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First Graphene Ltd (AU:FGR)
ASX:FGR
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First Graphene Ltd (FGR) AI Stock Analysis

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AU:FGR

First Graphene Ltd

(Sydney:FGR)

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Neutral 43 (OpenAI - Gpt-5.6Sol)
Rating:43Neutral
Price Target:
AU$0.06
▼(-8.33% Downside)
Action:Reiterated
Date:08/30/26
The score is primarily constrained by weak financial performance: persistent operating losses and ongoing negative operating/free cash flow outweigh the balance-sheet improvement from sharply reduced debt. Technical indicators also lean bearish (below key moving averages and negative MACD). Valuation is further clouded by a negative P/E, reflecting unprofitable operations.
Positive Factors
Lower Leverage
Debt reduction materially lowers solvency pressure and improves financial flexibility. With debt-to-equity near 0.05 versus about 0.68, the company has a stronger base to fund commercialization while limiting leverage-related risk.
Negative Factors
Persistent Cash Burn
Persistent negative operating and free cash flow means the business is not yet self-funding. Continued cash deficits can require external financing, constrain investment in commercialization and weaken resilience if adoption takes longer than expected.
Read all positive and negative factors
Positive Factors
Negative Factors
Lower Leverage
Debt reduction materially lowers solvency pressure and improves financial flexibility. With debt-to-equity near 0.05 versus about 0.68, the company has a stronger base to fund commercialization while limiting leverage-related risk.
Read all positive factors

First Graphene Ltd (FGR) vs. iShares MSCI Australia ETF (EWA)

First Graphene Ltd Business Overview & Revenue Model

Company Description
First Graphene Limited, an Australian enterprise, is actively engaged in the comprehensive lifecycle of graphene products, from initial research, development, and mining to their manufacture and global distribution. The company organizes its opera...
How the Company Makes Money
First Graphene makes money primarily by selling graphene materials and related product solutions to customers and partners for use in industrial formulations. Its main revenue stream is the sale of its graphene products (including PureGRAPH® graph...

First Graphene Ltd Financial Statement Overview

Summary
Overall fundamentals are weak. Income statement performance is poor with very small, recently declining revenue and deeply negative EBIT/net income despite improved gross margin in 2026. Cash flow remains a major risk with consistently negative operating cash flow and free cash flow, implying continued funding needs. The main offsetting positive is a materially stronger balance sheet in 2026 due to sharply reduced debt and low debt-to-equity.
Income Statement
18
Very Negative
Balance Sheet
46
Neutral
Cash Flow
22
Negative
BreakdownJun 2026Jun 2025Jun 2024Jun 2023Jun 2022
Income Statement
Total Revenue537.59K468.40K492.00K861.17K723.32K
Gross Profit220.56K17.86K100.74K-542.17K-103.61K
EBITDA-4.07M-3.72M-5.07M-5.01M-5.71M
Net Income-5.40M-5.48M-5.75M-5.42M-5.02M
Balance Sheet
Total Assets8.08M8.08M9.64M11.71M15.42M
Cash, Cash Equivalents and Short-Term Investments2.87M2.61M3.16M3.23M7.00M
Total Debt339.36K3.07M3.55M4.59M6.31M
Total Liabilities1.01M3.59M4.04M4.86M7.04M
Stockholders Equity7.07M4.49M5.50M6.66M8.19M
Cash Flow
Free Cash Flow-2.78M-2.78M-2.87M-3.54M-4.49M
Operating Cash Flow-2.39M-2.72M-2.82M-3.40M-4.40M
Investing Cash Flow-383.84K-163.47K-52.48K-139.80K-90.58K
Financing Cash Flow3.05M2.37M2.81M-236.67K4.42M

First Graphene Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.06
Price Trends
50DMA
0.06
Negative
100DMA
0.06
Negative
200DMA
0.07
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
44.53
Neutral
STOCH
66.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:FGR, the sentiment is Negative. The current price of 0.06 is above the 20-day moving average (MA) of 0.06, below the 50-day MA of 0.06, and below the 200-day MA of 0.07, indicating a bearish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 44.53 is Neutral, neither overbought nor oversold. The STOCH value of 66.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:FGR.

First Graphene Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
AU$1.80B19.3116.51%3.54%6.95%19.21%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
53
Neutral
AU$35.53M-7.52-75.44%-3.10%39.78%
47
Neutral
AU$5.34M-0.22-35.91%59.65%
46
Neutral
AU$88.39M-8.65-87.35%-96.81%-19.09%
43
Neutral
AU$49.55M-9.51-67.92%14.77%20.78%
42
Neutral
AU$25.72M-5.29-790.89%-84.62%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:FGR
First Graphene Ltd
0.05
<0.01
3.92%
AU:FGH
Leaf Resources Limited
0.01
>-0.01
-16.67%
AU:HZR
Hazer Group Ltd.
0.33
-0.01
-2.94%
AU:CG1
Carbonxt Group Ltd.
0.08
0.02
22.39%
AU:ATC
Altech Chemicals Limited
0.01
-0.03
-75.00%
AU:RDX
Redox Limited
3.36
1.04
44.95%

First Graphene Ltd Corporate Events

First Graphene Narrows Annual Loss as Revenue and Asset Backing Improve
Aug 28, 2026
First Graphene Limited reported a 14.8% increase in revenue from ordinary activities to $537,594 for the year ended 30 June 2026, while narrowing its loss after tax attributable to members to $5,396,082 from $5,483,025 a year earlier. Net tangible...
First Graphene Seeks ASX Quotation for Additional Ordinary Shares
Aug 24, 2026
First Graphene Limited has lodged an application with the Australian Securities Exchange for quotation of 855,843 new ordinary fully paid shares, issued following the exercise of options or conversion of other securities. The new FGR shares, dated...
First Graphene director equity adjusted as performance rights lapse
Aug 6, 2026
First Graphene Ltd has reported a change in the holdings of director Michael Quinert, following the lapse of certain performance rights after vesting conditions were tested as at 30 June 2026. The update, lodged with the ASX, details the cancellat...
First Graphene Issues New Performance Rights Under Employee Incentive Scheme
Aug 5, 2026
First Graphene Ltd has notified the market of the issuance of unquoted performance rights under its employee incentive scheme. The company has allocated 436,769 FGRAC performance rights, with an issue date of 30 June 2026, which are not intended t...
First Graphene Announces Lapse of Performance Rights
Aug 5, 2026
First Graphene Ltd is an ASX-listed advanced materials company focused on the development and commercialisation of graphene-based products. The company&#8217;s securities trade under the ticker FGR on the Australian Securities Exchange, reflecting...
First Graphene boosts global reach with new acquisitions and Chinese distribution deal
Jul 31, 2026
First Graphene reported unaudited quarterly income of about A$135,000, mainly from graphene sales in composites and development programs, alongside a 12% reduction in annual cash burn and an expected 13% rise in full-year revenue. These figures su...
First Graphene strikes China distribution deal for PureGRAPH cement additive
Jul 5, 2026
First Graphene Ltd, a listed Australian advanced materials producer with manufacturing in Western Australia and RD capabilities in the UK, is a leading supplier of high-purity graphene-based materials under its PureGRAPH brand. The company targets...
First Graphene plans investor webinar as U.S. expansion gathers pace
Jun 30, 2026
First Graphene Ltd, an ASX&#8209;listed advanced materials supplier, develops and manufactures graphitic materials and graphene&#8209;based product formulations for global industrial and technology markets. With production anchored in Western Aust...
First Graphene seals MITO acquisition to accelerate U.S. graphene growth
Jun 17, 2026
First Graphene has completed the acquisition of all assets, intellectual property, product lines and manufacturing equipment of U.S.-based MITO Material Solutions, adding four key graphene-enhanced product lines spanning thermosets, thermoplastics...
First Graphene Scales Up Commercial Graphene Production and Global Reach
Jun 4, 2026
First Graphene Ltd has established a commercial-scale graphene production facility with proprietary electrochemical exfoliation technology capable of producing up to 100 tonnes per annum. Its product suite spans graphene, graphene oxide and functi...
First Graphene Plans Placement of 5.7 Million New Shares on ASX
Jun 3, 2026
First Graphene Limited, an ASX-listed graphene materials company, has disclosed a proposed issue of 5,701,754 ordinary fully paid shares under a placement or similar capital-raising structure. The new securities, to be quoted under the FGR ticker,...
First Graphene outlines proposed share placement on ASX
Jun 3, 2026
First Graphene Limited has lodged details with the ASX for a proposed issue of up to 4,385,967 ordinary fully paid shares, to be conducted via a placement or similar mechanism. The company has indicated a proposed issue date of 11 June 2027, signa...
First Graphene buys U.S. graphene specialist MITO to fast‑track defence and aerospace push
Jun 3, 2026
First Graphene has agreed to acquire all assets, intellectual property, product lines and manufacturing equipment of U.S.&#8209;based MITO Material Solutions, giving the Australian group a direct operational and commercial foothold in the world&#8...
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 30, 2026