Ampol Limited

ASX:ALD 주식 리포트

시가총액: AU$8.1b

Ampol 향후 성장

Future 기준 점검 2/6

Ampol (는) 각각 연간 16.9% 및 2.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.5% 로 예상됩니다.

핵심 정보

16.9%

이익 성장률

19.42%

EPS 성장률

Oil and Gas 이익 성장12.2%
매출 성장률2.4%
향후 자기자본이익률15.53%
애널리스트 커버리지

Good

마지막 업데이트28 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 13

ALD: Future Returns Will Rely On Dividend Timing And Steady Earnings Expectations

Analysts have nudged their price target for Ampol slightly higher to A$36.46 from A$36.26, reflecting updated assumptions around discount rates, modest revenue growth, future profit margins and price-to-earnings (P/E) expectations. What's in the News Ampol declared an ordinary fully franked dividend of A$0.60 per share for the six months ended December 31, 2025, giving income focused investors clear visibility on the upcoming payout schedule (Key Developments).
내러티브 업데이트 • Apr 24

ALD: Future Returns Will Rely On Upcoming Dividend And Steady Earnings Expectations

Ampol's analyst price target has shifted from A$34.64 to A$36.26, with analysts pointing to updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple as the key drivers of this change. What's in the News Ampol declared an ordinary fully franked dividend of A$0.60 per share for the six months ended December 31, 2025, giving investors clarity on upcoming cash distributions (Key Developments).
내러티브 업데이트 • Apr 08

ALD: Future Returns Will Be Supported By Upcoming Dividend And Stable Earnings Outlook

Ampol’s analyst price target has shifted from A$33.72 to A$34.64, with analysts citing small changes in the discount rate, revenue growth, profit margin and future P/E assumptions as the basis for the revised valuation. What's in the News Ampol declared an ordinary fully franked dividend of A$0.60 per share for the six months ended December 31, 2025.
내러티브 업데이트 • Mar 24

ALD: Future Returns Will Be Supported By Upcoming Dividend And Stable Payout Outlook

Analysts have nudged their Ampol valuation higher, with the fair value estimate moving from A$33.32 to A$33.72 as they factor in updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Ampol declared an ordinary fully franked dividend of A$0.60 per share for the six months ended December 31, 2025, giving investors clarity on the upcoming payout schedule (Key Developments).
내러티브 업데이트 • Mar 10

ALD: Future Returns Will Be Supported By Upcoming Dividend And Stable Margins

Ampol's analyst price target has edged down slightly from A$33.74 to A$33.32 as analysts update their assumptions on growth, margins and future P/E settings while keeping their overall view broadly intact. What's in the News Ampol declared an ordinary fully franked dividend of A$0.60 per share for the six months ended December 31, 2025, giving investors clarity on the latest half year cash return from the company (Key Developments).
내러티브 업데이트 • Feb 20

ALD: Future Earnings Will Be Supported By Stable Margins And Undervalued Shares

Analysts have kept their A$33.74 price target for Ampol unchanged, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions behind the valuation. Valuation Changes Fair Value: unchanged at A$33.74 per share, indicating no shift in the core valuation output.
내러티브 업데이트 • Feb 06

ALD: Future Earnings Will Be Supported By Stable Margins And Undervalued Shares

Analysts have trimmed their price target on Ampol to A$33.74 from A$34.22, reflecting updated assumptions around revenue growth, profit margins and a slightly higher discount rate, along with a modest adjustment to the expected future P/E multiple. Valuation Changes Fair Value Estimate: trimmed from A$34.22 to A$33.74, a small reduction in the assessed upside for the shares.
내러티브 업데이트 • Jan 22

ALD: Earnings Outlook Will Strengthen As Margins Support Undervalued Share Price

Analysts have nudged their Ampol fair value estimate slightly lower, from A$34.29 to A$34.22. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
내러티브 업데이트 • Jan 07

ALD: Fair Value Confidence Will Support Positive Long Term Earnings Outlook

Analysts have maintained their fair value estimate for Ampol at A$34.29, making only minor adjustments to the discount rate, long-term revenue growth, profit margin and future P/E assumptions to reflect updated modelling rather than a change in their overall view. Valuation Changes Fair Value: Kept unchanged at A$34.29 per share, indicating no shift in the central valuation outcome.
내러티브 업데이트 • Dec 14

ALD: Future Earnings Outlook Will Remain Balanced Amid Slight Margin And Growth Assumption Shifts

Analysts have nudged their price target on Ampol slightly higher to approximately A$34.30 from about A$33.90, citing marginally improved profit margin expectations and a modestly lower discount rate, while also tempering long term revenue growth assumptions. Valuation Changes The fair value estimate has risen slightly to around A$34.29 from about A$33.90.
분석 기사 • Dec 03

Investors Aren't Buying Ampol Limited's (ASX:ALD) Revenues

Ampol Limited's ( ASX:ALD ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a strong buy right now...
내러티브 업데이트 • Nov 27

ALD: Future Earnings Outlook To Remain Balanced Amid Minor Model Adjustments

Analysts have raised their fair value estimate for Ampol from $33.50 to $33.90. This change reflects minor model adjustments and refined assumptions regarding discount rate, revenue growth, profit margin, and projected price-to-earnings ratios.
내러티브 업데이트 • Nov 13

ALD: Interim Dividend Set For September Reflects Balanced Payout Approach

Analysts have raised their price target for Ampol from $33.39 to $33.50, reflecting increased optimism about the company's stronger projected revenue growth, even though there is a slight decline in profit margin expectations. What's in the News Ampol's board declared an interim ordinary dividend of 40 cents per share, fully franked, for the first half of 2025 (Key Developments) This dividend represents a payout ratio of 53%, which aligns with Ampol's policy of paying out 50% to 70% of underlying RCOP net profit after tax (Key Developments) The 2025 interim dividend is lower compared to the 60 cents per share paid for the 2024 interim dividend (Key Developments) The record date for the interim dividend is September 1, 2025, with payment scheduled for September 25, 2025; the ex-date is August 29, 2025 (Key Developments) Valuation Changes Consensus Analyst Price Target increased marginally from A$33.39 to A$33.50 Discount Rate decreased from 6.98% to 6.70% Revenue Growth forecast rose significantly from 1.16% to 2.51% Net Profit Margin expectation edged down from 1.95% to 1.86% Future P/E ratio remained stable, changing slightly from 15.09x to 15.12x
분석 기사 • Nov 07

Returns Are Gaining Momentum At Ampol (ASX:ALD)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 • Oct 30

ALD: Recent Acquisitions Will Drive Cost Synergies Despite Integration Risks Ahead

Ampol's analyst price target has been raised from ARS 32.65 to ARS 33.39, with analysts citing improved earnings visibility and cost synergy opportunities following the acquisition of EG Australia as key drivers for the upward revision. Analyst Commentary Recent street research indicates a shift in sentiment among market observers, with the price target for Ampol seeing notable upward revisions.
분석 기사 • Oct 15

Ampol (ASX:ALD) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Aug 20

Ampol's (ASX:ALD) Dividend Will Be A$0.40

Ampol Limited ( ASX:ALD ) has announced that it will pay a dividend of A$0.40 per share on the 25th of September. This...
내러티브 업데이트 • Aug 19

Lytton Refinery Upgrade And EV Expansion Will Meet Future Cleaner Energy Demands

Analysts have raised Ampol’s price target from A$31.05 to A$32.69, reflecting optimism over the accretive EG Australia acquisition, anticipated cost synergies, and the potential for earnings improvement as integration benefits are realized. Analyst Commentary The acquisition of EG Australia provides high earnings visibility.
분석 기사 • Aug 14

Ampol Limited's (ASX:ALD) Low P/S No Reason For Excitement

ASX:ALD 1 Year Share Price vs Fair Value Explore Ampol's Fair Values from the Community and select yours Ampol...
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새로운 내러티브 • Feb 09

Investments In Low-Sulfur Fuels And EV Charging Will Expand Offerings, But Project Risks May Affect Future Margins

Investment in renewable fuels and EV infrastructure aims to drive revenue growth and enhance competitive position in low-carbon transport markets.

이익 및 매출 성장 예측

ASX:ALD - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202835,0056017461,1845
12/31/202734,7405866831,0416
12/31/202634,8058879091,3176
12/31/202531,36682-28795N/A
9/30/202531,647-282551,081N/A
6/30/202531,929-1385391,367N/A
3/31/202533,403-83401,141N/A
12/31/202434,878123141915N/A
9/30/202436,2124143221,054N/A
6/30/202437,5467055021,193N/A
3/31/202437,6486277321,356N/A
12/31/202337,7495499611,518N/A
9/30/202338,6773409631,463N/A
6/30/202339,6051309641,408N/A
3/31/202339,0484297331,159N/A
12/31/202238,492728502909N/A
9/30/202233,626810N/AN/AN/A
6/30/202228,760892264626N/A
3/31/202224,821706287630N/A
12/31/202120,883521310635N/A
9/30/202118,847484N/AN/AN/A
6/30/202116,812447318542N/A
3/31/202116,111-19179405N/A
12/31/202015,409-48541268N/A
9/30/202017,730-442141387N/A
6/30/202020,051-399242506N/A
3/31/202021,179-8403675N/A
12/31/201922,307383564844N/A
9/30/201922,081358N/A786N/A
6/30/201921,854333N/A728N/A
3/31/201921,793447N/A662N/A
12/31/201821,731560N/A597N/A
9/30/201820,290649N/AN/AN/A
6/30/201818,848737N/A778N/A
3/31/201817,567678N/A757N/A
12/31/201716,286619N/A735N/A
9/30/201716,697588N/AN/AN/A
6/30/201717,107556N/A700N/A
3/31/201717,520583N/A814N/A
12/31/201617,933610N/A928N/A
9/30/201618,285537N/A975N/A
6/30/201618,636465N/A1,021N/A
3/31/201619,281493N/A953N/A
12/31/201519,927522N/A885N/A
9/30/201520,563377N/A765N/A
6/30/201521,199232N/A646N/A

애널리스트 향후 성장 전망

수입 대 저축률: ALD 의 연간 예상 수익 증가율(16.9%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: ALD 의 연간 수익(16.9%)이 Australian 시장(12%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: ALD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ALD 의 수익(연간 2.4%)이 Australian 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ALD 의 수익(연간 2.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ALD의 자본 수익률은 3년 후 15.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/28 16:36
종가2026/05/28 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Ampol Limited는 17명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Dale KoendersBarrenjoey Markets Pty Limited
Chris SavageBell Potter
David ErringtonBofA Global Research