Djerriwarrh Investments H1 2026 Margin Compression Challenges High Quality Earnings Narrative

Simply Wall St.

Jan 21

Djerriwarrh Investments (ASX:DJW) has put out its H1 2026 numbers, reporting total revenue of A$24.8 million and basic EPS of A$0.079, with trailing twelve month EPS of A$0.146 on revenue of A$51.6 ...

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Over the last three reported halves, revenue has moved between A$24.8 million and A$26.7 million while basic EPS has ranged from A$0.067 to A$0.081. This gives investors a clear view of how earnings per share have tracked relative to a fairly steady top line. With trailing net profit...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DJW.AU":"DJERRIWARRH INVESTMENTS LIMITED"},"translate_title":"Djerriwarrh Investments 2026年上半年利润率压缩挑战高质量盈利叙述","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DJW.AU":1},"content_text":"Djerriwarrh Investments (ASX:DJW) has put out its H1 2026 numbers, reporting total revenue of A$24.8 million and basic EPS of A$0.079, with trailing twelve month EPS of A$0.146 on revenue of A$51.6 million. Over the last three reported halves, revenue has moved between A$24.8 million and A$26.7 million while basic EPS has ranged from A$0.067 to A$0.081. This gives investors a clear view of how earnings per share have tracked relative to a fairly steady top line. With trailing net profit margins now lower than a year ago, the latest result puts profitability quality and dividend sustainability firmly in focus. See our full analysis for Djerriwarrh Investments. With the headline numbers on the table, the next step is to see how this earnings profile lines up with the widely shared narratives around Djerriwarrh, and where the data pushes back against those stories. Curious how numbers become stories that shape markets? Explore Community Narratives ASX:DJW Revenue & Expenses Breakdown as at Jan 2026 AdvertisementMargins: 74.5% Now Versus 93.6% A Year Ago  Trailing 12 month net profit margin sits at 74.5%, compared with 93.6% a year earlier, while H1 2026 net income of A$20.7 million came off revenue of A$24.8 million. What is interesting for the bullish narrative is that earnings are described as high quality and have a 5.6% annual growth rate over five years, yet:\n     Trailing net income over the last 12 months is A$38.4 million on A$51.6 million of revenue, which is lower than the A$47.6 million on A$50.8 million of revenue in the prior 12 month period shown. This combination of high margins and recent margin compression gives bulls good historical support, but it also means they need to account for the step down from the earlier 93.6% margin.    To see how this margin shift fits into the bigger story for long term growth and valuation, many investors look for a balanced narrative that ties these figures together. 📊 Read the full Djerriwarrh Investments Consensus Narrative. Dividend Yield 4.97% With Weak Coverage  The stock offers a 4.97% dividend yield, yet the payout is flagged as not well covered by either earnings or free cash flow based on the trailing 12 month data. Critics highlight a bearish angle here, arguing that a yield close to 5% looks less comfortable when:\n     Trailing EPS of A$0.146 and net profit margin of 74.5% come alongside a decline from the earlier 93.6% margin, so there is less headroom if profits soften further. The fact that both earnings and free cash flow are described as not covering the dividend suggests income focused holders need to pay close attention to how sustainable current distributions are.    P/E Of 21.3x Versus DCF Value Of A$0.88  Djerriwarrh trades on a P/E of 21.3x, slightly below the Australian market at 21.9x and below the 33.3x peer average, yet a DCF fair value of A$0.88 sits well under the current A$3.12 share price. Supporters of a more bullish stance often point to the lower P/E relative to peers, but the numbers pull in different directions:\n     The P/E being below peers can be read as Djerriwarrh being priced more conservatively despite trailing 12 month net income of A$38.4 million on A$51.6 million of revenue. The DCF fair value of A$0.88 compared with the A$3.12 share price highlights how one valuation approach can suggest the shares are richly priced even while simple multiples look more favourable.     Next Steps Don't just look at this quarter; the real story is in the long-term trend. We've done an in-depth analysis on Djerriwarrh Investments's growth and its valuation to see if today's price is a bargain. Add the company to your watchlist or portfolio now so you don't miss the next big move. Explore Alternatives Djerriwarrh is wrestling with a lower net profit margin than a year ago and a DCF fair value that sits well below the current share price, which together raise questions about valuation support. If that kind of pricing gap makes you cautious, use CTA_SCREENER_UNDERVALUED to focus on companies where estimated value and share price are more closely aligned at the moment.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}