QORIA LIMITED (QOR)
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27/04/2026

1

Buy

$0.50

75.44%

Qoria has reiterated FY26 guidance for revenue of over $145m and an adjusted EBITDA margin of more than 20% on a constant currency basis.

The quarterly outcomes were below Bell Potter's forecast, while the positive aspect was record growth for Qustodio in what was meant to be a seasonally weak quarter for the consumer business.

The broker reduces the multiple applied in the EV/revenue valuation and increases the weighted average cost of capital.

The net result is a -18% decrease in the target to $0.50 from $0.60; this being close to double the share price means a Buy rating is maintained.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.80 cents.
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -1.40 cents.

12/05/2026

1

Buy

$0.50

75.44%

Canaccord Genuity maintains a Buy rating for Qoria with an unchanged $0.50 target price following a comprehensive review of the impending Aura merger.

The transaction is expected to close in July 2026, creating a fundamentally transformed business boasting a bolstered balance sheet and a pro forma annualised recurring revenue base exceeding US$390m.

Management plans to implement a proven strategy of product bundling and tiered pricing across the direct-to-consumer segment to drive higher average order values and improve unit economics.

Initial cost reduction targets of US$55m alongside artificial intelligence integration across customer service channels are expected to fast-track the combined entity toward free cash flow break-even.

Commentary suggests execution on these cost reductions while maintaining elevated revenue growth above 20% should serve as a major catalyst for a valuation re-rating over the coming six months.