SILK LOGISTICS HOLDINGS LIMITED (SLH)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

SLH

SLH - SILK LOGISTICS HOLDINGS LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 4.2
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.50

19 Jun
2025

0.000

OPEN

$1.50

0.000

HIGH

$1.50

8,681

LOW

$1.50

TARGET
$1.70 13.3% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KLS . KSC . LAU . NTD . QAN . QUB . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
SLH: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 9.2 6.6 xxx
DPS (cps) xxx 4.2 0.0 xxx
EPS Growth xxx - 56.0% - 27.9% xxx
DPS Growth xxx - 49.3% N/A xxx
PE Ratio xxx N/A 22.7 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx 46.3% N/A xxx

Dividend yield today if purchased 3 years ago: 2.14%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.83

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: 01/03 - ex-div 2.82c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 20202021202220232024
EPS Basic xxxxxxxxxxxx9.2
DPS All xxxxxxxxxxxx4.2
Sales/Revenue xxxxxxxxxxxx556.4 M
Book Value Per Share xxxxxxxxxxxx101.0
Net Operating Cash Flow xxxxxxxxxxxx79.0 M
Net Profit Margin xxxxxxxxxxxx1.33 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20202021202220232024
Return on Capital Employed xxxxxxxxxxxx9.40 %
Return on Invested Capital xxxxxxxxxxxx2.33 %
Return on Assets xxxxxxxxxxxx1.43 %
Return on Equity xxxxxxxxxxxx9.40 %
Return on Total Capital xxxxxxxxxxxx7.54 %
Free Cash Flow ex dividends xxxxxxxxxxxx60.8 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 20202021202220232024
Short-Term Debt xxxxxxxxxxxx62 M
Long Term Debt xxxxxxxxxxxx321 M
Total Debt xxxxxxxxxxxx382 M
Goodwill - Gross xxxxxxxxxxxx80 M
Cash & Equivalents - Generic xxxxxxxxxxxx27 M
Price To Book Value xxxxxxxxxxxx1.34

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20202021202220232024
Capex xxxxxxxxxxxx13.4 M
Capex % of Sales xxxxxxxxxxxx2.42 %
Cost of Goods Sold xxxxxxxxxxxx492 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxx36 M
Research & Development xxxxxxxxxxxx0 M
Investments - Total xxxxxxxxxxxx0 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

0.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

29/05/2025

3

Hold

$1.70

13.33%

Morgans lowers its target price for Silk Logistics to $1.70 from $2.14, applying a -20% discount to the $2.14 per share takeover offer from DP World (Australia) due to ongoing regulatory uncertainty.

The ACCC review of the DP World acquisition has resumed, with an updated decision expected by 10 July 2025. Until regulatory clarity is achieved, the scheme meeting scheduled for 20 June 2025 may be postponed.

Separately, interim earnings were mixed, assesses the broker, with group earnings (EBIT) of $15.6m down -13.7% year-on-year, while revenue rose 4.1% to $287.8m.

Port Logistics delivered strong revenue and earnings growth, but Contract Logistics saw a -3.7% decline in revenue and -11.6% drop in earnings, reflecting softer warehouse utilisation, suggests the analyst.

FORECAST
Morgans forecasts a full year FY25 dividend of 0.00 cents and EPS of 6.60 cents.
Morgans forecasts a full year FY26 dividend of 4.70 cents and EPS of 11.70 cents.
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

Moelis

06/03/2025

3

Hold

$2.14

42.67%

Moelis notes Silk Logistics' 1H25 revenue growth of 4.1% y/y was underpinned by new business wins, expanding bulk logistics offerings and a rise in recurring revenue. However, margins were hurt by cost growth with EBIT down -14.3% y/y.

The scheme meeting for Silk Logistics' binding Scheme Implementation Deed with DP World Australia is postponed to March 28 from March 7. Court hearing is expected on April 1 and the implementation date is April 14.

Hold rating and $2.14 target price are unchanged.

FORECAST
Moelis forecasts a full year FY25 dividend of 2.70 cents and EPS of 12.00 cents.
Moelis forecasts a full year FY26 dividend of 4.50 cents and EPS of 14.90 cents.
Access Extra Coverage Research History >

SLH STOCK CHART

FNArena News on SLH

Latest Transportation & Logistics News

1
Brambles: Worth Holding

May 17 2022 - Technicals
2
Brambles In The Weeds Over Plastic Indecision

Apr 26 2022 - Australia
3
Treasure Chest: Brambles Sour On The Palate

Dec 21 2021 - Treasure Chest
4
Treasure Chest: Aurizon, ESG Victim

Dec 14 2021 - Treasure Chest
5
Treasure Chest: Alliance Aviation Ready For Take Off

Nov 12 2021 - Treasure Chest
6
Qantas: Just Watch For Now

Oct 05 2021 - Technicals
7
Brambles Has Great Expectations For Plastic

Sep 16 2021 - Australia
8
Tough Ask As Aurizon Speeds Up Bulk Haulage

Aug 11 2021 - Australia
9
Charting A New Course In The Shipping Industry

Jun 09 2021 - International
10
Qantas On Recovery Route, Profits A Bit Longer

Mar 15 2021 - Australia