SNL - SUPPLY NETWORK LIMITED

 SNL - Supply Network Limited

(2026 team invest pic)

https://www.supplynetwork.com.au/

https://koalagains.com/stocks/ASX/snl

https://www.tradingview.com/symbols/ASX-SNL/financials-overview/

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.

The 10 year median PE is 23

In june 2023, the PE was 25 .... so accumulate at $15

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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.
Network: Manages over 20 specialized distribution centers and branch sites, continually upgrading regional capacity. [1, 2, 3, 4, 5]

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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PE ratios 

Over the past 10 years, Supply Network Limited (ASX: SNL) has traded at a historical median P/E ratio of approximately 23.15, with a 10-year range spanning from a low of about 15.18 to a peak maximum of 52.36. Its current trailing P/E ratio hovers around 34.25 to 35.01, sitting roughly 51% above its long-term median. [1, 2, 3]

Historical P/E Range & Statistics

10-Year Minimum P/E: ~15.18
10-Year Median P/E: ~23.15
10-Year Maximum P/E: ~52.36
Current P/E Ratio (TTM): ~34.25 [1, 2]

Recent Yearly P/E Trend (Fiscal Year Ends)

June 2022 Low: ~20.7x
June 2023: ~25.0x
June 2024: ~28.6x to 30.3x
June 2025 Peak: ~40.3x to 41.8x

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