MND Share Price Performance
AU$26.97
14.55 (117.15%)
69.1% overvalued intrinsic discount
AU$15.95
Fair Value
Price AU$26.97
AnalystLowTarget AU$15.95
AnalystHighTarget AU$24.40
AnalystConsensusTarget AU$21.82
Fair ValueAU$15.95
Share Pricen/a
Monadelphous Group Limited Stock Price
- 3 Narratives written by author
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- 13 Fair Values set on narratives written by author
MND Community Narratives
AN
Fair Value AU$15.95 69.1% overvalued intrinsic discount
Australia's Wage Pressures And Diminishing Contracts Will Squeeze Margins
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AN
Fair Value AU$24.4 10.5% overvalued intrinsic discount
Global Decarbonisation And Asia-Pacific Urbanisation Will Boost Clean Infrastructure Investment
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AN
Fair Value AU$21.82 23.6% overvalued intrinsic discount
Decarbonisation And Battery Storage Will Shape Future Markets
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Decarbonisation And Battery Storage Will Shape Future Markets
Key Takeaways Accelerated investment in renewables and entry into adjacent sectors is diversifying revenue streams, reducing reliance on mining, and supporting long-term earnings stability. Strong client relationships and recurring multi-year contracts underpin resilient order books, stable cash flow, and sustained dividend capacity.Read more
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AN
AU$21.82
23.6% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
7.03% p.a.
Profit Margin
3.8%
Future PE
27.02x
Share price in 2028
AU$27.49
Global Decarbonisation And Asia-Pacific Urbanisation Will Boost Clean Infrastructure Investment
Key Takeaways Strong contract wins, focus on cost discipline, and expanding into energy transition and mining services position Monadelphous for sustained revenue and margin growth. Strategic acquisitions and entry into new verticals support both organic and inorganic growth, enhancing resilience and outperforming market expectations.Read more
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AN
AU$24.4
10.5% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
10.48% p.a.
Profit Margin
4.02%
Future PE
25.75x
Share price in 2028
AU$30.47
Australia's Wage Pressures And Diminishing Contracts Will Squeeze Margins
Key Takeaways Shifting energy markets, labor shortages, and escalating compliance demands are compressing margins and shrinking core opportunities, threatening operational efficiency and profitability. Dependence on a small group of major clients and a limited pipeline of large projects heightens risk of revenue stagnation and vulnerability to investment cycles.Read more
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AN
AU$15.95
69.1% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
3.9% p.a.
Profit Margin
3.45%
Future PE
23.61x
Share price in 2028
AU$19.95
Snowflake Analysis
Monadelphous Group Limited Key Details
About MND
- Founded
- 1972
- Employees
- 7375
- CEO
- WebsiteView website
Monadelphous Group Limited, an engineering group, provides construction, maintenance, and industrial services to resources, energy, and infrastructure sectors in Australia, China, Mongolia, Papua New Guinea, China, Vietnam, the Philippines, and internationally. It operates through two segments, Engineering Construction, and Maintenance and Industrial Services. The company offers fabrication, modularization, offsite pre-assembly, procurement, and installation of structural steel, tankage, mechanical and process equipment, piping, demolition, and remediation works; multi-disciplined construction services; plant commissioning; electrical and instrumentation services; engineering, procurement, and construction services; process and non-process maintenance services; and front-end scoping, shutdown planning, management, and execution services. It also provides water and wastewater asset construction and maintenance; transmission pipelines and facilities construction; power and water assets operation and maintenance; heavy lift and specialist transport; access solutions; dewatering services; corrosion management services; specialist coatings; rail maintenance services; and structural concrete and associated works. In addition, the company offers turnkey heavy lift solutions, and civil and electrical services. Monadelphous Group Limited was founded in 1972 and is headquartered in Perth, Australia.
