Johns Lyng Group Ltd (JLG) AI Stock Analysis

• Market Cap: AU$897.47M
• Dividend Yield: 1.58%
• Average Volume (3M): 1.79M
• Price to Earnings (P/E): 22.6
• Beta (1Y): 1.40
• Revenue Growth: -10.74%
• EPS Growth: -16.14%
• Country: AU
• Employees: 2,300
• Sector: Industrials
• Sector Strength: 86
• Industry: Engineering & Construction
• EPS (TTM): 0.05
• Shares Outstanding: 283,114,040
• 10 Day Avg. Volume: 1,424,702
• 30 Day Avg. Volume: 1,786,881
• PEG Ratio: 0.37
• Price to Book (P/B): 3.87
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 10.98
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: AU$2.95
• Price Target Upside: -6.94% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2

• Rating: 71 Outperform
• Price Target: AU$3.50 ▲(10.41%Upside)

Johns Lyng Group Ltd is well-positioned with strong financials and a fair valuation, but technical indicators suggest caution due to overbought signals. The company should focus on managing its cash flow and monitoring debt levels to sustain growth.

Johns Lyng Group Ltd Business Overview & Revenue Model

Company Description

Johns Lyng Group Limited provides integrated building services in Australia and internationally. The company operates through four segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. It provides building fabric repair, contents restoration, disaster management, hazardous waste removal, and strata management services; and residential and commercial flooring, emergency domestic repairs, shop-fitting, HVAC mechanical, and pre-sale property staging services. The company also undertakes commercial construction projects in the cladding rectification, large-loss insurance, education, aged care, retail, community, hospitality, and residential sectors. It offers its services under various brands to insurance brokers, insurance companies, loss adjusters, commercial enterprises, local and state governments, and retail customers, as well as body corporates/owners' corporations. The company was founded in 1953 and is headquartered in Doncaster, Australia.

How the Company Makes Money

Johns Lyng Group Ltd primarily generates revenue through its insurance building and restoration services, which involve repairing and restoring properties damaged by events such as storms, floods, and fires. The company works closely with insurance companies, acting as a preferred contractor to manage claims and repairs efficiently. Additionally, JLG earns income from its commercial and residential construction projects, where it offers project management and building services. The company's strategic partnerships with major insurance firms and its strong market presence significantly contribute to its earnings by ensuring a steady stream of contracts and projects.

Johns Lyng Group Ltd Financial Statement Overview

Summary

Johns Lyng Group Ltd shows consistent revenue growth and improved profitability, although there is a slight revenue decline in 2024. The balance sheet is strong with a healthy equity ratio, but rising debt levels need monitoring. Cash flow remains positive, but cash management could be improved.

Income Statement

The company has shown consistent revenue growth over the years, with a notable increase from 2019 to 2023. Gross profit margin and net profit margin have improved, reflecting enhanced operational efficiency and profitability. However, the slight decline in revenue from 2023 to 2024 suggests potential market challenges or competitive pressures.

Balance Sheet

The company maintains a healthy equity ratio, indicating a strong financial position. The debt-to-equity ratio remains manageable, although there has been an increase in total debt over the years. Return on equity (ROE) has improved, showcasing efficient use of equity capital. The increase in stockholders' equity is a positive sign of financial stability.

Cash Flow

The cash flow from operations has been positive, but there is a noticeable decrease in operating cash flow in 2024 compared to previous years. Free cash flow remains positive, suggesting adequate cash for reinvestment and debt servicing. However, the decline in free cash flow growth rate indicates potential cash management challenges.

Breakdown	TTM	Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement
Total Revenue	1.12B	1.16B	1.28B	895.02M	568.37M	495.11M
Gross Profit	231.69M	289.21M	155.79M	106.59M	65.59M	54.03M
EBITDA	117.70M	128.08M	118.41M	74.24M	50.57M	40.55M
Net Income	39.12M	48.01M	46.85M	25.12M	18.56M	15.85M
Balance Sheet
Total Assets	960.45M	786.07M	785.48M	640.08M	248.37M	229.40M
Cash, Cash Equivalents and Short-Term Investments	63.00M	73.82M	130.03M	56.97M	43.31M	46.77M
Total Debt	208.66M	75.95M	84.81M	55.96M	33.19M	38.45M
Total Liabilities	459.25M	325.80M	391.31M	307.26M	174.96M	170.30M
Stockholders Equity	479.90M	451.00M	358.75M	319.71M	65.56M	51.81M
Cash Flow
Free Cash Flow	13.50M	19.83M	126.46M	17.83M	25.57M	48.86M
Operating Cash Flow	22.79M	29.31M	140.68M	25.32M	28.12M	50.24M
Investing Cash Flow	-127.50M	-100.56M	-49.71M	-187.82M	-8.23M	-20.96M
Financing Cash Flow	58.68M	15.03M	-17.91M	176.16M	-23.34M	-12.57M

Johns Lyng Group Ltd Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3.17
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JLG, the sentiment is Positive. The current price of 3.17 is above the 20-day moving average (MA) of 2.92, above the 50-day MA of 2.59, and below the 200-day MA of 3.22, indicating a neutral trend. The MACD of 0.17 indicates Negative momentum. The RSI at 74.26 is Negative, neither overbought nor oversold. The STOCH value of 82.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:JLG.

Johns Lyng Group Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JLG	71 Outperform	AU$897.47M	22.59	8.61%	1.58%	-10.74%	-16.14%
Sector *	59 Neutral	AU$1.63B	9.50	11.29%	3.71%	6.59%	5.93%
UFY		€658.55M	19.47	10.90%	2.61%	―	―
3NR		€755.83M	10.59	18.01%	4.73%	―	―
GNG	80 Outperform	AU$545.57M	14.02	58.99%	6.13%	25.12%	31.13%
SRG	69 Neutral	AU$1.00B	23.85	11.36%	3.01%	25.40%	41.18%
GNP	67 Neutral	AU$733.36M	30.28	19.31%	0.60%	35.02%	48.51%

Johns Lyng Group Ltd Corporate Events

Johns Lyng Group to Release Shares from Voluntary Escrow

Johns Lyng Group Limited announced the release of 1,436,743 Fully Paid Ordinary Shares from voluntary escrow on 30 June 2025. These shares were part of the company’s Employee and Executive Incentive Plan issued on 3 March 2025. This release could potentially impact the company’s stock liquidity and provide more flexibility for stakeholders involved in the incentive plan.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase & Co. Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in the company as of June 17, 2025. This change in substantial holding involves transactions such as securities on loan and the purchase and sale of securities by JPMorgan’s subsidiaries, impacting the voting securities of Johns Lyng Group Ltd.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Acquires Substantial Stake in Johns Lyng Group

Norges Bank has become a substantial holder in Johns Lyng Group Ltd, acquiring a 5.02% voting power through its management of ordinary shares. This development indicates a significant investment by the Central Bank of Norway, potentially impacting the company’s market perception and stakeholder confidence.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Receives Acquisition Proposal from Pacific Equity Partners

Johns Lyng Group Limited has received a conditional and non-binding indicative proposal from Pacific Equity Partners to acquire 100% of the company’s issued shares through a scheme of arrangement. An Independent Board Committee has been formed to evaluate the proposal, granting PEP a period of exclusivity for due diligence. The proposal’s outcome remains uncertain, as it requires further approvals from various stakeholders.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that Norges Bank has ceased to be a substantial holder in the company as of June 9, 2025. This change in holding, which involved the return of collateral shares, affects 57,826 common stock votes and may influence the company’s shareholder dynamics and market perception.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Acquires Substantial Stake in Johns Lyng Group

Norges Bank has become a substantial holder in Johns Lyng Group Ltd, acquiring a 5.01% voting power through its management of ordinary shares. This acquisition signifies a notable investment by the Central Bank of Norway, potentially impacting the company’s market positioning and stakeholder interests.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Initiates Trading Halt Amidst Speculation

Johns Lyng Group Ltd has requested a trading halt on its securities due to media speculation about a potential change of control transaction. This halt will last until the company makes an announcement regarding the transaction or until normal trading resumes on June 12, 2025. The halt aims to manage the market’s expectations and ensure fair trading conditions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in the company as of June 3, 2025. This change involves various transactions and securities lending agreements managed by JPMorgan’s subsidiaries, including J.P. Morgan Securities Australia Limited and J.P. Morgan Securities PLC. The cessation of substantial holding by JPMorgan may impact the company’s shareholder structure and could influence market perceptions and investor relations.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Ceases to be Substantial Holder in Johns Lyng Group

Johns Lyng Group Ltd, a company listed on the stock exchange, has experienced a change in its substantial shareholders. Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders as of June 2, 2025. This change involves a decrease in their relevant interest in the company’s ordinary fully paid shares. The adjustments in shareholding are part of securities lending agreements and standard stock market transactions. This shift in substantial holding could impact the company’s market perception and influence stakeholder decisions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Becomes Substantial Shareholder in Johns Lyng Group

Citigroup Global Markets Australia Pty Limited has become a substantial shareholder in Johns Lyng Group Ltd, acquiring a 5.1233% voting power in the company. This development indicates a significant investment and interest from Citigroup, potentially impacting Johns Lyng Group’s market positioning and stakeholder dynamics.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Ceases to be a Substantial Holder in Johns Lyng Group

Johns Lyng Group Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders in the company as of May 16, 2025. This change in substantial holding involves a decrease in relevant interest by Citibank, N.A. Sydney Branch and Citigroup Global Markets Inc, while Citigroup Global Markets Australia Pty Limited and Citigroup Global Markets Limited have increased their relevant interests. The shifts in holdings reflect changes in securities lending agreements and standard stock market transactions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Change in Substantial Holding for Johns Lyng Group Ltd

Johns Lyng Group Ltd has announced a change in its substantial holders, with State Street Global Advisors, a subsidiary of State Street Corporation, ceasing to be a substantial holder as of May 16, 2025. This change in substantial holding could impact the company’s shareholder structure and influence its governance and decision-making processes.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Becomes Substantial Shareholder in Johns Lyng Group

Johns Lyng Group Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related entities have become substantial shareholders in the company, holding a 5.3296% voting power as of May 15, 2025. This development indicates a significant investment by Citigroup, potentially impacting the company’s market position and signaling confidence in its future prospects.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase & Co. Increases Stake in Johns Lyng Group Ltd

JPMorgan Chase & Co. has increased its voting power in Johns Lyng Group Ltd, a company involved in the construction and building services industry, from 5.25% to 6.48%. This change in substantial holding indicates a strategic move by JPMorgan Chase & Co. to strengthen its influence within the company, potentially impacting its operations and market positioning.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Announces Change in Substantial Holder Status

Johns Lyng Group Ltd has announced a change in the status of a substantial holder, with State Street Corporation and its subsidiaries ceasing to hold a significant interest in the company as of April 29, 2025. This change could impact the company’s market dynamics and shareholder composition, potentially influencing its strategic decisions and stakeholder relationships.

Johns Lyng Group Welcomes New Substantial Holder

Johns Lyng Group Ltd has announced a significant change in its shareholder structure, indicating a new substantial holder as of April 28, 2025. This development could impact the company’s governance and strategic direction, as substantial holders often have considerable influence over company decisions. The announcement details the voting power and relevant interests of the new substantial holder, which includes a variety of institutional investors, potentially signaling increased institutional interest and confidence in the company’s future prospects.

State Street Corporation Reduces Stake in Johns Lyng Group

State Street Corporation, through its subsidiaries, has announced that it has ceased to be a substantial holder in Johns Lyng Group Limited as of April 23, 2025. This change in holding could impact the voting dynamics and influence within Johns Lyng Group, potentially affecting its strategic decisions and shareholder relations.

State Street Corporation Ceases Substantial Holding in Johns Lyng Group

State Street Corporation and its subsidiaries have ceased to be substantial holders in Johns Lyng Group Ltd, a company involved in the construction and insurance building services industry. This change in substantial holding could influence the company’s market dynamics and investor confidence, as State Street Corporation is a significant player in financial services globally.

Johns Lyng Group to Release Shares from Voluntary Escrow

Johns Lyng Group Limited announced the release of 170,682 fully paid ordinary shares from voluntary escrow on April 30, 2025. These shares were initially issued as part of the acquisition of the remaining 40% interest in Unitech Building Services. This move marks a significant step in JLG’s strategic growth and consolidation efforts, potentially impacting its market positioning and shareholder value.

State Street Becomes Substantial Holder in Johns Lyng Group

Johns Lyng Group Ltd has announced that State Street Bank and Trust Company, along with its subsidiaries, has become a substantial holder in the company. This development indicates a significant investment and interest from a major financial institution, which may impact the company’s market positioning and stakeholder confidence.

Johns Lyng Group Announces Change in Substantial Holding

Johns Lyng Group Ltd has announced a change in substantial holding, indicating that a previous substantial holder has ceased to hold a significant interest in the company as of April 7, 2025. This change involves State Street Corporation and its subsidiaries, which are no longer substantial holders in Johns Lyng Group. The announcement may impact the company’s shareholder composition and could influence its market dynamics and stakeholder relations.

State Street Corporation Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that State Street Corporation and its subsidiaries have ceased to be substantial holders in the company as of April 2, 2025. This change in substantial holding may impact the company’s shareholder structure and could have implications for its market position and stakeholder interests.

Johns Lyng Group Director Increases Stake with Significant Share Acquisition

Johns Lyng Group Limited announced a change in the director’s interest, with Nicholas Carnell acquiring 395,170 fully paid ordinary shares through an on-market purchase. This transaction, valued at $850,000.37, increases the total shares held by NSC Collective Pty Ltd, where Mr. Carnell is a director, to 2,808,096 shares. The acquisition, conducted during a closed period with prior written clearance, reflects a significant investment by the director, potentially indicating confidence in the company’s future performance.