Information Technology

Yojee Limited (YOJ)

Yojee Limited is a cloud-based logistics technology company providing a SaaS platform to manage and optimize supply chain operations. Its software enables seamless collaboration between shippers, freight forwarders, and carriers, focusing on route optimization, real-time tracking, and last-mile delivery solutions. The company primarily targets the Asia-Pacific market, helping businesses digitize their logistics processes for greater efficiency.

Market Cap

A$117M

Shares on Issue

N/A

Company WebsiteAI coverage updated hourlyData from ASX filings

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AI Analysis

Yojee is currently in a high-growth, pre-profitability stage, focused on expanding its customer base and platform capabilities within the competitive logistics software market. Recent performance has been characterized by growing Annual Recurring Revenue (ARR) and increasing transaction volumes on its platform, driven by new client acquisitions in the Asia-Pacific region. However, this growth is accompanied by significant operating expenses and negative cash flow as the company invests heavily in sales, marketing, and research and development, making its cash position and burn rate critical metrics for investors to monitor.

The company's growth outlook is heavily dependent on the continued digital transformation of the logistics sector and its ability to secure large, multi-regional enterprise clients. Key potential catalysts include the announcement of significant new customer contracts, strategic partnerships with major logistics networks, or successful expansion into new high-growth Asian markets. Yojee's strategic direction is focused on scaling its operations to achieve profitability, which involves demonstrating the platform's value proposition to larger customers and improving its unit economics as transaction volumes increase.

Bull Case

  • Massive addressable market in the fragmented Asia-Pacific logistics industry, which is rapidly undergoing digitalization.
  • Scalable SaaS business model with high potential for recurring revenue and strong operating leverage if customer acquisition accelerates.
  • A single large enterprise-level contract win could act as a major validation of the platform and significantly boost revenue, leading to a share price re-rating.

Bear Case

  • Intense competition from larger, well-funded competitors and numerous other logistics tech startups.
  • Sustained cash burn and a history of operating losses create a significant funding risk, potentially requiring future dilutive capital raisings.
  • Difficulty in securing long-term enterprise contracts and the risk of key customer churn could hinder revenue growth and delay the path to profitability.

Recent Announcements

Quarterly Activities/Appendix 4C Cash Flow Report

🚨 Price Sensitive
27 Jan 2026Quarterly Report

YOJ, a commitments test entity on ASX, has released its quarterly cash flow report detailing significant capital expenditcur and strategic investments for future growth.

Change of Director's Interest Notice

9 Jan 2026Director Dealing

Cleansing Notice

9 Jan 2026Capital Structure

Application for quotation of securities - YOJ

9 Jan 2026Capital Structure

Application for quotation of securities - YOJ

9 Jan 2026Capital Structure

FAQs

What does YOJ do?

Yojee provides a cloud-based (SaaS) logistics platform that helps companies manage their supply chains. Its software connects shippers, carriers, and partners to optimize routes, track deliveries in real-time, and automate logistics operations, with a focus on the Asia-Pacific market.

Is YOJ a good investment?

As a speculative small-cap technology stock, YOJ presents high-risk, high-reward potential. An investment's success depends on the company's ability to win major contracts and scale its recurring revenue to achieve profitability, while risks include significant competition, ongoing cash burn, and the need for future funding.

What drives YOJ's share price?

YOJ's share price is primarily driven by news flow related to new customer contracts, particularly large enterprise wins. Other key drivers include its quarterly cash flow performance (Appendix 4C), announcements of strategic partnerships, and broader market sentiment towards speculative growth and technology stocks.