BLX Share Price Performance
AU$0
-3.35 (-100.00%)
Price AU$0
Fair ValueAU$2.62
Share Pricen/a
New Narrative • Apr 28
Beacon Lighting Group Limited Stock Price
- 3 Narratives written by author
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- 27 Fair Values set on narratives written by author
BLX Community Narratives
FU
Fair Value
·Fair Value AU$2.62 40.1% undervalued intrinsic discount
Beacon Trade and Vertical Integration leading Growth. However, economic headwinds and store rollouts could continue to fuel OpEx
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AN
Fair Value
·Fair Value AU$2.92 46.3% undervalued intrinsic discount
Sustainable LED Lighting And Omni-Channel Expansion Will Transform Market Dynamics
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AN
Fair Value
·Fair Value AU$2.13 26.3% undervalued intrinsic discount
Trade Mix And Store Rollout Challenges Will Temper Margins Yet Support Longer Term Potential
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Beacon Trade and Vertical Integration leading Growth. However, economic headwinds and store rollouts could continue to fuel OpEx
Equity Research Report-Beacon Lighting Group Company Name: Beacon Lighting Group ASX: BLX Sector: Consumer Cyclical Analyst Rating: ✅ Buy Target Price: $2.62 Current Price: $2.51 Valuation Method: Discounted Earnings Date: 19/02/2026 Analyst Name: Julian Kearney 1. Investment Thesis - Despite facing notable economic headwinds over the next 12–18 months due to RBA rate hikes, current valuations indicate moderate upside potential relative to the present share price.Read more
FU
AU$2.62
40.1% undervalued intrinsic discount
Fair Value
Revenue
6.28% p.a.
Profit Margin
12%
Future PE
18x
Price in 2031
AU$4.22
Trade Mix And Store Rollout Challenges Will Temper Margins Yet Support Longer Term Potential
Catalysts About Beacon Lighting Group Beacon Lighting Group operates a vertically integrated network focused on lighting, ceiling fans and electrical accessories for retail and trade customers in Australia and selected international markets. What are the underlying business or industry changes driving this perspective?Read more
AN
AU$2.13
26.3% undervalued intrinsic discount
Fair Value
Revenue
4.64% p.a.
Profit Margin
8.97%
Future PE
18.68x
Price in 2029
AU$2.78
Sustainable LED Lighting And Omni-Channel Expansion Will Transform Market Dynamics
Key Takeaways Innovation in energy-efficient products and omni-channel expansion are driving revenue growth and attracting new customer segments. Strategic focus on private labels and trade market partnerships is strengthening margins and supporting long-term market differentiation.Read more
AN
AU$2.92
46.3% undervalued intrinsic discount
Fair Value
Revenue
5.96% p.a.
Profit Margin
9.74%
Future PE
22.66x
Price in 2029
AU$3.8
Trending Discussion
Recently Updated Narratives
FU
Beacon Trade and Vertical Integration leading Growth. However, economic headwinds and store rollouts could continue to fuel OpEx
Fair Value: AU$2.62 40.1% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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AN
Trade Mix And Store Rollout Challenges Will Temper Margins Yet Support Longer Term Potential
Fair Value: AU$2.13 26.3% undervalued intrinsic discount
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AN
BLX: Higher Required Return Will Support Future Margin And P/E Appeal
Fair Value: AU$2.92 46.3% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
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Snowflake Analysis
Beacon Lighting Group Limited Key Details
About BLX
- Founded
- 1967
- Employees
- 1130
- CEO
- WebsiteView website
Beacon Lighting Group Limited engages in the retail of lighting products in Australia and internationally. The company designs, develops, sources, imports, distributes, merchandises, markets, and sells light fittings, ceiling fans, and light globes, as well as energy products. It also provides pendant, track, bathroom, outdoor, downlight, step, smart, LED, ceiling, DIY, spot and bar, strip and cabinet, wall light and sconce, and lamp lightning products, as well as candles. In addition, the company offers ceiling, exhaust, portable indoor, outdoor, and mammoth fans; air purifiers; pendants; floor, table, dimmable, desk and clamp, kids, bedside, and touch lamps; globes; switches; outdoor lighting products; power points and sockets; batteries, LED drivers, and transformers; smoke alarms; accessories; and clearance products. It offers its products under the MAYFAIR, MFL BY MASSON, Lucci, LEDlux, and FANAWAY brands through retail and franchised stores, as well as online. The company was founded in 1967 and is based in Nunawading, Australia.
Recent BLX News & Updates
Narrative Update • Apr 24
BLX: Higher Required Return Will Support Future Margin And P/E Appeal
Analysts have reaffirmed their fair value estimate for Beacon Lighting Group at A$2.92 per share, with only minor model adjustments to the discount rate, long term revenue growth, profit margin and future P/E assumptions shaping the updated price target view. Valuation Changes Fair Value: A$2.92 per share remains unchanged, with the updated estimate matching the prior figure.Narrative Update • Apr 06
