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IGL.AX ASX Advertising & Marketing

Igl.Ax

A$2,62
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AUD
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Mcap
P/E
EV / Rev
Div yield
9,81 %
Op margin
8,7 %
ROE
22,0 %
Net margin
4,9 %
Debt / equity
1,28
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

IGL.AX provides advertising and marketing services, generating revenue primarily through the delivery of media and marketing solutions to clients in the consumer cyclicals sector.

Business. IGL.AX provides advertising and marketing services, generating revenue primarily through the delivery of media and marketing solutions to clients in the consumer cyclicals sector.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target3,25

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
3,25
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
22,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

1
  • MARKETSReligious sentiment shifts in US politics2026-05-10
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to IGL.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    IGL.AX provides advertising and marketing services, generating revenue primarily through the delivery of media and marketing solutions to clients in the consumer cyclicals sector.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryAdvertising & Marketing
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 1.28, indicating a moderate reliance on debt financing, and a current ratio of 1.37, suggesting it has sufficient short-term assets to cover its short-term liabilities. Free cash flow stands at 36.71 million AUD, while operating cash flow is 107.37 million AUD, reflecting a healthy cash generation capability. However, the company's net cash position is negative after subtracting total debt, signaling potential liquidity constraints.

    In terms of profitability, IGL.AX reports a return on equity (ROE) of 21.96% and a return on assets (ROA) of 7.04%, both of which are strong indicators of efficient capital utilization and asset management. These figures suggest the company is performing well relative to its equity and asset base, though direct comparison to industry medians is not available in the provided data.

    IGL.AX operates as a single business segment, with no disclosed geographic revenue breakdown. This lack of segmentation implies that the company's performance is not diversified across regions or product lines, and its financial results are likely concentrated in a single market or client base.

    The company's growth trajectory is not explicitly outlined in the provided data, but its operating income of 83.67 million AUD and net income of 46.71 million AUD suggest a stable earnings profile. Analysts have assigned a mean price target of 3.25 AUD, with a mean recommendation of 2.00 (indicating a "buy" rating), though no strong buy ratings were recorded.

    Risk factors include a medium liquidity risk due to the negative net cash position after debt, and a low dilution risk as the number of basic and diluted shares is identical, indicating no near-term dilution pressure. The company's capital structure is supported by 272.44 million AUD in long-term debt, which, while manageable, could become a concern if interest rates rise or cash flow declines.

    Recent events include the latest financial reporting period, which shows a consistent revenue of 959.25 million AUD and a gross profit of 251.81 million AUD. No specific recent filings or transcripts are provided in the data, so the narrative is based on the most recent financial snapshot.

    Key takeaways
    • IGL.AX generates strong returns on equity and assets, with ROE at 21.96% and ROA at 7.04%.
    • The company has a moderate debt load, with a debt-to-equity ratio of 1.28, and a current ratio of 1.37.
    • Free cash flow of 36.71 million AUD and operating cash flow of 107.37 million AUD indicate robust cash generation.
    • Analysts have assigned a mean price target of 3.25 AUD, with a "buy" recommendation.
    • The company's financial performance is concentrated in a single business segment, with no geographic diversification disclosed.
    • Liquidity risk is moderate, and dilution risk is low, with no near-term dilution pressure.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$2,62
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    A$212.7M
    Net cash
    -A$272.4M
    Current ratio
    1.4
    Debt / equity
    1.3
    ROA
    7.0%
    ROE
    22.0%
    Cash conversion
    230.0%
    CapEx / revenue
    -2.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,34
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,34
    Revenueno estimateno estimate941,7M AUD
    Operating incomeno estimateno estimate95,0M AUD
    Full-year consensus mean (period as reported by source) · consensus in AUD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price targetA$3,25 · Median A$3,25
    Low A$3,25High A$3,25
    Operating income · consensus95,0M AUD
    EPS surprise
    +7,8 %
    reported vs consensus · beat
    Revenue surprise
    +1,9 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$3,25
    MeanA$3,25
    MedianA$3,25
    HighA$3,25
    SpotA$2,62
    +24.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin8,7 %Above median
    Net Margin4,9 %Above median
    ROE22,0 %Best in class
    Capex / Rev-2,9 %Below median
    D/E1,28Bottom quartile
    Cash Conv2,30Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • IGL.AX Market data — financials · 2026-05-28
    • IVE Group Ltd Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    IGL.AXCanonical
    ASX · AUD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage