Bapcor Ltd

BAP: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Bapcor: Corporate Action - Rights Attractive on Valuation Grounds Despite Steep Cut to FVE

Angus Hewitt

Mar 5, 2026

Earnings at Bapcor have collapsed and revenue from the core trade business is going backward. The company is guiding to fiscal 2026 underlying EBITDA of AUD 150 million to AUD 160 million, 37% lower than last year at the midpoint. Bapcor is also raising AUD 200 million in new equity.

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Bapcor Ltd

Bapcor: Corporate Action - Rights Attractive on Valuation Grounds Despite Steep Cut to FVE

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