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Designs and sells premium small kitchen appliances, especially coffee machines and blenders, under global brands.
Designs and sells premium small kitchen appliances, especially coffee machines and blenders, under global brands.
Designs its appliances itself and has them made by contract manufacturers, mainly in China, then sells through retail chains and its own online shops under the Breville name in North America and Australia and Sage in the UK and Europe. North America is its largest market.
In one line: Australia's premium kitchen-appliance maker, like a smaller SharkNinja.
Moat: narrow (brand, IP / patents). Premium design and patented technology (e.g., espresso machines) support brand pricing power globally.
Headquarters: Sydney, Australia · Founded: 1932 · Employees: 1,239
Size Breville (BRG.AX) is an Australia Consumer Discretionary company (Electronics/Appliances) with a market value of $3.33B, the 91st largest of 316 Australia companies the cockpit tracks. Shares closed at A$32.95 on 6 Nov 2026.
Performance Over six months the shares gained 13.3%, against +3.6% for the median peer and +4.1% for the Australia market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 6.7% over the last twelve months (peer median +0.4%); the operating margin is 11.4% (peer median 7.7%).
Valuation It trades at 31.1× forward earnings against a peer median of 17.3× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 26% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +18 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.4 points above its cost of capital (13.8% WACC).
Next results Next results expected around 15 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$1.81B | A$1.81B | A$1.70B | A$1.53B | A$1.48B |
| Revenue growth | — | +7% | +11% | +3% | — |
| Gross profit | A$347M | A$347M | A$341M | A$301M | A$288M |
| EBITDA | A$284M | A$285M | A$275M | A$243M | A$217M |
| Net income | A$138M | A$138M | A$136M | A$119M | A$110M |
| Free cash flow | A$177M | A$177M | A$127M | A$278M | A$69.8M |
| Capital expenditure | A$90.5M | A$90.5M | A$100M | A$62.1M | A$53.2M |
| Total debt | n/a | A$153M | A$118M | A$156M | A$280M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Breville BRG.AX | $3.33B | +13% | +7% | 11% | 31.1× | 26.4% |
| SharkNinja SN | $31.4B | +100% | +19% | 16% | 30.7× | 21.1% |
| De'Longhi DLG.MI | $7.65B | +23% | +6% | 13% | 18.0× | 14.2% |
| Whirlpool WHR | $2.01B | -32% | -6% | 2% | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BRG.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.5% | +2.1% | 6th highest of 21 |
| 6-month return | +13.3% | +3.6% | 7th highest of 21 |
| Distance from 52-week high | -7.1% | -25.1% | 4th highest of 21 |
| Revenue growth (TTM) | +6.7% | +0.4% | 9th highest of 21 |
| Operating margin | 11.4% | 7.7% | 6th highest of 21 |
| Forward P/E | 31.1× | 17.3× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 26.4% | 2.8% | most demanding of 15 |
| Growth delivered (Del g) | +8.8% | +8.7% | 8th highest of 15 |
| Hurdle (Req g minus delivered) | +17.6 pp | -6.1 pp | most demanding of 15 |
| ROIC minus cost of capital | +0.4 pp | +4.3 pp | 8th lowest of 21 |
| EV / EBITDA | 16.8× | 7.7× | 3rd most expensive of 7 |
| Net debt / EBITDA | -0.1× | 1.9× | 4th least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Breville BRG.AX | Australia | $3.33B | +13% | +7% | 11% | 31.1× | 26.4% | +8.8% |
| Nikon 7731.T | Japan | $3.17B | -12% | -4% | -2% | 45.4× | n/a | n/a |
| Seb SK.PA | France | $3.55B | +8% | -1% | 8% | 12.1× | -0.8% | +3.3% |
| Joyoung 002242.SZ | China | $2.87B | +131% | -7% | -1% | 159.7× | n/a | n/a |
| Kingclean Electric 603355.SS | China | $2.79B | +4% | -2% | 8% | 35.9× | 4.4% | +9.4% |
| Casio Computer 6952.T | Japan | $2.74B | +24% | +12% | 11% | 15.9× | 0.2% | +4.0% |
| Ecovacs Robotics 603486.SS | China | $4.22B | -25% | +10% | 7% | 14.5× | 16.2% | +21.4% |
| IMAX IMAX | United States | $2.61B | +35% | +15% | 23% | 18.8× | 12.2% | +24.5% |
| Hisense Home Appliances 0921.HK | Hong Kong | $4.26B | -24% | -6% | 3% | 9.3× | -13.5% | +11.9% |
| Shenzhen MTC 002429.SZ | China | $4.30B | -42% | +3% | 7% | 22.1× | n/a | n/a |
| Electrolux ELUX-A.ST | Sweden | $2.50B | +11% | -3% | -1% | 18.1× | 1.2% | +2.6% |
| Cowell e 1415.HK | Hong Kong | $2.38B | -33% | +15% | 7% | 9.8× | -10.3% | +36.2% |
| Theon International THEON.AS | Netherlands | $2.36B | -10% | +32% | 23% | 17.1× | 18.7% | +52.2% |
| Shanghai Flyco Electrical Appliance 603868.SS | China | $2.34B | +4% | +1% | 17% | 24.2× | 4.6% | +1.5% |
| Hangzhou Robam Appliances 002508.SZ | China | $2.28B | -10% | -18% | 8% | 14.4× | 6.3% | +4.5% |
| Beijing Roborock Technology 688169.SS | China | $5.29B | +17% | +31% | 8% | 17.3× | 4.6% | +32.8% |
| Hisense Visual Technology 600060.SS | China | $5.31B | +8% | -2% | 5% | 12.8× | -3.4% | +8.0% |
| Aditya Infotech CPPLUS.NS | India | $5.37B | +68% | +36% | 13% | 69.9× | n/a | n/a |
| Zhejiang Supor 002032.SZ | China | $5.37B | -4% | 0% | 10% | 18.0× | -2.8% | +4.1% |
| Whirlpool WHR | United States | $2.01B | -32% | -6% | 2% | n/a | n/a | n/a |
| Coway 021240.KS | South Korea | $5.56B | +26% | +14% | 18% | 10.8× | n/a | n/a |