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BRG - Breville Group

Discussion in 'Stocks 0-H' started by System, Jun 7, 2011.

  1. greggles

    greggles I'll be back!

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    Another good result today. FY18 results were announced and beat expectations.

    Revenue grew 7.7% to $652.3 million while EBITDA grew 11.6% to $100.2 million. Net profit after tax was $58.5 million, up 8.7% from the previous year. The company declared a final dividend of 16.5c per share, 60% franked, bringing the total dividend to 33c per share, 60% franked, an increase of 8.2%.

    The BRG share price finished the day at $13.10, up 12.54%.

    big.chart-BRG.gif
     
  2. galumay

    galumay learner

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    I sold out earlier in the year, price got too far ahead of my range of intrinsic value so I followed my strategy and sold. Its certainly a solid business!
     
  3. greggles

    greggles I'll be back!

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    Impressive Half Year Ended 31 December 2018 financial result for BRG. After declining from $14 to around $10.25 in the last four months of 2018, the BRG share price has spiked again and is now trading at $14.22, up 19.10% on yesterday's close and currently at all-time highs.

    screenshot-stocknessmonster.com-2019.02.14-11-56-22.png

    big.chart-BRG.gif
     
  4. finicky

    finicky

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    Discretionary spending Armageddon!
    Continuing expansion into Europe - revenue there up.60%
    Able to spend more on marketing and R&D which is allocated as % of net sales

    Disc: not held

    Breville Group Limited (BRG) Results
    Half year ended 31 December 2019


    Revenue increase of 25.4% to $552.0m

    EBIT2 increase of 15.6% to $72.0m

    Interim dividend increased to 20.5 cps (60% franked)

    • Pleasing first half results with strong revenue growth, continued successful geographic
    expansion, double-digit EBIT growth and a normal seasonal pattern to cashflow
    • Double-digit revenue growth in all regions and categories in the Global Product segment, with
    revenue growing +20.3% in constant currency
    • Continued double-digit EBIT growth, +15.6% pa on a comparable basis (excluding AASB 16
    impact)
    • EBIT margin2 at 13.0% primarily reflects the dilutive effect of strong USD, and, partially, higher
    growth in our lower margin Distribution segment, and partially the net impact of tariffs in the USA
    • NPAT increase of +14.1%
    • Normal seasonal cashflow with peak receivables following holiday season sales
    ROE of 22.6% showing continuing strong return on organic growth investments
    • Interim dividend of 20.5 cents per share (+10.8%), 60% franked, has been declared
     
  5. galumay

    galumay learner

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    One I should not have sold, i thought its price had run too far ahead of range of fair value and sold at $11 a couple of years ago. I should have realised that my valuation was out of date and better understood the drivers of the business. Lesson learnt, I hope!
     
  6. finicky

    finicky

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    Someone on a forum a year or two ago, maybe whimsically, described this as the CSL of kitchen appliances.
    I've wanted to add it for a long time but seemed a bit pricey to me too.
     
    galumay likes this.

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