Reporting Today (ARB, BHP, BRG, BXB, CL1, DHG, DXS, EML, SGM, MFG, SCP)
Reporting Calendar: Download here
Companies reporting today on MM’s radar include:
- ARB Corp (ARB) FY21 Results: Expectations for revenue of $623m, EBIT of $146.85m, NPAT of $108.5m (up 89% on FY20), EPS of $1.34, FY Dividend $0.647. Market currently pricing NPAT for FY22 of $101.56m, a decline of ~6%.(ARB have reported Revenue of $625 (inline), NPAT of $112.8m (~4% beat) & DPS of 68cps (~4% beat). No specific guidance however they maintain a positive near term outlook) Overall, a beat
- BHP Billiton (BHP) FY21 Results: Result due out aftermarket today with expectations for revenue of $US59bn, EBIT of $US30.06bn, NPAT of $US17.14bn (up 96% on FY20), EPS of $US3.43, FY Dividend $US2.99. Market currently pricing NPAT for FY22 of $US15.61bn, a jump of 17%.
- Breville (BRG) FY21 Results: Expectations for revenue of $1.16bn, EBIT of $137.12m, NPAT of $94.62 (up 43% on FY20), EPS of 0.68c, FY Dividend $0.267. Market currently pricing NPAT for FY22 of $110.40, a jump of ~16%. (BRG have reported Revenue of $1.187bn (~2% beat), EBIT $136.4m (inline), NPAT of $91m (~4% miss) & DPS of 26.5c (inline). No guidance provided). Overall, Inline
- Brambles (BXB) FY21 Results: Expectations for revenue of $US5.11bn, EBIT of $US877.66, NPAT of $US550.30 (up 9% on FY20), EPS of US0.374c, FY Dividend $US0.21. Market currently pricing NPAT for FY22 of $US580.70m, a jump of ~5.5%.
- Class (CL1) FY21 Results: Expectations for revenue of $53.9m, EBITDA of $22m, NPAT of $7m (up 2% on FY20 ), EPS of 0.058c, FY Dividend 0.05c . Market currently EBITDA for FY22 of $25m, a jump of ~14%. (CL1 have reported Revenue of $54.9m (~1% beat), EBITDA $21.9m (inline). They have guided to Revenue in FY22 or $65m & EBITDA of $25m) . Overall, Inline
- Dexus (DXS) FY21 Results: Look for Adjusted Funds From Operations (AFFO) of 51.5cps & a similar size dividend. (DXS have reported AFFO & distribution of 51.8c (inline), NTA now at $11.42, up 5.1% on the year or 56cps). Overall, Inline
- Domain (DHG) FY21 Results: Expectations for revenue of $288.6m, EBITDA of $99.73, NPAT of $34.27m (up 54% on FY20), EPS of 0.057c, FY Dividend 0.023c . Market currently pricing NPAT for FY22 of $50.3m, a jump of ~3%. (DHG have reported revenue of 289.6m (inline), underlying EBITDA of $102 (~2% beat),Underlying NPAT of $37.9m (~10% beat). Guidance not specific but saying rising costs). Overall, a beat on FY21, guidance around costs could be a slight negative for FY22
- EML Payments (EML) FY21 Results: Due after market, Expectations for revenue of $186m (+58%), EBITDA of $51.82m, NPAT of $30.08m (up 369% on FY20), EPS of 0.086c, No dividend . Market currently pricing Revenue for FY22 of $243m, a jump of ~30%.
- Sims Group (SGM) FY21 Results: Expectations for revenue of $6.27bn, EBIT of $360.14, NPAT of $258.3m (versus a $58m loss in FY20), EPS of 1.286c, FY Dividend 0.565c . Market currently pricing NPAT for FY22 of $252.4m, a decline of ~2%. (SGM have reported revenue of 5.916bn (~5% miss), underlying EBIT of $386.6m (~7% beat),Underlying NPAT of $284.1m (~12% beat) Dividend of 42c (30c final) which is a miss. Guidance not specific although a strong start to FY22 is underway). Overall, messy but a beat on profit.
- Magellan Financial Group (MFG) FY21 Results: Expectations for revenue of $675.83m, EBITDA of $560.11, NPAT of $434m (down 1% on FY20), EPS of $2.36, FY Dividend $2.11 . Market currently pricing NPAT for FY22 of $493m, a jump of ~13%. (MFG have reported NPAT of $413m (~4% miss), EPS of $2.25 (~4% miss), Dividend of $2.11 (inline). No guidance. Overall, a miss
- NB: Results will be covered on the MM Website throughout the day: Visit www.marketmatters.com.au
