3 Australian Stocks With Pricing Power When Inflation Stays Stubborn

Simply Wall St.07-05 18:24

Inflation headlines, central bank meetings, and shifting energy flows are all competing for attention, and that mix is reshaping how traders think about risk. With markets watching U.S. inflation data...

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With markets watching U.S. inflation data...</p>\n\n<a href=\"https://simplywall.st/stocks/au/healthcare/asx-ann/ansell-shares/news/3-australian-stocks-with-pricing-power-when-inflation-stays\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LCG","symbol_name":"Sterling Capital Focus Equity ETF","start_time":0,"source_url":"https://simplywall.st/stocks/au/healthcare/asx-ann/ansell-shares/news/3-australian-stocks-with-pricing-power-when-inflation-stays","article_id":"2649761325","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6022000-choice1-main-header/1585186795401"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/healthcare/asx-ann/ansell-shares/news/3-australian-stocks-with-pricing-power-when-inflation-stays","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2649761325","pubTimestamp":1783247052,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Inflation headlines, central bank meetings, and shifting energy flows are all competing for attention, and that mix is reshaping how traders think about risk. 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With markets watching U.S. inflation data, European shares under pressure, and fresh talk of Russian gas exports, some companies in the Inflation-Resilient Stocks screener could be more exposed to these crosscurrents than others. This article breaks down three stocks from that list that appear positioned to respond in different ways to the latest news, helping readers identify which opportunities might merit a closer look and which might call for extra caution. AdvertisementAnsell (ASX:ANN) Overview: Ansell is a global supplier of hand and body protection, providing surgical, examination and cleanroom gloves for hospitals and labs, along with industrial gloves and protective clothing for sectors such as automotive, mining, chemicals and logistics across more than 100 countries. Operations: Ansell generates about US$1.1b of revenue from Healthcare products and US$909.1m from Industrial and specialty markets, with North America and Europe, the Middle East and Africa its largest regions by sales. Market Cap: A$4.52b Ansell sits at the intersection of healthcare and industrial safety, which can be attractive when inflation and energy volatility are in focus because hospitals and factories still need gloves and protective gear, and buyers often accept price increases on essential consumables. The stock reflects a combination of a rebound in earnings, margin improvement programs and exposure to a PPE market that analysts expect to keep expanding. It is trading below some estimates of fair value and at a P/E below many peers. At the same time, investors need to weigh input cost swings, currency exposure and integration risk from recent acquisitions. For those watching inflation resilient ideas, the mix of quality, growth potential and execution risk makes Ansell a candidate for further research. Ansell’s rebound story, focus on margins and exposure to PPE could be masking a bigger question about what the market is really pricing in, so it is worth reviewing the 4 key rewards and 1 important warning sign ANN Discounted Cash Flow as at Jul 2026 Atlas Arteria (ASX:ALX) Overview: Atlas Arteria is a toll road operator that owns stakes in major highways and tunnels across France, Germany, the United States and Australia, collecting tolls from everyday traffic in return for building and maintaining this infrastructure. Operations: Atlas Arteria generates most of its revenue from the APRR motorway network at A$1.84b, with smaller contributions from ADELAC at A$42.6m, Chicago Skyway at A$142.7m, Dulles Greenway at A$130.5m and the Warnow Tunnel at A$29.5m. Market Cap: A$7.40b Atlas Arteria attracts attention in an inflation focused market because many of its tolls are explicitly linked to consumer prices, which can support revenue when inflation is in the headlines and central banks are active. Forecast earnings growth of about 19% a year and a yield near 7.8% appear appealing, particularly when the stock is described as trading well below some estimates of fair value. However, the situation is more complex. Debt-funded infrastructure, weaker recent margins and a dividend that analysts say is not fully backed by cash flows all point to meaningful risk. In addition, the ongoing IFM takeover saga and questions over the Chicago Skyway price make Atlas Arteria a stock where the details are important. Atlas Arteria’s inflation linked tolls, debt load and takeover noise can obscure the underlying situation, so it is worth reading the 2 key rewards and 1 important major warning sign ALX Discounted Cash Flow as at Jul 2026 EBOS Group (NZSE:EBO) Overview: EBOS Group is a large distributor of healthcare, pharmaceutical and animal care products, connecting manufacturers with pharmacies, hospitals, clinics and vet channels across Australia, New Zealand and Southeast Asia. It also offers software, logistics and consumer health brands. Operations: EBOS Group generates about A$12.2b of revenue from Healthcare and A$820.3m from Animal Care, with Australia contributing roughly A$9.9b and the remainder captured in segment level adjustments across its network. Market Cap: NZ$4.34b EBOS Group stands out in an inflation focused market because it sits at the heart of essential healthcare supply chains, giving it pricing power and volume support. Logistics upgrades and automation are aimed at lifting margins once heavy capital spending eases. At the same time, thin net margins around 1.8%, high debt, a dividend that is not fully covered by earnings and pressure from high value, low margin drugs mean execution really matters. For investors weighing a stock that mixes modest forecast growth, acquisition led expansion and industry consolidation with funding and integration risk, the full story behind EBOS Group is worth a closer look. EBOS Group’s thin margins and debt heavy expansion could be masking a more resilient core business, and the 2 key rewards and 2 important warning signs (1 is major!) might reveal why the risk reward balance is not as straightforward as it looks. NZSE:EBO Revenue & Expenses Breakdown as at Jul 2026 The three stocks discussed here are just a starting point, and the full Inflation-Resilient Stocks screener includes 18 more companies with equally compelling stories around inflation resilience, balance sheets and income potential. Use Simply Wall St to identify, filter and analyze the exact catalysts and narratives that matter to you so you can focus on the highest conviction ideas in this theme. Take Control of Your Investment Journey  If Atlas Arteria or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives Before They Fly? Market stories move fast, and fresh stock ideas can shift from quiet accumulation to full breakout before most investors react. Do not get caught watching from the sidelines; act now.  Track companies building durable income streams and stress test their payouts with the 6 dividend fortresses, curated for staying ahead of dropping yields and rising risks. Spot early movers in frontier computing by scanning the 26 quantum computing stocks so you see under the radar opportunities before momentum traders pile in. Follow the next wave of digital infrastructure by reviewing the 52 AI infrastructure stocks, which highlights businesses positioned while the theme is still under the radar for now.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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