Energy One Limited

ASX:EOL

Energy One Limited

ASX:EOL
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$13.80 (+0.6%)
Last close price
#8
Rank
30
Held by
63
Followers
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Reports (8) My Report Forum Investors
Forum Topics EOL EOL HY FY25 Results

Pinned straw:
Strawman
Added 3 months ago

Seems like a decent result from Energy One.

Revenue up 14% to $28.8M with a return to profitability ($2.46M NPAT vs. a prior loss). Growth seems driven by recurring revenue and improving margins, which is always nice to see.

Also good to see them add 47 new customer installations, with some cross-sell success.

Their guidance suggests continued organic growth with a 15-20% ARR target and further margin expansion. The second half is expected to be stronger, but they didn’t provide specific forecasts.

The cash balance is $2.5m against $15.5m in debt, most of which matures in just over two years. They are operating cash flow positive (+$4.4M in H1), but after investment and debt repayments, there's not a huge amount of wriggle room.

Forward PE is ~46x, which is high, but if they can sustain double-digit revenue growth and margin expansion, that multiple should drop quickly. Doesn’t seem like the price is silly to me, assuming they continue to drive top line growth and margin expansion.
Solvetheriddle
Added 3 months ago

Ok Im a bit slack on this one, too many results, just got through the result, commentary and call. after the journey we have been on with this one, failed takeover, cyber attack, various one offs, management changes etc, the commentary in this result is by far the most bullish i have seen. Margin and revenue aspirational targets (as mentioned by SM above), huge TAM, EOL changing from product seller to a platform for clients, in "what is arguably the most exciting sector in the world today". if you were cynical you would think large M&A is coming. My holding in EOL has now moved from speculative size to investing size so I'm about to do much more modelling on it. will revert if anything interesting comes up. Obviously, Trump is a climate cynic so the US may be quiet over the medium term, but Europe is full steam ahead. Yeah, more work is required on this one to see how big EOL can get.

23
mikebrisy
Added 3 months ago

@Solvetheriddle looking forward to your research on this one. $EOL has been right near the top of my watch list for a while now, and I've clearly called it wrong to now have invested in the last 12 months. (That said, happy with the opportunities that have gone ahead of it!)

The latest result is strong across the board, and the market has recognised it. Tougher to decide when to get on from here.

Disc: Not held

22
BoredSaint
Added 3 months ago

Anyone catch what went on at the Investor Briefing today to make it zoom another 15%? Or just another case of people wanting to jump into an illiquid stock.

Disc: Held IRL and on Strawman.

15
Solvetheriddle
Added 3 months ago

@BoredSaint pls see above comment

10
thunderhead
Added 3 months ago

Agreed @Strawman. It is quite comfortably a Hold at these levels.

15
edgescape
Added 3 months ago

Finally getting some recognition today!

Hope the fundamentals continue to trend positive

20
thunderhead
Added a month ago

It has been a standout through the recent market chaos. Very impressive relative strength, especially for an illiquid small cap.

17