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Lindsay Australia Limited (LAU) AI Stock Analysis

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AU:LAU

Lindsay Australia Limited

(ASX:LAU)

Select Model
Rating:67Neutral
Price Target:AUD 0.74â–²(6.19% Upside)
Action:reiterated
Date:08/26/26

The score is driven primarily by solid financial quality (strong revenue growth and improving free cash flow) but is held back by meaningful margin compression and elevated leverage. Valuation is supportive (moderate P/E and strong dividend yield), while technicals show an uptrend but look overbought, tempering the near-term outlook.

Positive Factors
Integrated agriculture supply-chain platformThe integrated model gives Lindsay multiple ways to serve agricultural and food customers, spanning transport, storage, distribution and rural products. This breadth can deepen customer relationships, support cross-selling, and make the business more strategically relevant across the supply chain over several quarters.
Negative Factors
Material margin compressionThe substantial decline in net and gross margins shows that strong sales growth is not translating proportionately into profit. Persistently lower margins would weaken earnings resilience, reduce reinvestment capacity and leave the company more exposed to any further cost or pricing pressure.

Lindsay Australia Limited (LAU) vs. iShares MSCI Australia ETF (EWA)

-10%0%10%20%30%40%AU:LAU+22.79%EWA+13.51%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
AUD 255.15M
Dividend Yield
5.47%
Average Volume (3M)
364.77K
Price to Earnings (P/E)
11.1
Beta (1Y)
0.72
Revenue Growth
26.82%
EPS Growth
13.18%
Country
Australia
Employees
2,511
Sector
Industrials
Sector Strength
63
Industry
Trucking

Lindsay Australia Limited Business Overview & Revenue Model

Company Description

Established in 1993 and based in Acacia Ridge, Australia, Lindsay Australia Limited delivers an extensive array of integrated transport, logistics, and agricultural supply solutions. The company serves the Australian agriculture, horticulture, and fo...

How the Company Makes Money

Lindsay Australia Limited makes money primarily by charging customers for logistics and transport services and by selling rural supplies to agricultural customers. Key revenue streams include: - Transport and logistics services: Revenue is earned fro...

Lindsay Australia Limited Financial Statement Overview

Summary

Strong multi-year revenue growth and consistently positive cash generation, including a sharp free cash flow rebound in 2026. Offsetting this, profitability has compressed materially (notably lower net and gross margins in 2025–2026) and leverage remains elevated (~1.85x debt-to-equity in 2026), increasing sensitivity to further margin pressure.

Income Statement

62Positive

Balance Sheet

55Neutral

Cash Flow

73Positive
Financial statement breakdown
BreakdownTTMJun 2026Jun 2025Jun 2024Jun 2023Jun 2022
Income Statement
Total Revenue1.08B1.08B849.78M804.37M676.25M553.07M
Gross Profit131.38M131.38M620.15M604.09M542.28M424.29M
EBITDA117.68M117.68M92.23M98.48M98.28M69.75M
Net Income22.87M22.87M17.39M27.27M34.52M19.23M
Balance Sheet
Total Assets767.23M767.23M624.12M550.05M497.35M424.07M
Cash, Cash Equivalents and Short-Term Investments57.75M57.75M108.98M45.56M51.97M29.04M
Total Debt373.97M373.97M320.37M247.05M234.04M205.96M
Total Liabilities565.43M565.43M468.66M400.69M369.98M321.16M
Stockholders Equity201.80M201.80M155.46M149.37M127.37M102.92M
Cash Flow
Free Cash Flow62.03M62.03M53.28M82.14M49.48M25.83M
Operating Cash Flow75.21M75.21M70.69M102.71M86.00M39.63M
Investing Cash Flow-64.95M-64.95M-29.09M-40.52M-34.11M-10.64M
Financing Cash Flow-61.48M-61.48M21.82M-68.60M-28.96M-27.54M

Lindsay Australia Limited Technical Analysis

Technical Analysis SentimentPositive
Last Price0.69

Price Trends

50DMA0.71Negative
100DMA0.67Positive
200DMA0.63Positive

Market Momentum

MACD-0.01Negative
RSI51.16Neutral
STOCH80.00Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:LAU, the sentiment is Positive. The current price of 0.69 is below the 20-day moving average (MA) of 0.70, below the 50-day MA of 0.71, and above the 200-day MA of 0.63, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 51.16 is Neutral, neither overbought nor oversold. The STOCH value of 80.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:LAU.

Lindsay Australia Limited Peers Comparison

Overall Rating

UnderperformOutperform
Sector (63)

Financial Indicators

AU:LAU against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
AU:WATAU:WAT74OutperformAUD 252.03M16.3610.34%2.73%1.42%61.72%
AU:LAUAU:LAU67NeutralAUD 255.15M11.1011.42%5.47%26.82%13.18%
AU:KOVAU:KOV64NeutralAUD 187.26M15.1019.69%4.14%8.34%-6.22%
Sector *63Neutral$10.79B15.437.44%2.01%2.89%-14.66%
AU:ACFAU:ACF61NeutralAUD 365.28M15.1510.64%3.95%30.67%-24.67%
AU:FLCAU:FLC47NeutralAUD 63.01M-6.6789.35%―28.88%69.06%
AU:SNDAU:SND42NeutralAUD 108.01M-93.97-1.51%1.28%42.47%-144.81%

* Industrials Sector Average

Performance Comparison

-25%0%25%50%AU:LAUAU:FLCAU:WATAU:ACFAU:KOVAU:SNDDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
AU:LAU and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
AU:LAULindsay Australia Limited0.690.1322.79%
AU:FLCFluence Corporation Limited0.06-0.05-47.62%
AU:WATWaterco Limited7.202.2545.37%
AU:ACFAcrow Formwork and Construction Services Limited0.86-0.20-19.08%
AU:KOVKorvest Ltd.15.703.0123.74%
AU:SNDSaunders International Limited0.78-0.02-2.50%

Lindsay Australia Limited Corporate Events

Lindsay Australia to List 872,403 New Shares from Dividend Plan

Oct 8, 2026

Lindsay Australia Limited has applied for quotation on the ASX of 872,403 ordinary fully paid shares, to be issued on 9 October 2026. The new securities arise under a dividend or distribution plan, modestly increasing the company’s listed share...

Lindsay Australia Sets Hybrid AGM for November 2026

Oct 5, 2026

Lindsay Australia Limited has released the notice of meeting and proxy form for its 2026 Annual General Meeting, confirming that the AGM will be held on 06 November 2026 at 11:00 a.m. AEST in Brisbane. The meeting will be accessible both in person an...

Lindsay Australia Announces Board Chair Transition at 2026 AGM

Oct 4, 2026

Lindsay Australia Limited announced that Chair and director Ian Williams will retire at the conclusion of the company’s Annual General Meeting on 6 November 2026, after joining the board in September 2021. The board credited Williams with steer...

Lindsay Australia Updates Dividend Reinvestment Plan Details

Sep 29, 2026

Lindsay Australia Limited has updated its dividend notification for holders of ordinary fully paid shares, revising details previously announced on 24 August 2026. The distribution relates to the six‑month period ended 30 June 2026, with the ex...

Lindsay Australia Releases FY26 Full-Year Results Presentation

Aug 23, 2026

Lindsay Australia Limited has released its FY26 full-year results presentation for the period ended 30 June 2026, providing investors with an update on the company’s financial and operational performance. The presentation’s publication si...

Lindsay Australia breaks $1bn revenue as new Woolworths freight deal lifts growth outlook

Aug 23, 2026

Lindsay Australia has reported record FY2026 results, surpassing $1 billion in revenue as underlying EBIT jumped 37.7% and NPAT rose 31.5%, underpinned by the first full year of SRT Logistics, organic growth in its Transport and Rural divisions, and...

Lindsay Australia Files 2026 Governance Disclosures with ASX

Aug 23, 2026

Lindsay Australia Limited has lodged its Appendix 4G and confirmed the availability of its corporate governance statement for the financial year ended 30 June 2026 in both its annual report and on its website. The statement, approved by the board, ou...

Lindsay Australia boosts revenue and profit, lifts EPS and dividend

Aug 23, 2026

Lindsay Australia reported a strong financial performance for the year ended 30 June 2026, with revenue rising 26.4% to A$1.09 billion from A$859.0 million a year earlier. Profit after tax attributable to members increased 31.5% to A$22.9 million, li...

Lindsay Australia Sets Staged Release of Insider Shares From Voluntary Escrow

Aug 20, 2026

Lindsay Australia has announced that 6,227,500 shares held by Robert Miller and 5,347,500 shares held by Brent Miller will be released from voluntary escrow after the company’s FY2026 full-year results, which are expected to be lodged with the...

Lindsay Australia to Release Escrowed Shares as FY2026 Results Near

Aug 20, 2026

Lindsay Australia Limited, an integrated transport, logistics and rural supply provider to the agriculture, horticulture and food industries, operates through its Rural, Hunter and Transport divisions to deliver a full production lifecycle solution....

Lindsay Australia Sets Date and Webcast for FY2026 Results Release

Aug 5, 2026

Lindsay Australia Limited has announced it will release its financial results for the full year ended 30 June 2026 on 24 August 2026, underscoring a key reporting date for investors and stakeholders. Chief Executive Officer Clay McDonald and Chief Fi...

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: Aug 26, 2026