SkyFii Limited (BEO) AI Stock Analysis

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SkyFii Limited

(ASX:BEO)

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Rating:53Neutral

Price Target:AUD 0.08▲(1.33% Upside)

Action:reiterated

Date:10/14/26

The overall score of 53 reflects a high-risk, early-stage turnaround situation with significant potential upside. The most impactful factor is the positive forward guidance and operational improvements detailed in the earnings call, which signal a potential inflection point. However, this is heavily counterbalanced by extremely weak and volatile financial performance, particularly the recent gross margin collapse and persistent net losses, which create substantial uncertainty. Technicals are neutral, and the negative P/E ratio underscores the lack of current value.

Positive Factors

EBITDA and Cash-Flow TurnaroundThe shift to positive EBITDA and operating cash flow indicates meaningful operating improvement and better cash discipline. If sustained, it can support reinvestment, reduce dependence on external funding, and provide a stronger foundation for scaling the platform over the next several quarters.

Negative Factors

Elevated Leverage and Thin Equity CushionHigher leverage and limited equity reduce the company’s resilience if operating performance weakens. Although secured debt was retired, the balance-sheet cushion remains thin, which can constrain investment flexibility and make future execution more sensitive to cash-flow volatility.

SkyFii Limited (BEO) vs. iShares MSCI Australia ETF (EWA)

Market Cap: AUD 7.91M
Dividend Yield: ―
Average Volume (3M): 50.53K
Price to Earnings (P/E): -3.2
Beta (1Y): -0.26
Revenue Growth: 5.53%
EPS Growth: 54.83%
Country: Australia
Employees: 54
Sector: Technology
Sector Strength: 61
Industry: Software - Infrastructure

SkyFii Limited Business Overview & Revenue Model

Company Description

Beonic Limited operates as a software technology firm, offering data analytics solutions across a broad international scope, including the Asia Pacific, the Americas, Europe, the Middle East, and Africa. Central to its services is the AI Beonic Platf...

SkyFii Limited Earnings Call Summary

Earnings Call Date:Aug 28, 2026(Q4-2026)|% Change Since:0.00%|Next Earnings Date:Mar 04, 2027

Earnings Call SentimentPositive

The call emphasized a successful multi‑year transformation: materially better profitability (EBITDA swing, positive operating cash flow), substantially improved gross margins, a unified tech stack, rapid product innovation (Beonic Vision) with early traction, and a large installed base plus a sizable pipeline. The primary negatives were muted top‑line growth to date, dependency on upselling the existing base, and some near‑term execution/timing risks (sales ramp lag, leadership transition). Overall, the positive improvements in profitability, product capability, balance sheet repair and concrete FY‑27 guidance outweigh the remaining growth and execution risks.

Positive Updates

Significant EBITDA Improvement

EBITDA improved by $8.9 million to a $4.0 million EBITDA result in FY‑26, representing a FY‑26 EBITDA margin of 17.2% and a 53% swing in earnings growth versus the prior period.

Negative Updates

Revenue Stagnation Since FY‑23

Revenues have been relatively flat (and described as having 'if anything gone backwards slightly' since FY‑23), requiring reliance on margin upgrades and upsells to drive ARR and revenue growth.

Company Guidance

Management guided FY‑27 for clear top‑line growth and margin expansion: exit ARR of about $20.0M (≈15% year‑on‑year), revenue up ~9% to $25.3M, and an expected EBITDA margin of ~19%, with gross margin improving to just shy of 80% (building on FY‑26’s reported ~78.4% gross margin, $4.0M EBITDA and ~17.2% EBITDA margin). They reiterated the business is operating cash‑flow positive (a ~$1.4M turnaround vs FY‑25), has retired a secured AUD 4.3M facility (no secured debt), and targets continued operating cash breakeven or better. Portfolio and pipeline metrics backing the guidance include ~10,678 venues in 58 countries, a $37.1M qualified pipeline (>$6M in the new Vision product), and at least ~$0.4M of incremental ARR from the North Africa program in FY‑27, while management expects H1 to be softer than H2 as new sales hires ramp.

SkyFii Limited Financial Statement Overview

Summary

Financial performance is highly volatile and presents a high-risk turnaround profile. While FY2026 saw a return to positive operating cash flow and improved net margins, the latest TTM data shows a severe gross margin collapse to 14%, undermining confidence in sustainable profitability. The balance sheet is weak, with a severely eroded equity base and fluctuating, elevated leverage, despite recent debt retirement.

Income Statement

35Negative

Balance Sheet

40Negative

Cash Flow

45Neutral

Financial statement breakdown
Breakdown	TTM	Jun 2026	Jun 2025	Jun 2024	Jun 2023	Jun 2022
Income Statement
Total Revenue	23.23M	23.23M	22.01M	24.11M	23.52M	23.64M
Gross Profit	3.34M	3.34M	18.19M	17.72M	18.42M	18.28M
EBITDA	4.02M	3.92M	2.71M	-1.95M	-5.15M	-7.03M
Net Income	-1.57M	-1.57M	-3.17M	-7.42M	-10.54M	-11.09M
Balance Sheet
Total Assets	18.78M	18.78M	18.34M	20.57M	23.09M	26.75M
Cash, Cash Equivalents and Short-Term Investments	2.67M	2.67M	2.24M	2.73M	3.79M	5.12M
Total Debt	6.09M	6.09M	5.52M	5.97M	2.05M	884.35K
Total Liabilities	16.72M	16.72M	17.20M	19.87M	16.03M	11.96M
Stockholders Equity	2.06M	2.06M	1.14M	701.93K	7.06M	14.78M
Cash Flow
Free Cash Flow	558.76K	558.75K	-3.64M	-5.33M	-2.62M	-4.58M
Operating Cash Flow	558.75K	558.75K	-817.13K	-2.69M	947.62K	-1.84M
Investing Cash Flow	-2.98M	-2.98M	-3.19M	-2.68M	-3.54M	-3.07M
Financing Cash Flow	2.91M	2.91M	3.43M	4.31M	1.26M	1.43M

SkyFii Limited Technical Analysis

Technical Analysis SentimentNegative

Last Price0.07

Price Trends

50DMA0.10Negative

100DMA0.09Negative

200DMA0.10Negative

Market Momentum

MACD-0.01Positive

RSI20.05Positive

STOCH20.00Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BEO, the sentiment is Negative. The current price of 0.07 is below the 20-day moving average (MA) of 0.09, below the 50-day MA of 0.10, and below the 200-day MA of 0.10, indicating a bearish trend. The MACD of -0.01 indicates Positive momentum. The RSI at 20.05 is Positive, neither overbought nor oversold. The STOCH value of 20.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:BEO.

SkyFii Limited Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

AU:BEO against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
AU:BEO	53Neutral	AUD 7.94M	-3.23	-156.13%	―	5.53%	54.83%
AU:XPN	48Neutral	AUD 6.57M	26.00	-11.62%	―	37.65%	―
AU:KNO	46Neutral	AUD 4.32M	-1.75	-61.71%	―	-1.71%	-58.33%
AU:DAI	43Neutral	AUD 56.79M	-1.46	-27.96%	―	99.03%	-122.56%
AU:EXT	40Neutral	AUD 14.25M	-1.06	348.27%	―	74.49%	-5.00%
AU:AV1	38Underperform	AUD 46.63M	-8.45	-608.73%	―	31.48%	34.83%

* Technology Sector Average

Performance Comparison

AU:BEO and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
AU:BEO	SkyFii Limited	0.07	-0.07	-46.81%
AU:AV1	Adveritas Limited	0.05	-0.09	-63.70%
AU:EXT	Excite Technology Services Limited	0.01	0.00	0.00%
AU:DAI	Decidr AI Industries Ltd	0.17	-0.55	-75.86%
AU:XPN	XPON Technologies Group Ltd.	0.01	0.00	0.00%
AU:KNO	Knosys Ltd.	0.02	-0.01	-23.08%

SkyFii Limited Corporate Events

Beonic Calls 2026 AGM to Approve Governance and Equity Incentive Changes

Oct 19, 2026

Beonic Limited has convened its 2026 Annual General Meeting for 17 November in North Sydney, setting 15 November as the record date for shareholder voting eligibility. The board is urging investors to review the annual financial statements for the ye...

Beonic Relocates Registered Office to North Sydney

Oct 19, 2026

Beonic Limited has announced a change to its registered office and principal place of business, relocating its headquarters to Upper Ground Floor, 40 Mount Street in North Sydney, New South Wales. The move, effective immediately, leaves the company’s...

Beonic highlights leadership team and platform transformation

Aug 28, 2026

Beonic has outlined its leadership lineup and strategic direction in an investor presentation dated August 2026. Chair Michael McConnell, CEO Billy Tucker and Chief Product & Technology Officer Marc Thompson collectively bring decades of experience i...

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: Oct 14, 2026

SkyFii Limited AI Stock Analysis