Supply Network Limited (SNL) AI Stock Analysis

• Market Cap: AU$1.51B
• Dividend Yield: 2.05%
• Average Volume (3M): 101.50K
• Price to Earnings (P/E): 37.1
• Beta (1Y): 0.44
• Revenue Growth: 15.28%
• EPS Growth: 18.23%
• Country: AU
• Employees: 96
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Auto - Parts
• EPS (TTM): 0.46
• Shares Outstanding: 43,753,845
• 10 Day Avg. Volume: 65,004
• 30 Day Avg. Volume: 101,505
• PEG Ratio: 2.28
• Price to Book (P/B): 11.68
• Price to Sales (P/S): 4.62
• P/FCF Ratio: 57.24
• 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$40.20
• Price Target Upside: 20.40% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 69 Neutral
• Price Target: AU$39.00 ▲(16.80% Upside)

Supply Network Limited's strong financial performance is the most significant factor, showcasing robust growth and stability. However, the stock's high valuation and neutral technical indicators slightly temper the overall score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates expanding market reach and effective business strategies, supporting long-term stability and competitiveness.

Cash Flow Generation

Strong cash flow generation enhances financial flexibility, enabling the company to invest in growth opportunities and weather economic fluctuations.

Profitability

Sustained profitability margins reflect efficient operations and pricing power, which are crucial for long-term financial health and shareholder value.

Negative Factors

High Valuation

A high valuation may limit upside potential and attract scrutiny from investors, potentially impacting future investment and growth prospects.

Leverage

While leverage is moderate, any increase could strain financial resources, affecting the company's ability to invest in growth or weather downturns.

Market Conditions

Neutral market conditions may reflect investor uncertainty, potentially impacting the company's ability to raise capital or pursue strategic initiatives.

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 interpreting, procurement, supply management, and problem solving. Supply Network Limited was incorporated in 1986 and is headquartered in Pemulwuy, Australia.

How the Company Makes Money

SNL generates revenue primarily through its logistics and supply chain management services, charging clients for warehousing space, transportation of goods, and consulting services. Key revenue streams include service fees from freight forwarding, inventory storage, and value-added services such as order fulfillment and packaging. Additionally, SNL has established significant partnerships with major retailers and manufacturers, enabling it to secure long-term contracts that provide a steady income. The company's investment in technology also allows for the implementation of innovative solutions that can be monetized, further diversifying its revenue sources.

Supply Network Limited Financial Statement Overview

Summary

Supply Network Limited exhibits strong financial health with consistent revenue and profit growth, a stable balance sheet with moderate leverage, and healthy cash flows. These factors position the company well for future growth and stability in the competitive auto parts industry.

Income Statement

Supply Network Limited has demonstrated strong revenue growth with a 6.37% increase in the latest year, supported by a solid gross profit margin of 43.96%. The net profit margin of 11.45% and EBIT margin of 16.72% indicate healthy profitability. The company has consistently improved its revenue and profit margins over the years, showcasing robust financial performance.

Balance Sheet

The company's balance sheet reflects a stable financial position with a debt-to-equity ratio of 0.36, indicating moderate leverage. The return on equity of 28.96% is impressive, highlighting efficient use of equity to generate profits. The equity ratio stands at 57.39%, suggesting a strong equity base relative to total assets.

Cash Flow

Supply Network Limited has shown a positive free cash flow growth rate of 13.56%, indicating improved cash generation capabilities. The operating cash flow to net income ratio of 0.53 and free cash flow to net income ratio of 0.88 reflect efficient cash conversion from earnings. The company has maintained a healthy cash flow position, supporting its operational and investment needs.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	349.46M	349.46M	302.60M	252.25M	198.43M	162.58M
Gross Profit	153.64M	153.64M	128.66M	57.39M	84.77M	68.07M
EBITDA	61.20M	61.20M	57.03M	47.08M	35.43M	25.90M
Net Income	40.02M	40.02M	33.02M	27.41M	20.02M	13.85M
Balance Sheet
Total Assets	240.75M	240.75M	200.52M	169.22M	138.53M	117.15M
Cash, Cash Equivalents and Short-Term Investments	21.36M	21.36M	5.83M	7.76M	6.93M	5.56M
Total Debt	49.65M	49.65M	51.39M	51.88M	46.24M	39.62M
Total Liabilities	102.56M	102.56M	97.29M	91.43M	79.21M	67.87M
Stockholders Equity	138.19M	138.19M	103.23M	77.79M	59.33M	49.28M
Cash Flow
Free Cash Flow	28.21M	28.21M	12.15M	14.70M	15.08M	15.14M
Operating Cash Flow	32.17M	32.17M	16.49M	19.03M	18.12M	16.59M
Investing Cash Flow	-700.00K	-700.00K	-4.33M	-4.33M	-3.01M	-1.42M
Financing Cash Flow	-14.71M	-14.71M	-14.43M	-14.99M	-13.72M	-10.21M

Supply Network Limited Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 33.39
• 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:SNL, the sentiment is Negative. The current price of 33.39 is above the 20-day moving average (MA) of 33.08, below the 50-day MA of 34.30, and below the 200-day MA of 36.55, indicating a neutral trend. The MACD of -0.29 indicates Negative momentum. The RSI at 47.46 is Neutral, neither overbought nor oversold. The STOCH value of 75.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SNL.

Supply Network Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SNL	69 Neutral	AU$1.51B	37.15	33.16%	2.05%	15.28%	18.23%
RPM	63 Neutral	AU$16.81M	3.56	8.25%	―	-5.17%	-19.44%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
ARB	60 Neutral	AU$2.80B	28.48	13.51%	2.00%	5.31%	-5.74%
AMA	53 Neutral	AU$4.45B	-547.06	-4.58%	―	13.54%	66.33%
AOV	51 Neutral	AU$1.20B	―	-12.12%	4.48%	1.04%	-208.03%
NTD	48 Neutral	AU$50.31M	-1.02	-44.12%	―	0.89%	-2641.38%

Supply Network Limited Corporate Events

Supply Network Limited’s AGM Highlights FY2025 Achievements and Future Outlook

Supply Network Limited held its Annual General Meeting on October 24, 2025, where Chairman Robert Fraser addressed shareholders, business partners, and visitors. The meeting covered several key areas, including the company’s financial highlights for FY2025, developments in its network, market dynamics, safety measures, board activities, and future outlook. These discussions are crucial for understanding the company’s current position and strategic direction, potentially impacting its operations and stakeholder relations.

The most recent analyst rating on (AU:SNL) stock is a Hold with a A$38.00 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Reports Robust FY2025 Growth and Network Expansion

Supply Network Limited has reported strong financial performance for FY2025, with sales revenue reaching $348.8 million, marking a 15.3% growth, and profit after tax at $40 million, reflecting an 18.2% increase in earnings per share. The company continues to expand its Multispares network, with new branches in Wangara and Karratha, aiming to maintain its strong market position by adapting to evolving customer needs and enhancing service capabilities.

The most recent analyst rating on (AU:SNL) stock is a Hold with a A$38.00 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Director’s Share Acquisition

Supply Network Limited announced a change in the director’s interest, specifically regarding Mr. P W Gill, who has acquired an additional 1,727 ordinary shares at a value of $33.53 per share. This change reflects a minor adjustment in the company’s internal shareholding structure, potentially impacting the director’s influence and stake within the company.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Director’s Interest Change

Supply Network Limited has announced a change in the director’s interest notice for Mr. P W McKenzie. The company, which operates in the supply network industry, has disclosed that Mr. McKenzie, as a trustee and member of the P & L McKenzie Superannuation Fund, has increased his indirect interest by acquiring 34,901 ordinary shares at a value of $33.53 per share, bringing his total to 3,114,435 shares. This change reflects an adjustment in the director’s holdings, potentially impacting the company’s governance and shareholder dynamics.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Director’s Share Acquisition

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. R D Fraser, reflecting an acquisition of 2,323 ordinary shares. This change indicates a slight increase in Mr. Fraser’s holdings, which may impact the company’s governance dynamics and influence shareholder perceptions. The update is part of the company’s regulatory compliance with ASX listing rules.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Director’s Share Acquisition

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. G J Forsyth. This update involves the acquisition of 122,510 ordinary shares, reflecting a strategic adjustment in the director’s holdings, which may influence the company’s governance and stakeholder confidence.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Director’s Interest Change

Supply Network Limited has announced a change in the director’s interest, specifically concerning Mr. G D H Stewart. Mr. Stewart has acquired 6,829 ordinary shares at a value of $33.53 per share, increasing his indirect holdings. This change reflects ongoing adjustments in the company’s leadership investment strategies, potentially impacting stakeholder perceptions and the company’s market positioning.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Issues New Securities on ASX

Supply Network Limited has announced the issuance of 295,851 ordinary fully paid securities, which will be quoted on the ASX. This move is part of a dividend or distribution plan, potentially impacting the company’s financial structure and offering opportunities for stakeholders to engage with the company’s growth strategy.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Updates Dividend Reinvestment Plan

Supply Network Limited has announced an update regarding its Dividend Reinvestment Plan, setting the share price at AUD33.53 per ordinary share, with issuance scheduled for October 2, 2025. This update reflects the company’s ongoing commitment to shareholder value and may impact investor decisions and market positioning as it aligns with the financial period ending June 30, 2025.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces 2025 AGM with Key Resolutions

Supply Network Limited has announced its 2025 Annual General Meeting, scheduled for October 24, 2025, in Sydney. Key agenda items include the consideration of financial reports, the adoption of the remuneration report, and the election of directors, including the re-election of Mr. Peter W McKenzie and the election of Ms. Karen L Phin. Additionally, a resolution will be considered for the appointment of BDO Audit Pty Ltd as the new auditor, subject to regulatory approval. This meeting is pivotal for stakeholders as it addresses critical governance and operational roles within the company, potentially impacting its strategic direction and financial oversight.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Releases Corporate Governance Statement

Supply Network Limited has released its Corporate Governance Statement and Appendix 4G, as required by the ASX Listing Rules. This release, authorized by the company’s board, outlines the company’s adherence to governance standards, which is crucial for maintaining transparency and trust with stakeholders.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Appoints Karen Phin as Independent Non-Executive Director

Supply Network Limited has announced the appointment of Karen Phin as an independent Non-Executive Director. With over 30 years of experience in legal, corporate advisory, and capital markets, Phin brings valuable expertise to the board. Her role will enhance the board’s independence and complement the existing directors’ skills. She will also serve on the Audit and Risk and Remuneration Committees, potentially strengthening the company’s governance and strategic oversight.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$41.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Reports Strong Financial Growth for 2025

Supply Network Limited has announced its audited financial results for the year ending June 30, 2025, reporting a 15.5% increase in revenue to $349.947 million and a 21.2% rise in net profit to $40.023 million. The company’s strong financial performance, including a final dividend of 38 cents per share, underscores its robust market position and potential positive impact on shareholder value.

The most recent analyst rating on (AU:SNL) stock is a Hold with a A$40.10 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.