MND Share Price Performance
AU$0
-14.91 (-100.00%)
Price AU$0
Fair ValueAU$19.59
Share Pricen/a
Monadelphous Group Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 15 Fair Values set on narratives written by author
MND Community Narratives
AN
Fair Value AU$19.59 48.1% overvalued intrinsic discount
Australia's Wage Pressures And Diminishing Contracts Will Squeeze Margins
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value AU$30.96 6.3% undervalued intrinsic discount
Decarbonisation And Battery Storage Will Shape Future Markets
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
Fair Value AU$37 21.6% undervalued intrinsic discount
Global Decarbonisation And Asia-Pacific Urbanisation Will Boost Clean Infrastructure Investment
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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
11
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AU$37
21.6% undervalued intrinsic discount
Fair Value
Revenue
11.04% p.a.
Profit Margin
4.26%
Future PE
32.17x
Price in 2029
AU$46.63
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
23
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AU$19.59
48.1% overvalued intrinsic discount
Fair Value
Revenue
5.02% p.a.
Profit Margin
3.73%
Future PE
22.95x
Price in 2029
AU$24.67
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
101
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AU$30.96
6.3% undervalued intrinsic discount
Fair Value
Revenue
6.16% p.a.
Profit Margin
4.19%
Future PE
31.28x
Price in 2029
AU$38.96
Trending Discussion
Recently Updated Narratives
AN
MND: Upcoming Franked Dividend Will Support A$37 Fair Value Confidence
Fair Value: AU$37 21.6% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
MND: Rich P/E And Dividend Outlook Will Likely Restrain Future Returns
Fair Value: AU$19.59 48.1% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
MND: Higher Fair Value And Upcoming Dividend Will Likely Support Upside
Fair Value: AU$30.96 6.3% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Solid track record with excellent balance sheet and pays a dividend.
1 Risk
2 Rewards
Monadelphous Group Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 25, 2026
- 1.06
- 7.60%
- 4.12%
- 0.8%
About MND
- Founded
- 1972
- Employees
- 8389
- 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.
