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Graphene Manufacturing Group Ltd (TSE:GMG)
:GMG
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Graphene Manufacturing Group Ltd (GMG) AI Stock Analysis

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TSE:GMG

Graphene Manufacturing Group Ltd

(GMG)

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Neutral 51 (OpenAI - 5.2)
Rating:51Neutral
Price Target:
C$2.00
▼(-1.96% Downside)
Action:Reiterated
Date:05/31/26
The score is held down primarily by weak financial performance driven by heavy losses and persistent cash burn, despite meaningful revenue growth and low leverage. Technicals are moderately supportive with price above longer-term moving averages, while valuation remains constrained by the lack of profitability and no dividend yield.
Positive Factors
Revenue Growth
A multi-fold revenue increase into 2025/TTM demonstrates real commercialization traction rather than one-off receipts. A larger recurring revenue base improves the company's ability to absorb fixed costs and provides a foundation to scale margins and customer relationships over the next several quarters.
Negative Factors
Heavy Cash Burn
Sustained negative operating and free cash flow indicates the business is not yet self-financing and requires external capital to sustain operations and scale. This cash burn materially shortens runway, increases dependency on financing, and raises dilution or covenant risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
A multi-fold revenue increase into 2025/TTM demonstrates real commercialization traction rather than one-off receipts. A larger recurring revenue base improves the company's ability to absorb fixed costs and provides a foundation to scale margins and customer relationships over the next several quarters.
Read all positive factors

Graphene Manufacturing Group Ltd (GMG) vs. iShares MSCI Canada ETF (EWC)

Graphene Manufacturing Group Ltd Business Overview & Revenue Model

Company Description
Graphene Manufacturing Group Ltd, a clean-technology company, engages in the manufacture of graphene powder and energy saving and energy storage solutions enabled by graphene in Australia. The company offers graphene products, including Thermal-XR...
How the Company Makes Money
GMG makes money primarily by commercializing graphene and graphene-enhanced products and related services. Key revenue streams include: (1) Sales of graphene and/or graphene-enhanced products: GMG manufactures graphene and sells it directly and/or...

Graphene Manufacturing Group Ltd Financial Statement Overview

Summary
Strong revenue ramp into 2025/TTM suggests improving commercialization traction, but the overall profile is still dominated by very large operating and net losses and sustained negative operating/free cash flow, implying ongoing funding needs despite modest leverage.
Income Statement
24
Negative
Balance Sheet
56
Neutral
Cash Flow
22
Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Sep 2022Jun 2021
Income Statement
Total Revenue5.07M4.90M294.86K170.06K54.43K246.37K
Gross Profit2.75M4.72M-446.15K-280.90K-256.73K56.76K
EBITDA-8.47M-5.78M-5.30M-8.40M-11.38M-7.85M
Net Income-25.52M-8.57M-7.40M-9.32M-11.77M-8.11M
Balance Sheet
Total Assets22.51M17.22M15.24M15.96M16.68M4.94M
Cash, Cash Equivalents and Short-Term Investments14.46M7.71M3.98M4.65M12.26M3.36M
Total Debt508.94K773.99K1.35M1.31M1.03M0.00
Total Liabilities16.73M8.31M6.70M7.26M6.58M2.91M
Stockholders Equity5.78M8.91M8.54M8.69M10.10M2.03M
Cash Flow
Free Cash Flow-10.27M-4.59M-7.69M-13.99M-7.65M-3.63M
Operating Cash Flow-9.28M-3.83M-4.99M-10.55M-6.57M-3.35M
Investing Cash Flow-1.14M-886.53K-2.70M-3.44M-1.08M1.90M
Financing Cash Flow15.08M8.34M7.09M6.36M16.55M4.11M

Graphene Manufacturing Group Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2.04
Price Trends
50DMA
2.19
Positive
100DMA
2.33
Positive
200DMA
2.23
Positive
Market Momentum
MACD
0.10
Negative
RSI
65.62
Neutral
STOCH
88.29
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:GMG, the sentiment is Positive. The current price of 2.04 is below the 20-day moving average (MA) of 2.22, below the 50-day MA of 2.19, and below the 200-day MA of 2.23, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 65.62 is Neutral, neither overbought nor oversold. The STOCH value of 88.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:GMG.

Graphene Manufacturing Group Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
C$2.33B28.1229.60%32.53%93.32%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
C$1.38B6,528.440.21%1.30%23.69%
51
Neutral
C$314.25M-11.18-475.00%77.39%-226.10%
47
Neutral
C$99.42M-6.12-81.75%-42.93%
45
Neutral
C$14.03M-6.47-76.50%-42.97%-34.24%
44
Neutral
C$6.09M-6.09-24.00%-904.55%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:GMG
Graphene Manufacturing Group Ltd
2.38
1.60
205.13%
TSE:CNO
California Nanotechnologies
0.35
0.02
7.69%
TSE:NANO
Nano One Materials
0.86
0.00
0.00%
TSE:VNP
5N Plus
26.80
11.85
79.26%
TSE:NEO
Neo Performance Materials Inc
30.78
14.43
88.26%
TSE:SURE
SureNano Science Ltd
0.15
0.04
45.00%
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: May 31, 2026