Beacon Lighting Group Ltd (AU:BLX)
ASX:BLX
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Beacon Lighting Group Ltd
(Sydney:BLX)
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Rating:60Neutral
Price Target:
AU$1.50
â–¼(-11.76% Downside)
Action:Reiterated
Date:04/09/26
The score is driven mainly by stable-but-softening financial performance (profitability and cash flow weakening, slight leverage improvement) and a notably weak technical setup (below all major moving averages with negative MACD). A low P/E and strong dividend yield provide meaningful valuation support but do not fully offset the trend and recent fundamental deceleration.
Positive Factors
High Gross Margin
Sustained gross margin near 69% indicates durable product-level profitability driven by differentiated product mix and pricing. That margin buffer supports resilience to input cost swings and helps preserve operating profit even if top-line growth softens.
Negative Factors
Declining Revenue Growth
A swing to negative revenue growth suggests weakening demand or lost market share. Over a multi-month horizon this can undermine scale economics, pressure gross and operating margins, and constrain the company’s ability to invest in stores, digital channels or trade relationship expansion.
Read all positive and negative factors
Positive Factors
Negative Factors
High Gross Margin
Sustained gross margin near 69% indicates durable product-level profitability driven by differentiated product mix and pricing. That margin buffer supports resilience to input cost swings and helps preserve operating profit even if top-line growth softens.
Read all positive factors
Beacon Lighting Group Ltd (BLX) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$364.65M
Dividend Yield2.86%
Average Volume (3M)113.22K
Price to Earnings (P/E)12.9
Beta (1Y)1.51
Revenue Growth1.86%
EPS Growth-5.28%
CountryAU
Employees1,130
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)0.12
Shares Outstanding229,342,150
10 Day Avg. Volume64,876
30 Day Avg. Volume113,220
Financial Highlights & Ratios
PEG Ratio0.00
Price to Book (P/B)4.50
Price to Sales (P/S)2.50
P/FCF Ratio15.36
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$2.35Price Target Upside38.00% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)0.12
Revenue Forecast (FY)AU$338.30M
Beacon Lighting Group Ltd Business Overview & Revenue Model
Company Description
Operating both within Australia and on an international scale, Beacon Lighting Group Limited functions as a retailer specializing in illumination products. The company's extensive operations encompass the entire product journey, from the conceptio...
How the Company Makes Money
Beacon Lighting Group makes money primarily by selling lighting and lighting-related products to consumers and businesses through multiple channels. Its key revenue stream is retail product sales via its Beacon Lighting store network and e-commerc...
Beacon Lighting Group Ltd Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
70
Positive
Cash Flow
60
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 333.83M | 328.92M | 324.81M | 312.44M | 304.79M | 289.31M |
| Gross Profit | 229.99M | 227.22M | 224.56M | 211.82M | 210.86M | 197.97M |
| EBITDA | 53.23M | 87.07M | 86.48M | 85.64M | 92.69M | 85.96M |
| Net Income | 28.31M | 29.37M | 30.10M | 33.64M | 40.73M | 37.63M |
Balance Sheet | ||||||
| Total Assets | 409.31M | 394.78M | 367.07M | 332.92M | 353.92M | 320.64M |
| Cash, Cash Equivalents and Short-Term Investments | 54.50M | 55.22M | 46.21M | 20.68M | 28.00M | 33.83M |
| Total Debt | 295.79M | 164.36M | 157.22M | 149.38M | 144.02M | 141.38M |
| Total Liabilities | 217.25M | 212.17M | 201.28M | 183.82M | 219.79M | 208.45M |
| Stockholders Equity | 192.06M | 182.61M | 165.79M | 149.10M | 134.13M | 112.20M |
Cash Flow | ||||||
| Free Cash Flow | 48.27M | 53.46M | 66.05M | 37.28M | 42.80M | 53.31M |
| Operating Cash Flow | 59.21M | 63.97M | 75.05M | 48.92M | 52.41M | 61.22M |
| Investing Cash Flow | -15.84M | -11.35M | -19.93M | -13.68M | -14.13M | -24.55M |
| Financing Cash Flow | -36.88M | -43.58M | -39.63M | -42.55M | -44.12M | -47.70M |
Beacon Lighting Group Ltd Technical Analysis
Neutral
1.70
Price Trends
1.61
Negative
1.89
Negative
2.41
Negative
Market Momentum
-0.03
Negative
51.53
Neutral
61.49
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BLX, the sentiment is Neutral. The current price of 1.7 is above the 20-day moving average (MA) of 1.56, above the 50-day MA of 1.61, and below the 200-day MA of 2.41, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 51.53 is Neutral, neither overbought nor oversold. The STOCH value of 61.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:BLX.
Beacon Lighting Group Ltd Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | AU$178.60M | 18.94 | 27.01% | 5.01% | 7.22% | 31.17% | |
65 Neutral | AU$45.46M | 9.27 | 13.53% | 9.03% | 4.03% | -14.92% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | AU$1.32B | 19.27 | 25.20% | 2.63% | 4.23% | -0.64% | |
61 Neutral | AU$227.73M | 11.79 | 8.37% | 5.85% | 5.66% | -42.42% | |
60 Neutral | AU$364.65M | 12.86 | 15.11% | 2.86% | 1.86% | -5.28% | |
55 Neutral | AU$46.68M | 6.99 | 22.37% | 6.10% | -2.72% | 40.89% |
* Consumer Cyclical Sector Average
AU:BLX
Beacon Lighting Group Ltd
1.59
-1.90
-54.40%
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Beacon Lighting Group Ltd Corporate Events
Beacon Lighting director boosts stake as company addresses late disclosure
May 4, 2026
Beacon Lighting Group has disclosed a change in the indirect shareholding of director Daniel Palumbo, following an on-market purchase of 3,571 fully paid ordinary shares at $2.81 per share through Lyre Capital Pty Ltd, increasing his total holding...
Beacon Lighting reshapes leadership as CFO takes on company secretary role
Apr 14, 2026
Beacon Lighting Group has announced a change in its key corporate governance roles, reflecting an evolution in its leadership structure as the company continues to operate in the Australian lighting retail market. The group’s long-serving Fi...
Beacon Lighting Discloses Late-Filed Director Share Purchases
Apr 1, 2026
Beacon Lighting Group has disclosed changes in director Glen Robinson’s interests in the company’s fully paid ordinary shares, following a series of on-market purchases by entities associated with him and his family between November 20...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.