macro

UBS sees Dicker Data's Sektor deal lifting EPS by about 9% after first year

UBS analyst Damen Kloeckner says Dicker Data's Sektor acquisition could add 9% to EPS in the first full year. The neutral rating stays unchanged.

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what happened

According to Market Talk, UBS analyst Damen Kloeckner estimates that Dicker Data's purchase of New Zealand-based Sektor could be 9% accretive to earnings per share in the first full year of ownership. Excluding one-off costs, he expects a marginal EPS gain in the current fiscal year, which ends in December.

He projects an 11% rise in Ebitda for 2027, though higher depreciation, amortization and net interest expenses will partly offset that gain. The ASX-listed hardware and software provider expands into southeast Asia through the deal.

UBS keeps its neutral rating and lifts its target price 3.2% to 15.90 Australian dollars. The shares were trading at A$14.79 ahead of the open.

why it matters

For investors, the deal lifts operating metrics while also adding debt-related costs. That mix of higher Ebitda and higher financing and depreciation charges tends to shape how the stock is valued more than the acquisition headline itself.

tags

instruments

Dicker DataASX

sources

  1. Dicker Data's Acquisition Looks EPS Accretive — Market Talk, 3 November 2026 at 22:52 UTC

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