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Rakon (RAK) investor relations material

Rakon AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 summary21 Aug, 2025

Opening remarks and agenda

  • The meeting was held as a hybrid event, with both in-person and online participation, and included instructions for Q&A and voting procedures.

  • Attendees were reminded about forward-looking statements and the meeting's recording for transcription.

  • Chair's address was delivered by Dr Mark Bregman, followed by the Chief Executive's review, shareholder questions, resolutions, and general business.

Board and executive committee updates

  • Significant board changes occurred, with three independent directors stepping down and new appointments made, including Peter Baines as an independent director.

  • Lorraine Witten agreed to remain on the board and chair the Audit and Risk Committee to maintain NZX compliance.

  • Several directors, including Mark Bregman, John Rabe, and Elizabeth Jacobs, withdrew from election, citing governance disputes.

  • Leadership and business structure were reorganised, aligning market-segment business units and matching critical roles to top talent.

Financial performance review

  • FY25 revenue was $104M, down 19% year-on-year, but the second half saw a 49% improvement over the first half.

  • Gross margin for FY25 was 43.1%, up 9% in the second half compared to the first, and has increased to 50%.

  • Underlying EBITDA for FY25 was $9.5M, near guidance mid-point, with normalized OpEx reduced by 10% and inventory down 16%, releasing $8.5M in cash.

  • Record Aerospace & Defence revenue with 15% YoY growth; telecommunications segment stabilised.

  • FY26 guidance is for underlying EBITDA of $15M–$24M, with revenue aspirations of $120M–$130M.

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Frequently asked questions

Rakon Limited is a technology company that designs and manufactures advanced frequency control and timing solutions. Its products include crystal oscillators, temperature-compensated crystal oscillators (TCXOs), oven-controlled crystal oscillators (OCXOs), and other frequency control devices. These components are critical for precision timing in various applications, including telecommunications infrastructure, global positioning systems (GPS), aerospace, and defense. The company is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.

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