Added to YB: 2026-02-23
Pitch date: 2026-02-21
BXN.AX [bullish]
Bioxyne Limited
Author Info
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Company Info
Bioxyne Limited, together with its subsidiaries, manufactures and distributes therapeutic goods, and health and wellness products in Australia, the United States, the United Kingdom, Czechia, Switzerland, France, Germany, and Japan.
Market Cap
AUD 165.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.38
P/E
18.40
EV/Sales
3.41
Sector
Life Sciences Tools and Services
Category
growth
>100% growth at 9x earnings... Does it last?
BXN.AX: Australian medicinal cannabis co w/ >100% CAGR since 2022. FY26 rev guide A$65-75M, EBITDA A$11.5-13.5M. Trades 8x est FY26 net income A$12.5M despite triple-digit growth. GMP facility supplies ~200 private labels; pioneered pharma gummies (25% Aus scripts). Germany contract A$6M (A$2.9M invoiced Q2), UK A$2.5M shipment. Holds Australia's first MDMA/psilocybin GMP license (14B psychedelic therapy market by 2032). Fair value A$0.076-0.087 (69-93% upside) at 13-15x P/E. Risks: lack of Germany follow-on PR, EU regulatory shifts, ruthless competition.
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