Can RLF AgTech Sustain Growth Amid Farming Input Cost Pressures?

Strong Revenue Growth Signals Momentum

RLF AgTech Ltd (ASX – RLF) has revealed a significant 34% increase in revenue from its Australian operations for the four months ending 31 October 2025, compared to the same period last year. This uplift is attributed to heightened activity in its Queensland manufacturing base and early pre-season sales through the recently established RLF Australia business unit.

RLF Australia, launched in the previous fiscal year, serves as a dedicated platform for the company’s foliar and seed-priming products, working closely with national distributors and retailers. As it approaches its first full national sales season from January to June 2026, the business reports stronger engagement across its expanded distribution network.

Trial Results Underpinning Product Confidence

Early results from coordinated on-farm trials and demonstrations across key broadacre regions indicate consistent yield improvements when RLF’s foliar nutrition products are integrated into fertiliser programs. While these findings remain subject to seasonal variability and independent verification, they provide encouraging evidence to support retailer training and grower adoption ahead of the critical sales window.

RLF’s approach focuses on complementing rather than replacing traditional granular fertilisers, aiming to enhance nutrient uptake efficiency, particularly nitrogen, while supporting soil health and long-term farm viability. This aligns with broader market trends where farmers face margin pressures from rising input costs and fluctuating commodity prices.

Positioning for Sustainable Growth

The Australian agricultural sector, with over 28 million hectares of farmland and a production value forecast to reach $86 billion in 2024–25, represents a substantial market opportunity. Specialty fertiliser markets are expected to grow steadily, and RLF’s products are well-positioned to meet increasing demand for sustainable crop nutrition solutions.

Looking ahead, RLF’s priorities include converting trial successes into farm-gate orders, equipping distributors and agronomists with clear return-on-investment tools, and ensuring manufacturing readiness to meet anticipated demand. The company’s expanded footprint and improving agronomic evidence place it in a stronger position than the previous year to grow revenue and support farm profitability.

RLF’s commitment to sustainable agriculture is further reflected in its Accumulating Carbon in Soil System (ACSS), which aims to reduce reliance on traditional fertilisers while enhancing soil organic matter and carbon sequestration, contributing to more resilient farming systems.