
Seven Group Holdings is a diversified conglomerate with a strong presence in Australia. The company operates across various sectors, including construction, mining, and energy.
One of its key businesses is Consolidated Minerals, which is a mining company that operates in Western Australia. Consolidated Minerals has a significant presence in the region and is involved in the production of iron ore.
Seven Group Holdings has a strong focus on innovation and technology, with a significant investment in the energy sector through its ownership of OneSteel. OneSteel is a leading manufacturer of steel products in Australia.
The company's diversified portfolio and strong presence in key sectors make it an attractive investment opportunity.
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Financial Analysis
Seven Group Holdings' net profit has dropped significantly over the last three years, falling by 26% per year.
This decline is even more pronounced when looking at the last year, with profit down 23%. The company's earnings per share (EPS) have also taken a hit, dropping 24% in the same period.
The recent issuance of new shares has led to a divergence between EPS and net income growth, making it harder to gauge the company's true underlying earnings power.
For another approach, see: Nvda Earning Forecast
Our Take on Profit
Seven Group Holdings' net profit has dropped by 26% per year over the last three years. This significant decline in profit is a red flag for investors.
EPS, or Earnings Per Share, has also taken a hit, falling 24% in the same period. This suggests that the dilution of shares has had a tangible impact on shareholders.
The company issued new shares over the last year, which has led to a divergence between EPS and net income growth. This means that the true underlying earnings power of the company may be less than its statutory profit.
Sadly, EPS was down over the last twelve months, making it difficult to rely on statutory earnings to reflect the company's potential.
SGH Limited Analyst Recommendations
SGH Limited has received various analyst recommendations over the years. Jefferies downgraded SGH Limited to Hold from Buy in July 2023 with a price target of AU$56.70.
Evans & Partners also downgraded SGH to Neutral from Positive in January 2023 with a price target of AU$44.01.
Barrenjoy Markets upgraded Seven Group Holdings to Overweight From Restricted in July 2016 with a price target of AU$40.
For another approach, see: July Systems
Investor Insights
Seven Group Holdings is a diversified conglomerate with a strong presence in Australia.
The company was founded in 2004 by Kerry Stokes, a well-respected businessman and entrepreneur.
Seven Group Holdings has a market capitalization of around $10 billion, making it one of the largest companies listed on the Australian Securities Exchange (ASX).
Their diverse portfolio includes interests in construction, mining, and media, among other sectors.
The company's significant investments in these sectors have enabled it to maintain a strong financial position, with a net cash balance of over $1.5 billion.
Seven Group Holdings has a proven track record of delivering solid returns to its investors, with a dividend payout ratio of around 40% over the past five years.
If this caught your attention, see: Seven West Media
Board and Governance
The Board and Governance of Seven Group Holdings is composed of a diverse group of individuals with a range of experience and expertise.
The Chairman of the Board is Terry Davis, who has been in the role since November 16, 2021, at the age of 68.
The Board has a total of 9 members, including Directors/Board Members Ryan Stokes, Chris Mackay, Warwick Smith, David McEvoy, Sally Chaplain, Katherine Farrar, Rachel Argaman, and Mark Johnson.
Ryan Stokes has been a Director/Board Member since February 15, 2010, and is currently 48 years old.
Chris Mackay, Warwick Smith, Katherine Farrar, and Rachel Argaman's ages are not specified in the provided information.
David McEvoy is 78 years old and has been a Director/Board Member since May 26, 2015.
Sally Chaplain is 67 years old and has been a Director/Board Member since November 23, 2015.
Mark Johnson is 66 years old and has been a Director/Board Member since September 25, 2024.
Here is a list of the Board of Directors with their titles and ages:
Frequently Asked Questions
What does Kerry Stokes own?
Kerry Stokes owns Seven Group Holdings, a conglomerate with interests in mining, property, construction, and more. His portfolio includes WesTrac, a major Caterpillar dealership across Australia and China.
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