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Flexiroam Ltd (AU:FRX)
ASX:FRX
Australian Market
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Flexiroam Ltd (FRX) AI Stock Analysis

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AU:FRX

Flexiroam Ltd

(Sydney:FRX)

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Neutral 56 (OpenAI - Gpt-5.6Sol)
Rating:56Neutral
Price Target:
AU$0.02
▲(10.00% Upside)
Action:Reiterated
Date:08/29/26
The score is driven primarily by improving fundamentals—profitability returned in 2026, leverage appears manageable, and free cash flow turned positive—offset by material revenue decline, margin compression, and historically inconsistent cash generation. Technicals are mildly supportive with neutral-to-positive momentum, while valuation is moderate on P/E but lacks dividend support.
Positive Factors
Profitability Turnaround
The return to operating and net profitability improves internal funding capacity and demonstrates that the business model can generate earnings. Sustaining this improvement would strengthen resilience, although revenue and margin trends remain important tests.
Negative Factors
Revenue Contraction
A sharp top-line decline weakens operating scale and makes the profitability turnaround less durable. Continued contraction could limit investment in distribution, technology and network access, while increasing dependence on cost control to preserve earnings.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability Turnaround
The return to operating and net profitability improves internal funding capacity and demonstrates that the business model can generate earnings. Sustaining this improvement would strengthen resilience, although revenue and margin trends remain important tests.
Read all positive factors

Flexiroam Ltd (FRX) vs. iShares MSCI Australia ETF (EWA)

Flexiroam Ltd Business Overview & Revenue Model

Company Description
Flexiroam Limited operates globally, specializing in telecommunications and Internet of Things (IoT) connectivity solutions. The company offers cellular data plans and international coverage accessible via its proprietary Flexiroam app for mobile ...
How the Company Makes Money
Flexiroam makes money primarily by selling mobile connectivity (especially international data roaming) delivered via eSIM and related digital provisioning methods. Key revenue streams typically include: (1) Direct-to-consumer sales of travel data ...

Flexiroam Ltd Financial Statement Overview

Summary
Overall financials are improving but still uneven. The business returned to profitability in 2026 with positive operating and net profit (net margin ~6.5%) and equity has recovered to positive levels, supported by manageable leverage (debt-to-equity ~0.22) and solid ROE (~15.9%). However, durability is a key concern: revenue fell sharply in 2026 (~-31.9% YoY), gross margin compressed versus 2025, and cash flows have been historically volatile despite positive OCF/FCF in 2026.
Income Statement
56
Neutral
Balance Sheet
64
Positive
Cash Flow
45
Neutral
BreakdownJun 2026Jun 2025Jun 2024Mar 2023Mar 2022
Income Statement
Total Revenue10.17M13.58M15.27M2.76M3.67M
Gross Profit2.56M8.04M6.47M1.45M1.48M
EBITDA1.33M593.93K1.26M3.28M-4.00M
Net Income658.21K-2.00M-1.06M3.00M-4.19M
Balance Sheet
Total Assets9.24M7.94M7.11M7.09M4.71M
Cash, Cash Equivalents and Short-Term Investments3.58M1.64M492.84K1.30M4.21M
Total Debt898.93K808.93K400.00K0.000.00
Total Liabilities5.10M5.46M7.20M8.21M6.71M
Stockholders Equity4.14M2.49M-80.75K-1.12M-1.99M
Cash Flow
Free Cash Flow2.71M-3.09M-3.02M-1.91M-61.30K
Operating Cash Flow2.71M-3.08M-1.06M-1.62M16.96K
Investing Cash Flow-522.15K-637.03K-1.95M-291.90K-78.26K
Financing Cash Flow0.004.98M2.30M-69.004.25M

Flexiroam Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
AU$7.48B72.871.20%46.87%-4.55%
65
Neutral
AU$1.31B35.355.50%1.45%9.12%7.51%
64
Neutral
AU$1.48B82.114.27%0.21%21.56%1694.74%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
59
Neutral
AU$52.93B24.1317.30%4.37%-0.81%5.46%
58
Neutral
AU$1.40B44.755.72%3.36%5.50%-7.85%
56
Neutral
AU$31.85M15.3339.86%-25.07%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:FRX
Flexiroam Ltd
0.02
0.01
109.09%
AU:TPG
TPG Telecom Limited
3.84
0.49
14.80%
AU:TLS
Telstra Corporation Limited
4.80
0.15
3.31%
AU:SLC
Superloop Ltd.
2.80
-0.32
-10.26%
AU:MAQ
Macquarie Telecom Group Limited
55.49
-3.96
-6.66%
AU:ABB
Aussie Broadband Ltd.
4.15
-0.84
-16.85%

Flexiroam Ltd Corporate Events

FlexiRoam Files Updated ASX Corporate Governance Statement for FY 2026
Aug 28, 2026
FlexiRoam Limited has lodged its updated corporate governance statement and associated Appendix 4G with the ASX for the financial year ended 30 June 2026, confirming compliance with key ASX Corporate Governance Council principles. The company reit...
Flexiroam posts first full-year profit after strategic reset despite revenue fall
Aug 28, 2026
Flexiroam has delivered a marked financial turnaround for the year to 30 June 2026, despite a 25% drop in revenue to $10.2 million as it exited unprofitable consumer travel channels and faced weaker international travel demand linked to Middle Eas...
FlexiRoam seals two-year Etihad deal to power airline connectivity
Aug 3, 2026
FlexiRoam has signed a two-year agreement with Etihad Airways to provide managed connectivity services across the airline’s operations, including staff roaming data, aircraft operational data and pilot iPad connectivity in more than 125 coun...
FlexiRoam Posts First Full-Year Profit and Cash-Positive Year as Recurring Revenue and Enterprise Channels Grow
Jul 31, 2026
FlexiRoam reported its strongest financial year since listing, achieving its first full-year statutory net profit of approximately $0.4 million and record Underlying EBITDA of $2.2 million despite a 27% drop in revenue to $9.9 million. The busines...
FlexiRoam Expands Payment-Terminal Connectivity into Australian Market
Jul 23, 2026
FlexiRoam has signed a three-year connectivity agreement with a large Australian payments group to embed its SIM and eSIM services in payment terminals nationwide, extending its payment-terminal connectivity business into Australia. The deal, whic...
FlexiRoam Strikes Global Telecom MoU to Scale AI eSIM Platform
Jul 13, 2026
FlexiRoam has entered a non-binding memorandum of understanding with a leading global telecommunications company that serves a majority of Fortune 500 enterprises. The partnership will integrate FlexiRoam’s AI eSIM Platform with the partner&...
Flexiroam Options Lapse, Trimming Potential Future Dilution
Jul 3, 2026
Flexiroam has announced the cessation of several tranches of options on issue after the conditional rights attached to them lapsed, covering a total of 930,000 options with various exercise prices and expiry dates between 2028 and 2029. The lapse ...
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 29, 2026