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PPK Group Limited (AU:PPK)
ASX:PPK
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PPK Group Limited (PPK) AI Stock Analysis

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AU:PPK

PPK Group Limited

(Sydney:PPK)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
AU$0.36
▼(-10.00% Downside)
Action:Reiterated
Date:03/10/26
The score is held down primarily by weak financial performance (negative profitability and cash flows) and bearish technicals (price below key moving averages with negative MACD and weak RSI). Valuation is a partial offset due to a very low P/E, but it is not enough to overcome the financial and momentum headwinds.
Positive Factors
Diversified business model
PPK's mix of manufacturing revenue, investment holdings and potential licensing/commercialisation provides structural diversification of cash flow sources. This reduces single-market dependence and preserves upside if advanced materials initiatives or asset disposals realise milestones over the next 2-6 months.
Negative Factors
Negative operating cash flow
Persistent negative operating and free cash flows erode liquidity and constrain the company's ability to self-fund capex, R&D, or commercialisation milestones. Over time this increases reliance on external financing or asset disposals, raising execution and dilution risk for strategic initiatives.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified business model
PPK's mix of manufacturing revenue, investment holdings and potential licensing/commercialisation provides structural diversification of cash flow sources. This reduces single-market dependence and preserves upside if advanced materials initiatives or asset disposals realise milestones over the next 2-6 months.
Read all positive factors

PPK Group Limited (PPK) vs. iShares MSCI Australia ETF (EWA)

PPK Group Limited Business Overview & Revenue Model

Company Description
PPK Group Limited, an Australian entity headquartered in Brisbane, operates with its subsidiaries in the manufacturing and sale of boron nitride nanotubes. The company also provides a range of innovative products including lithium-sulfur batteries...
How the Company Makes Money
PPK generates revenue primarily through sales of manufactured chemical and industrial products via its operating subsidiaries, where earnings are driven by customer orders for those products and associated distribution channels. Beyond operating s...

PPK Group Limited Financial Statement Overview

Summary
Weak financial profile overall: declining revenue growth with negative EBIT and net margins, plus negative operating and free cash flow. The main offset is a relatively low debt-to-equity ratio and a reasonable equity ratio, but negative ROE underscores poor shareholder returns.
Income Statement
35
Negative
Balance Sheet
50
Neutral
Cash Flow
40
Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue27.89M24.26M28.19M6.35M1.65M0.00
Gross Profit1.82M7.11M8.02M2.91M1.65M-66.00K
EBITDA-34.34M-12.88M-12.26M-10.58M-2.04M-5.91M
Net Income-14.68M-21.55M-10.74M-7.82M-2.56M-5.48M
Balance Sheet
Total Assets84.84M73.60M122.85M135.58M120.98M96.60M
Cash, Cash Equivalents and Short-Term Investments2.65M5.06M30.35M40.00M53.01M30.36M
Total Debt9.22M9.88M10.41M9.67M4.06M399.00K
Total Liabilities31.71M28.51M28.93M29.87M8.39M8.34M
Stockholders Equity52.98M41.93M67.74M75.58M81.51M76.65M
Cash Flow
Free Cash Flow-2.34M-8.48M-18.49M-16.68M-15.53M-5.47M
Operating Cash Flow-2.03M-6.90M-9.91M-9.55M-7.83M-2.39M
Investing Cash Flow-249.00K-16.81M-2.53M-3.73M-3.81M-6.41M
Financing Cash Flow-551.00K421.00K793.00K272.00K34.28M34.37M

PPK Group Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.40
Price Trends
50DMA
0.33
Positive
100DMA
0.34
Negative
200DMA
0.38
Negative
Market Momentum
MACD
<0.01
Positive
RSI
46.45
Neutral
STOCH
16.11
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:PPK, the sentiment is Negative. The current price of 0.4 is above the 20-day moving average (MA) of 0.34, above the 50-day MA of 0.33, and above the 200-day MA of 0.38, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 46.45 is Neutral, neither overbought nor oversold. The STOCH value of 16.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:PPK.

PPK Group Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
83
Outperform
AU$201.49M13.8223.91%4.48%25.84%53.30%
72
Outperform
AU$74.62M9.5912.27%7.80%17.91%50.00%
67
Neutral
AU$112.22M18.024.73%3.41%3.62%4.53%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
63
Neutral
AU$90.35M5.4212.51%7.14%10.91%-28.61%
44
Neutral
AU$89.31M-7.01-50.97%-36.31%-245.99%
42
Neutral
AU$31.17M-2.09-30.94%17.13%22.07%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:PPK
PPK Group Limited
0.34
-0.04
-11.84%
AU:ANG
Austin Engineering
0.16
-0.20
-56.70%
AU:MCE
Matrix Composites & Engineering Ltd
0.40
0.14
55.69%
AU:KOV
Korvest Ltd.
17.00
6.26
58.21%
AU:AHL
Adrad Holdings Limited
1.33
0.67
101.21%
AU:AAL
Alfabs Australia Ltd.
0.26
-0.11
-29.73%

PPK Group Limited Corporate Events

PPK Group Nets A$27.2m from Sale of Craig International Ballistics Stake
Jun 29, 2026
PPK Group has completed the sale of its 39.85% stake in defence manufacturer Craig International Ballistics to German buyer M-Sicherheitsbeteiligungen GmbH for A$27.2 million in cash, delivering more than a sevenfold cash return on its initial A$5...
PPK Finalises Unconditional Sale of Craig International Ballistics Stake
Jun 28, 2026
PPK Group Limited has confirmed that all conditions precedent under its share sale and purchase agreement for Craig International Ballistics have been satisfied, making the deal unconditional. The transaction involves the sale of PPK&#8217;s 39.85...
PPK Group Grants 450,000 Unquoted Performance Rights Under Incentive Scheme
Jun 28, 2026
PPK Group Limited has issued 450,000 unquoted performance rights under its employee incentive scheme, with the securities recorded under the code PPKAA and an issue date of 25 June 2026. The move signals continued use of equity-based remuneration ...
PPK Group cancels 369,630 performance rights, trims capital base
May 21, 2026
PPK Group Limited has reported the cessation of 369,630 performance rights under the ASX code PPKAA, following a cancellation by agreement between the company and the rights holder dated 19 May 2026. The move reduces the company&#8217;s pool of ou...
PPK Director Francis Acquires 85,000 Shares in On‑Market Purchase
Apr 23, 2026
PPK Group Limited has disclosed a change in director Richard Forbes Francis&#8217;s interests, reporting that he has indirectly acquired 85,000 fully paid ordinary shares in the company. The shares, purchased on market over three days in April 202...
PPK Director Increases Indirect Shareholding via On-Market Purchase
Apr 21, 2026
PPK Group Limited has disclosed a change in director Anne-Marie Birkill&#8217;s indirect shareholding in the company, reflecting an on-market purchase of additional ordinary shares. The transaction, executed through Bond Street Custodians Limited,...
PPK Group to Sell CIB Stake to Mehler in Up to A$33.4m Deal
Apr 19, 2026
PPK Group has agreed to sell its 39.85% stake in Craig International Ballistics to German armour specialist Mehler Vario Systems under a conditional share sale agreement. The deal values CIB at A$86 million on a cash-free, debt-free basis and coul...
PPK’s PowerPlus Energy Wins ARENA Grant to Triple Local Battery Output
Apr 15, 2026
PPK Group&#8217;s subsidiary PowerPlus Energy has secured a $2.3 million grant from the Australian Renewable Energy Agency&#8217;s Battery Breakthrough Initiative to help fund a $6.7 million project expanding semi-automated battery module manufact...
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: Mar 10, 2026