KELSIAN GROUP LIMITED (KLS)
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KLS

KLS - KELSIAN GROUP LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 3.95
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.00

08 May
2026

-0.050

OPEN

$3.99

-1.23%

HIGH

$4.03

1,003,475

LOW

$3.90

TARGET
$5.50 37.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . BXB . CLX . ERD . FRW . KSC . LAU . NTD . QAN . QUB . SPZ . SST . THL . VGN . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
KLS: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 20.1 36.2 xxx
DPS (cps) xxx 17.5 19.5 xxx
EPS Growth xxx - 6.3% 79.7% xxx
DPS Growth xxx 0.0% 11.4% xxx
PE Ratio xxx N/A 11.3 xxx
Dividend Yield xxx N/A 4.8% xxx
Div Pay Ratio(%) xxx 87.0% 53.9% xxx

Dividend yield today if purchased 3 years ago: 2.70%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.27

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 15/09 - ex-div 9.50c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx20.1
DPS All xxxxxxxxxxxxxxx17.5
Sales/Revenue xxxxxxxxxxxxxxx2,208.9 M
Book Value Per Share xxxxxxxxxxxxxxx352.8
Net Operating Cash Flow xxxxxxxxxxxxxxx205.2 M
Net Profit Margin xxxxxxxxxxxxxxx2.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx5.78 %
Return on Invested Capital xxxxxxxxxxxxxxx2.81 %
Return on Assets xxxxxxxxxxxxxxx2.22 %
Return on Equity xxxxxxxxxxxxxxx5.78 %
Return on Total Capital xxxxxxxxxxxxxxx6.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-0.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx33 M
Long Term Debt xxxxxxxxxxxxxxx1,029 M
Total Debt xxxxxxxxxxxxxxx1,062 M
Goodwill - Gross xxxxxxxxxxxxxxx733 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx183 M
Price To Book Value xxxxxxxxxxxxxxx1.07

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx165.1 M
Capex % of Sales xxxxxxxxxxxxxxx7.47 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,810 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx279 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Macquarie

25/02/2026

-1

No Rating

-

Macquarie highlights a strong 1H26 result for Kelsian Group, with revenue 3% ahead of consensus and earnings (EBITDA) margin expansion of 64bps. Profit came in 2% above the broker’s expectations and 9% ahead of consensus.

Marine and International Bus delivered 21% revenue growth and 310bps of margin expansion, highlights the analyst, though Australian Bus margins compressed by -290bps due to cost pressures.

FY26 earnings guidance is upgraded by $4m at the midpoint.

Tourism assets are to be sold to Journey Beyond for $161m subject to ACCC/FIRB approval in 1H27.

The broker is on research restriction and cannot provide a rating or target.

FORECAST
Macquarie forecasts a full year FY26 dividend of 22.00 cents and EPS of 37.10 cents.
Macquarie forecasts a full year FY27 dividend of 28.00 cents and EPS of 46.20 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Jarden

13/04/2026

2

Initiation of coverage with Overweight

$4.70

17.50%

Jarden initiates coverage on Kelsian Group with an Overweight rating and a $4.70 target price.

The broker believes recent structural changes, including the peak in capital expenditure and the proposed $161m sale of cyclical tourism assets, present a significant investment opportunity.

Strong earnings visibility for the core business is supported by a growing pipeline of new contract opportunities worth over $680m in annual revenue.

While rising oil prices represent a near-term risk, the broker expects most exposure to be manageable through pass-through mechanisms or surcharges.

Normalised earnings per share forecasts have been established at 36.2c for FY26 and 37.8c for FY27.

FORECAST
Jarden forecasts a full year FY26 dividend of 16.70 cents and EPS of 36.20 cents.
Jarden forecasts a full year FY27 dividend of 17.50 cents and EPS of 37.80 cents.
Access Extra Coverage Research History >

KLS STOCK CHART

FNArena News on KLS

1
Australian Broker Call *Extra* Edition – May 11, 2026

May 11 2026 - Daily Market Reports
2
Undervalued Kelsian Finds Its Way Back

Apr 20 2026 - Small Caps
3
Australian Broker Call *Extra* Edition – Apr 13, 2026

Apr 13 2026 - Daily Market Reports
4
Rudi’s View: Top Picks & Conviction Buys

Mar 19 2026 - Rudi's View
5
Australian Broker Call *Extra* Edition – Mar 04, 2026

Mar 04 2026 - Daily Market Reports

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