JPMorgan cuts Beach Energy stock rating on capex, Waitsia concerns

Published 07/02/2025, 06:20
JPMorgan cuts Beach Energy stock rating on capex, Waitsia concerns

On Friday, JPMorgan analysts downgraded Beach Energy Ltd (OTC:BCHEY) (BPT:AU) (OTC: BEPTF (OTC:BEPTF)) stock from Overweight to Neutral, adjusting the price target to AUD1.55 from AUD1.60. The change in rating follows the company’s mixed interim results, which included strong key financial metrics but raised concerns regarding additional capital expenditures and project execution. According to InvestingPro data, Beach Energy, with a market capitalization of $1.96 billion, has shown resilience with an 8.71% year-to-date return despite market challenges.

Beach Energy reported additional restoration capital expenditures of $40-45 million for the second half of 2025 to abandon two wells in the Otway Basin. This amount is not factored into the current fiscal year 2025 capital expenditure guidance. With the abandonment of three more wells anticipated next year, the firm’s previous capital expenditure estimates for fiscal years 2025 and 2026 are now considered too low. InvestingPro analysis reveals the company operates with a moderate debt level and maintains a solid financial position, though its current ratio of 0.84 indicates short-term obligations exceed liquid assets.

The interim dividend declared by the company was 3 cents per share, representing a 16% payout policy on ex-growth free cash flow, which falls significantly short of the management’s target range of 40-50%. Despite this, management maintains that it expects to meet its full-year payout target, attributing the conservative interim approach to increased capital expenditures anticipated in the second half of the year. Notably, InvestingPro data shows Beach Energy has maintained dividend payments for 23 consecutive years, demonstrating a strong commitment to shareholder returns. For deeper insights into Beach Energy’s financial health and future prospects, investors can access comprehensive analysis and additional ProTips through InvestingPro’s detailed research reports.

JPMorgan highlighted the importance of the Waitsia project’s timing for unlocking increased free cash flow for Beach Energy. However, they expressed disappointment that Xyris gas has not yet been introduced to the plant. While the potential for strong cash flow from Waitsia exists, which could lead to increased distributions, the analysts find the rising capital expenditure burden, the uncertain outlook for the full-year dividend, and the execution risks at Waitsia have made the stock’s risk/reward profile less attractive at its current price. Based on InvestingPro’s Fair Value analysis, the stock currently appears slightly undervalued, though investors should carefully weigh the execution risks against potential returns.

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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