AoFrio Limited Ordinary Shares

AOF.NZX

Information Technology

AoFrio is a leading provider of Internet of Things (IoT) solutions and energy-efficient motors to the food and beverage industry around the world. The company supplies advanced electronic IoT solutions for the commercial refrigeration industry, helping refrigeration original equipment manufacturers (OEMs) and food, beverage and retail companies across the globe reduce their costs, increase sales and become more sustainable. AoFrio designs, manufactures and sells smart refrigeration controls, cloud-based refrigeration management solutions, controlled motors and digital marketing solutions. We have a clear strategy for our next growth phase and have recalibrated the business to become a global hardware-enabled, full-service SaaS company. This is AoFrio's pathway to lifting recurring IoT SaaS-driven revenue, expanding in existing markets and exploring new regions around the world. Spanning a global network, AoFrio's customer-focused teams are based in New Zealand, Australia, Turkey, Italy, Brazil, Spain, Mexico, USA, Guatemala, Argentina and Singapore. Its supply-chain partners have factories in Vietnam and China, and distribution partners in the UK and USA. The company is listed on NZX under the ticker of WDT since February 2001, and changed its ticker to AOF in September 2022.

Market Data

Price

$0.069

-0.1%
Market Cap

$34.5M

P/E Ratio

-14.4x

EPS

$-0.005

Div. Yield

0.00%

52-Week Change

-0.4%

Latest Earnings

2026 ASM - Results of Meeting

27 May 2026

AoFrio Limited held its 2026 Annual Shareholders' Meeting on 27 May 2026. The sole resolution to authorise directors to fix auditor fees and expenses was passed with overwhelming shareholder support (~99.8% of votes cast in favour). This announcement contains no financial results or earnings data. Key points: Resolution to authorise directors to fix auditor fees passed with ~99.8% of votes cast in favour (102,454,037 for vs 172,243 against); Strong shareholder alignment with board on governance matters

Recent Announcements

27 May 2026 Actual Results Neutral

2026 ASM - Results of Meeting

AoFrio Limited held its 2026 Annual Shareholders' Meeting on 27 May 2026. The sole resolution to authorise directors to fix auditor fees and expenses was passed with overwhelming shareholder support (~99.8% of votes cast in favour). This announcement contains no financial results or earnings data. Key points: Resolution to authorise directors to fix auditor fees passed with ~99.8% of votes cast in favour (102,454,037 for vs 172,243 against); Strong shareholder alignment with board on governance matters

27 May 2026 Neutral

Quotation Notice - AoFrio Limited ("AOFRA")

AoFrio Limited (AOF) is conducting a pro-rata renounceable rights issue on the NZX Main Board, offering 1 new share for every 7 existing shares held at an exercise price of NZ$0.07 per share, with the offer opening on 5 June 2026 and closing on 18 June 2026.

27 May 2026 Neutral

Rights Issue

AoFrio Limited is conducting a 1 for 7 pro-rata renounceable rights issue at NZ$0.07 per share, offering existing shareholders the opportunity to purchase additional shares following a prior placement of 65.1 million shares to Wairahi Investments Limited. The rights offer opens 5 June 2026, closes 18 June 2026, and is expected to raise up to NZ$4.99 million with an oversubscription facility available.

27 May 2026 Neutral

Annual Meeting Address by the Chair & CEO

AoFrio held its Annual Shareholder Meeting on 27 May 2026, where Chair John Scott and CEO Greg Balla presented FY2025 results (NZ$83.2M revenue, +4.4% YoY; NZ$3.5M EBITDA, +40% YoY) and announced a capital raise of $9.5M comprising a $4.56M placement to Wairahi Investments (taking stake to 19.9%) and a 1-for-7 pro-rata rights issue to support accelerated growth strategy (Future 2) in cold drink equipment, food retail, and ice cream segments.

21 May 2026 Sph Neutral

Amended SPH Notice - Wairahi Investments Limited

Wairahi Investments Limited changed substantial holding from 7.05% to 19.19%.

20 May 2026 Sph Neutral

SPH Notice - Wairahi Investments Limited

Wairahi Investments Limited changed substantial holding from 7.05% to 19.19%.

19 May 2026 Neutral

Issue of Shares by Placement

AoFrio Limited issued 65,134,806 fully paid ordinary shares to existing shareholder Wairahi Investments Limited at NZ$0.07 per share, raising $4.559 million to fund accelerated growth strategy. The company also committed to undertake a pro-rata renounceable rights issue to all eligible shareholders at the same placement price.

13 May 2026 Guidance Neutral

AoFrio 1Q26 Trading Update

AoFrio Limited reported disappointing 1Q26 results with revenue down 28.1% to $17.2m due to loss of its largest motor customer from US tariffs, offset partly by stable IoT revenue of $11.4m; the company expects revenue improvement in 2Q26 and full-year 2026 with the planned commercial launch of its SCS800 controller and iQ platform.

29 Apr 2026 Neutral

Forsyth Barr Initiates Coverage on AoFrio

Forsyth Barr MST Access has initiated coverage of AoFrio Limited (AOF) as part of its issuer-sponsored research programme, with the initial report available on the Forsyth Barr website to help investors understand AOF's two-options growth strategy.

28 Apr 2026 Neutral

Notice of Annual Meeting

AoFrio Limited has announced its 2026 Annual Meeting of Shareholders scheduled for Wednesday, 27 May 2026 at 1pm, to be held in person at its Auckland office or online. The key resolution to be voted on is authorizing the Directors to fix auditor remuneration for Deloitte, with voting eligibility determined as of 22 May 2026 and proxy forms due by 25 May 2026.

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