Johns Lyng Group Future Growth

Future criteria checks 3/6

Johns Lyng Group is forecast to grow earnings and revenue by 13.5% and 6.3% per annum respectively. EPS is expected to grow by 11.5% per annum. Return on equity is forecast to be 12.8% in 3 years.

Key information

13.5%

Earnings growth rate

11.5%

EPS growth rate

Construction earnings growth	13.1%
Revenue growth rate	6.3%
Future return on equity	12.8%
Analyst coverage	Good
Last updated	28 Aug 2024

Recent future growth updates

Recent updates

Johns Lyng Group Limited's (ASX:JLG) Business Is Trailing The Market But Its Shares Aren't

May 22

If EPS Growth Is Important To You, Johns Lyng Group (ASX:JLG) Presents An Opportunity

May 07

We Think Johns Lyng Group (ASX:JLG) Can Manage Its Debt With Ease

Apr 04

Johns Lyng Group Limited's (ASX:JLG) Shareholders Might Be Looking For Exit

Feb 07

An Intrinsic Calculation For Johns Lyng Group Limited (ASX:JLG) Suggests It's 43% Undervalued

Dec 02

Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 41% Undervaluation?

Jun 10

Estimating The Fair Value Of Johns Lyng Group Limited (ASX:JLG)

Jan 20

We Take A Look At Why Johns Lyng Group Limited's (ASX:JLG) CEO Compensation Is Well Earned

Nov 11

Is Johns Lyng Group (ASX:JLG) A Risky Investment?

Nov 01

Here's Why We Think Johns Lyng Group (ASX:JLG) Is Well Worth Watching

Sep 17

Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 22% Undervaluation?

Sep 05

Does Johns Lyng Group (ASX:JLG) Have A Healthy Balance Sheet?

Jun 28

Calculating The Intrinsic Value Of Johns Lyng Group Limited (ASX:JLG)

Jun 02

Johns Lyng Group (ASX:JLG) Has A Rock Solid Balance Sheet

Mar 14

How Much is Johns Lyng Group's (ASX:JLG) CEO Getting Paid?

Feb 27

Johns Lyng Group's (ASX:JLG) Earnings Are Growing But Is There More To The Story?

Feb 14

A Look At The Intrinsic Value Of Johns Lyng Group Limited (ASX:JLG)

Feb 05

Earnings and Revenue Growth Forecasts

ASX:JLG - Analysts future estimates and past financials data (AUD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
6/30/2027	1,376	71	105	117	8
6/30/2026	1,316	66	85	99	12
6/30/2025	1,162	56	64	101	8
6/30/2024	1,159	48	20	29	N/A
3/31/2024	1,208	47	51	60	N/A
12/31/2023	1,256	45	83	91	N/A
9/30/2023	1,269	46	105	116	N/A
6/30/2023	1,281	47	126	141	N/A
3/31/2023	1,220	43	88	102	N/A
12/31/2022	1,159	38	49	63	N/A
9/30/2022	1,027	32	33	44	N/A
6/30/2022	895	25	18	25	N/A
3/31/2022	778	23	20	25	N/A
12/31/2021	662	21	21	26	N/A
9/30/2021	615	20	23	27	N/A
6/30/2021	568	19	26	28	N/A
3/31/2021	554	18	44	46	N/A
12/31/2020	539	18	62	64	N/A
9/30/2020	517	17	55	57	N/A
6/30/2020	495	16	49	50	N/A
3/31/2020	456	15	33	34	N/A
12/31/2019	416	13	17	18	N/A
9/30/2019	376	13	18	18	N/A
6/30/2019	335	13	19	19	N/A
3/31/2019	315	12	18	18	N/A
12/31/2018	295	12	17	17	N/A
9/30/2018	293	11	17	17	N/A
6/30/2018	290	11	16	17	N/A
3/31/2018	284	12	N/A	15	N/A
12/31/2017	278	13	N/A	14	N/A
9/30/2017	264	12	N/A	13	N/A
6/30/2017	250	10	N/A	12	N/A
6/30/2016	242	13	N/A	15	N/A
6/30/2015	228	3	N/A	1	N/A
6/30/2014	207	4	N/A	8	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: JLG's forecast earnings growth (13.5% per year) is above the savings rate (2.4%).

Earnings vs Market: JLG's earnings (13.5% per year) are forecast to grow faster than the Australian market (12.3% per year).

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

Revenue vs Market: JLG's revenue (6.3% per year) is forecast to grow faster than the Australian market (5.4% per year).

High Growth Revenue: JLG's revenue (6.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: JLG's Return on Equity is forecast to be low in 3 years time (12.8%).

Johns Lyng Group Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 18%

Price target decreased by 9.9% to AU$7.26

Price target decreased by 7.3% to AU$7.52

Consensus revenue estimates increase by 11%

Johns Lyng Group Limited Provides Sales Guidance for the Fiscal Year 2023

Johns Lyng Group Limited Re-Confirms Earnings Guidance for the Fiscal Year 2023

Recent updates

Full year 2024 earnings: EPS and revenues miss analyst expectations

Johns Lyng Group Limited, Annual General Meeting, Nov 13, 2024

Investor sentiment deteriorates as stock falls 25%

Johns Lyng Group Limited to Report Fiscal Year 2024 Results on Aug 27, 2024

Johns Lyng Group Limited's (ASX:JLG) Business Is Trailing The Market But Its Shares Aren't

If EPS Growth Is Important To You, Johns Lyng Group (ASX:JLG) Presents An Opportunity

Now 20% undervalued after recent price drop

We Think Johns Lyng Group (ASX:JLG) Can Manage Its Debt With Ease

Board Member recently sold AU$618k worth of stock

Now 20% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 18%

Now 21% undervalued

First half dividend of AU$0.047 announced

First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.097 in 1H 2023)

Johns Lyng Group Limited's (ASX:JLG) Shareholders Might Be Looking For Exit

Johns Lyng Group Limited to Report First Half, 2024 Results on Feb 27, 2024

An Intrinsic Calculation For Johns Lyng Group Limited (ASX:JLG) Suggests It's 43% Undervalued

Do Johns Lyng Group's (ASX:JLG) Earnings Warrant Your Attention?

Johns Lyng Group Limited Appoints Ms Shannon Coates as Company Secretary

Is Johns Lyng Group Limited (ASX:JLG) Trading At A 38% Discount?

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ended June 30, 2023, Payment Date of September 18, 2023

Johns Lyng Group Limited, Annual General Meeting, Nov 23, 2023

Johns Lyng Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023

New minor risk - Shareholder dilution

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 64.375 million.

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire 70% stake in Link Fire Holdings Pty Ltd for AUD 11.7 million.

Price target decreased by 9.9% to AU$7.26

Price target decreased by 7.3% to AU$7.52

Calculating The Intrinsic Value Of Johns Lyng Group Limited (ASX:JLG)

Non-Executive Director recently sold AU$675k worth of stock

Johns Lyng Group (ASX:JLG) Has A Rock Solid Balance Sheet

Consensus revenue estimates increase by 11%

First half 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Announces Board Changes

An unknown buyer acquired a 1.54% stake in Johns Lyng Group Limited (ASX:JLG) from Lindsay Barber.

Johns Lyng Group Limited Provides Sales Guidance for the Fiscal Year 2023

Investor sentiment deteriorated over the past week

Johns Lyng Group Limited acquired 60% stake in A1 Estimates Pty Ltd for AUD 2.34 million.

Less than half of directors are independent

Johns Lyng Group (ASX:JLG) Ticks All The Boxes When It Comes To Earnings Growth

Johns Lyng Group Limited, Annual General Meeting, Nov 17, 2022

MD, CEO & Executive Director recently sold AU$25m worth of stock

Johns Lyng Group Limited Re-Confirms Earnings Guidance for the Fiscal Year 2023

Johns Lyng Group (ASX:JLG) Seems To Use Debt Rather Sparingly

Johns Lyng Group Limited Provides Financial Guidance for Fiscal Year 2023

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Declares a Fully Franked Final Dividend, Payable on 19 September 2022

Johns Lyng Group Limited (ASX:JLG) acquired Bright & Duggan Group Pty Ltd. from Trevor Bright for AUD 25.6 million.

Now 21% undervalued

Johns Lyng Group Limited to Report Fiscal Year 2022 Results on Aug 29, 2022

Non-Executive Director recently sold AU$1.3m worth of stock

Investor sentiment improved over the past week

Price target decreased to AU$7.89

Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 41% Undervaluation?

Johns Lyng Group Limited Revises Earnings Guidance for the Year 2022

Board Member recently bought AU$439k worth of stock

COO & Executive Director recently sold AU$6.7m worth of stock

Johns Lyng Group Limited Provides Earnings Guidance for the Year 2022

Less than half of directors are independent

MD, CEO & Executive Director recently bought AU$984k worth of stock

First half 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Revises Earnings Guidance for the Fiscal Year 2022

Johns Lyng Group Limited to Report First Half, 2022 Results on Feb 22, 2022

Now 20% undervalued

Estimating The Fair Value Of Johns Lyng Group Limited (ASX:JLG)

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 42.686272 million.

MD, CEO & Executive Director recently bought AU$10.0m worth of stock