LINDSAY AUSTRALIA LIMITED (LAU)
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LAU

LAU - LINDSAY AUSTRALIA LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 3.49
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.575

25 Jun
2026

0.000

OPEN

$0.57

0.000

HIGH

$0.58

613,660

LOW

$0.56

TARGET
$0.885 53.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . BXB . CLX . ERD . FRW . KLS . KSC . NTD . QAN . QUB . SPZ . SST . THL . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
LAU: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 6.3 7.5 xxx
DPS (cps) xxx 3.8 3.8 xxx
EPS Growth xxx 13.6% 19.4% xxx
DPS Growth xxx 0.0% - 1.3% xxx
PE Ratio xxx N/A 9.7 xxx
Dividend Yield xxx N/A 5.1% xxx
Div Pay Ratio(%) xxx 60.5% 50.0% xxx

Dividend yield today if purchased 3 years ago: 3.25%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.21

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 01/04 - ex-div 2.10c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx6.3
DPS All xxxxxxxxxxxxxxx3.8
Sales/Revenue xxxxxxxxxxxxxxx1,077.7 M
Book Value Per Share xxxxxxxxxxxxxxx55.1
Net Operating Cash Flow xxxxxxxxxxxxxxx75.2 M
Net Profit Margin xxxxxxxxxxxxxxx2.12 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx12.80 %
Return on Invested Capital xxxxxxxxxxxxxxx4.93 %
Return on Assets xxxxxxxxxxxxxxx3.26 %
Return on Equity xxxxxxxxxxxxxxx12.80 %
Return on Total Capital xxxxxxxxxxxxxxx9.17 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx50.1 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx66 M
Long Term Debt xxxxxxxxxxxxxxx308 M
Total Debt xxxxxxxxxxxxxxx374 M
Goodwill - Gross xxxxxxxxxxxxxxx64 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx58 M
Price To Book Value xxxxxxxxxxxxxxx1.03

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx13.7 M
Capex % of Sales xxxxxxxxxxxxxxx1.27 %
Cost of Goods Sold xxxxxxxxxxxxxxx946 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx83 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

24/02/2026

2

Downgrade to Accumulate from Buy

$0.80

39.13%

Lindsay Australia’s 1H26 operating result was largely in line with Morgans' expectations, albeit a handful of factors (largely timing issues) saw cashflow and net-leverage more muted in 1H26, which the broker suggests should normalise into 2H26.

Lindsay has demonstrated solid execution of its Road and Rail strategy and has strengthened the business in recent years. Morgans continues to see capacity to deliver organic growth across the group, despite the competitive landscape representing headwinds to near-term earnings.

While market pressures remain, the company is well placed to drive growth via incremental efficiency/scale benefits, Morgans suggests. Target unchanged at 80c, downgrade to Accumulate from Buy.

FORECAST
Morgans forecasts a full year FY26 dividend of 3.50 cents and EPS of 7.80 cents.
Morgans forecasts a full year FY27 dividend of 3.80 cents and EPS of 8.30 cents.
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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

25/02/2026

1

Buy

$1.00

73.91%

Shaw and Partners retains a Buy rating on Lindsay Australia with an unchanged $1.00 target price after a "solid" 1H26 result. The broker notes improving conditions across Transport and Rural, despite margin pressure from higher input costs.

Pre-AASB16 underlying earnings (EBIT) of $30.2m rose by 13.4% year-on-year and beat the analyst's estimate by 6.7%, with the SRT Logistics acquisition delivering early synergies. Further benefits are expected.

Post-AASB16 revenue increased 24.8% to $540.3m, while underlying earnings (EBITDA) rose by 16.0% and profit was broadly flat.

Gearing is elevated at 2.23x, notes Shaw, but expected to trend back towards the 1.7-1.8x target range over 6-12 months.

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 3.60 cents and EPS of 7.90 cents.
Shaw and Partners forecasts a full year FY27 dividend of 3.80 cents and EPS of 8.40 cents.
Access Extra Coverage Research History >

LAU STOCK CHART

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