Tag: Stock pick

The Temple & Webster Group Ltd (ASX: TPW) share price is in focus today after the company posted record FY26 revenue of $665 million and grew underlying EBITDA by 28%.

What did Temple & Webster report?

• Revenue rose 10.6% to $664.6 million
• EBITDA increased 16.6% to $21.9 million, with an underlying EBITDA (ex-FX) jump of 28% to $25.9 million
• Delivered margin improved 5.5% to $201.0 million
• Cash balance at 30 June 2026 was $122.7 million, after $30 million spent on share buy-backs
• Market share grew to 2.9% and active customers rose 5% to approximately 1.3 million
• Repeat customers accounted for 62% of all orders, up from 59% last year

What else do investors need to know?

Temple & Webster highlighted strong contributions from exclusive product lines and adjacent businesses, now delivering over $100 million in annual revenue. The company’s NZ business generated $3 million in revenue since launching in October 2025, and its home improvement segment posted strong growth, up 39%.

The group continues to maintain a capital-light operating model, generating $24 million in operating cash flow. Fixed costs declined as a percentage of revenue, supporting improved margins alongside higher average order values and stable marketing ROI.

What did Temple & Webster management say?

Executive Chair Mark Coulter commented:

Despite a challenging environment, we have been able to deliver record annual revenue of $665 million, while materially improving the underlying profitability of the business through several margin optimisation initiatives. These initiatives, combined with the flexibility of our operating model, resulted in our Underlying EBITDA (excluding unrealised foreign exchange losses) increasing by 28% vs pcp to $26 million.

What’s next for Temple & Webster?

Despite variable market conditions, Temple & Webster is targeting FY27 EBITDA between $33 million and $40 million, up roughly 50–80% from FY26. The company says it is focused on returning to double-digit top-line growth through leveraging digital and AI innovation, strengthening its core online offering, and building further scale in adjacencies like home improvement and New Zealand.

New CEO Susie Sugden has flagged upcoming strategy updates at the AGM and first-half results, with an eye to expanding market leadership in the $40 billion-plus Australian homewares and furniture sector.

Temple & Webster share price snapshot

The Temple & Webster share price certainly has had 12 months to forget, losing almost 80% of its value since this time last year. This compares to a gain of 2% by the S&P/ASX 200 index (ASX: XJO).

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The post Temple & Webster earnings: Record revenue and profit growth in FY26 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Temple & Webster Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Temple & Webster Group. The Motley Fool Australia has recommended Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Turners Automotive Group Ltd (ASX: TRA) share price is in focus today after releasing its FY26 results, with revenue climbing 9% to $451.2 million and a record full-year dividend of 33.0 cents per share, up 14%.

What did Turners Automotive Group report?

• Revenue rose 9% to $451.2 million in FY26.
• Normalised EBIT increased 14% to $70.6 million.
• Normalised NPAT jumped 18% to $45.6 million (excluding one-off intangible impairments).
• Reported NPAT was $38.2 million, down 1%, reflecting a $7.5 million impairment in the credit management division.
• Final dividend declared at 9.0 cents per share, bringing the full year total to 33.0 cents, up 14% and fully imputed.
• Shareholders’ equity stood at $318 million as at 31 March 2026.

What else do investors need to know?

Turners delivered another record profit in a tough consumer environment, lifted by strong gains in its auto retail, finance, and insurance divisions. The group’s funding position improved, with a $200 million securitisation facility and expanded banking lines providing additional firepower for growth and branch expansion.

Ongoing economic headwinds, including higher fuel prices and the Middle East conflict, slowed the New Zealand automotive market late in FY26. However, the company’s diversified portfolio and disciplined management of stock, margins, and credit quality helped offset these pressures.

What’s next for Turners Automotive Group?

Turners is targeting $65 million normalised NPBT in FY27 and remains committed to its longer-term ambition of $100 million by FY31. The company plans further expansion of its auto retail network, underpinned by a strong balance sheet and stable funding.

While short-term challenges persist, management remains confident in its strategy and expects diversified earnings streams—from finance, insurance, and auto services—to provide resilience as the market recovers.

Turners Automotive Group share price snapshot

Over the past 12 months, Turners Automotive Group shares have risen 20%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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• Southern Cross Electrical Engineering: Record FY26 profit, cash, and dividends
• Fletcher Building returns to profit in FY26, EBIT up 26%
• Temple & Webster earnings: Record revenue and profit growth in FY26
• Breville Group shares in focus after record FY26 earnings
• EBOS FY26 earnings: profit edges higher, dividend steady

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Breville Group Ltd (ASX: BRG) share price is in focus after the company reported record full-year sales of $1.8 billion and delivered EBIT in line with guidance for FY26.

What did Breville Group report?

• Revenue: $1,810.9 million, up 6.7% from FY25
• EBITDA: $284.1 million, up 4.5%
• Net profit after tax (NPAT): $138.1 million, up 1.7%
• EBIT: $207.0 million, up 1.2%
• Final dividend: 19.0 cents per share, bringing full-year dividend to 38.0 cents, up 2.7% (100% franked)
• Net cash: $104.4 million at 30 June 2026

What else do investors need to know?

Breville completed its manufacturing diversification program, with 85% of 120-volt product gross profit now sourced outside China. This shift reduced company exposure to supply chain risks and US tariffs, which remained volatile during the year.

Growth in new markets stood out, with China, Korea, Mexico, and the Middle East together posting revenue gains above 70%. The company’s investment in new products, solutions, and technology services increased to 14.4% of revenue.

Strong underlying cash flow supported a healthy net cash position at year end. Gross margins recovered in the second half, led by improved US sourcing.

What did Breville Group management say?

Breville’s managing director and CEO, Jim Clayton, said:

FY26 tested the business on every front: We transformed our manufacturing footprint, grew revenue to a record $1.8 billion, and delivered EBIT in line with budget and guidance, in a year when US tariffs restructured four times and the closure of the Strait of Hormuz disrupted global supply chains. That is a result the team can be proud of… We enter FY27 better positioned than we have ever been. What we built this year will outlast the conditions that tested it.

What’s next for Breville Group?

Heading into FY27, Breville expects continued robust demand for premium products, but notes that supply chain disruption and fluctuating tariffs, especially in the US, remain potential headwinds. With manufacturing diversification largely complete, the company enters the new year well placed to adapt as needed.

Planned investment will focus on growth assets and elevated inventory as Breville continues expanding in new geographies and further develops its technology offerings. The company intends to provide more detailed guidance at its 1H27 results.

Breville Group share price snapshot

The Breville share price has been out of form over the past 12 months. During this time, it has underperformed the S&P/ASX 200 index (ASX: XJO) with a decline of 8%.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The EBOS Group Ltd (ASX: EBO) share price is in focus as the healthcare group delivered $13.5 billion in revenue, up 9.9%, and reported a net profit of $225.2 million for FY26, reflecting a 4.7% increase.

What did EBOS Group report?

• Revenue from continuing operations: $13,486.7 million, up 9.9% from FY25
• Reported net profit after tax (NPAT): $225.2 million, up 4.7%
• Underlying NPAT: $249.7 million, down 3.1% year on year
• Reported EBITDA: $598.7 million, up 7.8%
• Final dividend: NZD 61.5 cents per share, with a record date of 28 August 2026 and payment on 18 September 2026
• Net tangible assets per share: AUD $5.39, compared to $4.17 a year ago

What else do investors need to know?

EBOS Group’s FY26 results show continued momentum in revenue growth across both the pharmaceutical and animal care divisions. While underlying profit dipped slightly due to higher restructuring and transaction costs, reported profits rose.

The company continues to invest in distribution networks and digital capabilities. A steady final dividend rewards shareholders and may signal confidence in ongoing cash flow strength.

What’s next for EBOS Group?

Looking ahead, EBOS says it remains committed to expanding its footprint across the healthcare and animal care sectors. Continued investment in technology and infrastructure aims to support organic growth and potential acquisitions.

Management will likely focus on integrating recent acquisitions, improving operational efficiencies, and delivering value for shareholders in a competitive market.

EBOS Group share price snapshot

Over the past 12 months, EBOS shares have declined 50%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post EBOS FY26 earnings: profit edges higher, dividend steady appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The BWP Trust (ASX: BWP) share price is in focus today after the company reported a 3% lift in revenue to $209.3 million and a 53.8% surge in statutory net profit after tax to $408.4 million for the year ended 30 June 2026.

What did BWP Trust report?

• Revenue rose 3.0% to $209.3 million
• Statutory net profit after tax (including fair value movements) jumped 53.8% to $408.4 million
• Funds from operations (FFO) up 4.5% to $140.9 million; FFO per security rose 2.1% to 19.29 cents
• Total FY26 distributions rose 4.1% to 19.41 cents per security
• Net tangible assets per security increased 3.3% to $4.11
• BWP’s credit rating upgraded by Moody’s to A3 (stable)

What else do investors need to know?

BWP Trust continued to focus on its internalised management structure in FY26, aiming to strengthen alignment between the board, management, and securityholders. The company completed several reset activities over the year, including the acquisition of NPR, resets and extensions to major leases, and a $228 million equity raising.

Portfolio activity included the divestment of non-core assets in Morley, Port Kennedy, and Chadstone, as well as ongoing developments at key sites such as Fountain Gate and Broadmeadows. BWP also acquired two fully leased large format retail centres in Queensland and Victoria, directing its strategy towards growth in this sector.

Looking ahead to the AGM on 29 October 2026, BWP is also progressing its planning for compliance with emerging sustainability and climate-related financial disclosure standards.

What’s next for BWP Trust?

Management expects rental income in FY27 to primarily come from well-known tenants in the Wesfarmers Group and national large-format retail operators. Demand for Bunnings Warehouse properties is expected to be steady, underpinned by strong leasing covenants.

BWP has guided to a FY27 distribution of 20.00 cents per security, roughly 3% growth on FY26. Focus areas for the new year include repurposing former Bunnings sites, capturing positive lease reversions, and targeted asset acquisitions, all while maintaining prudent gearing levels and a payout ratio between 90% and 110% of FFO.

BWP Trust share price snapshot

The BWP share price has marginally outperformed the S&P/ASX 200 index (ASX: XJO) over the last 12 months with a modest 4.5% gain.

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The post BWP Trust profit surges as distributions and portfolio quality rise in FY26 appeared first on The Motley Fool Australia.

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• Breville Group shares in focus after record FY26 earnings

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Iluka Resources Ltd (ASX: ILU) share price is in focus today after releasing its 2026 half-year results, highlighted by strong cash generation and a reduction in net debt.

What did Iluka Resources report?

• Mineral sands revenue: $433 million (down 22% from HY 2025)
• Underlying group EBITDA: $53 million (down 77%)
• Net profit after tax (NPAT): $(24) million (HY 2025: $92 million)
• Operating cash flow: $247 million (up 115%)
• Free cash flow – mineral sands: $200 million (HY 2025: $(192) million)
• Interim dividend: 3 cents per share fully franked (up 50%)

What else do investors need to know?

Iluka commissioned its Balranald mine, with both mining rigs now operating and focus on improved extraction and recoveries as ramp-up continues. The Eneabba rare earths refinery is progressing as scheduled and within budget, with construction now 60% complete and the project benefiting from its first rare earth offtake agreement and strengthened long-term feedstock supply.

The company’s mineral sands business saw improved cash flows driven by inventory sales and higher zircon prices, enabling a significant reduction in mineral sands net debt from $473 million to $273 million since December 2025.

What did Iluka Resources management say?

Speaking about the results, Iluka’s managing director, Tom O’Leary, commented:

In rare earths, the Eneabba refinery has progressed on schedule and budget. All major equipment has been delivered to site, construction is 60% complete and confidence in the project’s capital estimate has continued to strengthen. In parallel, Iluka entered into its first offtake agreement – covering both light and heavy magnet rare earth oxides – and strengthened the refinery’s long term feedstock position.

What’s next for Iluka Resources?

Iluka remains focused on ramping up operations at Balranald, boosting ore extraction and recoveries. The Eneabba rare earths refinery is on track for commissioning in 2027, with management highlighting the project’s backing and strategic timing amidst global demand for rare earths.

The company will continue to prioritise operational execution and balance sheet strength in the second half of 2026, looking to benefit from a recovering zircon market and progressing growth projects.

Iluka Resources share price snapshot

The Iluka Resources share price has outperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of around 7.5%.

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The post Iluka Resources shares: 2026 half-year earnings results unravelled appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Mirvac Group (ASX: MGR) share price is on the radar today after announcing a 7% lift in operating profit to $508 million and a 6% increase in distributions to $376 million for FY26, both in line with guidance.

What did Mirvac Group report?

• Operating profit after tax rose 7% to $508 million (FY25: $474 million)
• Operating earnings per stapled security up to 12.9 cents (FY25: 12.0 cpss)
• Statutory profit jumped to $677 million (FY25: $68 million)
• Distribution increased 6% to $376 million, or 9.5 cpss
• Net tangible assets per security of $2.33 (up from $2.26)
• Gearing improved to 24.1% from 27.6%

What else do investors need to know?

Mirvac’s residential divisions saw a 15% increase in sales, with 2,130 residential lots settled and gross margins improving to 24%. The commercial and mixed-use portfolio delivered $88 million in EBIT, supported by project completions and new developments.

Occupancy across the investment portfolio was a strong 98%, with like-for-like income growth at 5.3%. The company also completed over $500 million in asset sales, boosting liquidity and helping to recapitalise its funds platform, which now manages over $18 billion in third-party capital. Mirvac announced an on-market buy-back of up to $200 million in securities as part of its capital management strategy.

What did Mirvac Group management say?

Mirvac’s CEO & Managing Director, Campbell Hanan, said:

FY26 was a year of execution, with earnings growth of 7 per cent. Our results today reflect the work we have done over the past three years to reset the business, improve asset quality and drive higher returns.

Importantly, this has been achieved while strengthening our balance sheet, with gearing within our target range at 24.1 per cent, and strong liquidity and credit ratings maintained. Following the progress we have made to reposition the portfolio, strengthen the balance sheet and improve earnings visibility, we have announced an on-market share buy-back of Mirvac securities of up to $200 million. This reflects our confidence in the value embedded in the business, while providing us with flexibility to deploy capital to opportunities where we see the most value for securityholders.

What’s next for Mirvac Group?

For FY27, Mirvac is targeting operating earnings per security of 13.2 to 13.4 cents and a distribution of 9.9 cents, assuming market conditions remain steady. The company aims to settle between 2,800 and 3,100 residential lots in the coming year, with a weighted average cost of debt expected around 5.7%.

Management expects ongoing support from its expanded residential pipeline, growing funds management platform, and new commercial projects. While some uncertainty remains in the market, Mirvac believes it’s well positioned for sustained earnings and NTA growth.

Mirvac Group share price snapshot

It has been a tough 12 months for the Mirvac Group share price over the past 12 months. During this time, its shares have lost 25% of their value. This compares to a 2% gain by the S&P/ASX 200 index (ASX: XJO).

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

ASX stock MFF Capital Investments Ltd (ASX: MFF) is one of my preferred ideas for passive income. It’s one of the largest positions in my portfolio, partly because of how rewarding the dividends are and how confident I am about its future.

MFF is a listed investment company (LIC), one of the largest on the ASX. An LIC aims to make money for shareholders by investing in shares (or other assets) to generate returns.

LICs can fund the dividends they pay from returns they generate. If a LIC performs strongly, it can deliver a triple benefit – a good dividend yield, a rising dividend and capital growth.

Let’s look at the elements of what makes MFF a great investment.

Strong investment performance

MFF says that it aims to build lasting wealth for shareholders primarily through long-term ownership of advantaged businesses. Its strategy favours duration and enables the power of compounding.

The business has largely focused on global blue-chips which can provide pleasing long-term returns. This investment style has delivered good returns.

As of 30 June 2026, over the prior decade, its pre-tax net tangible assets (NTA) return (with taxes reinstated) has averaged 15.5% per year. I think most LICs would be very happy with that level of return over the last 10 years.

Over time, I expect the investment portfolio may change, and MFF has the investment flexibility to look for the best opportunities across the global (and ASX) share market.

Good passive dividend income

MFF has steadily grown its regular annual dividend per share each year since FY18, providing several years of dividend growth, and that trend continued in FY26.

The FY26 annual dividend per share was hiked by 23.5% to 21 cents per share. The MFF leadership has provided guidance that it’s going to continue hiking its half-year dividend by another 1 cent per share in six months. MFF has been growing its half-year dividend each year since 2024. The next dividend is guided to be 12 cents per share in six months.

If the ASX stock continues with that track record, it would pay an annual dividend per share of 25 cents in FY27 – that would represent a grossed-up dividend yield of 6.7%, including franking credits, at the time of writing. It would also represent a year-over-year increase of 19%.

Pleasing capital growth

With all of the investment returns that MFF has generated over the years, the business has been able to provide pleasing dividends and the retained money is helping drive the MFF share price and NTA higher.

Over the prior five years, the MFF share price has climbed by 82%, at the time of writing.

Considering the excellent dividend payouts over the past five years, I’d say that MFF’s capital growth has been very pleasing. Of course, past performance is not a guarantee of future performance.

$1,000 of passive income per month

MFF doesn’t pay a dividend each month, it only pays every six months. But we can take that monthly goal and multiply it by 12 for an annual goal. Investors can then divide the received dividends into monthly chunks.

The FY26 final dividend of 11 cents per share will be paid in October and the LIC expects to announce an interim dividend of 12 cents per share in six months. Therefore, we’re looking at 23 cents per share of dividends within the next 12 months.

To receive $12,000 of dividend cash within the next year, an investor would need to own 52,174 MFF shares.

If we include franking credits as part of the income, then an investor would only need 36,519 MFF shares for $12,000 of annual passive income.

I think this would be a solid investment for the long-term right now and I’d happily buy a bit more of the ASX stock at this price.

The post I’d buy 36,519 shares of this ASX stock to aim for $1,000 a month of passive income appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Mff Capital Investments. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Mff Capital Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CAR Group Ltd (ASX: CAR) has come a long way from the Australian classifieds business many investors still associate with carsales.com.au.

Today, the S&P/ASX 200 Index (ASX: XJO) share owns leading automotive marketplaces across several major international markets.

I think that global expansion could give the company plenty more room to grow over the next decade.

The model has travelled well

What first catches my attention is that CAR Group has managed to take what worked in Australia and build a much larger international business around it.

The company now operates major marketplaces in Australia, South Korea, Brazil, and North America. Importantly, management says its brands hold the number-one audience position in each market where they operate.

That scale can create a powerful cycle.

Car buyers gravitate towards marketplaces with plenty of vehicles to choose from. Dealers want to advertise where the buyers are. More dealers then bring more inventory, giving consumers another reason to return.

CAR Group now attracts an average monthly audience of around 52 million people across its marketplaces. I think that figure is worth highlighting because it shows how far the opportunity has expanded beyond Australia.

There is also still room to build more services around these audiences, rather than relying solely on charging for vehicle advertisements.

It can become more valuable to dealers

I think the next stage of this ASX 200 share’s story could increasingly be about helping dealers run their businesses.

The company already sits between dealers and millions of potential buyers, giving it access to information about vehicle demand, pricing, enquiries, and how quickly particular cars sell.

It is now using that data to develop tools that can help dealers decide which vehicles to acquire, how to price them, and which enquiries deserve the most attention.

That moves CAR Group further into the daily operations of its customers.

For me, this could strengthen the relationship considerably. A dealer using the platform to advertise vehicles is valuable. A dealer relying on CAR Group to source inventory, set prices, manage leads, and improve turnover could be worth much more over time.

AI could strengthen an advantage it already has

Artificial intelligence (AI) provides another opportunity, although I think CAR Group’s approach is more interesting than simply adding an AI feature to its website.

The company has decades of proprietary information covering listings, prices, enquiries, consumer behaviour, and vehicle transactions across its markets. Management is using this data to power its own AI platform.

The early applications are practical.

Its conversational search tool is helping people find vehicles using natural language, while AI is also being used to improve dealer listings, respond to enquiries, and provide pricing intelligence. CAR Group says users of its AI-led search are four times more likely to submit a lead.

I think this is where the company’s scale becomes particularly valuable. The technology itself will continue evolving, but CAR Group owns data and customer relationships that have taken years to build.

That could allow AI to make an already strong marketplace more effective rather than forcing the company to create an entirely new business.

Foolish takeaway

CAR Group is the sort of ASX 200 share I find increasingly attractive the further ahead I look.

It has already shown that its marketplace model can succeed internationally, and the opportunity is now expanding into dealer technology, transactions, data, and AI.

If CAR Group keeps becoming more important to both buyers and sellers, I think today’s business could look surprisingly small compared with what it becomes by 2036.

That is a growth story I would be happy to buy and give plenty of time.

The post Could this ASX 200 share be one of the best long-term buys? appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The CSL Ltd (ASX: CSL) share price had its best day in recent memory on Tuesday.

The biotech giant’s shares ended the day 17% higher at $157.82 following the release of its FY 2026 results.

Is it too late to buy CSL shares? Let’s see what Bell Potter is saying.

What is the broker saying?

Bell Potter notes that CSL delivered a result in line with guidance for FY 2026. And while weak on paper, the broker was pleased to see the key CSL Behring business rebound in the second half. It said:

NPATA declined -2% to $3.14b (cc) and was in line with $3.1b guidance. Revenue declined -1% to $15.37b (cc) and was above the $15.2b guidance. FX lifted reported revenue to $15.8b (above VA cons and BPe of $15.4b) but dragged down reported NPATA to $3.10b (in line with VA cons and BPe of $3.1b). 

The biggest highlight was in Behring, particularly the rebound in 2H26 Ig sales (+7% at cc or +11% reported) and to a lesser degree albumin declining less than feared (-5% at cc or -1% reported). The excess Ig supply imbalance that was prevalent earlier in CY26 now appears to have largely returned to normalcy based on comments from CSL and its main rivals Takeda and Grifols. Behring gross margin however continued to face pressures, with 2H gross margin of 48.2% the lowest half-yearly result since at least FY17.

The broker also highlights that CSL’s FY 2027 guidance was above expectations. It adds:

FY27 guidance for underlying NPAT +5% (cc) is above the +1% growth consensus had been expecting based on the old metric of NAPTA, hence the downgrade cycle has likely eased for the first time in several results despite the expected drag from Vifor in FY27. Investors will have also been buoyed by FY27 guidance for Behring growth at mid-single digits and an expectation of a turnaround in the Behring GM by ~70bps. We have revised our forecasts following the result and guidance, resulting in upgrades of 8%/6%/6% at the NPATA line across FY27/28/29.

Is the CSL share price in the buy zone?

Despite the positives, Bell Potter is sitting on the fence when it comes to the CSL share price.

According to the note, the broker has retained its hold rating with an improved price target of $150.00 (from $120.00).

Commenting on its recommendation, Bell Potter believes that CSL’s shares are fully valued at current levels. It said:

Based on the new underlying NPAT metric, CSL trades on a PE multiple of ~19x FY26 and ~18x FY27 earnings, with flat revenue growth and low-to-mid single digit earnings growth expected for FY27. While the result today suggests the worst (by way of earnings declines) is in the rear-view for CSL, we find it difficult to justify a greater premium than is now being attributed relative to global biopharma peers.

The post Is the CSL share price in the buy zone after the biotech giant’s results? appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.