Lindsay Australia Limited (LAU) AI Stock Analysis

• Market Cap: AU$218.74M
• Dividend Yield: 6.13%
• Average Volume (3M): 606.26K
• Price to Earnings (P/E): 10.8
• Beta (1Y): 0.93
• Revenue Growth: 5.65%
• EPS Growth: -36.97%
• Country: AU
• Employees: 1,852
• Sector: Industrials
• Sector Strength: 72
• Industry: Trucking
• EPS (TTM): 0.02
• Shares Outstanding: 364,566,960
• 10 Day Avg. Volume: 569,846
• 30 Day Avg. Volume: 606,264
• PEG Ratio: -0.35
• Price to Book (P/B): 1.46
• Price to Sales (P/S): 0.27
• P/FCF Ratio: 4.25
• 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$0.93
• Price Target Upside: 55.00% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 61 Neutral
• Price Target: AU$0.50 ▼(-16.67% 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 (LAU) is a diversified logistics and supply chain company based in Australia, specializing in the transportation and distribution of temperature-sensitive and general freight. The company operates primarily in two key sectors: logistics services, which include refrigerated transport and warehousing, and manufacturing, which focuses on producing a range of products for the agricultural sector. Its core services include freight management, supply chain solutions, and the provision of logistics infrastructure, catering to a wide array of industries, including food and beverage, agriculture, and retail.

How the Company Makes Money

Lindsay Australia Limited generates revenue primarily through its logistics services, which include the transportation of goods, warehousing, and supply chain management. The company operates a fleet of vehicles that facilitate the movement of temperature-sensitive products, allowing it to serve clients in industries where product integrity is crucial. Key revenue streams include freight charges for transporting goods, fees for warehousing and storage services, and logistics management fees for overseeing supply chains. Additionally, LAU benefits from long-term contracts with major clients, enhancing revenue stability. The company's partnerships with agricultural producers and retailers further contribute to its earnings by providing consistent demand for its services.

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	69.75M	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: Neutral
• Last Price: 0.60
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• 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 Neutral. The current price of 0.6 is below the 20-day moving average (MA) of 0.61, below the 50-day MA of 0.63, and below the 200-day MA of 0.68, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 51.00 is Neutral, neither overbought nor oversold. The STOCH value of 70.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:LAU.

Lindsay Australia Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VYS	72 Outperform	AU$324.38M	29.29	15.23%	―	40.38%	7.14%
CLX	71 Outperform	AU$150.94M	10.26	11.37%	5.33%	1.33%	-11.07%
IPG	68 Neutral	AU$358.28M	13.65	16.64%	3.57%	22.13%	9.16%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
LAU	61 Neutral	AU$218.74M	10.85	11.41%	6.13%	5.65%	-36.97%
SLH	60 Neutral	―	―	―	―	11.01%	-106.43%
VEE	54 Neutral	AU$195.61M	60.36	5.66%	0.89%	-14.88%	-56.89%

Lindsay Australia Limited Corporate Events

Lindsay Australia Director Increases Shareholding

Lindsay Australia Limited announced a change in the director’s interest, with Robert Maxwell Miller acquiring an additional 699,276 fully paid ordinary shares, increasing his total holdings to 26,494,058 shares. This change in shareholding reflects a continued commitment to the company by the director and may indicate confidence in the company’s future performance, potentially impacting stakeholder perceptions and the company’s market positioning.

The most recent analyst rating on (AU:LAU) stock is a Hold with a A$0.50 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 2025 AGM Details

Lindsay Australia Limited has announced its 2025 Annual General Meeting (AGM), scheduled for November 7, 2025, at 11:00 am AEST. The meeting will take place both in person and virtually, providing flexibility for stakeholders to participate. This announcement is part of the company’s ongoing efforts to engage with its shareholders and discuss future strategies and performance.

The most recent analyst rating on (AU:LAU) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Updates Dividend Reinvestment Plan Details

Lindsay Australia Limited has updated its previous announcement to include the Dividend Reinvestment Plan (DRP) reinvestment price. This update pertains to the dividend distribution for the six-month period ending on June 30, 2025, with the record date set for September 30, 2025. This announcement is significant for stakeholders as it provides clarity on the reinvestment price, potentially impacting shareholder decisions regarding dividend reinvestment.

The most recent analyst rating on (AU:LAU) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Director Increases Stake in Company

Lindsay Australia Limited has announced a change in the director’s interest, with Robert Lewis Green acquiring an additional 80,000 ordinary fully paid shares in the company, bringing his total to 115,829 shares. This acquisition, executed through an on-market purchase at $0.6826 per share, signifies a strengthened personal investment by the director, potentially indicating confidence in the company’s future performance and stability, which could positively influence stakeholder perceptions.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$0.80 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Safe Driving Concepts Reduces Stake in Lindsay Australia

Lindsay Australia Limited has announced that Safe Driving Concepts Pty Ltd has ceased to be a substantial holder in the company. This change results from the sale of 3,532,534 ordinary shares, reducing their holding to below 5%. The transaction, valued at $2,526,719, may impact the company’s shareholder structure and voting dynamics.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$0.80 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 Director Increases Stake with Share Acquisition

Lindsay Australia Limited has announced a change in the director’s interest, with Rodney John Boys acquiring 80,000 ordinary fully paid shares in the company through an on-market trade. This acquisition reflects a significant increase in Mr. Boys’ stake in the company, potentially indicating confidence in the company’s future performance and strategic direction, which may have implications for stakeholders and market perception.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$0.80 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia Updates Director’s Interest Notice

Lindsay Australia Limited announced a change in the director’s interest notice for Robert Miller, reflecting on-market trades and correcting a previous typographical error regarding the number of shares held in a trustee capacity. This update ensures transparency in the company’s governance and may impact stakeholders’ perception of the company’s management practices.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$0.80 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 Demonstrates Resilience Amid FY25 Challenges

Lindsay Australia Limited reported a resilient financial performance for FY25, despite facing challenges like margin compression and competitive pressures. The company achieved a 5.6% increase in group revenue to $849.8 million, driven by growth in its Transport and Rural divisions and supported by recent acquisitions. However, underlying EBITDA fell by 11.7% due to rising input costs and softer consumer demand. Strategic acquisitions and capital investments have strengthened Lindsay Australia’s market position, particularly in the refrigerated transport sector, while a new enterprise agreement supports over 1,800 employees. The company remains focused on long-term sustainability and value creation, maintaining a balanced approach to leverage and capital allocation.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.08 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 Releases 2025 Corporate Governance Statement

Lindsay Australia Limited has released its corporate governance statement for the financial year ending June 30, 2025, which outlines the company’s adherence to the ASX Corporate Governance Council’s principles and recommendations. The statement, approved by the board, highlights the company’s commitment to transparency and accountability in its governance practices, which is crucial for maintaining investor confidence and ensuring effective management oversight.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.08 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 Dividend Distribution for 2025

Lindsay Australia Limited has announced a dividend distribution of AUD 0.015 per share for its ordinary fully paid shares, with a record date of September 30, 2025, and a payment date of October 10, 2025. This announcement reflects the company’s financial performance for the six-month period ending June 30, 2025, and may impact shareholder returns and market perception.

The most recent analyst rating on (AU:LAU) stock is a Buy with a A$1.08 price target. To see the full list of analyst forecasts on Lindsay Australia Limited stock, see the AU:LAU Stock Forecast page.

Lindsay Australia to Announce Full-Year Financial Results

Lindsay Australia Limited announced that it will release its full-year financial results for the year ending June 30, 2025, on August 25, 2025. The results will be presented by CEO Clay McDonald and CFO Justin Green via a live audio webcast, indicating the company’s commitment to transparency and engagement with 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.