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RLF AgTech Ltd (AU:RLF)
ASX:RLF
Australian Market
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RLF AgTech Ltd (RLF) AI Stock Analysis

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AU:RLF

RLF AgTech Ltd

(Sydney:RLF)

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Neutral 43 (OpenAI - Gpt-5.6Sol)
Rating:43Neutral
Price Target:
AU$0.03
â–¼(-3.33% Downside)
Action:Reiterated
Date:09/06/26
The score is held down primarily by weak financial performance (ongoing losses and materially negative 2026 operating cash flow/free cash flow). Technicals add pressure as the price is below key moving averages with a negative MACD. Valuation contributes only modestly because the negative P/E reflects losses and dividend yield data is unavailable.
Positive Factors
Revenue Growth
Consistent top-line growth of ~18.8% indicates durable demand for RLF's products and expanding market penetration. Over a 2-6 month horizon this supports scale benefits, better fixed-cost absorption and provides a foundation for future margin recovery if cost trends are managed.
Negative Factors
Negative Profitability
Sustained negative net profit and EBIT margins limit internal funding capacity and compress returns to shareholders. Over months this constrains reinvestment in sales, R&D and supply chain, increases reliance on external capital and raises execution risk during seasonal revenue swings.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Consistent top-line growth of ~18.8% indicates durable demand for RLF's products and expanding market penetration. Over a 2-6 month horizon this supports scale benefits, better fixed-cost absorption and provides a foundation for future margin recovery if cost trends are managed.
Read all positive factors

RLF AgTech Ltd (RLF) vs. iShares MSCI Australia ETF (EWA)

RLF AgTech Ltd Business Overview & Revenue Model

Company Description
Operating via its RLF Carbon subsidiary, RLF AgTech Ltd develops and markets agricultural nutrient solutions throughout Australia. Their product portfolio includes seed treatments, soil-enriching applications, and foliar liquid sprays, all designe...
How the Company Makes Money
RLF primarily makes money by manufacturing (or arranging manufacture of) and selling plant nutrition and fertiliser products under its own brands to agricultural customers and distributors. Revenue is generated from product sales volumes (domestic...

RLF AgTech Ltd Financial Statement Overview

Summary
Financial performance is weak: the company has recurring operating and net losses (with deterioration in 2026 vs 2025) and gross margin has trended down. Cash flow is a major drag, with operating cash flow turning materially negative in 2026 and free cash flow negative in most years. The balance sheet is a partial offset with moderate leverage (debt below equity) and improvement versus 2024–2025, but ongoing losses continue to pressure equity and returns.
Income Statement
28
Negative
Balance Sheet
52
Neutral
Cash Flow
24
Negative
BreakdownJun 2026Jun 2025Jun 2024Jun 2023Jun 2022
Income Statement
Total Revenue23.39M23.13M9.75M11.35M10.66M
Gross Profit6.89M8.40M4.18M2.98M5.42M
EBITDA-4.75M-3.83M-7.45M-3.06M-2.46M
Net Income-6.50M-1.85M-8.02M-3.50M-3.00M
Balance Sheet
Total Assets23.86M24.69M22.70M17.64M18.40M
Cash, Cash Equivalents and Short-Term Investments6.55M6.54M4.53M4.26M8.00M
Total Debt4.73M5.45M6.15M1.51M833.00K
Total Liabilities15.68M18.59M19.17M9.17M6.14M
Stockholders Equity8.18M6.10M3.53M8.47M12.26M
Cash Flow
Free Cash Flow-6.58M908.00K-74.00K-3.78M-2.25M
Operating Cash Flow-6.38M1.24M220.00K-2.99M-2.22M
Investing Cash Flow-179.00K-1.08M-4.67M-794.00K-2.10M
Financing Cash Flow6.54M1.92M5.04M-83.00K10.13M

RLF AgTech Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.03
Price Trends
50DMA
0.04
Negative
100DMA
0.04
Negative
200DMA
0.05
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
42.92
Neutral
STOCH
42.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:RLF, the sentiment is Negative. The current price of 0.03 is below the 20-day moving average (MA) of 0.03, below the 50-day MA of 0.04, and below the 200-day MA of 0.05, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 42.92 is Neutral, neither overbought nor oversold. The STOCH value of 42.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:RLF.

RLF AgTech 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
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
50
Neutral
AU$1.23B-8.37-6.30%2.02%-1.53%-281.84%
50
Neutral
AU$35.53M-7.52-75.44%20.00%-3.10%39.78%
49
Neutral
AU$18.93M-3.71-52.55%―-11.34%30.34%
44
Neutral
AU$19.89M-6.62-8.97%――94.80%
43
Neutral
AU$19.98M-2.16-88.51%―-0.48%-195.74%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:RLF
RLF AgTech Ltd
0.03
-0.02
-44.44%
AU:CP8
Canadian Phosphate
0.16
0.10
198.08%
AU:NUF
Nufarm Limited
3.20
0.87
37.34%
AU:AMN
Agrimin Limited
0.05
-0.04
-43.96%
AU:TGH
Terragen Holdings Ltd
0.02
<0.01
43.75%
AU:CG1
Carbonxt Group Ltd.
0.08
<0.01
9.33%

RLF AgTech Ltd Corporate Events

RLF AgTech Issues 10,000 Unquoted Unsecured Convertible Notes
Sep 3, 2026
RLF AgTech Ltd has notified the market of the issue of 10,000 unquoted unsecured convertible notes. The new securities, which are not intended to be quoted on the ASX, were issued on 3 September 2026 as part of previously announced transactions, s...
RLF AgTech Issues 300,000 Unquoted Convertible Notes
Sep 3, 2026
RLF AgTech Ltd has notified the market of the issue of 300,000 unquoted unsecured convertible notes, effective 3 September 2026. These securities form part of previously announced transactions and are not intended to be quoted on the ASX, signalli...
RLF AgTech Issues 128 Million New Shares, Confirms Compliance and Free Trading
Sep 2, 2026
RLF AgTech Ltd has issued 128,214,286 fully paid ordinary shares following shareholder approval at its recent general meeting, expanding its capital base without requiring a prospectus disclosure under the Corporations Act. The company states it i...
RLF AgTech Seeks ASX Quotation for 128 Million New Shares
Sep 2, 2026
RLF AgTech Ltd has applied to the ASX for quotation of 128,214,286 new ordinary fully paid shares, with an issue date of 3 September 2026. The securities form part of a transaction previously announced, indicating a significant capital issuance th...
RLF AgTech Files Corporate Governance Statement and Appendix 4G with ASX
Aug 30, 2026
RLF AgTech Ltd has lodged its corporate governance statement for the financial year ended 30 June 2026 on its website, complying with ASX Listing Rule 4.10.3. The statement, approved by the board, outlines the extent to which the company followed ...
RLF AgTech Swings to FY26 Loss Despite Stable Revenue
Aug 30, 2026
RLF AgTech Ltd has reported full-year FY26 revenue of $23.39 million, a slight decline of 0.48% from the prior year, highlighting relatively stable top-line performance in a challenging environment. Despite this, the company swung to a net loss at...
RLF AgTech Wins Strong Shareholder Backing for Capital Raising Measures
Aug 28, 2026
Shareholders of RLF AgTech Ltd overwhelmingly approved all six resolutions put to a general meeting on 28 August 2026, endorsing a suite of capital-raising measures including the ratification of prior share issues and the issuance of new shares an...
RLF AgTech Adds Capital-Raising Resolutions to General Meeting Agenda
Aug 13, 2026
RLF AgTech Ltd has issued an addendum to its notice of general meeting, advising shareholders that the agenda now includes four additional resolutions and that a replacement proxy form must be used if investors wish to change prior votes or partic...
RLF AgTech Secures $3.9m Capital Injection to Drive Australian Growth
Aug 11, 2026
RLF AgTech has secured binding commitments to raise $3.9 million through a share placement and unsecured convertible notes to institutional and sophisticated investors, at a modest discount to its recent trading levels. The capital injection, whic...
RLF AgTech Halts Trading Ahead of Proposed Equity Raising
Aug 9, 2026
RLF AgTech Ltd has requested a trading halt on its securities on the ASX from 10 August 2026 as it prepares a proposed equity raising, with the halt expected to last until 12 August 2026 or until an announcement is released. The move signals that ...
RLF AgTech bolsters board with top agribusiness leaders for next growth phase
Aug 6, 2026
RLF AgTech has appointed three prominent Australian agribusiness figures &#8212; former Nufarm CEO Greg Hunt, former Namoi Cotton Executive Chairman Tim Watson and AgWorld founder Christopher Ramsey &#8212; as non-executive directors, effective 1 ...
RLF AgTech narrows cash outflow as China drives June quarter and Australian turnaround builds
Jul 27, 2026
RLF AgTech reported its seasonally strongest June quarter with group customer cash receipts rising to $7.1 million, though below the prior year, and full-year receipts holding broadly steady at $25.4 million despite disruptions from the closure of...
RLF AgTech Drives Revenue Diversification With Biologicals Push and Sales Rebuild
Jul 21, 2026
RLF AgTech is advancing a commercial growth strategy designed to diversify revenue across products, geographies and growing seasons, reducing dependence on any single market cycle. By expanding its nutrition and biologicals portfolio and leveragin...
RLF AgTech Secures Major Commercial Win for Axioma Biologicals
Jul 14, 2026
RLF AgTech has completed a three-year commercial development program for its Axioma Biologicals range with a major Australian corporate grain grower, moving from initial field trials to large-scale adoption in cereal and canola production. The pro...
RLF AgTech Relocates Corporate Office as Crop Nutrition Business Expands
Jul 10, 2026
RLF AgTech Ltd, an Australian plant nutrition specialist, develops advanced liquid fertilisers and seed treatments aimed at boosting yields, crop quality, and soil health, supported by three decades of agronomic expertise. Its operations span a na...
RLF AgTech director Gavin Ball exits board but retains significant equity exposure
Jul 1, 2026
RLF AgTech Ltd has disclosed that director Gavin Ball ceased to be a director on 30 June 2026, triggering a final notice of his interests in the company&#8217;s securities. The filing details his direct holding of performance rights and indirect i...
RLF AgTech to Issue 12 Million Unquoted Performance Rights Under Incentive Plan
Jun 17, 2026
RLF AgTech Ltd has notified the market that it will issue 12,000,000 unquoted performance rights under its employee incentive scheme, effective 18 June 2026. The new securities, which will not be quoted on the ASX, underscore the company&#8217;s c...
RLF AgTech Links Executive Pay to Share Price, Growth and Cash Flow
Jun 17, 2026
RLF AgTech has overhauled its remuneration structure for FY27 and beyond to tie executive and employee rewards more tightly to shareholder returns, revenue growth and operating cash flow. The move is intended to reinforce sustainable performance a...
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: Sep 06, 2026