Beacon Lighting Group Ltd (AU:BLX)
ASX:BLX
Top Page
Beacon Lighting Group Ltd
(Sydney:BLX)
Select Model
Select Model
Rating:60Neutral
Price Target:
AU$1.50
â–¼(-13.79% Downside)
Action:ReiteratedDate: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
A sustained gross margin around 69% indicates durable pricing power and favorable product mix (branded and private‑label). This margin buffer helps absorb input cost inflation, supports reinvestment and margins across channels, and underpins long‑term profitability resilience.
Negative Factors
Declining cash generation
Operating cash flow and free cash flow weakening (FCF growth -13.48%) reduce internal funding for inventory, store investment and dividends. Lower OCF/NI (0.65) signals only moderate conversion of earnings to cash, increasing dependence on external financing for growth or shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross margin
A sustained gross margin around 69% indicates durable pricing power and favorable product mix (branded and private‑label). This margin buffer helps absorb input cost inflation, supports reinvestment and margins across channels, and underpins long‑term profitability resilience.
Read all positive factors
Beacon Lighting Group Ltd (BLX) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$399.06M
Dividend Yield2.86%
Average Volume (3M)113.22K
Price to Earnings (P/E)9.4
Beta (1Y)1.36
Revenue Growth1.89%
EPS Growth-3.30%
CountryAU
Employees1,130
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)0.07
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$3.06Price Target Upside75.86% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)0.13
Revenue Forecast (FY)AU$340.29M
Beacon Lighting Group Ltd Business Overview & Revenue Model
Company Description
Beacon Lighting Group Limited retails lighting products in Australia and internationally. The company designs, develops, sources, imports, distributes, merchandises, promotes, and sells light fittings, ceiling fans, and light globes, as well as en...
How the Company Makes Money
Beacon Lighting Group primarily makes money by selling lighting and ceiling fan products at a margin (the difference between the price it pays to source/manufacture products and the price it sells them for). Key revenue streams include: (1) Retail...
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
Negative
1.74
Price Trends
2.05
Negative
2.39
Negative
2.81
Negative
Market Momentum
-0.12
Negative
45.86
Neutral
83.61
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BLX, the sentiment is Negative. The current price of 1.74 is above the 20-day moving average (MA) of 1.69, below the 50-day MA of 2.05, and below the 200-day MA of 2.81, indicating a neutral trend. The MACD of -0.12 indicates Negative momentum. The RSI at 45.86 is Neutral, neither overbought nor oversold. The STOCH value of 83.61 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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$174.16M | 7.81 | 27.01% | 5.01% | 1.82% | -18.84% | |
65 Neutral | AU$49.19M | 1.19 | 13.53% | 9.03% | 8.39% | 3.21% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | AU$1.38B | 12.30 | 25.20% | 2.63% | 5.79% | -31.70% | |
61 Neutral | AU$232.20M | 6.10 | 8.37% | 5.85% | 3.99% | -18.35% | |
60 Neutral | AU$399.06M | 9.38 | 16.86% | 2.86% | 1.89% | -3.30% | |
55 Neutral | AU$55.94M | 2.29 | 22.37% | 6.10% | -13.36% | 14.09% |
* Consumer Cyclical Sector Average
AU:BLX
Beacon Lighting Group Ltd
1.74
-1.36
-43.85%
AU:NCK
Nick Scali Limited
16.19
0.12
0.74%
AU:ADH
Adairs Ltd.
1.30
-0.80
-38.07%
AU:DSK
Dusk Group Ltd.
0.79
-0.15
-16.31%
AU:JYC
Joyce Corporation Ltd
5.89
1.84
45.54%
AU:SHM
Shriro Holdings Ltd.
0.78
0.13
20.00%
Beacon Lighting Group Ltd Corporate Events
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...
Beacon Lighting Sets H1 FY2026 Results Release and Investor Call
Feb 10, 2026
Beacon Lighting Group has scheduled the release of its interim financial results for the first half of FY2026, covering the 26 weeks ended 28 December 2025, on 19 February 2026. The company will host a teleconference for shareholders featuring its...
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.