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SkyFii Limited
(Sydney:BEO)
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Rating:53Neutral
Price Target:
AU$0.12
▲(52.50% 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
Operating leverage
FY26 EBITDA rose $8.9M to $4.0M and margin reached 17.2%, showing meaningful operating leverage. Guidance for roughly 19% FY27 EBITDA margin and near-80% gross margin suggests improvement can continue as the software platform scales.
Negative Factors
Unproven full profitability
Despite EBITDA improvement, net income remains negative across all periods and EBIT is still slightly below zero in FY26. The business has not yet demonstrated full earnings profitability after depreciation and other costs, leaving the turnaround dependent on further improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
Operating leverage
FY26 EBITDA rose $8.9M to $4.0M and margin reached 17.2%, showing meaningful operating leverage. Guidance for roughly 19% FY27 EBITDA margin and near-80% gross margin suggests improvement can continue as the software platform scales.
Read all positive factors
SkyFii Limited (BEO) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$12.70M
Dividend YieldN/A
Average Volume (3M)16.98K
Price to Earnings (P/E)―
Beta (1Y)0.12
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. Volume24,662
30 Day Avg. Volume16,979
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...
How the Company Makes Money
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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
Positive
0.08
Price Trends
0.09
Positive
0.08
Positive
0.10
Positive
Market Momentum
0.01
Negative
80.30
Negative
100.00
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BEO, the sentiment is Positive. The current price of 0.08 is below the 20-day moving average (MA) of 0.10, below the 50-day MA of 0.09, and below the 200-day MA of 0.10, indicating a bullish trend. The MACD of 0.01 indicates Negative momentum. The RSI at 80.30 is Negative, neither overbought nor oversold. The STOCH value of 100.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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$12.70M | -5.17 | -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$96.93M | -2.30 | -27.96% | ― | 99.03% | -122.94% | |
42 Neutral | AU$58.38M | -10.86 | -608.73% | ― | 31.48% | 34.83% | |
38 Underperform | AU$13.79M | -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 ...
Beonic Director Boosts Stake via Pro Rata Entitlement Offer
Jun 28, 2026
Beonic director Robert Ian Alexander has increased his holding in the company through participation in a 5-for-9 pro rata renounceable entitlement offer announced in late May 2026. The transaction saw him acquire 28,292 fully paid ordinary shares ...
Beonic director William Tucker boosts stake via entitlement offer
Jun 28, 2026
Beonic Ltd has reported a change in the holdings of director William Tucker, who has increased both his direct and indirect interests in the company through participation in a recent entitlement offer. The move reflects a higher personal stake in ...
Beonic Fully Subscribes Shortfall Placement to Bolster Capital Base
Jun 26, 2026
Beonic Ltd has successfully completed the shortfall placement related to its pro-rata renounceable entitlement offer of five new shares for every nine held, announced in late May 2026. The company confirmed that the entire shortfall of 17,945,952 ...
Beonic seeks ASX quotation for 28.5 million new ordinary shares
Jun 23, 2026
Beonic Ltd has applied for quotation on the ASX of 28,506,107 ordinary fully paid shares under ticker BEO, with an issue date of 24 June 2026. The securities form part of previously announced transactions, indicating the company is progressing pla...
Beonic Raises $2.28m in Strongly Supported Entitlement Offer
Jun 22, 2026
Beonic Ltd has completed its partially underwritten 5-for-9 pro rata renounceable entitlement offer, raising approximately $1.58 million before costs from existing shareholders through entitlement take-ups and shortfall applications. Strong partic...
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.