Lindsay Australia Limited (LAU) AI Stock Analysis

• Market Cap: AU$245.57M
• Dividend Yield: 7.56%
• Average Volume (3M): 1.01M
• Price to Earnings (P/E): 12.2
• Beta (1Y): 0.93
• Revenue Growth: 5.65%
• EPS Growth: -36.97%
• Country: AU
• Employees: 1,852
• Sector: Industrials
• Sector Strength: 73
• Industry: Trucking
• EPS (TTM): 0.02
• Shares Outstanding: 363,801,030
• 10 Day Avg. Volume: 1,147,297
• 30 Day Avg. Volume: 1,011,283
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• 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$0.85
• Price Target Upside: 25.00% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 5

• Rating: 61 Neutral
• Price Target: AU$0.50 ▼(-26.47% Downside)

Lindsay Australia Limited's stock score is primarily influenced by its financial performance, which shows potential but is hindered by high leverage and profitability challenges. The technical analysis indicates bearish momentum, while the valuation suggests the stock is attractive for income-focused investors due to its high dividend yield. The absence of earnings call data and corporate events limits additional insights.

Lindsay Australia Limited Business Overview & Revenue Model

Company Description

Lindsay Australia Limited, together with its subsidiaries, provides integrated transport, logistics, and rural supply services to the agriculture, horticulture, and food-related industries in Australia. The company operates through Transport and Rural segments. It also provides packaging, fertilizers, chemicals, and irrigation equipment services. In addition, the company offers linehaul, dry and general, refrigerated chiller freight, and local pick-up delivery services. Further, the company provides unloading, cross-docking, storage, ripening, fumigation, and import/export services. Lindsay Australia Limited was incorporated in 1993 and is based in Acacia Ridge, Australia.

How the Company Makes Money

Lindsay Australia Limited generates revenue through its diversified operations in transport, logistics, and rural supply services. The key revenue streams include freight transportation services, where the company utilizes its fleet to transport goods across various regions. Additionally, it earns income from logistics management services, providing supply chain solutions that enhance efficiency for clients. The distribution of rural supplies, including essential agricultural products like fertilizers, chemicals, and seeds, constitutes another significant revenue stream. Lindsay Australia's earnings are bolstered by strategic partnerships with agricultural producers and distributors, enabling the company to maintain a steady flow of business and optimize its service offerings to meet market demands.

Lindsay Australia Limited Financial Statement Overview

Summary

Lindsay Australia Limited shows steady revenue growth and operational efficiency, but faces challenges with profitability and high leverage. The cash flow situation requires attention due to declining free cash flow growth. Overall, the company must address leverage and profitability issues to ensure long-term stability.

Income Statement

Lindsay Australia Limited has shown consistent revenue growth over the years, with a 3.13% increase in the latest period. However, the gross profit margin has decreased slightly from previous years, indicating potential cost pressures. The net profit margin has also declined, suggesting challenges in maintaining profitability. Despite these issues, the company maintains a stable EBIT and EBITDA margin, reflecting operational efficiency.

Balance Sheet

The company's debt-to-equity ratio is relatively high at 2.06, indicating significant leverage, which could pose risks if not managed properly. Return on equity has decreased, reflecting reduced profitability for shareholders. However, the equity ratio remains stable, suggesting a balanced asset structure.

Cash Flow

Operating cash flow has decreased, impacting the operating cash flow to net income ratio. Free cash flow growth has been negative, which could affect future investments and debt repayments. However, the free cash flow to net income ratio remains healthy, indicating good cash generation relative to net income.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	854.84M	849.78M	804.37M	676.25M	553.07M	435.15M
Gross Profit	175.47M	620.15M	604.09M	542.28M	424.29M	141.78M
EBITDA	90.79M	92.23M	98.48M	98.28M	72.78M	44.67M
Net Income	17.39M	17.39M	27.27M	34.52M	19.23M	1.25M
Balance Sheet
Total Assets	624.12M	624.12M	550.05M	497.35M	424.07M	385.77M
Cash, Cash Equivalents and Short-Term Investments	108.98M	108.98M	45.56M	51.97M	29.04M	27.59M
Total Debt	320.37M	320.37M	247.05M	234.04M	205.96M	203.45M
Total Liabilities	468.66M	468.66M	400.69M	369.98M	321.16M	296.89M
Stockholders Equity	155.46M	155.46M	149.37M	127.37M	102.92M	88.88M
Cash Flow
Free Cash Flow	53.28M	53.28M	82.14M	49.48M	25.83M	48.88M
Operating Cash Flow	70.69M	70.69M	102.71M	86.00M	39.63M	51.73M
Investing Cash Flow	-29.09M	-29.09M	-40.52M	-34.11M	-10.64M	-1.87M
Financing Cash Flow	21.82M	21.82M	-68.60M	-28.96M	-27.54M	-40.16M

Lindsay Australia Limited Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 0.68
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:LAU, the sentiment is Negative. The current price of 0.68 is below the 20-day moving average (MA) of 0.72, below the 50-day MA of 0.73, and below the 200-day MA of 0.75, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 38.48 is Neutral, neither overbought nor oversold. The STOCH value of 45.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:LAU.

Lindsay Australia Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
IPG	75 Outperform	AU$430.33M	16.42	16.64%	3.12%	22.13%	9.16%
CLX	72 Outperform	AU$153.03M	10.42	11.37%	5.51%	1.33%	-11.07%
VYS	69 Neutral	AU$300.64M	27.14	15.23%	―	40.38%	7.14%
VEE	66 Neutral	AU$165.90M	54.95	5.66%	0.82%	-14.88%	-56.89%
Sector *	64 Neutral	$10.75B	15.58	7.62%	2.01%	2.80%	-14.32%
LAU	61 Neutral	AU$245.57M	12.21	11.41%	7.56%	5.65%	-36.97%
SLH	60 Neutral	$174.51M	22.84	-1.11%	1.97%	11.01%	-106.43%

Lindsay Australia Limited Corporate Events

Lindsay Australia Issues Shares from Unlisted Options

Lindsay Australia Limited has announced the issuance of 65,068 ordinary shares following the exercise of unlisted options, which were exercisable at no cost before June 2026. This move indicates a strategic financial maneuver to potentially enhance shareholder value and reflects the company’s compliance with regulatory requirements, which could positively impact its market positioning.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Limited Announces Change in Substantial Holder Interests

Lindsay Australia Limited has announced a change in the interests of a substantial holder, Safe Driving Concepts Pty Ltd, due to the issuance of 46.5 million new shares to the sellers of SRT Logistics Pty Ltd. This change has resulted in a decrease in voting power from 8.89% to 6.86%, impacting the company’s shareholder structure and potentially influencing its strategic decisions and market position.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.02 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

BKI Investment Company Ceases Substantial Holding in Lindsay Australia

Lindsay Australia Limited has announced that BKI Investment Company Limited has ceased to be a substantial holder in the company as of July 1, 2025. This change is due to the issuance of 46,500,000 new shares to the sellers of SRT Logistics Pty Ltd, impacting the voting securities and potentially altering the company’s shareholder structure. This development could influence Lindsay Australia’s market positioning and stakeholder interests, as it reflects a significant shift in shareholding dynamics.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Appoints New Director with Significant Shareholdings

Lindsay Australia Limited has announced the appointment of Robert Maxwell Miller as a director effective from July 1, 2025. Miller holds a significant number of shares in the company, both personally and as a trustee for the Robert Miller Family Trust. A substantial portion of these shares are subject to voluntary escrow, with staggered release conditions tied to the company’s financial year results for FY2026 and FY2027. This appointment and the conditions on the shares could impact the company’s governance and shareholding structure, potentially influencing stakeholder interests and market perceptions.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Appoints Robert Miller as Executive Director Post-Acquisition

Lindsay Australia Limited has appointed Mr. Robert Miller as executive director following the successful acquisition of SRT Logistics Pty Ltd. Mr. Miller, with nearly 30 years of experience and a strong industry network, is expected to enhance the strategic decision-making capabilities of the combined entities, potentially strengthening Lindsay Australia’s market position.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Expands with SRT Logistics Acquisition

Lindsay Australia Limited has issued 46.5 million new fully paid ordinary shares to the shareholders of SRT Logistics Pty Ltd as part of its acquisition of the company. This strategic move, executed under a Share Sale and Purchase Agreement, is expected to enhance Lindsay Australia’s operational capabilities and market positioning within the logistics sector.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Completes Acquisition of SRT Logistics

Lindsay Australia Limited has completed its acquisition of SRT Logistics, Tasmania’s largest provider of refrigerated supply chain solutions. This acquisition enhances Lindsay’s national service offering and provides a strategic entry into the Tasmanian road freight and Bass Strait shipping markets, offering increased customer and geographic diversification.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Limited Announces New Securities Quotation

Lindsay Australia Limited has announced the issuance of 46,500,000 ordinary fully paid securities, which are set to be quoted on the Australian Securities Exchange (ASX) as of July 1, 2025. This move is part of previously announced transactions and is expected to enhance the company’s capital structure, potentially impacting its market positioning and providing new opportunities for stakeholders.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Limited Updates Proposed Securities Issue Date

Lindsay Australia Limited announced an update regarding the proposed issue of securities, with the new issue date set for July 1, 2025. This update reflects the company’s ongoing efforts to manage its capital structure and enhance its market position, potentially impacting its stakeholders by providing additional financial resources for growth and operational improvements.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Issues New Shares Through Option Exercise

Lindsay Australia Limited has announced the issuance of 65,068 ordinary shares following the exercise of an equivalent number of unlisted options, which were exercisable at no cost before June 2026. This move signifies a strategic financial maneuver to potentially enhance shareholder value and liquidity, aligning with compliance under the Corporations Act, and indicating a stable regulatory standing.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Announces Director Retirement and Leadership Transition

Lindsay Australia Limited has announced the retirement of Mr. Matthew Stubbs from the board of directors, effective June 27, 2025. Mr. Stubbs has been instrumental in shaping the company’s growth strategy since his appointment in 2021. Following his retirement, Mr. Rodney Boys will take over as chair of the Audit and Risk Committee, indicating a smooth transition in leadership roles within the company.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Limited Announces Proposed Issue of 46.5 Million Securities

Lindsay Australia Limited has announced a proposed issue of 46,500,000 fully paid ordinary securities, set to take place on June 30, 2025. This strategic move is expected to enhance the company’s capital base, potentially strengthening its market position and providing additional resources for operational expansion, which could have significant implications for its stakeholders.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Acquires SRT Logistics for $108.2 Million

Lindsay Australia Limited has announced the acquisition of SRT Logistics Pty Ltd, Tasmania’s largest provider of refrigerated supply chain solutions, for approximately $108.2 million. This strategic acquisition allows Lindsay Australia to expand its presence in the Tasmanian market and leverage its existing network for growth opportunities. The acquisition is expected to be completed by June 30, 2025, and is anticipated to deliver significant financial benefits, including a 15% increase in earnings per share for FY25. Additionally, SRT’s CEO, Robert Miller, will join Lindsay Australia’s board as an Executive Director, further integrating the operations of the two companies.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.30 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.