Supply Network Future Growth

Future criteria checks 4/6

Supply Network is forecast to grow earnings and revenue by 14.2% and 12.3% per annum respectively. EPS is expected to grow by 13.9% per annum. Return on equity is forecast to be 34.5% in 3 years.

Key information

14.2%

Earnings growth rate

13.9%

EPS growth rate

Retail Distributors earnings growth	14.4%
Revenue growth rate	12.3%
Future return on equity	34.5%
Analyst coverage	Low
Last updated	10 Oct 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

CHIA:SNL - Analysts future estimates and past financials data (AUD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
6/30/2027	439	51	37	49	4
6/30/2026	392	45	30	42	4
6/30/2025	346	39	23	35	3
6/30/2024	303	33	12	16	N/A
3/31/2024	291	31	11	15	N/A
12/31/2023	278	30	10	14	N/A
9/30/2023	265	29	12	17	N/A
6/30/2023	252	27	15	19	N/A
3/31/2023	237	25	18	22	N/A
12/31/2022	221	23	21	25	N/A
9/30/2022	210	22	18	21	N/A
6/30/2022	198	20	15	18	N/A
3/31/2022	190	19	14	16	N/A
12/31/2021	181	17	12	15	N/A
9/30/2021	172	16	14	16	N/A
6/30/2021	163	14	15	17	N/A
3/31/2021	155	13	14	16	N/A
12/31/2020	147	11	13	15	N/A
9/30/2020	142	10	11	13	N/A
6/30/2020	137	10	9	11	N/A
3/31/2020	134	9	6	9	N/A
12/31/2019	132	9	3	6	N/A
9/30/2019	128	9	1	4	N/A
6/30/2019	124	9	0	2	N/A
3/31/2019	121	9	0	3	N/A
12/31/2018	118	8	1	4	N/A
9/30/2018	115	8	2	5	N/A
6/30/2018	112	8	3	6	N/A
3/31/2018	108	8	N/A	6	N/A
12/31/2017	104	8	N/A	5	N/A
9/30/2017	101	7	N/A	5	N/A
6/30/2017	98	7	N/A	6	N/A
3/31/2017	94	6	N/A	6	N/A
12/31/2016	91	5	N/A	6	N/A
9/30/2016	89	5	N/A	5	N/A
6/30/2016	87	5	N/A	4	N/A
3/31/2016	87	5	N/A	5	N/A
12/31/2015	86	5	N/A	6	N/A
9/30/2015	86	6	N/A	7	N/A
6/30/2015	85	6	N/A	8	N/A
3/31/2015	84	6	N/A	6	N/A
12/31/2014	83	6	N/A	4	N/A
9/30/2014	82	6	N/A	3	N/A
6/30/2014	81	6	N/A	1	N/A
3/31/2014	78	6	N/A	1	N/A
12/31/2013	75	5	N/A	2	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SNL's forecast earnings growth (14.2% per year) is above the savings rate (2.6%).

Earnings vs Market: SNL's earnings (14.2% per year) are forecast to grow faster than the Australian market (12.4% per year).

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

Revenue vs Market: SNL's revenue (12.3% per year) is forecast to grow faster than the Australian market (5.7% per year).

High Growth Revenue: SNL's revenue (12.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SNL's Return on Equity is forecast to be high in 3 years time (34.5%)

Supply Network Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Supply Network Limited Provides Earnings Guidance for 2025

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024

Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2023

Supply Network Limited Provides Consolidated Sales Revenue Guidance for the Full Year 2022

Supply Network Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021

Recent updates

Non-Executive Director recently sold AU$6.9m worth of stock

Supply Network Limited, Annual General Meeting, Nov 27, 2024

New minor risk - Shareholder dilution

Upcoming dividend of AU$0.33 per share

Non-Executive Director recently sold AU$29m worth of stock

Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.67 in FY 2023)

Supply Network Limited Provides Earnings Guidance for 2025

First half dividend increased to AU$0.33

Non-Executive Director recently sold AU$72k worth of stock

Upcoming dividend of AU$0.23 per share

Non-Executive Director recently sold AU$93k worth of stock

First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)

New major risk - Earnings quality

Final dividend of AU$0.23 announced

Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024

Non-Executive Director recently sold AU$74m worth of stock

Non-Executive Director recently sold AU$154k worth of stock

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024

Non-Executive Director recently bought AU$2.4m worth of stock

Supply Network Limited, Annual General Meeting, Nov 29, 2023

Insider recently sold AU$15m worth of stock

Upcoming dividend of AU$0.28 per share at 3.7% yield

Full year 2023 earnings released: EPS: AU$0.67 (vs AU$0.49 in FY 2022)

New minor risk - Financial data availability

Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023

New minor risk - Insider selling

Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023

No independent directors

No independent directors

Upcoming dividend of AU$0.20 per share at 3.3% yield

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

No independent directors

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

Supply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023

No independent directors

Supply Network Limited Announces Executive Changes

No independent directors

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2023

Full year 2022 earnings released: EPS: AU$0.49 (vs AU$0.34 in FY 2021)

Supply Network Limited, Annual General Meeting, Nov 25, 2022

No independent directors

Supply Network Limited Provides Consolidated Sales Revenue Guidance for the Full Year 2022

Upcoming dividend of AU$0.12 per share

No independent directors

Supply Network Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021

Investor sentiment improved over the past week

No independent directors

Insufficient new directors

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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