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AoFrio Limited (AOF) investor relations material
AoFrio Limited Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary3 Dec, 2025
Strategic direction and growth options
Two growth paths: a self-funded 10% CAGR to NZD 140 million revenue by FY 2028/2030, or an accelerated, investment-backed 25% CAGR to NZD 300+ million (NZD 304 million) by FY 2030, driven by expansion into ice cream and food retail segments.
No immediate pressure to raise capital from shareholders; seeking NZD 15 million investment for accelerated growth, focusing on product development, go-to-market, and scaling across five regions.
Diversification strategy targets food retail and ice cream, leveraging proven IoT and SaaS platforms to increase recurring revenue and margin.
By 2030, aims for 9 million connected assets, NZD 85 million diversified revenue, and ARR share rising from 3% to 19%.
Expansion into the U.S., Europe, and APAC enabled by new cellular products, with targeted market shares of 50% (U.S.), 45% (Europe), and 30% (APAC).
Financial performance and guidance
FY 2024 marked as first normal year post-COVID, with 19.7%–20% revenue growth and NZD 2.5 million EBITDA.
FY 2025 guidance: revenue NZD 86 million (up from NZD 79.7 million in FY24), gross margin 30%, EBITDA NZD 3.5 million, and accrued SaaS revenue NZD 18 million.
Future One (self-funded): NZD 140 million revenue, 34% gross margin, NZD 14 million EBITDA by 2030.
Future Two (investment-backed): NZD 304 million revenue, NZD 50 million EBITDA, higher SaaS and recurring revenue, and Rule of 40 compliance by 2030.
SaaS revenue expected to grow from 3% to 19% of total by 2030, with software margins in diversified segments targeted at 75%.
Business model, technology, and customer value
Market leader in connected refrigeration for cold drink equipment, with 70% LATAM share and 3.5 million connected assets globally, serving major brands like Coca-Cola, Pepsi, and Heineken.
Core value drivers: asset tracking, commercial performance, predictive maintenance, and energy efficiency, delivering at least 5x ROI for customers.
New product launches include cellular controllers, camera-enabled insights, remote management, and advanced AI/ML features for predictive analytics and retail execution.
Diversification into food retail and ice cream focuses on subscription-based SaaS, compliance, food safety, and real-time monitoring, with pilots and contracts already secured.
ARR per connected cooler to triple from NZD 1 to NZD 3 by FY30, with connected fleet tripling to 9 million units.
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Next AoFrio Limited earnings date
H2 202525 Feb, 2026
Next AoFrio Limited earnings date
H2 202525 Feb, 2026
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Frequently asked questions
AoFrio Limited is a New Zealand-based company specializing in IoT (Internet of Things) technology solutions and energy-efficient refrigeration systems. The company provides advanced refrigeration controllers, IoT-enabled monitoring devices, and cloud-based data analytics, primarily for commercial refrigeration applications. AoFrio’s technology helps businesses in sectors such as retail, food and beverage, and pharmaceuticals optimize energy consumption, monitor equipment remotely, and reduce operational costs. AoFrio Limited is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.
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