CSR Limited (CSR) - Research

$4.280 0.07 (1.61%)

CSR General Information +

ASX Code CSR
Website http://www.csr.com.au
GICS Sub-Industry Construction Materials
Market Cap ($M) 2,131
Current Price $4.280
Day High $4.335
Day Low $4.245
Last Close $4.350
Price Movement $0.07 ( 1.61% )
Prices as at 16:40, 23 Jul 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

CSR Company Overview

Business Description

CSR Limited (CSR) manufactures and supplies building products in Australia and New Zealand. In Australia, CSR hold interest in the smelting of aluminium through its 70% interest in Gove Aluminium Finance Limited, which owns 36.05% of the Tomago aluminium smelter located near Newcastle, NSW.

CSR Financial Summary

Year to Mar NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2021 F 114.20 25.02 14.60% 17.11 26.00 6.07% 100.0%
2020 F 106.83 21.83 -37.70% 19.61 26.00 6.07% 75.0%
2019 A 177.51 35.06 -8.80% 11.24 26.00 6.60% 75.0%

CSR Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2019 A 2020 F 2021 F 2019 A 2020 F 2021 F 2019 A 2020 F 2021 F
Adelaide Brighton (ABC) $2,907M 0.0658 -0.1134 0.0533 15.3793 17.3473 16.4697 6.28% 4.41% 4.64%
Boral (BLD) $6,366M 0.1489 -0.0076 0.0353 13.6948 13.7992 13.3284 4.88% 4.90% 5.03%
CSR (CSR) $2,166M -0.1424 -0.2803 -0.0270 12.0599 16.7565 17.2209 5.98% 5.36% 5.10%
Fletcher Building (FBU) $4,019M 0.0000 0.0000 -0.1092 0.0000 11.2063 12.5801 0.00% 6.35% 5.80%
James Hardie (JHX) $8,239M 0.5407 0.3031 0.1126 23.7476 18.2236 16.3795 2.73% 2.87% 3.32%

CSR Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 1.07 13.00 1.82 0.00
Market 0.94 17.30 1.52 1.42
Sector 1.59 13.00 1.32 0.55

CSR Directors

Name Position Start Date
Mr Alan Robert Harold Sindel Chief Executive Officer, Managing Director 15 Dec 2010
Mr John Gillam Non-Executive Chairman, Non-Executive Director 14 Dec 2017
Mr Michael (Mike) Francis Ihlein Non-Executive Director 7 Jul 2011
Mr Matthew James Quinn Non-Executive Director 20 Aug 2013
Ms Penelope (Penny) Ann Winn Non-Executive Director 9 Nov 2015
Ms Christine Francis Holman Non-Executive Director 25 Oct 2016

CSR Management

Name Position
David Fallu Chief Financial Officer
Debbie Schroeder Company Secretary
Anthony Tannous Executive General Manager - Bradford
Luke Murphy Executive General Manager - Human Resources
Andrea Pidcock Executive General Manager - Lightweight Systems
Ian Hardiman Executive General Manager - New Business, Innovation and Technology
Nick Pezet Executive General Manager - PGH Bricks
Mark White General Manager - Aluminium
Andrew Mackenzie General Manager - Property

CSR Substantial Shareholders

Holding Name
47,000,000 (9.31%) BlackRock Group
38,400,000 (7.62%) FIL Limited and the entities
30,400,000 (6.01%) Dimensional Entities
25,100,000 (5.01%) State Street Corporation and subsidiaries
25,300,000 (5%) The Vanguard Group Inc.

CSR Calendar of Events

Date Event
20 May 2020 Report (Annual)
06 May 2020 Report (Prelim)
01 November 2019 Report (Interim)

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