Anyone got access the EBIT analyst forecasts for each of the business units for FY25 and FY26?
Building division - talking about a 15% return on employed capital of circa $70(but does vary) for building solutions. This is expected to kick in earlier than planned - but when?
HY25 Searipple occupancy was 71%. Investor preso mentions FY25 occupancy of 81% already contracted. So presumably 2nd half 25 must be 90+% occupancy. Noting higher margins and potential higher revenue per room at higher occupancy rates.
RV Solutions. They've reduced cost base so maybe break even is the worst case scenario now.
Not hard to see a significant uplift on first half EBIT.
FWD Price at posting:
$2.36 Sentiment: Buy Disclosure: Held
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