LGI LIMITED (LGI)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

LGI

LGI - LGI LIMITED

FNArena Sector : NONE
Year End: June
GICS Industry Group : NONE
Debt/EBITDA: -4.12
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.95

19 Jun
2025

-0.010

OPEN

$2.96

-0.34%

HIGH

$2.96

368

LOW

$2.81

TARGET
$3.467 17.5% upside
Franking for last dividend paid out: 100%
FNARENA'S MARKET CONSENSUS FORECASTS
LGI: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 7.6 8.8 xxx
DPS (cps) xxx 2.5 2.7 xxx
EPS Growth xxx - 1.4% 17.0% xxx
DPS Growth xxx 8.1% 6.7% xxx
PE Ratio xxx N/A 34.0 xxx
Dividend Yield xxx N/A 0.9% xxx
Div Pay Ratio(%) xxx 33.1% 30.2% xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.83

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: 11/09 - ex-div 1.2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx7.6
DPS All xxxxxxxxxxxxxxx2.5
Sales/Revenue xxxxxxxxxxxxxxx12.0 M
Book Value Per Share xxxxxxxxxxxxxxx59.5
Net Operating Cash Flow xxxxxxxxxxxxxxx9.9 M
Net Profit Margin xxxxxxxxxxxxxxx55.72 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx13.06 %
Return on Invested Capital xxxxxxxxxxxxxxx10.17 %
Return on Assets xxxxxxxxxxxxxxx8.78 %
Return on Equity xxxxxxxxxxxxxxx13.06 %
Return on Total Capital xxxxxxxxxxxxxxx-17.06 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-8.1 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 xxxxxxxxxxxxxxx24 M
Total Debt xxxxxxxxxxxxxxx25 M
Goodwill - Gross xxxxxxxxxxxxxxx0 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2 M
Price To Book Value xxxxxxxxxxxxxxx5.04

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx16.7 M
Capex % of Sales xxxxxxxxxxxxxxx139.35 %
Cost of Goods Sold xxxxxxxxxxxxxxx20 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx3 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

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

18/02/2025

1

Add

$3.30

11.86%

LGI's 1H25 revenue and gross profit marginally missed Morgans' forecast but higher than expected operating costs drove a big -19% miss to net profit.

The broker notes the higher operating cost is understandable, as the company has had to appropriately resource ahead of various projects coming online (primarily Bingo).

The broker lowered FY25 and FY26 EPS forecasts by -2.6% and -16.3% respectively. The DCF-based target price rose to $3.30 due to the megawatts (MW) under management assumptions and long-term commodity price forecasts.

Morgans materially lowered assumed pricing for large-scale generation and carbon credits in FY26-27 and improved its outlook for electricity pricing in FY25-27. Add rating maintained.

FORECAST
Morgans forecasts a full year FY25 dividend of 3.00 cents and EPS of 12.00 cents.
Morgans forecasts a full year FY26 dividend of 3.00 cents and EPS of 15.00 cents.

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
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

Canaccord Genuity

03/04/2025

1

Initiation of coverage with Buy

$3.50

18.64%

Canaccord Genuity has initiated coverage on LGI with a Buy rating and a target price of $3.50.

The broker notes the company's development pipeline of 32MW capacity would significantly boost electricity generation. The broker sees scope for further pipeline growth in greenfield and brownfield opportunities.

The broker forecasts installed capacity rising to 47MW by FY30 from 15MW in FY24 which would drive electricity generation to 244GWh from 96GWh in FY24. Revenue is estimated to grow to $74m by FY30 from $33m in FY24.

The analyst is forecasting FY25 EBITDA of $17.1m which is in line with the company's guidance range.

FORECAST
Canaccord Genuity forecasts a full year FY25 EPS of 7.50 cents.
Canaccord Genuity forecasts a full year FY26 EPS of 10.60 cents.
Access Extra Coverage Research History >

LGI STOCK CHART

FNArena News on LGI