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AoFrio Limited (AOF) investor relations material

AoFrio Limited H1 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H1 2025 earnings summary7 Aug, 2025

Executive summary

  • Revenue grew 12.2% year-over-year to $43.0m for H1-25, driven by strong Q1 but offset by Q2 softness due to US tariff uncertainty and macroeconomic headwinds.

  • Motor and fan segment revenue surged 28.4% year-over-year, while IoT revenue was flat; Americas led growth, especially North America (+23%).

  • SaaS platform modernization and new product launches (AoFrio iQ, SCS800 controller) advanced strategic goals in connectivity and recurring revenue.

  • First significant food retail SaaS contract secured, validating diversification strategy and recurring revenue model.

Financial highlights

  • H1-25 revenue: $43.0m (+12.2% year-over-year); gross profit: $12.7m (+10.5% year-over-year); gross margin: 29.6% (-0.4pp year-over-year).

  • EBITDA: $0.7m (down from $1.1m in H1-24) due to one-off and expansion costs; EBIT: -$1.0m; net loss: -$1.8m (vs. -$1.0m in H1-24).

  • Operating expenses rose to $11.9m (+$1.4m year-over-year), mainly from staff and development investments.

  • Cash at 30 June 2025: $2.0m; net operating cash outflow: -$0.9m.

  • Deferred revenue at period end: $16.8m (up from $14.1m year-over-year).

Outlook and guidance

  • FY25 revenue now expected at lower end of $85m–$95m range; EBITDA at lower end of $3.5m–$4.0m guidance due to US tariff impacts.

  • Full-year revenue and EBITDA still forecast above FY24, but growth funding remains a challenge.

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Frequently asked questions

AoFrio Limited is a New Zealand-based company specializing in IoT (Internet of Things) technology solutions and energy-efficient refrigeration systems. The company provides advanced refrigeration controllers, IoT-enabled monitoring devices, and cloud-based data analytics, primarily for commercial refrigeration applications. AoFrio’s technology helps businesses in sectors such as retail, food and beverage, and pharmaceuticals optimize energy consumption, monitor equipment remotely, and reduce operational costs. AoFrio Limited is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.

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