The Calmer Co. International Limited reported a 6% quarterly revenue increase to $1.9 million in Q4 FY25, driving FY25 revenue to $8.0 million, an 86% year-on-year growth. Key channel expansions and cost efficiencies underpin its progress towards breakeven.
- Q4 FY25 revenue up 6% to $1.9 million
- FY25 revenue grew 86% year-on-year to $8.0 million
- Amazon USA sales surged 28%, now majority of eCommerce revenue
- Wholesale revenue jumped 56%, driven by CO₂ extract sales
- Advertising and staff costs significantly reduced, supporting margin gains
Robust Revenue Growth and Channel Expansion
The Calmer Co. International Limited (ASX, CCO) has delivered a strong finish to FY25, reporting a 6% increase in quarterly revenue to $1.9 million and an impressive 86% growth in full-year revenue to $8.0 million. This performance reflects the company’s successful execution of its growth strategy, particularly through expanding its presence in key markets such as the United States and Australia.
Amazon USA emerged as a standout contributor, with sales rising 28% quarter-on-quarter and now accounting for the majority of the company’s eCommerce revenue. This growth was driven by the expansion of the Taki Mai brand and an increasing share of subscription-based sales, highlighting the strength of recurring revenue streams.
Diversification and Wholesale Momentum
Beyond eCommerce, The Calmer Co. has made significant strides in wholesale channels, with revenue jumping 56% compared to the previous quarter. This surge was fueled by repeat orders from established partner IMCD and the first commercial sale of its CO₂ extract format to a major US kava ready-to-drink (RTD) brand. The wholesale channel now represents 13% of total revenue, validating the company’s strategy to leverage its proprietary extraction technology to access higher-margin B2B opportunities.
Retail sales also showed resilience, with sustained volumes at Coles and the commencement of orders from Woolworths in late June. The company’s decision to increase shelf pricing in these major Australian retailers is expected to positively impact margins in the coming quarters.
Operational Efficiency and Digital Transformation
Cost discipline has been a key theme, with advertising and marketing expenses halved quarter-on-quarter following a strategic review of digital spend. Staff costs were also reduced by 13%, contributing to improved operating leverage. These efficiencies support the company’s path towards breakeven, as highlighted by CEO Zane Yoshida.
Additionally, The Calmer Co. completed the migration of its digital business onto the Acuity (Salesforce) platform, unlocking enhanced capabilities and operational efficiencies. New direct-to-consumer websites for Fiji Kava and Taki Mai went live in July, setting the stage for accelerated growth in FY26.
Financial Position and Outlook
The company ended the quarter with cash and equivalents of $1.44 million and an estimated 1.46 quarters of funding available, supported by a $1 million Rights Issue completed during the period. Inventory was carefully built up to $1.56 million, plus $280,000 in prepaid stock, positioning The Calmer Co. for a strong start to FY26 as new pricing and sales channels take effect.
Looking ahead, management remains focused on profitable growth, leveraging diversified sales channels and proprietary product formats to improve blended gross margins. The company’s progress towards breakeven appears well supported by operational improvements and channel momentum.
Bottom Line?
With solid momentum across channels and improved cost control, The Calmer Co. is poised to accelerate its journey to profitability in FY26.
Questions in the middle?
- How will the new Salesforce-powered direct-to-consumer platforms impact revenue growth in FY26?
- Can wholesale sales of CO₂ extract formats sustain their rapid growth and margin contribution?
- What are the company’s plans for further capital raising given current cash runway constraints?