IPD Group Limited

ASX:IPG Stock Report

Market Cap: AU$602.0m

IPD Group Future Growth

Future criteria checks 3/6

IPD Group is forecast to grow earnings and revenue by 12.2% and 10.2% per annum respectively. EPS is expected to grow by 12.4% per annum. Return on equity is forecast to be 17.7% in 3 years.

Key information

12.2%

Earnings growth rate

12.40%

EPS growth rate

Trade Distributors earnings growth17.4%
Revenue growth rate10.2%
Future return on equity17.72%
Analyst coverage

Low

Last updated25 May 2026

Recent future growth updates

Recent updates

Narrative Update Jun 03

IPG: Future Returns Will Rely On Fair Pricing And Stable Earnings Multiple

Analysts have lifted their price target for IPD Group to A$6.05 from A$5.24, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news for IPD Group is provided here, so the updated analyst price target is the main fresh datapoint available right now.
Narrative Update May 04

IPG: Future Returns Will Rely On Upcoming Dividend And Steady Earnings Multiple

Analysts have raised their price target on IPD Group to A$5.24 from A$5.14, reflecting updated assumptions for growth, margins and future P/E expectations. What's in the News IPD Group Limited declared an ordinary fully franked dividend of A$0.068 per share for the six months ended December 31, 2025 (Key Developments).
Narrative Update Apr 12

IPG: Future Returns Will Rely On Stable Dividend And Fair Valuation

Analysts have made a modest adjustment to their price target for IPD Group. The updated view reflects small changes to the discount rate, long term revenue growth, profit margin assumptions and forward P/E.
Narrative Update Mar 28

IPG: Future Returns Will Rely On Fully Franked Dividend Income

Analysts have slightly trimmed their price target for IPD Group to A$5.14 from A$5.16, citing updated assumptions for revenue growth, profit margins and future P/E that still point to a broadly similar outlook for the business. What's in the News IPD Group declared an ordinary fully franked dividend of A$0.068 per share for the six months ended 31 December 2025 (Key Developments).
Narrative Update Mar 13

IPG: Future Returns Will Rely On Dividend Income And Stable Earnings Assumptions

Analysts have nudged their price target for IPD Group slightly higher to A$5.16. This reflects fine tuning of assumptions around discount rate, revenue growth, profit margin and future P/E rather than a major shift in view.
Narrative Update Feb 26

IPG: Future Returns Will Balance Dividend Cash Flow And Steady Earnings Assumptions

Analysts have adjusted their price target for IPD Group to reflect updated assumptions on fair value, discount rate, revenue, profit margin and future P/E, resulting in a modest move in the implied valuation in A$ terms. What's in the News IPD Group declared an ordinary fully franked dividend of A$0.068 per share for the six months ended December 31, 2025, with a record date of March 27, 2026.
Narrative Update Feb 10

IPG: Stable Fair Value Outlook Will Reflect Updated Return Assumptions

Analysts have adjusted their price target for IPD Group to A$5.13 per share from A$5.13, reflecting updated assumptions around the discount rate and future P/E multiple, while keeping the underlying fair value estimate unchanged. Valuation Changes Fair Value: The fair value estimate is unchanged at A$5.13 per share.
Narrative Update Jan 26

IPG: Higher Margin Outlook And Revenue Assumptions Will Support Long Term Performance

Analysts have lifted their price target on IPD Group from A$5.03 to A$5.13, citing updated assumptions around revenue growth, profit margins and a slightly lower P/E multiple in their valuation work. Valuation Changes Fair Value: revised from A$5.03 to A$5.13, implying a small uplift in the analyst valuation anchor.
Narrative Update Jan 11

IPG: Higher Margin Outlook Will Support Stronger Long Term Share Performance

Analysts have increased their fair value estimate for IPD Group to A$5.03 from A$4.62, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. Valuation Changes Fair Value: revised from A$4.62 to A$5.03, reflecting a modest uplift in the estimate.
Analysis Article Dec 17

IPD Group Limited's (ASX:IPG) Price Is Right But Growth Is Lacking After Shares Rocket 26%

IPD Group Limited ( ASX:IPG ) shareholders would be excited to see that the share price has had a great month, posting...
Analysis Article Oct 10

Why IPD Group Limited (ASX:IPG) Could Be Worth Watching

IPD Group Limited ( ASX:IPG ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Analysis Article Aug 27

IPD Group (ASX:IPG) Has Announced A Dividend Of A$0.062

The board of IPD Group Limited ( ASX:IPG ) has announced that it will pay a dividend of A$0.062 per share on the 8th of...
Narrative Update Aug 26

Expanding Into EV Charging And Data Centers Will Unlock Future Opportunities

Despite lower consensus revenue growth forecasts, a significant improvement in net profit margin has supported an upward revision of IPD Group’s consensus analyst price target from A$4.24 to A$4.46. Valuation Changes Summary of Valuation Changes for IPD Group The Consensus Analyst Price Target has risen from A$4.24 to A$4.46.
Analysis Article Jul 18

IPD Group Limited's (ASX:IPG) Price Is Right But Growth Is Lacking After Shares Rocket 25%

Those holding IPD Group Limited ( ASX:IPG ) shares would be relieved that the share price has rebounded 25% in the last...
Analysis Article May 28

We Ran A Stock Scan For Earnings Growth And IPD Group (ASX:IPG) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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New Narrative Feb 11

Expansion Into EV Infrastructure And Renewable Energy Will Unlock Future Potential

Strategic acquisitions and EV infrastructure focus position IPD Group for future revenue growth due to favorable industry trends and increased market demand.
Analysis Article Nov 22

Estimating The Fair Value Of IPD Group Limited (ASX:IPG)

Key Insights IPD Group's estimated fair value is AU$4.70 based on 2 Stage Free Cash Flow to Equity With AU$4.18 share...
Analysis Article Sep 18

IPD Group (ASX:IPG) Is Increasing Its Dividend To A$0.047

The board of IPD Group Limited ( ASX:IPG ) has announced that it will be paying its dividend of A$0.047 on the 3rd of...
Analysis Article Aug 28

IPD Group's (ASX:IPG) Shareholders Will Receive A Bigger Dividend Than Last Year

IPD Group Limited ( ASX:IPG ) has announced that it will be increasing its dividend from last year's comparable payment...
Analysis Article Aug 26

Earnings Update: IPD Group Limited (ASX:IPG) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Investors in IPD Group Limited ( ASX:IPG ) had a good week, as its shares rose 3.1% to close at AU$4.38 following the...
Analysis Article Apr 02

We Like IPD Group's (ASX:IPG) Returns And Here's How They're Trending

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Nov 18

Calculating The Fair Value Of IPD Group Limited (ASX:IPG)

In this article we are going to estimate the intrinsic value of IPD Group Limited ( ASX:IPG ) by projecting its future...

Earnings and Revenue Growth Forecasts

ASX:IPG - Analysts future estimates and past financials data (AUD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
6/30/20284833733415
6/30/20274553429355
6/30/20264093122275
12/31/2025370273032N/A
9/30/2025363273436N/A
6/30/2025355263739N/A
3/31/2025351263739N/A
12/31/2024347263739N/A
9/30/2024319242931N/A
6/30/2024290222223N/A
3/31/2024264201416N/A
12/31/20232371868N/A
9/30/20232321768N/A
6/30/20232271657N/A
3/31/20232161568N/A
12/31/20222061479N/A
9/30/202219113810N/A
6/30/202217711911N/A
3/31/202216210910N/A
12/31/2021147889N/A
9/30/20211327910N/A
6/30/202111871010N/A
6/30/20208841010N/A
6/30/2019760N/A2N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: IPG's forecast earnings growth (12.2% per year) is above the savings rate (3.6%).

Earnings vs Market: IPG's earnings (12.2% per year) are forecast to grow faster than the Australian market (12% per year).

High Growth Earnings: IPG's earnings are forecast to grow, but not significantly.

Revenue vs Market: IPG's revenue (10.2% per year) is forecast to grow faster than the Australian market (6% per year).

High Growth Revenue: IPG's revenue (10.2% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: IPG's Return on Equity is forecast to be low in 3 years time (17.7%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/12 09:04
End of Day Share Price 2026/06/12 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IPD Group Limited is covered by 6 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sam BrandwoodBell Potter
Joseph HouseBell Potter
Matthew ChenMA Moelis Australia Securities Pty Ltd