TALGA GROUP LIMITED (TLG)
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TLG

TLG - TALGA GROUP LIMITED

FNArena Sector : New Battery Elements
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0.04
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.425

19 Jun
2025

-0.015

OPEN

$0.44

-3.41%

HIGH

$0.45

169,306

LOW

$0.43

TARGET
$0.75 76.5% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
TLG: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 10.3 - 4.5 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-10.3
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.2 M
Book Value Per Share xxxxxxxxxxxxxxx10.6
Net Operating Cash Flow xxxxxxxxxxxxxxx-31.7 M
Net Profit Margin xxxxxxxxxxxxxxx-16,972.35 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-78.71 %
Return on Invested Capital xxxxxxxxxxxxxxx-76.81 %
Return on Assets xxxxxxxxxxxxxxx-68.78 %
Return on Equity xxxxxxxxxxxxxxx-78.71 %
Return on Total Capital xxxxxxxxxxxxxxx-78.31 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-42.1 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx1 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx14 M
Price To Book Value xxxxxxxxxxxxxxx5.48

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx10.4 M
Capex % of Sales xxxxxxxxxxxxxxx4,634.77 %
Cost of Goods Sold xxxxxxxxxxxxxxx32 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx8 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

1.0

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Macquarie

22/05/2025

1

Outperform

$0.50

17.65%

A truce on tariffs has eased tensions around critical mineral supply security, while synthetic graphite remains the dominant material in the battery market, highlights Macquarie.

Talga Group has raised $10m at 40c per share to fund pre-FID work at the Vittangi Anode project and scale Talnode-C production.

Management has signed a fixed-price deal to supply circa 3kt of Talnode-C to Nyobolt over four years, initially from its demo plant in Lulea, with commercial production expected from 2026 pending FID.

While the Nyobolt agreement is encouraging, the broker remains cautious on demand due to competitive pressure from BYD’s 1MW fast-charging platform and battery-swapping tech from Nio and SAIC.

First production from Vittangi has been delayed, and the broker's target price has been reduced by -17% to 50c following the equity raise.

Unchanged Outperform rating.

FORECAST
Macquarie forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -2.90 cents.
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.00 cents.
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EXTRA COVERAGE
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No. Of Recommendations

0

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
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TLG STOCK CHART

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