Added to YB: 2025-10-01
Pitch date: 2025-09-29
BEO.AX [bullish]
Beonic Limited
-43.48%
current return
Author Info
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Company Info
Beonic Limited, together with its subsidiaries, provides data analytics services in the Asia Pacific, the Americas, Europe, the Middle East, and Africa.
Market Cap
AUD 15.7M
Pitch Price
AUD 0.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-42.63
P/E
-4.40
EV/Sales
0.86
Sector
Software
Category
value
Beonic - $BEO.AX - SaaS turnaround with a high ARR share
BEO.AX: Cloud data/AI platform for airports/retail at ~1x ARR (17.1M AUD ARR vs 18.8M EV). New 10.6M AUD 3yr African airports contract, 25% cost reduction, Q4 cash positive targeting FY26 profitability. SaaS transition complete w/ 87% gross margins. CEO Tucker strong track record, largest holder Thorney increased position.
Read full article (6 min)