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MLG Oz Limited (MLG) Fair Value & Analysis

Basic Materials · AU · Market cap A$112M

MO MLG Oz Limited MLG · AU
PriceA$0.7700
Fair ValueA$1.33
Upside+72.7%
Quality92/100
Evidence: High Range A$1.00 – A$1.66

Fair value as of: Jun 25, 2026

From 24 valuation models · updated 4 days ago

Fair value updated Jun 25, 2026 — revised from A$2.81 to A$1.33 (−52.7%) since Jun 24, 2026. Share price +6.5% over the past month.

Price vs Fair Value (12 months)

A$1.11 A$0.6810 Fair Value A$1.33 Jun 2025 Jun 2026

12‑month range A$0.6810 – A$1.11 · fair‑value band A$1.00 – A$1.66 · the A$0.7700 price screens below the A$1.33 fair value. As of Jun 25, 2026.

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Analysis

MLG Oz Limited (MLG) currently trades at A$0.7700, while our model-based Fair Value estimate is A$1.33 — implying the stock looks roughly 72.7% undervalued today. We read business quality at 92/100 (high quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, MLG Oz Limited generated revenue of A$563M at a net margin of 2.7%. Revenue grew 5.3% year over year. It earns a return on equity of 10.5%. Net debt stands at A$66.4M. Fundamentals as of Jun 25, 2026

Key figures & financial health

Revenue (TTM) A$563M
Revenue growth (YoY) +5.3%
Net margin 2.7%
Return on equity 10.5%
Free cash flow A$33.9M FY2024
P/E ratio 9.1
More key figures
Operating margin 4.9%
EPS (TTM) A$0.0800
Dividend yield 1.8%
EPS growth (YoY) +44.9%
Net debt A$66.4M FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 25, 2026. TTM = trailing twelve months.

About the company

MLG Oz Limited provides mine site and supply chain solutions in Western Australia and the Northern Territory. The company offers mine site and bulk haulage services, consisting of general site haulage and bulk haulage, crusher feed, road, vehicle, and site maintenance services. It provides crushing and screening services comprising primary, secondary, and tertiary crushing; blast hole stemming production; build, own and operate fixed plant turnkey solutions; concrete aggregate production; road base production; run-of-mine management; bulk material screening and handling services; and contract crushing services, including mobile, track-mounted crushing and screening plants. In addition, the company offers civil and mining work, which include bulk earthworks; construction of water dams, pipeline bund walls and scour pits; clearing and topsoil stripping; site rehabilitation and mechanical seeding; haul road construction; civil works including concrete; design and construction of draina…

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

MLG Oz Limited reported revenue of A$548M in FY2024 versus A$254M in FY2020, a compound +21.2%/yr. Reported net income was A$12.1M in FY2024, compounding −0.7%/yr from FY2020.

Revenue +21.2%/yr
FY20 A$254M
FY21 A$287M
FY22 A$375M
FY23 A$475M
FY24 A$548M
Net income −0.7%/yr
FY20 A$12.5M
FY21 A$4.8M
FY22 A$810K
FY23 A$11.0M
FY24 A$12.1M

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Frequently asked questions

Is MLG Oz Limited (MLG) undervalued?
As of Jun 25, 2026, our model estimates a fair value of A$1.33 versus a price of A$0.7700 — about +73% (undervalued). Model-based estimate, not financial advice.
What is the fair value of MLG?
Our 21-model fair value for MLG Oz Limited is A$1.33 (as of Jun 25, 2026), built from audited fundamentals. The current price is A$0.7700.
What is the quality score of MLG?
MLG Oz Limited has a Quality Score of 92/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of MLG Oz Limited (MLG)?
MLG Oz Limited reported trailing-twelve-month revenue of about A$563M (latest available figure, as of Jun 25, 2026).
What is the net profit margin of MLG?
The net profit margin of MLG Oz Limited is about 2.7%, meaning it keeps roughly 2.7% of revenue as net income. Based on the latest reported figures.
Does MLG Oz Limited pay a dividend?
MLG Oz Limited currently shows a dividend yield of about 1.81% relative to its recent price (as of Jun 25, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.