They now have Exceed and HIL......surely we are looking at revenues of >2,800m but at a lower margin (say 3.9%) which means a PBT of ~109m & PAT of ~76m which gives ESP of ~44c
Conservative, but with a addition of those 2 new businesses, they will have to improve margins and also inventory turnover (at Dec they were sitting on ~201m in inventories.....positive in terms of having stock, less so if obsolete/old and also not great from a working capital perspective).
Given their track record, I expect at least a 10-15% improvement on FY2021 so EPS of 48c, but lets see what 1Q looks like first, how the new additions are integrating and what they are seeing in the market from a demand perspective.
General News, page-142
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