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SkyFii Limited
(Sydney:BEO)
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Rating:53Neutral
Price Target:
AU$0.10
▲(27.50% Upside)
Action:Reiterated
Date:09/12/26
Overall score reflects an improving operating and cash-flow trajectory but still-weak underlying financial quality due to ongoing net losses and elevated balance-sheet risk (high leverage/thin equity). Technicals are supportive with the stock above major moving averages, though momentum is extremely overbought. Valuation is constrained by negative earnings, while the earnings call was a net positive due to clear FY27 margin expansion guidance and cash-flow improvement, tempered by execution and growth-conversion risks.
Positive Factors
Improving profitability and cash generation
The shift to solid positive EBITDA and operating cash flow indicates meaningful operating improvement after prior losses and cash burn. Better conversion of revenue into cash can support product investment, reduce financing dependence, and strengthen the business over the next several quarters.
Negative Factors
Revenue growth has been historically muted
A prolonged period of flat revenue shows that improved margins have not yet been matched by durable top-line expansion. This raises the importance of successful upselling, Vision adoption, and new contracts, while limiting the scale benefits available if growth remains modest.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving profitability and cash generation
The shift to solid positive EBITDA and operating cash flow indicates meaningful operating improvement after prior losses and cash burn. Better conversion of revenue into cash can support product investment, reduce financing dependence, and strengthen the business over the next several quarters.
Read all positive factors
SkyFii Limited (BEO) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$11.12M
Dividend YieldN/A
Average Volume (3M)15.15K
Price to Earnings (P/E)―
Beta (1Y)0.04
Revenue Growth5.53%
EPS Growth54.83%
CountryAU
Employees54
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)-0.02
Shares Outstanding105,864,550
10 Day Avg. Volume1,066
30 Day Avg. Volume15,154
Financial Highlights & Ratios
PEG Ratio0.06
Price to Book (P/B)2.43
Price to Sales (P/S)0.22
P/FCF Ratio8.96
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 Pl...
SkyFii Limited Earnings Call Summary
Earnings Call Date:Aug 28, 2026
(Q4-2026)
| % Change Since: |
Next Earnings Date:Mar 04, 2027
Earnings Call Sentiment Positive
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.
Read all updates
Q4-2026 Updates
Positive
Negative
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.
Read all positive updates
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
Income Statement
42
Neutral
Balance Sheet
28
Negative
Cash Flow
45
Neutral
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 23.23M | 22.01M | 24.11M | 23.52M | 23.64M |
| Gross Profit | 3.34M | 18.19M | 17.72M | 18.42M | 18.28M |
| EBITDA | 3.92M | 2.71M | -1.95M | -5.15M | -7.03M |
| Net Income | -1.57M | -3.17M | -7.42M | -10.54M | -11.09M |
Balance Sheet | |||||
| Total Assets | 18.78M | 18.34M | 20.57M | 23.09M | 26.75M |
| Cash, Cash Equivalents and Short-Term Investments | 2.67M | 2.24M | 2.73M | 3.79M | 5.12M |
| Total Debt | 6.09M | 5.52M | 5.97M | 2.05M | 884.35K |
| Total Liabilities | 16.72M | 17.20M | 19.87M | 16.03M | 11.96M |
| Stockholders Equity | 2.06M | 1.14M | 701.93K | 7.06M | 14.78M |
Cash Flow | |||||
| Free Cash Flow | 558.75K | -3.64M | -5.33M | -2.62M | -4.58M |
| Operating Cash Flow | 558.75K | -817.13K | -2.69M | 947.62K | -1.84M |
| Investing Cash Flow | -2.98M | -3.19M | -2.68M | -3.54M | -3.07M |
| Financing Cash Flow | 2.91M | 3.43M | 4.31M | 1.26M | 1.43M |
SkyFii Limited Technical Analysis
Negative
0.08
Price Trends
0.09
Positive
0.09
Positive
0.10
Negative
Market Momentum
<0.01
Positive
45.00
Neutral
-11.11
Positive
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 0.08 is below the 20-day moving average (MA) of 0.11, below the 50-day MA of 0.09, and below the 200-day MA of 0.10, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 45.00 is Neutral, neither overbought nor oversold. The STOCH value of -11.11 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
53 Neutral | AU$11.12M | -4.31 | -156.13% | ― | 5.53% | 54.83% | |
47 Neutral | AU$6.07M | 24.00 | -11.62% | ― | 37.65% | ― | |
46 Neutral | AU$4.76M | -1.93 | -61.71% | ― | -1.71% | -58.33% | |
44 Neutral | AU$95.17M | -2.51 | -27.96% | ― | 99.03% | -122.56% | |
42 Neutral | AU$58.38M | -10.69 | -608.73% | ― | 31.48% | 34.83% | |
40 Neutral | AU$14.21M | -1.06 | 348.27% | ― | 74.49% | -5.00% |
* Technology Sector Average
AU:BEO
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SkyFii Limited Corporate Events
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...
Beonic Delivers Record EBITDA as Moroccan Airports Rollout Drives IoT Growth
Jul 31, 2026
Beonic reported record unaudited EBITDA of $3.9 million for FY26, a 50% year-on-year increase, on expanded gross margins of 78.4% and total revenue of $23.2 million, reflecting improved operating leverage and cost discipline. Annual recurring reve...
Beonic Seeks ASX Quotation for 9.16 Million New Shares
Jul 5, 2026
Beonic Ltd has applied to the Australian Securities Exchange for quotation of 9,163,368 new ordinary fully paid shares under its ticker BEO. The securities, issued on June 24, 2026 and linked to a previously announced transaction, will expand the ...
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.