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RFG.AX ASX Food Processing

Retail Food Group Ltd

A$0,65
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About

Retail Food Group Ltd operates in the food processing industry, primarily generating revenue through the production and distribution of food products.

Business. Retail Food Group Ltd (RFG.AX) is an Australian food processing company operating within the Consumer Non-Cyclicals sector. The firm is primarily engaged in the production and sale of food products, generating revenue through its product-sale business model. Headquartered in Australia, the company is listed on the Australian Securities Exchange (ASX). Specific details regarding operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target2,30

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
2,30
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
not yet wired
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 RFG.
  • 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 RFG.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

    Retail Food Group Ltd (RFG.AX) is an Australian food processing company operating within the Consumer Non-Cyclicals sector. The firm is primarily engaged in the production and sale of food products, generating revenue through its product-sale business model. Headquartered in Australia, the company is listed on the Australian Securities Exchange (ASX). Specific details regarding operating segments and geographic revenue mix are not available.

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

    Retail Food Group Ltd has a basic capital structure with 63,209,405 shares outstanding, both basic and diluted, indicating no immediate dilution pressure from share issuance. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    Profitability and returns data are not available for Retail Food Group Ltd, as the valuation snapshot does not provide metrics such as ROIC or margins for comparison against industry_config preferred metrics or cohort medians.

    The company's segments and geographic exposure are not disclosed in the available data, making it difficult to assess revenue concentration or geographic diversification.

    Growth trajectory is not quantified in the available data, as the outlook section does not provide numeric deltas or revenue history for the current or next fiscal year.

    Risk factors include the inability to assess liquidity risk, which could impact the company's operational flexibility and financial stability. Dilution potential is currently low, as there is no evidence of dilutive events or adjustments in the valuation data.

    Recent events, such as filings or transcripts, are not disclosed in the available data, limiting insight into the company's recent strategic or operational developments.

    Key takeaways
    • Retail Food Group Ltd operates in the food processing industry with a basic capital structure.
    • Liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language.
    • Profitability and returns data are not available for comparison against industry benchmarks.
    • Growth trajectory and revenue history are not quantified in the available data.
    • Dilution potential is currently low, with no evidence of dilutive events or adjustments.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2025-08-20
    FY 2025 · Full-year highlights

    Revenue A$143.2M, +8,5% YoY; Operating income −322,6% YoY.

    RevenueA$143.2M+8,5 % YoY
    Operating income-A$19.5M−322,6 % YoY
    Net income-A$14.9M−357,7 % YoY
    Free cash flow-A$9.8M−208,0 % YoY
    EPS
    Operating cash flowA$18.4M+3,4 % YoY
    Financials
    Income statement
    RevenueA$143.2M
    Gross profitA$102.5M
    Operating income-A$19.5M
    Net income-A$14.9M
    Margins
    Gross margin71.6%
    Operating margin-13.6%
    Net margin-10.4%
    FCF margin-6.8%
    Balance sheet
    Total assetsA$360.6M
    Total liabilitiesA$165.6M
    Total equityA$195.0M
    Cash & equivalents
    Long-term debtA$125.9M
    Cash flow
    Operating cash flowA$18.4M
    CapEx-A$5.1M
    Free cash flow-A$9.8M
    SBC
    P&L flow · revenue → net income
    Revenue A$143.2MOperating costs A$162.7MNet income A$14.9M
    Highlights
    • Revenue A$143.2M, +8,5% YoY
    • Operating income −322,6% YoY
    • Net income −357,7% YoY
    • Free cash flow −208,0% YoY
    • Net margin -10.4%

    Valuation FY

    Market price
    A$0,65
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    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
    0,15
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-12 · 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 estimate0,15
    Revenueno estimateno estimate118,6M AUD
    Operating incomeno estimateno estimate24,7M 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 distribution2 analysts
    Strong buy0
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price targetA$2,30 · Median A$2,30
    Low A$2,00High A$2,60
    Operating income · consensus24,7M AUD
    EPS surprise
    +34,0 %
    reported vs consensus · beat
    Revenue surprise
    +20,7 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$2,00
    MeanA$2,30
    MedianA$2,30
    HighA$2,60
    SpotA$0,65
    +253.8 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    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
    Source documents
    • Retail Food Group Ltd Market data — financials · 2026-05-29
    • Retail Food Group Ltd Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    14.7Kshares short+1121.1% vs prior
    2.44days to cover
    27.7%short of daily vol
    14fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

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

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2025-08-20 03:51 UTCEARNINGSAnnual results — FY 2025 Revenue AUD 143.2M · Net AUD -14.9M
    2024-08-20 03:36 UTCEARNINGSAnnual results — FY 2024 Revenue AUD 132.0M · Net AUD 5.8M
    2023-08-23 04:02 UTCEARNINGSAnnual results — FY 2023 Revenue AUD 120.8M · Net AUD -8.9M
    2022-08-24 13:17 UTCEARNINGSAnnual results — FY 2022 Revenue AUD 111.8M · Net AUD 5.3M
    2021-08-25 11:45 UTCEARNINGSAnnual results — FY 2021 Revenue AUD 117.6M · Net AUD 1.5M
    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