RLF AgTech Ltd (RLF) AI Stock Analysis

• Market Cap: AU$27.17M
• Dividend Yield: N/A
• Average Volume (3M): 2.32M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.78
• Revenue Growth: 140.94%
• EPS Growth: 88.59%
• Country: AU
• Employees: N/A
• Sector: Basic Materials
• Sector Strength: 58
• Industry: Agricultural Inputs
• EPS (TTM): >-0.01
• Shares Outstanding: 468,426,270
• 10 Day Avg. Volume: 2,043,318
• 30 Day Avg. Volume: 2,315,152
• PEG Ratio: 0.09
• Price to Book (P/B): 2.26
• Price to Sales (P/S): 0.60
• P/FCF Ratio: 15.16
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 43 Neutral
• Price Target: AU$0.05 ▼(-30.00% Downside)
• Action: Reiterated Date: 01/30/26
• Date: Action: Reiterated 01/30/26

The score is weighed down primarily by weak financial quality—ongoing losses, margin pressure, and cash flow concerns—despite solid revenue growth and improved leverage. Technicals add further downside risk with the stock trading below key moving averages and negative momentum indicators. Valuation provides limited support due to negative earnings and no dividend yield data.

Positive Factors

Revenue Growth

18.8% revenue growth indicates strong product-market fit for RLF's crop nutrition portfolio. Durable topline expansion supports scaling distribution, funds incremental R&D and marketing, and creates a runway to improve unit economics if cost controls follow, bolstering medium-term resilience.

Improved Leverage

Significant improvement in debt-to-equity shows better leverage management and lower financial strain. Improved capital structure increases flexibility to fund working capital or inventory needs, reduces near-term refinancing risk, and supports investment in growth initiatives over the coming months.

Diversified Channels & Exports

A multi-channel model—direct, reseller/distributor, and export sales—reduces customer concentration and geographic risk. Channel partners can accelerate market coverage and recurring wholesale demand, supporting stable revenue streams and enabling scalable international expansion over a 2–6 month horizon.

Negative Factors

Profitability Weakness

Ongoing negative net profit and EBIT margins, alongside a falling gross margin, point to structural margin pressure. Persistent unprofitability limits the company’s ability to self-fund growth, constrains reinvestment capacity, and increases dependency on external capital to sustain operations.

Weak Cash Conversion

Declining free cash flow growth and poor operating cash flow conversion signal weak cash generation. This elevates liquidity risk, forces reliance on financing for working capital or capex, and reduces the company’s buffer to absorb industry cycles or invest in productivity improvements.

Negative Return on Equity

Negative ROE despite improved leverage indicates capital is not producing returns for shareholders. This reflects deeper profitability or allocation issues and suggests that, absent operational turnaround, investor value creation will remain constrained over the medium term.

RLF AgTech Ltd Business Overview & Revenue Model

Company Description

RLF AgTech Ltd, through its subsidiary, RLF Carbon, formulates and sells crop nutrition products in Australia. It offers seed primers, soil and fertigation, and liquid foliar products that helps farmers grow food with enhanced nutritional value while restoring soil quality. The company also develops Plant Proton Delivery Technology that enables farmers to grow higher yield and enhanced nutritious produce, as well as reduces atmospheric carbon. In addition, it explores for the commercialization of on-farm product technologies that enhances the ability to capture and store soil-based carbon. RLF AgTech Ltd was incorporated in 2017 and is based in Welshpool, Australia.

How the Company Makes Money

RLF generates revenue through the sale of its core products, which include specialty fertilizers, biostimulants, and crop protection solutions. The company's revenue model is primarily based on direct sales to agricultural producers and distributors, as well as partnerships with agricultural retailers and cooperatives. Key revenue streams include product sales, licensing of proprietary technology, and potential collaborative ventures with research institutions and agricultural organizations. Additionally, RLF may benefit from strategic partnerships that enhance distribution capabilities and market reach, contributing to its overall earnings.

RLF AgTech Ltd Financial Statement Overview

Summary

Strong revenue growth (18.8%) is a positive, but profitability remains weak with negative net profit and EBIT margins and a declining gross margin. Balance sheet leverage has improved, yet return on equity is still negative. Cash flow is a key concern due to declining free cash flow growth and weak conversion of income to operating cash.

Income Statement

RLF AgTech Ltd has shown a significant revenue growth of 18.8% in the latest year, indicating positive momentum. However, the company is struggling with profitability, as evidenced by negative net profit and EBIT margins. The gross profit margin has decreased compared to previous years, suggesting increased cost pressures.

Balance Sheet

The company's debt-to-equity ratio has improved significantly, indicating better leverage management. However, the return on equity remains negative, reflecting ongoing profitability challenges. The equity ratio is relatively stable, suggesting a balanced asset structure.

Cash Flow

RLF AgTech Ltd has seen a decline in free cash flow growth, raising concerns about cash generation. The operating cash flow to net income ratio is low, indicating potential issues in converting income into cash. However, the free cash flow to net income ratio suggests some ability to generate cash relative to net income.

Breakdown	TTM	Jun 2025	Jun 2024	Jun 2023	Jun 2022	Jun 2021
Income Statement
Total Revenue	24.18M	23.13M	9.75M	11.35M	10.66M	8.52M
Gross Profit	7.08M	8.40M	4.18M	2.98M	5.42M	4.09M
EBITDA	-4.79M	-3.83M	-7.45M	-3.06M	-2.46M	657.77K
Net Income	-6.31M	-1.85M	-8.02M	-3.50M	-3.00M	418.97K
Balance Sheet
Total Assets	26.55M	24.69M	22.70M	17.64M	18.40M	21.25M
Cash, Cash Equivalents and Short-Term Investments	8.35M	6.54M	4.53M	4.26M	8.00M	2.08M
Total Debt	5.27M	5.45M	6.15M	1.51M	833.00K	559.36K
Total Liabilities	20.04M	18.59M	19.17M	9.17M	6.14M	6.74M
Stockholders Equity	6.51M	6.10M	3.53M	8.47M	12.26M	14.52M
Cash Flow
Free Cash Flow	-2.85M	908.00K	-74.00K	-3.78M	-2.25M	-84.48K
Operating Cash Flow	-2.21M	1.24M	220.00K	-2.99M	-2.22M	-84.06K
Investing Cash Flow	-640.00K	-1.08M	-4.67M	-794.00K	-2.10M	144.31K
Financing Cash Flow	5.56M	1.92M	5.04M	-83.00K	10.13M	954.21K

RLF AgTech Ltd Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 0.07
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:RLF, the sentiment is Neutral. The current price of 0.07 is above the 20-day moving average (MA) of 0.06, above the 50-day MA of 0.06, and above the 200-day MA of 0.06, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 50.11 is Neutral, neither overbought nor oversold. The STOCH value of 77.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:RLF.

RLF AgTech Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	61 Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
KAL	46 Neutral	AU$19.60M	-6.33	-12.57%	―	―	88.21%
HFR	45 Neutral	AU$15.64M	-0.35	-50.26%	―	―	―
AEV	45 Neutral	AU$36.20M	-5.89	-32.52%	―	―	―
RLF	43 Neutral	AU$27.17M	-1.75	-41.21%	―	140.94%	88.59%
FGH	42 Neutral	AU$71.45M	―	-235.77%	―	―	―
TGH	42 Neutral	AU$14.52M	-1.63	-62.66%	―	-24.42%	-2.30%

RLF AgTech Ltd Corporate Events

RLF AgTech Reports 38% Yield Increase in Vietnam Durian Trials

RLF AgTech Ltd has announced the successful results of its second-year durian trial in Vietnam, demonstrating a 38% increase in yield with minimal cost increase, suggesting a potential 10x return on investment. These results bolster RLF’s confidence in expanding its presence in the region and highlight the effectiveness of its Durian Nutrition Program, which could significantly impact the company’s operations and industry positioning.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech Ltd Director Increases Shareholding

RLF AgTech Ltd announced a significant change in the shareholding of its director, Benedict Barlow, who acquired an additional 3,000,000 fully paid ordinary shares, bringing his total to 4,000,000 shares. This acquisition, approved by shareholders, was in recognition of additional services performed beyond ordinary duties, potentially indicating the company’s strategic focus on strengthening its leadership and aligning interests with its stakeholders.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech Issues Over 3 Million Shares to Strengthen Leadership

RLF AgTech Ltd announced the issuance of 3,324,675 fully paid ordinary shares, with 3,000,000 shares allocated to the Non-executive, independent Chair, Mr. Ben Barlow, following shareholder approval, and 324,675 shares issued to a corporate advisor as compensation for services. This move, executed under the company’s placement capacity, reflects RLF’s strategic financial maneuvers to strengthen its leadership and advisory framework, potentially impacting its market positioning and stakeholder relationships.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech Ltd Announces Quotation of 3 Million Securities on ASX

RLF AgTech Ltd announced the quotation of 3,000,000 ordinary fully paid securities on the Australian Securities Exchange (ASX), effective December 2, 2025. This move is part of previously announced transactions and is expected to enhance the company’s financial flexibility and market presence, potentially impacting its operational capabilities and stakeholder interests positively.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.07 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech Ltd Successfully Passes All AGM Resolutions

RLF AgTech Ltd announced the successful passage of all resolutions at its Annual General Meeting, including the adoption of the remuneration report and the re-election of director Shen ‘Mike’ Lu. The approval of various mandates and ratifications, such as the issue of placement shares and convertible notes, indicates strong shareholder support, positioning the company for future growth and stability.

RLF AgTech Ltd Reports Transformative Year with Significant Revenue Growth

RLF AgTech Ltd reported a transformative year in FY25, marked by significant restructuring and strategic refocusing that led to a 141% increase in revenue to $23.5 million. The company regained control of the Australian market, expanded its distribution network, and integrated LiquaForce to enhance production capacity. Internationally, RLF saw a rebound in China and growth in Southeast Asia, contributing to a diversified and resilient business model. The company’s commitment to innovation in sustainable agriculture was highlighted by successful trials demonstrating increased crop yields and reduced emissions. Looking forward, RLF aims to leverage its strengthened foundation to drive growth in FY26 through targeted marketing and expansion efforts.

RLF AgTech Ltd Reports 34% Revenue Growth in Australian Operations

RLF AgTech Ltd has reported a 34% increase in revenue from its Australian operations for the four months ending October 2025, compared to the same period in 2024. This growth is attributed to enhanced distributor and retailer engagement and increased pre-season sales through its newly established RLF Australia business unit. The company is poised to enter its first full national sales season with an expanded market presence. RLF’s products are designed to complement existing fertiliser programs, addressing the needs of farmers facing high input costs and seeking improved yield and soil health. Preliminary trial results show consistent yield gains, and the company anticipates these findings will support its upcoming sales and engagement strategies.