Tillkännagivande • Feb 26
Big River Industries Limited Announces Fully Franked Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 02, 2026 Big River Industries Limited announced the fully franked ordinary dividend of AUD 0.02000000 per share for the six months period ended December 31, 2025, payable on April 02, 2026. Record date is on March 11, 2026 with Ex date is on March 10, 2026. Tillkännagivande • Jan 23
Big River Industries Limited to Report First Half, 2026 Results on Feb 25, 2026 Big River Industries Limited announced that they will report first half, 2026 results on Feb 25, 2026 Tillkännagivande • Jan 05
Big River Industries Limited Announces Appointment of Sacha Leagh-Murray as Non-Executive Director, Effective from January 1, 2026 Big River Industries Limited announced changes to its Board of Directors, concluding a board renewal program that began in 2025. Ms. Sacha Leagh-Murray was appointed as a Non-Executive Director effective from January 1, 2026. Ms. Leagh-Murray brings extensive sector experience having held significant roles with Fletcher Building ANZ and others over her accomplished executive career. Most recently Ms. Leagh-Murray was the Executive General Manager of Laminex Australia, and a Board Member of Wespine Industries and Hexion Australia. Ms. Leagh-Murray has deep sectorial experience in the Australian building products market where she has held leadership roles in strategy, sales & marketing, innovation, customer service, and digital functions. Ms. Leagh-Murray’s appointment to the BRI Board of Directors concludes the board renewal programme commenced at the beginning of FY26 and further enhances the board’s skills and experience in support of the Company’s continued growth and evolution. Tillkännagivande • Dec 01
Big River Industries Limited has filed a Follow-on Equity Offering in the amount of AUD 10.030532 million. Big River Industries Limited has filed a Follow-on Equity Offering in the amount of AUD 10.030532 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 7,321,556
Price\Range: AUD 1.37
Transaction Features: Rights Offering Tillkännagivande • Aug 20
Big River Industries Limited, Annual General Meeting, Oct 28, 2025 Big River Industries Limited, Annual General Meeting, Oct 28, 2025. Tillkännagivande • Jul 15
Big River Industries Limited to Report Fiscal Year 2025 Results on Aug 26, 2025 Big River Industries Limited announced that they will report fiscal year 2025 results on Aug 26, 2025 Tillkännagivande • Feb 18
Big River Industries Limited Announces Ordinary Dividend for Six Months Ended December 31, 2024, Payable on April 2, 2025 On February 18, 2025 Big River Industries Limited announced Ordinary Dividend for Six Months Ended December 31, 2024, Payable on April 2, 2025. For the period, the company reported dividend of AUD 0.02000000, the ex- date is March 3, 2025, the record date is March 4, 2025 and DRP election date is March 5, 2025. Tillkännagivande • Jan 23
Big River Industries Limited to Report First Half, 2025 Results on Feb 18, 2025 Big River Industries Limited announced that they will report first half, 2025 results on Feb 18, 2025 Buy Or Sell Opportunity • Nov 06
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 18% to AU$1.32. The fair value is estimated to be AU$1.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Reported Earnings • Aug 26
Full year 2024 earnings released: EPS: AU$0.096 (vs AU$0.27 in FY 2023) Full year 2024 results: EPS: AU$0.096 (down from AU$0.27 in FY 2023). Revenue: AU$414.9m (down 7.7% from FY 2023). Net income: AU$8.03m (down 64% from FY 2023). Profit margin: 1.9% (down from 4.9% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Global Forestry industry. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Declared Dividend • Aug 24
First half dividend of AU$0.02 announced Shareholders will receive a dividend of AU$0.02. Ex-date: 30th August 2024 Payment date: 4th October 2024 Dividend yield will be 5.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 18% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to decline by 1.4% over the next 3 years. However, it would need to fall by 21% to increase the payout ratio to a potentially unsustainable range. Tillkännagivande • Aug 24
Big River Industries Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended June 30, 2024, Payable on October 4, 2024 Big River Industries Limited announced fully franked ordinary dividend of AUD 0.02000000 per share for the six months ended June 30, 2024. Record date is September 2, 2024. Ex-date is August 30, 2024. Payment date is October 4, 2024. Tillkännagivande • Aug 23
Big River Industries Limited, Annual General Meeting, Oct 31, 2024 Big River Industries Limited, Annual General Meeting, Oct 31, 2024. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to AU$1.38, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Forestry industry globally. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.99 per share. Buy Or Sell Opportunity • Aug 23
Now 31% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.2% to AU$1.38. The fair value is estimated to be AU$1.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.5% per annum over the same time period. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to AU$1.69, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Forestry industry globally. Total returns to shareholders of 9.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.87 per share. Tillkännagivande • Jul 16
Big River Industries Limited to Report Fiscal Year 2024 Results on Aug 22, 2024 Big River Industries Limited announced that they will report fiscal year 2024 results on Aug 22, 2024 New Risk • May 07
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Market cap is less than US$100m (AU$134.8m market cap, or US$89.1m). Tillkännagivande • May 03
Big River Industries Limited (ASX:BRI) acquired Trading Business And Assets Of Specialised Laminators from Specialised Laminators Queensland Big River Industries Limited (ASX:BRI) agreed to acquire Trading Business And Assets Of Specialised Laminators from Specialised Laminators Queensland for AUD10 million on March 18, 2024. The purchase consideration of AUD 10m at completion comprises AUD 7m of cash and AUD 3m in BRI ordinary shares. There is the potential for the vendors to receive an additional earnout of up to AUD4.3m, payable 70% cash and 30% BRI ordinary shares over a three-year period if certain profit growth targets are achieved. The acquisition is subject to certain procedural and administrative conditions precedent, which the Company expects will be met between now and early April 2024.
Big River Industries Limited (ASX:BRI) completed the acquisition of Trading Business And Assets Of Specialised Laminators from Specialised Laminators Queensland on May 1, 2024. New Risk • Feb 26
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: AU$149.1m (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (AU$149.1m market cap, or US$97.7m). Upcoming Dividend • Feb 26
Upcoming dividend of AU$0.055 per share Eligible shareholders must have bought the stock before 04 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (3.0%). Declared Dividend • Feb 23
First half dividend reduced to AU$0.055 Dividend of AU$0.055 is 36% lower than last year. Ex-date: 4th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.6%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 21% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Feb 22
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Tillkännagivande • Jan 18
Big River Industries Limited to Report First Half, 2024 Results on Feb 21, 2024 Big River Industries Limited announced that they will report first half, 2024 results on Feb 21, 2024 Buying Opportunity • Sep 07
Now 23% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be AU$3.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 74%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period. Tillkännagivande • Aug 24
Big River Industries Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on October 6, 2023 Big River Industries Limited announced fully franked ordinary dividend of AUD 0.08500000 per share for the six months ended June 30, 2023. Record date is September 4, 2023. Ex-date is September 1, 2023. Payment date is October 6, 2023. Reported Earnings • Aug 24
Full year 2023 earnings released: EPS: AU$0.27 (vs AU$0.26 in FY 2022) Full year 2023 results: EPS: AU$0.27 (up from AU$0.26 in FY 2022). Revenue: AU$449.5m (up 9.8% from FY 2022). Net income: AU$22.2m (up 4.3% from FY 2022). Profit margin: 4.9% (down from 5.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Global Forestry industry. Tillkännagivande • Jul 28
Big River Industries Limited to Report Fiscal Year 2023 Results on Aug 24, 2023 Big River Industries Limited announced that they will report fiscal year 2023 results on Aug 24, 2023 New Risk • Jun 28
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Buying Opportunity • Mar 03
Now 23% undervalued Over the last 90 days, the stock is up 28%. The fair value is estimated to be AU$3.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 75%. Revenue is forecast to grow by 6.2% in 2 years. Earnings is forecast to decline by 4.8% in the next 2 years. Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to AU$2.81, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Forestry industry globally. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.50 per share. Reported Earnings • Feb 25
First half 2023 earnings released: EPS: AU$0.16 (vs AU$0.11 in 1H 2022) First half 2023 results: EPS: AU$0.16 (up from AU$0.11 in 1H 2022). Revenue: AU$232.4m (up 20% from 1H 2022). Net income: AU$12.9m (up 46% from 1H 2022). Profit margin: 5.5% (up from 4.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Global Forestry industry. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jan 25
Big River Industries Limited to Report First Half, 2023 Results on Feb 24, 2023 Big River Industries Limited announced that they will report first half, 2023 results on Feb 24, 2023 Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improved over the past week After last week's 18% share price gain to AU$2.36, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Forestry industry globally. Total returns to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at AU$4.50 per share. Reported Earnings • Aug 27
Full year 2022 earnings released: EPS: AU$0.26 (vs AU$0.026 in FY 2021) Full year 2022 results: EPS: AU$0.26 (up from AU$0.026 in FY 2021). Revenue: AU$409.3m (up 45% from FY 2021). Net income: AU$21.3m (up AU$19.5m from FY 2021). Profit margin: 5.2% (up from 0.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 6.7% growth forecast for the Forestry industry in Australia. Reported Earnings • Mar 01
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: AU$0.11 (up from AU$0.098 loss in 1H 2021). Revenue: AU$193.8m (up 45% from 1H 2021). Net income: AU$8.84m (up AU$15.1m from 1H 2021). Profit margin: 4.6% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 17%, compared to a 9.7% growth forecast for the industry in Australia. Reported Earnings • Aug 26
Full year 2021 earnings released: EPS AU$0.026 (vs AU$0.071 in FY 2020) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$281.6m (up 13% from FY 2020). Net income: AU$1.82m (down 59% from FY 2020). Profit margin: 0.6% (down from 1.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Upcoming Dividend • Aug 26
Upcoming dividend of AU$0.03 per share Eligible shareholders must have bought the stock before 02 September 2021. Payment date: 06 October 2021. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (2.2%). 
