Supply Network Limited (AU:SNL)
ASX:SNL
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Supply Network Limited
(Sydney:SNL)
Select Model
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Rating:71Outperform
Price Target:
AU$31.00
▼(-3.46% Downside)
Action:Upgraded
Date:03/24/26
The score is driven primarily by strong underlying financial performance (profitability expansion and a strengthening balance sheet), partially offset by weaker technical signals (below key moving averages and negative MACD). Valuation is supportive with a reasonable P/E and moderate dividend yield.
Positive Factors
Margin expansion and improving profitability
Sustained and material gross- and net-margin expansion over several years indicates durable pricing power or mix improvement in aftermarket parts. Higher margins support reinvestment, debt paydown and shareholder returns, and create a buffer versus cyclical revenue swings.
Negative Factors
Low operating cash flow conversion
Earnings are not consistently converting to operating cashflow, indicating working-capital strain or timing mismatches. Over months this can constrain liquidity, make dividends or capex funding less reliable, and increase reliance on balance-sheet buffers despite reported profits.
Read all positive and negative factors
Positive Factors
Negative Factors
Margin expansion and improving profitability
Sustained and material gross- and net-margin expansion over several years indicates durable pricing power or mix improvement in aftermarket parts. Higher margins support reinvestment, debt paydown and shareholder returns, and create a buffer versus cyclical revenue swings.
Read all positive factors
Supply Network Limited (SNL) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$1.35B
Dividend Yield2.15%
Average Volume (3M)101.50K
Price to Earnings (P/E)31.5
Beta (1Y)0.80
Revenue Growth15.03%
EPS Growth11.75%
CountryAU
Employees96
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)0.99
Shares Outstanding43,753,845
10 Day Avg. Volume65,004
30 Day Avg. Volume101,505
Financial Highlights & Ratios
PEG Ratio2.28
Price to Book (P/B)11.68
Price to Sales (P/S)4.62
P/FCF Ratio57.24
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.07
Revenue Forecast (FY)AU$403.71M
Supply Network Limited Business Overview & Revenue Model
Company Description
Supply Network Limited provides aftermarket parts to the commercial vehicle industry in Australia and New Zealand. The company sells truck and bus parts under the Multispares brand name, as well as offers a range of services comprising parts inter...
How the Company Makes Money
SNL generates its revenue through the sale of replacement parts for commercial vehicles, such as trucks and buses, to customers, including workshops, fleet operators, and other businesses that maintain and repair vehicles. The company sources auto...
Supply Network Limited Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
82
Very Positive
Cash Flow
74
Positive
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 378.43M | 349.46M | 302.60M | 252.25M | 198.43M | 162.58M |
| Gross Profit | 125.55M | 153.64M | 128.66M | 57.39M | 84.77M | 68.07M |
| EBITDA | 70.47M | 61.20M | 57.03M | 47.08M | 35.43M | 25.90M |
| Net Income | 43.10M | 40.02M | 33.02M | 27.41M | 20.02M | 13.85M |
Balance Sheet | ||||||
| Total Assets | 252.79M | 240.75M | 200.52M | 169.22M | 138.53M | 117.15M |
| Cash, Cash Equivalents and Short-Term Investments | 23.34M | 21.36M | 5.83M | 7.76M | 6.93M | 5.56M |
| Total Debt | 85.26M | 49.65M | 51.39M | 51.88M | 46.24M | 39.62M |
| Total Liabilities | 99.96M | 102.56M | 97.29M | 91.43M | 79.21M | 67.87M |
| Stockholders Equity | 152.82M | 138.19M | 103.23M | 77.79M | 59.33M | 49.28M |
Cash Flow | ||||||
| Free Cash Flow | 27.58M | 28.21M | 12.15M | 14.70M | 15.08M | 15.14M |
| Operating Cash Flow | 31.99M | 32.17M | 16.49M | 19.03M | 18.12M | 16.59M |
| Investing Cash Flow | -4.40M | -700.00K | -4.33M | -4.33M | -3.01M | -1.42M |
| Financing Cash Flow | -23.27M | -14.71M | -14.43M | -14.99M | -13.72M | -10.21M |
Supply Network Limited Technical Analysis
Positive
32.11
Price Trends
31.52
Negative
32.83
Negative
33.39
Negative
Market Momentum
-0.23
Negative
51.69
Neutral
73.90
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SNL, the sentiment is Positive. The current price of 32.11 is above the 20-day moving average (MA) of 30.38, above the 50-day MA of 31.52, and below the 200-day MA of 33.39, indicating a neutral trend. The MACD of -0.23 indicates Negative momentum. The RSI at 51.69 is Neutral, neither overbought nor oversold. The STOCH value of 73.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:SNL.
Supply Network Limited Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | AU$1.35B | 31.48 | 29.62% | 2.15% | 15.03% | 11.75% | |
64 Neutral | AU$1.56B | 17.32 | 11.91% | 2.10% | 1.80% | -14.08% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
57 Neutral | AU$199.82M | -54.98 | -1.82% | ― | 18.26% | -600.00% | |
54 Neutral | AU$848.61M | -9.24 | -12.93% | 4.58% | 1.60% | -213.46% | |
52 Neutral | AU$5.18M | 3.80 | 2.26% | ― | -13.04% | -58.60% | |
43 Neutral | AU$29.35M | -2.81 | -13.84% | ― | -5.57% | 77.42% |
* Consumer Cyclical Sector Average
AU:SNL
Supply Network Limited
30.98
-8.51
-21.55%
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Supply Network Limited Corporate Events
Citigroup Group Ceases to Be Substantial Holder in Supply Network Limited
May 29, 2026
Citigroup Global Markets Australia and related Citi entities have notified Supply Network Limited that they have ceased to be a substantial shareholder as of 27 May 2026. The change reflects a series of securities transactions and adjustments in r...
Pinnacle Exits Substantial Holder Position in Supply Network
May 25, 2026
Pinnacle Investment Management Group Limited and its subsidiaries have notified Supply Network Limited that they have ceased to be a substantial holder in the company as of 20 May 2026. The change in Pinnacle’s relevant interest, detailed in...
Spheria Exits Substantial Holder Position in Supply Network
Apr 13, 2026
Spheria Asset Management has lodged notice that it has ceased to be a substantial shareholder in Supply Network Limited as of 9 April 2026. The change reflects a reduction in Spheria’s relevant interest in the company’s voting securiti...
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.