Added to YB: 2026-02-18
Pitch date: 2026-02-14
AER.AX [bullish]
Aeeris Limited
Author Info
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Company Info
Aeeris Limited, a geospatial data aggregator company, provides geospatial, weather, and hazard intelligence solutions in Australia.
Market Cap
AUD 7.5M
Pitch Price
AUD 0.10
Price Target
0.20 (+100%)
Dividend
N/A
EV/EBITDA
-9.32
P/E
-11.12
EV/Sales
1.62
Sector
Interactive Media and Services
Category
growth
Selling Certainty When the Weather Turns: Aeeris (ASX:AER)
AER.AX (new position, 3% weighting): Weather intelligence SaaS selling real-time alerts, hail tracking, insurance embargoes & climate risk analytics. $4m ARR (+13% YoY), $21.7k ARPC, 98% retention. Q2 FY26: first profit ~$63k, +$330k OCF. New AWARE platform cuts 3rd-party data costs, expanding margins. Climatics rides mandatory climate reporting tailwind. Trading 2x ARR at $7.5m mcap. 10% ARR CAGR + sustained profitability could double stock. Risk: tight cash ($1.4m), growth must continue, margin expansion unproven.
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