SGH Ltd

SGH: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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SGH: Upgrading our Fair Value Estimate by 32% to AUD 50 per Share

Mark Taylor

Sep 18, 2025

We have revisited several key assumptions pertinent to our SGH fair value estimate. Key among these is the value we ascribe to surplus land, as well as to the Crux and Longtom gas projects. Additionally, we have reviewed the cost of capital assumptions.

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SGH Ltd

SGH: Upgrading our Fair Value Estimate by 32% to AUD 50 per Share

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