BUZZ-Citi upgrades Australia's Brambles to 'buy', sees supply chain benefits ahead

Reuters

01/12

BUZZ-Citi upgrades Australia's Brambles to 'buy', sees supply chain benefits ahead

** Citi analysts upgrade rating for supply-chain logistics company Brambles BXB.AX to 'Buy' from 'Neutral' and keep price target at A$26.75

** Brokerage sees the recent share-price underperformance of BXB as an opportunity

** Says while consumer environment is still muted, some factors like the FIFA World Cup, during which there has been a general uptick in beverage demand historically, can potentially de-risk any like-for-like volume growth in 2H26

** Citi says BXB's FY26 forecast implies a material ~110 bps of margin expansion likely coming from material supply chain initiatives

** Brokerage estimates FY26 supply chain productivity benefits to flow into FY27 and sees upside to consensus estimates

** Five of 14 analysts rate the stock 'buy' or higher, seven 'hold' and two rate it 'sell' or lower; their median PT is A$25.43 - LSEG data

** BXB stock gained 19.3% in 2025

(Reporting by Himanshi Akhand in Bengaluru; editing by Diane Craft)

((Himanshi.Akhand@thomsonreuters.com;))

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