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Citi lifts CAR Group stock outlook, highlights potential M&A and international expansion

EditorEmilio Ghigini
Published 08/13/2024, 04:14 AM
CSXXY
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On Tuesday, Citi updated its outlook on CAR Group (CAR:AU) (OTC: CSXXY) stock, raising the price target to AUD39.50 from the previous AUD39.30, while reiterating a Buy rating on the shares. The adjustment reflects CAR Group's stronger-than-expected revenue guidance, particularly in Australia.

The firm anticipates that the company's new Wallet offering for Webmotors will contribute to dealer growth starting from the second half of the fiscal year 2025.

The financial institution's analysis suggests a 1% and 2% increase in the forecasted revenues for fiscal years 2025 and 2026, respectively. This projection is based on the growth outlook for Webmotors and the overall performance of CAR Group.

Despite this positive adjustment, the expected EBITDA has been slightly revised downward due to CAR's ongoing investments, which are attributed to a mix of competitive pressures and strategic choices.

Citi's statement emphasized that the Buy rating is reaffirmed based on the anticipation of double-digit earnings growth over the medium term, driven by both international and dominant domestic business segments.

The analyst noted that CAR Group's leverage is currently below target levels, which could open up opportunities for mergers and acquisitions to further accelerate growth, potentially focusing on markets where the company already has a presence.

The report concludes with a positive outlook for CAR Group, suggesting that strategic investments and a robust growth trajectory in key business areas will underpin the company's financial performance in the coming years.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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