Company Valuation: Supply Network Limited

Data adjusted to current consolidation scope
Fiscal Period: June 2022 2023 2024 2025 2026 2027 2028 2029
Market Cap 1 385.9 633.7 952.1 1,625 1,397 1,561 - -
Change - 64.23% 50.25% 70.66% -14.02% 11.71% - -
Enterprise Value (EV) 1 388.3 633.7 997.7 1,653 1,428 1,581 1,581 1,577
Change - 63.19% 57.44% 65.7% -13.6% 10.68% 0.03% -0.25%
P/E 19.3x 23x 28.6x 40.3x 29.3x 28.1x 24.7x 21.5x
PBR 6.5x 8.15x 9.15x 11.7x 8.71x 8.95x 8.28x 7.02x
PEG - 0.6x 1.6x 2.2x 1.7x 1.7x 1.8x 1.4x
Capitalization / Revenue 1.94x 2.51x 3.15x 4.66x 3.47x 3.43x 3.05x 2.75x
EV / Revenue 1.96x 2.51x 3.3x 4.74x 3.54x 3.47x 3.09x 2.78x
EV / EBITDA 10.6x 13.1x 17x 24x 17.6x 16.9x 15x 13.3x
EV / EBIT 13x 15.5x 20.2x 28.3x 20.6x 19.6x 17.2x 14.9x
EV / FCF - - 82.1x 58.1x 43x 43.1x 33.6x 26.6x
FCF Yield - - 1.22% 1.72% 2.33% 2.32% 2.98% 3.75%
Dividend per Share 2 0.32 0.48 0.56 0.7 0.74 0.9298 1.062 1.218
Rate of return 3.39% 3.15% 2.5% 1.87% 2.32% 2.61% 2.98% 3.41%
EPS 2 0.4902 0.6638 0.7829 0.9269 1.088 1.269 1.442 1.663
Distribution rate 65.3% 72.3% 71.5% 75.5% 68% 73.3% 73.6% 73.3%
Net sales 1 198.4 252.4 302.6 348.8 403.1 455.3 511 568.2
EBITDA 1 36.58 48.38 58.57 68.75 81.09 93.29 105.7 118.3
EBIT 1 29.92 40.88 49.34 58.43 69.4 80.68 92.07 106.2
Net income 1 20.02 27.41 33.02 40.02 47.63 55.66 63.22 72.67
Net Debt 1 2.45 - 45.56 28.29 31.33 20.23 20.67 16.77
Reference price 2 9.45 15.25 22.40 37.39 31.93 35.67 35.67 35.67
Nbr of stocks (in thousands) 40,834 41,555 42,506 43,458 43,754 43,754 - -
Announcement Date 26/8/22 28/8/23 26/8/24 25/8/25 24/8/26 - - -
1AUD in Million2AUD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
28.1x3.47x16.95x2.61% 1.08B
18.47x2.02x11.1x1.58% 72.73B
21.2x1.45x11.14x1.75% 48.5B
14.63x0.65x4.72x3.95% 32.28B
11.55x0.55x4.79x4.06% 28.74B
8.26x0.49x6.27x1.83% 25.18B
14.38x2.6x8.93x4.24% 20.19B
19.86x0.87x10.48x3.33% 17.54B
29.23x1.16x12.24x0.63% 17.25B
10.36x0.49x4.76x3.07% 17.14B
Average 17.61x 1.37x 9.14x 2.7% 28.06B
Weighted average by Cap. 16.87x 1.30x 8.80x 2.5%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield

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