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Bailador Technology Investments Ltd (AU:BTI)
ASX:BTI
Australian Market
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Bailador Technology Investments Ltd (BTI) AI Stock Analysis

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AU:BTI

Bailador Technology Investments Ltd

(Sydney:BTI)

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Neutral 55 (OpenAI - Gpt-5.6Sol)
Rating:55Neutral
Price Target:
AU$1.00
▼(-18.03% Downside)
Action:Reiterated
Date:08/19/26
The score is held back primarily by weak cash-flow generation and highly volatile revenue despite positive reported earnings. A debt-free, equity-strong balance sheet provides meaningful support, while technicals are only mildly positive and somewhat overextended. The high dividend yield improves the valuation picture but does not fully offset cash-flow and revenue-quality concerns.
Positive Factors
Debt-free balance sheet
Zero leverage materially reduces solvency risk and interest obligations, giving BTI flexibility to support portfolio companies and withstand valuation volatility without relying on debt funding.
Negative Factors
Persistently weak cash generation
Repeatedly negative operating and free cash flow means reported earnings have not reliably converted into liquidity. Over time, this can constrain new investments, distributions and support for portfolio companies.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
Zero leverage materially reduces solvency risk and interest obligations, giving BTI flexibility to support portfolio companies and withstand valuation volatility without relying on debt funding.
Read all positive factors

Bailador Technology Investments Ltd (BTI) vs. iShares MSCI Australia ETF (EWA)

Bailador Technology Investments Ltd Business Overview & Revenue Model

Company Description
Bailador Technology Investments Limited is an Australian venture capital and growth equity firm that invests in expansion-stage technology companies in Australia and New Zealand. It targets businesses in software and SaaS, health technology, e-com...
How the Company Makes Money
BTI makes money primarily through investment returns generated from its portfolio of private technology-company investments. Its main economic driver is capital appreciation: as portfolio companies grow in revenue, profitability, and market valuat...

Bailador Technology Investments Ltd Financial Statement Overview

Summary
Financials are mixed: a strong, low-risk balance sheet (zero debt and sizable equity) supports stability, but earnings quality is weak due to highly volatile revenue (FY2026 revenue down ~81% YoY) and persistently negative operating/free cash flow in most years, indicating profits have not consistently converted to cash.
Income Statement
44
Neutral
Balance Sheet
78
Positive
Cash Flow
24
Negative
BreakdownJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue1.25M39.12M40.55M2.88M-5.58M
Gross Profit-6.16M39.12M40.06M-3.48M-20.83M
EBITDA9.71M27.07M27.98M8.28M48.61M
Net Income6.92M19.25M20.67M5.42M33.97M
Balance Sheet
Total Assets276.99M280.43M267.46M237.03M277.63M
Cash, Cash Equivalents and Short-Term Investments57.93M19.92M151.46M112.69M211.78M
Total Debt0.000.000.000.000.00
Total Liabilities34.16M36.23M34.34M17.02M52.95M
Stockholders Equity242.83M244.20M233.12M220.01M224.69M
Cash Flow
Free Cash Flow-13.61M-18.38M192.00K-43.92M-13.19M
Operating Cash Flow-13.61M-18.38M192.00K-43.92M-13.19M
Investing Cash Flow21.03M-20.49M11.58M-31.99M114.67M
Financing Cash Flow-8.29M-8.17M-7.57M-10.12M-1.24M

Bailador Technology Investments Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.22
Price Trends
50DMA
0.99
Negative
100DMA
0.95
Positive
200DMA
1.01
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
40.44
Neutral
STOCH
15.15
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BTI, the sentiment is Negative. The current price of 1.22 is above the 20-day moving average (MA) of 1.00, above the 50-day MA of 0.99, and above the 200-day MA of 1.01, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 40.44 is Neutral, neither overbought nor oversold. The STOCH value of 15.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:BTI.

Bailador Technology Investments Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
AU$140.26M115.501.05%6.71%-35.12%-90.81%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
63
Neutral
AU$707.55M15.486.01%5.79%24.55%-56.59%
55
Neutral
AU$145.15M19.502.73%7.75%-14.49%-63.50%
53
Neutral
AU$37.54M-2.40-18.75%
47
Neutral
AU$40.38M-12.13-4.28%34.72%
39
Underperform
AU$10.88M-3.5023.29%495.83%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:BTI
Bailador Technology Investments Ltd
0.96
-0.16
-14.13%
AU:FFG
Fatfish Group
0.01
0.00
0.00%
AU:TEK
Thorney Technologies Limited
0.11
-0.03
-22.22%
AU:HM1
Hearts and Minds Investments Ltd
3.09
-0.15
-4.75%
AU:TVL
Touch Ventures Ltd.
0.06
>-0.01
-8.06%
AU:SEC
Spheria Emerging Cos. Ltd.
2.34
-0.14
-5.65%

Bailador Technology Investments Ltd Corporate Events

Bailador Files Updated Corporate Governance Statement and Appendix 4G
Aug 13, 2026
Bailador Technology Investments Limited has lodged its updated corporate governance statement for the year ended 30 June 2026, confirming compliance with ASX Corporate Governance Council principles. The statement, current as of 13 August 2026 and ...
Bailador posts FY26 profit and lifts fully-franked dividend amid tech sector slump
Aug 13, 2026
Bailador reported a net profit after tax of $6.9 million for FY26, delivering a 2.8% portfolio return after fees and tax in a year when the ASX Information Technology 200 index fell 37%. The fund’s portfolio of high-growth technology compani...
Bailador Technology Investments Declares Interim Dividend for June Half-Year
Aug 13, 2026
Bailador Technology Investments Ltd has declared an interim dividend of AUD 0.035 per ordinary fully paid share for the six-month period ended 30 June 2026. The stock will trade ex-dividend on 18 August 2026, with a record date of 19 August and pa...
Bailador Technology Investments Posts Lower Profit but Maintains Dividend Payout
Aug 13, 2026
Bailador Technology Investments has reported a sharp contraction in performance for the year to 30 June 2026, with gains on financial assets falling 55% to $17.3 million and net profit attributable to members down 64% to $6.9 million. Net tangible...
Bailador Highlights Strong PropHero Growth Amid Solid Tech Fund Metrics
Aug 10, 2026
Bailador Technology Investments reported a post-tax net tangible asset value of $1.58 per share at 31 July 2026, with mixed longer-term performance but maintaining an attractive, fully franked dividend yield near 8–9 percent. The fund contin...
Bailador Marks Strong Portfolio Gains Despite Weak Shareholder Returns
Jul 8, 2026
Bailador reported net tangible assets of $1.76 per share pre-tax and $1.61 post-tax at 30 June 2026, with post-tax portfolio returns of 2.8% over one year but negative shareholder returns, highlighting a disconnect between portfolio performance an...
Bailador lifts PropHero and MOSH valuations, boosts NTA despite Nosto write-down
Jun 25, 2026
Bailador Technology Investments has updated the valuations of several portfolio companies following an independent year-end review, resulting in higher carrying values for PropHero and MOSH and a write-down of Nosto. The uplifted valuations, which...
Bailador Stresses Portfolio Resilience as Tech Valuations Slide
Jun 4, 2026
Bailador Technology Investments reported a post-tax net tangible asset value of $1.57 per share as of 31 May 2026, with net portfolio returns after fees and tax ranging from 6.3% to 7.5% per annum over three to five years and an annualised grossed...
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: Aug 19, 2026