Declared Dividend • Aug 10
Final dividend of AU$0.39 announced Shareholders will receive a dividend of AU$0.39. Ex-date: 30th September 2026 Payment date: 22nd October 2026 Dividend yield will be 4.6%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Aug 10
Now 21% undervalued Over the last 90 days, the stock has risen 17% to AU$16.92. The fair value is estimated to be AU$21.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period. Reported Earnings • Aug 09
Full year 2026 earnings released: EPS: AU$0.89 (vs AU$0.68 in FY 2025) Full year 2026 results: EPS: AU$0.89 (up from AU$0.68 in FY 2025). Revenue: AU$516.7m (up 4.3% from FY 2025). Net income: AU$75.7m (up 31% from FY 2025). Profit margin: 15% (up from 12% in FY 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Australia. 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 12% per year, which means it is well ahead of earnings. Aankondiging • Jul 08
Nick Scali Limited to Report Fiscal Year 2026 Results on Aug 07, 2026 Nick Scali Limited announced that they will report fiscal year 2026 results on Aug 07, 2026 Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AU$16.07, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Specialty Retail industry in Australia. Total returns to shareholders of 113% over the past three years. Aankondiging • Feb 13
Nick Scali Limited Declares Dividend for the Six Months Ended December 31, 2025, Payable on March 24, 2026 Nick Scali Limited declared dividend of AUD 0.39000000 per share for the six months ended December 31, 2025, payable on March 24, 2026. Record Date is March 3, 2026. Ex Date is March 2, 2026. Aankondiging • Jan 22
Nick Scali Limited to Report First Half, 2026 Results on Feb 13, 2026 Nick Scali Limited announced that they will report first half, 2026 results on Feb 13, 2026 Aankondiging • Sep 08
Nick Scali Limited, Annual General Meeting, Oct 29, 2025 Nick Scali Limited, Annual General Meeting, Oct 29, 2025. Declared Dividend • Aug 18
Final dividend of AU$0.33 announced Shareholders will receive a dividend of AU$0.33. Ex-date: 1st October 2025 Payment date: 28th October 2025 Dividend yield will be 2.8%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Aankondiging • Jul 08
Nick Scali Limited to Report Fiscal Year 2025 Results on Aug 08, 2025 Nick Scali Limited announced that they will report fiscal year 2025 results on Aug 08, 2025 Aankondiging • May 02
Nick Scali Limited Announces Chief Financial Officer Changes , Effective July 1, 2025 Nick Scali Limited announced that Sheila Lines has announced her intention to retire as CFO to further her career through undertaking non-executive board roles. Sheila will continue in a non-executive consulting capacity post her retirement to provide ongoing strategic advice to the Company. Sheila has been CFO at Nick Scali since October 2022 and has made a significant contribution in leading the Group's finance function during that time, including playing an important role in the Company's expansion into the UK market with the acquisition of Fabb Furniture in May 2024. The company also announced Kylie Archer has been appointed CFO with effect from 1 July 2025. Kylie is an experienced finance executive across varied sectors, including retail, services and construction. She has consistently partnered with CEOs and senior leadership teams in value creation and brings significant commercial experience and financial expertise having worked across many facets of finance during her career. Kylie will join the Company on 19 May to ensure an orderly transition to succeed Sheila as CFO from 1 July. Reported Earnings • Feb 11
First half 2025 earnings released: EPS: AU$0.35 (vs AU$0.53 in 1H 2024) First half 2025 results: EPS: AU$0.35 (down from AU$0.53 in 1H 2024). Revenue: AU$251.1m (up 11% from 1H 2024). Net income: AU$30.0m (down 30% from 1H 2024). Profit margin: 12% (down from 19% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Declared Dividend • Feb 10
First half dividend of AU$0.30 announced Shareholders will receive a dividend of AU$0.30. Ex-date: 4th March 2025 Payment date: 26th March 2025 Dividend yield will be 3.6%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Feb 09
Nick Scali Limited Declares Fully Franked Interim Dividend for the Half Year Ended December 31, 2024, Payable on 26 March 2025 The directors of Nick Scali Limited declared a fully franked interim dividend of 30 cents per share for the half year ended December 31, 2024, with a record date of the 5 March 2025 and a payment date of 26 March 2025. This represents a payout ratio of 75% of basic and diluted ANZ Group earnings per share and 86% of basic and diluted Group earnings per share. The company paid 35.0 cents per share a year ago. Aankondiging • Jan 15
Nick Scali Limited to Report First Half, 2025 Results on Feb 07, 2025 Nick Scali Limited announced that they will report first half, 2025 results on Feb 07, 2025 Upcoming Dividend • Sep 18
Upcoming dividend of AU$0.33 per share Eligible shareholders must have bought the stock before 25 September 2024. Payment date: 17 October 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (6.0%). In line with average of industry peers (4.5%). Aankondiging • Aug 26
Nick Scali Limited, Annual General Meeting, Oct 21, 2024 Nick Scali Limited, Annual General Meeting, Oct 21, 2024. Reported Earnings • Aug 12
Full year 2024 earnings released: EPS: AU$0.99 (vs AU$1.25 in FY 2023) Full year 2024 results: EPS: AU$0.99 (down from AU$1.25 in FY 2023). Revenue: AU$468.2m (down 7.8% from FY 2023). Net income: AU$80.6m (down 20% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year. Declared Dividend • Aug 11
First half dividend of AU$0.33 announced Shareholders will receive a dividend of AU$0.33. Ex-date: 25th September 2024 Payment date: 17th October 2024 Dividend yield will be 4.6%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • May 10
Nick Scali Limited (ASX:NCK) completed the acquisition of Anglia Home Furnishings Limited. Nick Scali Limited (ASX:NCK) entered into an agreement to acquire Anglia Home Furnishings Limited for £3.5 million on April 24, 2024. Under the Acquisition, Nick Scali will acquire Fabb Furniture for a consideration of £2.00 and all of the secured debt owed by Fabb furniture for £3.5 million Nick Scali intends to pay £0.5 million to exercise the option to exit the existing distribution centre arrangement and also provide a net working capital injection of up to £6.0 million. The acquisition is funded through placement raise of £26.178 million (AUD 50 million). The Acquisition is subject to limited customary conditions, and is expected to complete in mid-May. Andrew Wingfield, Vikki McKay, John Verwey, Stephen Pevsner and Elisabeth Baltay of Proskauer advised Nick Scali Limited on the acquisition of the entire issued share capital of Anglia Home Furnishings Limited.Nick Scali Limited (ASX:NCK) completed the acquisition of Anglia Home Furnishings Limited on May 9, 2024. Recent Insider Transactions • May 09
Independent Non-Executive Director recently bought AU$367k worth of stock On the 7th of May, Carole Molyneux-Richards bought around 25k shares on-market at roughly AU$14.69 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 AU$2.7m more in shares than they bought in the last 12 months. New Risk • May 05
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.3% 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 Shareholders have been diluted in the past year (4.3% increase in shares outstanding). Significant insider selling over the past 3 months (AU$2.7m sold). Aankondiging • Apr 27
Nick Scali Limited has completed a Follow-on Equity Offering in the amount of AUD 50.000001 million. Nick Scali Limited has completed a Follow-on Equity Offering in the amount of AUD 50.000001 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 3,773,585
Price\Range: AUD 13.25
Discount Per Security: AUD 0.59626
Transaction Features: Subsequent Direct Listing Aankondiging • Apr 25
Nick Scali Limited has filed a Follow-on Equity Offering in the amount of AUD 10 million. Nick Scali Limited has filed a Follow-on Equity Offering in the amount of AUD 10 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 754,717
Price\Range: AUD 13.25 Recent Insider Transactions • Apr 05
Independent Non-Executive Director recently sold AU$382k worth of stock On the 27th of March, Carole Molyneux-Richards sold around 25k shares on-market at roughly AU$15.26 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$2.3m. Insiders have been net sellers, collectively disposing of AU$3.1m more than they bought in the last 12 months. Upcoming Dividend • Feb 26
Upcoming dividend of AU$0.35 per share Eligible shareholders must have bought the stock before 04 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Australian dividend payers (6.5%). In line with average of industry peers (4.8%). Recent Insider Transactions • Feb 15
Independent Non-Executive Chairman recently sold AU$2.3m worth of stock On the 12th of February, John Ingram sold around 157k shares on-market at roughly AU$14.88 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by AU$2.7m. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to AU$15.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$19.88 per share. Declared Dividend • Feb 08
First half dividend of AU$0.35 announced Shareholders will receive a dividend of AU$0.35. Ex-date: 4th March 2024 Payment date: 26th March 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 07
First half 2024 earnings released: EPS: AU$0.53 (vs AU$0.75 in 1H 2023) First half 2024 results: EPS: AU$0.53 (down from AU$0.75 in 1H 2023). Revenue: AU$226.6m (down 20% from 1H 2023). Net income: AU$43.0m (down 29% from 1H 2023). Profit margin: 19% (down from 21% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year. Aankondiging • Jan 16
Nick Scali Limited to Report First Half, 2024 Results on Feb 06, 2024 Nick Scali Limited announced that they will report first half, 2024 results on Feb 06, 2024 Aankondiging • Dec 15
Nick Scali Limited Announces Board Changes Nick Scali Limited announced that Stephen Goddard will be retiring as a Non-Executive Director on 31 December 2023. Stephen Goddard has been a Non-Executive Director since March 2018 and is currently Chair of the Audit and Risk Committee of Nick Scali Limited. Nick Scali Limited Non-Executive Director Kathy Parsons will be appointed Chair of the Audit and Risk Committee effective 1 January 2024. Upcoming Dividend • Sep 19
Upcoming dividend of AU$0.35 per share at 6.4% yield Eligible shareholders must have bought the stock before 26 September 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (6.1%). Recent Insider Transactions • Sep 07
Independent Non-Executive Chairman recently bought AU$351k worth of stock On the 6th of September, John Ingram bought around 28k shares on-market at roughly AU$12.35 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Aankondiging • Aug 31
Nick Scali Limited, Annual General Meeting, Oct 19, 2023 Nick Scali Limited, Annual General Meeting, Oct 19, 2023. Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to AU$12.63, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Specialty Retail industry in Australia. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$22.76 per share. Aankondiging • Aug 12
Nick Scali Limited Declares Fully Franked Final Dividend for the Year Ended June 30, 2023, Payable on 18 October 2023 Nick Scali Limited declared a fully franked final dividend of 35.0 cents per ordinary share for the year ended June 30, 2023 with a record date of 27 September 2023 to be paid on 18 October 2023. Ex-date is September 26, 2023. Reported Earnings • Aug 11
Full year 2023 earnings released: EPS: AU$1.25 (vs AU$0.93 in FY 2022) Full year 2023 results: EPS: AU$1.25 (up from AU$0.93 in FY 2022). Revenue: AU$507.7m (up 15% from FY 2022). Net income: AU$101.1m (up 35% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Aug 03
Now 20% undervalued Over the last 90 days, the stock is up 9.6%. The fair value is estimated to be AU$13.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to decline by 1.2% per annum. Earnings is also forecast to decline by 7.5% per annum over the same time period. Aankondiging • Jul 22
Nick Scali Limited to Report Fiscal Year 2023 Results on Aug 11, 2023 Nick Scali Limited announced that they will report fiscal year 2023 results on Aug 11, 2023 Upcoming Dividend • Feb 27
Upcoming dividend of AU$0.40 per share at 8.2% yield Eligible shareholders must have bought the stock before 06 March 2023. Payment date: 28 March 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (5.5%). Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to AU$10.12, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$13.45 per share. Buying Opportunity • Feb 07
Now 23% undervalued Over the last 90 days, the stock is up 9.2%. The fair value is estimated to be AU$13.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to decline by 1.0% per annum. Earnings is also forecast to decline by 5.3% per annum over the same time period. Reported Earnings • Feb 07
First half 2023 earnings released: EPS: AU$0.75 (vs AU$0.41 in 1H 2022) First half 2023 results: EPS: AU$0.75 (up from AU$0.41 in 1H 2022). Revenue: AU$283.9m (up 57% from 1H 2022). Net income: AU$60.6m (up 81% from 1H 2022). Profit margin: 21% (up from 19% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Australia are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 06
Nick Scali Limited Declares Fully Franked Interim Dividend, Payable on 28 March 2023 Nick Scali Limited declared a fully franked interim dividend of 40 cents per share, with a record date of the 7 March 2023 and a payment date of 28 March 2023. This represents a payout ratio of 53.5% (H1 FY22: 85%). Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment improved over the past week After last week's 18% share price gain to AU$10.95, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$20.67 per share. Upcoming Dividend • Sep 23
Upcoming dividend of AU$0.35 per share Eligible shareholders must have bought the stock before 30 September 2022. Payment date: 24 October 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 6.8%. Within top quartile of Australian dividend payers (6.8%). Higher than average of industry peers (5.9%). Recent Insider Transactions • Aug 30
Independent Non-Executive Director recently bought AU$55k worth of stock On the 25th of August, Carole Molyneux-Richards bought around 5k shares on-market at roughly AU$11.01 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$422k more in shares than they have sold in the last 12 months. Reported Earnings • Aug 24
Full year 2022 earnings released: EPS: AU$0.93 (vs AU$1.04 in FY 2021) Full year 2022 results: EPS: AU$0.93 (down from AU$1.04 in FY 2021). Revenue: AU$441.0m (up 18% from FY 2021). Net income: AU$74.9m (down 11% from FY 2021). Profit margin: 17% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 4.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment improved over the past week After last week's 16% share price gain to AU$8.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Specialty Retail industry in Australia. Total returns to shareholders of 61% over the past three years. Recent Insider Transactions • May 24
Independent Non-Executive Director recently bought AU$94k worth of stock On the 19th of May, William Koeck bought around 10k shares on-market at roughly AU$9.02 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$231k. Insiders have collectively bought AU$367k more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 14
Independent Non-Executive Chairman recently bought AU$231k worth of stock On the 10th of May, John Ingram bought around 25k shares on-market at roughly AU$9.25 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Upcoming Dividend • Feb 25
Upcoming dividend of AU$0.35 per share Eligible shareholders must have bought the stock before 04 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (4.9%). Reported Earnings • Feb 05
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: AU$0.41 (down from AU$0.50 in 1H 2021). Revenue: AU$180.3m (up 5.4% from 1H 2021). Net income: AU$33.6m (down 17% from 1H 2021). Profit margin: 19% (down from 24% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 23%, compared to a 5.3% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improved over the past week After last week's 22% share price gain to AU$13.28, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total returns to shareholders of 163% over the past three years. Upcoming Dividend • Sep 24
Upcoming dividend of AU$0.25 per share Eligible shareholders must have bought the stock before 01 October 2021. Payment date: 25 October 2021. Trailing yield: 5.6%. Within top quartile of Australian dividend payers (5.4%). Higher than average of industry peers (4.6%). Reported Earnings • Aug 07
Full year 2021 earnings released: EPS AU$1.04 (vs AU$0.52 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$373.0m (up 42% from FY 2020). Net income: AU$84.2m (up 100% from FY 2020). Profit margin: 23% (up from 16% 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 23% per year whereas the company’s share price has increased by 27% per year. Aankondiging • Jul 20
Nick Scali Confirms Talks with Greenlit Brands to Buy Plush Sofas Business Nick Scali Limited confirmed that it is in non-exclusive discussions with Greenlit Brands Pty Limited regarding a potential acquisition of plush sofas business.no certainty that current discussions, ongoing and incomplete, will result in a binding deal for plush. Nick Scali sees to be able to fund any transaction with greenlit brands with combination of cash on hand and debt. Aankondiging • May 06
Nick Scali Limited Provides Earnings Guidance for Fourth Quarter and Full Year 2021 Nick Scali Limited provided earnings guidance for fourth quarter and full year 2021. For the quarter the company announced that Notwithstanding container availability continuing to affect the Company's supply chain, FY21 year-to-date sales revenue growth is approximately 44% to the end of April and is expected to continue through Fourth Quarter FY21.
For the year, the company announced that Net Profit After Tax for the year ending 30 June 2021 is expected to be in the range of $78 million to $80 million an increase of approximately 85% to 90% on the previous financial year. Upcoming Dividend • Mar 01
Upcoming Dividend of AU$0.40 Per Share Will be paid on the 30th of March to those who are registered shareholders by the 8th of March. The trailing yield of 6.1% is in the top quartile of Australian dividend payers (5.3%), and it is higher than industry peers (4.0%). Is New 90 Day High Low • Feb 09
New 90-day high: AU$11.30 The company is up 40% from its price of AU$8.08 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail 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 AU$12.95 per share. Reported Earnings • Feb 05
First half 2021 earnings released: EPS AU$0.50 (vs AU$0.26 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$171.1m (up 24% from 1H 2020). Net income: AU$40.6m (up 90% from 1H 2020). Profit margin: 24% (up from 16% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year. Aankondiging • Jan 27
Nick Scali Limited to Report First Half, 2021 Results on Feb 04, 2021 Nick Scali Limited announced that they will report first half, 2021 results on Feb 04, 2021 Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improved over the past week After last week's 16% share price gain to AU$11.15, the stock is trading at a trailing P/E ratio of 21.5x, up from the previous P/E ratio of 18.5x. This compares to an average P/E of 20x in the Specialty Retail industry in Australia. Total returns to shareholders over the past three years are 89%. Is New 90 Day High Low • Dec 30
New 90-day high: AU$9.83 The company is up 16% from its price of AU$8.47 on 02 October 2020. The Australian market is also up 16% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$14.68 per share. Is New 90 Day High Low • Dec 03
New 90-day high: AU$9.32 The company is up 11% from its price of AU$8.41 on 04 September 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$12.31 per share. Aankondiging • Oct 29
Nick Scali Limited Revises Earnings Guidance for the First Half of Fiscal Year 2021 Nick Scali Limited revised earnings guidance for the first half of fiscal year 2021. The continued elevated level of sales orders has led to a revision of the net profit after tax ("NPAT") forecast for the first half of fiscal year 2021. NCK had previously provided guidance in August that NPAT for the first half would be 50%-60% more than the previous year. However, even allowing for delays in its supply chain caused by the current reduction of inbound shipping and the reduced availability of containers, the Company now anticipates that first half NPAT for fiscal year 2021 will be 70%-80% more than fiscal year 2020. Any delays in delivering orders as a result of supply chain disruptions will flow into the second half of fiscal year 2021 as revenue. Aankondiging • Oct 27
Nick Scali Limited Appoints William (Bill) Koeck as Director Nick Scali Limited announced the appointment of Mr. William (Bill) Koeck as director. Aankondiging • Jul 22
Nick Scali Limited to Report Fiscal Year 2020 Results on Aug 06, 2020 Nick Scali Limited announced that they will report fiscal year 2020 results at 10:14 PM, GMT Standard Time on Aug 06, 2020 
