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Innovation Beverage Group Limited (IBG)



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Upturn Advisory Summary
06/30/2025: IBG (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $4
1 Year Target Price $4
1 | Strong Buy |
0 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 5.08M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) 1 | Beta - | 52 Weeks Range 0.44 - 3.35 | Updated Date 06/29/2025 |
52 Weeks Range 0.44 - 3.35 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -87.72% | Operating Margin (TTM) -95.16% |
Management Effectiveness
Return on Assets (TTM) -32.68% | Return on Equity (TTM) -159.34% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 5067427 | Price to Sales(TTM) 1.73 |
Enterprise Value 5067427 | Price to Sales(TTM) 1.73 | ||
Enterprise Value to Revenue 1.73 | Enterprise Value to EBITDA - | Shares Outstanding 9281140 | Shares Floating 3440659 |
Shares Outstanding 9281140 | Shares Floating 3440659 | ||
Percent Insiders 37.15 | Percent Institutions 7.85 |
Analyst Ratings
Rating 1 | Target Price 4 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Innovation Beverage Group Limited
Company Overview
History and Background
Innovation Beverage Group Limited focuses on developing and distributing innovative beverage products. The company was founded to capitalize on emerging trends in the beverage industry, particularly within the functional and healthy beverage categories. It has evolved from a small startup to a player with a diverse portfolio.
Core Business Areas
- Functional Beverages: Developing and marketing beverages with added health benefits, such as energy drinks, wellness shots, and enhanced waters.
- Ready-to-Drink Cocktails: Offering a range of pre-mixed cocktails in convenient, ready-to-drink formats.
- CBD-Infused Beverages: Producing and selling beverages infused with CBD, catering to the growing market for wellness and relaxation products.
Leadership and Structure
The company is led by a management team with experience in the beverage industry. The organizational structure consists of departments such as marketing, sales, research and development, and operations.
Top Products and Market Share
Key Offerings
- Energy Elixir: A functional energy drink formulated with natural ingredients and vitamins. Competitors include Red Bull (RED), Monster Beverage (MNST), and Celsius Holdings (CELH). Market share for comparable drinks in the functional beverage industry is highly fragmented.
- Sparkling Wellness Water: A line of flavored sparkling water enhanced with vitamins and antioxidants. Competitors include La Croix (N/A - National Beverage Corp), Perrier (Nestle), and Spindrift. Market share is still relatively small compared to established brands.
- CBD Calm: CBD-infused sparkling water designed to promote relaxation. Competitors include Recess, Sprig, and various smaller CBD beverage companies. The CBD beverage market is still developing, making market share data less precise.
Market Dynamics
Industry Overview
The beverage industry is highly competitive, with a growing demand for healthier and more innovative options. Functional beverages and ready-to-drink cocktails are experiencing significant growth.
Positioning
Innovation Beverage Group Limited positions itself as a provider of innovative and health-conscious beverage options. Its competitive advantages lie in its product innovation and ability to respond quickly to market trends.
Total Addressable Market (TAM)
The global beverage market is estimated at over $1 trillion. Innovation Beverage Group Limited is positioned to capture a growing share of the functional, ready-to-drink, and CBD-infused beverage segments.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Focus on health and wellness trends
- Agile and responsive to market changes
Weaknesses
- Limited brand recognition compared to major competitors
- Smaller distribution network
- Dependence on emerging markets with regulatory uncertainty
Opportunities
- Expansion into new geographic markets
- Strategic partnerships with larger distributors
- Development of new product categories
Threats
- Intense competition from established brands
- Changing consumer preferences
- Regulatory changes affecting CBD products
Competitors and Market Share
Key Competitors
- MNST
- CELH
- KO
- PEP
Competitive Landscape
Innovation Beverage Group Limited faces intense competition from larger, established players. However, it differentiates itself through innovative product formulations and a focus on health and wellness.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth data is not available publicly for Innovation Beverage Group Limited.
Future Projections: Future Projections data is not available publicly for Innovation Beverage Group Limited.
Recent Initiatives: Recent Initiatives data is not available publicly for Innovation Beverage Group Limited.
Summary
Innovation Beverage Group Limited is a player in the beverage market focusing on innovative and health-conscious options. While the company has strong potential due to its product innovation and focus on emerging trends, it faces challenges related to brand recognition, distribution, and competition from established players. Capitalizing on expansion opportunities and strategic partnerships will be critical for future growth. The rapidly evolving regulatory landscape also poses risk in terms of profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Industry reports
- Market analysis
- Company information
Disclaimers:
The information provided is for illustrative purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Innovation Beverage Group Limited
Exchange NASDAQ | Headquaters Seven Hills, NSW, Australia | ||
IPO Launch date 2024-09-26 | Interim CEO, COO & Chairman Mr. Sahil Beri | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees - | Website https://www.innovationbev.com |
Full time employees - | Website https://www.innovationbev.com |
Innovation Beverage Group, together with its subsidiaries, engages in developing, manufacturing, selling, and exporting alcoholic beverages in Australia and the United States. The company offers bitters under the Australian Bitters Company and BitterTales brands; bottled cocktails under the Twisted Shaker brand; light spirits; and mixers. It also provides non-alcoholic beverages; non-alcoholic spirits under the Drummerboy brands; and other alcoholic beverages under the Australis Gin, VOCO, Cheeky Vodka, Coventry Estate Gin, and Geo Liqueurs brands. In addition, the company retails wines and spirits, as well as its other products, through its online marketplaces consisting of www.wiredforwine.com, www.bevmart.com, www.bevmart.com.au, and www.drummerboy.com. The company was formerly known as Australian Boutique Spirits PTY LTD and changed its name to Innovation Beverage Group Limited in June 2022. Innovation Beverage Group was incorporated in 2018 and is based in Seven Hills, Australia.
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