LOV 3.63% $33.42 lovisa holdings limited

Ann: 1H FY24 Half Year Results Presentation, page-59

  1. 5,344 Posts.
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    I ask AI to give me Lovisa earning for the next 5 year based on the latest data set including last half

    Near-Term Earnings Outlook:
    • For the current fiscal year 2024, analysts expect Lovisa to report earnings per share (EPS) of around AU$0.76 on average, with estimates ranging from AU$0.68 to AU$0.84.
    • For fiscal 2025, the consensus EPS forecast is AU$0.98, implying around 29% year-over-year earnings growth.
    Long-Term Earnings Growth Projections:
    • Broker UBS predicts Lovisa's earnings per share could grow by 107% between FY24 and FY28, implying the company could potentially double its profits in around 4 years.
    • UBS expects Lovisa's revenue to increase by 73% from FY24 to FY28, driving the strong earnings growth.
    • The average analyst estimate for Lovisa's annualized EPS growth over the next 5 years is around 26%.
    Based on these projections, here is my forecast for Lovisa's earnings over the next 5 fiscal years:FY2024 (Current Year): EPS of ~AU$0.76
    FY2025: EPS of ~AU$0.98 (29% growth)
    FY2026: EPS of ~AU$1.24 (26% growth)
    FY2027: EPS of ~AU$1.56 (26% growth)
    FY2028: EPS of ~AU$1.97 (26% growth)Key Drivers:
    • Aggressive global store expansion plans to drive top-line revenue growth of around 14-18% annually.
    • Operating leverage and economies of scale to boost profit margins as revenue grows.
    • Relatively low penetration in many markets provides ample runway for continued rapid store footprint expansion.
    Risks:
    • Potential economic slowdown impacting discretionary consumer spending on affordable jewelry/accessories.
    • Supply chain disruptions or cost pressures squeezing margins.
    • Execution risks around rapid expansion into new markets.
    In summary, analysts are very bullish on Lovisa's earnings prospects, projecting the company to potentially double its profits by FY2028 driven by an over 70% expected revenue increase during this period. My forecast calls for Lovisa's EPS to grow at a 26% CAGR to reach around AU$1.97 by FY2028


    Last edited by ROEROC: 31/05/24
 
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