tiprankstipranks
Recce Pharmaceuticals Ltd. (AU:RCE)
ASX:RCE
Want to see AU:RCE full AI Analyst Report?

Recce Pharmaceuticals Ltd. (RCE) AI Stock Analysis

22 Followers

Top Page

AU:RCE

Recce Pharmaceuticals Ltd.

(Sydney:RCE)

Select Model
Select Model
Select Model
Neutral 41 (OpenAI - 5.2)
Rating:41Neutral
Price Target:
AU$0.37
▼(-9.27% Downside)
Action:Reiterated
Date:03/04/26
The score is pressured primarily by poor financial performance (declining revenue, severe losses, and negative equity). Technical indicators also point to strong bearish momentum, while valuation offers limited support due to negative earnings and no dividend yield provided.
Positive Factors
Addressing antimicrobial resistance
Recce’s pipeline targets a structural global need: antibiotics active versus resistant pathogens. Broad-spectrum IV, oral and topical programs across sepsis and wound indications diversify clinical risk and align with long-term demand for novel anti-infectives, supporting durable commercial potential.
Negative Factors
Declining revenue
A 21.73% revenue drop indicates weakening top-line traction or shrinking non-core receipts. For a clinical-stage company with limited commercial cashflows, recurring revenue decline reduces internal funding capacity and increases reliance on external financing to sustain trials and development over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Addressing antimicrobial resistance
Recce’s pipeline targets a structural global need: antibiotics active versus resistant pathogens. Broad-spectrum IV, oral and topical programs across sepsis and wound indications diversify clinical risk and align with long-term demand for novel anti-infectives, supporting durable commercial potential.
Read all positive factors

Recce Pharmaceuticals Ltd. (RCE) vs. iShares MSCI Australia ETF (EWA)

Recce Pharmaceuticals Ltd. Business Overview & Revenue Model

Company Description
Recce Pharmaceuticals Ltd operates as a biotechnology enterprise, concentrating on the research, advancement, and market introduction of synthetic anti-infective treatments across Australia, the United States, and the United Kingdom. The company's...
How the Company Makes Money
null...

Recce Pharmaceuticals Ltd. Financial Statement Overview

Summary
Weak fundamentals driven by a 21.73% revenue decline, deeply negative profitability (net margin -285.37%, EBIT margin -271.76%), and a highly concerning balance sheet with negative equity (debt-to-equity -3.53). Cash flow shows some improvement (free cash flow growth 51.97%) but operating cash flow remains insufficient relative to losses.
Income Statement
25
Negative
Balance Sheet
30
Negative
Cash Flow
40
Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue562.52K7.51M5.03M4.37M3.08M1.64M
Gross Profit-1.56M-2.94M-2.19M4.15M2.90M1.34M
EBITDA-26.98M-20.33M-21.35M-16.99M-13.87M-14.77M
Net Income-30.25M-21.43M-17.66M-13.08M-10.99M-13.51M
Balance Sheet
Total Assets2.04M12.41M6.37M2.56M12.62M21.68M
Cash, Cash Equivalents and Short-Term Investments602.99K10.45M4.42M1.56M11.58M20.87M
Total Debt11.26M10.77M811.19K250.57K74.76K126.95K
Total Liabilities20.66M15.47M15.89M5.14M2.56M1.18M
Stockholders Equity-18.62M-3.05M-9.52M-2.59M10.06M20.50M
Cash Flow
Free Cash Flow-23.79M-20.47M-13.15M-12.73M-9.05M-7.93M
Operating Cash Flow-23.75M-20.44M-13.01M-12.69M-9.01M-7.86M
Investing Cash Flow115.85K-443.90K-141.90K-38.63K-40.34K-76.01K
Financing Cash Flow22.06M26.92M16.00M2.71M-240.50K26.12M

Recce Pharmaceuticals Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.41
Price Trends
50DMA
0.47
Negative
100DMA
0.48
Negative
200DMA
0.51
Negative
Market Momentum
MACD
-0.03
Positive
RSI
29.96
Positive
STOCH
45.71
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:RCE, the sentiment is Negative. The current price of 0.41 is below the 20-day moving average (MA) of 0.42, below the 50-day MA of 0.47, and below the 200-day MA of 0.51, indicating a bearish trend. The MACD of -0.03 indicates Positive momentum. The RSI at 29.96 is Positive, neither overbought nor oversold. The STOCH value of 45.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:RCE.

Recce Pharmaceuticals Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
53
Neutral
AU$59.28M58.7217.85%38.44%230.77%
52
Neutral
AU$13.88M-2.30-43.95%14.30%41.93%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
47
Neutral
AU$307.28M-94.16-15.96%364.97%74.50%
46
Neutral
AU$5.57M-6.67-119.12%-21.43%
45
Neutral
AU$68.36M-0.56-131.13%2086.71%-116.20%
41
Neutral
AU$116.79M-3.40279.21%-37.23%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:RCE
Recce Pharmaceuticals Ltd.
0.39
0.05
16.67%
AU:BIT
Biotron
AU:SPL
Starpharma Holdings Limited
0.76
0.66
678.35%
AU:IMC
Immuron Limited
0.04
-0.02
-32.81%
AU:BOT
Botanix Pharmaceuticals Limited
0.03
-0.12
-82.76%
AU:BIO
Biome Australia Ltd
0.25
-0.32
-56.17%

Recce Pharmaceuticals Ltd. Corporate Events

Recce Wins Key Vietnamese Patent for Novel Anti-Infectives
Jul 13, 2026
Recce Pharmaceuticals has secured a Vietnamese patent for its Family 4 anti-infectives, covering the preparation, use and multiple delivery methods of RECCE 327 and RECCE 529 in treating a wide range of bacterial and viral infections. The grant ex...
Recce Pharmaceuticals Opens $4m Share Purchase Plan to Fund Anti-Infective Pipeline
Jul 5, 2026
Recce Pharmaceuticals has opened its previously announced share purchase plan, offering eligible shareholders in Australia, New Zealand and certain accredited investors in the United States the opportunity to subscribe for new fully paid ordinary ...
Recce Pharmaceuticals Completes Share Placement and Issues Cleansing Notice
Jul 3, 2026
Recce Pharmaceuticals has completed the remaining tranche of a previously announced share placement, issuing 150,000 fully paid ordinary shares at $0.40 each to sophisticated investors. This final allotment closes the capital raising flagged to th...
Recce Pharmaceuticals Seeks Quotation for 150,000 New ASX Shares
Jul 3, 2026
Recce Pharmaceuticals Ltd has applied for quotation of 150,000 new ordinary fully paid shares on the Australian Securities Exchange, with an issue date of 3 July 2026. The additional securities, issued under a previously announced transaction, wil...
Recce Pharmaceuticals Seeks ASX Quotation for New Incentive Shares
Jul 1, 2026
Recce Pharmaceuticals has applied for quotation of 35,399 new ordinary fully paid shares on the ASX, to be issued on July 1, 2026. The securities have been issued under an employee incentive scheme, signalling ongoing use of equity-based compensat...
Recce Pharmaceuticals Seeks ASX Quotation for 250,000 New Shares
Jul 1, 2026
Recce Pharmaceuticals Ltd. has applied for quotation on the ASX of 250,000 ordinary fully paid shares under its ticker RCE. The new securities, issued on July 1, 2026, expand the company’s quoted share capital and may modestly enhance liquid...
Recce boosts cash reserves with tax refund and fresh capital for Phase 3 trials
Jul 1, 2026
Recce Pharmaceuticals has received an AUD 3.67 million income tax refund from the Australian Taxation Office, primarily linked to overseas RD expenditure and associated interest. This refund, combined with recent and anticipated non-dilutive fundi...
Recce Pharmaceuticals Plans New Share and Option Issue to Support Capital Needs
Jun 26, 2026
Recce Pharmaceuticals has lodged an Appendix 3B detailing a proposed issue of securities via a placement, including 250,000 new fully paid ordinary shares. The proposal also includes 125,000 free attaching options exercisable at $0.60 expiring on ...
Recce outlines terms of institutional share placement in June 2026 briefing
Jun 26, 2026
Recce Pharmaceuticals has prepared a June 2026 investor presentation in connection with an institutional placement of new fully paid ordinary shares. The document outlines that the offer is restricted to eligible investors, is not a prospectus, an...
Recce Pharmaceuticals Plans Dual Capital Raise via Placement and Share Purchase Plan
Jun 26, 2026
Recce Pharmaceuticals has outlined plans for a capital raise through both a placement and a securities purchase plan, targeting the issue of up to 10 million new ordinary shares under each structure. The offer includes free attaching options with ...
Recce boosts cash reserves with A$4m placement and new share plan
Jun 26, 2026
Recce Pharmaceuticals has secured A$4.0 million via an institutional placement at A$0.40 per share and is launching a share purchase plan to raise up to an additional A$4.0 million on the same terms. The raising was supported by new and existing i...
Recce Pharmaceuticals Halts Trading Ahead of Planned Equity Raise
Jun 24, 2026
Recce Pharmaceuticals has requested a trading halt on its securities on the ASX as it prepares an announcement regarding a proposed equity capital raising. The halt, effective immediately, will remain in place until either the capital-raising anno...
Recce Wins HREC Approval to Advance Key Phase 3 Diabetic Foot Infection Trial
Jun 22, 2026
Recce Pharmaceuticals has secured Human Research Ethics Committee approval to upgrade its Australian trial of RECCE 327 Topical Gel for diabetic foot infections from Phase II to a pivotal Phase 3 study. The protocol now allows inclusion of both mi...
Recce Clarifies Middle East Licensing Term Sheet and Highlights Partner Strength
May 27, 2026
Recce Pharmaceuticals has issued an addendum to its announcement of a non-binding 10-year exclusive licensing term sheet with a major publicly listed Middle Eastern pharmaceutical company. The addendum clarifies that Recce does not view revealing ...
Recce Strikes 10-Year MENA Licensing Deal for Diabetic Foot Infection Gel
May 27, 2026
Recce Pharmaceuticals has signed a non-binding term sheet with a major publicly listed Middle Eastern drugmaker for a 10-year exclusive licence to register, market and distribute its R327 Topical Gel for diabetic foot infections across Saudi Arabi...
Recce deepens U.S. Army ties and expands global patent reach in Q3 FY2026
Apr 30, 2026
Recce Pharmaceuticals reported its Q3 FY2026 highlights, positioning itself as a specialist in next-generation synthetic anti-infectives with expanding global intellectual property and clinical programs. The company secured a AUD 5.3 million RD ta...
Recce Clears Key Indonesian Inspection Milestone in Phase 3 Diabetic Foot Trial
Apr 21, 2026
Recce Pharmaceuticals has reported a positive outcome from a routine regulatory inspection by Indonesia’s National Agency of Drug and Food Control of one of its Phase 3 clinical trial sites for diabetic foot infections. The inspection found ...
Recce Pharmaceuticals Options Lapse Trims Potential Share Dilution
Apr 15, 2026
Recce Pharmaceuticals has notified the market of the cessation of 66,667 RCEAO options, which were due to expire on 7 November 2029 with an exercise price of $0.56. The options have lapsed because the conditional rights attached to them were not s...
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 04, 2026