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 1,509 - -
Change - 64.23% 50.25% 70.66% -14.02% 7.99% - -
Enterprise Value (EV) 1 388.3 633.7 997.7 1,653 1,428 1,529 1,529 1,525
Change - 63.19% 57.44% 65.7% -13.6% 7.03% 0.03% -0.26%
P/E 19.3x 23x 28.6x 40.3x 29.3x 27.2x 23.9x 20.7x
PBR 6.5x 8.15x 9.15x 11.7x 8.71x 8.65x 8.01x 6.78x
PEG - 0.6x 1.6x 2.2x 1.7x 1.6x 1.8x 1.3x
Capitalization / Revenue 1.94x 2.51x 3.15x 4.66x 3.47x 3.31x 2.95x 2.66x
EV / Revenue 1.96x 2.51x 3.3x 4.74x 3.54x 3.36x 2.99x 2.68x
EV / EBITDA 10.6x 13.1x 17x 24x 17.6x 16.4x 14.5x 12.9x
EV / EBIT 13x 15.5x 20.2x 28.3x 20.6x 18.9x 16.6x 14.4x
EV / FCF - - 82.1x 58.1x 43x 41.7x 32.5x 25.8x
FCF Yield - - 1.22% 1.72% 2.33% 2.4% 3.08% 3.88%
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% 2.7% 3.08% 3.53%
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 34.48 34.48 34.48
Nbr of stocks (in thousands) 40,834 41,555 42,506 43,458 43,754 43,754 - -
Announcement Date 8/26/22 8/28/23 8/26/24 8/25/25 8/24/26 - - -
1AUD in Million2AUD
Estimates

P/E, Detailed evolution



P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
27.41x3.39x16.53x2.67% 1.08B
20.23x0.86x10.35x3.27% 17.87B
12.07x0.69x6.75x - 5.97B
10.68x0.36x5.08x4.41% 3.76B
13.12x0.66x9.37x0.15% 3.46B
12.48x0.87x9.38x0.58% 1.03B
11.12x - - - 934M
12.63x - - 2.88% 768M
24.77x0.42x5.18x0.28% 411M
Average 16.06x 1.04x 8.95x 2.04% 3.92B
Weighted average by Cap. 16.77x 0.83x 9.12x 2.87%

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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