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AOF · NZX

AoFrio (AOF)

Industrials / Refrigeration technology•Covered: FY19 - FY22•6 published briefings

AoFrio is an NZX-listed industrials / refrigeration technology company with FY19 - FY22 of published result briefings.

Latest briefing

FY22 · Released 27 February 2023

EBITDA margin fell to 2.2% while working capital absorbed NZ$9.8m

Revenue grew 15.7% to a record NZ$74.3m, but a NZ$9.8m working-capital build—well above the historical average build of NZ$3.2m—turned operating cash

Market data

As at close
Close price
NZD 0.08
Market cap
$37.5m
Dividend yield
0%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

FY22, released 27 February 2023

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AOF latest metrics
MetricValueChange
Revenue$74.3m↑ +15.7%
EBITDA$1.6m↓ -38.6%
NPAT$3.3m↓ -38.9%
Operating cash flow-$4.4m↓ -210.6%
OCF / EBITDA %-270.6%↓ -420.9pp
Net debt$1.1m↑ +127.3%
Net debt / EBITDA0.67xOutside range highOutside range high net debt / ebitda. 0.7x; 3-period range -2.17x to -0.09x. Net debt / EBITDA: 0.70x, above normal range; 3-period mean -1.26x, range -2.17x--0.09x.↑ +144.4%
ROE %13.7%↓ -13.1pp
PBT-$1.2m↓ -100.0%
FCF pre-lease-$4.8m↓ -225.3%

Source: latest published briefing (FY22, released 27 February 2023). Change compares against the prior equivalent period: FY21, released 25 February 2022.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$37.5m

i

End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

11.35x

i

Recent market cap compared with trailing earnings.

EPS

0.01

i

Recent filing-derived earnings per share.

PEG

Not available

i

Not meaningful without positive comparable earnings growth.

EV/EBITDA

23.89x

i

Enterprise value compared with recent EBITDA.

P/FCF

Not available

i

Not meaningful when free cash flow is negative or unavailable.

P/B

1.57x

i

Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

0.0%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about AOF

Ask follow-up questions about AoFrio's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about AOF

Informational only. No buy, sell, hold, price-target, or personal financial advice.

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What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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AOF metric history
MetricFY2212 MONTHS27 February 2023FY2112 MONTHS25 February 2022HY216 MONTHS25 August 2021FY2012 MONTHS26 February 2021HY206 MONTHS27 August 2020FY1912 MONTHS28 February 2020Trend
Revenue$74.3m$64.2m$30.6m$36.9m$20.5m$61.7m
Chart
Revenue growth %15.7%74.1%Outside range highOutside range high revenue growth. 74.1%; 3-period range -40.2% to 15.7%. Revenue growth: 74.1%, above normal range; 3-period mean -6.5%, range -40.2%-15.7%.49.2%-40.2%Outside range lowOutside range low revenue growth. -40.2%; 3-period range 5% to 74.1%. Revenue growth: -40.2%, below normal range; 3-period mean 31.6%, range 5.0%-74.1%.-38.5%5.0%
Chart
  • FY20 Revenue growth %: Outside range low revenue growth. -40.2%; 3-period range 5% to 74.1%. Revenue growth: -40.2%, below normal range; 3-period mean 31.6%, range 5.0%-74.1%.
  • FY21 Revenue growth %: Outside range high revenue growth. 74.1%; 3-period range -40.2% to 15.7%. Revenue growth: 74.1%, above normal range; 3-period mean -6.5%, range -40.2%-15.7%.
EBITDA$1.6m$2.6m$1.8m$1.2m$1.1m$4.2m
Chart
EBITDA margin %2.2%Outside range lowOutside range low ebitda margin. 2.2%; 3-period range 3.2% to 6.8%. EBITDA margin: 2.2%, below normal range; 3-period mean 4.7%, range 3.2%-6.8%.4.1%6.0%3.2%5.5%6.8%Outside range highOutside range high ebitda margin. 6.8%; 3-period range 2.2% to 4.1%. EBITDA margin: 6.8%, above normal range; 3-period mean 3.2%, range 2.2%-4.1%.
Chart
  • FY22 EBITDA margin %: Outside range low ebitda margin. 2.2%; 3-period range 3.2% to 6.8%. EBITDA margin: 2.2%, below normal range; 3-period mean 4.7%, range 3.2%-6.8%.
PBT-$1.2m-$0.6m$0.6m-$2m-$0.8m$0.6m
Chart
NPAT$3.3m$5.4m$0.6m-$2.2m-$0.8m$0.4m
Chart
NPAT growth %-38.9%—————
—
Operating cash flow-$4.4m$3.9m$3.1m$0.34m$0.72m$3m
Chart
OCF / EBITDA %-270.6%150.3%Outside range highOutside range high ocf / ebitda cash conversion. 150.3%; 3-period range -270.7% to 70.8%. OCF / EBITDA cash conversion: 150.3%, above normal range; 3-period mean -57.1%, range -270.7%-70.8%.170.6%28.6%63.6%70.8%
Chart
  • FY21 OCF / EBITDA %: Outside range high ocf / ebitda cash conversion. 150.3%; 3-period range -270.7% to 70.8%. OCF / EBITDA cash conversion: 150.3%, above normal range; 3-period mean -57.1%, range -270.7%-70.8%.
FCF pre-lease-$4.8m$3.8m$3.1m$0.13m-$1m$2.6m
Chart
FCF post-lease——$3.1m———
—
ROE %13.7%26.8%Outside range highOutside range high roe. 26.8%; 3-period range -14.6% to 13.7%. ROE: 26.8%, above normal range; 3-period mean 0.8%, range -14.6%-13.7%.3.9%-14.6%Outside range lowOutside range low roe. -14.6%; 3-period range 3.4% to 26.8%. ROE: -14.6%, below normal range; 3-period mean 14.6%, range 3.4%-26.8%.-6.4%3.4%
Chart
  • FY20 ROE %: Outside range low roe. -14.6%; 3-period range 3.4% to 26.8%. ROE: -14.6%, below normal range; 3-period mean 14.6%, range 3.4%-26.8%.
  • FY21 ROE %: Outside range high roe. 26.8%; 3-period range -14.6% to 13.7%. ROE: 26.8%, above normal range; 3-period mean 0.8%, range -14.6%-13.7%.
Net debt$1.1m-$4m-$4m-$2.6m$0.5m-$0.4m
Chart
Net debt / EBITDA0.67xOutside range highOutside range high net debt / ebitda. 0.7x; 3-period range -2.17x to -0.09x. Net debt / EBITDA: 0.70x, above normal range; 3-period mean -1.26x, range -2.17x--0.09x.-1.51x-2.2x-2.17x0.44x-0.09x
Chart
  • FY20 Net debt / EBITDA: Outside range low net debt / ebitda. -2.17x; 3-period range -1.51x to 0.7x. Net debt / EBITDA: -2.17x, below normal range; 3-period mean -0.30x, range -1.51x-0.70x.
  • FY22 Net debt / EBITDA: Outside range high net debt / ebitda. 0.7x; 3-period range -2.17x to -0.09x. Net debt / EBITDA: 0.70x, above normal range; 3-period mean -1.26x, range -2.17x--0.09x.
Debtor days125Outside range highOutside range high debtor days. 125d; 3-period range 76d to 94d. Debtor days: 124.7 days, above normal range; 3-period mean 84.0 days, range 76.2 days-93.8 days.948376Outside range lowOutside range low debtor days. 76d; 3-period range 82d to 125d. Debtor days: 76.2 days, below normal range; 3-period mean 100.1 days, range 81.9 days-124.7 days.8482
Chart
  • FY20 Debtor days: Outside range low debtor days. 76d; 3-period range 82d to 125d. Debtor days: 76.2 days, below normal range; 3-period mean 100.1 days, range 81.9 days-124.7 days.
  • FY22 Debtor days: Outside range high debtor days. 125d; 3-period range 76d to 94d. Debtor days: 124.7 days, above normal range; 3-period mean 84.0 days, range 76.2 days-93.8 days.
Inventory days44Outside range highOutside range high inventory days. 44d; 3-period range 26d to 34d. Inventory days: 43.6 days, above normal range; 3-period mean 29.4 days, range 26.1 days-33.8 days.26Outside range lowOutside range low inventory days. 26d; 3-period range 28d to 44d. Inventory days: 26.1 days, below normal range; 3-period mean 35.3 days, range 28.4 days-43.6 days.28344328
Chart
  • FY21 Inventory days: Outside range low inventory days. 26d; 3-period range 28d to 44d. Inventory days: 26.1 days, below normal range; 3-period mean 35.3 days, range 28.4 days-43.6 days.
  • FY22 Inventory days: Outside range high inventory days. 44d; 3-period range 26d to 34d. Inventory days: 43.6 days, above normal range; 3-period mean 29.4 days, range 26.1 days-33.8 days.
Total assets$63.1m$48.8m$40.7m$31.1m$33.2m$37.9m
Chart

Reference: annolyse.ai/companies/aof

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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  • FY20 AOF FY: Outside range low revenue growth. -40.2%; 3-period range 5% to 74.1%. Revenue growth: -40.2%, below normal range; 3-period mean 31.6%, range 5.0%-74.1%.
  • FY21 AOF FY: Outside range high revenue growth. 74.1%; 3-period range -40.2% to 15.7%. Revenue growth: 74.1%, above normal range; 3-period mean -6.5%, range -40.2%-15.7%.

EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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  • FY19 AOF FY: Outside range high ebitda margin. 6.8%; 3-period range 2.2% to 4.1%. EBITDA margin: 6.8%, above normal range; 3-period mean 3.2%, range 2.2%-4.1%.
  • FY22 AOF FY: Outside range low ebitda margin. 2.2%; 3-period range 3.2% to 6.8%. EBITDA margin: 2.2%, below normal range; 3-period mean 4.7%, range 3.2%-6.8%.

NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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  • FY21 AOF FY: Outside range high ocf / ebitda cash conversion. 150.3%; 3-period range -270.7% to 70.8%. OCF / EBITDA cash conversion: 150.3%, above normal range; 3-period mean -57.1%, range -270.7%-70.8%.

FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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  • FY20 AOF FY: Outside range low roe. -14.6%; 3-period range 3.4% to 26.8%. ROE: -14.6%, below normal range; 3-period mean 14.6%, range 3.4%-26.8%.
  • FY21 AOF FY: Outside range high roe. 26.8%; 3-period range -14.6% to 13.7%. ROE: 26.8%, above normal range; 3-period mean 0.8%, range -14.6%-13.7%.

Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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  • FY22 AOF FY: Outside range high net debt / ebitda. 0.7x; 3-period range -2.17x to -0.09x. Net debt / EBITDA: 0.70x, above normal range; 3-period mean -1.26x, range -2.17x--0.09x.

Debtor days

Receivables days where the working-capital inputs are source-backed.

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  • FY20 AOF FY: Outside range low debtor days. 76d; 3-period range 82d to 125d. Debtor days: 76.2 days, below normal range; 3-period mean 100.1 days, range 81.9 days-124.7 days.
  • FY22 AOF FY: Outside range high debtor days. 125d; 3-period range 76d to 94d. Debtor days: 124.7 days, above normal range; 3-period mean 84.0 days, range 76.2 days-93.8 days.

Inventory days

Inventory days where the working-capital inputs are source-backed.

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  • FY21 AOF FY: Outside range low inventory days. 26d; 3-period range 28d to 44d. Inventory days: 26.1 days, below normal range; 3-period mean 35.3 days, range 28.4 days-43.6 days.
  • FY22 AOF FY: Outside range high inventory days. 44d; 3-period range 26d to 34d. Inventory days: 43.6 days, above normal range; 3-period mean 29.4 days, range 26.1 days-33.8 days.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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  • FY20 AOF: Outside range low operating working-capital movement. $-11.7m; 3-period range $-7.6m to $9.8m. Operating working-capital movement: NZ$-11.7m, below normal range; 2/3 prior periods had builds averaging NZ$6.5m, and 1 had releases averaging NZ$-7.6m.
  • FY22 AOF: Outside range high operating working-capital movement. $9.8m; 3-period range $-11.7m to $3.2m. Operating working-capital movement: NZ$9.8m, above normal range; 1/3 prior periods had builds averaging NZ$3.2m, and 2 had releases averaging NZ$-9.6m.

The setup & the reality

FY21 → FY22 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

FY22 · Released 27 February 2023

EBITDA margin fell to 2.2% while working capital absorbed NZ$9.8m

Revenue grew 15.7% to a record NZ$74.3m, but a NZ$9.8m working-capital build—well above the historical average build of NZ$3.2m—turned operating cash

Read latest briefing→

Historical setup

What FY21 said to watch

From NPAT swung to $5.4m on a tax credit; PBT still a $0.6m loss

No FY22 quantitative targets were supplied. The half-year shape provides the relevant tension: HY21 contributed 47.6% of full-year revenue but 69.7% of EBITDA, implying an H2 with $33.7m of revenue producing only $0.8m of EBITDA — a sharp second-half margin compression consistent with the management commentary on cost pass-through limits. The release explicitly says this pressure is expected to continue into FY22, which means the FY21 EBITDA trajectory exiting the year is materially weaker than the headline annual figure suggests.

Open questions

Open questions from FY21

  • What specifically drives the large tax credit, and is it a one-off deferred tax asset recognition or a recurring feature?
  • Why did debtor days extend 17.6 days despite the strong reported cash conversion, and how much of the $6.8m contract liability balance is genuinely durable funding versus timing?
  • How does management see FY22 gross margin trending given the explicit warning that freight and input costs will continue to pressure pass-through?
  • Will the IoT segment's 42.7% gross margin hold as it scales, or compress toward the Motors level?
  • What is the H2 EBITDA run-rate telling management about the exit trajectory, and does it imply FY22 EBITDA below the FY21 print?

This briefing cannot assess forward order book, customer concentration, or the specific tax accounting that produced the NPAT swing.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

FY22 · Released 27 February 2023

EBITDA margin fell to 2.2% while working capital absorbed NZ$9.8m

Revenue grew 15.7% to a record NZ$74.3m, but a NZ$9.8m working-capital build—well above the historical average build of NZ$3.2m—turned operating cash

Read briefing→

FY21 · Released 25 February 2022

NPAT swung to $5.4m on a tax credit; PBT still a $0.6m loss

A large tax benefit produced the headline turnaround on 74.1% revenue growth, but underlying operations remained loss-making at PBT level.

Read briefing→

HY21 · Released 25 August 2021

AoFrio swings to $0.6m profit on 49.2% revenue rebound as net cash builds

Operating cash flow tripled to $3.1m on a strong demand recovery, but the comparable was COVID-depressed and capex fell to near zero.

Read briefing→

FY20 · Released 26 February 2021

Revenue fell 40.2% on COVID, swinging PBT to a NZ$2.0m loss

Both Motors and IoT segments turned negative, though a working-capital release lifted cash to NZ$4.6m despite the earnings reversal.

Read briefing→

HY20 · Released 27 August 2020

Revenue fell 38.5% and NPAT swung to a $0.8m loss in H1 2020

A $4.8m equity uplift lifted total equity 64% but operating cash fell, the business swung from net cash to net debt, and both segments lost money.

Read briefing→

FY19 · Released 28 February 2020

Wellington's maiden NZ$0.4m profit on IoT mix and 71% EBITDA lift

EBITDA margin doubled to 6.8% as IoT revenue rose 31.6%, but a NZ$7.6m working-capital release flatters the cash result and merits a durability check.

Read briefing→

Related insights

Compare this company

The latest AOF metrics also appear in these cross-company views.

Insight

Earnings quality and statutory distortions

This result includes a statutory earnings-quality distortion flag.

Open insight→

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is 0.70x, +2.20x versus the prior comparable period.

Open insight→

Insight

Working-capital pressure

Inventory days were 44 days, +18 days versus the prior comparable period.

Open insight→

Insight

Revenue growth context

Revenue growth was 15.7% for this reporting period.

Open insight→

Get notified when AOF publishes

Get the next AoFrio result briefing and five-year history updates by email.