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LRK.AX ASX Distillers & Wineries

Lrk.Ax

A$0,88
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Mcap
94,0M AUD
P/E
EV / Rev
Div yield
Op margin
-40,2 %
ROE
-9,7 %
Net margin
-65,9 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
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About

Liquorix Limited (LRK.AX) operates in the Distillers & Wineries industry, producing and distributing alcoholic beverages, primarily generating revenue through the sale of spirits and related products.

Business. Liquorix Limited (LRK.AX) operates in the Distillers & Wineries industry, producing and distributing alcoholic beverages, primarily generating revenue through the sale of spirits and related products.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryDistillers & Wineries
ActivityFood & Beverages
Generated · model-assisted
Sell-side consensus
BUY3 analysts
3 buy0 hold0 sell
Avg 12m price target1,73

Analyst recommendations

3 analysts · consensus Buy
Buy3
Hold0
Sell0
12-month price target
1,73
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
-9,7 %
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 LRK.
  • 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 LRK.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

    Liquorix Limited (LRK.AX) operates in the Distillers & Wineries industry, producing and distributing alcoholic beverages, primarily generating revenue through the sale of spirits and related products.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryDistillers & Wineries
    ActivityFood & Beverages
    AI synthesis
    GENERATED

    Liquorix's capital structure is characterized by a low debt-to-equity ratio of 0.02, indicating a conservative leverage profile. The company maintains a strong liquidity position, with a current ratio of 5.07 and cash and equivalents of AUD 11 million. However, the company reported negative operating and free cash flows of AUD -2.9 million and AUD -14.6 million, respectively, suggesting operational cash generation is under pressure.

    Profitability metrics are weak, with a return on equity (ROE) of -9.72% and a return on assets (ROA) of -8.98%, both significantly below the industry median for Distillers & Wineries. The company's gross profit margin stands at 58.5%, which is in line with the industry average, but its operating margin is negative at -40.2%, reflecting high operating costs or declining pricing power.

    Geographically, Liquorix's revenue is concentrated in its domestic market, with no disclosed international operations. The company's business is entirely within the Distillers & Wineries segment, with no material diversification across product lines or geographic regions. This concentration increases exposure to local economic and regulatory shifts.

    The company's growth trajectory is mixed. While revenue for the latest period was AUD 17.2 million, the outlook for the current fiscal year (FY) is uncertain, with no clear direction provided. The absence of a positive revenue growth rate and the presence of negative operating cash flow suggest the company is in a stabilization or contraction phase.

    Risk factors include the company's negative net income of AUD -11.3 million and the absence of positive operating cash flow. The risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. However, the company's negative free cash flow and operating cash flow raise concerns about its ability to fund operations and capital expenditures without external financing.

    Recent events include the publication of the latest financial results, which show a significant decline in profitability. No recent filings or transcripts have been disclosed that provide additional insight into strategic initiatives or operational changes. Analysts have issued a mean price target of AUD 1.73, with a median of AUD 1.29, indicating a wide range of expectations.

    Key takeaways
    • Liquorix has a strong liquidity position but is generating negative operating and free cash flows.
    • The company's profitability is weak, with negative ROE and ROA, and a negative operating margin.
    • Liquorix's business is concentrated in one segment and geographic region, increasing exposure to local market risks.
    • Analysts have issued a wide range of price targets, reflecting uncertainty about the company's future performance.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$0,88
    Market cap
    A$85.9M
    Enterprise value
    A$77.0M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    0.7x
    P / Tangible book
    0.7x
    Tangible book
    A$116.4M
    Net cash
    A$8.9M
    Current ratio
    5.1
    Debt / equity
    0.0
    ROA
    -9.0%
    ROE
    -9.7%
    Cash conversion
    26.0%
    CapEx / revenue
    -24.7%
    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
    -0,03
    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 estimate-0,03
    Revenueno estimateno estimate18,5M AUD
    Operating incomeno estimateno estimate-5,2M 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 buy1
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price targetA$1,73 · Median A$1,29
    Low A$1,00High A$2,90
    Operating income · consensus-5,2M AUD
    EPS surprise
    −211,5 %
    reported vs consensus · miss
    Revenue surprise
    −7,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$1,00
    MeanA$1,73
    MedianA$1,29
    HighA$2,90
    SpotA$0,88
    +97.7 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-40,2 %Bottom quartile
    Net Margin-65,9 %Bottom quartile
    ROE-9,7 %Bottom quartile
    Capex / Rev-24,7 %Bottom quartile
    D/E0,02Above median
    Cash Conv0,26Below 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
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    Source documents
    • LRK.AX Market data — financials · 2026-05-28
    • Lark Distilling Co Ltd Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

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

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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