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LYL.AX ASX Construction & Engineering

Lyl.Ax

A$16,59
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Mcap
-39,7M AUD
P/E
EV / Rev
Div yield
5,27 %
Op margin
16,6 %
ROE
27,8 %
Net margin
12,6 %
Debt / equity
0,11
Beta
52w range
Volume
Day range
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Next earnings
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About

Lyons Ltd (LYL.AX) provides construction and engineering services, primarily generating revenue through project-based contracts in infrastructure and civil works.

Business. Lyons Ltd (LYL.AX) provides construction and engineering services, primarily generating revenue through project-based contracts in infrastructure and civil works.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryConstruction & Engineering
ActivityIndustrial & Commercial Services
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target17,76

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
17,76
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
27,8 %
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

0
  • No recent newsroom coverage mentioning LYL.
  • 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+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 · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to LYL.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

    Lyons Ltd (LYL.AX) provides construction and engineering services, primarily generating revenue through project-based contracts in infrastructure and civil works.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryConstruction & Engineering
    ActivityIndustrial & Commercial Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to AUD 79.04 million, representing 32.8% of total assets. The current ratio of 2.58 indicates a solid ability to meet short-term obligations. The price-to-book ratio of 3.69 suggests the market values the company at a premium to its book value, while the price-to-earnings ratio of 13.27 is relatively moderate compared to industry norms.

    Profitability metrics show a return on equity of 27.8% and a return on assets of 17.51%, both exceeding the industry median for construction and engineering firms. Operating income of AUD 55.85 million and net income of AUD 42.22 million reflect strong operational performance. The company's debt-to-equity ratio of 0.11 indicates a conservative capital structure with limited leverage.

    Geographically, the company's revenue is concentrated in Australia, with no material international operations disclosed. Segment-wise, the business is primarily focused on civil infrastructure and construction services, with no material diversification into other service lines. This concentration may expose the company to regional economic fluctuations.

    The company's revenue growth outlook for the current fiscal year is positive, with a projected increase of 4.5% year-over-year. Free cash flow of AUD 27.58 million supports reinvestment and shareholder returns. Capital expenditure of AUD 1.98 million is modest, suggesting a focus on maintaining existing operations rather than aggressive expansion.

    Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company's low debt load and strong cash position reduce financial risk exposure. However, the construction industry is cyclical, and economic downturns could impact project demand and margins.

    Recent filings and transcripts show no material changes in business strategy or operations. Analysts have assigned a mean price target of AUD 17.76, indicating a potential upside of 26% from the current market price of AUD 14.10. The mean recommendation of 2.00 suggests a "market outperform" rating, with one "buy" recommendation and no "strong buy" or "hold" ratings.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.58 and cash reserves of AUD 79.04 million.
    • Profitability metrics, including a 27.8% return on equity, exceed industry medians.
    • Revenue is concentrated in Australia, with no material international diversification.
    • Analysts project a 26% upside in share price, with a mean price target of AUD 17.76.
    • The company maintains a conservative capital structure with a debt-to-equity ratio of 0.11.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$16,59
    Market cap
    A$560.3M
    Enterprise value
    A$497.7M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    13.4x
    P / B
    3.7x
    P / Tangible book
    3.7x
    Tangible book
    A$151.9M
    Net cash
    A$62.6M
    Current ratio
    2.6
    Debt / equity
    0.1
    ROA
    17.5%
    ROE
    27.8%
    Cash conversion
    88.0%
    CapEx / revenue
    -0.6%
    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
    1,01
    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 2026-05-07 · 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 estimate1,01
    Revenueno estimateno estimate399,0M AUD
    Operating incomeno estimateno estimate58,8M 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$17,76 · Median A$17,76
    Low A$17,76High A$17,76
    Operating income · consensus58,8M AUD
    EPS surprise
    +4,7 %
    reported vs consensus · beat
    Revenue surprise
    −14,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$17,76
    MeanA$17,76
    MedianA$17,76
    HighA$17,76
    SpotA$16,59
    +7.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin16,6 %Above P75
    Net Margin12,6 %Best in class
    ROE27,8 %Best in class
    Capex / Rev-0,6 %Above median
    D/E0,11Above median
    Cash Conv0,88Above median

    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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • LYL.AX Market data — financials · 2026-05-28
    • Lycopodium 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
    LYL.AXCanonical
    ASX · AUD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    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