Jatcorp’s FY25 Loss Guidance Holds Despite Strong Sales and Facility Upgrades
Jatcorp Limited reported a robust 76% revenue increase in Q4 FY25, driven by strong Moroka® sales and expanded manufacturing capabilities, setting ambitious growth targets for FY26.
- Revenue from ongoing operations rose 76% to $11.5 million in Q4 FY25
- Gross profit increased 31% to $3.8 million quarter-on-quarter
- Moroka® sales under HS partnership more than doubled to over $8 million in FY25
- ANMA facility upgraded with new production technologies and two new OEM clients onboarded
- Company targets $11+ million Moroka® sales in FY26 amid Southeast Asia expansion efforts
Strong Quarterly Growth Amid Strategic Expansion
Jatcorp Limited (ASX, JAT), an Australian health and wellness consumer goods company, has delivered a striking performance in the final quarter of FY25, with revenue from ongoing operations soaring 76% to $11.5 million. This surge was primarily fuelled by robust sales of its flagship Moroka® brand in China and the successful clearance of returned Neurio® stock through new domestic channels.
The company’s gross profit climbed 31% to $3.8 million, while net operating cash flow more than doubled to $0.65 million, reflecting improved operational efficiency and stronger cash generation. Despite these gains, Jatcorp maintained its FY25 net loss guidance between $7.6 million and $8 million, underscoring ongoing investment in growth initiatives.
Moroka® Brand Momentum and Product Innovation
Moroka® continues to be the growth engine for Jatcorp, with sales under the HS International incentive partnership more than doubling to over $8 million in FY25. The company is now ambitiously targeting over $11 million in Moroka® purchases for FY26. This confidence is bolstered by a refreshed product portfolio, including six newly developed SKUs such as 'Children’s Growth' and 'Immunity Knight', alongside an upgraded formulation for the 'Golden Years' product.
Jatcorp’s strategic focus on China’s cross-border e-commerce platforms and its omnichannel approach were highlighted by record-breaking sales during the 618 Shopping Festival, where Moroka® achieved over 150% year-on-year growth. This success signals strong consumer recognition and demand in a competitive market.
Manufacturing Capacity and Southeast Asia Expansion
The Australian Natural Milk Association (ANMA), Jatcorp’s wholly owned manufacturing facility in Melbourne, has seen significant upgrades with the introduction of advanced automation technologies, including an automatic laser barcode printer and a two-line sachet machine. These enhancements have enabled the onboarding of two new original equipment manufacturer (OEM) clients, diversifying revenue streams and strengthening the company’s contract manufacturing capabilities.
Jatcorp’s participation in the FHA Singapore expo further underscores its ambitions to expand distribution across Southeast Asia. The company reported strong leads for both branded products and OEM services, positioning itself to capitalize on growing regional demand for health and wellness products.
Outlook and Strategic Priorities
Looking ahead to FY26, Jatcorp aims to build on its momentum by continuing to innovate its Moroka® product range, enhancing digital marketing efforts, and deepening OEM partnerships. The company’s strategy to expand its footprint in Southeast Asia and explore new product development aligned with health and immunity trends reflects a clear vision for sustainable growth.
While the company’s financial results remain unaudited, the operational progress and strategic initiatives suggest Jatcorp is positioning itself well to deliver long-term shareholder value in a dynamic and competitive sector.
Bottom Line?
Jatcorp’s strong Q4 momentum and strategic expansions set the stage for a pivotal FY26, but investors will watch closely for audited results and execution on new market opportunities.
Questions in the middle?
- How will Jatcorp manage the transition from unaudited to audited financial results and what impact might this have?
- What is the long-term outlook for the Neurio® brand following the trademark dispute in China?
- How effectively can Jatcorp convert FHA Singapore leads into sustainable Southeast Asian distribution partnerships?
