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Monadelphous Group Limited (AU:MND)
ASX:MND
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Monadelphous Group Limited (MND) AI Stock Analysis

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AU:MND

Monadelphous Group Limited

(Sydney:MND)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
AU$30.00
â–²(5.89% Upside)
Action:Reiterated
Date:07/03/26
The score is driven primarily by stable financial performance and a strong balance sheet (low leverage and healthy ROE), offset by weaker cash flow trends. Technical signals are cautious with the stock trading below key moving averages, while valuation is middling with a higher P/E partially supported by a 3% dividend yield.
Positive Factors
Low leverage & strong ROE
Very low leverage and a 16.8% ROE give Monadelphous durable financial flexibility. Reduced debt lowers financing risk on multi-year projects, supports bid bonding and counterparty confidence, and preserves capacity to fund capex, dividends or M&A without stressing the balance sheet.
Negative Factors
Declining operating cash flow & negative FCF growth
Falling operating cash flow and negative FCF growth can constrain the company's ability to invest in capacity, meet contractual mobilisation costs, or sustain dividends without drawing on reserves. Over several months this can tighten liquidity during large project cycles or shutdown peaks.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage & strong ROE
Very low leverage and a 16.8% ROE give Monadelphous durable financial flexibility. Reduced debt lowers financing risk on multi-year projects, supports bid bonding and counterparty confidence, and preserves capacity to fund capex, dividends or M&A without stressing the balance sheet.
Read all positive factors

Monadelphous Group Limited (MND) vs. iShares MSCI Australia ETF (EWA)

Monadelphous Group Limited Business Overview & Revenue Model

Company Description
Monadelphous Group Limited, an engineering group, provides construction, maintenance, and industrial services to resources, energy, and infrastructure sectors in Australia, China, Mongolia, Papua New Guinea, China, Vietnam, the Philippines, and in...
How the Company Makes Money
Monadelphous makes money by contracting with asset owners (e.g., mining and energy producers and infrastructure operators) to deliver project-based and recurring industrial services, earning revenue from service fees under negotiated contracts. It...

Monadelphous Group Limited Financial Statement Overview

Summary
Solid fundamentals with consistent revenue growth (+6.42%) and improved gross margin (7.54%). Balance sheet strength is notable with low leverage (debt-to-equity 0.16) and healthy ROE (16.82%). The key weakness is cash flow: operating cash flow has declined and free cash flow growth is negative, which tempers the overall financial strength despite good cash conversion (FCF to net income 0.83).
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
65
Positive
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue2.57B2.16B2.01B1.72B1.81B1.75B
Gross Profit193.05M163.13M135.77M118.66M122.51M112.17M
EBITDA161.72M128.11M132.82M108.59M109.31M103.36M
Net Income106.09M83.72M62.20M53.54M52.22M47.06M
Balance Sheet
Total Assets1.12B1.01B887.36M768.17M791.36M777.07M
Cash, Cash Equivalents and Short-Term Investments322.01M205.83M225.86M178.32M183.33M175.71M
Total Debt106.02M80.30M94.24M88.73M109.48M97.59M
Total Liabilities573.65M507.39M421.77M330.20M379.18M381.49M
Stockholders Equity548.91M497.84M465.59M437.98M412.18M395.57M
Cash Flow
Free Cash Flow128.33M67.16M98.86M74.25M55.02M18.54M
Operating Cash Flow159.08M81.04M187.74M93.29M64.87M26.73M
Investing Cash Flow-8.88M-9.40M-87.82M-32.26M-3.18M-2.98M
Financing Cash Flow-95.33M-89.87M-49.98M-66.68M-54.59M-54.33M

Monadelphous Group Limited Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price28.33
Price Trends
50DMA
29.71
Negative
100DMA
29.32
Negative
200DMA
27.55
Positive
Market Momentum
MACD
-0.48
Positive
RSI
42.55
Neutral
STOCH
19.64
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:MND, the sentiment is Neutral. The current price of 28.33 is below the 20-day moving average (MA) of 29.46, below the 50-day MA of 29.71, and above the 200-day MA of 27.55, indicating a neutral trend. The MACD of -0.48 indicates Positive momentum. The RSI at 42.55 is Neutral, neither overbought nor oversold. The STOCH value of 19.64 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:MND.

Monadelphous Group Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
AU$819.09M27.8242.55%5.24%-16.50%-24.00%
69
Neutral
AU$2.26B39.4713.26%1.85%22.85%30.32%
66
Neutral
AU$1.99B26.528.79%1.30%34.24%1.87%
64
Neutral
AU$5.16B32.757.97%3.11%-4.99%120.98%
64
Neutral
AU$3.20B66.237.79%3.20%14.40%-57.82%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
62
Neutral
AU$2.81B26.4620.27%2.65%26.80%40.18%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:MND
Monadelphous Group Limited
28.31
11.04
63.94%
AU:DOW
Downer EDI Limited
7.88
1.40
21.64%
AU:NWH
NRW Holdings Limited
7.12
4.17
141.44%
AU:SRG
SRG Global Limited
3.58
1.95
119.50%
AU:MGH
MAAS Group Holdings Ltd.
5.57
1.55
38.39%
AU:GNG
GR Engineering Services Ltd
4.84
1.65
51.72%

Monadelphous Group Limited Corporate Events

Monadelphous cancels 11,236 performance rights after vesting conditions lapse
Jul 1, 2026
Monadelphous Group Limited has notified the market of changes to its issued capital, following the lapse of a tranche of employee performance rights. The company reported that 11,236 MNDAE performance rights ceased on June 30, 2026 because the con...
Monadelphous MD Increases Shareholding Through Performance Rights Vesting
Jul 1, 2026
Monadelphous Group Limited has disclosed a change in the interests of Managing Director Zoran Bebic, reflecting the vesting and exercise of performance rights into ordinary shares. Following the transaction on 1 July 2026, Bebic’s indirect h...
Monadelphous to List 429,648 New Ordinary Shares on ASX
Jul 1, 2026
Monadelphous Group Limited has applied for the quotation of 429,648 fully paid ordinary shares on the Australian Securities Exchange. The new securities, issued on July 1, 2026, expand the company’s listed share base and reflect the conversi...
Monadelphous Wins Over $200m in New Resources and Energy Contracts
Jun 30, 2026
Monadelphous Group Limited has announced new construction and maintenance contracts in the resources and energy sectors worth more than $200 million, reinforcing its role as a key engineering services provider. The awards span wind power, gas, and...
Monadelphous Wins $380m CS Energy Contract for Brigalow Peaking Plant
Jun 4, 2026
Monadelphous Group Limited has secured a major $380 million contract from CS Energy to deliver balance-of-plant construction and install 12 aeroderivative gas turbine generator units for the Brigalow Peaking Power Plant near Chinchilla, Queensland...
Monadelphous wins $120m in new resources and renewable contracts
May 22, 2026
Monadelphous Group Limited has secured a suite of new construction and maintenance contracts in the resources and renewable energy sectors worth about $120 million, reinforcing its role as a major service provider to leading miners. The wins inclu...
Monadelphous Wins $145m in New Resources Contracts and Extensions
Apr 9, 2026
Monadelphous Group Limited has secured a series of new construction and maintenance contracts and extensions in the resources sector worth about $145 million, bolstering its work pipeline across iron ore, copper, alumina and gold operations. The a...
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.Date of analysis: Jul 03, 2026