Monadelphous Group Limited

ASX:MND Stok Raporu

Piyasa değeri: AU$3.1b

Monadelphous Group Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Monadelphous Group kazanç ve gelirin sırasıyla yıllık 6% ve 4.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 5.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

6.0%

Kazanç büyüme oranı

5.73%

EPS büyüme oranı

Construction kazanç büyümesi19.2%
Gelir büyüme oranı4.3%
Gelecekteki özkaynak getirisi22.74%
Analist kapsamı

Good

Son güncelleme11 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 18

MND: Rich P/E And Brigalow Contract Will Likely Restrain Future Returns

Analysts have lifted their price target for Monadelphous Group stock from A$19.59 to A$19.89, citing updated assumptions around revenue growth, profit margins, and a lower estimated future P/E multiple. What’s in the News for Monadelphous Group Monadelphous Group secured a A$380 million contract from CS Energy to deliver balance of plant construction for the Brigalow Peaking Power Plant near Chinchilla, Queensland, including civil and mechanical works, piping, and installation of 12 aeroderivative gas turbine generator units.
Anlatı Güncellemesi Jun 03

MND: New Contract Wins Will Support A$37 Fair Value Confidence

Analysts have kept their A$37.00 price target for Monadelphous Group unchanged, pointing to relatively stable assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers behind this steady view. What's in the News Secured approximately A$120 million in new construction and maintenance contracts across resources and renewable energy projects, according to recent news reports.
Anlatı Güncellemesi May 18

MND: Rich P/E And March 2026 Dividend Will Likely Restrain Future Returns

Analysts have kept their fair value estimate for Monadelphous Group steady at A$19.59, with modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions contributing to a refreshed price target narrative. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended 31 December 2025, signalling a cash return to shareholders tied to this reporting period (Key Developments).
Anlatı Güncellemesi May 04

MND: Rich P/E And March Dividend Will Likely Restrain Future Returns

Analysts have kept their A$19.59 price target for Monadelphous Group broadly unchanged, citing only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions as reasons for maintaining this view. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended 31 December 2025, signaling a cash return to shareholders for that period (Key Developments).
Anlatı Güncellemesi Apr 20

MND: Upcoming Franked Dividend Will Support A$37 Fair Value Confidence

Analysts now hold Monadelphous Group's fair value steady at A$37.00. Small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions underpin this unchanged price target view.
Anlatı Güncellemesi Apr 05

MND: Rich P/E And Dividend Outlook Will Likely Restrain Future Returns

Analysts have raised the Monadelphous Group price target from A$17.40 to approximately A$19.59, reflecting updated assumptions around revenue growth, profit margins and the stock's future P/E. What's in the News Announced an ordinary fully franked dividend of A$0.49 per security for the six months ended December 31, 2025, which gives investors clearer visibility on upcoming income timing (company announcement).
Anlatı Güncellemesi Mar 21

MND: Higher Fair Value And Upcoming Dividend Will Likely Support Upside

Analysts have raised their price target on Monadelphous Group from A$25.63 to A$30.96, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended December 31, 2025, giving investors a clear view of cash returns over that period (Key Developments).
Anlatı Güncellemesi Mar 07

MND: Higher Dividend Visibility Will Support A$37 Fair Value Outlook

Analysts have lifted their price target on Monadelphous Group from A$24.40 to A$37.00. This change reflects updated assumptions for revenue growth, profit margins and a higher future P/E multiple.
Anlatı Güncellemesi Feb 21

MND: Acquisition Push Will Likely Sustain Downside Risk Despite Higher Fair Value

Analysts have lifted their price target for Monadelphous Group to A$25.63 from A$24.05, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E that collectively support a higher assessed fair value. What's in the News Monadelphous Group plans to look for acquisitions, supported by what it describes as a strong balance sheet, as outlined at the 2025 Annual General Meeting.
Anlatı Güncellemesi Feb 07

MND: Acquisition Push And Rich P/E Will Likely Cap Future Returns

Analysts have trimmed their price target on Monadelphous Group from A$24.24 to A$22.89, reflecting updated assumptions around a higher discount rate, slightly firmer profit margins and adjustments to expected revenue growth. What's in the News Monadelphous Group plans to look for acquisitions, backed by what management describes as a strong balance sheet, as outlined at the 2025 Annual General Meeting (Key Developments).
Anlatı Güncellemesi Jan 24

MND: Acquisition-Led Expansion Will Likely Sustain Downside Risk Despite Higher Fair Value Estimate

Analysts have lifted their price target on Monadelphous Group to A$24.05 from A$23.39, citing updated assumptions around revenue growth, discount rates, profit margins and future P/E as the key drivers of their revised view. What's in the News At the 2025 Annual General Meeting, Managing Director Zoran Bebic said Monadelphous Group will look for acquisitions, supported by what he described as a strong balance sheet.
Anlatı Güncellemesi Jan 09

MND: Acquisition Push For Resilience Will Likely Sustain Downside Risk

Analysts have kept their fair value estimate for Monadelphous Group steady at A$23.39 per share, with only very small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing the updated price target narrative. What's in the News Monadelphous Group plans to look for acquisitions, with management indicating an intention to pursue targeted acquisition opportunities to support long term growth (Key Developments).
Anlatı Güncellemesi Dec 24

MND: Acquisition Ambitions Will Likely Struggle To Justify Elevated Share Price

Analysts have modestly raised their price target for Monadelphous Group from $15.95 to $17.40. This change reflects expectations of stronger revenue growth and a slightly higher future earnings multiple, partly offset by a marginally lower profit margin outlook and a higher assumed discount rate.
Analiz Makalesi Dec 15

With EPS Growth And More, Monadelphous Group (ASX:MND) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Anlatı Güncellemesi Dec 10

MND: Acquisition-Led Expansion Will Likely Leave Shares Vulnerable To Downside

Analysts have raised their price target for Monadelphous Group slightly to A$23.39, citing a marginally higher discount rate and future P/E assumptions, while keeping revenue growth and profit margin forecasts broadly unchanged. What's in the News Monadelphous Group signalled it will actively pursue acquisitions to support long term growth, leveraging its strong balance sheet to fund deals.
Anlatı Güncellemesi Nov 25

MND: Higher Discount Rate And Marginal Profits Will Limit Upside

Analysts have increased their price target for Monadelphous Group from $21.82 to $23.39. They cite improved revenue growth expectations as the primary driver behind the upward adjustment.
Anlatı Güncellemesi Nov 11

MND: Rising Discount Rate and High P/E Will Challenge Future Returns

Analysts have raised their price target for Monadelphous Group from $20.41 to $21.82. This reflects improved expectations for revenue growth and profit margins.
Analiz Makalesi Nov 10

Monadelphous Group (ASX:MND) Might Have The Makings Of A Multi-Bagger

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analiz Makalesi Oct 02

Monadelphous Group (ASX:MND) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Anlatı Güncellemesi Sep 26

Decarbonisation And Battery Storage Will Shape Future Markets

The upward revision of Monadelphous Group’s consensus price target reflects improved analyst expectations, underpinned by slight increases in both future P/E and revenue growth forecasts, with fair value rising from A$19.43 to A$20.41. What's in the News Monadelphous Group announced an ordinary fully paid dividend of AUD 0.39 for the six months ending June 30, 2025.
Analiz Makalesi Sep 10

Estimating The Fair Value Of Monadelphous Group Limited (ASX:MND)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Monadelphous Group fair value estimate is AU$21.35 With...
Anlatı Güncellemesi Aug 25

New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities

The uplift in Monadelphous Group’s Consensus Analyst Price Target primarily reflects improved revenue growth forecasts and a higher expected future P/E multiple, raising fair value from A$16.94 to A$19.43. What's in the News Monadelphous Group Limited announced an ordinary fully paid dividend of AUD 0.39 for the six months ending June 30, 2025.
Anlatı Güncellemesi Aug 10

New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities

Despite a notable downward revision in revenue growth forecasts and a higher discount rate, the consensus analyst price target for Monadelphous Group has increased from A$16.11 to A$16.94. Valuation Changes Summary of Valuation Changes for Monadelphous Group The Consensus Analyst Price Target has risen from A$16.11 to A$16.94.
Analiz Makalesi Aug 05

Is Monadelphous Group Limited (ASX:MND) Potentially Undervalued?

While Monadelphous Group Limited ( ASX:MND ) might not have the largest market cap around , it led the ASX gainers with...
Analiz Makalesi Jul 17

Here's What To Make Of Monadelphous Group's (ASX:MND) Decelerating Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analiz Makalesi Apr 07

Investors Met With Slowing Returns on Capital At Monadelphous Group (ASX:MND)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Analiz Makalesi Mar 21

Are Investors Undervaluing Monadelphous Group Limited (ASX:MND) By 26%?

Key Insights The projected fair value for Monadelphous Group is AU$21.20 based on 2 Stage Free Cash Flow to Equity...
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Yeni Anlatı Mar 11

New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities

Securing new contracts across diverse sectors and major energy players boosts future revenue and signals strong market demand.
Analiz Makalesi Mar 07

These 4 Measures Indicate That Monadelphous Group (ASX:MND) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Feb 19

Should You Think About Buying Monadelphous Group Limited (ASX:MND) Now?

While Monadelphous Group Limited ( ASX:MND ) might not have the largest market cap around , it led the ASX gainers with...
Analiz Makalesi Dec 06

Monadelphous Group (ASX:MND) Has Some Way To Go To Become A Multi-Bagger

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analiz Makalesi Sep 07

Monadelphous Group Limited's (ASX:MND) Share Price Not Quite Adding Up

There wouldn't be many who think Monadelphous Group Limited's ( ASX:MND ) price-to-earnings (or "P/E") ratio of 18.8x...
Analiz Makalesi Aug 22

Monadelphous Group's (ASX:MND) Upcoming Dividend Will Be Larger Than Last Year's

The board of Monadelphous Group Limited ( ASX:MND ) has announced that it will be paying its dividend of A$0.33 on the...
Analiz Makalesi Aug 21

The Returns At Monadelphous Group (ASX:MND) Aren't Growing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analiz Makalesi May 27

Monadelphous Group Limited's (ASX:MND) Popularity With Investors Is Under Threat From Overpricing

Monadelphous Group Limited's ( ASX:MND ) price-to-earnings (or "P/E") ratio of 25.1x might make it look like a sell...
Analiz Makalesi Feb 21

Monadelphous Group Limited Just Missed Earnings - But Analysts Have Updated Their Models

Monadelphous Group Limited ( ASX:MND ) came out with its half-yearly results last week, and we wanted to see how the...
Analiz Makalesi Jan 25

Is It Too Late To Consider Buying Monadelphous Group Limited (ASX:MND)?

Monadelphous Group Limited ( ASX:MND ), is not the largest company out there, but it saw significant share price...
Analiz Makalesi Aug 28

Monadelphous Group (ASX:MND) Is Due To Pay A Dividend Of A$0.25

Monadelphous Group Limited ( ASX:MND ) will pay a dividend of A$0.25 on the 29th of September. This payment means that...
Analiz Makalesi Jul 14

Is Monadelphous Group Limited (ASX:MND) Potentially Undervalued?

While Monadelphous Group Limited ( ASX:MND ) might not be the most widely known stock at the moment, it saw significant...
Analiz Makalesi Jun 01

Monadelphous Group (ASX:MND) Is Reinvesting At Lower Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Analiz Makalesi Feb 21

Is Monadelphous Group (ASX:MND) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

Kazanç ve Gelir Büyüme Tahminleri

ASX:MND - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (AUD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
6/30/20293,1271331221944
6/30/20283,14313313017710
6/30/20273,04812811516411
6/30/20262,93812513719010
12/31/20252,578106128159N/A
9/30/20252,3709598120N/A
6/30/20252,163846781N/A
3/31/20252,1007974107N/A
12/31/20242,0377580133N/A
9/30/20242,0266889161N/A
6/30/20242,0166299188N/A
3/31/20241,92458121194N/A
12/31/20231,83254142201N/A
9/30/20231,77954108147N/A
6/30/20231,726547493N/A
3/31/20231,719526374N/A
12/31/20221,712515255N/A
9/30/20221,761525460N/A
6/30/20221,810525565N/A
3/31/20221,859496880N/A
12/31/20211,907468294N/A
9/30/20211,831465061N/A
6/30/20211,754471927N/A
3/31/20211,654433545N/A
12/31/20201,554405162N/A
9/30/20201,521387991N/A
6/30/20201,48936106119N/A
3/31/20201,484426379N/A
12/31/20191,479481939N/A
9/30/20191,47949N/A28N/A
6/30/20191,48051N/A16N/A
3/31/20191,57358N/A31N/A
12/31/20181,66665N/A46N/A
9/30/20181,70268N/A49N/A
6/30/20181,73871N/A52N/A
3/31/20181,60569N/A53N/A
12/31/20171,47267N/A55N/A
9/30/20171,36062N/A83N/A
6/30/20171,24958N/A111N/A
3/31/20171,25358N/A112N/A
12/31/20161,25758N/A113N/A
9/30/20161,31362N/A95N/A
6/30/20161,36967N/A78N/A
3/31/20161,46175N/A91N/A
12/31/20151,55483N/A104N/A
9/30/20151,71294N/A111N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MND 'nin tahmini kazanç büyümesi (yıllık 6% ) tasarruf oranının ( 3.8% ) üzerindedir.

Kazançlar ve Piyasa: MND şirketinin kazançlarının (yıllık 6% ) Australian pazarından (yıllık 11.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MND şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: MND şirketinin gelirinin (yıllık 4.3% ) Australian pazarından (yıllık 6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MND şirketinin gelirinin (yıllık 4.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MND 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 22.7 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/18 22:49
Gün Sonu Hisse Fiyatı2026/08/18 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Monadelphous Group Limited 27 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Joseph HouseBell Potter
Shaurya VisenBofA Global Research