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Beacon Lighting Group Ltd
(Sydney:BLX)
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Rating:65Neutral
Price Target:
AU$2.00
▲(17.65% Upside)
Action:Reiterated
Date:08/28/26
The score is driven primarily by stable financial health with solid and improving free cash flow, partly offset by multi-year margin compression and declining ROE. Valuation is supportive due to a moderate P/E and attractive dividend yield, while technicals are mixed—positive short-term trend but still below the 200-day moving average.
Positive Factors
Revenue Rebound
The renewed top-line growth indicates improving customer demand and market activity. If sustained, stronger revenue can support operating leverage, supplier scale benefits and continued investment across Beacon’s store and online channels.
Negative Factors
Multi-Year Margin Compression
The sustained decline in net and operating margins suggests higher costs, pricing pressure or an unfavorable mix. Unless reversed, weaker profitability will limit earnings conversion from revenue growth and reduce resilience during softer demand.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Rebound
The renewed top-line growth indicates improving customer demand and market activity. If sustained, stronger revenue can support operating leverage, supplier scale benefits and continued investment across Beacon’s store and online channels.
Read all positive factors
Beacon Lighting Group Ltd (BLX) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$396.76M
Dividend Yield4.21%
Average Volume (3M)113.22K
Price to Earnings (P/E)15.9
Beta (1Y)1.39
Revenue Growth3.42%
EPS Growth-8.75%
CountryAU
Employees1,130
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)0.12
Shares Outstanding229,342,150
10 Day Avg. Volume64,876
30 Day Avg. Volume113,220
Financial Highlights & Ratios
PEG Ratio-1.88
Price to Book (P/B)2.07
Price to Sales (P/S)1.17
P/FCF Ratio8.19
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$2.17Price Target Upside27.65% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)0.12
Revenue Forecast (FY)AU$351.75M
Beacon Lighting Group Ltd Business Overview & Revenue Model
Company Description
Operating both within Australia and on an international scale, Beacon Lighting Group Limited functions as a retailer specializing in illumination products. The company's extensive operations encompass the entire product journey, from the conceptio...
How the Company Makes Money
BLX makes money primarily by selling lighting and related products to customers through its owned retail store network and its e-commerce channel. Revenue is generated from product sales across core categories (such as indoor lighting, outdoor lig...
Beacon Lighting Group Ltd Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
60
Neutral
Cash Flow
67
Positive
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 340.44M | 328.92M | 324.81M | 312.44M | 304.79M |
| Gross Profit | 233.74M | 227.22M | 224.56M | 211.82M | 210.86M |
| EBITDA | 84.14M | 87.07M | 86.48M | 85.64M | 92.69M |
| Net Income | 26.99M | 29.37M | 30.10M | 33.64M | 40.73M |
Balance Sheet | |||||
| Total Assets | 407.09M | 394.78M | 367.07M | 332.92M | 353.92M |
| Cash, Cash Equivalents and Short-Term Investments | 54.23M | 55.22M | 46.21M | 20.68M | 28.00M |
| Total Debt | 171.17M | 164.36M | 157.22M | 149.38M | 144.02M |
| Total Liabilities | 214.68M | 212.17M | 201.28M | 183.82M | 219.79M |
| Stockholders Equity | 192.42M | 182.61M | 165.79M | 149.10M | 134.13M |
Cash Flow | |||||
| Free Cash Flow | 48.62M | 53.46M | 66.05M | 37.28M | 42.80M |
| Operating Cash Flow | 60.83M | 63.97M | 75.05M | 48.92M | 52.41M |
| Investing Cash Flow | -15.66M | -11.35M | -19.93M | -13.68M | -14.13M |
| Financing Cash Flow | -46.16M | -43.58M | -39.63M | -42.55M | -44.12M |
Beacon Lighting Group Ltd Technical Analysis
Positive
1.70
Price Trends
1.68
Positive
1.64
Positive
2.03
Negative
Market Momentum
<0.01
Positive
55.15
Neutral
27.82
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BLX, the sentiment is Positive. The current price of 1.7 is above the 20-day moving average (MA) of 1.67, above the 50-day MA of 1.68, and below the 200-day MA of 2.03, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 55.15 is Neutral, neither overbought nor oversold. The STOCH value of 27.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:BLX.
Beacon Lighting Group Ltd Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | AU$5.73B | 10.27 | 11.55% | 6.00% | 9.50% | 29.80% | |
66 Neutral | AU$1.30B | 16.80 | 27.14% | 4.87% | 4.33% | 31.22% | |
65 Neutral | AU$396.76M | 15.87 | 15.11% | 2.86% | 3.42% | -8.75% | |
62 Neutral | AU$47.95M | 9.28 | 14.55% | 8.20% | 8.43% | 23.06% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
55 Neutral | AU$267.03M | -6.62 | -19.53% | 5.85% | 3.83% | -251.57% | |
51 Neutral | AU$561.76M | 133.05 | 3.54% | ― | 10.63% | -62.61% |
* Consumer Cyclical Sector Average
AU:BLX
Beacon Lighting Group Ltd
1.95
-1.44
-42.48%
AU:HVN
Harvey Norman Holdings Ltd
4.50
-1.38
-23.52%
AU:TPW
Temple & Webster Group Ltd
4.62
-19.31
-80.69%
AU:NCK
Nick Scali Limited
14.88
-8.17
-35.44%
AU:ADH
Adairs Ltd.
1.44
-1.18
-45.10%
AU:DSK
Dusk Group Ltd.
0.80
-0.11
-12.35%
Beacon Lighting Group Ltd Corporate Events
Beacon Lighting Declares Interim Dividend of AUD 0.034 per Share
Aug 26, 2026
Beacon Lighting Group Ltd has declared a dividend of AUD 0.034 per ordinary fully paid share for the six‑month period ended 28 June 2026. The stock will trade ex‑dividend on 3 September 2026, with a record date of 4 September and payme...
Beacon Lighting Details 2026 Governance Framework and Board Structure
Aug 26, 2026
Beacon Lighting Group has detailed its 2026 corporate governance framework, confirming substantial alignment with the ASX Corporate Governance Council’s latest principles while centralising risk oversight within the board. The Board Charter ...
Beacon Lighting Updates ASX on Corporate Governance Compliance
Aug 26, 2026
Beacon Lighting Group has lodged its latest corporate governance statement and accompanying Appendix 4G with the ASX for the financial year ended 28 June 2026. The documents outline how the retailer complies with ASX Corporate Governance Council p...
Beacon Lighting Announces CFO Departure and Governance Transition
Aug 10, 2026
Beacon Lighting Group Ltd announced that long-serving Chief Financial Officer and Company Secretary David Speirs will depart after more than 23 years with the business, having played a key role in the company’s growth and its 2014 ASX listin...
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.