View ValuationSGH 향후 성장Future 기준 점검 2/6SGH (는) 각각 연간 20% 및 5.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.1% 로 예상됩니다.핵심 정보20.0%이익 성장률21.08%EPS 성장률Trade Distributors 이익 성장13.5%매출 성장률5.1%향후 자기자본이익률17.13%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트공시 • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.모든 업데이트 보기Recent updates공시 • Mar 11SGH Holdings Reportedly Lines Up as Contender to Acquire Bingo IndustriesBillionaire Kerry Stokes' SGH Holdings (SGH Limited (ASX:SGH)) is believed to be lining up as a serious contender to acquire Bingo Industries (Bingo Industries Limited), as Macquarie Group prepares to test market interest for the troubled waste management business through a sale. DataRoom revealed this month that the waste management company was being put up for sale by MA Moelis for owner Macquarie, as Bingo wrestles with between $800 million and $1,000 million of debt. SGH Holdings, run by Kerry Stoke's son Ryan, is understood to see strong synergies between Bingo and Boral, the country's largest building materials provider, which sits within the overall SGH portfolio. Boral has a commanding market share in commercial construction, while Bingo's core business is handling waste from building sites and providing skip bin services. SGH, which is also bidding for BlueScope steel with Steel Dynamics, brings management expertise spanning both industries. Boral boss and SGH Group director Vik Bansal previously ran listed waste management company Cleanaway. Boral's chief operating officer Matt McKenzie also worked for Mr. Bansal at Cleanaway, where he was general manager of solids waste in NSW. Mr. McKenzie is viewed as a potential successor to Mr. Bansal at Boral when he steps back to focus on boardroom roles. Bingo's current chief executive, Kevin Gluskie, is a former top building materials executive, previously working as Heidelberg's Asia-Pacific executive director. DataRoom understands SGH's interest is at a price far lower than what Bingo owes its lenders. Yet a sale process could prove to be what Macquarie needs to convince lenders to take a haircut on their investment, particularly if offers come in short of what is owed. Sources believe other building materials operators are also keen to take a look at Bingo when an official sale process gets under way. Heidelberg, which recently purchased the Australian building materials portfolio from Maas Group for $1,700 million, is expected to be interested, along with CRH, which owns AdBri, and Saint Gobain. Cleanaway would at least examine the opportunity, having considered an acquisition of Bingo before it listed on the ASX in 2017. Expectations are that the situation plays out in a similar way to Healthscope, for which MA Moelis ran a sale process on behalf of client Brookfield. However, there were no buyers for Healthscope as a whole at a price that would clear debts and the business was placed into receivership. Bingo was purchased by Macquarie Asset Management in a $2,600 million buyout deal in 2021, but has been hammered by excessive debt, a construction market downturn and the departure of founding managing director Daniel Tartak after he was charged with criminal cartel offences.공시 • Feb 11SGH Limited Announces Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 09, 2026SGH Limited announced the ordinary dividend of AUD 0.32000000 per share for the six months period ended December 31, 2025, payable on April 09, 2026. Record Date is on March 05, 2026 and Ex Date on March 04, 2026. Is the ordinary dividend/distribution fully franked: Yes.공시 • Jan 28SGH Limited to Report First Half, 2026 Results on Feb 11, 2026SGH Limited announced that they will report first half, 2026 results on Feb 11, 2026공시 • Jan 19SGH Limited to Report Fiscal Year 2026 Results on Aug 12, 2026SGH Limited announced that they will report fiscal year 2026 results on Aug 12, 2026공시 • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.공시 • Oct 10SGH Limited, Annual General Meeting, Nov 13, 2025SGH Limited, Annual General Meeting, Nov 13, 2025. Location: at the kimpton margot hotel, 339 pitt street, nsw 2000, sydney Australia공시 • Jun 06SGH Limited to Report Fiscal Year 2025 Results on Aug 12, 2025SGH Limited announced that they will report fiscal year 2025 results on Aug 12, 2025공시 • Nov 14Seven Group Holdings Limited to Report First Half, 2025 Results on Feb 11, 2025Seven Group Holdings Limited announced that they will report first half, 2025 results on Feb 11, 2025공시 • Sep 26Seven Group Holdings Limited Announces Changes to Its BoardSeven Group Holdings Limited announced the appointment of Mr. Mark Johnson to its Board as an Independent Non-Executive Director. Mr. Johnson has also been appointed to SGH's Audit & Risk Committee. Mr. Johnson is a highly experienced company director and executive, with broad sector experience across property, retail and consumer goods, resources, industrial products, engineering and construction, technology, and financial and professional services. He possesses extensive technical experience across a range of valuable disciplines, including finance, audit, strategy development and execution, transformation, operational excellence, human resource management, risk management and corporate governance. Mr. Johnson's appointment fills an upcoming vacancy created by the retirement of Mr. Richard Uechtritz, who has decided to retire from the Board with effect from the end of this year's Annual General Meeting ("AGM"), having completed three years since his last re-election. Mr. Uechtritz has been a valuable member of the SGH Board for more than 14 years, since the formation of SGH in 2010. He is a former Chairman of the Remuneration & Nomination Committee and is Chairman of the Independent & Related Party Committee. Mr. Johnson is a Non-Executive Director of Goodman Group, Aurecon Limited, Metcash Limited and Sydney Airport Limited. He is a Councillor at UNSW Sydney, a director of The Smith Family and the Chairman of the Hospitals Contribution Fund of Australia. Mr. Johnson is a trained accountant and spent 30 years at PricewaterhouseCoopers (PwC) where he was CEO from 2008 to 2012 as well as holding positions as Asian Deputy-Chairman and as a member of PwC's global strategy council. He was Chairman and a director of G8 Education Limited and was formerly an independent director of Coca- Cola Amatil Limited, Westfield Corporation Limited and Boral Limited (December 2021 to July 2024). Mr. Johnson holds a Bachelor of Commerce (UNSW) degree and is a Fellow of Chartered Accountants Australia and New Zealand, Certified Practicing Accountant Australia and Fellow of the Australian Institute of Company Directors.Buy Or Sell Opportunity • Aug 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €23.20. The fair value is estimated to be €29.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$1.26 (vs AU$1.67 in FY 2023)Full year 2024 results: EPS: AU$1.26 (down from AU$1.67 in FY 2023). Revenue: AU$10.5b (up 7.0% from FY 2023). Net income: AU$464.4m (down 23% from FY 2023). Profit margin: 4.4% (down from 6.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공시 • Aug 14Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024.Upcoming Dividend • Aug 12Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.2%).공시 • Jul 12Seven Group Holdings Limited Declares Final Ordinary Dividend for the Year Ended June 30, 2024, Payable on September 2, 2024Seven Group Holdings has declared a final ordinary dividend of 30 cents per share fully franked. The dividend reflects a 30% increase on the prior comparative period, and results in total dividends payable on ordinary shares for the year ended 30 June 2024 of 53 cents per share. The dividend is declared with an ex-dividend date of 19 August 2024 and will be paid to all shareholders of record as of 20 August 2024 on 2 September 2024.공시 • Jul 05Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD).Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024. Under the Merger Offer, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.50 cash (the “Minimum Consideration”). The Merger Offer Consideration will increase by a further AUD 0.10 in cash if SGH Bidder reaches compulsory acquisition by achieving voting power of 90.6% or more. If both of these increases occur, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.70 cash (the “Maximum Consideration”). The aggregate values of the Minimum Consideration and Maximum Consideration are AUD 6.05 and AUD 6.25 per Boral Share. SGH already has sufficient committed funding to make available to SGH Bidder to pay the Maximum Cash Offer Amount (and costs associated with the Offer) from a combination of SGH Group’s existing cash reserves (SGH has allocated cash of AUD 121 million out of its existing cash reserves for the purpose of partially funding the consideration under the Offer); committed and undrawn facilities under the SGH Corporate Loan Facility of AUD 765 million; AUD 240 million undrawn OEM facilities available to fund machines and rental equipment which are otherwise currently funded via the SGH Corporate Loan Facility; AUD 350 million undrawn master script loan agreements with three lenders of which AUD 200 million is currently permitted under the SGH Corporate Loan Facility with over AUD 1 billion of listed securities within the Group available to provide as security. SGH intends to enter into a transaction facility, SGH has received AUD 3 billion of “highly confident” commitments from domestic banks which are party to SGH’s current syndicated facility agreement, based on which it intends to enter into a new unsecured syndicated term loan bridge facility for up to AUD 400 million, to be provided to a related entity of SGH by a group of existing lenders to Corporate Loan Facility. The Board committee of Boral’s independent directors will communicate its recommended response to the SGH Offer in Boral’s Target’s Statement, which is expected to be dispatched to shareholders by March 19, 2024. The Target’s Statement will include an Independent Expert's Report opining on whether the Offer is fair and reasonable to Boral shareholders. At this stage, shareholders are advised to TAKE NO ACTION in response to the SGH Offer. The Offer scheduled to close on April 4, 2024. The Offer is not subject to any minimum acceptance condition. The Offer is only conditional upon the customary condition of no prescribed occurrences in relation to Boral. As of May 15, 2024, offer period extended to May 31, 2024. As of May 31, 2024 the offer period extended to June 28, 2024.Barrenjoey Advisory Pty Limited and Macquarie Securities (Australia) Ltd. acted as financial advisor, Herbert Smith Freehills acted as legal advisor and Boardroom Pty Limited acted as Transfer agent to Seven Group Holdings Limited and Allens acted as legal advisor and UBS Securities Australia Ltd financial advisor to Boral Limited. The fee for professional services paid or payable to Barrenjoey as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Macquarie Capital as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Herbert Smith Freehills as legal adviser to date is approximately AUD 450,000.Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD) on July 4, 2024.Buy Or Sell Opportunity • Jul 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €22.80. The fair value is estimated to be €28.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • Jun 13Seven Group Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024Seven Group Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% 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: Minor Risks High level of debt (79% net debt to equity). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Upcoming Dividend • Mar 04Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.6%).공시 • Feb 19Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billionSeven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024.Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.52 (vs AU$0.82 in 1H 2023)First half 2024 results: EPS: AU$0.52 (down from AU$0.82 in 1H 2023). Revenue: AU$5.24b (up 12% from 1H 2023). Net income: AU$188.9m (down 37% from 1H 2023). Profit margin: 3.6% (down from 6.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.공시 • Dec 08Seven Group Holdings Limited to Report First Half, 2024 Results on Feb 14, 2024Seven Group Holdings Limited announced that they will report first half, 2024 results on Feb 14, 2024공시 • Dec 06Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023. Malika Chandrasegaran of Herbert Smith Freehills LLP acted as a legal advisor to Seven Group Holdings Limited. Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on December 5, 2023. The business becomes part of the Power and Flow Division within the Power Technique Business Area.공시 • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.Upcoming Dividend • Sep 07Upcoming dividend of AU$0.23 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).공시 • Aug 22Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023.공시 • Aug 18Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023.공시 • Aug 17Seven Group Holdings Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on October 3, 2023Seven Group Holdings Limited announced a dividend of AUD 0.23000000 for the six months ended June 30, 2023. The ex-date is on September 14, 2023. The record date is on September 15, 2023. The payment date is on October 3, 2023.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$1.67 (vs AU$1.09 in FY 2022)Full year 2023 results: EPS: AU$1.67 (up from AU$1.09 in FY 2022). Revenue: AU$9.79b (up 8.8% from FY 2022). Net income: AU$606.5m (up 54% from FY 2022). Profit margin: 6.2% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 04Upcoming dividend of AU$0.23 per share at 1.9% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 05 May 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Recent Insider Transactions • Feb 19Independent Non-Executive Director recently bought €101k worth of stockOn the 16th of February, Rachel Argaman bought around 7k shares on-market at roughly €15.57 per share. This transaction increased Rachel's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.9m more in shares than they bought in the last 12 months.공시 • Feb 16Seven Group Holdings Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2022, Payable on May 5, 2023Seven Group Holdings Limited announced ordinary dividend of AUD 0.23000000 for the six months ended December 31, 2022. Record Date is April 12, 2023. Ex date is April 11, 2023. Payment Date is May 5, 2023.Reported Earnings • Feb 16First half 2023 earnings released: EPS: AU$0.82 (vs AU$2.88 in 1H 2022)First half 2023 results: EPS: AU$0.82 (down from AU$2.88 in 1H 2022). Revenue: AU$4.69b (down 5.1% from 1H 2022). Net income: AU$299.7m (down 71% from 1H 2022). Profit margin: 6.4% (down from 21% in 1H 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.공시 • Dec 02Seven Group Holdings Limited to Report Fiscal Year 2023 Results on Aug 17, 2023Seven Group Holdings Limited announced that they will report fiscal year 2023 results on Aug 17, 2023Recent Insider Transactions • Nov 22Independent Non-Executive Director recently bought €78k worth of stockOn the 18th of November, Rachel Argaman bought around 6k shares on-market at roughly €12.98 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.0m more in shares than they bought in the last 12 months.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.Upcoming Dividend • Sep 08Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$1.09 (vs AU$1.84 in FY 2021)Full year 2022 results: EPS: AU$1.09 (down from AU$1.84 in FY 2021). Revenue: AU$9.00b (up 73% from FY 2021). Net income: AU$394.2m (down 38% from FY 2021). Profit margin: 4.4% (down from 12% in FY 2021). Over the next year, revenue is expected to shrink by 4.0% compared to a 8.2% growth forecast for the Trade Distributors industry in Germany.Recent Insider Transactions • Jul 04Independent Non-Executive Director recently bought €66k worth of stockOn the 27th of June, Katherine Farrar bought around 6k shares on-market at roughly €10.94 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.0m more in shares than they bought in the last 12 months.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.Upcoming Dividend • Apr 05Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.8%). Lower than average of industry peers (2.5%).Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.Recent Insider Transactions • Mar 19Independent Non-Executive Director recently sold €2.2m worth of stockOn the 18th of March, Richard Uechtritz sold around 152k shares on-market at roughly €14.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$2.88 (up from AU$1.07 in 1H 2021). Revenue: AU$4.94b (up 92% from 1H 2021). Net income: AU$1.04b (up 188% from 1H 2021). Profit margin: 21% (up from 14% in 1H 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.6%. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Dec 22Independent Non-Executive Director recently bought €63k worth of stockOn the 17th of December, Katherine Farrar bought around 5k shares on-market at roughly €13.94 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €170k more in shares than they have sold in the last 12 months.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Kate Farrar was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 09Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 29 October 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).Recent Insider Transactions • Aug 27Lead Independent Director recently bought €107k worth of stockOn the 26th of August, Terry Davis bought around 8k shares on-market at roughly €13.52 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €263k more in shares than they have sold in the last 12 months.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$1.84 (vs AU$0.34 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$5.22b (up 15% from FY 2020). Net income: AU$631.4m (up 448% from FY 2020). Profit margin: 12% (up from 2.5% 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 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 18Upcoming Dividend of AU$0.23 Per ShareWill be paid on the 20th of April to those who are registered shareholders by the 25th of March. The trailing yield of 2.1% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.4%).Reported Earnings • Feb 23First half 2021 earnings released: EPS AU$1.07 (vs AU$0.11 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$2.57b (up 12% from 1H 2020). Net income: AU$362.1m (up AU$324.2m from 1H 2020). Profit margin: 14% (up from 1.6% in 1H 2020). The increase in margin was primarily driven by higher revenue. 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 7% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 04New 90-day high: €14.80The company is up 30% from its price of €11.40 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.35 per share.Is New 90 Day High Low • Dec 10New 90-day high: €14.20The company is up 35% from its price of €10.50 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.42 per share.Is New 90 Day High Low • Nov 11New 90-day high: €13.00The company is up 26% from its price of €10.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.00 per share.Is New 90 Day High Low • Oct 07New 90-day high: €11.90The company is up 14% from its price of €10.40 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.90 per share.Recent Insider Transactions • Oct 03Non-Executive Director recently bought €124k worth of stockOn the 1st of October, Warwick Smith bought around 11k shares on-market at roughly €11.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €159k more in shares than they have sold in the last 12 months.이익 및 매출 성장 예측DB:9SG0 - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202811,8111,1791,1491,59996/30/202711,3051,0808991,512106/30/202610,8299297111,3831012/31/202510,4604997911,652N/A9/30/202510,5164927201,535N/A6/30/202510,5724866491,417N/A3/31/202510,7105803641,105N/A12/31/202410,84973480792N/A9/30/202410,662599106800N/A6/30/202410,475464133808N/A3/31/202410,4054804321,070N/A12/31/202310,3354967311,332N/A9/30/202310,0635516601,263N/A6/30/20239,7926075901,194N/A3/31/20239,271128264934N/A12/31/20228,750-350-62674N/A9/30/20228,87622-96593N/A6/30/20229,001394-130512N/A3/31/20228,29585487564N/A12/31/20217,5891,313304616N/A9/30/20216,404972362619N/A6/30/20215,218631420622N/A3/31/20215,017536414621N/A12/31/20204,817440407619N/A9/30/20204,680277327579N/A6/30/20204,543115247538N/A3/31/20204,478151125449N/A12/31/20194,4131872360N/A9/30/20194,236194N/A414N/A6/30/20194,060201N/A468N/A3/31/20194,012244N/A432N/A12/31/20183,964286N/A397N/A9/30/20183,709333N/A325N/A6/30/20183,455380N/A253N/A3/31/20183,081294N/A302N/A12/31/20172,707207N/A351N/A9/30/20172,49799N/A323N/A6/30/20172,286-9N/A296N/A12/31/20162,10594N/A170N/A9/30/20162,262126N/A242N/A6/30/20162,419158N/A314N/A3/31/20162,760-138N/A283N/A12/31/20152,493-447N/A251N/A9/30/20152,491-417N/A269N/A6/30/20152,489-386N/A287N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9SG0 의 연간 예상 수익 증가율(20%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 9SG0 의 연간 수익(20%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 9SG0 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 9SG0 의 수익(연간 5.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 9SG0 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9SG0의 자본 수익률은 3년 후 17.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 23:46종가2026/05/22 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 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 소스SGH Limited는 19명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullBarrenjoey Markets Pty LimitedBrook Campbell-CrawfordBarrenjoey Markets Pty LimitedBenjamin BrayshawBarrenjoey Markets Pty Limited16명의 분석가 더 보기
공시 • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.
공시 • Mar 11SGH Holdings Reportedly Lines Up as Contender to Acquire Bingo IndustriesBillionaire Kerry Stokes' SGH Holdings (SGH Limited (ASX:SGH)) is believed to be lining up as a serious contender to acquire Bingo Industries (Bingo Industries Limited), as Macquarie Group prepares to test market interest for the troubled waste management business through a sale. DataRoom revealed this month that the waste management company was being put up for sale by MA Moelis for owner Macquarie, as Bingo wrestles with between $800 million and $1,000 million of debt. SGH Holdings, run by Kerry Stoke's son Ryan, is understood to see strong synergies between Bingo and Boral, the country's largest building materials provider, which sits within the overall SGH portfolio. Boral has a commanding market share in commercial construction, while Bingo's core business is handling waste from building sites and providing skip bin services. SGH, which is also bidding for BlueScope steel with Steel Dynamics, brings management expertise spanning both industries. Boral boss and SGH Group director Vik Bansal previously ran listed waste management company Cleanaway. Boral's chief operating officer Matt McKenzie also worked for Mr. Bansal at Cleanaway, where he was general manager of solids waste in NSW. Mr. McKenzie is viewed as a potential successor to Mr. Bansal at Boral when he steps back to focus on boardroom roles. Bingo's current chief executive, Kevin Gluskie, is a former top building materials executive, previously working as Heidelberg's Asia-Pacific executive director. DataRoom understands SGH's interest is at a price far lower than what Bingo owes its lenders. Yet a sale process could prove to be what Macquarie needs to convince lenders to take a haircut on their investment, particularly if offers come in short of what is owed. Sources believe other building materials operators are also keen to take a look at Bingo when an official sale process gets under way. Heidelberg, which recently purchased the Australian building materials portfolio from Maas Group for $1,700 million, is expected to be interested, along with CRH, which owns AdBri, and Saint Gobain. Cleanaway would at least examine the opportunity, having considered an acquisition of Bingo before it listed on the ASX in 2017. Expectations are that the situation plays out in a similar way to Healthscope, for which MA Moelis ran a sale process on behalf of client Brookfield. However, there were no buyers for Healthscope as a whole at a price that would clear debts and the business was placed into receivership. Bingo was purchased by Macquarie Asset Management in a $2,600 million buyout deal in 2021, but has been hammered by excessive debt, a construction market downturn and the departure of founding managing director Daniel Tartak after he was charged with criminal cartel offences.
공시 • Feb 11SGH Limited Announces Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 09, 2026SGH Limited announced the ordinary dividend of AUD 0.32000000 per share for the six months period ended December 31, 2025, payable on April 09, 2026. Record Date is on March 05, 2026 and Ex Date on March 04, 2026. Is the ordinary dividend/distribution fully franked: Yes.
공시 • Jan 28SGH Limited to Report First Half, 2026 Results on Feb 11, 2026SGH Limited announced that they will report first half, 2026 results on Feb 11, 2026
공시 • Jan 19SGH Limited to Report Fiscal Year 2026 Results on Aug 12, 2026SGH Limited announced that they will report fiscal year 2026 results on Aug 12, 2026
공시 • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.
공시 • Oct 10SGH Limited, Annual General Meeting, Nov 13, 2025SGH Limited, Annual General Meeting, Nov 13, 2025. Location: at the kimpton margot hotel, 339 pitt street, nsw 2000, sydney Australia
공시 • Jun 06SGH Limited to Report Fiscal Year 2025 Results on Aug 12, 2025SGH Limited announced that they will report fiscal year 2025 results on Aug 12, 2025
공시 • Nov 14Seven Group Holdings Limited to Report First Half, 2025 Results on Feb 11, 2025Seven Group Holdings Limited announced that they will report first half, 2025 results on Feb 11, 2025
공시 • Sep 26Seven Group Holdings Limited Announces Changes to Its BoardSeven Group Holdings Limited announced the appointment of Mr. Mark Johnson to its Board as an Independent Non-Executive Director. Mr. Johnson has also been appointed to SGH's Audit & Risk Committee. Mr. Johnson is a highly experienced company director and executive, with broad sector experience across property, retail and consumer goods, resources, industrial products, engineering and construction, technology, and financial and professional services. He possesses extensive technical experience across a range of valuable disciplines, including finance, audit, strategy development and execution, transformation, operational excellence, human resource management, risk management and corporate governance. Mr. Johnson's appointment fills an upcoming vacancy created by the retirement of Mr. Richard Uechtritz, who has decided to retire from the Board with effect from the end of this year's Annual General Meeting ("AGM"), having completed three years since his last re-election. Mr. Uechtritz has been a valuable member of the SGH Board for more than 14 years, since the formation of SGH in 2010. He is a former Chairman of the Remuneration & Nomination Committee and is Chairman of the Independent & Related Party Committee. Mr. Johnson is a Non-Executive Director of Goodman Group, Aurecon Limited, Metcash Limited and Sydney Airport Limited. He is a Councillor at UNSW Sydney, a director of The Smith Family and the Chairman of the Hospitals Contribution Fund of Australia. Mr. Johnson is a trained accountant and spent 30 years at PricewaterhouseCoopers (PwC) where he was CEO from 2008 to 2012 as well as holding positions as Asian Deputy-Chairman and as a member of PwC's global strategy council. He was Chairman and a director of G8 Education Limited and was formerly an independent director of Coca- Cola Amatil Limited, Westfield Corporation Limited and Boral Limited (December 2021 to July 2024). Mr. Johnson holds a Bachelor of Commerce (UNSW) degree and is a Fellow of Chartered Accountants Australia and New Zealand, Certified Practicing Accountant Australia and Fellow of the Australian Institute of Company Directors.
Buy Or Sell Opportunity • Aug 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €23.20. The fair value is estimated to be €29.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$1.26 (vs AU$1.67 in FY 2023)Full year 2024 results: EPS: AU$1.26 (down from AU$1.67 in FY 2023). Revenue: AU$10.5b (up 7.0% from FY 2023). Net income: AU$464.4m (down 23% from FY 2023). Profit margin: 4.4% (down from 6.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공시 • Aug 14Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024Seven Group Holdings Limited, Annual General Meeting, Nov 14, 2024.
Upcoming Dividend • Aug 12Upcoming dividend of AU$0.30 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.2%).
공시 • Jul 12Seven Group Holdings Limited Declares Final Ordinary Dividend for the Year Ended June 30, 2024, Payable on September 2, 2024Seven Group Holdings has declared a final ordinary dividend of 30 cents per share fully franked. The dividend reflects a 30% increase on the prior comparative period, and results in total dividends payable on ordinary shares for the year ended 30 June 2024 of 53 cents per share. The dividend is declared with an ex-dividend date of 19 August 2024 and will be paid to all shareholders of record as of 20 August 2024 on 2 September 2024.
공시 • Jul 05Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD).Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024. Under the Merger Offer, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.50 cash (the “Minimum Consideration”). The Merger Offer Consideration will increase by a further AUD 0.10 in cash if SGH Bidder reaches compulsory acquisition by achieving voting power of 90.6% or more. If both of these increases occur, SGH Bidder would acquire all of your Boral Shares for 0.1116 SGH Shares for each Boral Share and AUD 1.70 cash (the “Maximum Consideration”). The aggregate values of the Minimum Consideration and Maximum Consideration are AUD 6.05 and AUD 6.25 per Boral Share. SGH already has sufficient committed funding to make available to SGH Bidder to pay the Maximum Cash Offer Amount (and costs associated with the Offer) from a combination of SGH Group’s existing cash reserves (SGH has allocated cash of AUD 121 million out of its existing cash reserves for the purpose of partially funding the consideration under the Offer); committed and undrawn facilities under the SGH Corporate Loan Facility of AUD 765 million; AUD 240 million undrawn OEM facilities available to fund machines and rental equipment which are otherwise currently funded via the SGH Corporate Loan Facility; AUD 350 million undrawn master script loan agreements with three lenders of which AUD 200 million is currently permitted under the SGH Corporate Loan Facility with over AUD 1 billion of listed securities within the Group available to provide as security. SGH intends to enter into a transaction facility, SGH has received AUD 3 billion of “highly confident” commitments from domestic banks which are party to SGH’s current syndicated facility agreement, based on which it intends to enter into a new unsecured syndicated term loan bridge facility for up to AUD 400 million, to be provided to a related entity of SGH by a group of existing lenders to Corporate Loan Facility. The Board committee of Boral’s independent directors will communicate its recommended response to the SGH Offer in Boral’s Target’s Statement, which is expected to be dispatched to shareholders by March 19, 2024. The Target’s Statement will include an Independent Expert's Report opining on whether the Offer is fair and reasonable to Boral shareholders. At this stage, shareholders are advised to TAKE NO ACTION in response to the SGH Offer. The Offer scheduled to close on April 4, 2024. The Offer is not subject to any minimum acceptance condition. The Offer is only conditional upon the customary condition of no prescribed occurrences in relation to Boral. As of May 15, 2024, offer period extended to May 31, 2024. As of May 31, 2024 the offer period extended to June 28, 2024.Barrenjoey Advisory Pty Limited and Macquarie Securities (Australia) Ltd. acted as financial advisor, Herbert Smith Freehills acted as legal advisor and Boardroom Pty Limited acted as Transfer agent to Seven Group Holdings Limited and Allens acted as legal advisor and UBS Securities Australia Ltd financial advisor to Boral Limited. The fee for professional services paid or payable to Barrenjoey as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Macquarie Capital as financial adviser to SGH Bidder is up to AUD 3.5 million. The fee for professional services paid or payable to Herbert Smith Freehills as legal adviser to date is approximately AUD 450,000.Seven Group Holdings Limited (ASX:SVW) completed the acquisition of remaining 28.4% stake in Boral Limited (ASX:BLD) on July 4, 2024.
Buy Or Sell Opportunity • Jul 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €22.80. The fair value is estimated to be €28.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • Jun 13Seven Group Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024Seven Group Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024
New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% 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: Minor Risks High level of debt (79% net debt to equity). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Upcoming Dividend • Mar 04Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.6%).
공시 • Feb 19Seven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billionSeven Group Holdings Limited (ASX:SVW) made an offer to acquire remaining 28.4% stake in Boral Limited (ASX:BLD) for AUD 2 billion on February 19, 2024.
Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.52 (vs AU$0.82 in 1H 2023)First half 2024 results: EPS: AU$0.52 (down from AU$0.82 in 1H 2023). Revenue: AU$5.24b (up 12% from 1H 2023). Net income: AU$188.9m (down 37% from 1H 2023). Profit margin: 3.6% (down from 6.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
공시 • Dec 08Seven Group Holdings Limited to Report First Half, 2024 Results on Feb 14, 2024Seven Group Holdings Limited announced that they will report first half, 2024 results on Feb 14, 2024
공시 • Dec 06Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023. Malika Chandrasegaran of Herbert Smith Freehills LLP acted as a legal advisor to Seven Group Holdings Limited. Atlas Copco AB (OM:ATCO A) completed the acquisition of Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on December 5, 2023. The business becomes part of the Power and Flow Division within the Power Technique Business Area.
공시 • Nov 18Seven Group Holdings Limited Provides Earnings Guidance for Fiscal Year 2024Seven Group Holdings Limited provided earnings guidance for Fiscal Year 2024. For the period, company upgrade of EBIT to be $300 million to $330 million should see the business tracking closer toward the double-digit EBIT margin potential.
Upcoming Dividend • Sep 07Upcoming dividend of AU$0.23 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
공시 • Aug 22Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW).Atlas Copco AB (OM:ATCO A) agreed to acquire Sykes Group Pty. Ltd. from Seven Group Holdings Limited (ASX:SVW) on August 21, 2023. The business will become part of the Power and Flow Division within the Power Technique Business Area. Sykes has 123 employees globally and annual revenues of approximately AUD 65 million for the 12 months ending June 30, 2023. The acquisition is expected to close during the fourth quarter of 2023.
공시 • Aug 18Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023Seven Group Holdings Limited, Annual General Meeting, Nov 16, 2023.
공시 • Aug 17Seven Group Holdings Limited Announces Dividend for the Six Months Ended June 30, 2023, Payable on October 3, 2023Seven Group Holdings Limited announced a dividend of AUD 0.23000000 for the six months ended June 30, 2023. The ex-date is on September 14, 2023. The record date is on September 15, 2023. The payment date is on October 3, 2023.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$1.67 (vs AU$1.09 in FY 2022)Full year 2023 results: EPS: AU$1.67 (up from AU$1.09 in FY 2022). Revenue: AU$9.79b (up 8.8% from FY 2022). Net income: AU$606.5m (up 54% from FY 2022). Profit margin: 6.2% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 04Upcoming dividend of AU$0.23 per share at 1.9% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 05 May 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • Feb 19Independent Non-Executive Director recently bought €101k worth of stockOn the 16th of February, Rachel Argaman bought around 7k shares on-market at roughly €15.57 per share. This transaction increased Rachel's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.9m more in shares than they bought in the last 12 months.
공시 • Feb 16Seven Group Holdings Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2022, Payable on May 5, 2023Seven Group Holdings Limited announced ordinary dividend of AUD 0.23000000 for the six months ended December 31, 2022. Record Date is April 12, 2023. Ex date is April 11, 2023. Payment Date is May 5, 2023.
Reported Earnings • Feb 16First half 2023 earnings released: EPS: AU$0.82 (vs AU$2.88 in 1H 2022)First half 2023 results: EPS: AU$0.82 (down from AU$2.88 in 1H 2022). Revenue: AU$4.69b (down 5.1% from 1H 2022). Net income: AU$299.7m (down 71% from 1H 2022). Profit margin: 6.4% (down from 21% in 1H 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
공시 • Dec 02Seven Group Holdings Limited to Report Fiscal Year 2023 Results on Aug 17, 2023Seven Group Holdings Limited announced that they will report fiscal year 2023 results on Aug 17, 2023
Recent Insider Transactions • Nov 22Independent Non-Executive Director recently bought €78k worth of stockOn the 18th of November, Rachel Argaman bought around 6k shares on-market at roughly €12.98 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.0m more in shares than they bought in the last 12 months.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.
Upcoming Dividend • Sep 08Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$1.09 (vs AU$1.84 in FY 2021)Full year 2022 results: EPS: AU$1.09 (down from AU$1.84 in FY 2021). Revenue: AU$9.00b (up 73% from FY 2021). Net income: AU$394.2m (down 38% from FY 2021). Profit margin: 4.4% (down from 12% in FY 2021). Over the next year, revenue is expected to shrink by 4.0% compared to a 8.2% growth forecast for the Trade Distributors industry in Germany.
Recent Insider Transactions • Jul 04Independent Non-Executive Director recently bought €66k worth of stockOn the 27th of June, Katherine Farrar bought around 6k shares on-market at roughly €10.94 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.0m more in shares than they bought in the last 12 months.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.
Upcoming Dividend • Apr 05Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.8%). Lower than average of industry peers (2.5%).
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.
Recent Insider Transactions • Mar 19Independent Non-Executive Director recently sold €2.2m worth of stockOn the 18th of March, Richard Uechtritz sold around 152k shares on-market at roughly €14.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Rachel Argaman 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.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$2.88 (up from AU$1.07 in 1H 2021). Revenue: AU$4.94b (up 92% from 1H 2021). Net income: AU$1.04b (up 188% from 1H 2021). Profit margin: 21% (up from 14% in 1H 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.6%. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Dec 22Independent Non-Executive Director recently bought €63k worth of stockOn the 17th of December, Katherine Farrar bought around 5k shares on-market at roughly €13.94 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €170k more in shares than they have sold in the last 12 months.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Kate Farrar was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 09Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 29 October 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).
Recent Insider Transactions • Aug 27Lead Independent Director recently bought €107k worth of stockOn the 26th of August, Terry Davis bought around 8k shares on-market at roughly €13.52 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €263k more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$1.84 (vs AU$0.34 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$5.22b (up 15% from FY 2020). Net income: AU$631.4m (up 448% from FY 2020). Profit margin: 12% (up from 2.5% 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 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 18Upcoming Dividend of AU$0.23 Per ShareWill be paid on the 20th of April to those who are registered shareholders by the 25th of March. The trailing yield of 2.1% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.4%).
Reported Earnings • Feb 23First half 2021 earnings released: EPS AU$1.07 (vs AU$0.11 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$2.57b (up 12% from 1H 2020). Net income: AU$362.1m (up AU$324.2m from 1H 2020). Profit margin: 14% (up from 1.6% in 1H 2020). The increase in margin was primarily driven by higher revenue. 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 7% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 04New 90-day high: €14.80The company is up 30% from its price of €11.40 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.35 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €14.20The company is up 35% from its price of €10.50 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.42 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €13.00The company is up 26% from its price of €10.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.00 per share.
Is New 90 Day High Low • Oct 07New 90-day high: €11.90The company is up 14% from its price of €10.40 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.90 per share.
Recent Insider Transactions • Oct 03Non-Executive Director recently bought €124k worth of stockOn the 1st of October, Warwick Smith bought around 11k shares on-market at roughly €11.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €159k more in shares than they have sold in the last 12 months.