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Mayfield Group Holdings Ltd ASX:MYG

0 opened or increased4 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 4 managers in total.

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2026

14 Nov 2025 to today

Commentary Showing 2 of 8

DateManagerActionSummary

31 Jul 2026Ausbil Investment ManagementHeldAusbil Investment Management continues to hold Mayfield Group because it expects the electrical contractor to report results at least in line with market expectations, with a particularly strong medium-term outlook that should outweigh short-term market concerns. The stock fell 30.2% in July with no company-specific news, caught up in the same AI-induced sell-off that hit other second-derivative electrical contractor exposures, but Ausbil views the sell-off as sentiment-driven rather than fundamentals-driven.

Infrastructure ServicesMonthly Report, price recorded $2.03

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31 May 2026Perennial PartnersHeldPerennial Partners continues to hold Mayfield Group Holdings because the company is benefiting from growing demand for electrical infrastructure and power systems. Perennial views Mayfield as well positioned to benefit from rising power intensity, data centre investment and the broader build-out of enabling infrastructure, which drove strong share price performance during the period.

Monthly Report, price recorded $3.17

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6 more comments on MYGPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 4 managers first commented on MYG.

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Articles

31 May 2026Mayfield Group Rides Electrification Boom to a 200% FY26 Gain

About Mayfield Group Holdings Ltd

Industrials, Electrical Equipment

Mayfield Group Holdings (ASX:MYG), a manufacturer of electrical infrastructure equipment, has been a strong performer on electrification demand. In December 2025, Ellerston Capital reported Mayfield delivered a 111% return in the quarter, continuing its strong run, and Ausbil described it as a recent addition delivering solid performance. Wilson noted Mayfield's specialist manufacturing and service businesses for electrical infrastructure operators, and Perennial reported a 17% rise in May on demand for power systems. Ausbil later noted a 30% fall in July amid the AI-related sell-off. Mayfield Group Holdings operates in the Industrials sector within the Electrical Equipment industry, and Thesis Tracker has captured 8 comments from 4 fund managers, including Ellerston, Ausbil, Wilson and Perennial. Founded in 1985 and headquartered in Edinburgh, Adelaide, Mayfield designs and manufactures switchboards, power distribution and control systems and telecommunications equipment for utilities, data centres, mining and infrastructure across Australia.

Market cap: $221m
Price to earnings: 33.1x
Return on equity: 14.0%
Dividend yield: 1.9%
Price to book: 3.58x
Net margin: 4.8%
52-week range: $1.53 to $3.53

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Mayfield Group Holdings Ltd (ASX:MYG)?

Fund managers including Wilson Asset Management, Ellerston Capital and Ausbil Investment Management have invested in Mayfield Group Holdings Ltd (ASX:MYG).

What opportunities or catalysts do fund managers highlight for Mayfield Group Holdings Ltd?

Managers highlight strong demand for electrical infrastructure and power systems from electrification, renewables and data centres, which drove a 111% quarterly gain, according to Ellerston, Ausbil and Perennial.

What are the key risks to the Mayfield Group Holdings Ltd investment thesis, according to fund managers?

Ausbil notes a 30% fall in July without company news as AI-linked stocks sold off, showing sensitivity to sentiment after a strong run.

What does Mayfield Group Holdings Ltd (ASX:MYG) do?

Mayfield Group Holdings Ltd. is an Australian-based company specializing in telecommunications and power quality solutions. Founded in 1985 and headquartered in Edinburgh, South Australia, the firm manufactures electrical switchboards, transportable switch rooms, and protection panels. Additionally, Mayfield provides essential maintenance services for critical electrical and telecommunications infrastructure. The company supports large-scale industrial and commercial operations through its integrated engineering, manufacturing, and servicing capabilities.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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