The AGM presso on 20 October declared the Order Book at $720m - add this new $125m and that's a new order book of $845m. For mine, that's revenue of $580m for FY25 locked in and much of FY26 covered as well. I'm projecting NPAT of $31m or 11.5cps. FY26 will be an even stronger year.

Some say the PE for SXE is too high - On $1.39 that's a forward PE of just 11.7x where the median PE for the Building and Consuruction sector is 15.1x

Ever the optimist, I also think they can pay out a 7.5c ff divvy. Recent selling has been caused by a substantial shareholder (Alex Waistlitz) needing to cash up for personal reasons.