feb 24, 2026Mader Group Limited announced that they will report first half, 2026 results on Feb 24, 2026Board Change • Dec 24No independent 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. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Sep 05Mader Group Limited, Annual General Meeting, Oct 31, 2025Mader Group Limited, Annual General Meeting, Oct 31, 2025. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105 AustraliaDeclared Dividend • Aug 28Final dividend increased to AU$0.048Dividend of AU$0.048 is 20% higher than last year. Ex-date: 18th September 2025 Payment date: 3rd October 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 45%.Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.28 (vs AU$0.25 in FY 2024)Full year 2025 results: EPS: AU$0.28 (up from AU$0.25 in FY 2024). Revenue: AU$872.2m (up 13% from FY 2024). Net income: AU$57.1m (up 13% from FY 2024). Profit margin: 6.6% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Commercial Services industry in Australia.Board Change • Aug 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Aug 12Mader Group Limited to Report Fiscal Year 2025 Results on Aug 26, 2025Mader Group Limited announced that they will report fiscal year 2025 results on Aug 26, 2025공시 • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.공시 • Feb 11Mader Group Limited to Report First Half, 2025 Results on Feb 25, 2025Mader Group Limited announced that they will report first half, 2025 results on Feb 25, 2025Board Change • Feb 04No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 24No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 24CEO & Executive Director recently sold AU$575k worth of stockOn the 21st of October, Justin Nuich sold around 100k shares on-market at roughly AU$5.75 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Justin has been a net seller over the last 12 months, reducing personal holdings by AU$505k.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.04 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Aug 26Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$5.29, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 389% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$10.53 per share.공시 • Aug 21+ 1 more updateMader Group Limited Declares Final Fiscal 2024 Fully Franked Dividend, Payable October 4, 2024On 20 August 2024, Mader Group Limited declared a final fiscal 2024 fully franked dividend of 4.0 cents per share, taking total dividends declared in relation to fiscal 2024 to 7.8 cents per share fully franked. This represents an underlying NPAT payout ratio of 31% and an increase in dividend payments by 34% versus PCP. The record date is 20 September 2024, with a payment date of 4 October 2024.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.19 in FY 2023)Full year 2024 results: EPS: AU$0.25 (up from AU$0.19 in FY 2023). Revenue: AU$774.5m (up 27% from FY 2023). Net income: AU$50.4m (up 31% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 16Mader Group Limited, Annual General Meeting, Oct 11, 2024Mader Group Limited, Annual General Meeting, Oct 11, 2024. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105, perth Australia공시 • Aug 06Mader Group Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Mader Group Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 20, 2024Recent Insider Transactions • Jun 23Founder & Executive Chairman recently sold AU$61m worth of stockOn the 19th of June, Luke Mader sold around 10m shares on-market at roughly AU$6.15 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Luke's only on-market trade for the last 12 months.Upcoming Dividend • Mar 13Upcoming dividend of AU$0.038 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.088 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.088 in 1H 2023). Revenue: AU$374.4m (up 34% from 1H 2023). Net income: AU$24.3m (up 38% from 1H 2023). Profit margin: 6.5% (up from 6.3% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 07Mader Group Limited to Report First Half, 2024 Results on Feb 20, 2024Mader Group Limited announced that they will report first half, 2024 results on Feb 20, 2024공시 • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$6.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 637% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$12.00 per share.공시 • Sep 29Mader Group Limited, Annual General Meeting, Nov 23, 2023Mader Group Limited, Annual General Meeting, Nov 23, 2023, at 09:00 W. Australia Standard Time. Location: Hkew Alpha Building 2 George Wiencke Drive Perth Airport Western Australia AustraliaValuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$6.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Commercial Services industry in Australia. Total returns to shareholders of 651% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$11.33 per share.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.034 per share at 0.9% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 04 October 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (2.1%).공시 • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.Buying Opportunity • Jul 28Now 21% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be AU$8.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.공시 • Jul 25Mader Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023Mader Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$5.61, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Commercial Services industry in Australia. Total returns to shareholders of 588% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.86 per share.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$5.09, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Commercial Services industry in Australia. Total returns to shareholders of 578% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$6.04 per share.Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Non-Executive Chairman Jim Walker was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.이익 및 매출 성장 예측CHIA:MAD - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281,234856510456/30/20271,12376468856/30/20261,007663972512/31/2025946624171N/A9/30/2025909594274N/A6/30/2025872574377N/A3/31/2025842553674N/A12/31/2024812523071N/A9/30/2024793512970N/A6/30/2024774502869N/A3/31/2024739482870N/A12/31/2023703452971N/A9/30/2023656421156N/A6/30/202360939-641N/A3/31/202355336-1729N/A12/31/202249733-2918N/A9/30/202245031-1627N/A6/30/202240228-435N/A3/31/202237525032N/A12/31/202134823529N/A9/30/202132621523N/A6/30/202130419516N/A3/31/2021293191021N/A12/31/2020282181426N/A9/30/2020278181023N/A6/30/202027418620N/A3/31/202026216520N/A12/31/201925115419N/A9/30/201924015N/A14N/A6/30/201922915N/A10N/A3/31/201923415N/A5N/A12/31/201823915N/A0N/A9/30/201818411N/A2N/A6/30/20181297N/A5N/A6/30/2017793N/A0N/A6/30/2016N/A4N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MAD 의 연간 예상 수익 증가율(12.5%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: MAD 의 연간 수익(12.5%)이 Australian 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MAD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MAD 의 수익(연간 10.3%)이 Australian 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MAD 의 수익(연간 10.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MAD의 자본 수익률은 3년 후 23%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/21 22:54종가2026/06/19 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mader Group Limited는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aryan NoroziBarrenjoey Markets Pty LimitedHamish MurrayBell PotterJoseph HouseBell Potter4명의 분석가 더 보기
공시 • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.
공시 • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.
공시 • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.
공시 • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.
Board Change • May 20No independent 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. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • May 01No independent 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. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.
공시 • Feb 10Mader Group Limited to Report First Half, 2026 Results on Feb 24, 2026Mader Group Limited announced that they will report first half, 2026 results on Feb 24, 2026
Board Change • Dec 24No independent 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. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Sep 05Mader Group Limited, Annual General Meeting, Oct 31, 2025Mader Group Limited, Annual General Meeting, Oct 31, 2025. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105 Australia
Declared Dividend • Aug 28Final dividend increased to AU$0.048Dividend of AU$0.048 is 20% higher than last year. Ex-date: 18th September 2025 Payment date: 3rd October 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 45%.
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.28 (vs AU$0.25 in FY 2024)Full year 2025 results: EPS: AU$0.28 (up from AU$0.25 in FY 2024). Revenue: AU$872.2m (up 13% from FY 2024). Net income: AU$57.1m (up 13% from FY 2024). Profit margin: 6.6% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Commercial Services industry in Australia.
Board Change • Aug 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Aug 12Mader Group Limited to Report Fiscal Year 2025 Results on Aug 26, 2025Mader Group Limited announced that they will report fiscal year 2025 results on Aug 26, 2025
공시 • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.
공시 • Feb 11Mader Group Limited to Report First Half, 2025 Results on Feb 25, 2025Mader Group Limited announced that they will report first half, 2025 results on Feb 25, 2025
Board Change • Feb 04No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 24CEO & Executive Director recently sold AU$575k worth of stockOn the 21st of October, Justin Nuich sold around 100k shares on-market at roughly AU$5.75 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Justin has been a net seller over the last 12 months, reducing personal holdings by AU$505k.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.04 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$5.29, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 389% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$10.53 per share.
공시 • Aug 21+ 1 more updateMader Group Limited Declares Final Fiscal 2024 Fully Franked Dividend, Payable October 4, 2024On 20 August 2024, Mader Group Limited declared a final fiscal 2024 fully franked dividend of 4.0 cents per share, taking total dividends declared in relation to fiscal 2024 to 7.8 cents per share fully franked. This represents an underlying NPAT payout ratio of 31% and an increase in dividend payments by 34% versus PCP. The record date is 20 September 2024, with a payment date of 4 October 2024.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.19 in FY 2023)Full year 2024 results: EPS: AU$0.25 (up from AU$0.19 in FY 2023). Revenue: AU$774.5m (up 27% from FY 2023). Net income: AU$50.4m (up 31% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 16Mader Group Limited, Annual General Meeting, Oct 11, 2024Mader Group Limited, Annual General Meeting, Oct 11, 2024. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105, perth Australia
공시 • Aug 06Mader Group Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Mader Group Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 20, 2024
Recent Insider Transactions • Jun 23Founder & Executive Chairman recently sold AU$61m worth of stockOn the 19th of June, Luke Mader sold around 10m shares on-market at roughly AU$6.15 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Luke's only on-market trade for the last 12 months.
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.038 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.088 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.088 in 1H 2023). Revenue: AU$374.4m (up 34% from 1H 2023). Net income: AU$24.3m (up 38% from 1H 2023). Profit margin: 6.5% (up from 6.3% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 07Mader Group Limited to Report First Half, 2024 Results on Feb 20, 2024Mader Group Limited announced that they will report first half, 2024 results on Feb 20, 2024
공시 • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$6.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 637% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$12.00 per share.
공시 • Sep 29Mader Group Limited, Annual General Meeting, Nov 23, 2023Mader Group Limited, Annual General Meeting, Nov 23, 2023, at 09:00 W. Australia Standard Time. Location: Hkew Alpha Building 2 George Wiencke Drive Perth Airport Western Australia Australia
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$6.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Commercial Services industry in Australia. Total returns to shareholders of 651% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$11.33 per share.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.034 per share at 0.9% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 04 October 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (2.1%).
공시 • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.
Buying Opportunity • Jul 28Now 21% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be AU$8.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
공시 • Jul 25Mader Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023Mader Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$5.61, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Commercial Services industry in Australia. Total returns to shareholders of 588% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.86 per share.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$5.09, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Commercial Services industry in Australia. Total returns to shareholders of 578% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$6.04 per share.
Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Non-Executive Chairman Jim Walker was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.