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Advanced Braking Technology Ltd ASX:ABV

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

31 Oct 2024 to today

Commentary 2 comments

DateManagerActionSummary

31 Jan 2026DMX Asset ManagementHeldDMX Asset Management continues to hold Advanced Braking Technology Ltd because the company delivered an exceptionally strong second quarter, with total revenue up 34% to $5.6 million and new brake sales surging 52%, driven by strong customer uptake and expanding install base. The fund highlights the install base as a leading indicator for future recurring spares and consumables revenue. Profit before tax for the quarter increased 191%, demonstrating significant operating leverage, and the cash position strengthened to $4.1 million without the need for a capital raise — a marked improvement from years of capital constraint. DMX expects ABV to pay its maiden dividend in 2026, reflecting the maturation of the business under current leadership.

Operating Leverage Recurring RevenueMonthly Report, price recorded $0.14

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31 Oct 2024DMX Asset ManagementHeldThe fund manager continues to hold Advanced Braking Technology (ABV), noting the company reported a 24% increase in quarterly revenue to $4.4 million. The manager highlights international revenue up 55% with strong growth in North America, Southeast, and North Asia, and notes spares and consumables revenue increased 41%, reflecting the more recurring portion of the business. The manager views ABV's focus on expanding international reach organically as showing encouraging results.

Monthly Report, price recorded $0.08

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on ABV.

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About Advanced Braking Technology Ltd

Materials, Auto Components

Advanced Braking Technology (ASX:ABV), a specialist braking systems manufacturer, has been recording strong growth according to DMX Asset Management. In January 2026, DMX noted that Advanced Braking Technology designs, manufactures and distributes innovative braking solutions and has been growing strongly as it expands its global footprint, reporting an exceptionally strong second quarter. Advanced Braking Technology operates in the Consumer Discretionary sector within the Auto Components industry, and Thesis Tracker has captured 2 comments from 1 fund manager, DMX Asset Management. Founded in 2001 and headquartered in Perth, Advanced Braking Technology researches, develops and manufactures sealed, oil-cooled braking systems, sold under the Sealed Integrated Braking System brand, for heavy vehicles used in mining, defence, agriculture and industrial applications, improving safety and reducing maintenance compared with conventional brakes, and supplies customers across Australia, Africa, the Americas and other mining regions through direct sales and distribution partners.

Market cap: $48m
Price to earnings: 26.5x
Return on equity: 17.3%
Dividend yield: 0.0%
Price to book: 3.96x
Net margin: 8.8%
52-week range: $0.10 to $0.16

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Advanced Braking Technology Ltd (ASX:ABV)?

Fund managers including DMX Asset Management have invested in Advanced Braking Technology Ltd (ASX:ABV).

What opportunities or catalysts do fund managers highlight for Advanced Braking Technology Ltd?

DMX highlights strong growth as Advanced Braking Technology expands its global footprint, including an exceptionally strong second quarter.

What are the key risks to the Advanced Braking Technology Ltd investment thesis, according to fund managers?

The available fund manager commentary does not set out specific risks, though as a small manufacturer its sales depend on mining and industrial activity and on winning new customers globally.

What does Advanced Braking Technology Ltd (ASX:ABV) do?

Advanced Braking Technology Ltd (ABT) specializes in the research, development, design, and manufacture of specialized braking systems. Founded in 2001 and headquartered in Perth, Australia, the company commercializes proprietary technologies including ABT Failsafe Brakes, ABT Failsafe Emergency Driveline Brakes, and Terra Dura Brakes. ABT focuses on providing reliable braking solutions for diverse industrial and transport applications. By prioritizing engineering innovation, the firm serves global markets, delivering technical expertise in vehicle safety and driveline braking systems.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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