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Pilot Energy Limited (AU:PGY)
ASX:PGY
Australian Market
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Pilot Energy Limited (PGY) AI Stock Analysis

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AU:PGY

Pilot Energy Limited

(Sydney:PGY)

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Underperform 40 (OpenAI - 5.2)
Rating:40Underperform
Price Target:
AU$0.05
▲(2.00% Upside)
Action:Downgraded
Date:08/04/26
The score is primarily constrained by weak financial performance (persistent losses, negative free cash flow, and a recent increase in leverage). Technicals also point to bearish momentum (very low RSI and negative MACD). Valuation does not offer support because the company is loss-making (negative P/E) and no dividend yield is available.
Positive Factors
CCS and clean energy strategy
Pilot's explicit focus on carbon management and CCS embeds the company in a multi-decade decarbonization trend. This diversification creates durable optionality beyond volatile upstream oil and gas cycles, positioning the firm to access new policy-driven investment and project funding sources over time.
Negative Factors
Persistent negative cash flow
Consistent negative operating and free cash flow means operations do not self-fund and the company relies on external financing. Over months this increases dilution risk, raises the cost of capital, and shortens runway unless financing or material operational improvements occur, constraining strategic options.
Read all positive and negative factors
Positive Factors
Negative Factors
CCS and clean energy strategy
Pilot's explicit focus on carbon management and CCS embeds the company in a multi-decade decarbonization trend. This diversification creates durable optionality beyond volatile upstream oil and gas cycles, positioning the firm to access new policy-driven investment and project funding sources over time.
Read all positive factors

Pilot Energy Limited (PGY) vs. iShares MSCI Australia ETF (EWA)

Pilot Energy Limited Business Overview & Revenue Model

Company Description
Pilot Energy Limited, an Australian enterprise, specializes in the procurement, exploration, and development of conventional oil and gas reserves. The company holds significant stakes in several key exploration permits: a 100% working interest in ...
How the Company Makes Money
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Pilot Energy Limited Financial Statement Overview

Summary
Financial performance is very weak: revenue is small/volatile and declined sharply (~40% YoY), profitability remains deeply negative (EBIT/EBITDA/net income), free cash flow is negative in every period with increasing burn, and leverage stepped up materially (debt to ~19.7M; debt-to-equity ~1.84x), reducing financial flexibility.
Income Statement
18
Very Negative
Balance Sheet
32
Negative
Cash Flow
16
Very Negative
BreakdownSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue458.57K434.04K394.30K350.15K251.49K
Gross Profit372.14K434.04K421.08K425.76K313.15K
EBITDA-5.13M-4.09M-4.25M-5.03M-3.17M
Net Income-7.15M-4.82M-4.19M-2.71M-3.83M
Balance Sheet
Total Assets38.13M23.52M15.99M12.26M11.99M
Cash, Cash Equivalents and Short-Term Investments1.31M3.80M1.66M2.02M5.46M
Total Debt19.73M5.87M3.05M250.91K34.08K
Total Liabilities27.40M8.46M3.95M1.81M920.27K
Stockholders Equity10.73M15.05M12.04M10.45M11.07M
Cash Flow
Free Cash Flow-5.86M-4.47M-5.04M-3.24M-4.11M
Operating Cash Flow-5.86M-3.90M-2.79M-2.63M-3.19M
Investing Cash Flow-13.12M-3.87M-4.79M-2.40M-973.96K
Financing Cash Flow16.52M9.92M7.22M1.59M9.61M

Pilot Energy Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
45
Neutral
AU$10.35M-1.42-27.80%33.67%
44
Neutral
AU$15.06M-12.50-1.81%12.50%
42
Neutral
AU$6.05M-1.83-5.53%-100.00%55.30%
40
Underperform
AU$6.75M-0.56-67.59%5.65%1.22%
40
Underperform
AU$17.84M-1.02-77.24%
37
Underperform
AU$7.61M-1.36-481.65%-18.92%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:PGY
Pilot Energy Limited
0.05
-0.04
-44.33%
AU:PV1
Provaris Energy Ltd
0.01
>-0.01
-44.44%
AU:BLU
Blue Energy Limited
AU:GAS
State Gas Ltd.
0.01
>-0.01
-38.89%
AU:TEE
Top End Energy Limited
0.04
>-0.01
-17.78%
AU:P1E
Pure Hydrogen Corporation Limited Registered Shs
0.04
-0.04
-49.41%

Pilot Energy Limited Corporate Events

Pilot Energy defers financial reporting as voluntary administration begins
Aug 4, 2026
Pilot Energy Limited, traded on the ASX under code PGY, is now subject to voluntary administration, with Cor Cordis appointed as administrators to manage the company and its subsidiaries. The advisory firm brings restructuring and insolvency exper...
ASX Suspends Pilot Energy Shares After Voluntary Administration
Jul 14, 2026
The Australian Securities Exchange has suspended Pilot Energy Limited’s PGY securities from quotation, citing concerns that the company’s financial condition no longer meets the adequacy requirements under Listing Rule 12.2. The move f...
Pilot Energy enters voluntary administration after funding efforts for carbon storage project fail
Jul 14, 2026
Pilot Energy Limited, together with its subsidiaries Royal Energy Pty Ltd and Pilot Energy (CH CCUS) Pty Ltd, has entered voluntary administration after failing to secure sufficient funding or a strategic partner to advance its Cliff Head Carbon S...
ASX Sets Compliance Deadlines for Long-Term Suspended Companies
Jul 10, 2026
The announcement lists multiple ASX-listed entities whose securities have been suspended for more than three months and sets compliance deadlines tied to overdue financial and activity reports. It outlines one-year and two-year cutoff dates by whi...
Pilot Energy Secures Short-Term Funding as It Pursues Strategic Deals for Cliff Head Carbon Storage Project
Jun 25, 2026
Pilot Energy Limited has reaffirmed its strategy to pivot from traditional oil and gas operations toward carbon storage and clean energy projects, centered on the proposed conversion of the Cliff Head Oil field into an offshore carbon storage hub....
Pilot Energy Updates Terms of Adviser Options Issued for Capital Raising
May 26, 2026
Pilot Energy Limited has updated the terms of 40 million unquoted adviser options previously issued to Bell Potter Securities as consideration for services provided in a January 2026 capital raising. The amendment changes the expiry date and exerc...
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 04, 2026