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BUB.AX ASX Food Processing

Bub.Ax

A$0,08
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Mcap
P/E
EV / Rev
Div yield
Op margin
4,4 %
ROE
13,1 %
Net margin
5,4 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

BUB.AX operates in the food processing industry, manufacturing and distributing food products to consumers and businesses.

Business. BUB.AX operates in the food processing industry, manufacturing and distributing food products to consumers and businesses.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
BUY3 analysts
3 buy0 hold0 sell
Avg 12m price target0,16

Analyst recommendations

3 analysts · consensus Buy
Buy3
Hold0
Sell0
12-month price target
0,16
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
3 analysts · indicative
Ownership
not yet wired
Profitability
13,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BUB.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BUB.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BUB.AX operates in the food processing industry, manufacturing and distributing food products to consumers and businesses.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFood Processing
    AI synthesis
    GENERATED

    BUB.AX maintains a strong liquidity position with a current ratio of 3.65, indicating the company can cover its short-term liabilities more than three times over. The company's debt-to-equity ratio is 0.02, reflecting a conservative capital structure with minimal long-term debt exposure. Free cash flow of 6.44 million AUD supports operational flexibility and potential reinvestment.

    Profitability metrics show a return on equity of 13.05% and a return on assets of 9.7%, both exceeding the typical thresholds for the food processing industry. Gross profit of 49.06 million AUD and operating income of 4.51 million AUD indicate healthy margins, though the net income of 5.54 million AUD suggests some pressure from operating expenses.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic shifts and supply chain disruptions. No material revenue is attributed to international markets, which limits growth potential in emerging economies.

    Outlook data is not available for BUB.AX, but historical revenue growth has been stable. Analysts have assigned a mean price target of 0.16 AUD, with a median of 0.16 AUD and a high of 0.18 AUD, suggesting limited upside potential. The mean recommendation of 2.00 (Buy) indicates a generally positive sentiment among analysts.

    Risk assessment highlights a medium liquidity risk due to negative net cash after subtracting total debt. While dilution risk is currently low, the company's capital structure could shift if new financing is required for expansion or debt servicing. No recent filings or transcripts have been disclosed that would indicate material changes in the company's operations or strategy.

    Recent analyst estimates and price targets suggest a cautious outlook, with no strong buy recommendations and a median price target that aligns with the current stock price. This suggests that while the company is not seen as a high-risk investment, it is also not expected to deliver significant returns in the near term.

    Key takeaways
    • BUB.AX has a strong liquidity position with a current ratio of 3.65 and a low debt-to-equity ratio of 0.02.
    • The company's profitability is robust, with a return on equity of 13.05% and a return on assets of 9.7%.
    • Revenue is concentrated in a single business segment, increasing exposure to regional economic shifts.
    • Analysts have assigned a mean price target of 0.16 AUD, with a median of 0.16 AUD and a high of 0.18 AUD.
    • The company faces medium liquidity risk due to negative net cash after subtracting total debt.
    • No recent filings or transcripts indicate material changes in the company's operations or strategy.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$0,08
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    A$42.5M
    Net cash
    -A$967.5k
    Current ratio
    3.6
    Debt / equity
    0.0
    ROA
    9.7%
    ROE
    13.1%
    Cash conversion
    111.0%
    CapEx / revenue
    -0.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,00
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,00
    Revenueno estimateno estimate117,8M AUD
    Operating incomeno estimateno estimate3,1M AUD
    Full-year consensus mean (period as reported by source) · consensus in AUD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy0
    Buy3
    Hold0
    Sell0
    Strong sell0
    12-month price targetA$0,16 · Median A$0,16
    Low A$0,15High A$0,18
    Operating income · consensus3,1M AUD
    EPS surprise
    +498,8 %
    reported vs consensus · beat
    Revenue surprise
    −12,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$0,15
    MeanA$0,16
    MedianA$0,16
    HighA$0,18
    SpotA$0,08
    +94.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,4 %Below median
    Net Margin5,4 %Above median
    ROE13,1 %Above P75
    Capex / Rev-0,1 %Above P75
    D/E0,02Above P75
    Cash Conv1,11Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • BUB.AX Market data — financials · 2026-05-27
    • Bubs Australia Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BUB.AXCanonical
    ASX · AUD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage