Beach Energy Limited

ASX:BPT 주식 리포트

시가총액: AU$1.9b

Beach Energy 향후 성장

Future 기준 점검 3/6

Beach Energy (는) 각각 연간 28.2% 및 1.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.5% 로 예상됩니다.

핵심 정보

28.2%

이익 성장률

31.02%

EPS 성장률

Oil and Gas 이익 성장11.5%
매출 성장률1.1%
향후 자기자본이익률10.54%
애널리스트 커버리지

Good

마지막 업데이트02 Jul 2026

최근 향후 성장 업데이트

분석 기사 Feb 08

Beach Energy Limited (ASX:BPT) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a mediocre week for Beach Energy Limited ( ASX:BPT ) shareholders, with the stock dropping 10% to AU$1.37 in...
분석 기사 Aug 16

Beach Energy Limited (ASX:BPT) Just Reported, And Analysts Assigned A AU$1.58 Price Target

Last week, you might have seen that Beach Energy Limited ( ASX:BPT ) released its annual result to the market. The...

Recent updates

내러티브 업데이트 Jun 24

BPT: Waitsia Spending And Dividend Reset Will Support Future Earnings Multiple

Analysts have trimmed their fair value estimate for Beach Energy from A$1.24 to A$1.19, reflecting updated assumptions for slower revenue growth, a slightly higher profit margin, and a modestly lower future P/E multiple. What's in the News Beach Energy cut its interim dividend by 67%, citing higher capital expenditure as it directs more spending to the Waitsia Gas Project, according to recent company announcements.
분석 기사 Jun 17

Beach Energy (ASX:BPT) Shares Could Be 18% Undervalued After Dividend Cut And Waitsia Spend

Beach Energy (ASX:BPT) is back in focus after a sharp 67% cut to its interim dividend. The move is tied to heavy capital spending and the Waitsia Gas Project, alongside shares touching a five-year low. See our latest analysis for Beach Energy. The share price reaction has been harsh, with Beach Energy stock down 17.4% on a 90 day share price return basis and the 1 year total shareholder return falling 19.3%. This signals fading momentum as investors reassess future cash flows and project...
내러티브 업데이트 Jun 08

BPT: Artisan Sale And Royalties Will Support Future Earnings Multiple

Analysts have nudged their price target for Beach Energy slightly higher to A$1.24 from A$1.23, linking the change to updated assumptions around revenue, margins and future P/E expectations. What's in the News Beach Energy agreed to sell a 60% operated interest in the offshore VIC/L35 petroleum production licence in the Otway Basin, including the Artisan gas discovery, to Amplitude Energy and O.G. Otway for A$70 million in cash.
내러티브 업데이트 May 25

BPT: Fair Outlook Will Balance Drilling Progress, Weather Disruptions And Earnings Multiple

Analysts have trimmed their fair value estimate for Beach Energy to A$1.23 from A$1.24 as they factor in a higher discount rate, softer revenue growth assumptions, slightly lower profit margins, and a higher future P/E. These changes result in a modestly lower price target.
내러티브 업데이트 May 02

BPT: Weaker Dividend Payout Will Constrain Future Share Price Upside

Analysts have lifted their fair value estimate for Beach Energy from A$0.65 to A$0.78, citing updated assumptions on revenue trends, higher expected profit margins and a slight adjustment to the forward P/E multiple. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex date of February 26, 2026, a record date of February 27, 2026, and a payment date of March 31, 2026 (Key Developments).
내러티브 업데이트 Apr 16

BPT: Higher Output Guidance And Dividend Policy Will Support Future Upside

Analysts have lifted their price target on Beach Energy from A$2.03 to A$2.16, citing updated expectations for revenue, profit margin and future P/E assumptions. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex date of February 26, 2026, a record date of February 27, 2026, and a payment date of March 31, 2026 (Key Developments).
내러티브 업데이트 Apr 01

BPT: Fair Outlook Will Balance Dividend Cut, Production Guidance And Earnings Multiple

Analysts have nudged their fair value estimate for Beach Energy higher from A$1.20 to A$1.24, reflecting updated assumptions around future revenue growth, profit margins and the stock's forward P/E profile. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended 31 December 2025, with an ex date of 26 February 2026, a record date of 27 February 2026, and a payment date of 31 March 2026 (Key Developments).
내러티브 업데이트 Mar 18

BPT: Fair Outlook Will Balance Dividend, Production Guidance And Market Multiple

Analysts have nudged their fair value estimate for Beach Energy to A$1.20 from A$1.18, reflecting updated assumptions around modestly positive revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. What's in the News Declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex-date on February 26, 2026, a record date on February 27, 2026, and a payment date on March 31, 2026 (company announcement).
내러티브 업데이트 Mar 04

BPT: Lower Dividend And Modest Margin Lift Will Limit Future Upside

Analysts have kept their A$ fair value estimate for Beach Energy steady, with only small tweaks to revenue growth, profit margin and future P/E assumptions contributing to the updated price target and supporting narrative. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended 31 December 2025, with an ex date of 26 February 2026, record date of 27 February 2026, and payment date of 31 March 2026 (company announcement).
내러티브 업데이트 Feb 18

BPT: Weaker Margins And Lower Future P/E Will Pressure Earnings

Analysts have trimmed their fair value estimate for Beach Energy from A$0.76 to A$0.65, citing slightly higher discount rate assumptions, a modestly weaker profit margin outlook and a lower future P/E multiple. What's in the News Beach Energy declared a fully franked cash dividend of A$0.01 per share for the six months ended December 31, 2025, with an ex date of February 26, 2026, record date of February 27, 2026, and payment date of March 31, 2026 (Key Developments).
내러티브 업데이트 Feb 04

BPT: Fair Outlook Will Balance Softer Margins With Supportive Market Multiple

Analysts have trimmed their fair value estimate for Beach Energy from A$1.19 to about A$1.18, tying the change to updated expectations for revenue growth, profit margins and a slightly higher future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$1.19 to about A$1.18 per share, reflecting updated model inputs.
내러티브 업데이트 Jan 21

BPT: Western Flank Production Declines Will Likely Pressure Future Earnings

Analysts have slightly reduced their fair value estimate for Beach Energy from A$0.77 to A$0.76, reflecting updated assumptions around revenue, margins and the forward P/E multiple. Valuation Changes Fair value estimate has been reduced slightly from A$0.77 to A$0.76 per share.
내러티브 업데이트 Jan 06

BPT: Refreshed Buy Rating Will Support Confidence Despite Softer Production Trends

Analysts have nudged their price target for Beach Energy slightly higher, with a fresh A$1.30 target helping to lift the modelled fair value from about A$1.19 to A$1.20. This reflects updated assumptions on revenue, margins and future P/E, as well as recent positive Street research.
분석 기사 Dec 23

Little Excitement Around Beach Energy Limited's (ASX:BPT) Revenues

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a strong buy right...
내러티브 업데이트 Dec 17

BPT: Western Flank Production Declines Will Likely Pressure Future Earnings

Analysts have raised their price target on Beach Energy to A$1.30 from A$0.95, citing improved revenue growth expectations and a more attractive forward earnings multiple, despite slightly lower forecast margins and fair value. Analyst Commentary While the latest upgrade underscores improving sentiment toward Beach Energy, bearish analysts remain cautious, highlighting a number of risks that could limit upside to the new price target.
내러티브 업데이트 Dec 02

BPT: Upgraded Buy Rating Will Support Confidence Despite Production Declines

Analysts have marginally lowered their fair value estimate for Beach Energy from A$1.21 to A$1.20 per share, citing modest adjustments to profit margin and revenue growth projections. They also highlighted a recent upgrade to Buy based on improved outlook.
분석 기사 Nov 26

Is Beach Energy (ASX:BPT) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
내러티브 업데이트 Nov 18

BPT: Upgraded Rating May Offset Risks From Slowing Production Trends

Analysts have slightly increased their price target for Beach Energy, raising it from A$1.21 to A$1.30 per share. They cited an improved outlook and recent positive research updates as reasons for the revision.
내러티브 업데이트 Nov 02

BPT: Upgraded Rating And Asset Strength Will Support Stability Amid Production Declines

Beach Energy's analyst price target has been revised slightly lower from A$1.23 to A$1.21. This reflects analysts' updated views on revenue growth and profitability following recent research upgrades.
내러티브 업데이트 Oct 19

Waitsia Gas Project Will Boost Australian LNG Export Potential

Narrative Update on Beach Energy Analysts have adjusted their price target for Beach Energy slightly downward by reducing the fair value estimate from $1.24 to $1.23. They cite modestly lower projected revenue growth and profit margins in their updated models.
내러티브 업데이트 Oct 05

Waitsia Gas Project Will Boost Australian LNG Export Potential

Analysts have slightly lowered their price target for Beach Energy to $1.24 per share. They cite subtle adjustments in revenue growth, profit margin forecasts, and discount rate assumptions as the reasons for this change.
분석 기사 Aug 07

Beach Energy's (ASX:BPT) Upcoming Dividend Will Be Larger Than Last Year's

Beach Energy Limited ( ASX:BPT ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 Jul 23

Beach Energy (ASX:BPT) May Have Issues Allocating Its Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Jun 18

There's No Escaping Beach Energy Limited's (ASX:BPT) Muted Revenues

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right...
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새로운 내러티브 May 02

Moomba CCS And Thylacine West Projects Will Streamline Operations

Successful project completions and initiatives are expected to boost production, reduce emissions, and enhance operational efficiency and future revenue.
분석 기사 Apr 12

Beach Energy (ASX:BPT) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Mar 04

Beach Energy Limited's (ASX:BPT) Revenues Are Not Doing Enough For Some Investors

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right...
분석 기사 Feb 12

Shareholders Will Be Pleased With The Quality of Beach Energy's (ASX:BPT) Earnings

Beach Energy Limited's ( ASX:BPT ) earnings announcement last week was disappointing for investors, despite the decent...
분석 기사 Feb 08

Beach Energy Limited (ASX:BPT) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a mediocre week for Beach Energy Limited ( ASX:BPT ) shareholders, with the stock dropping 10% to AU$1.37 in...
분석 기사 Feb 07

Returns On Capital At Beach Energy (ASX:BPT) Paint A Concerning Picture

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Dec 16

Beach Energy (ASX:BPT) Is Making Moderate Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Sep 24

Beach Energy Limited's (ASX:BPT) Prospects Need A Boost To Lift Shares

With a price-to-sales (or "P/S") ratio of 1.5x Beach Energy Limited ( ASX:BPT ) may be sending very bullish signals at...
분석 기사 Aug 29

Beach Energy (ASX:BPT) Has Announced A Dividend Of A$0.02

The board of Beach Energy Limited ( ASX:BPT ) has announced that it will pay a dividend of A$0.02 per share on the 30th...
분석 기사 Aug 16

Beach Energy Limited (ASX:BPT) Just Reported, And Analysts Assigned A AU$1.58 Price Target

Last week, you might have seen that Beach Energy Limited ( ASX:BPT ) released its annual result to the market. The...
분석 기사 Aug 14

Beach Energy (ASX:BPT) Has Affirmed Its Dividend Of A$0.02

The board of Beach Energy Limited ( ASX:BPT ) has announced that it will pay a dividend on the 30th of September, with...
분석 기사 Jun 06

Beach Energy Limited's (ASX:BPT) Shares Lagging The Industry But So Is The Business

Beach Energy Limited's ( ASX:BPT ) price-to-sales (or "P/S") ratio of 2.1x might make it look like a strong buy right...
분석 기사 Apr 07

Does Beach Energy (ASX:BPT) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jan 09

Investors Continue Waiting On Sidelines For Beach Energy Limited (ASX:BPT)

Beach Energy Limited's ( ASX:BPT ) price-to-earnings (or "P/E") ratio of 9x might make it look like a strong buy right...
분석 기사 Dec 15

Slowing Rates Of Return At Beach Energy (ASX:BPT) Leave Little Room For Excitement

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 Sep 23

Beach Energy (ASX:BPT) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Sep 01

Beach Energy (ASX:BPT) Is Increasing Its Dividend To A$0.02

Beach Energy Limited ( ASX:BPT ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 Aug 18

Beach Energy (ASX:BPT) Is Increasing Its Dividend To A$0.02

Beach Energy Limited ( ASX:BPT ) will increase its dividend from last year's comparable payment on the 3rd of October...
분석 기사 Jul 29

Is There An Opportunity With Beach Energy Limited's (ASX:BPT) 49% Undervaluation?

Key Insights The projected fair value for Beach Energy is AU$3.19 based on 2 Stage Free Cash Flow to Equity Beach...
분석 기사 Jul 11

Be Wary Of Beach Energy (ASX:BPT) And Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 Jun 15

Is Beach Energy (ASX:BPT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Mar 10

We Think Beach Energy (ASX:BPT) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Feb 14

The Returns On Capital At Beach Energy (ASX:BPT) Don't Inspire Confidence

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...

이익 및 매출 성장 예측

ASX:BPT - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20292,0944515671,0783
6/30/20281,9484523558747
6/30/20272,0914973289447
6/30/20261,857308-1176927
12/31/20252,102-116159916N/A
9/30/20252,104-802501,024N/A
6/30/20252,106-443401,133N/A
3/31/20252,013242601,108N/A
12/31/20241,921921801,083N/A
9/30/20241,890-192-70929N/A
6/30/20241,859-475-319774N/A
3/31/20241,830-313-345824N/A
12/31/20231,801-151-372874N/A
9/30/20231,724125-307901N/A
6/30/20231,646401-242929N/A
3/31/20231,724448-109975N/A
12/31/20221,801495241,022N/A
9/30/20221,7864981671,123N/A
6/30/20221,7715013101,223N/A
3/31/20221,7024513051,146N/A
12/31/20211,6334012991,069N/A
9/30/20211,598359192915N/A
6/30/20211,56231786760N/A
3/31/20211,53433340789N/A
12/31/20201,506349-7818N/A
9/30/20201,617424-26846N/A
6/30/20201,728499-46874N/A
3/31/20201,84953664892N/A
12/31/20191,969573175911N/A
9/30/20192,023575N/A974N/A
6/30/20192,078577N/A1,038N/A
3/31/20192,005482N/A1,003N/A
12/31/20181,932386N/A968N/A
9/30/20181,600292N/A815N/A
6/30/20181,267199N/A663N/A
3/31/2018984289N/A501N/A
12/31/2017701380N/A339N/A
9/30/2017677384N/A329N/A
6/30/2017653388N/A319N/A
3/31/2017642251N/A288N/A
12/31/2016631115N/A258N/A
9/30/2016594-237N/A246N/A
6/30/2016558-589N/A233N/A
3/31/2016565-812N/A228N/A
12/31/2015573-1,035N/A223N/A
9/30/2015650-775N/A226N/A

애널리스트 향후 성장 전망

수입 대 저축률: BPT 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.6%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: BPT (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: BPT 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: BPT 의 수익(연간 1.1%)이 Australian 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BPT 의 수익(연간 1.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: BPT의 자본 수익률은 3년 후 10.5%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/04 21:14
종가2026/07/03 00:00
수익2025/12/31
연간 수익2025/06/30

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Beach Energy Limited는 22명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Dale KoendersBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Stuart HoweBell Potter