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De.mem Ltd. (AU:DEM)
ASX:DEM
Australian Market
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De.mem Ltd. (DEM) AI Stock Analysis

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AU:DEM

De.mem Ltd.

(Sydney:DEM)

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Neutral 53 (OpenAI - 5.2)
Rating:53Neutral
Price Target:
AU$0.10
▼(-1.00% Downside)
Action:Reiterated
Date:06/25/26
The score is primarily held back by persistent losses and weak cash-flow quality despite improving operating cash flow, while a low-leverage balance sheet provides some stability. Technically, signals are mixed with only short-term strength and slightly negative momentum indicators. Valuation is less supportive given the negative P/E and lack of dividend data.
Positive Factors
Recurring service & consumables revenue
De.mem derives revenue from ongoing O&M, monitoring, repairs and repeat consumable sales, creating annuity-like cash flows and customer stickiness. This durable service mix improves revenue visibility, reduces cyclical exposure and supports long-term client relationships.
Negative Factors
Persistent net losses
Despite revenue gains, the company continues to report net losses and negative operating profitability. Ongoing losses erode returns, limit retained earnings for reinvestment, and increase reliance on external financing or equity issuance to sustain growth over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring service & consumables revenue
De.mem derives revenue from ongoing O&M, monitoring, repairs and repeat consumable sales, creating annuity-like cash flows and customer stickiness. This durable service mix improves revenue visibility, reduces cyclical exposure and supports long-term client relationships.
Read all positive factors

De.mem Ltd. (DEM) vs. iShares MSCI Australia ETF (EWA)

De.mem Ltd. Business Overview & Revenue Model

Company Description
Established in 2013 and headquartered in Melbourne, Australia, De.mem Limited specializes in the conceptualization, construction, ownership, and management of autonomous water and wastewater treatment infrastructure. Their services primarily cater...
How the Company Makes Money
De.mem makes money primarily through a mix of (1) recurring operating and maintenance-style revenue and (2) project and product sales tied to water treatment equipment and consumables. A key earnings driver is ongoing revenue from servicing instal...

De.mem Ltd. Financial Statement Overview

Summary
Mixed fundamentals: revenue growth is strong, but profitability remains weak with ongoing net losses and negative operating profitability. The balance sheet is comparatively conservative with modest leverage, while cash flow shows a positive operating cash flow inflection but thin conversion and essentially breakeven free cash flow.
Income Statement
44
Neutral
Balance Sheet
73
Positive
Cash Flow
46
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue29.89M24.90M23.41M19.64M18.08M
Gross Profit982.00K10.16M8.39M-521.00K-1.54M
EBITDA890.00K-1.01M-1.23M-1.70M-2.93M
Net Income-2.03M-2.77M-3.13M-3.49M-4.47M
Balance Sheet
Total Assets21.01M20.58M18.70M20.56M22.05M
Cash, Cash Equivalents and Short-Term Investments4.03M3.72M2.47M5.39M8.82M
Total Debt1.80M1.37M1.65M1.40M1.64M
Total Liabilities7.04M7.66M7.13M6.25M7.67M
Stockholders Equity13.96M12.92M11.57M14.31M14.35M
Cash Flow
Free Cash Flow9.00K-10.00K-2.23M-3.65M-3.73M
Operating Cash Flow318.00K115.00K-1.45M-1.88M-2.31M
Investing Cash Flow-2.51M-1.22M-728.00K-3.97M-4.31M
Financing Cash Flow2.43M2.28M-485.00K2.32M10.54M

De.mem Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.10
Price Trends
50DMA
0.09
Positive
100DMA
0.08
Positive
200DMA
0.09
Positive
Market Momentum
MACD
<0.01
Negative
RSI
82.34
Negative
STOCH
74.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:DEM, the sentiment is Positive. The current price of 0.1 is below the 20-day moving average (MA) of 0.10, above the 50-day MA of 0.09, and above the 200-day MA of 0.09, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 82.34 is Negative, neither overbought nor oversold. The STOCH value of 74.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:DEM.

De.mem Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
AU$261.76M24.7317.50%2.63%3.02%11.08%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
58
Neutral
AU$199.33M23.755.98%2.95%-2.87%-18.36%
58
Neutral
AU$56.64M10.8217.89%1.02%3.21%82.98%
53
Neutral
AU$39.27M-17.16-15.66%20.05%33.33%
45
Neutral
AU$4.37M-1.54-41.16%308.85%-44.44%
42
Neutral
AU$81.34M-5.76115.72%64.76%61.79%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:DEM
De.mem Ltd.
0.12
>-0.01
-4.17%
AU:FLC
Fluence Corporation Limited
0.07
<0.01
14.75%
AU:PET
Phoslock Environmental Technologies Limited
0.01
0.00
0.00%
AU:WAT
Waterco Limited
5.76
-0.85
-12.91%
AU:VBC
Verbrec Ltd
0.19
0.09
98.92%
AU:XRF
XRF Scientific Limited
1.86
-0.26
-12.26%

De.mem Ltd. Corporate Events

De.mem Announces Investor Webinar to Discuss June Quarter Results
Aug 7, 2026
De.mem Limited, an ASX-listed provider of decentralized water and wastewater treatment solutions, serves large industrial customers and public-sector clients across the Asia-Pacific with advanced membrane-based systems and ongoing operational supp...
De.mem Targets Growth as Decentralised Water Leader
Aug 7, 2026
De.mem Ltd., an ASX-listed company, specialises in decentralised water treatment, providing proprietary technologies, diversified products and services, and residential water solutions. It operates in a large, fragmented global market with geograp...
De.mem to Release 3.6 Million Escrowed Shares Tied to Core Chemicals Deal
Jul 26, 2026
De.mem Limited has announced that 3,575,254 fully paid ordinary shares will be released from voluntary escrow on 31 July 2026, in line with ASX Listing Rule 3.10A. These shares were originally issued as part of the consideration for the acquisitio...
De.mem Director Andreas De Wit Increases Direct Shareholding via Off-Market Purchase
Jun 28, 2026
De.mem Limited has disclosed a change in the shareholding of director Andreas Hendrik De Wit, who increased his direct holding in the company through an off-market purchase. He acquired 5,000,000 fully paid ordinary shares at $0.055 per share, lif...
De.mem Grants 500,000 Unlisted Options to Director Conlon
Jun 23, 2026
De.mem Limited has granted director Daniel Gerard Conlon 500,000 unlisted options, marking his first holding of company securities. The options are exercisable at $0.105 each and will expire on 16 June 2029, reflecting a structured equity incentiv...
De.mem Director Andreas De Wit Increases Equity Stake via Off-Market Share Purchase
Jun 22, 2026
De.mem Limited has disclosed a change in the interests of director Andreas Hendrik De Wit, who holds his stake indirectly through BNP Paribas Nominees Pty Ltd as the beneficial owner with voting and disposal rights. The notice forms part of the co...
De.mem updates market on director share acquisition and option changes
Jun 17, 2026
De.mem Limited has reported a change in director Andreas Hendrik De Wit&#8217;s interests, with the off-market acquisition of 3,000,000 fully paid ordinary shares and the expiry of 500,000 unlisted options earlier in April 2026. The company acknow...
De.mem Issues 2 Million Unquoted Employee Options Expiring in 2029
Jun 17, 2026
De.mem Ltd. has notified the market of a new issue of 2,000,000 unquoted options under its employee incentive scheme, with an exercise price of $0.105 and an expiry date of June 16, 2029. The options, issued on June 17, 2026, are not intended to b...
De.mem Wins Strong Shareholder Backing at AGM, Secures Extra Placement Capacity
May 26, 2026
De.mem shareholders strongly endorsed all resolutions at the company&#8217;s 26 May 2026 annual general meeting, including the adoption of the remuneration report and the re-election of directors Danny Conlon and Andreas (Harry) De Wit. Investors ...
De.mem boosts recurring revenues to record highs as margins hit new peak
May 26, 2026
De.mem reported record calendar 2025 revenue of $29.9 million, a 20% increase on the prior year and the highest in its history, underpinned by disciplined execution of its recurring revenue strategy and expansion of its national service and specia...
De.mem Director Bernd Dautel’s Options Expire, Shareholding Unchanged
May 26, 2026
De.mem Limited has reported a change in director Bernd Dautel&#8217;s interests following the expiry of his unlisted options. Dautel&#8217;s 500,000 unlisted options, which were exercisable at $0.2058 and due to expire on 23 May 2026, have lapsed ...
De.mem Options Lapse Following Expiry Without Exercise
May 26, 2026
De.mem Ltd has notified the market of changes to its capital structure, confirming the lapse of a tranche of listed options. The company reported that 2,250,000 options, exercisable at $0.2058 and expiring on May 23, 2026, have ceased due to expir...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 25, 2026