UXC Limited (UXC)
Views and News
Essentials
Recent News Highlights
As at 19/02/2012 : see details at www.uxc.com.au (new window? Shift+Click)
| 10/02/2012 UXC's Red Rock subsidiary buys Oracle JD Edwards specialist Jireh, leader in NZ, making it a key Oracle partner in the region |
| 18/01/2012 Share Buy-back continuing Nov 2011 - Jan 2012 |
| 24/11/2011 AGM - Chairman`s Address |
Half-yearly Performance & Estimates - UXC
| Year-end June | FY11A | 1H12A | FY12A | 1H13A | FY13A | FY14E | FY15E |
|---|---|---|---|---|---|---|---|
| Sales, $m | 521.2 | 255.9 | 560.1 | 274.7 | 594.3 | 623.0 | 661.0 |
| EBITDA, $m | 29.5 | 9.6 | 34.2 | 14.5 | 35.7 | 42.0 | 47.3 |
| EBIT, $m | 23.7 | 6.8 | 28.0 | 11.0 | 28.3 | 34.2 | 40.6 |
| Report NPAT, $m | -12.0 | 4.8 | 21.9 | 8.4 | 19.7 | ||
| Adj. NPAT, $m | 19.7 | 24.7 | 29.1 | ||||
| Reported EPS, ¢ | -4.00 | 2.00 | 7.00 | 3.00 | 6.00 | ||
| Adjusted EPS, ¢ | 6.00 | 7.80 | 9.00 | ||||
| EPS %FY/Growth | 29% | -275% | 50% | -14% | 30% | 15% | |
| Dividend, ¢ | 0 | 1.00 | 3.5 | 1.75 | 7.05 | 5.90 | 6.70 |
| Franking, % | - | 100% | 100% | 100% | 100% | 100% | 100% |
| EBITDA Margin | 6% | 0 | 6% | 5% | 6% | 6.7% | 7.2% |
| NPAT Margin | -2% | 0 | 4% | 3% | 3% | 4.0% | 4.4% |
| ROE, % | -7% | 0 | 12% | 4 | 10% | ||
| EBIT/Interest | 3.7 | 0.0 | 34.8 | -522 | 64.99 | ||
| Net Debt / Equity | 0.15 | 0 | -0.22 | -0.03 | -0.13 | ||
| CashFlow/Sh, ¢ | 8.7 | -5.6 | 10.1 | -3.1 | 6.4 | 9.9 | 11.4 |
| Y/E Shares, m | 305.8 | 304.9 | 305.2 | 308.1 | 308.9 |
| Notes |
| Data sourced from IRESS Market Technology Limited. EPS Growth compared with the pcp is shown in most columns, except 1H11A and 1H12A which show the first half % of full year EPS. In a handful of cases, unadjusted share splits may give strange changes in ratios. |
Half-year Performance & Estimates - UXC
| Year-end June | 1H11A | FY11A | 1H12A | FY12A | 1H13A | FY13E | FY14E |
|---|---|---|---|---|---|---|---|
| Sales, $m | 327.4 | 521.2 | 255.9 | 560.1 | 274.7 | 620.0 | 658.0 |
| EBITDA, $m | 20.9 | 29.5 | 9.6 | 34.2 | 14.5 | 40.8 | 46.6 |
| EBIT, $m | 15.5 | 23.7 | 6.8 | 28.0 | 11.0 | 33.8 | 39.1 |
| Report NPAT, $m | -6.3 | -12.0 | 4.8 | 21.9 | 8.4 | ||
| Adj. NPAT, $m | 4.8 | 23.8 | 27.8 | ||||
| Reported EPS, ¢ | -2.00 | -4.00 | 2.00 | 7.00 | 3.00 | ||
| Adjusted EPS, ¢ | 1.55 | 7.70 | 8.90 | ||||
| EPS %FY/Growth | 50% | 29% | -275% | -23% | 10% | 16% | |
| Dividend, ¢ | 0 | 0 | 1.00 | 3.5 | 1.75 | 5.40 | 6.20 |
| Franking, % | - | - | 100% | 100% | 100% | 100% | 100% |
| EBITDA Margin | 5% | 6% | 0 | 6% | 5% | 6.6% | 7.1% |
| NPAT Margin | -1% | -2% | 0 | 4% | 3% | 3.8% | 4.2% |
| ROE, % | 24% | -7% | 0 | 12% | 4% | ||
| EBIT/Interest | 82.1 | 3.7 | 0.0 | 34.8 | -522 | ||
| Net Debt / Equity | -0.02 | 0.15 | 0 | -0.22 | -0.03 | ||
| CashFlow/Sh, ¢ | -4.3 | 8.7 | -5.6 | 10.1 | -3.1 | 9.1 | 11.4 |
| Y/E Shares, m | 305.8 | 305.8 | 304.9 | 305.2 | 308.1 |
| Notes |
| EPS Growth compared with the pcp is shown in most columns, except 1H10A and 1H11A which show the first half % of full year EPS. |
Half-yearly Performance & Estimates - UXC
| Year-end June | FY10A | 1H11A | FY11A | 1H12A | FY12A | FY13E | FY14E |
|---|---|---|---|---|---|---|---|
| Sales, $m | 678.9 | 327.4 | 521.2 | 255.9 | 560.1 | 590.0 | 621.0 |
| EBITDA, $m | 35.9 | 20.9 | 29.5 | 9.6 | 34.2 | 37.3 | 41.2 |
| EBIT, $m | 24.0 | 15.5 | 23.7 | 6.8 | 28.0 | 31.3 | 35.2 |
| Report NPAT, $m | -7.7 | -6.3 | -12.0 | 4.8 | 21.9 | ||
| Adj. NPAT, $m | 21.9 | 22.2 | 25.3 | ||||
| Reported EPS, ¢ | -3.00 | -2.00 | -4.00 | 2.00 | 7.00 | ||
| Adjusted EPS, ¢ | 7.00 | 7.30 | 8.30 | ||||
| EPS %FY/Growth | 50% | 33% | 29% | -275% | 4% | 14% | |
| Dividend, ¢ | 0 | 0 | 0 | 1.00 | 3.5 | 4.50 | 5.00 |
| Franking, % | - | - | - | 100% | 100% | 100% | 100% |
| EBITDA Margin | 5% | 5% | 6% | 3.8% | 6% | 6.3% | 6.6% |
| NPAT Margin | -1% | -1% | -2% | 1.9% | 4% | 3.8% | 4.1% |
| ROE, % | -4% | 24% | -7% | 12% | |||
| EBIT/Interest | 3.1 | 82.1 | 3.7 | 0.00 | 34.83 | ||
| Net Debt / Equity | 0.20 | -0.02 | 0.15 | 0 | -0.22 | ||
| CashFlow/Sh, ¢ | 9.8 | -4.3 | 8.7 | -5.6 | 10.1 | 8.7 | 11.1 |
| Y/E Shares, m | 305.8 | 305.8 | 305.8 | 304.9 | 305.2 |
| Notes |
| Data sourced from IRESS Market Technology Limited. EPS Growth compared with the pcp is shown in most columns, except 1H11A and 1H12A which show the first half % of full year EPS. In a handful of cases, unadjusted share splits may give strange changes in ratios. |
Company Overview
Russell Research in the media
Stock Picks for Sunday Herald Sun – 2 June 2013
HOLD UXC Limited, UXC, $1.01
A proven ICT consultancy and the largest Australian in Oracle, SAP and Microsoft business solutions. Add now after the recent market fall.
Stock Picks for The Bull.com.au - 16 April 2012
Buy: UXC Limited (UXC)
In 2011, UXC sold its non-core baggage and emerged a debt free and focused IT group. It’s a leader in installing Microsoft, Oracle and SAP software systems for the public and private sectors. Institutions have noticed it winning contracts and have jumped on board. Keep adding.
Stock Picks for Sunday Herald Sun - 15 January 2012
BUY: UXC Limited, UXC, $0.40
UXC underwent major changes last financial year and is now entirely IT focussed with no net debt. Winning contracts, we expect sound growth and yield moving to double digits.
Wave Chart
Profile
UXC
Rating:
Category: Potent Stock ; Midcaps
Action:
Website: www.uxc.com.au
| ASX code: | UXC |
| Closing Price, 30/12/2013: | $ 0.980 |
| Market Capitalisation: | $ 308 million |
| 52 Week High: | $ 1.27 |
| 52 Week Low: | $ 0.882 |
| Sector: | IT Consulting & Other Services |
| Index: | S&P/ASX 300 Index |
Summary of Fundamentals
| Year-end June | FY12A | FY13A | FY14E | FY15E |
|---|---|---|---|---|
| NPAT, $m | 21.9 | 19.7 | 21.4 | 25.7 |
| Reported EPS, ¢ | 7.00 | 6.00 | ||
| Adjusted EPS, ¢ | 6.70 | 7.00 | 8.00 | |
| EPS Growth, % | -275% | -4% | 4% | 14% |
| P/E Ratio, x | 14.00 | 14.63 | 14.00 | 12.25 |
| Dividend, ¢ | 3.5 | 7.05 | 5.80 | 6.00 |
| Franking, % | 100% | 100% | 100% | 100% |
| Div. Yield, % | 3.57 | 7.19 | 5.92 | 6.12 |
Notes
| Our Adjusted EPS is used for the last year and forward estimates and as basis for EPS Growth and P/E Ratio. We currently use Reported data for all historic NPAT, for the prior year EPS and as base for last year EPS growth. |
| Data & Chart sourced from IRESS Market Technology Ltd. |
One Year Chart
As at 30 December 2013
Other Highlights
| Sector: | IT Consulting & Other Services |
| Return on Equity, FY13 : | 10% |
| Net Debt to Equity, FY13 : | -13 % |
| EBIT / Interest Cover, FY13 : | 64.99 x |
| Gicscode: | 45102010 |
| First Listed: | 19-Feb-97 |
Business Activities
UXC Limited (UXC) is now purely a specialist ICT business solutions provider, having divested other activities. It provides business solutions and services to medium and large entities in the private and public sectors.
Glossary:
| ♠ | "A Core Stock" - reliable long-term yield & growth |
| ♥ | "We like it" - a seasoned performer, growth & yield |
| ♦ | "A tough scout" - creating a potential breakthrough |
| ♣ | "A steady performer" - giving reliable yield or growth |
| Best Stocks | Portfolio of selected attractive investments |
| Potential | Stocks that may have good improvement prospects |
| Speculative | More risky usually smaller stocks with spec. upside |
| Midcaps | In RR Midcap Index, $ 70m to 1,500m market cap. |
| Large Stocks | Larger Stocks upwards of $ 1,500m market cap |