RLF AgTech Ltd (RLF) AI Stock Analysis

• Market Cap: AU$35.13M
• Dividend Yield: N/A
• Average Volume (3M): 2.32M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.44
• 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: 45 Neutral
• Price Target: AU$0.07 ▼(-2.86% Downside)
• Action: Reiterated Date: 03/19/26
• Date: Action: Reiterated 03/19/26

The score is driven primarily by weak financial fundamentals—ongoing losses, margin pressure, and cash flow concerns—despite solid revenue growth and improved leverage. Technical indicators are broadly neutral with slightly negative momentum, and valuation is constrained by a loss-making earnings profile and no dividend yield data.

Positive Factors

Robust revenue growth

Sustained high revenue growth indicates expanding product adoption and market penetration across RLF's channels. Over 2-6 months this supports scale economies, strengthens bargaining with distributors, and provides a firmer base to invest in product development and commercial expansion toward eventual profitability.

Improved leverage

Material improvement in debt-to-equity reduces financial risk and interest burden, giving management more flexibility to allocate cash to growth or working capital. Over the medium term this durability aids resilience through seasonal cycles and lessens refinancing pressure during slower revenue periods.

Diversified channels & product focus

A multi-channel revenue model (direct Australia sales, exports, distributor/partner routes) and a clear product niche in liquid fertilizer and soil health reduce concentration risk. Structurally this supports steadier demand, geographic upside, and the ability to scale distribution without relying on a single market.

Negative Factors

Sustained unprofitability

Persistent negative net profit and EBIT margins indicate the company cannot yet convert top-line growth into earnings. Over months this limits retained capital for reinvestment, may force equity dilution or higher leverage to fund operations, and raises execution risk on reaching sustainable profitability.

Declining gross margins

A falling gross margin points to rising input costs, pricing pressure, or adverse mix shifts. If structural, margin erosion undermines operating leverage from revenue growth, forcing either price increases that harm competitiveness or cost reductions that can restrict product support and R&D over the medium term.

Weak cash generation

Declining free cash flow growth and poor conversion of income into cash constrain the firm's ability to finance seasonal working capital, capex, or expansion without external funding. Over 2-6 months this increases reliance on financing and limits strategic flexibility to respond to market opportunities.

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 makes money primarily through the sale of its agricultural input products, with revenue generated when customers (including growers, resellers, and distributors) purchase RLF-branded crop nutrition and soil health solutions. Key revenue streams include: (1) Product sales in Australia: sales of liquid fertilizer and plant nutrition products into local farming markets, either directly to end users or via reseller/distributor channels; (2) Export/international sales: sales to overseas customers through distribution arrangements and international partners, where revenue is typically recognized on product shipments/sales into those channels; (3) Channel/partner-driven distribution: revenue supported by partnerships with distributors and resellers who market and supply RLF products into specific regions or crop sectors, with RLF earning revenue from the wholesale/transfer price of product supplied (the specific commercial terms vary by partner and are not provided here). If RLF earns any material revenue from services, licensing/royalties, subscription software, or equipment sales, that information is not available here and is therefore null.

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 ROE is still negative, and cash generation is a concern given 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: Positive
• Last Price: 0.07
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:RLF, the sentiment is Positive. 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 bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 83.04 is Negative, neither overbought nor oversold. The STOCH value of 76.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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$15.50M	-5.21	-11.86%	―	―	88.21%
RLF	45 Neutral	AU$35.13M	-1.75	-102.56%	―	140.94%	88.59%
HFR	45 Neutral	AU$12.33M	-0.35	-48.68%	―	―	―
AEV	45 Neutral	AU$34.07M	-3.48	-9.90%	―	―	―
FGH	42 Neutral	AU$57.16M	―	-456.53%	―	―	―
TGH	42 Neutral	AU$13.26M	-1.63	-56.43%	―	-24.42%	-2.30%

RLF AgTech Ltd Corporate Events

RLF AgTech to Outline Next-Phase Growth Strategy in Investor Webinar

RLF AgTech Ltd has scheduled an investor webinar for 12 March 2026 to update shareholders on its operations and outline its growth strategy for the next phase of development. The session will feature presentations from Non-Executive Chair Ben Barlow and newly appointed CEO Stuart Upton, signaling a pivot toward executing the company’s commercial strategy and providing investors with insight into its forward operational and strategic focus.

The company is using the webinar to reinforce its leadership transition and communicate how management intends to deliver on its commercial objectives in the competitive agtech market. This outreach is likely aimed at strengthening investor confidence and clarifying the roadmap for scaling its agtech offerings, positioning RLF AgTech for the execution-focused stage of its corporate development.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.06 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

RLF AgTech Builds $3m Australian Pipeline and Secures $7.2m in China Pre-Paid Orders

RLF AgTech has reported early momentum from its new Australian direct sales arm, building an indicative $3.0m sales pipeline from an Early Order Campaign that ran from mid-January to late February 2026. The pipeline is driven by growers progressing from small-scale trials to broader commercial uptake of RLF’s crop nutrition programs ahead of the main application season.

In its established Chinese market, the company has secured about $7.2m in contracted, pre-paid orders for the upcoming growing season, giving strong near-term revenue visibility. Management said the combination of a growing Australian pipeline and locked-in Chinese sales underpins the group’s financial base as it executes its growth strategy and deepens product adoption across key crop segments.

The most recent analyst rating on (AU:RLF) stock is a Hold with a A$0.06 price target. To see the full list of analyst forecasts on RLF AgTech Ltd stock, see the AU:RLF Stock Forecast page.

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.