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SGH Limited Stock Price

ASX:SGH Community·AU$16.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

SGH Share Price Performance

AU$39.61
-10.80 (-21.42%)
AU$48.19
Fair Value
AU$39.61
-10.80 (-21.42%)
17.8% undervalued intrinsic discount
AU$48.19
Fair Value
Price AU$39.61
AnalystConsensusTarget AU$48.19
AnalystHighTarget AU$58.00
AnalystLowTarget AU$42.72

SGH Community Narratives

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Fair Value AU$48.19 17.8% undervalued intrinsic discount

Australian Infrastructure And Energy Sectors Will Unlock Enduring Value

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·
Fair Value AU$58 31.7% undervalued intrinsic discount

Accelerated Digital, AI And Cloud Trends Will Unlock Secular Opportunities

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Fair Value AU$42.72 7.3% undervalued intrinsic discount

Reshoring Pressures And Regulatory Hurdles Will Weigh On Prospects

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AU$42.72
7.3% undervalued intrinsic discount
Revenue
2.27% p.a.
Profit Margin
11.58%
Future PE
17.19x
Price in 2029
AU$54.67

Trending Discussion

No trending discussion available.

Updated Narratives

SGH logo

SGH: Buyback Plan And 2028 Capital Sales Outlook Will Drive Upside

Fair Value: AU$48.19 17.8% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SGH: Crux Cashflows And Buyback Will Drive Future Upside Repricing

Fair Value: AU$58 31.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SGH: Future Returns Will Rely On Crux Cashflows And Margin Strength

Fair Value: AU$42.72 7.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Proven track record average dividend payer.

1 Risk
4 Rewards

SGH Limited Key Details

AU$10.5b

Revenue

AU$8.7b

Cost of Revenue

AU$1.8b

Gross Profit

AU$1.1b

Other Expenses

AU$655.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.61
16.92%
6.24%
75.7%
View Full Analysis

About SGH

Founded
2010
Employees
10607
CEO
Ryan Stokes
WebsiteView website
sghl.com.au

SGH Limited engages in the heavy equipment sales and service, equipment hire, construction materials, media, broadcasting, and energy assets businesses. The company operates through WesTrac, Coates, Boral, Energy, Media Investments, and Other Investments segments. It operates as a Caterpillar dealer providing heavy equipment sales and support services. The company also offers a range of general and specialist equipment on hire to various markets, including engineering, building construction and maintenance, mining and resources, manufacturing, government, and events. In addition, it is involved in the designing, manufacturing, assembly, distribution, and support of mobile lighting towers, as well as dewatering and pumping equipment; and distribution of FG Wilson generators and Perkins engines. Further, the company invests in listed and unlisted media organizations, as well as private equity investments; and holds oil and gas interests; invests in properties; and produces and sells construction materials comprising quarry products, cement, concrete, asphalt, and recycled materials. It operates in Australia and the United States of America. The company was formerly known as Seven Group Holdings Limited and changed its name to SGH Limited in November 2024. SGH Limited was incorporated in 2010 and is headquartered in Sydney, Australia.

Recent SGH News & Updates

Narrative Update Aug 22

SGH: Buyback Plan And 2028 Capital Sales Outlook Will Drive Upside

Analysts have trimmed their fair value estimate for SGH to A$48.19 from A$50.35, pointing to slightly softer assumptions for revenue growth and profit margins. A fresh A$49 price target also highlights expectations for organic growth to pick up around fiscal 2028 as WesTrac capital sales increase.

Recent updates

No updates