View ValuationRivco Australia 향후 성장Future 기준 점검 0/6Rivco Australia 의 수익과 수익은 각각 연간 41% 및 30.6% 감소할 것으로 예상됩니다. EPS는 연간 31.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.1% 로 예상됩니다.핵심 정보-30.6%이익 성장률-31.53%EPS 성장률Water Utilities 이익 성장10.1%매출 성장률-41.0%향후 자기자본이익률3.10%애널리스트 커버리지Low마지막 업데이트24 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Mar 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.06 to AU$0.068. Revenue forecast unchanged at AU$19.4m. Net income forecast to shrink 51% next year vs 14% growth forecast for Water Utilities industry in Australia . Consensus price target broadly unchanged at AU$1.70. Share price was steady at AU$1.50 over the past week.Major Estimate Revision • Sep 08Consensus revenue estimates increase by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$38.5m to AU$46.4m. EPS estimate unchanged from AU$0.15 at last update. Water Utilities industry in Australia expected to see average net income growth of 15% next year. Consensus price target of AU$1.73 unchanged from last update. Share price was steady at AU$1.48 over the past week.Major Estimate Revision • Mar 11Consensus revenue estimates increase by 47%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$26.2m to AU$38.5m. EPS estimate increased from AU$0.067 to AU$0.137 per share. Net income forecast to grow 130% next year vs 16% growth forecast for Water Utilities industry in Australia. Consensus price target down from AU$1.76 to AU$1.70. Share price was steady at AU$1.34 over the past week.Major Estimate Revision • Feb 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$28.4m to AU$24.8m. EPS estimate fell from AU$0.065 to AU$0.048 per share. Net income forecast to shrink 24% next year vs 11% growth forecast for Water Utilities industry in Australia . Consensus price target of AU$1.76 unchanged from last update. Share price was steady at AU$1.35 over the past week.분석 기사 • Mar 04Duxton Water Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen NextAs you might know, Duxton Water Limited ( ASX:D2O ) last week released its latest full-year, and things did not turn...모든 업데이트 보기Recent updatesRecent Insider Transactions • Mar 25Non-Executive Director recently sold AU$732k worth of stockOn the 23rd of March, Edouard Peter sold around 505k shares on-market at roughly AU$1.45 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$717k more than they bought in the last 12 months.공시 • Mar 17Rivco Australia Ltd, Annual General Meeting, Apr 17, 2026Rivco Australia Ltd, Annual General Meeting, Apr 17, 2026. Location: gilbert suite, adelaide convention centre, north terrace, adelaide sa 5000, AustraliaMajor Estimate Revision • Mar 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.06 to AU$0.068. Revenue forecast unchanged at AU$19.4m. Net income forecast to shrink 51% next year vs 14% growth forecast for Water Utilities industry in Australia . Consensus price target broadly unchanged at AU$1.70. Share price was steady at AU$1.50 over the past week.Reported Earnings • Mar 02Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: AU$0.14 (up from AU$0.06 in FY 2024). Revenue: AU$52.1m (up 109% from FY 2024). Net income: AU$21.9m (up 135% from FY 2024). Profit margin: 42% (up from 37% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is expected to decline by 50% p.a. on average during the next 2 years, while revenues in the Global Water Utilities industry are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Oct 02Upcoming dividend of AU$0.037 per shareEligible shareholders must have bought the stock before 09 October 2025. Payment date: 31 October 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.6%).분석 기사 • Sep 09Upgrade: Analysts Just Made A Captivating Increase To Their Duxton Water Limited (ASX:D2O) ForecastsCelebrations may be in order for Duxton Water Limited ( ASX:D2O ) shareholders, with the covering analyst delivering a...Major Estimate Revision • Sep 08Consensus revenue estimates increase by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$38.5m to AU$46.4m. EPS estimate unchanged from AU$0.15 at last update. Water Utilities industry in Australia expected to see average net income growth of 15% next year. Consensus price target of AU$1.73 unchanged from last update. Share price was steady at AU$1.48 over the past week.Reported Earnings • Sep 01First half 2025 earnings released: EPS: AU$0.16 (vs AU$0.053 in 1H 2024)First half 2025 results: EPS: AU$0.16 (up from AU$0.053 in 1H 2024). Revenue: AU$43.2m (up 116% from 1H 2024). Net income: AU$24.5m (up 197% from 1H 2024). Profit margin: 57% (up from 41% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 37% p.a. on average during the next 3 years, while revenues in the Global Water Utilities industry are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Aug 31Duxton Water (ASX:D2O) Will Pay A Larger Dividend Than Last Year At A$0.0372Duxton Water Limited's ( ASX:D2O ) periodic dividend will be increasing on the 31st of October to A$0.0372, with...공시 • May 15Australia acquired 30,614.7 megalitres of water entitlements from Duxton Water Limited (ASX:D2O) in a transaction valued at approximately AUD 120 million.Australia entered into a sale agreement to acquire 30,614.7 megalitres of water entitlements from Duxton Water Limited (ASX:D2O) in a transaction valued at approximately AUD 120 million on March 6, 2025. Settlement of this transaction is subject to receipt of the required water authority approvals for the transfers. It is expected that settlement will occur 10 business days after receipt of such approvals. Australia completed the acquisition of 30,614.7 megalitres of water entitlements from Duxton Water Limited (ASX:D2O) on May 15, 2025. The AUD 121 million of the transaction has been settled and the remaining AUD 0.3 million is expected to settle next week.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Brendan Rinaldi 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.공시 • Apr 30Duxton Water Limited, Annual General Meeting, May 30, 2025Duxton Water Limited, Annual General Meeting, May 30, 2025. Location: gilbert suite, adelaide convention centre, north terrace, adelaide sa 5000, AustraliaUpcoming Dividend • Mar 31Upcoming dividend of AU$0.037 per shareEligible shareholders must have bought the stock before 07 April 2025. Payment date: 24 April 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (3.7%).Major Estimate Revision • Mar 11Consensus revenue estimates increase by 47%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$26.2m to AU$38.5m. EPS estimate increased from AU$0.067 to AU$0.137 per share. Net income forecast to grow 130% next year vs 16% growth forecast for Water Utilities industry in Australia. Consensus price target down from AU$1.76 to AU$1.70. Share price was steady at AU$1.34 over the past week.New Risk • Mar 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 123% Cash payout ratio: 203% Earnings are forecast to decline by an average of 11% per year for the foreseeable future.분석 기사 • Mar 03Duxton Water (ASX:D2O) Has Announced That It Will Be Increasing Its Dividend To A$0.0371The board of Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its dividend by 3.1% on the 24th...Declared Dividend • Mar 01Final dividend increased to AU$0.037Dividend of AU$0.037 is 3.1% higher than last year. Ex-date: 7th April 2025 Payment date: 24th April 2025 Dividend yield will be 5.6%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (3% earnings payout ratio) but not covered by cash flows (203% cash payout ratio). The dividend has increased by an average of 18% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 24% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: AU$0.06 (up from AU$0.048 in FY 2023). Revenue: AU$25.0m (up 19% from FY 2023). Net income: AU$9.33m (up 47% from FY 2023). Profit margin: 37% (up from 30% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Global Water Utilities industry. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$28.4m to AU$24.8m. EPS estimate fell from AU$0.065 to AU$0.048 per share. Net income forecast to shrink 24% next year vs 11% growth forecast for Water Utilities industry in Australia . Consensus price target of AU$1.76 unchanged from last update. Share price was steady at AU$1.35 over the past week.Upcoming Dividend • Oct 03Upcoming dividend of AU$0.037 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 25 October 2024. Payout ratio is on the higher end at 94% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (5.9%). Higher than average of industry peers (3.4%).분석 기사 • Sep 02Duxton Water (ASX:D2O) Has Announced That It Will Be Increasing Its Dividend To A$0.037Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its periodic dividend on the 25th of October...Declared Dividend • Sep 01First half dividend increased to AU$0.037Dividend of AU$0.037 is 5.7% higher than last year. Ex-date: 10th October 2024 Payment date: 25th October 2024 Dividend yield will be 5.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is not covered by earnings (148% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 64% to bring the payout ratio under control. EPS is expected to grow by 5.5% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공시 • Aug 31Duxton Water Limited to Report First Half, 2024 Results on Aug 30, 2024Duxton Water Limited announced that they will report first half, 2024 results on Aug 30, 2024공시 • Aug 30Duxton Water Limited Declares Fully Franked Dividend, Payable on October 25, 2024Duxton Water Limited declared fully franked dividend of 3.7 cents per share, Payable on October 25, 2024. Record Date is October 11, 2024. Franking is fully franked (30% tax rate).Upcoming Dividend • Apr 04Upcoming dividend of AU$0.036 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 26 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.2%). Higher than average of industry peers (3.7%).분석 기사 • Mar 21Duxton Water (ASX:D2O) Is Increasing Its Dividend To A$0.036Duxton Water Limited ( ASX:D2O ) will increase its dividend on the 26th of April to A$0.036, which is 5.9% higher than...공시 • Mar 21Duxton Water Limited, Annual General Meeting, May 29, 2024Duxton Water Limited, Annual General Meeting, May 29, 2024.분석 기사 • Mar 04Duxton Water Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen NextAs you might know, Duxton Water Limited ( ASX:D2O ) last week released its latest full-year, and things did not turn...Declared Dividend • Mar 02Final dividend increased to AU$0.036Dividend of AU$0.036 is 5.9% higher than last year. Ex-date: 11th April 2024 Payment date: 26th April 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (3% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: AU$0.048 (down from AU$0.084 in FY 2022). Revenue: AU$20.9m (up 4.8% from FY 2022). Net income: AU$6.33m (down 37% from FY 2022). Profit margin: 30% (down from 50% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Water Utilities industry. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Oct 16Duxton Water Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on October 27, 2023Duxton Water Limited announced ordinary dividend of AUD 0.03500000 for the six months ended June 30, 2023. Record Date: October 13, 2023. Ex-Date: October 12, 2023. Payment Date: October 27, 2023.Upcoming Dividend • Oct 05Upcoming dividend of AU$0.035 per share at 4.1% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 27 October 2023. Payout ratio is on the higher end at 97% but the company is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (3.8%).분석 기사 • Aug 31Duxton Water (ASX:D2O) Has Announced That It Will Be Increasing Its Dividend To A$0.035The board of Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its dividend by 6.1% on the 27th...Reported Earnings • Aug 26First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.037 in 1H 2022)First half 2023 results: EPS: AU$0.024 (down from AU$0.037 in 1H 2022). Revenue: AU$9.82m (up 42% from 1H 2022). Net income: AU$2.84m (down 36% from 1H 2022). Profit margin: 29% (down from 64% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Aug 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 97% The company is paying a dividend despite having no free cash flows. Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (37% net profit margin). Shareholders have been diluted in the past year (29% increase in shares outstanding).공시 • Aug 25Duxton Water Limited Announces Interim Dividend for Year 2023, Payable on 27 October 2023; Reaffirms Dividend Guidance for the Final 2023 and Interim 2024Duxton Water Limited announced and declare the interim 2023 dividend of 3.5 cents (fully franked) to be paid to shareholders on 27 October 2023. The company reaffirmed dividend guidance for the final 2023 and interim 2024. For the final 2023, the company expected to pay the dividend of 3.6 cents (fully franked). For the interim 2024, the company expected to pay the dividend of 3.7 cents (fully franked).New Risk • Aug 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risk Paying a dividend despite having no free cash flows.공시 • Aug 03Duxton Water Limited has completed a Follow-on Equity Offering in the amount of AUD 44.230806 million.Duxton Water Limited has completed a Follow-on Equity Offering in the amount of AUD 44.230806 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,743,602 Price\Range: AUD 1.5 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,743,602 Price\Range: AUD 1.5 Discount Per Security: AUD 0.075 Transaction Features: Rights OfferingNew Risk • Jul 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.4% increase in shares outstanding).공시 • Jul 04+ 1 more updateDuxton Water Limited (ASX:D2O) entered into an agreement to acquire 4,770 megalitres of water entitlement from Treasury Wine Estates Limited (ASX:TWE) for AUD 39.1 million.Duxton Water Limited (ASX:D2O) entered into an agreement to acquire 4,770 megalitres of water entitlement from Treasury Wine Estates Limited (ASX:TWE) for AUD 39.1 million on July 3, 2023. Additionally, Duxton has also negotiated a long-term leaseback with Treasury Wine for 3,816 megalitres as part of the transaction. Duxton intends to fund this acquisition using proceeds received from capital raising activities with debt funding to be used only if required. The acquisition subject to conditions relating to Ministerial approval for the transfer and a condition in relation to debt financier consents. Assuming satisfaction of these conditions, Duxton expects that settlement of the acquisition will occur during August 2023.Upcoming Dividend • Apr 06Upcoming dividend of AU$0.034 per share at 3.8% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.2%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: AU$0.084 (vs AU$0.071 in FY 2021)Full year 2022 results: EPS: AU$0.084 (up from AU$0.071 in FY 2021). Revenue: AU$20.0m (down 32% from FY 2021). Net income: AU$10.0m (up 17% from FY 2021). Profit margin: 50% (up from 29% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% 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 • Oct 06Upcoming dividend of AU$0.033 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (3.3%).Reported Earnings • Sep 01First half 2022 earnings released: EPS: AU$0.037 (vs AU$0.017 in 1H 2021)First half 2022 results: EPS: AU$0.037 (up from AU$0.017 in 1H 2021). Revenue: AU$6.92m (down 59% from 1H 2021). Net income: AU$4.44m (up 112% from 1H 2021). Profit margin: 64% (up from 13% in 1H 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Sep 01Duxton Water Limited Declares Interim Dividend for 2022, Payable on 28 October 2022 and Provides Dividend Guidance for the Final 2022, Interim 2023, Final 2023 and Interim 2024The Board of Duxton Water Limited formally announced and declared the interim 2022 dividend of 3.3 cents (fully franked) to be paid to shareholders on 28 October 2022.For the final 2022, the company expected to pay the dividend of 3.4 cents (fully franked).For the interim 2023, the company expected to pay the dividend of 3.5 cents (fully franked)For the final 2023, the company expected to pay the dividend of 3.6 cents (fully franked)For the interim 2024, the company expected to pay the dividend of 3.4 cents (fully franked), to be paid in the second half of 2024.공시 • May 02Duxton Water Limited, Annual General Meeting, May 30, 2022Duxton Water Limited, Annual General Meeting, May 30, 2022, at 10:30 AUS Central Standard Time. Location: Jerningham Room, The Lion Hotel, 161 Melbourne St North Adelaide South Australia Australia Agenda: To receive and consider the Financial Report, Directors' Report and Independent Auditor's Report for the financial period ended 31 December 2021; to consider the Remuneration Report; to consider the Election of Director Brendan Rinaldi; to consider the Election of Director Dennis Mutton; and to consider the Approval of 10% Placement Capacity.Upcoming Dividend • Apr 06Upcoming dividend of AU$0.032 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 29 April 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (2.8%).공시 • Apr 04Duxton Water Limited Appoints Brendan Rinaldi as an Independent Non-Executive DirectorThe Directors of Duxton Water Limited announced that Mr. Brendan Rinaldi has been appointed as an Independent Non-Executive Director of the Company effective 1 April 2022. Brendan is a Chartered Accountant with over 17 years of experience in accounting and finance. He commenced his career with PwC before moving to KordaMentha during the GFC. Brendan has spent the last nine years at ANZ, where he has held various leadership roles across risk, commercial lending, agribusiness and health sectors. Originally with an irrigation farming background, Brendan grew up in the Southern Riverina of NSW and still maintains close involvement in his family's operation.Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$1.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% per annum over the last 3 years. Earnings per share has grown by 7.9% per annum over the last 3 years.분석 기사 • Mar 06Duxton Water (ASX:D2O) Is Increasing Its Dividend To AU$0.032The board of Duxton Water Limited ( ASX:D2O ) has announced that the dividend on 29th of April will be increased to...공시 • Mar 04Duxton Water Limited Provides Ordinary Fully Paid Dividend for the Six Months Ended December 31, 2021, Payable on April 29, 2022Duxton Water Limited announced ordinary fully paid dividend of AUD 0.03200000 for the six months ended December 31, 2021. Ex Date is April 13, 2022. Record Date is April 14, 2022. Payment date is April 29, 2022.Reported Earnings • Mar 01Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: AU$0.071 (down from AU$0.073 in FY 2020). Revenue: AU$29.3m (down 26% from FY 2020). Net income: AU$8.54m (down 1.8% from FY 2020). Profit margin: 29% (up from 22% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Feb 15Duxton Water Limited Provides Final Fully Franked Dividend Guidance for the Year 2021Duxton Water Limited provided final fully franked dividend guidance for the year 2021. The company provided guidance of 3.2 cents per share as final 2021 dividend.분석 기사 • Oct 08Duxton Water's (ASX:D2O) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Duxton Water Limited ( ASX:D2O ) has announced that the dividend on 29th of October will be increased to...Upcoming Dividend • Oct 07Upcoming dividend of AU$0.031 per shareEligible shareholders must have bought the stock before 14 October 2021. Payment date: 29 October 2021. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (5.5%). Higher than average of industry peers (2.8%).분석 기사 • Sep 24Duxton Water (ASX:D2O) Is Paying Out A Larger Dividend Than Last YearThe board of Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its dividend by 6.9% on the 29th...Reported Earnings • Sep 05First half 2021 earnings released: EPS AU$0.017 (vs AU$0.036 loss in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$16.7m (down 9.5% from 1H 2020). Net income: AU$2.09m (up AU$6.42m from 1H 2020). Profit margin: 13% (up from net loss in 1H 2020). 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 1% per year, which means it is significantly lagging earnings growth.분석 기사 • Jun 13Estimating The Intrinsic Value Of Duxton Water Limited (ASX:D2O)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Duxton Water Limited...공시 • May 15Duxton Water Limited Provides Interim and Final Fully Franked Dividend Guidance for the Year 2021 and 2022Duxton Water Limited provided interim and final fully franked dividend guidance for the year 2021 and 2022. The company provided guidance of 3.1 cents ($0.031) as the interim 2021 dividend; 3.2 cents ($0.032) as the final 2021 dividend; 3.3 cents ($0.033) as the interim 2022 dividend; and 3.4 cents ($0.034) as the final 2022 dividend.분석 기사 • Apr 29With EPS Growth And More, Duxton Water (ASX:D2O) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Apr 08Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 30 April 2021. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (5.4%). Higher than average of industry peers (3.0%).분석 기사 • Mar 28Should Duxton Water Limited (ASX:D2O) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at Duxton Water Limited ( ASX:D2O ) from a dividend investor's perspective. Owning a...Reported Earnings • Mar 28Full year 2020 earnings released: EPS AU$0.073 (vs AU$0.064 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: AU$39.6m (down 59% from FY 2019). Net income: AU$8.70m (up 17% from FY 2019). Profit margin: 22% (up from 7.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 02Can Duxton Water (ASX:D2O) Continue To Grow Its Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Is New 90 Day High Low • Feb 23New 90-day low: AU$1.35The company is down 2.0% from its price of AU$1.38 on 25 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Water Utilities industry, which is down 4.0% over the same period.분석 기사 • Feb 04Can You Imagine How Duxton Water's (ASX:D2O) Shareholders Feel About The 33% Share Price Increase?By buying an index fund, investors can approximate the average market return. But if you choose individual stocks with...분석 기사 • Jan 14Estimating The Intrinsic Value Of Duxton Water Limited (ASX:D2O)Today we will run through one way of estimating the intrinsic value of Duxton Water Limited ( ASX:D2O ) by projecting...분석 기사 • Dec 24Here's What Duxton Water Limited's (ASX:D2O) Shareholder Ownership Structure Looks LikeA look at the shareholders of Duxton Water Limited ( ASX:D2O ) can tell us which group is most powerful. Insiders often...공시 • Dec 18Duxton Water Limited Announces Board ChangesThe Directors of Duxton Water Limited advised that Vivienne Brand has been appointed as an Independent Non-Executive Director of the company at a meeting of the directors on 25 November 2020. A qualified lawyer with an early career in commercial legal practice who now specialises in corporate law research, governance and ethics, Vivienne Brand has several decades of broad governance experience on a range of not-for-profit boards and management committees, including as a Chair of Governance. The Company announce that Peter Michell will retire as a Non-Executive Director of the Company, effective at the Company 2021 Annual General Meeting.Is New 90 Day High Low • Dec 07New 90-day high: AU$1.40The company is up 9.0% from its price of AU$1.29 on 08 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Water Utilities industry, which is up 1.0% over the same period.분석 기사 • Dec 06How Does Duxton Water Limited (ASX:D2O) Fare As A Dividend Stock?Could Duxton Water Limited ( ASX:D2O ) be an attractive dividend share to own for the long haul? Investors are often...분석 기사 • Nov 21Here’s What’s Happening With Returns At Duxton Water (ASX:D2O)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically...이익 및 매출 성장 예측ASX:RIV - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028179127212/31/2027179126212/31/20261710137212/31/20255222108-12N/A9/30/20255024104-12N/A6/30/20254826101-11N/A3/31/2025371753-9N/A12/31/20242596-7N/A9/30/20242811-6-7N/A6/30/20243112-18-6N/A3/31/2024269-26-7N/A12/31/2023216-34-8N/A9/30/2023227-21-7N/A6/30/2023238-9-6N/A3/31/2023219-12-2N/A12/31/20222010-151N/A9/30/20222010-94N/A6/30/20221911-27N/A3/31/2022241057N/A12/31/2021299138N/A9/30/20213412114N/A6/30/2021381590N/A3/31/202139122-3N/A12/31/2020409-6-5N/A9/30/2020455-242N/A6/30/2020501-429N/A3/31/2020734-5517N/A12/31/2019967-6825N/A9/30/2019918N/A11N/A6/30/2019859N/A-2N/A3/31/2019578N/A-8N/A12/31/2018287N/A-14N/A9/30/2018195N/A-7N/A6/30/2018102N/A0N/A3/31/201872N/A1N/A12/31/201742N/A2N/A12/31/201610N/A1N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RIV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -30.6%).수익 vs 시장: RIV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -30.6%).고성장 수익: RIV 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: RIV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -41%).고성장 매출: RIV 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -41%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: RIV의 자본 수익률은 3년 후 3.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YUtilities 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:49종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Rivco Australia Ltd는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonathan SnapeBell PotterDavid FraserMST Financial Services Pty LimitedJason PalmerTaylor Collison Limited
Major Estimate Revision • Mar 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.06 to AU$0.068. Revenue forecast unchanged at AU$19.4m. Net income forecast to shrink 51% next year vs 14% growth forecast for Water Utilities industry in Australia . Consensus price target broadly unchanged at AU$1.70. Share price was steady at AU$1.50 over the past week.
Major Estimate Revision • Sep 08Consensus revenue estimates increase by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$38.5m to AU$46.4m. EPS estimate unchanged from AU$0.15 at last update. Water Utilities industry in Australia expected to see average net income growth of 15% next year. Consensus price target of AU$1.73 unchanged from last update. Share price was steady at AU$1.48 over the past week.
Major Estimate Revision • Mar 11Consensus revenue estimates increase by 47%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$26.2m to AU$38.5m. EPS estimate increased from AU$0.067 to AU$0.137 per share. Net income forecast to grow 130% next year vs 16% growth forecast for Water Utilities industry in Australia. Consensus price target down from AU$1.76 to AU$1.70. Share price was steady at AU$1.34 over the past week.
Major Estimate Revision • Feb 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$28.4m to AU$24.8m. EPS estimate fell from AU$0.065 to AU$0.048 per share. Net income forecast to shrink 24% next year vs 11% growth forecast for Water Utilities industry in Australia . Consensus price target of AU$1.76 unchanged from last update. Share price was steady at AU$1.35 over the past week.
분석 기사 • Mar 04Duxton Water Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen NextAs you might know, Duxton Water Limited ( ASX:D2O ) last week released its latest full-year, and things did not turn...
Recent Insider Transactions • Mar 25Non-Executive Director recently sold AU$732k worth of stockOn the 23rd of March, Edouard Peter sold around 505k shares on-market at roughly AU$1.45 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$717k more than they bought in the last 12 months.
공시 • Mar 17Rivco Australia Ltd, Annual General Meeting, Apr 17, 2026Rivco Australia Ltd, Annual General Meeting, Apr 17, 2026. Location: gilbert suite, adelaide convention centre, north terrace, adelaide sa 5000, Australia
Major Estimate Revision • Mar 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from AU$0.06 to AU$0.068. Revenue forecast unchanged at AU$19.4m. Net income forecast to shrink 51% next year vs 14% growth forecast for Water Utilities industry in Australia . Consensus price target broadly unchanged at AU$1.70. Share price was steady at AU$1.50 over the past week.
Reported Earnings • Mar 02Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: AU$0.14 (up from AU$0.06 in FY 2024). Revenue: AU$52.1m (up 109% from FY 2024). Net income: AU$21.9m (up 135% from FY 2024). Profit margin: 42% (up from 37% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is expected to decline by 50% p.a. on average during the next 2 years, while revenues in the Global Water Utilities industry are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Oct 02Upcoming dividend of AU$0.037 per shareEligible shareholders must have bought the stock before 09 October 2025. Payment date: 31 October 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.6%).
분석 기사 • Sep 09Upgrade: Analysts Just Made A Captivating Increase To Their Duxton Water Limited (ASX:D2O) ForecastsCelebrations may be in order for Duxton Water Limited ( ASX:D2O ) shareholders, with the covering analyst delivering a...
Major Estimate Revision • Sep 08Consensus revenue estimates increase by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$38.5m to AU$46.4m. EPS estimate unchanged from AU$0.15 at last update. Water Utilities industry in Australia expected to see average net income growth of 15% next year. Consensus price target of AU$1.73 unchanged from last update. Share price was steady at AU$1.48 over the past week.
Reported Earnings • Sep 01First half 2025 earnings released: EPS: AU$0.16 (vs AU$0.053 in 1H 2024)First half 2025 results: EPS: AU$0.16 (up from AU$0.053 in 1H 2024). Revenue: AU$43.2m (up 116% from 1H 2024). Net income: AU$24.5m (up 197% from 1H 2024). Profit margin: 57% (up from 41% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 37% p.a. on average during the next 3 years, while revenues in the Global Water Utilities industry are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 31Duxton Water (ASX:D2O) Will Pay A Larger Dividend Than Last Year At A$0.0372Duxton Water Limited's ( ASX:D2O ) periodic dividend will be increasing on the 31st of October to A$0.0372, with...
공시 • May 15Australia acquired 30,614.7 megalitres of water entitlements from Duxton Water Limited (ASX:D2O) in a transaction valued at approximately AUD 120 million.Australia entered into a sale agreement to acquire 30,614.7 megalitres of water entitlements from Duxton Water Limited (ASX:D2O) in a transaction valued at approximately AUD 120 million on March 6, 2025. Settlement of this transaction is subject to receipt of the required water authority approvals for the transfers. It is expected that settlement will occur 10 business days after receipt of such approvals. Australia completed the acquisition of 30,614.7 megalitres of water entitlements from Duxton Water Limited (ASX:D2O) on May 15, 2025. The AUD 121 million of the transaction has been settled and the remaining AUD 0.3 million is expected to settle next week.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Brendan Rinaldi 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.
공시 • Apr 30Duxton Water Limited, Annual General Meeting, May 30, 2025Duxton Water Limited, Annual General Meeting, May 30, 2025. Location: gilbert suite, adelaide convention centre, north terrace, adelaide sa 5000, Australia
Upcoming Dividend • Mar 31Upcoming dividend of AU$0.037 per shareEligible shareholders must have bought the stock before 07 April 2025. Payment date: 24 April 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (3.7%).
Major Estimate Revision • Mar 11Consensus revenue estimates increase by 47%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$26.2m to AU$38.5m. EPS estimate increased from AU$0.067 to AU$0.137 per share. Net income forecast to grow 130% next year vs 16% growth forecast for Water Utilities industry in Australia. Consensus price target down from AU$1.76 to AU$1.70. Share price was steady at AU$1.34 over the past week.
New Risk • Mar 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 123% Cash payout ratio: 203% Earnings are forecast to decline by an average of 11% per year for the foreseeable future.
분석 기사 • Mar 03Duxton Water (ASX:D2O) Has Announced That It Will Be Increasing Its Dividend To A$0.0371The board of Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its dividend by 3.1% on the 24th...
Declared Dividend • Mar 01Final dividend increased to AU$0.037Dividend of AU$0.037 is 3.1% higher than last year. Ex-date: 7th April 2025 Payment date: 24th April 2025 Dividend yield will be 5.6%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (3% earnings payout ratio) but not covered by cash flows (203% cash payout ratio). The dividend has increased by an average of 18% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 24% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: AU$0.06 (up from AU$0.048 in FY 2023). Revenue: AU$25.0m (up 19% from FY 2023). Net income: AU$9.33m (up 47% from FY 2023). Profit margin: 37% (up from 30% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Global Water Utilities industry. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 19Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$28.4m to AU$24.8m. EPS estimate fell from AU$0.065 to AU$0.048 per share. Net income forecast to shrink 24% next year vs 11% growth forecast for Water Utilities industry in Australia . Consensus price target of AU$1.76 unchanged from last update. Share price was steady at AU$1.35 over the past week.
Upcoming Dividend • Oct 03Upcoming dividend of AU$0.037 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 25 October 2024. Payout ratio is on the higher end at 94% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (5.9%). Higher than average of industry peers (3.4%).
분석 기사 • Sep 02Duxton Water (ASX:D2O) Has Announced That It Will Be Increasing Its Dividend To A$0.037Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its periodic dividend on the 25th of October...
Declared Dividend • Sep 01First half dividend increased to AU$0.037Dividend of AU$0.037 is 5.7% higher than last year. Ex-date: 10th October 2024 Payment date: 25th October 2024 Dividend yield will be 5.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is not covered by earnings (148% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 64% to bring the payout ratio under control. EPS is expected to grow by 5.5% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공시 • Aug 31Duxton Water Limited to Report First Half, 2024 Results on Aug 30, 2024Duxton Water Limited announced that they will report first half, 2024 results on Aug 30, 2024
공시 • Aug 30Duxton Water Limited Declares Fully Franked Dividend, Payable on October 25, 2024Duxton Water Limited declared fully franked dividend of 3.7 cents per share, Payable on October 25, 2024. Record Date is October 11, 2024. Franking is fully franked (30% tax rate).
Upcoming Dividend • Apr 04Upcoming dividend of AU$0.036 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 26 April 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.2%). Higher than average of industry peers (3.7%).
분석 기사 • Mar 21Duxton Water (ASX:D2O) Is Increasing Its Dividend To A$0.036Duxton Water Limited ( ASX:D2O ) will increase its dividend on the 26th of April to A$0.036, which is 5.9% higher than...
공시 • Mar 21Duxton Water Limited, Annual General Meeting, May 29, 2024Duxton Water Limited, Annual General Meeting, May 29, 2024.
분석 기사 • Mar 04Duxton Water Limited Just Missed EPS By 32%: Here's What Analysts Think Will Happen NextAs you might know, Duxton Water Limited ( ASX:D2O ) last week released its latest full-year, and things did not turn...
Declared Dividend • Mar 02Final dividend increased to AU$0.036Dividend of AU$0.036 is 5.9% higher than last year. Ex-date: 11th April 2024 Payment date: 26th April 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (3% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: AU$0.048 (down from AU$0.084 in FY 2022). Revenue: AU$20.9m (up 4.8% from FY 2022). Net income: AU$6.33m (down 37% from FY 2022). Profit margin: 30% (down from 50% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Water Utilities industry. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Oct 16Duxton Water Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on October 27, 2023Duxton Water Limited announced ordinary dividend of AUD 0.03500000 for the six months ended June 30, 2023. Record Date: October 13, 2023. Ex-Date: October 12, 2023. Payment Date: October 27, 2023.
Upcoming Dividend • Oct 05Upcoming dividend of AU$0.035 per share at 4.1% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 27 October 2023. Payout ratio is on the higher end at 97% but the company is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (3.8%).
분석 기사 • Aug 31Duxton Water (ASX:D2O) Has Announced That It Will Be Increasing Its Dividend To A$0.035The board of Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its dividend by 6.1% on the 27th...
Reported Earnings • Aug 26First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.037 in 1H 2022)First half 2023 results: EPS: AU$0.024 (down from AU$0.037 in 1H 2022). Revenue: AU$9.82m (up 42% from 1H 2022). Net income: AU$2.84m (down 36% from 1H 2022). Profit margin: 29% (down from 64% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 97% The company is paying a dividend despite having no free cash flows. Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (37% net profit margin). Shareholders have been diluted in the past year (29% increase in shares outstanding).
공시 • Aug 25Duxton Water Limited Announces Interim Dividend for Year 2023, Payable on 27 October 2023; Reaffirms Dividend Guidance for the Final 2023 and Interim 2024Duxton Water Limited announced and declare the interim 2023 dividend of 3.5 cents (fully franked) to be paid to shareholders on 27 October 2023. The company reaffirmed dividend guidance for the final 2023 and interim 2024. For the final 2023, the company expected to pay the dividend of 3.6 cents (fully franked). For the interim 2024, the company expected to pay the dividend of 3.7 cents (fully franked).
New Risk • Aug 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risk Paying a dividend despite having no free cash flows.
공시 • Aug 03Duxton Water Limited has completed a Follow-on Equity Offering in the amount of AUD 44.230806 million.Duxton Water Limited has completed a Follow-on Equity Offering in the amount of AUD 44.230806 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,743,602 Price\Range: AUD 1.5 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,743,602 Price\Range: AUD 1.5 Discount Per Security: AUD 0.075 Transaction Features: Rights Offering
New Risk • Jul 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.4% increase in shares outstanding).
공시 • Jul 04+ 1 more updateDuxton Water Limited (ASX:D2O) entered into an agreement to acquire 4,770 megalitres of water entitlement from Treasury Wine Estates Limited (ASX:TWE) for AUD 39.1 million.Duxton Water Limited (ASX:D2O) entered into an agreement to acquire 4,770 megalitres of water entitlement from Treasury Wine Estates Limited (ASX:TWE) for AUD 39.1 million on July 3, 2023. Additionally, Duxton has also negotiated a long-term leaseback with Treasury Wine for 3,816 megalitres as part of the transaction. Duxton intends to fund this acquisition using proceeds received from capital raising activities with debt funding to be used only if required. The acquisition subject to conditions relating to Ministerial approval for the transfer and a condition in relation to debt financier consents. Assuming satisfaction of these conditions, Duxton expects that settlement of the acquisition will occur during August 2023.
Upcoming Dividend • Apr 06Upcoming dividend of AU$0.034 per share at 3.8% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.2%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: AU$0.084 (vs AU$0.071 in FY 2021)Full year 2022 results: EPS: AU$0.084 (up from AU$0.071 in FY 2021). Revenue: AU$20.0m (down 32% from FY 2021). Net income: AU$10.0m (up 17% from FY 2021). Profit margin: 50% (up from 29% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% 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 • Oct 06Upcoming dividend of AU$0.033 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (3.3%).
Reported Earnings • Sep 01First half 2022 earnings released: EPS: AU$0.037 (vs AU$0.017 in 1H 2021)First half 2022 results: EPS: AU$0.037 (up from AU$0.017 in 1H 2021). Revenue: AU$6.92m (down 59% from 1H 2021). Net income: AU$4.44m (up 112% from 1H 2021). Profit margin: 64% (up from 13% in 1H 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Sep 01Duxton Water Limited Declares Interim Dividend for 2022, Payable on 28 October 2022 and Provides Dividend Guidance for the Final 2022, Interim 2023, Final 2023 and Interim 2024The Board of Duxton Water Limited formally announced and declared the interim 2022 dividend of 3.3 cents (fully franked) to be paid to shareholders on 28 October 2022.For the final 2022, the company expected to pay the dividend of 3.4 cents (fully franked).For the interim 2023, the company expected to pay the dividend of 3.5 cents (fully franked)For the final 2023, the company expected to pay the dividend of 3.6 cents (fully franked)For the interim 2024, the company expected to pay the dividend of 3.4 cents (fully franked), to be paid in the second half of 2024.
공시 • May 02Duxton Water Limited, Annual General Meeting, May 30, 2022Duxton Water Limited, Annual General Meeting, May 30, 2022, at 10:30 AUS Central Standard Time. Location: Jerningham Room, The Lion Hotel, 161 Melbourne St North Adelaide South Australia Australia Agenda: To receive and consider the Financial Report, Directors' Report and Independent Auditor's Report for the financial period ended 31 December 2021; to consider the Remuneration Report; to consider the Election of Director Brendan Rinaldi; to consider the Election of Director Dennis Mutton; and to consider the Approval of 10% Placement Capacity.
Upcoming Dividend • Apr 06Upcoming dividend of AU$0.032 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 29 April 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (2.8%).
공시 • Apr 04Duxton Water Limited Appoints Brendan Rinaldi as an Independent Non-Executive DirectorThe Directors of Duxton Water Limited announced that Mr. Brendan Rinaldi has been appointed as an Independent Non-Executive Director of the Company effective 1 April 2022. Brendan is a Chartered Accountant with over 17 years of experience in accounting and finance. He commenced his career with PwC before moving to KordaMentha during the GFC. Brendan has spent the last nine years at ANZ, where he has held various leadership roles across risk, commercial lending, agribusiness and health sectors. Originally with an irrigation farming background, Brendan grew up in the Southern Riverina of NSW and still maintains close involvement in his family's operation.
Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$1.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% per annum over the last 3 years. Earnings per share has grown by 7.9% per annum over the last 3 years.
분석 기사 • Mar 06Duxton Water (ASX:D2O) Is Increasing Its Dividend To AU$0.032The board of Duxton Water Limited ( ASX:D2O ) has announced that the dividend on 29th of April will be increased to...
공시 • Mar 04Duxton Water Limited Provides Ordinary Fully Paid Dividend for the Six Months Ended December 31, 2021, Payable on April 29, 2022Duxton Water Limited announced ordinary fully paid dividend of AUD 0.03200000 for the six months ended December 31, 2021. Ex Date is April 13, 2022. Record Date is April 14, 2022. Payment date is April 29, 2022.
Reported Earnings • Mar 01Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: AU$0.071 (down from AU$0.073 in FY 2020). Revenue: AU$29.3m (down 26% from FY 2020). Net income: AU$8.54m (down 1.8% from FY 2020). Profit margin: 29% (up from 22% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Feb 15Duxton Water Limited Provides Final Fully Franked Dividend Guidance for the Year 2021Duxton Water Limited provided final fully franked dividend guidance for the year 2021. The company provided guidance of 3.2 cents per share as final 2021 dividend.
분석 기사 • Oct 08Duxton Water's (ASX:D2O) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Duxton Water Limited ( ASX:D2O ) has announced that the dividend on 29th of October will be increased to...
Upcoming Dividend • Oct 07Upcoming dividend of AU$0.031 per shareEligible shareholders must have bought the stock before 14 October 2021. Payment date: 29 October 2021. Trailing yield: 4.2%. Lower than top quartile of Australian dividend payers (5.5%). Higher than average of industry peers (2.8%).
분석 기사 • Sep 24Duxton Water (ASX:D2O) Is Paying Out A Larger Dividend Than Last YearThe board of Duxton Water Limited ( ASX:D2O ) has announced that it will be increasing its dividend by 6.9% on the 29th...
Reported Earnings • Sep 05First half 2021 earnings released: EPS AU$0.017 (vs AU$0.036 loss in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$16.7m (down 9.5% from 1H 2020). Net income: AU$2.09m (up AU$6.42m from 1H 2020). Profit margin: 13% (up from net loss in 1H 2020). 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 1% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jun 13Estimating The Intrinsic Value Of Duxton Water Limited (ASX:D2O)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Duxton Water Limited...
공시 • May 15Duxton Water Limited Provides Interim and Final Fully Franked Dividend Guidance for the Year 2021 and 2022Duxton Water Limited provided interim and final fully franked dividend guidance for the year 2021 and 2022. The company provided guidance of 3.1 cents ($0.031) as the interim 2021 dividend; 3.2 cents ($0.032) as the final 2021 dividend; 3.3 cents ($0.033) as the interim 2022 dividend; and 3.4 cents ($0.034) as the final 2022 dividend.
분석 기사 • Apr 29With EPS Growth And More, Duxton Water (ASX:D2O) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Apr 08Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 30 April 2021. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (5.4%). Higher than average of industry peers (3.0%).
분석 기사 • Mar 28Should Duxton Water Limited (ASX:D2O) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at Duxton Water Limited ( ASX:D2O ) from a dividend investor's perspective. Owning a...
Reported Earnings • Mar 28Full year 2020 earnings released: EPS AU$0.073 (vs AU$0.064 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: AU$39.6m (down 59% from FY 2019). Net income: AU$8.70m (up 17% from FY 2019). Profit margin: 22% (up from 7.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 02Can Duxton Water (ASX:D2O) Continue To Grow Its Returns On Capital?There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Is New 90 Day High Low • Feb 23New 90-day low: AU$1.35The company is down 2.0% from its price of AU$1.38 on 25 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Water Utilities industry, which is down 4.0% over the same period.
분석 기사 • Feb 04Can You Imagine How Duxton Water's (ASX:D2O) Shareholders Feel About The 33% Share Price Increase?By buying an index fund, investors can approximate the average market return. But if you choose individual stocks with...
분석 기사 • Jan 14Estimating The Intrinsic Value Of Duxton Water Limited (ASX:D2O)Today we will run through one way of estimating the intrinsic value of Duxton Water Limited ( ASX:D2O ) by projecting...
분석 기사 • Dec 24Here's What Duxton Water Limited's (ASX:D2O) Shareholder Ownership Structure Looks LikeA look at the shareholders of Duxton Water Limited ( ASX:D2O ) can tell us which group is most powerful. Insiders often...
공시 • Dec 18Duxton Water Limited Announces Board ChangesThe Directors of Duxton Water Limited advised that Vivienne Brand has been appointed as an Independent Non-Executive Director of the company at a meeting of the directors on 25 November 2020. A qualified lawyer with an early career in commercial legal practice who now specialises in corporate law research, governance and ethics, Vivienne Brand has several decades of broad governance experience on a range of not-for-profit boards and management committees, including as a Chair of Governance. The Company announce that Peter Michell will retire as a Non-Executive Director of the Company, effective at the Company 2021 Annual General Meeting.
Is New 90 Day High Low • Dec 07New 90-day high: AU$1.40The company is up 9.0% from its price of AU$1.29 on 08 September 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Water Utilities industry, which is up 1.0% over the same period.
분석 기사 • Dec 06How Does Duxton Water Limited (ASX:D2O) Fare As A Dividend Stock?Could Duxton Water Limited ( ASX:D2O ) be an attractive dividend share to own for the long haul? Investors are often...
분석 기사 • Nov 21Here’s What’s Happening With Returns At Duxton Water (ASX:D2O)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically...