SNL
2026 team invest pic
Strong and predictable growth.
A future problem might be how will electrification effect them. Electric vehicles require fewer spare parts . Their customers are struggling in 2026 because of the high fuel price.
The PE is a bit high -- 35ish .... a PE of 28-30 is better
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Supply Network Ltd (ASX: SNL) is a leading Australian and New Zealand aftermarket distributor of truck and bus parts operating under the Multispares brand. Headquartered in Australia, the company has a market capitalisation of approximately A$1.5 billion and delivers consistent compounding growth through commercial vehicle parts supply and fleet support services. [1, 2]
Core Business & Operations
- Brand: Operates extensively via the Multispares brand name across Australia and New Zealand.
- Products & Services: Supplies replacement parts for major truck and bus brands, alongside procurement, parts interpreting, and inventory management.
Recent Performance & Financial Highlights
- FY2026 Results: Reported preliminary sales revenue of A$403.1 million and an expected profit after tax of roughly A$47.7 million. [1]
- Dividends: Declared a final fully franked dividend of 44.0 cents per share, payable on October 2, 2026 (record date September 18, 2026). [1]
- Growth Outlook: Management has targeted approximately A$50 million in additional revenue growth for fiscal year 2027 through network optimization and expanding customer accounts. [1]
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