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Companies Healthcare LDX.AX
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LDX.AX ASX Medical Equipment, Supplies & Distribution

Ldx.Ax

A$0,10
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Mcap
P/E
EV / Rev
Div yield
Op margin
-52,8 %
ROE
-116,7 %
Net margin
-57,9 %
Debt / equity
1,13
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

LDX.AX operates in the healthcare services and equipment sector, providing medical equipment, supplies, and distribution services.

Business. LDX.AX operates in the healthcare services and equipment sector, providing medical equipment, supplies, and distribution services.

Classification92 %
SectorHealthcare
Business sectorHealthcare Services & Equipment
IndustryMedical Equipment, Supplies & Distribution
ActivityHealthcare Services & Equipment
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-116,7 %
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 LDX.
  • 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 · THIS SECTOR+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−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 LDX.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

    LDX.AX operates in the healthcare services and equipment sector, providing medical equipment, supplies, and distribution services.

    Classification92 %
    SectorHealthcare
    Business sectorHealthcare Services & Equipment
    IndustryMedical Equipment, Supplies & Distribution
    ActivityHealthcare Services & Equipment
    AI synthesis
    GENERATED

    The company's capital structure is marked by a debt-to-equity ratio of 1.13, indicating a moderate reliance on debt financing. Liquidity is constrained, with a current ratio of 0.74, suggesting the company may struggle to meet short-term obligations without external financing. The company holds $1.96 million in cash and equivalents, but this is insufficient to cover its $6.99 million in long-term debt, resulting in a negative net cash position.

    Profitability is a significant concern, with a return on equity of -1.1666 and a return on assets of -0.3451, both well below industry norms. The company reported a net loss of $7.18 million and an operating loss of $6.55 million, indicating operational inefficiencies and cost overruns. Gross profit of $7.81 million is insufficient to cover operating expenses, highlighting the need for cost restructuring or revenue diversification.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to sector-specific risks and limits growth opportunities. The absence of segment or geographic breakdowns in the financial data suggests a lack of transparency in operational performance.

    Growth trajectory is negative, with a reported revenue of $12.4 million, below the analyst estimate of $16.04 million. The company's operating cash flow of -$9.33 million and free cash flow of -$4.71 million indicate a cash burn rate that could limit reinvestment and expansion. Capital expenditures of -$53,000 suggest minimal investment in long-term growth.

    Risk factors include liquidity constraints and a negative net cash position, which could necessitate additional financing or asset sales. Dilution risk is currently low, but the company's negative equity and high debt levels could increase pressure for equity issuance in the future. The risk assessment highlights the need for improved cash flow management and debt restructuring.

    Recent events include a reported net loss and operating loss, with no disclosed material filings or transcripts indicating strategic changes or operational improvements. The absence of recent positive developments suggests ongoing challenges in the company's core operations.

    Key takeaways
    • The company is operating at a loss with negative returns on equity and assets.
    • Liquidity is constrained, with a current ratio below 1 and insufficient cash to cover long-term debt.
    • Revenue is concentrated in a single segment, increasing exposure to sector-specific risks.
    • Growth is negative, with cash flow and capital expenditure figures indicating limited reinvestment.
    • Risk factors include liquidity constraints and potential future dilution.
    • Recent financial performance shows no signs of operational improvement.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$0,10
    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$6.2M
    Net cash
    -A$5.0M
    Current ratio
    0.7
    Debt / equity
    1.1
    ROA
    -34.5%
    ROE
    -1.2%
    Cash conversion
    130.0%
    CapEx / revenue
    -0.4%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin-52,8 %Bottom quartile
    Net Margin-57,9 %Bottom quartile
    ROE-116,7 %Bottom quartile
    Capex / Rev-0,4 %Above P75
    D/E1,13Bottom quartile
    Cash Conv1,30Above 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
    • LDX.AX Market data — financials · 2026-05-28
    • Lumos Diagnostics Holdings Ltd Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Leadership

    • Samuel LanyonExecutive Chairman of the Board

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

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

    Intel & risk

    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
    — missing data
    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