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Breville Group (BRG) Report Falls Short Of Expectations

The Breville Group Ltd (ASX:BRG) share price has fallen around 4% this morning after narrowly missing analyst estimates. Here’s what you need to know.

The Breville Group Ltd (ASX: BRG) share price has fallen around 4% this morning after narrowly missing analyst estimates. Here’s what you need to know.

About Breville Group

Breville Group was established in Melbourne in 1932 as a radio manufacturer, but during the 1960s the focus shifted to household products and kitchen appliances. Breville Group now includes the brands Breville, Kambrook, Sage and several others, and the products range from toasted sandwich makers to vacuum cleaners.

Breville distributes throughout Australia, North America, Europe and Asia.

Here Are The Five Key Points

  • Revenue grew 17.5% to reach $760 million
  • EBITDA was $114 million, an increase of 13.7% on FY18 (the video below explains EBITDA)
  • Net profit after tax (NPAT) was up 15.2% to $67.4 million
  • Basic earnings per share (EPS) also increased by 15.2% to 51.8 cents per share
  • Total dividend increased to 37 cents per share

Analyst Estimates

Bell Potter estimates for NPAT were $67.7 million. Breville fell just short with a result of $67.4 million.

Dividends

The total dividend of 37 cents per share is up 12.1% from 33 cents per share in FY18. The final dividend is 18.5 cents per share, 60% franked. It will be paid on 27th September 2019.

Management Commentary

Breville CEO Jim Clayton described FY19 as another good year for the company.

“We continued to deliver double-digit EBIT growth while successfully executing on our acceleration program, increasing our investment in product development and marketing, and geographically expanding in Germany, Austria, Benelux and Switzerland,” he said.

Is Breville A Buy?

Breville continues to impress with its consistent growth and expansion. What I particularly like about Breville is that it is easy to understand and there is no promotional management or confusing results. Breville simply delivers.

However, I recently wrote an article questioning whether Breville is overvalued and I still think that question is relevant today. Despite the small share price decline this morning, Breville will stay on my watchlist instead of in my portfolio.

For more companies with exceptional growth records, have a look at the free report below.

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Disclosure: At the time of writing, Max does not own shares in any of the companies mentioned.

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