Australian Oilseeds Holdings Limited

What they do

The Company manufactures and sells chemical-free, non-GMO, sustainable edible oils and products derived from oilseeds. It presses strictly GMO-free conventional and organic oilseeds at its cold-pressing plant in Cootamundra, New South Wales, Australia. Products include retail and wholesale edible oils and high-protein meal.

Revenue drivers

• Retail oil — Revenue increased 69.4% to A$4.7 million in Q3 FY2025, driven by expanded distribution at several leading Australian retailers and new SKUs.
• Wholesale oil — Part of the broad-based growth in Q3 FY2025, with sales revenue up 49.8% overall, though wholesale specifics not broken out.
• High protein meal — Co-product from oilseed pressing; contributed to the overall revenue growth in Q3 FY2025.

Recent performance

In the third quarter of fiscal 2025 (ended March 31, 2025), sales revenue increased 49.8% to A$9.4 million compared to the prior-year period. Retail oil revenue grew 69.4% to A$4.7 million. The Company reported a net loss of A$0.6 million versus net income of A$41 thousand in the prior year, attributed to changes in sales mix, planned brand and marketing investments, and higher professional fees, insurance, and employee costs. The fiscal year ended June 30, 2025 is covered in the 20-F, but specific annual figures are not provided in the excerpts.

Strategy

The Company is committed to eliminating chemicals from the edible oil production and manufacturing systems, supplying non-GMO, organic and non-organic food-grade oils to customers globally. Management states its intention to expand distribution and product lineup, particularly in the retail category. It also aims to leverage its position as Australia's largest cold-pressing plant to drive long-term growth and improving returns.

Risks

• Going concern and capital needs — The 20-F includes forward-looking statements about the ability to continue as a going concern and to raise additional capital, indicating potential liquidity pressure.
• Nasdaq listing compliance — Multiple 8-K filings in 2025 (January, May, June) report delisting notices or listing-rule failures, risking potential delisting of COOT and COOTW.
• Cost inflation — Higher professional fees, insurance, and employee costs contributed to a net loss in Q3 FY2025, and such costs may continue to pressure profitability.
• Sales mix shifts — Changes in sales mix in Q3 FY2025 led to a net loss despite revenue growth, indicating margin variability across product categories.

Outlook

Management states it is well positioned for significant growth and improving returns over the long term, citing strong demand across customers and channels. The Company intends to continue expanding its retail distribution and product lineup. No specific forward-looking financial guidance is provided in the excerpts.