Originally Posted by
alokdhir
When now company will exceed NPAT consensus then what u think will happen ?
Analyst consensus is $ 365 Mil NPAT .....IMO it will be over $ 400 Mil ...as margins will still be better then analyst's consensus . Last year margins were 26.6 % and this year they can 24-25% ...Analysts are sitting on 22 % .
Also they just provided revenue update not NPAT ...while saying same like last year that elevated freight costs will impact GP margins by 2.5% which they said last year too yet came with higher margins ...attributing that to costs benefits of higher volumes
I am expecting higher NPAT and margins then consensus estimates ....lets wait and see on 26th May
PS : Keep in mind depressed NZD benefits for last half too will add to better margins