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): 1.68
• 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: 44 Neutral
• Price Target: AU$0.06 ▼(-17.14% Downside)
• Action: Reiterated Date: 03/07/26
• Date: Action: Reiterated 03/07/26

The score is primarily weighed down by weak financial quality—ongoing losses, margin pressure, and concerns around cash flow generation—despite strong revenue growth. Technical signals are mixed-to-negative with price below key moving averages and a negative MACD. Valuation is also constrained by loss-making earnings (negative P/E) and no stated dividend support.

Positive Factors

Revenue Growth

Sustained ~18.8% revenue growth indicates durable demand for RLF's crop nutrition products and successful commercial traction. Over 2-6 months this supports scale effects, stronger distributor relationships and the potential to absorb fixed costs, helping move the business toward profitability if maintained.

Improved Leverage

A materially improved debt-to-equity position reduces financial risk and interest burden, giving management greater flexibility to invest in product development, inventory and distribution. This stronger balance-sheet footing supports durable operational resilience and funding optionality without immediate dilution.

International Distribution

Having export sales via distribution partners diversifies revenue by geography and crop cycles, lowering dependence on domestic markets. Partner-led international channels enable scalable market entry with limited capex, offering structural growth runway and revenue smoothing across seasons and regions.

Negative Factors

Profitability Pressure

Persistent negative net profit and EBIT margins show the company is not yet converting top-line growth into sustainable profits. Over months this limits retained earnings for reinvestment, increases reliance on external funding, and exposes the business to margin compression if input or distribution costs rise.

Weak Cash Generation

Declining free cash flow growth and poor cash conversion mean RLF struggles to turn accounting income into spendable cash. Structurally this constrains working capital for seasonally driven inventory, hampers investment in scale or R&D, and increases the probability of future equity or debt raises to fund operations.

Negative Return on Equity

A negative ROE signals the company's capital base is not generating positive investor returns. Over the medium term this reflects inefficiencies in asset use or margin generation, raising the risk of dilution, impaired investor confidence, and the need for operational improvements to justify continued capital allocation.

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, and cash generation is pressured by declining free cash flow growth and weak operating cash flow conversion.

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 54.55 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%
HFR	45 Neutral	AU$13.75M	-0.35	-48.68%	―	―	―
AEV	45 Neutral	AU$34.07M	-3.48	-9.90%	―	―	―
RLF	44 Neutral	AU$27.17M	-1.75	-102.56%	―	140.94%	88.59%
FGH	42 Neutral	AU$60.02M	-14.43	-456.53%	―	―	―
TGH	42 Neutral	AU$12.63M	-1.63	-56.43%	―	-24.42%	-2.30%
KAL	42 Neutral	AU$19.60M	-6.33	-11.86%	―	―	88.21%

RLF AgTech Ltd Corporate Events

RLF AgTech Wheat Trial Delivers Strong Profit Gains and Market Upside

RLF AgTech has reported strong results from its 2025 Oldbury wheat trial in Western Australia, where its Complete Crop Nutrition Program outperformed standard fertiliser practice across four soil types. The program delivered average yield gains of about 32%, improved grain quality, and an average net margin uplift of $212 per hectare, with returns on investment reaching up to 267%.

These outcomes validate the commercial viability of RLF’s economic solution for Australia’s 12–14 million hectares of wheat on constrained soils and are expected to support faster product adoption ahead of the 2026 winter cropping season. The company says the data is already underpinning commercial discussions with distributors and growers, strengthening its positioning as a key partner to Australian agriculture and bolstering its growth pipeline.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.05 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech to Outline Post-Restructuring Growth Strategy in Investor Webinar

RLF AgTech has moved from a restructuring phase into an execution and growth phase, prioritising operational discipline, commercial delivery and scalable revenue generation across its core markets. The company is strengthening internal systems, refining commercial processes and aligning its manufacturing and technical capabilities to support more predictable earnings and consistent performance for growers and shareholders.

The company will outline this next-stage growth strategy in an investor webinar on 12 March 2026, led by Chairman Ben Barlow and CEO Stuart Upton. The presentation will focus on five strategic pillars, including Australian market activation, precision agriculture and LiquaForce expansion, international growth and data-driven commercialisation, signalling a push to convert its proven technical platform into stronger financial and on-farm outcomes.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.05 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech Releases Half-Year Financial Report for December 2025

RLF AgTech Ltd has released its Appendix 4D and half-year financial report for the period ended 31 December 2025, covering the performance of the company and its controlled entities. The release includes the directors’ report, auditor’s review, financial statements, and related notes, providing stakeholders with an updated view of the group’s interim financial position and results.

These disclosures offer investors and other stakeholders structured insight into RLF AgTech’s operations and financial condition at the half-year mark. By publishing the interim report, the company supports transparency and ongoing market disclosure, which are important for assessing its progress and positioning within the agtech sector.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.05 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech names new CEO to drive growth after restructuring

RLF AgTech Ltd has appointed Chief Operating Officer Stuart Upton as Chief Executive Officer with immediate effect, tasking him with driving operational performance, revenue growth, and the commercial scaling of its proven crop nutrition and carbon products. Acting Managing Director Gavin Ball will return to his role as Executive Director, where he will support the new CEO and lead the company’s international expansion strategy, with the leadership reshuffle aimed at turning a recently restructured operational base into rapid, profitable growth.

The board highlighted Upton’s strong track record in leadership and commercial execution, underscoring a strategic pivot from restructuring to disciplined execution in sales and marketing across core markets. Upton’s remuneration is set at an annual base salary of $300,000 plus superannuation and eligibility for short- and long-term incentives under a program still being finalised, while Ball’s existing remuneration remains unchanged, signalling continuity alongside a sharpened growth mandate for stakeholders.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.05 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

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.