Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AU$1.71, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Specialty Retail industry in Australia. Total returns to shareholders of 11% over the past three years. 공시 • Feb 11
Beacon Lighting Group Limited to Report First Half, 2026 Results on Feb 19, 2026 Beacon Lighting Group Limited announced that they will report first half, 2026 results on Feb 19, 2026 공시 • Sep 12
Beacon Lighting Group Limited, Annual General Meeting, Oct 14, 2025 Beacon Lighting Group Limited, Annual General Meeting, Oct 14, 2025. Location: baker mckenzie, level 19, 181 william street, melbourne Australia Declared Dividend • Aug 30
Final dividend of AU$0.039 announced Shareholders will receive a dividend of AU$0.039. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 2.3%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 29
Full year 2025 earnings released: EPS: AU$0.13 (vs AU$0.13 in FY 2024) Full year 2025 results: EPS: AU$0.13 (down from AU$0.13 in FY 2024). Revenue: AU$329.4m (up 1.8% from FY 2024). Net income: AU$29.4m (down 2.4% from FY 2024). Profit margin: 8.9% (down from 9.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. 공시 • Jul 24
Beacon Lighting Group Limited to Report Fiscal Year 2025 Results on Aug 28, 2025 Beacon Lighting Group Limited announced that they will report fiscal year 2025 results on Aug 28, 2025 공시 • Jan 15
Beacon Lighting Group Limited to Report First Half, 2025 Results on Feb 20, 2025 Beacon Lighting Group Limited announced that they will report first half, 2025 results on Feb 20, 2025 공시 • Sep 20
Beacon Lighting Group Limited, Annual General Meeting, Oct 22, 2024 Beacon Lighting Group Limited, Annual General Meeting, Oct 22, 2024. Location: at the offices of baker mckenzie, level 19, 181 william street, melbourne Australia Declared Dividend • Aug 24
Final dividend reduced to AU$0.038 Dividend of AU$0.038 is 5.0% lower than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 3.1%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • Aug 24
Beacon Lighting Group Limited Announces Ordinary Fully Paid Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on September 20, 2024 Beacon Lighting Group Limited announced ordinary fully paid fully franked dividend of AUD 0.03800000 per security for the six months ended June 30, 2024, payable on September 20, 2024. Record Date is September 6, 2024. Ex-Date is September 5, 2024. Reported Earnings • Aug 23
Full year 2024 earnings released: EPS: AU$0.13 (vs AU$0.15 in FY 2023) Full year 2024 results: EPS: AU$0.13 (down from AU$0.15 in FY 2023). Revenue: AU$324.8m (up 3.9% from FY 2023). Net income: AU$30.1m (down 11% from FY 2023). Profit margin: 9.3% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. 공시 • Jul 17
Beacon Lighting Group Limited to Report Fiscal Year 2024 Results on Aug 22, 2024 Beacon Lighting Group Limited announced that they will report fiscal year 2024 results on Aug 22, 2024 Upcoming Dividend • Feb 22
Upcoming dividend of AU$0.041 per share Eligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (6.7%). Lower than average of industry peers (4.8%). Reported Earnings • Feb 18
First half 2024 earnings released: EPS: AU$0.08 (vs AU$0.094 in 1H 2023) First half 2024 results: EPS: AU$0.08 (down from AU$0.094 in 1H 2023). Revenue: AU$165.2m (flat on 1H 2023). Net income: AU$18.1m (down 14% from 1H 2023). Profit margin: 11% (down from 13% in 1H 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Declared Dividend • Feb 17
Final dividend reduced to AU$0.041 Dividend of AU$0.041 is 4.7% lower than last year. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 3.0%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 22% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to AU$2.81, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 69% over the past three years. 공시 • Jan 24
Beacon Lighting Group Limited to Report First Half, 2024 Results on Feb 15, 2024 Beacon Lighting Group Limited announced that they will report first half, 2024 results on Feb 15, 2024 공시 • Dec 19
Beacon Lighting Group Limited Announces Appointment of New Directors, Effective 1 January 2024 Beacon Lighting Group Limited announced the appointment of Prue Robinson as an Executive Director and Daniel Palumbo as an independent Non-Executive Director of BLX, effective 1 January 2024. Following a variety of marketing experiences in Sydney, London and Melbourne (including four years in marketing with the Spotlight Group), Prue Robinson joined the Group in 2006 as the Marketing Manager. Prue was promoted to National Marketing Manager in 2007 and then to Marketing Director in 2014. Prue's responsibilities have included developing the marketing, e-commerce and trade loyalty strategies for the Group, including the Beacon Lighting brand identity and market position, and leadership of the in-house team. Effective 1 December 2023, Prue Robinson was promoted to Chief Marketing Officer. Prue is currently a Director of the Large Format Property Fund Group and holds a Bachelor of Business (Management and Marketing). Daniel Palumbo joined Beacon Lighting as an adviser to the Board of Directors in 2022. Prior to joining Beacon Lighting, Daniel had a career with the Reece Group including being a member of the Senior Leadership Team demonstrating capability in improving financial performance, operational excellence, customer growth and leadership. Daniel was the Chief Operations Officer between 2017 and 2021. Daniel is a Director of the Daisys Group and holds a Bachelor of Business (International Trade and Marketing). Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AU$2.34, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.56 per share. 공시 • Sep 19
Beacon Lighting Group Limited, Annual General Meeting, Oct 12, 2023 Beacon Lighting Group Limited, Annual General Meeting, Oct 12, 2023, at 10:01 E. Australia Standard Time. Location: Baker McKenzie, Level 19, 181 William Street Melbourne Melbourne Australia Agenda: To consider the Financial Statements, the Directors' Report and the Auditor's Report for the year ended 25 June 2023; to consider Re-election of Ian Robinson; and to consider Adoption of Remuneration Report. Upcoming Dividend • Aug 31
Upcoming dividend of AU$0.04 per share at 4.6% yield Eligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (5.7%). Reported Earnings • Aug 18
Full year 2023 earnings released: EPS: AU$0.15 (vs AU$0.18 in FY 2022) Full year 2023 results: EPS: AU$0.15 (down from AU$0.18 in FY 2022). Revenue: AU$312.7m (up 2.5% from FY 2022). Net income: AU$33.6m (down 17% from FY 2022). Profit margin: 11% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year. 공시 • Aug 17
Beacon Lighting Group Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 25, 2023, Payable on September 22, 2023 Beacon Lighting Group Limited announced ordinary fully paid dividend of AUD 0.04000000 for the six months ended June 25, 2023, payable on September 22, 2023. Record Date is September 8, 2023. Ex. Date is September 7, 2023. 공시 • Jul 26
Beacon Lighting Group Limited to Report Fiscal Year 2023 Results on Aug 17, 2023 Beacon Lighting Group Limited announced that they will report fiscal year 2023 results on Aug 17, 2023 Upcoming Dividend • Feb 23
Upcoming dividend of AU$0.043 per share at 4.7% yield Eligible shareholders must have bought the stock before 02 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (5.5%). Reported Earnings • Feb 17
First half 2023 earnings released: EPS: AU$0.094 (vs AU$0.10 in 1H 2022) First half 2023 results: EPS: AU$0.094 (down from AU$0.10 in 1H 2022). Revenue: AU$165.1m (up 8.8% from 1H 2022). Net income: AU$21.1m (down 6.6% from 1H 2022). Profit margin: 13% (down from 15% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 21% per year. 공시 • Jan 09
Beacon Lighting Group Limited to Report First Half, 2023 Results on Feb 16, 2023 Beacon Lighting Group Limited announced that they will report first half, 2023 results on Feb 16, 2023 Board Change • Nov 17
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 4 highly experienced directors. Independent Non-Executive Director Neil Osborne was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 01
Upcoming dividend of AU$0.05 per share Eligible shareholders must have bought the stock before 08 September 2022. Payment date: 20 September 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (6.0%). Reported Earnings • Aug 19
Full year 2022 earnings released: EPS: AU$0.18 (vs AU$0.17 in FY 2021) Full year 2022 results: EPS: AU$0.18 (up from AU$0.17 in FY 2021). Revenue: AU$305.1m (up 5.4% from FY 2021). Net income: AU$40.7m (up 8.2% from FY 2021). Profit margin: 13% (in line with FY 2021). Over the next year, revenue is forecast to stay flat compared to a 5.0% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 32% per year. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 4 highly experienced directors. Independent Non-Executive Director Neil Osborne was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Feb 24
Upcoming dividend of AU$0.043 per share Eligible shareholders must have bought the stock before 03 March 2022. Payment date: 11 March 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Australian dividend payers (5.4%). Lower than average of industry peers (4.8%). Reported Earnings • Feb 20
First half 2022 earnings: EPS in line with expectations, revenues disappoint First half 2022 results: EPS: AU$0.10 (up from AU$0.10 in 1H 2021). Revenue: AU$151.7m (flat on 1H 2021). Net income: AU$22.6m (up 1.8% from 1H 2021). Profit margin: 15% (in line with 1H 2021). Revenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 3.1%, compared to a 5.4% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 30% per year. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improved over the past week After last week's 15% share price gain to AU$2.65, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.81 per share. Upcoming Dividend • Sep 02
Upcoming dividend of AU$0.046 per share Eligible shareholders must have bought the stock before 09 September 2021. Payment date: 21 September 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.2%). In line with average of industry peers (4.5%). Valuation Update With 7 Day Price Move • Aug 25
Investor sentiment improved over the past week After last week's 16% share price gain to AU$2.19, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.23 per share. Reported Earnings • Aug 20
Full year 2021 earnings released: EPS AU$0.17 (vs AU$0.10 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$289.5m (up 14% from FY 2020). Net income: AU$37.6m (up 69% from FY 2020). Profit margin: 13% (up from 8.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Feb 25
Upcoming Dividend of AU$0.042 Per Share Will be paid on the 12th of March to those who are registered shareholders by the 4th of March. The trailing yield of 3.7% is below the top quartile of Australian dividend payers (5.2%), and is lower than industry peers (4.2%). Reported Earnings • Feb 19
First half 2021 earnings released: EPS AU$0.10 (vs AU$0.058 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$151.9m (up 23% from 1H 2020). Net income: AU$22.2m (up 75% from 1H 2020). Profit margin: 15% (up from 10% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Feb 19
Revenue beats expectations Revenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 2.0%, compared to a 7.9% growth forecast for the Specialty Retail industry in Australia. Is New 90 Day High Low • Feb 11
New 90-day high: AU$1.85 The company is up 48% from its price of AU$1.25 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 17% over the same period. Is New 90 Day High Low • Jan 21
New 90-day high: AU$1.69 The company is up 13% from its price of AU$1.50 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 7.0% over the same period. Is New 90 Day High Low • Dec 31
New 90-day high: AU$1.67 The company is up 30% from its price of AU$1.29 on 01 October 2020. The Australian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 17% over the same period. Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment improved over the past week After last week's 16% share price gain to AU$1.60, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.7x. This compares to an average P/E of 19x in the Specialty Retail industry in Australia. Total returns to shareholders over the past three years are 17%. Is New 90 Day High Low • Dec 16
New 90-day high: AU$1.60 The company is up 26% from its price of AU$1.27 on 18 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 12% over the same period. Valuation Update With 7 Day Price Move • Nov 14
Market pulls back on stock over the past week After last week's 15% share price decline to AU$1.25, the stock is trading at a trailing P/E ratio of 12.2x, down from the previous P/E ratio of 14.4x. This compares to an average P/E of 18x in the Specialty Retail industry in Australia. Total return to shareholders over the past three years is a loss of 9.7%. 공시 • Aug 07
Beacon Lighting Group Limited Announces That It Will Temporarily Close In-Store Retail Customers Due to Victorian Restrictions of Covid-19 Beacon Lighting Group Limited provides an update on the trading restrictions announced by the Victorian Government and their impact on its businesses. With stage 4 restrictions applying to metropolitan Melbourne, all 28 Beacon Lighting Melbourne metropolitan stores will close temporarily to in-store retail customers from 11.59pm, August 5, 2020 for a period of six weeks. As an integral supplier to the trade and residential construction industry, all Beacon Lighting Melbourne metropolitan stores will remain open to provide in-store services to its trade customers. The Beacon Design Studio Lighting Designers will continue to organise consultations via Zoom. With stage 3 restrictions in effect in regional Victoria, all 4 Victorian regional Beacon Lighting stores remain open and continue to trade as normal while diligently following government guidelines and stringent safety measures. All Beacon Lighting retail customers and trade customers can continue shopping online with home delivery and contact-free Click & Collect service from stores. In addition to retail stores, Beacon Lighting has several other businesses operating in the Melbourne metro region that will be impacted in varying degrees. The Derrimut Distribution Centre will continue to operate to enable stores to fulfill online and commercial orders, but with an elevated COVID-safe plan and changed workforce conditions. Beacon Lighting Commercial will continue to operate from its Mitcham site to service trade and volume residential builders. Masson For Light and Custom Lighting will continue to operate with closed showrooms and virtual services. 공시 • Jul 18
Beacon Lighting Group Limited to Report Fiscal Year 2020 Results on Aug 20, 2020 Beacon Lighting Group Limited announced that they will report fiscal year 2020 results at 9:23 PM, GMT Standard Time on Aug 20, 2020